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Morning Scan

The AI money keeps flowing to fewer, bigger pipes — Google just backstopped Anthropic to the tune of $200B, while Apple and OpenAI air their laundry in federal court. Palantir's Karp is out here calling his own industry Marxist after banking a billion in quarterly profit, which is a choice. Elsewhere: bossware regulation, a Cybertruck in space, and Apple building bridges to Windows.

$200B — Google's financing program for Anthropic, with $150B+ earmarked for TPUs and backed by Broadcom, Blackstone, and Apollo. (Financial Times)


Machines & Minds

Google Assembles ~$200B Financing Program for Anthropic (paywall)

Less "investment" than infrastructure underwriting — Google's making sure Anthropic's compute bill gets paid, one way or another. (Financial Times)

After Killer Quarter, Palantir's Karp Calls AI Industry 'Marxist'

$1B in quarterly profit and Karp still wants to burn the house down rhetorically — the man contains multitudes. (TechCrunch)

Microsoft Cracks Down on 'Tokenmaxxing'

An EVP telling engineers to audit their own AI spend is an admission the free-token era inside Big Tech is ending. (Alex Heath)

Connected World

Apple Plans iPhone-to-Windows Copy and Paste in the EU

Cross-platform clipboard sharing, arriving because Microsoft asked and EU regulators made saying no expensive. (MacRumors)

Apple's India Sales Top $10B for the First Time (paywall)

Up from $6B just two years ago — India has become the growth story Apple needed while China stalls. (Bloomberg)

Telegram Briefly Pulled from App Store Over CSAM

Apple's enforcement muscle is real, and fast — content gone, user banned, app restored within a day. (9to5Mac)

John Ternus Rehires Retired Hardware VP Ahead of CEO Handoff

The incoming CEO is stacking his bench before he officially has the job — always a tell. (MacRumors)

Connected World

Hughesnet Files for Chapter 11

Starlink didn't just beat satellite internet's legacy player — it bankrupted it. (PCMag)

BMW iX3 Production at Risk After Hungary Nuclear Shutdown

A river running too low to cool a reactor is now an EV supply chain problem — climate risk finding new corners of manufacturing. (BMWBLOG)

UK Mulls Requiring Employers to Ask Before Installing Bossware

Keystroke logging and AI productivity scores may finally need consent — a small but overdue check on workplace surveillance creep. (The Register)

Connected World

NASA Puts Astronauts' Lives in the Hands of Tesla's Cybertruck

A vehicle with 11 recalls is now on launchpad rescue duty, replacing trucks rated to survive land mines. Cool, cool, cool. (The Register)

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