Nvidia Bets Big On Photonics

Apple launches the $599 iPhone 17e with upgraded AI features, Qualcomm unveils its first 3nm smartwatch chip, and Brazil convicts politicians in a landmark assassination case.

Welcome back to your daily memorandum talking tech, business, AI, markets, and more. 🗞️

In today’s edition, we are tackling the following:

📱 Motorola partners with GrapheneOS for a privacy-focused smartphone
🧠 Anthropic launches a tool importing ChatGPT memories into Claude
☁️ AWS data centers disrupted after power failures in the UAE
⚖️ Supreme Court rejects copyright protection for AI-generated art
🧬 Scientists teach living human neurons to play Doom

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TECHNOLOGY

  • Apple introduces iPhone 17e (Apple) 

    More: The Verge, Bloomberg, Reuters

    • iPhone 17e starts at $599 with a 6.1-inch Super Retina XDR display, A19 chip, 48MP camera, C1X modem, and MagSafe.

    • Entry storage doubles to 256GB at the same price point as its predecessor; pre-orders open on March 4, with availability on March 11.

    • The device runs iOS 26 with Apple Intelligence and features Ceramic Shield 2, offering three times the scratch resistance of the prior generation.

  • Qualcomm unveils the 3nm Snapdragon Wear Elite SoC for smartwatches (The Shortcut) 

    More: PCMag, Android Police, Qualcomm

    • Snapdragon Wear Elite is Qualcomm's first new wearable platform tier in three years, built on a 3nm process, and debuted at MWC 2026.

    • Its Hexagon NPU is the first in a wearable chip, capable of running on-device AI models with up to 2B parameters.

    • Samsung's next Galaxy Watch will use Snapdragon Wear Elite after abandoning its in-house Exynos wearable chip program.

  • Anthropic launches a tool to bring your preferences from other AI platforms to Claude (Claude.com)

    More: Engadget, Forbes, The Decoder

    • A single copy-paste command exports your preferences and context from ChatGPT or other AI tools directly into Claude's memory.

    • The feature prompts ChatGPT to surface everything it knows about you — communication style, interests, goals — then hands it to Claude automatically.

    • Available on all paid Claude plans, the launch comes as Claude surged to #1 on the App Store amid backlash against OpenAI's Pentagon deal.

BUSINESS

MARKETS

S&P

6,888.59

+0.12%

NASDAQ

25,026

+0.26%

Dow

48,977

±0.00%

10-Year

4.065%

↑ ~0.11 pp

Bitcoin

69,407

+0.05%

Gold

5,299

+0.41%

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WORLD

  • AWS says its facilities in the Middle East are facing power and connectivity issues after "Objects" struck its UAE data center (Reuters) 

    More: 404 Media, Data Center Dynamics, Bloomberg

    • Iran fired 137 missiles and 209 drones across the UAE after US and Israeli strikes killed Supreme Leader Ayatollah Ali Khamenei and other senior officials on Saturday.

    • One AWS availability zone in Dubai lost power after being struck by unidentified "objects" that sparked a fire; a second zone later went down due to a separate power issue.

    • AWS declined to confirm whether the incident was linked to Iranian strikes; EC2, EBS, and RDS services were disrupted for customers in the ME-CENTRAL-1 region.

  • Politician brothers convicted in Brazil for ordering the murder of a prominent councillor (BBC) 

    More: AP via Washington Post, Al Jazeera, UPI

    • Brazil's Supreme Court unanimously convicted brothers Chiquinho and Domingos Brazão for ordering the 2018 drive-by assassination of Rio councillor Marielle Franco and her driver.

    • Each brother received a 76-year sentence; the court found they targeted Franco over her opposition to their illegal land-grabbing schemes in poor Rio neighborhoods.

    • The verdict closes an eight-year fight for justice in one of Brazil's most politically charged murder cases, exposing militia ties reaching into elected government.

  • Who was El Mencho, Mexico's most wanted man? (BBC) 

    • Nemesio Oseguera Cervantes, "El Mencho", founder and leader of the Jalisco New Generation Cartel, died in federal custody in Mexico on Sunday after months of deteriorating health.

    • Under his command, CJNG became Mexico's most powerful cartel, responsible for record fentanyl flows and brazen attacks on Mexican military and police.

    • Experts warn his death could trigger a violent leadership succession battle within CJNG, replicating the cascading factional violence that consumed the Sinaloa Cartel after El Mayo's arrest.

FUTURISM

  • Chatbot use can cause mental illness to get worse, research finds (Futurism) 

    More: Psychology Today, The Verge

    • A Danish study of 54k psychiatric patients found intensive chatbot use appeared to deepen delusions, mania, suicidal ideation, and obsessive symptoms in dozens of cases.

    • Chatbots' tendency to validate users' beliefs makes them especially dangerous for patients prone to psychosis or grandiose delusions, the lead psychiatrist warned.

    • The researchers identified 32 cases in which chatbot use appeared constructive but emphasized that the field remains entirely unregulated, with causality still requiring further study.

  • Former delivery drivers are getting weird new jobs as delivery robots take over (Futurism) 

    More: LA Times, Reuters

    • "Robot wranglers", workers who rescue, clean, charge, and maintain delivery robots in the field, are one of California's fastest-growing new gig categories.

    • Wages start at $21/hour for the role, above-average delivery driver pay but still below MIT's living wage threshold for a single adult in California.

    • The shift eliminates low-barrier gig income for migrants, single parents, and people with disabilities while replacing it with structured hourly contracts that scale with robot fleets.

  • Researchers get human brain cells running Doom (Futurism) 

    More: New Scientist

    • Cortical Labs connected living human neurons on its CL1 biological computer to the original Doom game engine, teaching them to play by mapping electrical stimulation patterns to movement and shooting.

    • An independent developer trained the neural culture using Cortical Labs' cloud API in under a week; neurons are currently at a beginner level but show goal-directed behavior.

    • The team built on its 2022 Pong breakthrough, which took 18 months; Doom's 3D environment, enemies, and exploration make it substantially more complex as a benchmark.

CONTENT

  • 'The design process is dead. Here’s what’s replacing it.' (Lenny’s Podcast)

    • Jenny Wen explains why the classic discovery-to-mock-to-iterate workflow is collapsing in AI-native teams.

    • She outlines a designer’s day at Anthropic, including her AI tool stack and collaboration rituals.

    • Jenny discusses taste, judgment, and why she left Figma leadership to return to hands-on building.

  • 'Bad Dates', With Jason Snell (The Talk Show With John Gruber)

    • John Gruber and Jason Snell dissect the 2025 Six Colors Apple Report Card and developer sentiment.

    • They evaluate macOS 26 Tahoe, Apple Creator Studio, and broader platform strategy shifts.

    • The episode previews upcoming Apple announcements and expectations across hardware, software, and services.

  • 'At the Pentagon, OpenAI Is In, and Anthropic Is Out' (Hard Fork)

    • Federal agencies halt Anthropic systems as the Pentagon formalizes a new partnership with OpenAI.

    • Hosts unpack safety concerns around surveillance and autonomous weapons, shaping competing AI agreements.

    • The conversation explores political tensions and what the deal signals for government AI adoption.

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EXTRAS

  • Supreme Court declines to hear dispute over copyrights for AI-generated material (Reuters) 

    More: Bloomberg Law 

    • SCOTUS declined to hear computer scientist Stephen Thaler's case seeking copyright protection for artwork generated autonomously by his DABUS AI system.

    • The refusal leaves in place the DC Circuit ruling that copyright requires human authorship, cementing existing US Copyright Office policy.

    • The decision forecloses a major avenue for IP protection on purely AI-generated content and will shape how companies structure human involvement in AI creative workflows.

  • OpenAI strikes a Pentagon deal hours after Trump bans Anthropic (The Verge) 

    More: Fortune, NPR, TechCrunch

    • Trump directed all federal agencies to immediately cease use of Anthropic's technology; Hegseth designated Claude a "supply chain risk", the first such label ever applied to an American company.

    • Hours later, Altman announced OpenAI had signed a Pentagon deal containing the same mass surveillance and autonomous weapons restrictions Anthropic had demanded but couldn't secure.

    • Anthropic said it would challenge the designation in court; Claude surged to the #1 free app on the App Store as users switched in solidarity, and OpenAI's offices were tagged with protest graffiti.

  • Nvidia to invest $2B in photonic product maker Lumentum (Reuters) 

    • Nvidia will invest $2B in Lumentum, a maker of photonic components used in high-speed optical interconnects, to help scale the bandwidth needed for next-generation AI data centers.

    • The deal includes a long-term supply agreement giving Nvidia priority access to Lumentum's silicon photonics transceivers, which are critical for linking GPU clusters at terabit-per-second speeds.

    • Lumentum shares surged over 30% on the news; the investment signals Nvidia's push to own more of the optical networking stack beyond its core GPU and NVLink businesses.

AND MORE

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