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subtl daily briefing

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Good morning, tech founders. The AI bubble just got very real – OpenAI closed a massive $122B funding round at an $852B valuation, then immediately killed their Sora video product because they can't afford the GPU costs. Meanwhile, Anthropic is shaking up the developer ecosystem by blocking third-party tools like OpenClaw from accessing Claude subscriptions.

In today's briefing

  • 1.OpenAI's $122B raise and GPU crisis
  • 2.Anthropic blocks developer tools
  • 3.Aave loses third major contributor
  • 4.AI agents create liability black hole
  • 5.US plastics boom from Iran war
  • ⚡Quick hits on other news
Latest Developments
Crypto

💸Aave loses third major contributor as DeFi governance fractures

The Rundown: Chaos Labs terminated their engagement with Aave due to risk management disagreements, becoming the third core contributor to exit in two months.

The details:

  • ●Chaos Labs exits Aave over risk management disagreements and funding issues, following two other major departures
  • ●Ethena strikes institutional lending deals with Anchorage Digital, Maple, and Coinbase to diversify USDe reserves
  • ●Polymarket launches Polymarket USD token backed 1:1 by USDC to replace bridged assets
  • ●Charles Schwab launched waitlist for direct Bitcoin and Ethereum trading, targeting 46 million clients and $12T in assets
Why it matters: The exodus of key contributors signals deeper governance issues in DeFi protocols that could undermine long-term sustainability. However, traditional finance adoption like Schwab's crypto trading suggests institutional demand is accelerating even as core DeFi infrastructure faces internal challenges.

📰 Source: The Defiant

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Everything else in the news today

Netflix releases VOID open-source framework for physics-aware video object removal→
Apple signed drivers for Nvidia eGPUs enabling AI processing on Mac without workarounds→
LinkedIn secretly scans over 6,000 browser extensions to link users' software choices to their identities→
Google's Gemma 4 31B became the best US open model, surpassing GPT-OSS-120B on benchmarks→
Claude Code and ChatGPT Codex drove 84% surge in App Store submissions in Q1 2026→
Mode Mobile achieved $115M+ revenue while users earn money for browsing and app usage→
Stardust Solutions raised $60M for controversial solar geoengineering to dim the sun→
Archive of Our Own finally exited beta after 17 years of development→
NeeDoh stress toys went viral causing 10x demand surge despite launching in 2017→
Ethereum Foundation staked $93M worth of ETH to generate $3.9-5.4M annually→
Naoris Protocol launched first post-quantum blockchain using NIST cryptography standards→
OpenTelemetry Profiles entered public alpha with eBPF-based continuous profiling→
Scientists created neurobots - living cell clusters that self-organize and move autonomously→
Microsoft Copilot terms now state it's for entertainment only despite enterprise sales→
Aerie saw 23% sales growth after publicly committing to AI-free marketing campaigns→
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