Business: everything we have
Every business event we have logged, with sources, in one place.
190 events (152 after June 2026), 0 models, 44 videos, 94 posts. Latest event 23 October 2026.
Download everything as one Markdown file (635 KB) Full text and every source of each event, plus models, upcoming items, videos and posts. Readable as plain text, and ready to give to an AI model.
Key moments
- OpenAI models come to Google Cloud’s Model Garden (GPT-6 Astra, GPT-6.1 Sol, GPT-6 Luna), making Google the only hyperscaler with all three leading closed model familiesOn Oct 21, 2026 Google Cloud added OpenAI’s GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna to its Model Garden, billed through Google Cloud Marketplace, and OpenAI said its models and Codex workflows would also reach Google’s…
- WSJ obtains Anthropic’s draft S-1 with first-half 2026 numbers: $16.3B revenue (from $1.1B), $80.7B net loss mostly non-cash, ~$9B compute spendOn Oct 20, 2026 the Wall Street Journal reported figures from an updated draft of Anthropic’s IPO prospectus (S-1). Revenue in the first half of 2026 was $16.3B, up from $1.1B a year earlier, with about 20% from two…
- Anthropic commits 5% of its shares to a new Anthropic Public Benefit Fund, about 20% of all shares now pledged to the public goodOn Sunday Oct 18, 2026, weeks before its expected IPO, Anthropic announced the Anthropic Public Benefit Fund, a wholly owned LLC that will receive 5% of the company’s shares (subject to stockholder approval), plus up to…
- Anthropic tells pre-IPO investors Q3 revenue was $16.8B, up 45% on the quarter, and that it was profitable on an adjusted basisAt its pre-IPO investor day in San Francisco on Oct 14, 2026, Anthropic told prospective investors that third-quarter revenue was $16.8 billion, up about 45% from $11.6 billion in Q2 (Q1: $4.7 billion), and that it was…
- IMF raises 2026 growth forecast to 3.1% on AI investment; models an AI unwind that cuts world output 1.1% by 2028 and warns of an AI market correctionThe IMF’s October 2026 World Economic Outlook, released in Bangkok on Oct 13, raised the 2026 global growth forecast to 3.1% (from 3.0% in July), saying AI-related investment offsets part of the energy shock from the…
- Character.AI files for Chapter 11 bankruptcy; Disney bids $20M for an IP license as stalking horseOn Oct 12, 2026 (US time) Character Technologies Inc., the company behind the AI character-chat platform Character.AI, filed a voluntary Chapter 11 case in the US Bankruptcy Court for the District of Delaware to sell…
- FT: OpenAI told investors its annualized revenue was nearing $50B, not $70B; AI stocks fallOn Oct 8, 2026 the Financial Times reported, citing documents, that OpenAI told investors its annualized revenue was approaching $50B at the end of September, about $20B below the ~$70B figure Axios had reported on Sept…
- DeepSeek raises about $15B (RMB 100B) from Tencent, CATL and 15+ investors ahead of a planned IPO (reported Oct 6; near-final Oct 22)Bloomberg reported on Oct 6, 2026 that DeepSeek is close to raising at least RMB 80B (~$12B), possibly up to ~$14.9B, with Tencent and CATL among the largest investors, ahead of an IPO planned for early 2027. It would…
- OpenAI’s annualized revenue nears $70B; it seeks $30B+ at a ~$1.4T valuation as a bridge in place of an IPOOn Sept 29, 2026 Axios reported that OpenAI’s annual recurring revenue was nearing $70B, up more than 70% since the start of Q3, with business revenue more than doubling. The same day Bloomberg reported that OpenAI aims…
- Reuters obtains Anthropic’s IPO prospectus: $2T+ target valuation, $4.6B 2025 revenue, 80 pages of risk factors incl. existential riskOn Sept 28, 2026 Reuters reported on Anthropic’s IPO prospectus. The listing could value Anthropic at more than $2 trillion. 2025 revenue grew 12-fold to nearly $4.6B, with a ~$42B net loss (incl. a ~$34B accounting…
- AMD to acquire Fei-Fei Li’s World Labs for about $8.2B; Li becomes AMD Chief ScientistOn Sept 28, 2026 AMD agreed to buy World Labs, the spatial-intelligence and world-model startup founded by Fei-Fei Li in 2024 and maker of Marble, in an all-stock deal valuing it at about $8.2B. Li becomes AMD EVP and…
- Mistral raises €3B at €21B valuation, Europe’s largest-ever tech equity roundMistral AI raised €3 billion (~$3.5B) in a Series D at a post-money valuation of over €21 billion on 2026-09-08, led by Samsung Electronics with EQT’s Scaleup Europe Fund and PSG as co-leads; it plans to build 1 GW of…
- Nvidia agrees to acquire Hugging Face for $12.9 billionNvidia announced on 2026-09-03 that it will acquire Hugging Face, the main hub for open models and datasets, for about $12.93 billion — its second-largest deal after the ~$20B Groq asset purchase — pledging to keep the…
- Unitree Robotics IPO soars ~460% on Shanghai STAR Market debutUnitree, the world’s largest humanoid-robot shipper, debuted on Shanghai’s STAR Market on 2026-08-19; priced at ¥150.80, shares jumped as much as ~630% intraday and closed up ~460% at ¥845, valuing it around $50B and…
- Demis Hassabis steps aside as Google DeepMind CEO; Koray Kavukcuoglu takes over, Jeff Dean leavesIn early August 2026 Demis Hassabis handed day-to-day control of Google DeepMind to CTO Koray Kavukcuoglu (as SVP reporting to Sundar Pichai), becoming DeepMind chair and Alphabet chief scientist while continuing to…
- Jeff Dean, Sanjay Ghemawat, Oriol Vinyals and Quoc Le leave Google to found Discovery Loop, a PBC to automate ML research and scienceOn 5 Aug 2026 Google’s chief scientist Jeff Dean left after 27 years to co-found Discovery Loop (@DiscoLoopAI), a public benefit corporation with Sanjay Ghemawat, Oriol Vinyals and Quoc Le. It aims to “automate the…
- Apple sues OpenAI and two ex-Apple engineers, including hardware chief Tang Tan, for trade-secret theft over AI devicesOn July 10, 2026 Apple sued OpenAI in the Northern District of California, alleging that OpenAI, its Chief Hardware Officer Tang Tan and engineer Chang Liu (both ex-Apple) misappropriated Apple trade secrets (specs…
- SpaceX exercises its option to buy Cursor maker Anysphere for $60B in stock; deal closes Aug 14On June 16, 2026 SpaceX said it would buy Anysphere, maker of the AI code editor Cursor, for $60 billion in an all-stock deal. It was exercising a right it had announced on April 21, 2026: buy Cursor later in the year…
- SpaceX (incl. xAI) lists on Nasdaq in record $75B IPOSpaceX - which had absorbed xAI in February 2026 - priced the largest IPO ever at $135 per share, raising $75 billion, and began trading on Nasdaq as SPCX on 2026-06-12, closing its first day up about 19% at $160.95. It…
- OpenAI confidentially submits a draft S-1 for an IPO, a week after AnthropicOn June 8, 2026 OpenAI said it had confidentially submitted a draft S-1 registration statement to the US SEC for a proposed IPO, about a week after Anthropic did the same. It said it published the notice because it…
- Anthropic raises $65B Series H at $965B valuation, passing OpenAIOn May 28, 2026 Anthropic closed a $65 billion Series H at a $965 billion post-money valuation, above OpenAI’s reported $852B. It said run-rate revenue had passed $47 billion. It confidentially filed for an IPO four…
- Microsoft and OpenAI restructure partnership, drop the AGI clause and exclusivityIn late April 2026 Microsoft and OpenAI overhauled their partnership, reportedly removing the contractual “AGI clause” (replaced by a fixed 2032 date) and ending exclusivity, while Microsoft remains OpenAI’s primary…
- OpenAI closes record $122B funding round at $852B valuationOn March 31, 2026 OpenAI closed the largest private funding round in history — $122B of committed capital at an $852B post-money valuation — led by Amazon ($50B, $35B of it contingent on an IPO or AGI), Nvidia ($30B)…
- SpaceX absorbs xAI in a $1.25 trillion merger (later rebranded SpaceXAI)In early February 2026 Elon Musk’s SpaceX combined with his AI company xAI (maker of Grok, owner of X), in a deal reported at a combined $1.25 trillion valuation - the largest merger ever. The rationale was pitched as…
- Zhipu AI and MiniMax become first LLM labs to go public (Hong Kong)Chinese ‘AI tigers’ Zhipu AI (Jan 8) and MiniMax (Jan 9, 2026) listed on the Hong Kong Stock Exchange, becoming the first major large-language-model companies to go public — ahead of OpenAI and Anthropic. MiniMax more…
- Universal Music settles with Udio and licenses a new AI music platformUMG settled its copyright suit against AI song generator Udio and signed recorded-music and publishing licenses for a new subscription platform trained on licensed music, the first such deal between a major label and a…
- OpenAI founded as a non-profit AI research labOpenAI launched as a non-profit research company with a mission to ensure artificial general intelligence benefits all of humanity, backed by pledges from Elon Musk, Sam Altman and others.
2026
- Anthropic and private-equity firm Hg agree to launch a European AI consultancy that embeds engineers in businesses (FT)
- Ex-OpenAI science head Kevin Weil launches Warp Sciences, an AI-and-robotics drug-discovery lab, with a $215M Series AOn Oct 22, 2026 Kevin Weil, former chief product officer and head of OpenAI for Science, launched Warp Sciences, a company applying frontier AI and robotic labs to develop medicines faster. It raised a $215M Series A…
- Barclays to cut about 5,000 jobs (5% of staff) in an AI-driven efficiency push, 60% of them in support roles including developersOn Oct 22, 2026, with third-quarter results, Barclays said it will cut about 5,000 jobs, roughly 5% of its workforce, citing “organizational simplification and technology change efficiency” driven by AI; about 1,000…
- Meta Q3 2026: new non-voting Class C stock to fund its AI build-out, 2026 capex floor raised to $135B, Muse passes 10M usersMeta reported Q3 2026 revenue of $64.6B (+26%) on Oct 21 and created a publicly listed non-voting Class C stock, effective January 2027, that it can use to raise capital, pay staff and buy companies while keeping…
- Flapping Airplanes, a year-old data-efficiency AI lab, raises a $1B Series A at a reported $6B valuationOn Oct 21, 2026 Flapping Airplanes, an AI research lab founded about a year earlier by Aidan Smith and brothers Asher and Ben Spector, announced a $1B Series A co-led by Index and Lux; Bloomberg reported a $6B…
- OpenAI models come to Google Cloud’s Model Garden (GPT-6 Astra, GPT-6.1 Sol, GPT-6 Luna), making Google the only hyperscaler with all three leading closed model familiesOn Oct 21, 2026 Google Cloud added OpenAI’s GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna to its Model Garden, billed through Google Cloud Marketplace, and OpenAI said its models and Codex workflows would also reach Google’s…
- SpaceX Q3 2026: AI (‘Super Intelligence’) segment becomes its largest business at $7.56B revenue (9x) and turns profitable; Musk says boards weigh a Tesla mergerOn Oct 20, 2026 SpaceX reported Q3 revenue of $14.58B (+161% year on year). Its AI segment, which it now calls “Super Intelligence”, grew ninefold to $7.56B, mostly from renting compute to Google, Anthropic and others…
- OpenAI acquires Orchestra Bio, maker of AI agents that run drug-development programs, for its Rosalind life-sciences suiteOn Oct 20, 2026 OpenAI said it had acquired Orchestra Bio, a San Francisco startup whose AI agents help pharmaceutical teams coordinate drug-development programs (trial monitoring, finances, scheduling). Its team and…
- WSJ obtains Anthropic’s draft S-1 with first-half 2026 numbers: $16.3B revenue (from $1.1B), $80.7B net loss mostly non-cash, ~$9B compute spendOn Oct 20, 2026 the Wall Street Journal reported figures from an updated draft of Anthropic’s IPO prospectus (S-1). Revenue in the first half of 2026 was $16.3B, up from $1.1B a year earlier, with about 20% from two…
- Tenstorrent raises $1.5B Series E at a $6.2B valuation to scale inference chips for open-weight models
- WSJ on Anthropic’s Long-Term Benefit Trust: five trustees with no equity who can seat four of seven directors, ahead of the IPOOn Oct 19, 2026 the Wall Street Journal examined Anthropic’s Long-Term Benefit Trust (LTBT) as the company prepares its IPO. The five-member trust owns no Anthropic equity and shares no profits, but can seat four of the…
- Microsoft cancels its anchor-tenant deal for Nscale’s Loughton (Essex) AI data centre over grid delays, weeks before Nscale’s planned $35B IPOOn Oct 18, 2026 the Telegraph reported that Microsoft had cancelled its agreement to anchor Nscale’s planned Loughton, Essex data centre, where it was to rent about 23,000 Nvidia AI chips. Crypto Briefing, summarising…
- Anthropic commits 5% of its shares to a new Anthropic Public Benefit Fund, about 20% of all shares now pledged to the public goodOn Sunday Oct 18, 2026, weeks before its expected IPO, Anthropic announced the Anthropic Public Benefit Fund, a wholly owned LLC that will receive 5% of the company’s shares (subject to stockholder approval), plus up to…
- SoftBank weighs buying Allied Universal (up to $18B equity, ~$30B with debt) to deploy robots in US security work (Bloomberg)
- FT: KBRA quietly rated Anthropic BB+ (highest junk tier) in June 2026, ahead of a $35B Apollo-led chip financing with $4.4B of debt tied to Anthropic’s credit
- Replit CEO Amjad Masad says Replit no longer works with Anthropic, citing cost, partnership and performance; a source says the partnership is still in placeOnstage at TechCrunch Disrupt on Oct 16, 2026, Replit CEO Amjad Masad said Replit is “no longer working with Anthropic”, calling it “a decision based on both cost, partnership, and performance” and saying OpenAI’s Sol…
- CNN signs a multiyear deal paying it for Google’s use of its journalism in AI features; CNN, Axios and others join Google’s AI news programme
- Cloudflare and OpenAI report early results of their web-discovery pilot: network signals helped ChatGPT Search find hundreds of millions of new pages
- Anthropic opens applications for STEM Fellows and Conceptual Reasoning Fellows to help Claude reason about the hardest problems in science, philosophy, economics and law
- Vercel AI Gateway index (October 2026): open-weight models take 71.5% of tokens and ~23% of spend; Anthropic’s spend share falls below halfVercel’s AI Gateway Production Index for October 2026 (September data, published Oct 15) says open-weight models processed 71.5% of gateway tokens and about 23% of spend, up from about 5% of spend in June. DeepSeek…
- Accenture caps central Claude funding at $29 per employee per month; heavy users who spent up to $1,000 must bill projects404 Media reported on Oct 15, 2026 that Accenture, from Oct 1, centrally funds only $29 per person per month of Claude Enterprise usage, including Claude Code. Usage above that must be charged to a project code, and…
- OpenAI compute chief Sachin Katti to leave on Nov 15; Uday Ruddarraju takes over infrastructure and compute
- OpenAI Foundation and the Rockefeller Foundation open ‘Cities Deliver’, a $50M call for AI projects in city public services
- OpenAI Economic Research: Codex and ChatGPT Work produce over half of EU Enterprise output tokens, but EU ‘frontier firms’ trail global peers
- Anthropic opens a Singapore office and signs an AI safety and adoption MOU with Singapore’s digital ministry
- Apple v. OpenAI hearing: judge says he is ‘highly likely’ to grant Apple an injunction; OpenAI agrees not to use the alleged trade secretsAt the Oct 14, 2026 hearing in Apple’s trade-secrets suit (N.D. Cal., San Jose), Judge Edward Davila said he was “highly likely” to side with Apple and issue a preliminary injunction. OpenAI then voluntarily agreed…
- CoreWeave shares fall about 15% as its bond yields near 15%, reviving fears about AI build-out debtOn Oct 14, 2026 CoreWeave stock fell about 15% (to about $65.7, near its 52-week low) after a chart posted by Chamath Palihapitiya showed the yield on its unsecured bonds touching 15%, up from about 9% in the summer…
- Anthropic tells pre-IPO investors Q3 revenue was $16.8B, up 45% on the quarter, and that it was profitable on an adjusted basisAt its pre-IPO investor day in San Francisco on Oct 14, 2026, Anthropic told prospective investors that third-quarter revenue was $16.8 billion, up about 45% from $11.6 billion in Q2 (Q1: $4.7 billion), and that it was…
- Workday agrees to buy C1.ai (formerly ConductorOne) to govern what AI agents and employees can access
- Uber’s head of autonomous mobility and delivery, Sarfraz Maredia, to leave on Nov 16 (Bloomberg)
- Tencent markets a roughly $5B dollar and offshore-yuan bond sale, mostly to pay for AI chips
- The Information: OpenAI in early talks to buy security firm Trail of Bits
- Jensen Huang announces $2B of new Nvidia AI investments in Europe, with stakes in Doctolib, Genesis AI, Pigment and Entalpic
- Guardian: companies that rushed into workplace AI are pulling back as staff clean up errors; 90% of executives see no productivity gain yet
- Deutsche Bank Research maps a ‘superintelligence by 2030’ scenario and tells investors to sort holdings into AI adopters and casualties
- Decagon, an AI customer-service agent startup last valued at $4.5B, hires a bank and holds early sale talks, including with ServiceNow (Business Insider, sources)
- Applied Intuition, maker of self-driving simulation software, is fielding investment offers at a $30B+ valuation, double its last round (The Information, sources)
- Chip sell-off deepens in Asia: Kospi falls about 7%, Samsung and SK Hynix drop more than 8% after Hock Tan’s ‘casino’ remarkOn Oct 13, 2026 a global slide in semiconductor shares deepened in Asia. South Korea’s Kospi fell about 7% as Samsung Electronics and SK Hynix each lost more than 8%; Kioxia fell more than 12%. Traders cited Broadcom…
- CNBC: Anthropic will show investors its third-quarter financials for the first time on Oct 14, ahead of a public S-1; new products let traders bet on its pre-IPO valuationOn Oct 13, 2026 CNBC reported, citing two unnamed people, that Anthropic will disclose its third-quarter financials for the first time at a meeting with institutional investors at its San Francisco headquarters on…
- Anthropic acquires confidential-AI startup Opaque Systems; Opaque’s team joins Anthropic and the company winds downOn Oct 13, 2026 Opaque Systems, a UC Berkeley RISELab spin-out that built confidential-computing and “verifiable AI” tools (cryptographic evidence of what an AI system ran, where and under which policies), said its team…
- IMF raises 2026 growth forecast to 3.1% on AI investment; models an AI unwind that cuts world output 1.1% by 2028 and warns of an AI market correctionThe IMF’s October 2026 World Economic Outlook, released in Bangkok on Oct 13, raised the 2026 global growth forecast to 3.1% (from 3.0% in July), saying AI-related investment offsets part of the energy shock from the…
- Suki, an AI ambient scribe for clinicians, raises a $90M Series E
- Peter Lee, departing president of Microsoft Science, plans to join the Mercedes F1 team as AI advisor
- OpenAI adds 200 jobs in Dublin and opens its second Applied AI Lab at its EU headquarters
- Omron to buy US industrial-PC maker OnLogic for $675M in a ‘physical AI’ push
- Chinese AI infrastructure provider Infinigence AI raises RMB 2.3B in Series C
- HCLTech becomes an Anthropic Global Premier partner and sets up a dedicated Anthropic business unit
- Bloomberg: DeepSeek agrees to lead the seed round of robot-AI startup Winverse AI at about $400M
- The Information: Microsoft is on track to pay Anthropic more than $2B a year for Claude in Copilot; profile of Office chief Charles LamannaThe Information reported on Oct 12, 2026, citing one source, that Microsoft is on track to pay Anthropic more than $2 billion a year for models that power Copilot, four times the roughly $500 million a year it reported…
- Kroger to cut about 3,000 corporate roles over three years, about 37% of its corporate staff, as it adopts AIOn Oct 12, 2026 Kroger CEO Greg Foran told staff in a memo and an all-company call that the largest US supermarket chain will eliminate about 3,000 corporate positions over three years, about 37% of its 8,200 corporate…
- IMF chief Georgieva: AI investment is keeping global growth near 3%; AI is a ‘slow-moving tsunami’ for jobsOpening the IMF and World Bank annual meetings in Bangkok on Oct 12, 2026, IMF Managing Director Kristalina Georgieva said strong investment in AI infrastructure is what keeps the world economy growing at around 3%…
- Broadcom CEO Hock Tan likens many AI investors to casino gamblers; he and Intel’s Lip-Bu Tan say capital may become AI’s main bottleneckAt the DBS Asia Future Forward Conference in Singapore on Oct 12, 2026, Broadcom CEO Hock Tan said “a lot of investors have no clue what they are investing in” and that it is “almost like they are in a casino”. He and…
- Epic Games reportedly moves its Disney shooter to an ‘AI first’ model with ‘no more hand-written code’; Sweeney confirms a ‘huge pivot’Bloomberg reported on Oct 12, 2026 that Epic Games has delayed its Marvel- and Star Wars-themed shooter, made with Disney, and told developers to use an “AI first” production model: “no more hand-written code” and art…
- Character.AI files for Chapter 11 bankruptcy; Disney bids $20M for an IP license as stalking horseOn Oct 12, 2026 (US time) Character Technologies Inc., the company behind the AI character-chat platform Character.AI, filed a voluntary Chapter 11 case in the US Bankruptcy Court for the District of Delaware to sell…
- WSJ: Amazon in talks to buy AI startup Decart for about $7B, weeks after Anthropic walked away from a ~$6B dealOn Oct 11, 2026 the Wall Street Journal reported that Amazon is in talks to acquire the AI startup Decart in a deal that could value it at around $7 billion, up from a valuation of nearly $4 billion in May. Bloomberg…
- Apple disclosed a reverse acquihire of Huxe, the AI audio startup founded by ex-NotebookLM developers
- FT: Nvidia in early talks to buy Reflection AI or invest more, possibly as an acquihire to avoid antitrust reviewOn Oct 10, 2026 the Financial Times reported that Nvidia is in early talks to acquire Reflection AI, the US open-weight model startup it already backs, or to invest more in it. A deal could be structured as an acquihire…
- FT: SoftBank seeks up to $100B from Gulf investors for a fund that buys companies and runs them with AI and robots
- WSJ: Anthropic co-founder Tom Brown, a Republican, became its go-between with the Trump administration and MuskThe Wall Street Journal reported on Oct 9, 2026 that Anthropic co-founder and compute chief Tom Brown, a Republican, has become the company’s main link to the Trump administration and Elon Musk ahead of its IPO. Per the…
- WIRED: HarperCollins, Simon & Schuster and Hachette quietly use Claude and ChatGPT for publicity copy, cover art and agent emails; staff push backWIRED (Adam Morgan, Oct 9, 2026), citing more than two dozen anonymous workers, reported that at least three of the Big Five US book publishers (HarperCollins, Simon & Schuster and Hachette) use LLMs such as Claude and…
- TypeSafe AI, maker of the Jev decision model, raises ~$870M led by a16z at a $7.5B valuationBloomberg reported on Oct 9, 2026 that TypeSafe AI, the San Francisco startup behind Jev, the “System One” decision model released on Sept 15, raised about $870M at a $7.5B valuation in a round led by Andreessen…
- Nvidia-backed AI data-centre builder Firmus pulls its A$7B ASX IPO, the biggest planned Australian float since TelstraOn Oct 9, 2026 Firmus Technologies, a Tasmania-based AI data-centre builder backed by Nvidia, withdrew its planned ASX listing, which would have raised about US$5B (A$7.1B) at a market value of about A$43.7B and been…
- Manus raises over $500M, its first round since China forced the unwinding of Meta’s acquisition
- Isomorphic Labs in early talks to raise at a $40B–$50B valuation, five months after its $2.1B round
- Derek Thompson’s ‘The 26 Most Important Facts About AI and the Economy’: adoption, ~$1T-a-year infrastructure, ~$280B revenue and first cracks in spending
- FT: OpenAI told investors its annualized revenue was nearing $50B, not $70B; AI stocks fallOn Oct 8, 2026 the Financial Times reported, citing documents, that OpenAI told investors its annualized revenue was approaching $50B at the end of September, about $20B below the ~$70B figure Axios had reported on Sept…
- Nous Research raises $90M at a $1.5B valuation and launches ‘Hermes for Businesses’; open-source Hermes Agent passes 22M downloads
- VAR first author Keyu Tian raises ~$30M from 5Y Capital and IDG for a world-model lab at a $200M valuation
- ICANN Reveal Day: 1,615 new top-level domain applications; OpenAI, Meta, Google and others compete for .agent, .agi and .asi
- Crunchbase Q3 2026: North American startup funding $92B ($61B to AI), down 35% from Q2’s OpenAI/Anthropic mega-rounds; Europe’s best quarter in four years at $25B, 75% AI
- WSJ: business spending on OpenAI and Anthropic models through OpenRouter was about even in September, down from Anthropic’s ~75% in JanuaryThe Wall Street Journal reported on Oct 7, 2026, using OpenRouter data, that among roughly 120,000 companies buying both labs’ models through OpenRouter, spending was split almost evenly between OpenAI and Anthropic in…
- Fed minutes: officials now blame the AI and data-center investment boom, more than tariffs, for rising goods pricesMinutes of the Federal Reserve’s September 2026 meeting, released Oct 7, show officials citing “surging AI-related investments” (a rush of borrowing for data centers, chips and hardware) as a main reason core goods…
- Waymo upsizes its first debt raise from $3B+ to $5B as robotaxi expansion and AI costs grow (Bloomberg)
- Nvidia-backed neocloud Lambda raising up to $4B at $14.5B pre-money, led by Blackstone and Coatue, before a 2027 IPO
- Anthropic expands Claude Startups program: a free year of Claude Team, $1,000 API credit and up to $45K in partner perks (Team and credit offers paused Oct 9 after demand surge)
- Moonshot AI reportedly valued at $50B after final private round, eyes early-2027 Hong Kong IPO; Kling also picks IPO banksBloomberg reported on Oct 6, 2026 that Moonshot AI (maker of Kimi) closed a final private round valuing it at about $50B and is aiming for a Hong Kong IPO in early 2027. The same day Bloomberg reported that Kuaishou’s…
- Epoch AI: China’s six leading AI firms earn about 10% of OpenAI and Anthropic’s combined AI revenue; China is 2.7× more exposed to a chip supply shockTwo Epoch AI reports of Oct 6, 2026. “How do Chinese AI companies make money?” (Cheryl Wu, Anson Ho) puts annualized AI revenue at $4.0B for ByteDance and $2.4B for Alibaba (model-as-a-service only), $1.8B for Z.ai…
- DeepSeek raises about $15B (RMB 100B) from Tencent, CATL and 15+ investors ahead of a planned IPO (reported Oct 6; near-final Oct 22)Bloomberg reported on Oct 6, 2026 that DeepSeek is close to raising at least RMB 80B (~$12B), possibly up to ~$14.9B, with Tencent and CATL among the largest investors, ahead of an IPO planned for early 2027. It would…
- TradeSun sues OpenAI for trademark infringement over the ‘Astra’ name of GPT-6 Astra
- SemiAnalysis limit-tests AI subscriptions: Claude plans give ~5x the API-equivalent value of OpenAI’s at the mid tier
- Munich robot-arm maker RobCo reaches a $1B valuation in a $40M secondary sale; CEO moves to the US
- Former Groq engineers sue Groq’s board in Delaware over Nvidia’s $20B ‘non-exclusive’ licensing and acqui-hire deal
- a16z’s 7th Top 100 Gen AI Consumer Apps: ChatGPT has 3x the US subscribers of Claude or Gemini; top 1% of payers drive 19.5% of spend
- The Information: Meta and Microsoft work to wean employees off Claude; Meta’s Claude Code users halve to ~30KThe Information reported on Oct 5, 2026 that Meta and Microsoft are cutting their employees’ use of Anthropic’s Claude in favour of in-house AI tools. The number of Meta employees using Claude Code reportedly fell to…
- OpenAI to test visual ads in ChatGPT during image generation (US, later in October) and adds conversion measurement partnersIn an Oct 5, 2026 post (“Building advertising for the way people use AI”) OpenAI said it will begin testing a new visual ad format in ChatGPT later in October in the US: clearly labelled image ads shown while ChatGPT…
- Supabase raises $150M at a $10.65B valuation and acquires Turso; 70% of its new databases are now created by AI agents
- Capcom’s REX project aims to turn RE Engine into an ‘AI-generation game engine’ for ‘a future where we create games together with AI’
- Anthropic launches Claude Frontier Academy: $100M to train 10,000 ‘Frontier Deployed Engineers’ by end of 2027On Oct 2, 2026 Anthropic announced the Claude Frontier Academy, a $100M program to train 10,000 enterprise “Frontier Deployed Engineers” (FDEs) by the end of 2027. It follows a medical-residency model: in-person…
- Barclays expands Anthropic partnership: Claude Code for most of its engineers by 2027
- Kevin Mandia’s Armadin raises $255.5M Series B at $2.5B+ for autonomous offensive-security agents
- Amazon pledges $1B+ over five years to US data center towns (‘Built Together’); Garman says local opposition threatens the US AI lead
- AI-driven credit startup AIR Platforms rates Anthropic BBB and OpenAI BB+ (junk) in unsolicited shadow ratings
- BIS: 55% of money invested in AI firms in 2021–25 came from other AI firms; circular deals could become a macro riskBIS Bulletin No 137, “Circular relationships among AI firms” (Oct 1, 2026), mapped 972 investment links among 1,246 AI companies and found that 55.2% of incoming investment into AI firms in 2021–2025 came from other AI…
- SpaceXAI plans a unified Grok + X subscription, from free and $8 Lite up to $100/month Ultra with Grok Bot (report)
- SoftBank completes ~$4B takeover of DigitalBridge, which becomes its ‘third-party infrastructure arm’ for AI data centers
- Salesforce agrees to buy AI customer-research startup Listen Labs, reportedly for about $2B
- Reddit ends RSS feeds (Nov 13) and public API access (March 2027), citing abuse by AI scraping bots
- NYT: Meta cut billions from its federal taxes by treating AI data centers as ‘experimental’ research facilities
- Factory CEO accuses adviser Chris Degnan of ‘unethical conduct involving Cognition’; 52 minutes later Cognition names him CRO and denies everything
- Kevin Roose’s ‘The AGI Chronicles’ excerpt in The Atlantic: the Altman–Amodei feud and a 2017 Brockman/Sutskever plan to auction OpenAI’s AGI to countriesOn Sept 30, 2026 The Atlantic published an excerpt from Kevin Roose’s book “The AGI Chronicles: The Inside Story of the Race to Create an Artificial Superintelligence” (Farrar, Straus and Giroux, on sale Oct 6, 2026).…
- OpenAI and Synopsys announce GPT-Synopsys, a frontier model that operates EDA tools to design chipsOn Sept 30, 2026 OpenAI and Synopsys announced a multi-year partnership to build GPT-Synopsys. The specialized model reasons about chip design and verification and directly operates Synopsys’ EDA tools, iterating on…
- Google is paying ~100 publishers according to how much their content contributes to AI Overviews, AI Mode and Gemini (report)The Information reported on Sept 30, 2026 that Google is paying about 100 digital publishers in an “AI contribution pilot” based on how much their content contributes to answers in AI Overviews, AI Mode, Gemini and…
- ElevenLabs doubles its valuation to $22B in a $300M employee tenderOn Sept 30, 2026 ElevenLabs said it had closed a $300M employee tender offer valuing it at $22B, double its February 2026 Series D valuation. Wellington and T. Rowe Price led. Enterprise customers now bring 55% of…
- Alex Stamos joins Cognition as CISO, warning that AI models make ‘Patch Tuesday lead to Ransom Wednesday’
- Reuters: McDonald’s uses an AI pricing engine across nearly 14,000 US restaurants, and franchisees say they are pressured to use it
- General Intuition raises $220M at a $6.2B valuation for agents trained on game footage
- OpenAI adds a $500/month Pro 500 plan and the Ultrafast speed tier, and halves the $200 Pro allowanceAt DevDay on Sept 29, 2026, OpenAI launched “Ultrafast”, a premium speed tier (up to 8x faster token generation, about 300 tokens/s, in Codex and up to 6x in the API, at 6x the API price), and “Pro 500”, a $500/month…
- Bain: AI must earn $6 trillion a year by 2031 to justify a $5-6.5 trillion data-center buildout; current products cover at most $1.8 trillionBain & Company’s 2026 Global Technology Report (Sept 29, 2026) estimated that the AI industry needs about $6 trillion of annual revenue by 2031 to pay for the $5-6.5 trillion of data-center spending it projects through…
- Altman: no OpenAI IPO until it can make ‘confident safety claims’, but waiting too long would be ‘bad for the world’In a Q&A with reporters after his DevDay 2026 keynote on Sept 29, 2026, Sam Altman said OpenAI will not go public until it can make “confident safety claims” about its increasingly capable models. He also said that…
- OpenAI’s annualized revenue nears $70B; it seeks $30B+ at a ~$1.4T valuation as a bridge in place of an IPOOn Sept 29, 2026 Axios reported that OpenAI’s annual recurring revenue was nearing $70B, up more than 70% since the start of Q3, with business revenue more than doubling. The same day Bloomberg reported that OpenAI aims…
- Inference provider Modal Labs nears $750M round at $15.75B valuation, more than triple its value four months earlier
- Mistral AI opens a Munich hub for Physics AI and Industrial AI, with TUM, BMW and Siemens Energy
- The Information: Anthropic ends enterprise discounts as soon as customers use up contracted tokens; OpenAI gives a grace window
- NVIDIA adds $150B to its share buyback, the largest authorization increase on recordOn Sept 28, 2026 NVIDIA raised its share-repurchase authorization by $150B, described as the largest buyback increase in history, bringing the remaining program to $235B through fiscal 2028.
- Consumer AI agent startup Instinct raises $1B at a $10B valuation, a month after raising at $2.5BOn Sept 28, 2026 Instinct, founded by Noah Shinn and maker of a viral consumer agent that works over SMS with its own phone number and computer, raised a $1B Series C at a $10B valuation from Sequoia, Benchmark and…
- Reuters obtains Anthropic’s IPO prospectus: $2T+ target valuation, $4.6B 2025 revenue, 80 pages of risk factors incl. existential riskOn Sept 28, 2026 Reuters reported on Anthropic’s IPO prospectus. The listing could value Anthropic at more than $2 trillion. 2025 revenue grew 12-fold to nearly $4.6B, with a ~$42B net loss (incl. a ~$34B accounting…
- AMD to acquire Fei-Fei Li’s World Labs for about $8.2B; Li becomes AMD Chief ScientistOn Sept 28, 2026 AMD agreed to buy World Labs, the spatial-intelligence and world-model startup founded by Fei-Fei Li in 2024 and maker of Marble, in an all-stock deal valuing it at about $8.2B. Li becomes AMD EVP and…
- Nscale raises $3.36B in convertible notes ahead of a planned ~$35B NYSE IPOOn Sept 25, 2026 British neocloud Nscale secured $3.36B in convertible notes led by Third Point ($2.36B now, NVIDIA’s $1B in mid-November). It had filed for a NYSE IPO (ticker NSCL) around Sept 18, targeting a ~$35B…
- Blue Cross Blue Shield Association links hospitals’ AI coding tools to $942M in extra billing, 2023–2025
- Anthropic commits $11.6B over seven years to Akamai Cloud and gets warrants for up to 5% of AkamaiOn Sept 24, 2026 Akamai announced an $11.6B, seven-year agreement for Anthropic to use Akamai Cloud’s distributed AI infrastructure, expandable by up to $9B more (about $20B total). Akamai issued Anthropic warrants for…
- Court filings: OpenAI says Apple’s ChatGPT-in-Siri integration ‘dramatically underperformed’
- Snorkel AI raises $350M Series E at $3.5B as ‘data-as-a-service’ for frontier labs passes a $375M run rate
- Anthropic and OpenEvidence bring free clinical AI to doctors in ~100 low- and middle-income countries; OpenEvidence raises $250M at $15B
- Mirendil, an ex-Anthropic startup building self-improving AI, in talks to raise up to $1B at a $5B valuationBloomberg reported on Sept 22, 2026 that Mirendil, founded this year by former Anthropic researchers to build models that improve themselves with little human input (recursive self-improvement), is in talks to raise up…
- Apsara 2026: Alibaba says Qwen 4 is in training, targets 5-10T-parameter Qwen 4.5/5, reports self-improvement runs and unveils Zhenwu V900 chipAt its Apsara Conference in Hangzhou on 2026-09-22 Alibaba said Qwen 4 is in training, projected Qwen 4.5 and Qwen 5 to reach 5-10 trillion parameters, and reported “recursive self-improvement” runs in which Qwen3.8-Max…
- SoftBank sells more than $11B of junk bonds to fund its OpenAI investmentFrom Sept 21, 2026 SoftBank marketed $10B of dollar and €1B of euro senior unsecured notes (over $11B in total), rated BB+ by Fitch, to fund its $10B share of the third tranche of its OpenAI follow-on investment, due to…
- Cohere and Aleph Alpha sign a deal to combine into a transatlantic ‘sovereign AI’ company, reportedly worth $20BOn Sept 16, 2026 Canada’s Cohere and Germany’s Aleph Alpha signed a definitive agreement to combine, formalizing a plan first disclosed in April 2026. The merged company will operate as Cohere, headquartered in both…
- Meta One: Meta launches paid bundles that sell extra Meta AI usage across its apps
- Sam Altman rules out a 2026 OpenAI IPO, calling it “ill-advised” given AI safety concernsIn a Fortune interview published 2026-09-12, the same day as Dario Amodei’s “We Must Pace the Frontier”, Sam Altman said OpenAI will not go public in 2026: “given everything happening with safety, right now would be an…
- Mistral raises €3B at €21B valuation, Europe’s largest-ever tech equity roundMistral AI raised €3 billion (~$3.5B) in a Series D at a post-money valuation of over €21 billion on 2026-09-08, led by Samsung Electronics with EQT’s Scaleup Europe Fund and PSG as co-leads; it plans to build 1 GW of…
- Moonshot AI (Kimi) confidentially files for a Hong Kong IPO, reportedly seeking about $3BOn Sept 3, 2026 Chinese press (LatePost, HK01) and then Reuters-sourced coverage reported that Moonshot AI, maker of the Kimi models, had confidentially submitted an A1 listing application to the Hong Kong Stock…
- Nvidia agrees to acquire Hugging Face for $12.9 billionNvidia announced on 2026-09-03 that it will acquire Hugging Face, the main hub for open models and datasets, for about $12.93 billion — its second-largest deal after the ~$20B Groq asset purchase — pledging to keep the…
- ChatGPT Ads pass a $1B annualized run rate in under 200 days; OpenAI adds Sponsored Agents and expands to 40+ countriesOn Aug 31, 2026 OpenAI said ChatGPT Ads had reached a $1 billion annualized revenue run rate less than 200 days after launch, with tens of thousands of advertisers in more than 40 countries, and opened self-serve Ads…
- OpenAI ends its model contract with Cursor after SpaceX’s acquisition, citing Musk’s record of breaking contractsOn Aug 28, 2026 OpenAI told SpaceX it would wind down its contract supplying OpenAI models to Cursor, the AI code editor SpaceX had just acquired, with a proposed shutoff on Nov 12, 2026. OpenAI said it could not be…
- Stability AI raises $76M Series B with Universal, Sony and Warner as investors and licensors, completing its pivot to music toolsOn Aug 25, 2026 Stability AI closed a $76M Series B whose investors include all three major record labels (Universal, Sony, Warner), which also licensed their catalogs for training, plus Electronic Arts and AMD…
- Stripe agrees to acquire OpenRouter, the multi-model AI gateway, reportedly for more than $7BStripe announced on Aug 19, 2026 that it had agreed to acquire OpenRouter, the gateway that routes requests across 400+ models from 80+ providers through one API. Bloomberg had reported on Aug 16 that the price was more…
- Unitree Robotics IPO soars ~460% on Shanghai STAR Market debutUnitree, the world’s largest humanoid-robot shipper, debuted on Shanghai’s STAR Market on 2026-08-19; priced at ¥150.80, shares jumped as much as ~630% intraday and closed up ~460% at ¥845, valuing it around $50B and…
- OpenAI’s enterprise revenue overtakes its ChatGPT consumer business for the first timeOn Aug 14, 2026 CFO Sarah Friar told OpenAI shareholders that enterprise revenue now exceeded consumer (ChatGPT) revenue. OpenAI had expected that crossover only by the end of 2026, and the year had started at a 60-40…
- Demis Hassabis steps aside as Google DeepMind CEO; Koray Kavukcuoglu takes over, Jeff Dean leavesIn early August 2026 Demis Hassabis handed day-to-day control of Google DeepMind to CTO Koray Kavukcuoglu (as SVP reporting to Sundar Pichai), becoming DeepMind chair and Alphabet chief scientist while continuing to…
- Jeff Dean, Sanjay Ghemawat, Oriol Vinyals and Quoc Le leave Google to found Discovery Loop, a PBC to automate ML research and scienceOn 5 Aug 2026 Google’s chief scientist Jeff Dean left after 27 years to co-found Discovery Loop (@DiscoLoopAI), a public benefit corporation with Sanjay Ghemawat, Oriol Vinyals and Quoc Le. It aims to “automate the…
- Volta, a seven-month-old AI cloud startup, lands a $10B six-year compute contract reported to be with Anthropic; its $5B loan is priced near 11%On Aug 4, 2026 Volta Infra, an AI cloud startup founded earlier in 2026, announced a $10B contract with an unnamed “AI lab” for capacity at a Bitdeer data center in Norway; Bloomberg reported that the customer is…
- OpenAI cuts GPT-5.6 Luna price 80% and Terra 20%
- Leopold Aschenbrenner’s AI hedge fund Situational Awareness sells its public stock book to Citadel after July AI-stock routAround 2026-07-30 Situational Awareness LP, the fund launched by ex-OpenAI researcher Leopold Aschenbrenner, author of the 2024 “Situational Awareness” essay, had to sell nearly all its leveraged public stock positions…
- Meta Q2 2026 - capex guidance $130-145B, free cash flow collapses 91% on AI buildoutMeta’s Q2 2026 results (2026-07-29) showed revenue up 28% to $60.8B but quarterly capex of $31.1B and free cash flow down 91% to $784M; Meta guided 2026 capex to $130-145B and raised total-expense guidance, sending…
- FT: Google DeepMind has broken up its Nobel-winning AlphaFold team; Jumper, Adler and Pritzel now at AnthropicThe Financial Times reported on 29 July 2026 that Google DeepMind had quietly dissolved the dedicated AlphaFold team, reassigning most of the original AlphaFold authors to Gemini and other projects. Nobel laureate John…
- Fish Audio raises a $52M seed round led by Coreline Ventures and Capital Today
- Amazon winds down most Nova models, bets on one frontier model under Pieter AbbeelPer Business Insider and Reuters reports on 2026-07-28, Amazon moved its flagship Nova models (Premier, Omni, Reel, Canvas) into “keep the lights on” mode and consolidated resources into a new Frontier Model Research…
- Nvidia and Ilya Sutskever’s Safe Superintelligence announce a long-term partnership; Reuters and Bloomberg put Nvidia’s equity investment at $5BOn July 27, 2026 Nvidia and Safe Superintelligence Inc. (SSI), the lab co-founded by former OpenAI chief scientist Ilya Sutskever, announced a long-term strategic partnership: an Nvidia investment plus access to its…
- Alphabet Q2 2026: Google Cloud +82%, capex guidance raised to up to $205B, Gemini at 22B API tokens/minuteAlphabet’s Q2 2026 results (22 July) showed revenue of $119.8B (+24%), Google Cloud revenue of $24.8B (+82%) with a reported $514B backlog, quarterly capex of $44.9B and full-year 2026 capex guidance raised to as much…
- Tesla caps staff spending on outside AI tools at $200 a week, exempting xAI, and Musk tells employees to switch to Grok ‘when possible’
- Apple sues OpenAI and two ex-Apple engineers, including hardware chief Tang Tan, for trade-secret theft over AI devicesOn July 10, 2026 Apple sued OpenAI in the Northern District of California, alleging that OpenAI, its Chief Hardware Officer Tang Tan and engineer Chang Liu (both ex-Apple) misappropriated Apple trade secrets (specs…
- Fidji Simo steps down as OpenAI’s CEO of AGI Deployment (No. 2) for health reasons; Brockman, Friar and Kwon split her dutiesOn July 9, 2026 Fidji Simo, OpenAI’s second-ranking executive (CEO of Applications, later titled CEO of AGI Deployment), told staff she would leave her full-time role and become a part-time advisor because her medical…
- Qualcomm buys Chris Lattner’s AI-software startup Modular in an all-stock deal of about $3.9B (closed July 29)On June 24, 2026 Qualcomm agreed to buy Modular, the AI-infrastructure startup of LLVM and Swift creator Chris Lattner, in an all-stock deal reported at about $3.9 billion. Modular makes the Mojo language and the MAX…
- Transformer co-author Noam Shazeer, Google’s Gemini co-lead, leaves for OpenAIOn June 17, 2026 (US time; the X post is timestamped June 18 UTC) Noam Shazeer, co-author of “Attention Is All You Need”, Google VP of engineering and co-lead of Gemini, announced he was leaving Google to join OpenAI.…
- SpaceX exercises its option to buy Cursor maker Anysphere for $60B in stock; deal closes Aug 14On June 16, 2026 SpaceX said it would buy Anysphere, maker of the AI code editor Cursor, for $60 billion in an all-stock deal. It was exercising a right it had announced on April 21, 2026: buy Cursor later in the year…
- SpaceX (incl. xAI) lists on Nasdaq in record $75B IPOSpaceX - which had absorbed xAI in February 2026 - priced the largest IPO ever at $135 per share, raising $75 billion, and began trading on Nasdaq as SPCX on 2026-06-12, closing its first day up about 19% at $160.95. It…
- OpenAI confidentially submits a draft S-1 for an IPO, a week after AnthropicOn June 8, 2026 OpenAI said it had confidentially submitted a draft S-1 registration statement to the US SEC for a proposed IPO, about a week after Anthropic did the same. It said it published the notice because it…
- Anthropic confidentially submits draft S-1 for an IPOOn June 1, 2026 Anthropic confirmed it had confidentially submitted a draft Form S-1 registration statement to the SEC for a proposed IPO. It set no share price or listing date. As of early September no public S-1 had…
- Anthropic raises $65B Series H at $965B valuation, passing OpenAIOn May 28, 2026 Anthropic closed a $65 billion Series H at a $965 billion post-money valuation, above OpenAI’s reported $852B. It said run-rate revenue had passed $47 billion. It confidentially filed for an IPO four…
- Kyutai and ELLIS Institute Tübingen launch KE:SAI, an open-science physical-AI lab
- Andrej Karpathy joins Anthropic’s pre-training team to use Claude to speed up pre-training researchOn May 19, 2026 Andrej Karpathy (OpenAI co-founder, former Tesla AI director, creator of “vibe coding”) announced on X that he had joined Anthropic. He works in pre-training under team lead Nick Joseph and is starting a…
- Cerebras IPO: shares jump ~68% in Nasdaq debut after $5.55B raiseAI chipmaker Cerebras Systems (CBRS) priced its IPO at $185 and closed its 2026-05-14 Nasdaq debut at $311.07 (+68%), raising $5.55B — one of the largest US tech IPOs in years — on the back of a reported >$20B…
- Isomorphic Labs raises $2.1B Series B; first human trials of its AI-designed drugs slip to end-2026On 12 May 2026 Alphabet’s DeepMind spin-off Isomorphic Labs announced a $2.1B Series B led by Thrive Capital. The money is for its IsoDDE drug-design engine and its in-house pipeline. Earlier, at Davos in January 2026…
- David Silver’s Ineffable Intelligence raises a $1.1B seed round at a $5.1B valuation to build a reinforcement-learning ‘superlearner’ without human dataOn April 27, 2026, Ineffable Intelligence, the London startup of former Google DeepMind reinforcement-learning lead David Silver (AlphaGo, AlphaZero), announced a $1.1B seed round at a $5.1B valuation, led by Sequoia…
- Microsoft and OpenAI restructure partnership, drop the AGI clause and exclusivityIn late April 2026 Microsoft and OpenAI overhauled their partnership, reportedly removing the contractual “AGI clause” (replaced by a fixed 2032 date) and ending exclusivity, while Microsoft remains OpenAI’s primary…
- Apple names hardware chief John Ternus as CEO from Sept 1, 2026; Tim Cook becomes executive chairmanOn April 20, 2026 Apple announced that John Ternus, senior vice president of Hardware Engineering, would succeed Tim Cook as CEO on September 1, 2026, with Cook becoming executive chairman and Arthur Levinson moving to…
- Kevin Weil and Sora lead Bill Peebles leave OpenAI as it folds OpenAI for Science into other teams and sheds ‘side quests’
- Skild AI acquires Zebra Technologies’ robotics division (formerly Fetch Robotics) to put its robot brain in warehouses
- OpenAI closes record $122B funding round at $852B valuationOn March 31, 2026 OpenAI closed the largest private funding round in history — $122B of committed capital at an $852B post-money valuation — led by Amazon ($50B, $35B of it contingent on an IPO or AGI), Nvidia ($30B)…
- Netflix acquires Ben Affleck’s AI post-production startup InterPositive; a July 10-Q puts the price at about $587M
- Galbot raises RMB 2.5B, a record single round for Chinese embodied AI, at a >$3B valuation
- Google acquires ProducerAI (formerly Riffusion), later relaunched as Google Flow MusicGoogle bought AI music startup ProducerAI (formerly Riffusion) and moved it into Google Labs, switching the product to Gemini, Lyria 3, Veo and Nano Banana; in April 2026 it was rebranded Google Flow Music, where Lyria…
- Anthropic’s COBOL-modernization blog post sends IBM down 13%, its worst day since 2000On Feb 23, 2026 Anthropic published a blog post and playbook saying Claude Code can automate the exploration, dependency-mapping and documentation work that makes COBOL modernization so costly, cutting timelines “from…
- Anthropic raises $30B Series G at $380B valuationOn February 12, 2026 Anthropic announced a $30 billion Series G led by GIC and Coatue at a $380 billion post-money valuation, up from $183B at its Series F. It was the second-largest venture round ever at the time.
- Apptronik raises $520M at $5B valuation to scale Apollo humanoidOn 2026-02-11 Apptronik, maker of the Apollo humanoid that runs Google DeepMind’s Gemini Robotics models, raised a $520M Series A extension at a ~$5B valuation, bringing its Series A above $935M, to ramp production and…
- ElevenLabs raises $500M Series D at $11B valuation (Sequoia)ElevenLabs raised $500M in a Sequoia-led Series D at an $11B valuation on 2026-02-04, more than triple its valuation a year earlier, after ending 2025 above $330M ARR. Later reports put ARR above $500M by spring 2026…
- SpaceX absorbs xAI in a $1.25 trillion merger (later rebranded SpaceXAI)In early February 2026 Elon Musk’s SpaceX combined with his AI company xAI (maker of Grok, owner of X), in a deal reported at a combined $1.25 trillion valuation - the largest merger ever. The rationale was pitched as…
- Skild AI raises $1.4B at $14B+ valuation for its ‘omni-bodied’ Skild BrainOn 2026-01-14 Skild AI closed a $1.4B Series C led by SoftBank at a valuation above $14B to scale Skild Brain, a single robot foundation model meant to control any robot body; Skild said revenue went from zero to about…
- Anthropic expands ‘Labs’ incubator: CPO Mike Krieger moves to co-lead it with Ben Mann, Ami Vora takes over Product
- Zhipu AI and MiniMax become first LLM labs to go public (Hong Kong)Chinese ‘AI tigers’ Zhipu AI (Jan 8) and MiniMax (Jan 9, 2026) listed on the Hong Kong Stock Exchange, becoming the first major large-language-model companies to go public — ahead of OpenAI and Anthropic. MiniMax more…
2025
- Universal Music settles with Udio and licenses a new AI music platformUMG settled its copyright suit against AI song generator Udio and signed recorded-music and publishing licenses for a new subscription platform trained on licensed music, the first such deal between a major label and a…
- OpenAI completes restructuring into a public benefit corporationOpenAI completed its recapitalization: the non-profit, renamed the OpenAI Foundation, controls the for-profit OpenAI Group PBC, and a new definitive agreement gave Microsoft roughly a 27% stake.
- Periodic Labs launches with a $300M seed round to build AI scientists with autonomous labsPeriodic Labs came out of stealth on 30 Sept 2025 with a $300M seed round led by Andreessen Horowitz, one of the largest seed rounds ever. It was founded by Liam Fedus (ex-OpenAI VP of research, ChatGPT co-creator) and…
- Meta acquires WaveForms AI, the voice startup of ex-OpenAI GPT-4o voice lead Alexis Conneau
- Meta acquires voice-AI startup PlayAI (PlayHT); the product is later shut down
2023
- OpenAI’s board fires and then reinstates Sam AltmanOpenAI’s non-profit board abruptly removed CEO Sam Altman on 17 November 2023, saying he was ‘not consistently candid’; after nearly all staff threatened to leave for Microsoft, he was reinstated days later with a new…
- NVIDIA becomes the first chipmaker worth $1 trillionDriven by demand for AI accelerators after ChatGPT, NVIDIA’s market capitalization briefly topped $1 trillion on 30 May 2023, the first chip company to do so; it later passed $3T (June 2024), $4T (July 2025) and $5T…
2021
- Anthropic launches with a focus on AI safetyAnthropic, founded by former OpenAI researchers including Dario and Daniela Amodei, announced a $124M Series A to build reliable, interpretable and steerable AI systems.
2019
- Microsoft invests $1 billion in OpenAIMicrosoft invested $1B in OpenAI and became its exclusive cloud provider, months after OpenAI created a ‘capped-profit’ entity; the partnership later expanded with a multi-billion investment in January 2023.
2015
- OpenAI founded as a non-profit AI research labOpenAI launched as a non-profit research company with a mission to ensure artificial general intelligence benefits all of humanity, backed by pledges from Elon Musk, Sam Altman and others.
Videos
- Anthropic Just Announced the End of Capitalism. Nick Saraev, 2026-10-18
- CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer All-In Podcast, 2026-10-16
- Anthropic Should Delay IPO to Address AI Safety Risks, Says NYC Comptroller Bloomberg Television, 2026-10-16
- What if the skeptics are right about AI? | DW News DW News, 2026-10-16
- Is There an A.I. Bubble? A Debate. | The Ezra Klein Show The Ezra Klein Show, 2026-10-16
- Everyone Can Build Software. What Happens Now? Replit’s CEO Amjad Masad Has an Idea | Disrupt 2026 TechCrunch, 2026-10-16
- Anthropic Revenue Hits $16.8 Billion in Q3 Before IPO Bloomberg Podcasts, 2026-10-15
- HANDS FOR THE GHOST (Out of the Glass) – every event on screen is real cyklop, 2026-10-15
- AI bubble fears: Could a crash trigger a global financial crisis? | DW News DW News, 2026-10-15
- Hyperoptimized Engineer 2026 Kai Lentit, 2026-10-15
- Anthropic’s Slowing Growth Might Impact Its IPO The Information, 2026-10-15
- Anthropic tells investors that its quarterly revenue jumped 50% ahead of IPO: What it means ThePrint, 2026-10-15
- Big Technology’s Kantrowitz: The market isn’t sure what to think about AI companies CNBC Television, 2026-10-14
- OpenAI escalates trade secret fight with Apple CNBC Television, 2026-10-14
- AI ALARM: Anthropic issues STARK ‘worm’ warning Fox Business, 2026-10-14
- One Of The Biggest A.I Companies Went Bankrupt Lack Of Entertainment, 2026-10-14
- Anthropic Wanted To Slow The AI Space Race. Then It Filed for a $2 Trillion IPO. More Perfect Union, 2026-10-14
- Apple Introduces New Smart Home Collection, Character.ai Files for Bankruptcy: Money Minute Bloomberg Podcasts, 2026-10-13
- Disney is Up to SOMETHING with Character.AI Bankruptcy... Clownfish TV, 2026-10-13
- Character.ai Files For Bankruptcy—Disney Bids $20 Million After Copyright Dispute Forbes, 2026-10-13
- CHARACTER.AI ENTRA EN BANCARROTA: ¿VA A DEJAR DE EXISTIR? -Salvador Ledesma-, 2026-10-13
- IMF warns of ‘triple whammy’ if global AI investment boom fails to pay off | Ed Conway analysis Sky News, 2026-10-13
- Tim Sweeney: shifting to AI has delayed our game Chet Faliszek, 2026-10-12
- Epic Games “maximum AI acceleration” & talking to YuniDev Freya Holmér, 2026-10-12
- OpenAI’s Revenue Report Deepens AI Bubble Fears, Firmus Shelves IPO Bloomberg Television, 2026-10-08
- Big Technology’s Kantrowitz on OpenAI revenue report: Some sloppiness on company’s part CNBC Television, 2026-10-08
- OpenAI annualized revenue about $20 billion less than previously signaled: Source CNBC Television, 2026-10-08
- Instinct in group chats Noah Shinn (@noahrshinn), 2026-10-05
- The Stock Market Is Being Used as a Dumping Ground Casual Finance, 2026-10-04
- Anthropic’s $2 Trillion IPO Is A Joke Sasha Yanshin, 2026-10-04
- Anthropic AI Cuts Discounts for Best Customers - IPO is Failing Eli the Computer Guy, 2026-10-03
- Synopsys, OpenAI develop NEW AI model for chip design work Fox Business, 2026-10-03
- Did the AI Bubble Just Pop?! Anthropic’s Leaked Numbers are INSANE Tom Bilyeu, 2026-10-03
- The REAL Reason Anthropic Won’t Actually Slow Down AI More Perfect Union, 2026-10-02
- Anthropic IPO: “This is a dog of a company” | Ed Zitron The Tech Report, 2026-10-02
- Anthropic’s IPO Filing Raises MAJOR Red Flags The Young Turks, 2026-10-02
- Anthropic’s Financials Revealed — The Losses Are Stunning Prof G Markets, 2026-09-30
- Build faster with Ultrafast OpenAI, 2026-09-29
- Live from OpenAI DevDay 2026: Keynote OpenAI, 2026-09-29
- Anthropic’s IPO filing: $4.6B in revenue, a $42B loss and a warning about humanity Yahoo Finance, 2026-09-29
The Markdown file lists all 44.