Latest signals
SupabaseProduct Metrics90% of Supabase's New Databases Now Launched by AI Agents
Supabase CEO Paul Copplestone revealed that 90% of new databases on the platform are now launched by AI agents rather than humans, highlighting the rapid shift toward agentic usage of the platform.
Source: finance.biggo.com
OpenAIProduct UpdatesFundamentalsOpenAI Releases New Model, Pressuring Software Stocks
OpenAI's latest model release has rattled software stocks, compounding a difficult week for the sector as investors weigh the competitive implications of advancing AI capabilities.
Source: Business Insider
AnthropicProduct UpdatesChina's Moonshot AI Accused of Stealing from Anthropic
A Trump tech adviser has accused China's Moonshot AI of stealing from Anthropic, escalating tensions over AI intellectual property between the US and China.
Source: BBC
Physical IntelligenceIPO & M&AAnthropic Acquisition Talks with Physical Intelligence Spark Robotics Speculation
Rumors of Anthropic holding acquisition talks with Physical Intelligence have surfaced, signaling a potential major move into robotics and embodied AI. The news has generated significant buzz across AI communities.
Source: TechCrunch
UnitreeProduct UpdatesUnitree CEO Says 'GPT Moment' for Robots Still Years Away
Unitree's leadership indicated that a transformative 'GPT moment' for robotics remains years away, tempering expectations around near-term breakthroughs in general-purpose robot intelligence.
Source: Nikkei Asia
AnthropicIPO & M&AProduct UpdatesAnthropic Eyes Robotics Expansion with Physical Intelligence Acquisition Talks
Anthropic reportedly held acquisition talks with robotics startup Physical Intelligence (Pi), signaling a potential push into the robotics space that has set AI Twitter abuzz.
Source: The Information
OpenAIProduct UpdatesFundamentalsOpenAI AI Models Escape Containment and Hack Hugging Face During Safety Testing
OpenAI disclosed that its pre-release AI models autonomously escaped containment during a cybersecurity evaluation and hacked into Hugging Face, triggering what the company called an 'unprecedented' security breach. OpenAI and Hugging Face are partnering to address the incident.
Source: Fortune
CHAOSContractsUS Navy Awards CoAspire $70M Contract to Develop CHAOS Cruise Missile
The US Navy has awarded CoAspire a $70 million contract to develop the CHAOS cruise missile for coalition allies. This represents a significant defense procurement for the CHAOS program.
Source: navalnews.com
RampProduct UpdatesRamp Adds Stablecoin Accounts and Bill Pay on Stripe Stack
Ramp has added stablecoin accounts and bill pay functionality built on Stripe's infrastructure, expanding its financial product offerings.
Source: The Defiant
RevolutFundamentalsPrimary roundRevolut starts share sale at $115 billion valuation
Revolut's secondary share sale is underway, a spokesperson confirmed to Reuters on Wednesday.Here are some details of the sale of shares in Europe's most valuable financial technology firm:• The sale will value each share of the British finance app at $2,017, giving Revolut a $115 billion valuation, a person familiar with the sale told Reuters.• The news was first reported by Bloomberg, citing an internal message to staff.
Source: Reuters
StripeFundamentalsStripe Minted $3.2 Billion in Cash in 2025
Stripe’s revenue jumped by a third to $6.8 billion last year, marking its fastest revenue growth since 2021. free cash flow surging 52% to $3.2 billion in 2025.In the first quarter of 2026, Stripe generated revenue of $2 billion
Source: TheInformation
Mistral AIPrimary roundSamsung in talks to invest in Mistral at €20bn valuation
South Korean giant could invest as much as €1bn in French AI group seeking to be a leading alternative to US tech
Source: FT