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Jon Keegan

US scoping out drone and solar panel supply chains ahead of potential tariffs

The Trump administration may be planning to impose tariffs on drones and their components, as well as solar panels.

Bloomberg reports that the US Department of Commerce has initiated investigations into two categories of imports: “imports of unmanned aircraft systems (UAS) and their parts and components” and “imports of polysilicon and its derivatives.”

The “Section 232” investigations are required in order for the Trump administration to impose tariffs on the goods in the name of national security.

The vital role of drones in a rapidly changing national security landscape has grabbed the attention of the White House.

In June, President Trump signed an executive order titled “Unleashing American Drone Dominance,” which seeks to identify “supply chain risks” and to “secure the United States drone supply chain against foreign control or exploitation.”

While the recently passed new tax bill has put the nail in the coffin for many renewable energy credits, the investigation into solar panel imports is an acknowledgement that America’s capacity to manufacture cheap, efficient solar power is relevant to national security.

The notice of the investigation in the Federal Register says the department is particularly interested in hearing about “the ability of foreign nations to weaponize their control over supplies of polysilicon and its derivatives.”

The “Section 232” investigations are required in order for the Trump administration to impose tariffs on the goods in the name of national security.

The vital role of drones in a rapidly changing national security landscape has grabbed the attention of the White House.

In June, President Trump signed an executive order titled “Unleashing American Drone Dominance,” which seeks to identify “supply chain risks” and to “secure the United States drone supply chain against foreign control or exploitation.”

While the recently passed new tax bill has put the nail in the coffin for many renewable energy credits, the investigation into solar panel imports is an acknowledgement that America’s capacity to manufacture cheap, efficient solar power is relevant to national security.

The notice of the investigation in the Federal Register says the department is particularly interested in hearing about “the ability of foreign nations to weaponize their control over supplies of polysilicon and its derivatives.”

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Jon Keegan

European regulators will examine if Apple’s maps and ads businesses require stricter oversight

Apple has notified European regulators that its Apple Maps and Apple Ads platforms meet the threshold to be called “gatekeepers” under the European Commission’s Digital Markets Act, the European Commission said.

European antitrust regulators will now examine if the tech giant’s Maps and Ads units should be subject to stricter regulation. According to the DMA, when a platform reaches 45 million monthly active users and a market cap of €75 billion ($79 billion), it triggers the “gatekeeper” designation and additional rules apply.

While Apple notified regulators that the threshold has been met, it is pushing back on the designation, saying in a rebuttal to rule makers that the platforms are actually relatively small compared to the competition in Europe and should be excluded. The EC has 45 working days to make a final determination about the designation, and Apple would have six months to comply, Reuters reported.

European antitrust regulators will now examine if the tech giant’s Maps and Ads units should be subject to stricter regulation. According to the DMA, when a platform reaches 45 million monthly active users and a market cap of €75 billion ($79 billion), it triggers the “gatekeeper” designation and additional rules apply.

While Apple notified regulators that the threshold has been met, it is pushing back on the designation, saying in a rebuttal to rule makers that the platforms are actually relatively small compared to the competition in Europe and should be excluded. The EC has 45 working days to make a final determination about the designation, and Apple would have six months to comply, Reuters reported.

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Jon Keegan

Delhi High Court says Apple could face $38 billion penalty in Indian antitrust case

India’s Delhi High Court says that Apple could face a penalty as high as $38 billion for what its investigators describe as abusive conduct” related to the tech giant’s app store, Reuters reports.

Apple is challenging the constitutionality of the country’s new antitrust law, taking specific issue with the fact that penalties are calculated based on companies’ total annual global revenue, rather than just revenue derived from India.

That global figure could mean fines as high as $38 billion, according to a court filing seen by Reuters.

The Competition Commission of India has not issued a final ruling in the case.

That global figure could mean fines as high as $38 billion, according to a court filing seen by Reuters.

The Competition Commission of India has not issued a final ruling in the case.

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Jon Keegan

Anthropic CEO Amodei asked to testify before Congress about Claude-powered Chinese cyberattack, Axios reports

Earlier this month, Anthropic revealed that Chinese state actors had used its Claude chatbot to orchestrate and execute a cyber espionage campaign for the first time. The company said that after it detected its product was being used in that manner, it was able to respond and disrupt malicious behavior.

Now, Anthropic CEO Dario Amodei has been called to testify before the House Committee on Homeland Security, along with Google Cloud CEO Thomas Kuria and Quantum Xchange CEO Eddy Zervigon, Axios reports.

The House committee is seeking information about how nation-state actors are using AI agents to devise and execute novel cyberattacks, like the one that Anthropic disrupted.

The House committee is seeking information about how nation-state actors are using AI agents to devise and execute novel cyberattacks, like the one that Anthropic disrupted.

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Joby sues Archer, accusing its air taxi rival of stealing trade secrets

The rivalry between two much-hyped air taxi companies is heating up, as Joby Aviation has sued Archer Aviation, alleging the latter stole its trade secrets and used them to undercut a partnership deal in an act of “corporate espionage, planned and premeditated.”

Archer called the lawsuit “baseless litigation” without merit in a statement to CNBC.

The lawsuit alleges that this summer, Joby’s US state and local policy lead, George Kivork, was recruited by Archer. The company alleges that two days before announcing his resignation from Joby, Kivork downloaded “dozens” of files and sent additional material to his personal email account.

The following month, the lawsuit states that a strategic partner that had worked with Kivork while at Joby told the company it had been approached by Archer with a more lucrative deal.

Boeing’s air taxi subsidiary, Wisk, sued Archer in 2021, accusing the latter of “brazen theft” of confidential information and intellectual property.

Archer and Joby are both racing to develop electric air taxis for use in commercial flight. Each has also struck deals with major defense contractors.

The lawsuit alleges that this summer, Joby’s US state and local policy lead, George Kivork, was recruited by Archer. The company alleges that two days before announcing his resignation from Joby, Kivork downloaded “dozens” of files and sent additional material to his personal email account.

The following month, the lawsuit states that a strategic partner that had worked with Kivork while at Joby told the company it had been approached by Archer with a more lucrative deal.

Boeing’s air taxi subsidiary, Wisk, sued Archer in 2021, accusing the latter of “brazen theft” of confidential information and intellectual property.

Archer and Joby are both racing to develop electric air taxis for use in commercial flight. Each has also struck deals with major defense contractors.

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Meta wins in FTC antitrust trial

The five-year-long case results in another big win for Big Tech as companies evade aging antitrust laws.

Jon Keegan11/18/25

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