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1.	Polymarket Discusses Funding at a Roughly $15 Billion Valuation By Nick Wingfield Source: The Information

Predictions site Polymarket is in discussions with investors about $400 million in funding at around a $15 billion valuation, which would add to $600 million that Intercontinental Exchange recently invested in the company, The Information reported.

This valuation is substantially lower than rival Kalshi’s $22 billion round. Kalshi’s higher valuation stems from its existing U.S. customer base and $1.5 billion in annualized revenue, while Polymarket just recently launched its U.S. platform and began charging fees.

2.	Vercel Confirms Security Breach By Nick Wingfield Source: The Information

Vercel, a cloud development platform, on Sunday said a security breach allowed an attacker to gain unauthorized access to data for a “limited subset of customers.”

In a post on X, Vercel CEO Guillermo Rauch said the attack began when a Vercel employee’s Google Workspace account was compromised through a breach at the AI platform Context.ai. “We believe the attacking group to be highly sophisticated and, I strongly suspect, significantly accelerated by AI,” Rauch wrote. “They moved with surprising velocity and in-depth understanding of Vercel.”

Vercel said it had notified law enforcement and is directly contacting customers it has identified as affected. In September, investors valued Vercel at $9.3 billion in a funding round that raised $300 million for the company. Rauch recently said the company is ready for an initial public offering, but hasn’t decided on the timing for one yet.

3.	NSA Uses Anthropic’s Mythos Despite Pentagon Blacklist By Nick Wingfield Source: Axios

The National Security Agency is using Anthropic’s powerful new AI model, Mythos Preview, even though the agency’s parent, the Department of Defense, has sought to blacklist the AI startup from government contracts, Axios reported.

Axios didn’t say how the NSA is using Mythos, though other organizations with access are primarily using it to scan their own environments for security vulnerabilities. One source told Axios that Mythos Preview is being used more widely within the Defense Department beyond the NSA.

The continued use of Anthropic’s AI within the Defense Department stands in stark contrast to the Pentagon’s efforts recently to label the startup a “supply chain risk,” which ordinarily bars a company from doing business with the government. The Pentagon took action against Anthropic earlier this year after the company refused to allow its AI models to be used for autonomous weapons and mass surveillance. Anthropic has filed two federal lawsuits as a result.

At the same time, there are signs of a potential thaw with other parts of Donald Trump’s administration. Anthropic CEO Dario Amodei on Friday met with White House Chief of Staff Susie Wiles and Treasury Secretary Scott Bessent to discuss Mythos.

4.	Blue Origin Successfully Lands New Glenn Rocket Booster By Nick Wingfield Source: The Information

Jeff Bezos’ rocket company Blue Origin completed the third mission for its New Glenn rocket, which mostly went as planned.

On Sunday morning, the rocket’s booster successfully landed on a barge in the Atlantic Ocean off the coast of Florida, the second time Blue Origin has accomplished that feat, which is a crucial step in the reusability of the rocket. Bezos posted a video clip on X of the landing.

The second stage of the rocket also deployed its payload, an AST SpaceMobile satellite intended to expand AST’s direct-to-smartphone broadband network capacity. That satellite also powered on. However, Blue Origin in a post on X said that the satellite was placed in an “off-nominal orbit”—space jargon for a mishap. “We are currently assessing and will update when we have more detailed information,” Blue Origin said in the post.

New Glenn’s progress is being closely followed in the space industry. If the company can successfully and frequently launch the rocket, it could provide a serious new competitor for Elon Musk’s SpaceX. New Glenn will jockey for rocket launch business with SpaceX’s new Starship rocket.

5.	Anthropic Has Received Investor Interest at $800 Billion Valuation By Nick Wingfield Source: The Information

Anthropic has received expressions of interest from investors who want to put money into the AI startup at an $800 billion valuation, but the company has no current plans to raise money.

Those were among the details in a profile of Anthropic Chief Financial Officer Krishna Rao published by The Information. A decision on raising more money likely won’t happen until after Anthropic’s May board meeting, a person with knowledge of the company’s plans told The Information. Some Anthropic investors believe the company could fetch a $1 trillion valuation, which would represent more than 2.5 times its $380 billion valuation in January.

Rao has guided Anthropic through multiple fundraising rounds since he joined Anthropic in 2024. He has also pushed the company to expand its relationship with multiple cloud computing and chip providers.