Nine Each
On April 17, OpenAI and Anthropic each appeared in nine articles — the first clean tie in a ratio that was 6.5 in 2024. One of OpenAI's nine was the disclosure that a four-month-old startup founded by its ex-engineers just raised $500M from Google Ventures and Nvidia at a $4B valuation. The coverage ratio flipped because the capital ratio already had.
Anthropic releases Claude Opus 4.7, saying it is a “notable improvement” on Opus 4.6 in advanced software engineering and comes with a new “xhigh” effort level
Our latest model, Claude Opus 4.7, is now generally available. — Opus 4.7 is a notable improvement …
Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+
Netflix Inc. gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading.
OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more
ZDNET's key takeaways — Codex Desktop expands from coding into full productivity workflows. — Automation can generate images, charts, and workflow outputs.
Anthropic launches Claude Design, a new experimental product that lets users create visuals like prototypes, slides, one-pagers, and more using Claude
Anthropic announced on Friday that it's launching Claude Design, a new experimental product that lets users create visuals like prototypes, slides, one-pagers, and more using Claude.
OpenAI launches GPT-Rosalind, an AI model for life sciences research, including drug discovery, as a research preview for customers such as Moderna and Amgen
OpenAI announced a new series of AI models built to help life sciences researchers work faster.
Google updates AI Mode in Chrome, letting users open links side by side with AI Mode on desktop; Chrome desktop and mobile users can now also search across tabs
Google announced on Thursday that it's rolling out a new way to explore the web with AI Mode, its conversational search experience.
Memo: the White House emailed Cabinet departments that OMB is setting up protections that would allow their agencies to begin using Anthropic's Mythos model
The US government is preparing to make a version of Anthropic PBC's powerful new artificial intelligence model available …
Roblox will pay $12.5M to Nevada and implement age verification for all users as part of a settlement with the state over claims it didn't protect young users
Roblox, a gaming platform popular with kids, will implement increased protections for young users and pay more than $12 million …
Alibaba unveils Qwen3.6-35B-A3B, an open-weight MoE model with 35B total and 3B active parameters, saying it rivals larger dense models in agentic coding tasks
· 4355 words · QwenTeam丨Translations:.体中文 — HUGGING FACE — MODELSCOPE — DISCORD
Google announces a Gemini app integration between Personal Intelligence and Nano Banana 2 to let the AI image generator “automatically reflect” users' tastes
With the international expansion underway, Gemini is now bringing together Personal Intelligence, Google Photos, and Nano Banana 2.
Kevin Weil, OpenAI's former CPO who became VP of OpenAI for Science, is leaving the company; Prism, a web app for scientists launched in Jan., will be shuttered
The former Instagram VP is departing the ChatGPT-maker, which is folding the AI science application he led into Codex.
Sources: OpenAI agrees to pay Cerebras $20B+ to use its server chips, double the amount previously associated with the deal, and may receive equity in Cerebras
OpenAI recently struck an unusual deal to lessen its dependence on Nvidia's AI chips and potentially lower its computing expenses in the coming years.
Docs: US tech companies successfully lobbied the EU to hide data centers' environmental toll; one of their demands was written almost verbatim into EU rules
Legally questionable confidentiality clause adopted almost word for word from demands of Microsoft and trade groups
OpenAI's global policy chief, Chris Lehane, calls out AI “doomers” and says “when you put some of those thoughts and ideas out there, they do have consequences”
OpenAI's Chris Lehane thinks the discussion around AI has gotten out of hand.
White House says a meeting between Chief of Staff Susie Wiles and Dario Amodei had been “productive and constructive”; source: Scott Bessent joined the meeting
Treasury Secretary Scott Bessent joined a meeting on Friday between White House Chief of Staff Susie Wiles …
Cerebras files to go public on Nasdaq and reports $510M in 2025 revenue, up 76% YoY, with a net income of $87.9M, up from a $485M net loss in 2024
Cerebras, a producer of chips that run artificial intelligence models, on Friday filed to go public on Nasdaq under the ticker symbol “CBRS.”
Sources: SpaceX told employees that it has moved up the scheduled vesting date, for when shares awarded to employees become eligible for sale, from May to April
SpaceX has moved up a scheduled vesting date for shares awarded to employees to as soon as next week, according to people familiar with the matter …
A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview
Some podcasts are self-recommending on the 'yep, I'm going to be breaking this one down' level. This was one of those. So here we go.
The US and the Philippines agree to launch a high-tech industrial hub on the island of Luzon to counter China's supply chains; the US will run it as an SEZ
Hub will aim to forge China-proof supply chains with automated factories and local resources — An agreement with the Philippines …
AI labs are buying Slack, Jira, and email archives from defunct startups to build “reinforcement learning gyms” and train AI agents in simulated workplaces
Defunct startups are being liquidated for their Slack archives, Jira tickets, and email threads—operational exhaust that AI labs now treat as premium training data.
Cyber experts say the EU's age verification app has glaring privacy and security problems; after saying it was ready, EU officials say the app is “still a demo”
Cyber experts say they have found holes in Brussels' age verification app, despite claims by the EU executive that it is “technically ready.”
Charles Schwab unveils its long-awaited crypto investing product, Schwab Crypto, with a 0.75% fee on every crypto trade and plans to launch in the coming weeks
Charles Schwab on Thursday introduced its long-awaited crypto investing product, making bitcoin and ether trading available to clients …
Netflix plans to launch a vertical video feed, to help with content discovery, this month, and plans to use AI for content creation and recommendations
Netflix is going to launch a TikTok-like vertical video feed within its apps this month, and plans to use AI broadly for content creation …
World expands its Tinder partnership and partners with Zoom and others to verify human users, as it continues its pivot from crypto to identity verification
Honestly, what's hotter than a real person? — Sam Altman's iris-scanning, humanity-verifying World project announced at an event …
Mozilla launches Thunderbolt, an open-source AI client for users and businesses who want to run their own self-hosted AI infrastructure, available on GitHub
Mozilla is the latest legacy tech brand to make a play for the enterprise AI market. But the company behind Firefox and Thunderbird …
The US DOJ says a judge sentenced two US citizens to a combined 16 years in prison for running laptop farms that let North Korean IT workers pose as US workers
Your online co-worker isn't who you think. … Two individuals from New Jersey pleaded guilty to conspiracy to commit wire fraud …
IAB and PwC: digital ad revenue grew 13.9% YoY to $294.6B in 2025; social media ads grew 32.6% YoY to $117.7B and digital video ads grew 25.4% YoY to $78B
The 13.9% pop was driven by social media, up 32.6% to $117.7 billion and digital video, up 25.4% to $74 billion last year
Meta will increase the price of the Quest 3 by $100, to $599.99, and both Quest 3S models by $50, due to the memory shortage, starting on April 19
China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share
Ivan is a Senior Research Analyst at Counterpoint Research, based in Hong Kong. He has more than 15 years of experience, with a major focus on mobile and network devices.
Sources: Sequoia raised ~$7B for a new fund, the first fundraising round under its new leadership; the firm's last expansion fund was a $3.4B vehicle in 2022
Sequoia Capital, one of the largest and most prominent venture capital firms, has raised about $7 billion for a new fund according …
Bluesky says a sophisticated DDoS attack is to blame for continued app outages but it has not seen any evidence of unauthorized access to private data
Bluesky's website and app are still struggling on Friday after experiencing service interruptions that chief operating officer Rose Wang attributed to an ongoing cyberattack.
Netflix chairman and co-founder Reed Hastings will step down from the company's board after his term expires in June to focus on philanthropy and other pursuits
Co-founder won't stand for re-election to the board, Netflix says in first earnings report since pulling out of Warner Discovery bid
Sources: some shareholders are questioning whether Sam Altman should lead OpenAI through the turbulence of an IPO and have floated Bret Taylor as a successor
Ahead of a planned IPO, Altman's personal investments remain opaque, making it hard to spot any conflicts
Hangzhou-based Manycore shares rose 187% early in its Hong Kong debut after raising $156M in its IPO; it is pivoting to selling AI training data to robot makers
Manycore Tech Inc. built a billion-dollar valuation in China's once-sizzling real estate market.
Sources: Dario Amodei is set to meet with WH Chief of Staff Susie Wiles on Friday, a breakthrough in Anthropic's effort to resolve its fight with the Pentagon
Anthropic CEO Dario Amodei is scheduled to walk into the West Wing on Friday for a meeting with White House chief of staff Susie Wiles …
Uber agrees to buy an additional 4.5% stake in German food delivery rival Delivery Hero from Prosus for ~€270M, which would bring Uber's total stake to ~7%
German delivery group's largest shareholder Prosus has agreed to reduce its stake over EU competition concerns
Q&A: Ronan Farrow on his Sam Altman profile in The New Yorker, how Altman changed in 18 months of reporting, OpenAI's board drama and enterprise shift, and more
Today on Decoder, I'm talking with Ronan Farrow, one of the biggest stars of investigative reporting working today.
Physical Intelligence says its new model, π0.7, can direct robots on tasks they weren't trained on, an “early sign” of generalization, surprising researchers
Physical Intelligence, the two-year-old, San Francisco-based robotics startup that has quietly become …
DeepL, best known for its text translation tools, launches DeepL Voice-to-Voice, which enables real-time spoken translation, with add-ons for services like Zoom
DeepL, a translation company best known for its text tools, released a voice-to-voice translation suite today that covers use cases …
China fines leading food delivery apps, like from Alibaba, PDD, and Meituan, a total of ~$528M, the largest fine for the sector since the 2015 food safety law
Chinese regulators fined leading food delivery platforms including Alibaba Group Holding Ltd., PDD Holdings Inc. and Meituan for failing to filter out unqualified merchants.
Apple says a record 30% of material across all products it shipped in 2025 came from recycled content; all Apple-designed batteries now use 100% recycled cobalt
NYC-based Nas.com, an AI platform founded by content creator Nas Daily that helps solo entrepreneurs build online stores, raised a $27M Series A led by Khosla
- Nas Daily's Nuseir Yassin has secured $27 million for his AI platform, Nas.com. — Nas.com helps solo entrepreneurs build …
Sources: xAI plans to let Cursor train Composer 2.5 AI coding model using tens of thousands of xAI's GPUs, a new strategy for xAI in a competitive AI landscape
- Elon Musk's AI company xAI plans to allow Cursor to use some of its compute power for training.
NIST narrows its National Vulnerability Database priorities to CVEs in CISA's known exploited catalog, to deal with a backlog after its 2024 funding lapse
Kraken parent company Payward agrees to acquire Bitnomial, a digital asset derivatives platform, for up to $550M in cash and stock, which values Payward at $20B
The deal gives Payward control of a fully licensed U.S. crypto derivatives stack, accelerating its expansion in regulated markets.
Sources: DeepSeek is in talks to raise outside capital for the first time, seeking at least $300M at a valuation of at least $10B
DeepSeek is in talks to raise outside capital for the first time, seeking to beef up its financial war chest so it can better compete in the costly battle …
Anthropic says Opus 4.7 uses “an updated tokenizer that improves how the model processes text”, but “the tradeoff is that the same input can map to more tokens”
Guide for migrating to Claude Opus 4.7 and Claude 4.6 models from previous Claude versionsLatent.Space:[AINews] Anthropic Claude Opus 4.7 - literally one step better than 4.6 in every dimension
Sources: Recursive Superintelligence, a four-month-old start-up developing self-teaching AI and founded by ex-DeepMind and OpenAI engineers, has raised $500M+
Group founded by former engineers at DeepMind and OpenAI secures $4bn valuation in deal with Google's venture arm and Nvidia
Anthropic says Opus 4.7 is “less broadly capable” than Claude Mythos Preview and that its “cyber capabilities are not as advanced as those of Mythos Preview”
The update is one of their vaguest yet and theyre basically doing it just because Mythos is never going to be a broad release & they've hit their ceiling w/ Opus 4.6
Factory, whose AI coding agents switch between AI models depending on the complexity of the task, raised a $150M Series C led by Khosla at a $1.5B valuation
Loop, which uses AI to predict supply chain disruptions, raised a $95M Series C co-led by Valor Equity Partners and the Valor Atreides AI Fund
Supply chains are messy. San Francisco-based startup Loop isn't content helping companies merely clean up their supply chains.
Counterpoint: India's smartphone shipments fell 3% YoY in Q1 2026, a six-year low, as price hikes weigh on sales; 80+ smartphone models saw price hikes of ~15%
India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, marking their weakest quarterly performance …
Sources: Meta intends to conduct a first wave of sweeping layoffs planned for this year on May 20, laying off ~10% of its global workforce, or ~8,000 employees
Meta (META.O) intends to conduct a first wave of sweeping layoffs planned for this year on May 20, with more coming later …
Sources: Cursor is in advanced talks to raise about $2B co-led by a16z at a pre-money valuation of more than $50B, with Nvidia participating
Cursor, a leading artificial intelligence startup for coding, is in advanced talks with investors to raise about $2 billion …
Drift Protocol secures $147.5M in funding, including $127.5M from Tether, to replace Circle stablecoin with USDT after a $270M exploit linked to North Korea
Ad buyers say ad rates for ChatGPT are falling from $60 CPM to as low as $25 and the minimum spend to advertise is down to $50K from $250K at launch
Advertising in ChatGPT is already getting cheaper. The rate advertisers pay to reach every thousand users has fallen from $60 …
SynMax: almost 40% of US data centers due in 2026 are facing delays; major projects for Microsoft, OpenAI, and others are likely to end over three months late
Delays to a swath of new US data centres threaten to slow the rollout of AI by the world's biggest tech companies …
Sources: Upscale AI, which builds AI networking infrastructure, is in talks to raise $180M to $200M at a $2B valuation, its third funding round in seven months
Google's 2025 Ads Safety Report: Google blocked a record 8.3B ads, up 63% YoY, but suspended 36% fewer advertisers, attributing the disparity to its use of AI
The UK unveils Sovereign AI, a £500M fund to invest in domestic AI startups, starting with Callosum, which builds software to help different chips work together
Sources: OnlyFans is in advanced talks to sell a below 20% stake at a $3B+ valuation; previous reports said it wants to sell a ~60% stake at a ~$5.5B valuation
Discussions with Architect Capital come less than a month after the UK-based platform's owner Leonid Radvinsky died
India drops a proposal to require Apple, Google, Samsung, and other smartphone makers to preinstall the country's biometric identification app Aadhaar on phones
India's government has decided not to go ahead with a proposal to require Apple (AAPL.O), Samsung (005930.KS) …
Sources: Google is negotiating a US DOD deal that would let the Pentagon deploy Gemini AI models in classified settings, reversing Google's previous stance
In disclosures due to Broadcom CEO Hock Tan's presence on the Meta board, Meta says it paid Broadcom $2.3B in 2025; Tan is leaving the board
Meta Platforms paid Broadcom $2.3 billion in 2025, Meta disclosed in a securities filing, a rare disclosure of how much tech firms pay Broadcom for help designing their AI chips.
A profile of wealth manager Iconiq, which, sources say, has $100B AUM, with $26B specifically for VC investing; Iconiq invested $3B into AI startups in 2025
Last year, Anthropic PBC chief Dario Amodei and a handful of executives traveled 8,000 miles from San Francisco to the Middle East.
Canva unveils Canva AI 2.0, which can generate editable layered designs from conversational prompts using Canva's foundation model built specifically for design
Sabi, which is developing a brain-computer interface beanie that can decode internal speech into words, emerges from stealth with backing from Khosla and others
Financial services startup Slash, which is building an AI agent, raised $100M led by Ribbit at a $1.4B valuation and reports nearly $300M in annualized revenue
Netflix says it continues to expect its ad revenue to reach ~$3B in 2026, doubling from 2025, and it now works with 4,000+ advertising clients, up 70% YoY
Bill Bradley /Adweek:
Anthropic secures new London office space for 800 people, days after OpenAI started leasing its first London office; Anthropic currently has 200+ London staff
Figma stock closed down 6.84% on Friday after Anthropic launched Claude Design, a dedicated app powered by its latest model Claude Opus 4.7
Today Anthropic launched Claude Design, a dedicated app powered by its latest model Claude Opus 4.7 that lets users use text prompts to build web site designs …
Sources: China mobilizes multiple agencies to probe Meta's $2B Manus deal; some officials worry aggressive measures may send chilling signals to the tech sector
Solidroad, which uses AI to evaluate customer interactions with human and AI agents to find risk, skill gaps, and more, raised a $25M Series A led by Hedosophia
Roblox revamps Roblox Assistant, its plain-language AI tool for game development, with agentic tools to let developers plan, build, and test games
Sources: Cerebras plans to make its IPO public as soon as Friday, aiming to raise $3B+ at a $35B+ valuation, a 60% premium to its $22B February valuation
The Information:
Bill Peebles, the researcher behind Sora, is leaving OpenAI, along with Srinivas Narayanan, OpenAI's CTO of enterprise applications
Rebecca Bellan /TechCrunch:NEW
An interview with Dario Amodei, who says the negative narrative around AI is dominant because the industry hasn't yet fully delivered the benefits it promises
John Thornhill /Financial Times: