Tej's Daily https://news.tejorugonda.com/ Personal daily news digest, one Finshots-style deep-dive per day on finance, AI, and politics. Written for a curious general reader. en Mon, 11 May 2026 19:56:56 GMT When Google "invests" 40 billion dollars in Anthropic, where does the money actually go? https://news.tejorugonda.com/articles/2026-05-11-when-google-invests-40-billion-dollars-in-anthropic-where.html https://news.tejorugonda.com/articles/2026-05-11-when-google-invests-40-billion-dollars-in-anthropic-where.html Last month Alphabet committed up to 40 billion dollars to Anthropic. Anthropic then committed roughly 200 billion to Google Cloud. And Alphabet's Q1 profit jumped to a record. Look closely, and you'll see why "AI capex" might be the strangest number in finance right now. Mon, 11 May 2026 10:00:00 -0000 AI Vijay wins Tamil Nadu, BJP takes Bengal, and Delhi's 2029 math just shifted https://news.tejorugonda.com/articles/2026-05-10-vijay-wins-tamil-nadu-bjp-takes-bengal-and-delhis-2029-math.html https://news.tejorugonda.com/articles/2026-05-10-vijay-wins-tamil-nadu-bjp-takes-bengal-and-delhis-2029-math.html On May 10, actor C. Joseph Vijay was sworn in as Tamil Nadu's first non-Dravidian chief minister since 1967. The same week, BJP swept West Bengal, Kerala flipped back to Congress, and Assam stayed saffron. The 2026 state polls just reset how Delhi will plan the 2029 general election. Sun, 10 May 2026 10:00:00 -0000 Politics · India Argentina's hantavirus cases are rising, and a cruise ship took it global https://news.tejorugonda.com/articles/2026-05-10-argentinas-hantavirus-cases-are-rising-and-a-cruise-ship.html https://news.tejorugonda.com/articles/2026-05-10-argentinas-hantavirus-cases-are-rising-and-a-cruise-ship.html Argentina has logged 101 confirmed hantavirus cases this season, nearly double the year before, with mortality running near 35%. Then a passenger boarded the MV Hondius at Ushuaia and the virus left the country. Eight cases, three deaths, and a WHO alert across five continents. Sun, 10 May 2026 10:00:00 -0000 Politics · Global Anthropic commits $200 billion to Google Cloud over five years for TPU chips https://news.tejorugonda.com/articles/2026-05-10-anthropic-commits-200-billion-to-google-cloud-over-five-year.html https://news.tejorugonda.com/articles/2026-05-10-anthropic-commits-200-billion-to-google-cloud-over-five-year.html Anthropic signed a roughly $200 billion, five-year deal with Google Cloud for ~5 gigawatts of compute on Google's TPUs. Alphabet invests up to $40 billion in return. The center of gravity for Claude training shifts away from AWS. Sun, 10 May 2026 10:00:00 -0000 AI