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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

PENTAGON GIVES ANTHROPIC ULTIMATUM AND DEADLINE IN AI USE STANDOFF

Anthropic has until Friday to comply with the Pentagon's demands to use its AI models for all lawful use cases, including mass domestic surveillance or autonomous weapons, which Anthropic doesn't allow its models to be used for. Failing to comply will mean the cancellation of Anthropic's contract. Defense Secretary Pete Hegseth has said he could also label the company a supply-chain risk or invoke the Defense Production Act to essentially force Anthropic to work more collaboratively with the Pentagon. Designating a company as a supply-chain risk would mean that businesses working with the Pentagon would have to certify that they don't use Anthropic's models in any of their work with the military.

ANTHROPIC UPDATES CLAUDE COWORK TOOL BUILT TO GIVE THE AVERAGE OFFICE WORKER A PRODUCTIVITY BOOST

Anthropic's Claude Cowork is getting a wider release. Anthropic launched a series of connectors and plugins for the knowledge worker tool earlier this week aimed at 'turbo-charging' the capabilities of individual employees. The update marks the tool's transition into a true enterprise-grade product. Organizations can now connect Claude Cowork to tools like Google Drive, Gmail, DocuSign, and FactSet. They can also deploy customizable plugins that encode institutional knowledge and workflows.

IRAN'S MUDDYWATER TARGETS ORGS WITH FRESH MALWARE AS TENSIONS MOUNT

Iran's MuddyWater (TA450) launched Operation Olalampo, a spear-phishing campaign delivering multiple novel malware strains — including the Rust-based Char backdoor using Telegram for C2, the GhostFetch/GhostBackDoor loader chain, and the HTTP_VIP downloader — against organizations across the Middle East and Africa. Group-IB identified signs of AI-assisted development in Char's command handlers, including debug strings containing emojis that were likely left unsanitized in LLM-generated code segments. Defenders should leverage the published IoCs, YARA rules, and EDR rules to detect activity, while monitoring for unauthorized AnyDesk deployments and Telegram-based C2 traffic.

TERRAFORM LABS SUES JANE STREET FOR INSIDER TRADING PRIOR TO TERRA COLLAPSE

Terraform Labs' liquidation administrator has filed a lawsuit against Jane Street and several employees, alleging they used non-public information from Terraform insiders to front-run trades during the Terra-Luna collapse in 2022 that destroyed over $40 billion in value. The complaint cites a wallet linked to Jane Street that withdrew 85 million TerraUSD from Curve within 10 minutes of Terraform's unannounced 150 million withdrawal on May 7, 2022, and claims Jane Street planted a former Terraform employee to establish insider communication channels. The lawsuit also connects to the administrator's filing against Jump Trading for $4 billion in damages in December, which alleges that Jump leaked information to Jane Street. Jane Street disputes the claims as "opportunistic."

META AND AMD AGREE TO AI CHIPS DEAL WORTH MORE THAN $100 BILLION

Meta has agreed to buy 6 gigawatts' worth of AI computing power from AMD in a deal valued at more than $100 billion. AMD has agreed to give Meta warrants to buy up to 160 million AMD shares, roughly 10% of the company, for $0.01 apiece, as long as certain milestones are met. Meta said last week that it would buy several million of Nvidia's GPUs as well, a deal expected to cost tens of billions of dollars. The company plans to deploy tens of gigawatts of data center computing power this decade, and hundreds of gigawatts or more over time.

GOOGLE MOONSHOT SPINOFF LOOKS TO SHIP CITY-SCALE LASER INTERNET

Taara, a Google moonshot spin-off, plans to create urban data highways made out of light. Taara Photonics is a wireless communication platform based on optical phased arrays. The Taara Beam transmits data wirelessly with Class 1M eye-safe lasers in the unlicensed infrared band 193 THz. It can support speeds of up to 25 Gbps over a claimed range of up to 10 kilometers. The Taara Lightbridge Pro can do double that distance.

DATA CENTERS ARE RACING TO SPACE — AND REGULATION CAN'T KEEP UP

Over the past month, six American companies and a Chinese firm have expressed interest in building data centers in space. Experts warn that the projects could open governance loopholes, especially for countries with little say in how they are run. Orbital data centers could place critical infrastructure beyond regulatory reach for many developing countries and deepen digital dependence. New frameworks need to be built to prevent orbital compute from becoming an extension of existing terrestrial monopolies.

WHAT ARE CHINESE PEOPLE VIBECODING?

This post takes a look at the many interesting coding projects that developers, creatives, and entrepreneurs in China have been creating with AI tools over the past year. Tinkering culture has no borders, and companies are cashing in. Vibecoding is changing the landscape of technology in China. Highlights include a lighting app that became the most downloaded paid iPhone app in China, an app that suggests meet-up locations, and a tool that generates elaborate greeting messages based on occasion, style, and relationship with the intended recipient.

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