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A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI (Logan Bartlett/@loganbartlett)

Logan Bartlett / @loganbartlett : A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI   —  This week I co-wrote Redpoint's 2026 Market Update for our Limited Partners with my colleagues @AdilBhatia and @lydianday. from Techmeme https://ift.tt/niSGLUt via IFTTT
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A profile of Mark Lanier, a TX lawyer and part-time pastor who beat Meta and Google in the LA social media case and said Zuckerberg was "rattled" on the stand (Wall Street Journal)

Wall Street Journal : A profile of Mark Lanier, a TX lawyer and part-time pastor who beat Meta and Google in the LA social media case and said Zuckerberg was “rattled” on the stand   —  Plaintiff's attorney Mark Lanier uses props and parables to challenge social-media giants, drugmakers and manufacturers … from Techmeme https://ift.tt/wabPmJ0 via IFTTT
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Report analyzing payments of 28M US consumers shows Claude adding paid subs at a steadily increasing pace; Anthropic: paid subs have more than doubled this year (Julie Bort/TechCrunch)

Julie Bort / TechCrunch : Report analyzing payments of 28M US consumers shows Claude adding paid subs at a steadily increasing pace; Anthropic: paid subs have more than doubled this year   —  Whatever the final outcome for Anthropic from its feud with the Department of Defense, the attention it has generated … from Techmeme https://ift.tt/3tO7MfF via IFTTT
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ShinyHunters says it stole 350GB+ of data in a cyberattack on the European Commission, detected on March 24; the EC says its internal systems were not affected (Pierluigi Paganini/Security Affairs)

Pierluigi Paganini / Security Affairs : ShinyHunters says it stole 350GB+ of data in a cyberattack on the European Commission, detected on March 24; the EC says its internal systems were not affected   —  The European Commission has allegedly been breached by ShinyHunters, with reported data dumps including content from mail servers. from Techmeme https://ift.tt/JylEGkn via IFTTT
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US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm (Financial Times)

Financial Times : US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm   —  New research suggests AI data centres will need much less memory than investors had bargained for  —  US memory chip stocks … from Techmeme https://ift.tt/HFEockd via IFTTT
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Filing: Kalshi has secured a license allowing it to offer margin trading to users, which would make the platform more appealing to institutional investors (Bloomberg)

Bloomberg : Filing: Kalshi has secured a license allowing it to offer margin trading to users, which would make the platform more appealing to institutional investors   —  Kalshi Inc. has secured a license allowing it to offer margin trading to users, a feature that would make the prediction market platform … from Techmeme https://ift.tt/mdLbslY via IFTTT
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The FBI confirms Iran-linked Handala breached Kash Patel's personal email but says the data accessed was "historical in nature" and involves no government info (TechCrunch)

TechCrunch : The FBI confirms Iran-linked Handala breached Kash Patel's personal email but says the data accessed was “historical in nature” and involves no government info   —  Lorenzo Franceschi-Bicchierai Zack Whittaker  —  A hacking group backed by the Iranian government dubbed “Handala” … from Techmeme https://ift.tt/FgrGSPV via IFTTT
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