Latest signals
NeuralinkProduct UpdatesNeuralink patient Audrey Crews writes and draws using only her thoughts
Video coverage showed Neuralink patient Audrey Crews writing and drawing on a computer purely through thought, demonstrating the implant's cursor-control capabilities.
Source: India Today
CognitionFundamentalsCognition’s annualized revenue reaches $900 million, tripling this year.
Cognition’s annualized revenue reaches $900 million, tripling this year.Cognition’s cash burn could reach $800 million this year .
Source: TheInformation
Hugging FaceProduct UpdatesHugging Face Launches $399 Open Source Microduck Robot
Hugging Face unveiled Microduck, a roughly $399 open-source duck-like robot that can sing and skate, extending the company's push into consumer robotics hardware.
Source: Bloomberg.com
NscaleContractsAnthropic Signs $45 Billion Compute Deal with Nscale for West Virginia Data Center
Anthropic has agreed to a roughly $45 billion deal for AI computing capacity at Nscale's Monarch Compute Campus in Mason County, West Virginia, according to reports confirmed by the state's governor.
Source: WV MetroNews
GleanProduct UpdatesGlean launches Tau to reduce enterprise AI token costs
Glean introduced Tau, a product aimed at cutting token costs for enterprise AI deployments.
Source: SecurityBrief Asia
KalshiContractsProduct UpdatesKalshi Partners with The Weather Company on Climate Trading Markets
Kalshi is teaming up with The Weather Company to launch climate- and weather-related trading markets, according to a WSJ exclusive.
Source: WSJ
CohereProduct UpdatesCohere Launches Parse 5, a 2.3B Vision-Language Model for Enterprise Document Parsing
Cohere released Parse 5 (parse-v5.0), a 2.3-billion-parameter vision language model that converts enterprise documents into structured Markdown. The model targets document-heavy enterprise workflows such as data extraction and RAG pipelines.
Source: MarkTechPost
AnthropicIPO & M&AFundamentalsAnthropic Pitches $30 Trillion Revenue Opportunity Ahead of Wall Street Debut
Anthropic is expected to tell investors it sees a total addressable opportunity of more than $30 trillion in potential revenue as it heads toward its IPO, with coverage previewing key facts about the company ahead of its Wall Street debut.
Source: WSJ
LambdaPrimary roundIPO & M&ALambda in Talks for Up to $3B Pre-IPO Round at ~$12B Valuation
AI cloud provider Lambda is reportedly in talks to raise up to $3 billion in a pre-IPO round, potentially valuing the neocloud at around $12 billion. The raise follows its earlier $917 million chip-financing deal.
Source: Yahoo Finance
AnthropicContractsSalesforce Expands Claude Partnership as Profit and Revenue Rise
Salesforce reported higher profit and revenue and announced an expanded partnership with Anthropic's Claude, deepening Claude's role in enterprise software workflows.
Source: WSJ
PsiQuantumProduct UpdatesPsiQuantum CEO Jeremy O'Brien Challenges Incremental Quantum Hardware Progress
PsiQuantum CEO Jeremy O'Brien argued that incremental quantum hardware improvements are insufficient, likening the approach to building longer ladders to reach the top of the Empire State Building. The remarks underscore the company's bet on a fundamentally different photonic, utility-scale quantum computing path.
Source: TechRadar
OpenAIFundamentalsOpenAI Is Sole Investor in Its New Venture Fund
OpenAI is the only limited partner backing its latest venture fund, according to the Wall Street Journal, underscoring its go-it-alone approach to startup investing.
Source: WSJ