transcript
show notes
Anthropic's investors talked up a $2T+ October IPO, even as data showed Fable 5 barely selling. Google cut prices on Gemini 3.7 Flash, OpenAI previewed a 14× faster tier, Trump enlisted private hackers, and Twitch fed Amazon's AI.
Links
- Google's Gemini 3.7 Flash targets coding and agents with a 50% introductory price cut (VentureBeat)
- OpenAI previews Ultrafast, an API tier powered by Cerebras that runs GPT-5.6 Sol up to 14× faster and generates up to 750 output tokens per second (9to5Mac)
- President Trump signs a memo letting the US government partner with private companies to conduct cyberattacks abroad against criminal groups targeting Americans (Bloomberg)
- Sources: Anthropic's investors expect it to float at a $2T+ valuation in an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026 (Financial Times)
- Ramp data: Fable 5 drew just 6% of Anthropic's API tokens in its first month and 75% of GPT-5.6 Sol's model revenue, suggesting corporate willingness to pay for frontier AI has hit a ceiling (The Decoder)
- Databricks closed a $5B funding round at a $190B valuation, six months after raising $5B at a $134B valuation, and says it has crossed $7B in revenue run rate (CNBC)
- Twitch says it intends to use videos streamed on its platform to help train Amazon's generative AI content models and adds a setting for creators to opt out (TechCrunch)
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links8
- Google's Gemini 3.7 Flash targets coding and agents with a 50% introductory price cutventurebeat.com
- OpenAI previews Ultrafast, an API tier powered by Cerebras that runs GPT-5.6 Sol up to 14× faster and generates up to 750 output tokens per second9to5mac.com
- President Trump signs a memo letting the US government partner with private companies to conduct cyberattacks abroad against criminal groups targeting Americansbloomberg.com
- Sources: Anthropic's investors expect it to float at a $2T+ valuation in an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026ft.com