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Joined January 2023
JUST IN: Oracle adds ChatGPT and Codex to its app stack. Oracle Cloud Infrastructure expands with Google TPUs, OpenAI’s Jalapeño chip, and Cerebras hardware.
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JUST IN: Anthropic files for Nasdaq IPO, said to target ~$100B raise at up to $2T valuation => Week of Nov. 16: Anthropic is reportedly aiming to go public. => ANT will be the company’s Nasdaq ticker. => 900% was Anthropic’s net revenue retention rate.
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JUST IN: Anthropic files for Nasdaq IPO under ticker ANT. Share count and pricing TBD. S-1 reveals $80.7B net loss on $16.3B revenue in H1 2026, vs. $13B loss on $1.2B revenue a year earlier.
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JUST IN: Pathos AI, AI-driven oncology drug startup, raises $237M Series E at $3B valuation - Bristol Myers Squibb led the round. - Pathos AI also partnered with Bristol Myers and Temus AI on AI tools for Alzheimer’s and other neurological drug development.
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JUST IN: Apple’s nearly $2,000 iPhone Duo sells out of limited in-store stock amid long lines and surging demand. New online orders face delivery delays until late January, though some may ship sooner.
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JUST IN: OpenAI said to near up to $30B round at $1.25T pre-money valuation, led by UAE investors, Coatue - The round would serve as an “opportunistic” bridge ahead of an IPO. - After facing investor resistance, OpenAI reportedly cut its valuation target.
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JUST IN: Meta shares -8% as heavy AI spending pushes Q3 free cash flow to -$2.12B. The Facebook parent company raises its 2026 CAPEX floor to $135B from $130B, fueling investor concerns.
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JUST IN: Meta Q3 revenue +26% YoY to $64.6B, vs. $63.3B est., net income +264% => Free cash flow turned negative at -$2.12B, vs. +$784M in Q2. => -37% YoY in Q3 operating income to $12.99B, reflecting a $9.89B AG settlement charge.
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JUST IN: Meta ordered to pay a record $25B civil penalty to New Mexico in a consumer deception case. The case stems from the Cambridge Analytica scandal.
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JUST IN: Anthropic IPO filing reveals H1 revenue surged to $16.3B, net loss hit $80.7B => ~20% of H1 2026 revenue came from just 2 customers, Anthropic said.
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JUST IN: Apple commits up to $100M over three years to Pennsylvania-based Perryman, a titanium supplier for the iPhone Duo. Apple also plans to expand its partnership with Qnity.
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JUST IN: OpenAI said to seek ~$30B at $1.4T+ valuation ahead of Anthropic IPO - SoftBank and MGX are among the investors reportedly in talks to join the round.
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JUST IN: Apple announces a “Pro and tell” event for October 28 in Los Angeles. Its first touchscreen MacBook and a 14-inch M6 MacBook Pro are expected.
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JUST IN: Anthropic commits 5% of shares to “Public Benefit Fund”, ~20% including founder, staff pledges - Up to another 2% for every 50% rise in Anthropic’s valuation above a set baseline, subject to board approval.
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JUST IN: Apple’s foldable iPhone Duo sells out of launch-day pickup stock, with online deliveries slipping into late January. The first foldable iPhone costs up to $3,199, potentially boosting Apple’s average selling prices.
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JUST IN: Anthropic IPO valuation expectations said to fall to ~$1.5T from ~$2T on slower Q3 revenue growth - Some investors reportedly disappointed as Anthropic’s sequential growth slowed.
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JUST IN: Amazon launches two AI wearables, the $75 Bee Frontier wristband and $100 Bee Eclipse magnetic phone recorder. The devices offer a Bee Pro subscription for $12/month.
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JUST IN: Anthropic Q3 revenue said to jump to $16.8B, posts adjusted profit - Adjusted profit for the second consecutive quarter was reportedly disclosed to investors by Anthropic. - Anthropic generated $1.70 in revenue for every $1 spent on computing power in Q3.
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JUST IN: U.S. CPI +0.6% MoM in Sep., +3.7% YoY, driven by surging fuel costs. Core CPI +0.3% MoM, +2.6% YoY, reinforcing expectations of further Fed rate hikes.
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JUST IN: Applied Intuition said to receive investment offers valuing it at least $30B - The startup could raise at least $1B at the new valuation. - Applied Intuition has raised $1.2B so far and had spent little of it as of Jul., a16z said.
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