CyberPhyre

For the first time, a Japanese company has invested in Ukraine's defense sector. Tokyo-listed Terra Drone is partnering with Kharkiv-based Amazing Drones to scale up production of interceptor drones and expand globally — Kyiv Independent. 1/

Ukraine just opened its first drone production plant in Britain. That matters for 3 reasons: • it moves part of Ukraine’s war industry into NATO space • it creates industrial spillover inside Europe • it shows Ukrainian defense tech is no longer just “surviving” — it is scaling 🧵👇

俺アメリカ人が日本の事好きなイメージが無かったんだよ。 何なら少し馬鹿にしてると思ってた。 でも全然違った。変な日本人より日本が好きだった。 ひとつ気になってるんだが、どうして日本が好きなの？

in one week >npm axios attack >claude code leak >FBI director’s gmail hacked great time to be in security rn

We’ve had Oracle on our tracker since March 10th. 30,000 jobs. They’re cutting workers to fund AI data centers. 95+ companies. 330,000+ cuts. 3,900 per day. And Q1 isn’t even over.

🦔 Oracle laid off between 20,000 and 30,000 employees Tuesday morning, roughly 18% of its global workforce, via a single email sent at 6am EST with no prior warning. System access was revoked almost immediately after. The cuts are expected to free up $8-10 billion in cash flow. Oracle's stock has lost more than half its value since September 2025 and the company now carries over $124 billion in debt, up from $89 billion a year ago, with free cash flow running negative $10 billion last quarter. My Take Oracle posted a 95% jump in net income last quarter and still eliminated 18% of its workforce by email before most people finished their morning coffee. This is not a company in distress in the traditional sense. It's a company that made an enormous debt-funded bet on AI infrastructure and is now converting its workforce into cash flow to service that debt. We've covered Oracle's AI gamble for months. The $300 billion OpenAI deal through Stargate, $50 billion in capital expenditure this fiscal year, over $124 billion in total debt. Multiple US banks have pulled back from financing Oracle-linked data center projects. Bondholders have sued Oracle claiming it concealed how much additional debt the OpenAI deal would require. The credit default swap spread hit a three-year high earlier this year, meaning debt investors are genuinely nervous about getting paid back. The workers who got that 6am email built the products Oracle has monetized for decades. The bet that eliminated their jobs was made by people who were already paid regardless of how it turns out. That is the part of the AI infrastructure race that doesn't show up in the capex announcements. Hedgie🤗