Latest signals
AlphaSenseProduct UpdatesAlphaSense Study Finds Anthropic and OpenAI Models Can Be Cheaper Than Chinese AI
AlphaSense released a study challenging the assumption that Chinese-made AI models are cheaper, finding that proprietary models from OpenAI and Anthropic can actually be less expensive for certain tasks compared to open-weight models from leading Chinese developers.
Source: theinformation
OpenAIProduct UpdatesOpenAI Launches GPT-5.6 Sol 'Ultrafast' Mode Powered by Cerebras
OpenAI has introduced an 'Ultrafast' inference mode for GPT-5.6 Sol, powered by Cerebras, delivering speeds up to 14x faster than standard operation.
Source: Cerebras
InnovaccerProduct UpdatesInnovaccer CEO Claims Data Layer Can Cut Health Costs by 75%
Innovaccer CEO Abhinav Shashank stated that a unified data layer has the potential to reduce healthcare costs by 75%, highlighting the company's data-driven approach to healthcare transformation.
Source: finance.biggo.com
AnthropicFundamentals'Big Short' Investor Steve Eisman Calls Anthropic and OpenAI the 'Achilles' Heel' of AI Trade
Investor Steve Eisman, known for his 'Big Short' bet, has described Anthropic and OpenAI as the key vulnerability in the broader AI investment thesis.
Source: Business Insider
AnthropicProduct UpdatesAnthropic's Chrome Extension Rebranded as Cowork Session
Anthropic has updated its Chrome extension, now rebranding the feature as a Cowork session, signaling a product evolution for its browser-based tooling.
Source: The New Stack
MonzoPrimary roundAccel Raises Enlarged $800M Early-Stage Fund Backing Monzo and Lovable
Accel, a backer of Monzo and Lovable, has raised an enlarged $800M early-stage fund, underscoring continued investor confidence in European and global tech startups.
Source: Tech.eu
CognitionPrimary roundAI coding startup Cognition reportedly already in talks to raise at $40B valuation
Cognition, maker of the AI coding agent Devin, is reportedly already talking to investors about raising another funding round with a big leap in valuation, after it raised $1 billion at a $26 billon valuation in May.This new round could deliver at least a $40 billion valuation based on achieving a $1 billion annualized revenue run rate, according to sources cited by Bloomberg.Three months ago, when it announced its last raise, Cognition’s Scott Wu confirmed to TechCrunch that it had achieved a $492 million annualized revenue run rate and that enterprises were growing their usage of Devin by 50% month-over-month for the past six months.
Source: TechCrunch
NotionFundamentalsNotion hit $865M ARR in July 2026, up 82% year-over-year
Sacra estimates Notion hit $865M ARR in July 2026, up 82% year-over-year, valued at $11B as of its January 2026 tender for an 18x multiple
Source: Sacra
OpenAIProduct UpdatesFundamentalsOpenAI Quietly Tests Pay-to-Reset Quota Feature
OpenAI is internally testing a new pay-to-reset quota feature, signaling a potential new monetization mechanism for its AI services.
Source: Business Insider
DatabricksIPO & M&AProduct UpdatesDatabricks Acquires Electric to Bring Postgres to AI Agent Sandboxes
Databricks has acquired Electric, a startup focused on Postgres synchronization, to give every AI agent its own isolated Postgres database environment, expanding Databricks' capabilities for AI agent infrastructure.
Source: Dealroom
VercelProduct UpdatesVercel Launches AI Builder API for Hosting Providers
Vercel has introduced an AI Builder API aimed at hosting providers, enabling them to integrate AI-powered website and application building capabilities into their platforms.
Source: HostingAdvice.com
LovablePrimary roundLovable confirms new $13.3B valuation, raises another $400M
Lovable has confirmed previously reported whispers that it was raising another mega round at a $13.3 billion valuation. Lovable said on Wednesday that it has raised $400 million in a Series C round led by Menlo Ventures and the Scaleup Europe Fund, with more than a dozen other investors participating.This new funding comes after Lovable hit $500 million in annualized run rate revenue in June, the startup told TechCrunch.
Source: TechCrunch