Morning Scan

Europe is tapping diesel stockpiles while the euro sags, Anthropic's IPO math is getting scrutinized, and defense tech is posting record funding. The AI industry is also dealing with questions about harm, religion, and renaming.

$7.4B — European defencetech VC investment so far in 2026, nearly triple last year's $2.6B. (Tech.eu)

Connected World

Euro slides to 17-month low against dollar (paywall)

Energy prices and French fiscal worries are weighing on the euro. (Financial Times)

OKX and ICE's joint venture seeks SEC approval for tokenized shares of 63 NYSE-listed companies (paywall)

New tokenized-stock rules bring crypto infrastructure to the NYSE's parent company. (Bloomberg)

Machines & Minds

Sam Altman tells Politico the world "should accept some harm from AI"

Not a line a comms team would workshop. (The Next Web)

Sam Altman says he's "very uncomfortable" with attributing "religious force" to AI

He calls it "a real safety issue" as Anthropic meets with religious leaders. (Axios)

Elon Musk says SpaceXAI will be renamed SpaceXSI after Trump's AI order

Another letter swap. (The Next Web)

The Key Anthropic Numbers You Need To Know Ahead Of Its IPO

Claude's share of AI-app daily users has climbed from 1.4% at the start of the year, the kind of curve IPO decks are built on. (Big Technology)

Connected World

Germany funds tens of thousands of interceptor drones as Quantum Systems scales in Ukraine

Merz is writing the kind of order that turns a startup into a defense prime. (Tech.eu)

Huawei agrees to a multiyear patent licensing deal with Qualcomm

It is Huawei's first 5G licensing deal with Qualcomm, and it also covers AI, computing, and networking tech. (Reuters)

Connected World

Touch-screen MacBook Pro will be significantly lighter

Apple gives in on touch, and makes the device lighter to hold up while you poke at it. (AppleInsider)