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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

SPACEXAI SIGNS AGREEMENT WITH ANTHROPIC FOR MASSIVE AI SUPERCOMPUTER ACCESS

SpaceX has agreed to provide Anthropic access to its Colossus 1 data center in Memphis, Tennessee. The plant has more than 300 megawatts of power and over 220,000 Nvidia GPUs - Anthropic has access to all of the compute. Anthropic is doubling Claude Code's 5-hour rate limits for Pro, Max, and Team plans, removing the peak hours limit reduction on Claude Code and Max plans, and substantially raising its API limits for Opus models.

PINTEREST CROSSES $1 BILLION QUARTERLY REVENUE AS AI-POWERED VISUAL SEARCH DRIVES ADVERTISING GROWTH

Pinterest achieved its first billion-dollar quarter with $1.008 billion in Q1 2026 revenue (up 18% year-over-year), driven by 80 billion monthly visual searches that generate commercial intent data rather than social media engagement. The company's AI-powered Performance+ advertising suite delivered 24% higher conversion rates and 80% A/B test win rates by matching advertiser objectives to user intent signals from visual searches. Revenue growth was strongest internationally, with Europe up 27% and the Rest of World up 59%, while the mature US/Canada market grew 13%.

AI BRANDS ARE PUMPING AD DOLLARS INTO LINEAR TV

Major AI companies like OpenAI, Anthropic, and Meta are rapidly increasing spending on linear TV ads. Some are close to matching or surpassing their 2025 totals in just a few months. The goal is to shape public perception and drive AI adoption. Consumer sentiment is mixed and trust in AI remains low. Big campaigns, including Super Bowl spots, position AI as useful and accessible. Trust building is becoming a central competitive focus.

GOOGLE SEARCH AI MODE GETS 'EXPERT ADVICE' FROM REDDIT AND SOCIAL MEDIA

Google is adding an extra section into its search results labeled 'Expert Advice' or 'Community Perspectives' (depending on the query and response) that will include snippets of wisdom with references to the source. It is also adding a 'Further Exploration' section to AI results and making links easier to see in AI responses. Hovering a link on the desktop version of Google Search will now show a preview of the website. The improvements in link visibility and helpfulness are aimed at helping users connect directly with sources and creators.

SPACEX IS STARTING TO MOVE ON FROM THE WORLD'S MOST SUCCESSFUL ROCKET

SpaceX conducted 165 launches with the Falcon 9 rocket last year. It plans up to around 145 Falcon launches this year. SpaceX is transitioning its sites to launch Starships. The Falcon 9 will still remain operational at least as long as the International Space Station, which is unlikely to retire before 2032. SpaceX will put Starship to work as soon as possible to launch upgraded Starlink Internet satellites.

HUMANOID ROBOTS TO DRIVE NEXT LEG OF CHINA EXPORT DOMINANCE

China's early lead in humanoid robots will help power its next phase of global manufacturing and export dominance. The nation's share of global manufacturing is estimated to expand to 16.5% by 2030 from 15% today. Chinese tech parks, factories, and universities are already deploying humanoid robots, and government procurement is kicking in, paving the way for broader adoption. American firms like Tesla have invested heavily into the humanoid robot race, but Chinese firms have been quicker to roll out models using the local market as a testing ground.

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