Emily Nicolle / Bloomberg:
Polymarket trades on contracts tied to strikes on Iran hit $529M, and six new accounts profited a total of $1M by betting on the US to strike Iran by Feb. 28  —  As US and Israeli bombs fell on Iran this weekend, bettors on Polymarket — where $529 million was traded on contracts tied to the timing of the strikes — were cashing in.

@openai:
OpenAI says it does not think Anthropic should be designated as a supply chain risk and it has made its position on this clear to the Pentagon  —  We do not think Anthropic should be designated as a supply chain risk and we've made our position on this clear to the Department of War.

OpenAI:
OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”  —  We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.

Issie Lapowsky / Bloomberg:
AI coding agents are fueling productivity panic among executives and engineers, as a UCB study finds those offloading work to AI are also working longer hours  —  AI coding agents promised to make software development easier.  Instead they've kicked off a high-pressure race to build at any cost.

Wall Street Journal:
An interview with Amazon's AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more  —  Amazon's new artificial intelligence czar, Peter DeSantis, is a larger-than-life figure within the company where he has worked since its early days