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Anthropic CEO Dario Amodei posted an update on where things stand with the Department of War. In a nutshell:

  1. Anthropic said it will challenge the White House assessment that it is a supply chain risk in court.
  2. Most existing Anthropic customers won't be affected.
  3. The tone of the most was a bit apologetic and indicated that negotiations may be going on behind the scenes.
  4. Anthropic models are being used in Iran as we speak.

"Our most important priority right now is making sure that our warfighters and national security experts are not deprived of important tools in the middle of major combat operations. Anthropic will provide our models to the Department of War and national security community, at nominal cost and with continuing support from our engineers, for as long as is necessary to make that transition, and for as long as we are permitted to do so."

Apple launched MacBook Neo, a budget MacBook that comes in four colors and starts at $599. With the move, Apple is taking aim at Chromebook and low-priced Microsoft Windows PCs. Apple is departing from its usual approach but the logic behind Neo is solid. Apple can get people to eventually trade up to more expensive MacBooks and now it has a MacBook to ride along with the iPhone 17e. After all, the goal for Apple is to get you in the ecosystem and keep you there.

MacBook Neo has two USB-C ports, 256GB of storage to start and is powered by A18 Pro chip used in the iPhone.

MacBook Neo

Perplexity will run its AI inference workloads on CoreWeave Cloud. The companies have a multi-year partnership to pilot new services.

Under the agreement, Perplexity will use CoreWeave's platform and Nvidia GB200 NVL72-powered clusters. CoreWeave will use Perplexity Enterprise Max across its org for knowledge sharing, research and analysis.

GitLab reported a better-than-expected fourth quarter, mixed outlook and said it sees "multi-year growth drivers with GitLab Duo Agent Platform and hybrid pricing."

The company reported a fourth quarter net loss of $2.6 million, or 2 cents a share, on revenue of $260.4 million, up 23% from a year ago. Non-GAAP earnings were 31 cents a share. GitLab's annual recurring revenue now tops $1 billion.

As for the outlook, GitLab projected first quarter revenue of $253 million to $255 million with non-GAAP earnings of 20 cents a share to 21 cents a share, slightly above estimates.

For fiscal 2027, GitLab projected revenue of $1.1 billion to $1.12 billion with non-GAAP earnings of 76 cents a share to 80 cents a share, well below the $1.03 expected.

CEO William Staples said:

"Investor uncertainty is understandably high. When every developer has access to the same models, code generation becomes a commodity. The bottleneck shifts to everything after the code, reviews, security, pipelines, compliance, deployment. That's precisely where we live. And that position gets harder to replicate as AI proliferates. Some of our customers already carry decades of technical debt, thousands of repositories and compliance obligations tied to policies written years ago.

GitLab holds all of that context, history, ownership, risk, intent, it's all getting indexed and connected across the software life cycle. In the world of autonomous agents, context is the difference between useful action and a potentially catastrophic one."

GitLab is on the following Shortlists:

Accenture said it will buy Ookla from Ziff Davis for $1.2 billion. It's not often that a media company and a consulting firm swap properties. Ookla, which for now is part of Ziff Davis' connectivity unit, includes Speedtest, Downdetector, Ekahau and RootMetrics. Accenture's plan is to leverage the data and technology from those brands to "help Communications Service Providers (CSPs), hyperscalers, and enterprises optimize the mission-critical Wi-Fi and 5G networks that power their digital core."

In a statement, Accenture said the insights from the network, device and applications are critical in the AI era. "Without the ability to measure performance, organizations cannot optimize experience, revenue, or security. By acquiring Ookla, we will help our clients across business and government scale AI safely and build the trusted data foundations they need to deliver the reliable, seamless connectivity that creates value," said Accenture CEO Julie Sweet.

Ookla had $231 million in revenue in 2025, according to Ziff Davis.