Latest signals
KalshiContractsNBA in Active Talks with Kalshi and Polymarket for Prediction Market Partnership
The NBA is reportedly in active discussions with prediction market platforms Kalshi and Polymarket regarding a potential partnership deal. The talks signal growing interest from major sports leagues in integrating prediction markets.
Source: RealGM
AnthropicProduct UpdatesAnthropic to Require Identity Verification for Some Claude Use Cases
Anthropic announced plans to ask Claude users to verify their identities for select use cases, signaling a shift toward greater user accountability on its platform.
Source: Engadget
AnthropicProduct UpdatesAnthropic Downgrades AI Capabilities for Power Users
Anthropic has rolled back or reduced certain AI capabilities for power users of its Claude platform, drawing criticism from heavy users of the service.
Source: Axios
VAST DataContractsVAST Data and CoreWeave Sign $1.17B Infrastructure Agreement
VAST Data and CoreWeave have signed a $1.17 billion agreement aimed at powering next-generation AI infrastructure. The deal represents a major strategic partnership between the two companies in the AI infrastructure space.
Source: Gulf Business
PerplexityProduct UpdatesPerplexity Launches 'Personal Computer' AI Assistant for Mac
Perplexity has released its Personal Computer AI assistant for Mac, enabling Mac mini and other Mac devices to function as always-on AI agents. The product expands Perplexity's AI assistant capabilities to the macOS platform.
Source: Engadget
AnthropicProduct UpdatesAnthropic Launches Claude Opus 4.7, Trailing Its Own Restricted Mythos Model
Anthropic released Claude Opus 4.7, an updated general-availability model that narrowly reclaims the top spot among publicly available LLMs, though Anthropic itself acknowledges it trails the restricted Mythos model released just a week prior.
Source: bloomberg-tech
CerebrasPrimary roundCerebras Systems Secures $850M Credit Facility, Expanding AI Infrastructure Funding to $2.85B
Cerebras Systems has secured an $850 million credit facility, bringing its total AI infrastructure funding to $2.85 billion. The move signals continued investment in scaling its AI compute infrastructure.
Source: Pulse 2.0
CrusoeProduct UpdatesCrusoe Outlines 2026 Strategy Focused on AI Infrastructure Control and Energy Constraints
Crusoe emphasized its focus on controlling AI infrastructure and navigating energy constraints as part of its 2026 strategic outlook, highlighting key priorities for the year ahead.
Source: TipRanks
DatabricksProduct UpdatesDatabricks Expands Platform Capabilities with dbt Integration, Google Cloud Collaboration, and Document Intelligence
Databricks highlighted accelerating adoption of dbt on its platform, deepened collaboration with Google Cloud, and new Document Intelligence and Lakeflow pipeline capabilities, reflecting continued expansion of its unified data platform.
Source: Databricks
PerplexityProduct UpdatesPerplexity Launches 'Personal Computer' AI Assistant for Mac
Perplexity has released its Personal Computer AI assistant for Mac, enabling Mac mini and other Mac devices to function as always-on AI agents. The product expands Perplexity's AI assistant capabilities to the macOS platform.
Source: Engadget
ReplitFundamentalsReplit hit $525M in annualized revenue in April 2026
Sacra estimates that Replit hit $525M in annualized revenue in April 2026, up from $300M at the end of 2025 (+1,775% year-over-year).
Source: Sacra
OpenAIProduct UpdatesOpenAI Launches GPT-Rosalind AI Model Targeting Drug Discovery
OpenAI has rolled out an early version of a life sciences AI model named GPT-Rosalind, aimed at accelerating drug discovery and scientific research, entering a competitive field among major tech companies.
Source: bloomberg-tech