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Plus: Lucid secures $750 million in new funding and announces a new CEO. And Anthropic adds Novartis CEO to its board. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: suspect in attack on Sam Altman’s home charged with attempted murder and arson. And utilities plan to spend $1.4 trillion over five years to power the AI boom. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Faced with a computing firepower shortage, AI companies are rationing offerings and products — a warning sign for the tech boom. WSJ reporter Robbie Whelan tells us what’s behind the latest compute capacity crunch. Plus, WSJ Detroit bureau chief Patrick George explains why high gas prices are driving Americans back to electric vehicles. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Insurers could gain big business from data centers. And America's trade deficit has an AI problem. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: the Philippines orders Meta to curb “panic-inducing” fake news. And Palo Alto Networks’ founder agrees to buy Liberty Bank to boost AI tools for financial services. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: President Trump’s social media post props up Palantir's stock. Shares of European semiconductor companies rise after TSMC reports better-than-expected results. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Alibaba’s new AI video-generation tool is leading a global ranking. And White House officials have warned staff not to place bets on prediction markets amid the Iran war. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
China has emerged as a big player in biotechnology, and major drugmakers and investors are catching on. WSJ reporter Peter Loftus tells us how China surged ahead in the biotech race, and why big pharma sees it as an opportunity. Plus, WSJ reporter Kate Clark introduces us to the whiz kids who dropped out of college to pursue their AI dreams—and are getting investors to pay their bills. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Volkswagen to end U.S. production of ID.4, its only American-made EV. And car sales in China extend decline in March, including its new-energy vehicles. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Amazon’s CEO says the company will spend the next year focusing on AI investment. And a federal court denies Anthropic’s request to end the Defense Department’s supply-chain risk designation. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Anthropic launches Project Glasswing, an AI security effort with major tech and cybersecurity firms. And TikTok will build a second data center in Finland. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: the new CEO of remote-surgery startup Sovato says the industry is reaching a critical adoption point. And defense tech-focused venture-capital firm Eclipse closes on $1.3 billion in new funding. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Intel partners with SpaceX and Tesla on a new chip plant. And Elon Musk asks for OpenAI’s nonprofit arm to receive any damages from his lawsuit. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: a new Goldman Sachs report suggests AI-displaced workers could face steep economic pain. And Samsung projects a more than eightfold leap in first-quarter operating profit. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
As OpenAI and Anthropic barrel toward potentially record-breaking initial public offerings by the end of the year, we got an inside look at the financials of both AI companies. WSJ reporter Berber Jin breaks down the numbers for us. Plus, WSJ’s Michael Tabb describes how drones are helping meteorologists fill critical gaps in weather forecasting data. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: JPMorgan CEO Jamie Dimon says AI will be deployed faster than prior tech shifts, potentially outpacing workforce’s adaptability. And Oracle names Hilary Maxson as its new chief financial officer. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: federal regulators close investigation into Tesla’s autonomous summon feature. And Neurocrine Biosciences agrees to acquire Soleno Therapeutics for $2.9 billion. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: AI trainer Mercor is offering to pay people for previous work they may not own. And a group of former Grubhub executives are trying to bring the food delivery model to roadside repair. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Amazon will charge independent sellers a new fuel surcharge. And U.S. venture fundraising is strengthening as most investment goes to established megafunds. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Kremlin has long tried to rein in the influence of Western platforms in Russia. Now, that goal may be within reach thanks to a super-app called Max. WSJ correspondent Matthew Luxmoore tells us how the app could help cement state control over the digital lives of millions of Russians. Plus, WSJ reporter Will Parker tells us about a landmark bill in Maine that could put a pause of new data center construction projects. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices