Oracle's Cloud Surge, OpenAI's Codex Crisis, and an FBI Hack That Shouldn't Have Happened

In today's episode: Documents and a source: a foreign hacker compromised files relating to the FBI's Jeffrey Epstein investigation in 2023; the FBI confirms a “cyber incident” Sources: the US DOJ is investigating Iran's use of Binance to evade sanctions, focusing on money flowing to networks backing terror groups like Yemen's Houthis Google rolls out Gemini in Chrome to India, Canada, and New Zealand, and adds support for over 50 additional languages, including Hindi, French, and Spanish Anthropic debuts Anthropic Institute, an internal think tank led by co-founder Jack Clark combining its societal impacts, red team, and economic research teams Oracle reports Q3 revenue up 22% YoY to $17.19B, above $16.91B est., and cloud revenue up 44% YoY to $8.9B, above $8.85B est.; ORCL jumps 8%+ pre-market Inside OpenAI's race to catch up with Claude Code, based on interviews with 30+ sources; a source says Codex had $1B+ in annualized revenue by January's end