Latest signals
OpenAIProduct UpdatesOpenAI to Restrict Access to Astra's 'Critical' Cybersecurity Capabilities
OpenAI said its forthcoming Astra model is the first to cross its 'Critical' cybersecurity capability threshold, and it will limit who can access the model's most advanced cyber features.
Source: bloomberg-tech
AnthropicProduct UpdatesAnthropic Reverses Data Retention Policy After Customer Pushback
Anthropic changed its data retention policy following criticism from enterprise customers, as rivals court corporate buyers with stronger privacy guarantees.
Source: cnbc.com
LambdaContractsAnthropic Signs $35B Cloud Deal with Lambda
Anthropic has agreed to a roughly $35 billion cloud computing contract with Nvidia-backed AI cloud provider Lambda, a landmark deal for the neocloud ahead of its expected IPO.
Source: Reuters
StarcloudProduct UpdatesStarcloud founders plan $15M interstellar mission to Alpha Centauri
Starcloud's founders outlined a $15 million mission concept targeting Alpha Centauri, extending the startup's ambitions beyond orbital data centers.
Source: SpaceNews
StripeIPO & M&AProduct UpdatesStripe Acquires Clerky to Expand Startup Incorporation Services
Stripe has acquired Clerky, an online legal services firm specializing in startup incorporation and formation paperwork. The deal expands Stripe's Atlas-adjacent offering into legal tech for founders.
Source: Artificial Lawyer
PolymarketPrimary roundPolymarket has raised $1 billion U.S. at $21 billion
Privately held prediction market Polymarket has raised $1 billion U.S. in its latest funding round. The funding round valued Polymarket at $21 billion U.S. and was led by Donald Trump Jr.'s venture capital firm 1789 Capital. Don Jr. is U.S. President Donald Trump's son.
Source: Yahoo! Finance
AnthropicProduct UpdatesAnthropic Launches Fable Model, Cheaper and Stronger at Coding
Anthropic unveiled a new AI model called Fable that it says is cheaper to run and better at coding than its prior models, addressing customer complaints about premium pricing.
Source: Bloomberg.com
PerplexityProduct UpdatesPerplexity Launches Hybrid Compute for Privacy-Sensitive AI Tasks
Perplexity introduced a 'hybrid compute' capability that splits AI workloads between cloud and on-device processing, keeping confidential files and sensitive tasks local, initially rolling out on Mac.
Source: Engadget
RipplingProduct UpdatesRippling Uses Databricks Genie to Power AI-Driven Go-to-Market
Rippling is highlighted as using Databricks' Genie to drive an AI-powered go-to-market motion, applying conversational analytics to its sales and marketing data.
Source: Databricks
OpenAIProduct MetricsOpenAI’s advertising business has reached $1 billion in annualized revenue run rate
OpenAI’s advertising business has reached $1 billion in annualized revenue run rate, the company said Monday, suggesting it is likely to fall well short of the $2.4 billion in ad revenue it had projected for 2026.
Source: OpenAI
OpenAIContractsOpenAI Terminates Cursor Partnership After SpaceX Acquisition
OpenAI said it will end its agreement with AI coding agent Cursor following Cursor's acquisition by SpaceX, alleging contract violations by Elon Musk's companies and deepening the Musk-Altman rivalry.
Source: bloomberg-tech
AndurilContractsProduct UpdatesTaiwan to Buy More Than 2,000 Anduril Altius Drones
Taiwan is set to acquire over 2,000 Altius loitering munitions/drones from Anduril, marking a significant international defense deal in the Indo-Pacific.
Source: The Defense Post