| Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery" coverage from brokers like Marsh (Ann Davis Vaughan/The Information) |
 Ann Davis Vaughan / The Information:
Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new “delay-in-delivery” coverage from brokers like Marsh — This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance broker Marsh …
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| The iTunes Store is re-emerging as a venue for big pop stars, including Taylor Swift, to hawk collectibles to superfans and bolster their chart positions (Tom Matsuda/Financial Times) |
Tom Matsuda / Financial Times:
The iTunes Store is re-emerging as a venue for big pop stars, including Taylor Swift, to hawk collectibles to superfans and bolster their chart positions — Record labels and artists including Taylor Swift and Ariana Grande are using the throwback music store to bolster their chart position and cash in on their fandom
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| Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used (Mark Gurman/Bloomberg) |
Mark Gurman / Bloomberg:
Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used — Also: The company rolls out a retail store tool to reduce wasted inventory. — Apple's touch-screen MacBook Pro will arrive on Wednesday …
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| Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers (Maria Curi/Axios) |
Maria Curi / Axios:
Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers — Washington has always viewed Silicon Valley as culturally strange. But the current crop of AI leaders is becoming …
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| How a Blackstone-led $2.3B private credit loan to CoreWeave in 2023 became a blueprint for chip-backed debt, which is on track to become a $1T market (Bloomberg) |
Bloomberg:
How a Blackstone-led $2.3B private credit loan to CoreWeave in 2023 became a blueprint for chip-backed debt, which is on track to become a $1T market — “What is a GPU?” Blackstone Inc. executives asked CoreWeave Inc.'s leadership. Also: “Is AI real?” — These were entirely logical queries …
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| Baba, which develops AI tools to help Medicare and Medicaid patients connect to care teams and handle advocacy tasks, raised a $40M Series A led by FirstMark (Cailey Gleeson/Fierce Healthcare) |
Cailey Gleeson / Fierce Healthcare:
Baba, which develops AI tools to help Medicare and Medicaid patients connect to care teams and handle advocacy tasks, raised a $40M Series A led by FirstMark — Applied artificial intelligence company Baba secured $40 million in series A funding to modernize the Medicare and Medicaid experience.
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| CapitalOS, which helps vertical software platforms offer spend management, cards, and bill payment tools to SMB customers, raised a $21.9M Series A led by LGVP (Ryan Lawler/Axios) |
Ryan Lawler / Axios:
CapitalOS, which helps vertical software platforms offer spend management, cards, and bill payment tools to SMB customers, raised a $21.9M Series A led by LGVP — CapitalOS, which helps vertical software platforms offer cards and bill-pay tools to their SMB customers, has raised $21.9 million …
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| Instagram launches an Apple TV app for watching Reels, longer videos, and live shows; the app previously launched on Fire TV, Google TV, and Samsung smart TVs (Hartley Charlton/MacRumors) |
Hartley Charlton / MacRumors:
Instagram launches an Apple TV app for watching Reels, longer videos, and live shows; the app previously launched on Fire TV, Google TV, and Samsung smart TVs — Instagram is now available on the Apple TV, bringing Reels, longer videos, and live shows via the platform to Apple's streaming device for the first time.
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| Kimi K3.1 Pro's debut draws scrutiny over allegations that influencers were asked to promote the model without disclosing a commercial relationship to Moonshot (Carl Franzen/VentureBeat) |
Carl Franzen / VentureBeat:
Kimi K3.1 Pro's debut draws scrutiny over allegations that influencers were asked to promote the model without disclosing a commercial relationship to Moonshot — That's because Kimi K3.1 Pro scores so high on third-party benchmarks — according to both Moonshot and third-party AI model …
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| LSEG agrees to acquire Octus, an NY-based provider of credit intelligence, data, and workflow software, from Permira and Octus' management for $3.54B in cash (Dominic Chopping/Wall Street Journal) |
Dominic Chopping / Wall Street Journal:
LSEG agrees to acquire Octus, an NY-based provider of credit intelligence, data, and workflow software, from Permira and Octus' management for $3.54B in cash — The group said the acquisition would transform its presence in credit and private markets data — London Stock Exchange Group …
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