FUNDRAISING ANNOUNCEMENTS

• Muon Space closes $140M Series B and signs SpaceX Starlink partnership for satellite broadband backhaul

GUEST INTERVIEWS

• Microsoft's Jacob Andreou unveils Copilot agentic browser, first-party AI models, and Clippy's return as 'Miko'
• Dropbox's Drew Houston on Dash launch: self-serve AI search for SMBs and the 'universal context layer' strategy
• OpenAI's Adam Fry on ChatGPT Atlas: the browser as the missing OS layer for AI
• Ledger's Ian Rogers launches Nano Gen 5 at $179 and says 20% of all crypto is protected by Ledger devices
• NOX's Molly Cantillon is bridging iMessage and WhatsApp — without App Store distribution
• Traba's Mike Shebat on AI-driven industrial staffing: 150 employees, potential roll-up strategy, and robotics readiness

NEWS

• Trump administration in talks to take equity stakes in quantum computing firms including Rigetti, IonQ, and D-Wave
• Skydance's David Ellison offers $23.50/share for Warner Brothers Discovery, Zaslav holds out at $21
• Waymo hits 876,000 rides per month in California — a 6x increase year-over-year

COMMENTARY

• The Browser Company effect: why copycat startup branding backfires
• AI buildout hits fab CapEx overhang: NVIDIA revenue dwarfs decades of semiconductor equipment R&D