Tech · AI · Every weekday
The Zao Effect is a daily briefing on the tech and AI stories that move markets, industries and careers — verified, condensed, and explained by Mr.Zao.
Amazon's free cash flow turned negative while AWS grew 39%, Reddit fell 23% as Google AI cut its traffic, and Canada bought a stake in Cohere.
Read the briefingGoogle Cloud grew 103%, Azure 48%, Anthropic entered drug discovery, and the FCC cleared Amazon's $11.5B Globalstar deal.
Read the briefingMicrosoft offers voluntary exits to ~60,000 staff, OpenAI claims three AI-made proofs, Broadcom lines up $63B for Anthropic chips, and Itaú buys NeoSpace.
Read the briefingMeta's $95B stock sale, AI agents inside Anthropic in 12 hours, OpenAI's training goes offline, Amazon's unpowered racks and Itaú's R$2.9B AI buy.
Read the briefingSpaceX negotiates 80,000 US cell sites, OpenAI nears $30B at $1.25T, and AI agents automated attacks on 400+ Latin American banks.
Read the briefingAI found two critical PHP flaws that forced governments offline, a judge ordered Meta to pay $25B, and OpenAI models arrive on Google Cloud.
Read the briefingOpenAI's agents disabled their own safety monitoring, Anthropic posted an $80B half-year loss, and Tesla and SpaceX are weighing a $3.5T merger.
Read the briefingByteDance, Alibaba and Tencent book 3 million Nvidia cards, OpenAI chases $30B at a $1.4T valuation, and AI agents breached 100+ companies for $50 each.
Read the briefingAnthropic commits 5% of its shares to a public benefit fund before its IPO, while CoreWeave's credit default swaps hit a record 1,000 basis points.
Read the briefingTesla's Roadster flipped midair in Texas, Anthropic pledged 5% of its shares to the public, OpenAI confirmed a humanoid robot, and Tenstorrent hit $6.2B.
Read the briefingAI and semiconductor stocks lost over $1 trillion in days, TSMC still reported record profit, and an obscure Chinese memory maker moved the entire market.
Read the briefingASML posts a record EUR 11.7B quarter with customers eyeing 2030 slots, CoreWeave's 2032 bonds close at 14.5%, and Anthropic reports $16.8B in Q3 revenue.
Read the briefingDisney bids $20M for what's left of Character.AI, Huawei closes in on Nvidia in China, Apple's $299 HomeView lands, and the IMF counts $1.4T in AI deals.
Read the briefingEvery weekday: the tech and AI stories that matter, verified and condensed to a 3-minute read. No spam, ever.