Latest signals
RevolutProduct UpdatesFundamentalsRevolut Secures Australian Banking Licence, Targets Big Four
Revolut has received an Australian Prudential Regulation Authority (APRA) banking licence, enabling it to launch as a full bank in Australia and challenge the country's dominant Big Four banks.
Source: AFR
MercorFundamentalsMercor generated $614 million in gross revenue in the first half of the year, up 70% from all of last year
The company generated $614 million in gross revenue in the first half of the year, up 70% from all of last year. About 91% of the first half revenue came from makers of AI foundation models. Mercor’s top customers include OpenAI, Anthropic and Google DeepMind, the company has told potential investors, along with newer AI labs such as open-source provider Reflection AI and Thinking Machines Lab.
Source: TheInformation
UnitreeProduct UpdatesUnitree Launches Omni Model Enabling Humanoid Robots to Handle Interruptions
Unitree introduced a new 'omni' model that allows humanoid robots to continue working through interruptions, advancing robustness in real-world deployment scenarios.
Source: Interesting Engineering
ColossalPrimary roundColossal Biosciences in Talks to Raise New Capital at $20B–$30B Valuation
Colossal Biosciences is reportedly in talks to raise new capital at a valuation of $20B–$30B, according to reports from TechCrunch and Axios. The de-extinction startup, known for its woolly mammoth project, would see a significant valuation jump if the round closes.
Source: TechCrunch
AnthropicContractsAnthropic Reportedly Becomes AMD Customer for AI Compute
A GitHub code file reportedly reveals that Anthropic may be a new AMD customer, with AMD stock rising on the news as investors speculate on a new compute partnership for the AI lab.
Source: Yahoo Finance
Applied IntuitionProduct UpdatesApplied Intuition Launches Drone Stack for Autonomous Defense Applications
Applied Intuition has unveiled a 'Drone Stack' product aimed at enabling affordable mass drone deployment, signaling the company's expansion into AI-driven defense and warfare technology.
Source: Applied Intuition
AndurilProduct UpdatesAnduril and Archer Unveil Thunder Autonomous Attack VTOL Platform
Anduril and Archer Aviation have jointly unveiled Thunder, an autonomous attack rotorcraft (tiltrotor VTOL) designed for near-surface combat and commercial defense applications. The announcement sent Archer's stock up roughly 20%.
RappiFundamentalsRappi Posts $64.8M Profit in Second Consecutive Profitable Year
Rappi reported earnings of US$64.8 million, marking its second consecutive year of profitability, signaling continued financial improvement for the Colombian super-app.
Source: ColombiaOne.com
PerplexityProduct UpdatesPerplexity Releases WANDR Open Benchmark for Research Agents
Perplexity AI has released WANDR, an open benchmark designed to evaluate research agents on their ability to search both broadly and deeply, advancing the measurement of agentic AI research capabilities.
Source: MarkTechPost
Fireworks AIProduct UpdatesFireworks AI Bets on Specialized Models Over General AI
Fireworks AI, led by Lin Qiao, is positioning itself around specialized AI models rather than chasing general AI capabilities, signaling a strategic product direction distinct from broader industry trends.
Source: observer.com
AnthropicProduct UpdatesAnthropic Slashes Claude Fable 5 Usage Limits for Max, Team Premium, and Pro Tiers
Anthropic has significantly reduced usage limits for Claude Fable 5 across its Max and Team Premium plans, while pushing Pro users toward API-based pricing, signaling a shift in how the company monetizes its flagship model.
Source: the-decoder.com
Blue OriginFundamentalsBlue Origin Adds 'Golden Handcuffs' Equity Clause to Retain Employees Amid SpaceX Competition
Blue Origin has introduced a new equity clause designed to prevent employees from leaving for rivals like SpaceX, effectively locking in staff with retention-focused compensation terms.
Source: Benzinga