Latest signals
PlaidIPO & M&APlaid Talks With Banks About Potential IPO
Plaid has held preliminary discussions with banks about a potential initial public offering, Bloomberg reported Wednesday (July 1), citing unnamed sources.The company is considering the move but has not made a final decision, according to the report.
ClayFundamentalsClay hit $150M ARR in May 2026
Sacra estimates Clay hit $150M ARR in May 2026, up from $100M in November 2025
Source: Sacra
RippleContractsProduct UpdatesRipple Joins Open USD Stablecoin Alliance Backed by Visa, Mastercard, and BlackRock
Ripple has joined Open USD, a stablecoin initiative backed by major financial institutions including Visa, Mastercard, and BlackRock, signaling a strategic alignment with traditional finance players in the stablecoin space.
Source: 24/7 Wall St.
OpenAIFundamentalsProduct UpdatesOpenAI Discovers Method to Cut Inference Costs in Half
OpenAI has found a new technique to reduce inference costs by approximately 50%, a development that could significantly improve the company's unit economics as it scales its AI services.
Source: The Information
AnthropicProduct UpdatesAnthropic Releases Claude Sonnet 5 for Everyday Agent Tasks
Anthropic has debuted Claude Sonnet 5, a new model optimized for everyday agentic tasks with lower cybersecurity risk and a cheaper price point, closing the gap with its more powerful Opus model.
Source: Axios
DatabricksProduct UpdatesContractsDatabricks and Nvidia Launch Genesis Workbench for AI Scientists
Databricks and Nvidia jointly launched Genesis Workbench, a new tool targeting AI scientists and expanding the collaborative ecosystem between the two companies for enterprise AI workloads.
Source: HPCwire
OpenAIProduct UpdatesOpenAI Teases New Hardware for Codex
OpenAI is teasing upcoming hardware specifically designed for its Codex AI coding assistant, signaling a push into dedicated developer hardware.
Source: The Verge
CohereContractsHiddenLayer and Cohere Partner to Secure Enterprise Agentic AI
HiddenLayer and Cohere have announced a collaboration aimed at removing security barriers to enterprise agentic AI deployments, combining HiddenLayer's AI security capabilities with Cohere's enterprise AI platform.
Source: PR Newswire
KalshiFundamentalsKalshi hit $3.5B in annualized revenue in June 2026
Sacra estimates Kalshi hit $3.5B in annualized revenue in June 2026, up from $735M in 2025.
Source: Sacra
AnthropicProduct UpdatesOpenAI and Anthropic Limit New AI Models to Trump-Approved Customers During Cybersecurity Review
OpenAI and Anthropic are restricting access to their newest AI models to customers approved by the Trump administration while a cybersecurity review is underway.
Source: The Seattle Times
AnthropicProduct UpdatesFable 5 Model on Track to Return Soon
Anthropic's powerful Fable 5 model is on track to be restored to wider availability soon, according to Axios, following the US government's export control review.
Source: Axios
AnthropicProduct UpdatesOpenAI and Anthropic Limit New AI Models to Trump-Approved Customers During Cybersecurity Review
OpenAI and Anthropic are restricting access to their newest AI models to customers approved by the Trump administration while a cybersecurity review is underway.
Source: The Seattle Times