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Anthropic is back in the regulatory spotlight, reaching a Trump administration deal to restore Fable model access after new safeguard commitments. It also launched Claude Sonnet 5 at lower agent-running prices and rolled out Claude Science beta for scientists and life-sciences customers.
Etched reached a $5 billion valuation after booking $1 billion in AI inference system orders, while AWS committed $1 billion to forward-deployed AI engineers as enterprises struggle to turn agents into real workflows.
Talent and liquidity are becoming bigger pieces of the AI startup story. Wayve opened an $85 million employee tender offer at an $8.5 billion valuation, and EquiLibre Technologies reached a $500 million valuation as DeepMind alumni bring reinforcement-learning agents to quant trading.
Apple is in EU talks over Siri AI as competition rules threaten delays and potential fines, Google released Nano Banana 2 Lite and Gemini Omni Flash to lower generative-media costs and latency, and Waymo and Uber ended their Phoenix partnership as analysts reassess Uber’s robotaxi strategy.
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Bloom Energy was the clear standout, surging 10.07% on the day, with ASML also posting a strong gain of 5.65%.
SpaceX and NVIDIA were the next-best performers, rising 4.06% and 2.63%, respectively. Micron (+0.79%), Alphabet (+0.58%), and Meta (+0.12%) also closed green.
Amazon and IREN were the only decliners on the board, finishing down 0.75% and 0.39%, respectively.
Headlines
Anthropic reaches a Trump administration deal to restore Fable model access after new safeguard commitments. (The Wall Street Journal)
Etched reaches a $5 billion valuation and says it has booked $1 billion in orders for AI inference systems. (TechCrunch)
Amazon Web Services commits $1 billion to AI forward-deployed engineers as enterprises struggle to turn agents into workflows. (TechCrunch)
Anthropic launches Claude Sonnet 5 at lower agent-running prices as model labs compete on cost and autonomy. (TechCrunch)
Wayve opens an $85 million employee tender offer at an $8.5 billion valuation as AI startups use liquidity to retain talent. (TechCrunch)
EquiLibre Technologies reaches a $500 million valuation as DeepMind alumni bring reinforcement-learning agents to quant trading. (TechCrunch)
Apple holds EU talks over Siri AI as competition rules threaten launch delays and potential fines. (Financial Times)
Anthropic launches Claude Science beta as a workflow product for scientists and life-sciences customers. (TechCrunch)
Google releases Nano Banana 2 Lite and Gemini Omni Flash to cut generative-media costs and latency. (TechCrunch)
Waymo and Uber end their Phoenix partnership as analysts reassess Uber's robotaxi strategy. (Investor's Business Daily)
Six people doing the work. Your headcount is one.
Your finance close runs in #finance. Stripe and QuickBooks reconciled, runway updated, posted Sunday night without you asking.
Engineering review lands in #eng. Viktor pulled the open PRs, left comments on auth-refactor, flagged a dependency blocking api-pagination.
Campaign brief lands in #growth: Meta CPA up 18%, recommendation to pause broad match, a draft landing page already deployed for the variant test.
You hired him on day zero. He lives in Slack and Microsoft Teams alongside your contractors and investors, connects to 3,000+ tools, pushes back when you ship something dumb.
"Viktor is now an integral team member, and after weeks of use we still feel we haven't uncovered the full potential." Patrick, Director, Yarra Web.
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