Microsoft will increase prices for commercial Office subscriptions on July 1, 2026, including a 33% jump for front-line worker plans like Microsoft 365 F1 (Jordan Novet/CNBC)
Sources: Polymarket has recruited staff for a market making team that could face off against its customers; Kalshi's similar unit exposed Kalshi to criticism (Bloomberg)
OpenAI agrees to buy Poland-based Neptune, which makes tools for analyzing progress during AI model training; the transaction will be in stock (Dina Bass/Bloomberg)
IoT security device maker Verkada hit a $5.8B valuation after new funding, source says totaling $100M, led by CapitalG; it passed $1B in annualized bookings (Jaures Yip/CNBC)
Israeli startup Zafran, an AI-native threat exposure management service, raised a $60M Series C led by Menlo Ventures, bringing its total funding to $130M (Globes)
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A look at ElevenLabs, as ~50% of its $193M in trailing 12-month revenue now comes from corporates, like Cisco, and ~50% from YouTubers, podcasters, and authors (Iain Martin/Forbes)
Car sharing service Zipcar UK plans to shut down after London extended its Congestion Charge to EVs; Zipcar had losses of £11.7M in 2024 vs. £364,000 in 2023 (Simon Hunt/City A.M.)
How a Chinese entrepreneur amassed 10M+ IPv4 addresses, mostly from Africa, to lease them outside Africa, leaving African ISPs struggling to expand capacity (Alexandra Wexler/Wall Street Journal)
Anthropic says over 60% of its business customers use more than one Claude product, a trend it began noticing after Claude Code's rise in popularity (Richard Nieva/Forbes)
Sources: Databricks is raising $5B and expects sales to grow 55% this year, putting its post-money valuation at $134B, as AI costs squeeze gross profit margins (Cory Weinberg/The Information)
An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (Dylan Patel/SemiAnalysis)
A profile of Klay, whose app will let users remake songs using AI; Klay has raised ~$10M and is the first AI startup to close deals with the three major labels (Abram Brown/The Information)
Salesforce: online Black Friday sales grew 6% YoY to $79B globally, including $3B in US sales driven by AI agents; Adobe: US online sales rose 9.1% to $11.8B (Joan Verdon/Forbes)
Airbus issues an order to revert 6,000 A320-series planes to old software, after an incident revealed that intense solar radiation corrupted flight control data (Nadeem Badshah/The Guardian)