Sources: Anthropic recently passed $19B in run-rate revenue, up from $9B at the end of 2025 and ~$14B a few weeks ago, as its clash with the US DOD casts doubt
Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year …
Sources: some investors push Anthropic to de-escalate its DOD dispute and avoid the “supply-chain risk” designation; source: some Anthropic-DOD talks continue
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization
International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …
OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier
OpenAI on Monday announced it is entering into multiyear partnerships with four consulting firms that will help the company deploy its enterprise platform called Frontier.
Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this
Capital One just announced it's acquiring Brex for $5.15 billion. An incredible, top .1% “exit” in less than 10 years …
Similarweb: Claude's web audience more than doubled YoY in December 2025, as many coders spent their holiday breaks on a “Claude bender” testing Claude Opus 4.5
Developers and hobbyists are comparing the viral moment for Anthropic's Claude Code to the launch of generative AI
Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global
Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …
IBM agrees to acquire data streaming software maker Confluent for ~$11B in cash, above its ~$8B market value as of its December 5 close, paying $31 per share
Confluent shares surged more than 25% in premarket trading Monday, while IBM's fell slightly.
Sources: SpaceX is planning a secondary share sale that would value the company at $800B, surpassing OpenAI to make it the most valuable US private company
Company's CFO told investors about the transaction in recent days, sources say — SpaceX is kicking off a secondary share sale …
Sources: SpaceX has told investors and financial institution representatives that it is aiming for an IPO in the second half of 2026
with a sixth of the revenue Fortune : Musk's SpaceX discusses record valuation, IPO as soon as 2026 Taylor Herzlich / New York Post : Musk's SpaceX aims for 2026 IPO with jaw-dropp...
Gamma, which uses AI to help create presentations, social media posts, websites, and more, raised $68M at a $2.1B valuation and reports 600K+ paying subscribers
The five-year-old start-up, which has just 52 employees and is profitable, is now valued at $2.1 billion by investors including Andreessen Horowitz.
Figma files for an IPO, plans to trade on the NYSE under the ticker FIG, and reports Q1 revenue up 46% YoY to $228.2M and net income up 233% YoY to $44.9M
Design software company Figma filed for an IPO on Tuesday, and plans to trade on the New York Stock Exchange under ticker symbol “FIG.”
Figma files for an IPO, plans to trade on the NYSE under the ticker FIG, and reports Q1 revenue up 46% YoY to $228.2M and net income up 233% YoY to $44.9M
Design software company Figma filed for an IPO on Tuesday, and plans to trade on the New York Stock Exchange under ticker symbol “FIG.”
Figma files for an IPO, plans to trade on the NYSE under the ticker FIG, and reports Q1 revenue up 46% YoY to $228.2M and net income up 233% YoY to $44.9M
Design software company Figma filed for an IPO on Tuesday, and plans to trade on the New York Stock Exchange under ticker symbol “FIG.”
Figma files for an IPO, plans to trade on the NYSE under the ticker FIG, and reports Q1 revenue up 46% YoY to $228.2M and net income up 233% YoY to $44.9M
Design software company Figma filed for an IPO on Tuesday, and plans to trade on the New York Stock Exchange under ticker symbol “FIG.”
Source: Ramp raised $200M led by Founders Fund, valuing the startup at $16B, up from $13B in March, when it conducted a $150M share sale
Emily Mason / Bloomberg :