David Sacks / @davidsacks: Anthropic and OpenAI are already free to “pace the frontier” and should do so for business reasons, instead of first demanding a preferred regulatory framework — Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
Clem / @clementdelangue: Hugging Face says its Open Alignment Initiative, led by co-founder Thomas Wolf, seeks “to be part of the ‘embedded evaluators’ program that Amodei” committed to — It's now clear that alignment is critical and won't be solved behind the closed doors of a handful of frontier labs. So today we're launching the Open Alignment Initiative, led by @Thom_Wolf @huggingface and asking to be part of the “embedded evaluators
Sam Altman / @sama: Sam Altman says he agrees with Amodei that “committing to having independent evaluators with employee-like access is a great idea”, and OpenAI will do the same — I agree with Dario that we need to pace the frontier. This has been a primary topic of discussions we've had at OpenAI in recent weeks. Committing to having independent evaluators with employee-like access is a great idea, and we will do the same. We'll have more to share soon.
Dario Amodei / @darioamodei: Dario Amodei says Anthropic is “unilaterally committing” to giving third-party evaluators permanent access to verify its adherence to safety measures — We Must Pace the Frontier: I've written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We'll provide third-party evaluators with permanent, employee-level access to our systems, so that the...
Stephen Nellis / Reuters: Ayar Labs, which is developing a way to link AI chips directly with optical connections, raised $150M, an extension of its $500M Series E in March 2026 — Ayar Labs, a Silicon Valley startup developing a way to link AI chips directly together with optical connections, on Thursday said it has raised an additional $150 million.
Axios: Letter: the Senate disaster management subcommittee, led by Sen. Josh Hawley, is probing OpenAI's handling of the Hugging Face breach, calling it “reckless” — A Republican-led Senate subcommittee that oversees disaster management is investigating OpenAI's handling of the Hugging Face breach in July, Axios has learned.
Pragyan Kalita / Reuters: PlusAI, which is operating autonomous freight routes in Texas with trucking company Ryder, plans to go public in a SPAC deal at an ~$800M pre-money equity value — PlusAI has agreed to go public through a merger with blank-check firm Texas Ventures Acquisition III Corp (TVA.O) …
Marissa Newman / Bloomberg: Tel Aviv-based Guardio, which offers a subscription-based consumer security service that protects digital accounts like emails, raised $40M at a $1.1B valuation — Israeli cybersecurity startup Guardio raised funds from investors including Assaf Rappaport, the founder of cloud security firm Wiz …
Stephen Nellis / Reuters: Valencia-based iPronics raised $125M co-led by Maverick Silicon and Light Street, with participation from Nvidia, to develop optical circuit switch tech — Valencia, Spain-based startup iPronics said Tuesday that it has raised $125 million in venture capital with participation from Nvidia …
Jing Yang / The Information: Shein ends flat at ~$6.20 per share on its first day of trading on the Hong Kong stock exchange, giving it a $26B market cap after raising $1.7B in its IPO — Shares of Chinese online fashion giant Shein ended flat on its first day of trading on the Hong Kong stock exchange …
Juro Osawa / The Information: Hong Kong-listed Z.ai reports H1 2026 revenue up 5x YoY to ~$142M, with “open platform and API revenue” up 28x to ~$122M, and net loss down 12% YoY to ~$308M — Chinese AI firm Z.ai's revenue in the first half jumped nearly fivefold from a year earlier to 954 million yuan …
The Information: Sources: OpenAI starts letting some major customers pay only when its AI completes tasks, as Salesforce and other AI providers test outcome-based pricing — OpenAI in recent months has started giving some major customers the option of paying only when its AI completes tasks …
@claudedevs: Anthropic will “permanently” raise weekly Claude Code limits by 25% on Sept. 14 for most plans, which will work out a 17% reduction, given the current 50% boost — Starting September 14, we're permanently raising standard weekly limits in Claude Code by 25% for Pro, Max, Team, and seat-based Enterprise plans. Until then, the current 50% increase will be in place.
Amir Efrati / The Information: Cursor co-founder Michael Truell says OpenAI represents just 5% of Cursor's traffic and Cursor trusted OpenAI to be “neutral”; Musk says he “couldn't care less” — OpenAI said Friday night that it will terminate its contract to provide its AI models …
Z.ai: Z.ai releases GLM-5.3-Flash, the first natively multimodal GLM-5 series model, with 320B parameters, saying it outperforms GLM-5.2 at “one-tenth the price” — We introduce GLM-5.3-Flash, the first natively multimodal model in the GLM-5 series. With 320B total parameters …
Luz Ding / Bloomberg: Alibaba releases Qwen3.8-Flash, an open-weight, 125B-parameter model built on its next-gen Qwen 4 architecture, saying it rivals Opus 4.6 and V4-Flash — Alibaba Group Holding Ltd. released the latest model under its popular Qwen series, a lower-priced platform aimed at driving adoption of its marquee AI offering globally.
Reuters: Kakao plans to spin off its chat app-based platform business into a new company tentatively named KakaoAI, which it expects to relist in Korea in 2027 — South Korea's dominant chat app operator Kakao Corp (035720.KS) said on Friday it plans to spin off its chat app-based platform business …
Dana Wollman / Bloomberg: Marvell and Google expand their chip development deal, with Marvell granting Google a warrant to buy up to 58M+ shares at $206.58 each, totaling up to $12.2B — Marvell Technology Inc. and Alphabet Inc.'s Google announced an expanded chip-development partnership, including a warrant …
Juro Osawa / The Information: Alibaba says its new open-source multimodal model, Qwen3.8-27B, passed 1M+ downloads within a few days of release, making it one of its fastest-growing models — Alibaba Group said its new small-size AI model that customers can run on their own personal computers has been downloaded …
Timothy Gowers / Gowers's Weblog: Fields Medalist Timothy Gowers says most famous mathematics problems solved by LLMs so far have almost all been with counterexamples rather than proofs — For the sake of anyone who might read this blog post in the distant future (a month from now, say), let me mention that I am writing …
Dario Amodei / @darioamodei: Dario Amodei defends his policy proposals, warns open weights won't decentralize power, endorses pre-launch vetting, says real accomplishments will earn trust — 1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that “either concentrate it in the hands of a
Bloomberg: Sources: stablecoin payments company RedotPay has delayed its plans for a US IPO to 2027 or later, as it seeks regulatory approvals and deals with legal issues — RedotPay has delayed plans for an initial public offering in the US as the stablecoin payments company seeks regulatory approvals …
Anzar Mehraj / Reuters: Chip equipment maker Lam Research plans to invest $3B+ over five years to expand its global R&D network, as it seeks to increase its experiment capacity by 50%+ — Lam Research (LRCX.O) said on Thursday it intends to invest more than $3 billion in the next five years to expand …
Z.ai: Z.ai debuts GLM-5.3, which uses the same base model as GLM-5.2 with scaled post-training for stronger coding skills, and says it'll release weights in two weeks — With GLM-5.2 we built the stack: IndexShare for efficient long-context processing, SAO for RL on long-horizon tasks …
Financial Times: 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 — Anthropic investors expect the AI start-up to float at a valuation of $2tn or more in October, a dizzying figure that would eclipse SpaceX …
The Information: DeepSeek launches V4-Pro, its most advanced model that rivals Kimi K3 on some benchmarks but is priced much lower, at $0.435/1M input and $0.87/1M output tokens — Chinese AI developer DeepSeek has launched its flagship model, V4-Pro, to mixed reviews from users, with some expressing disappointment.
Jing Yang / The Information: Manus says it will “soon return to operating as an independent company”, implying it is close to finalizing the reversal of its acquisition by Meta — AI startup Manus said on Tuesday that it will “soon return to operating as an independent company,” implying it is close …
Ben Thompson / Stratechery: Big Tech's AI boom echoes the 1870s railroad buildout, and Nvidia shifting risk to institutional capital may expose investors if AI revenues fail to materialize — On January 1, 1870, Jay Cooke, hailed as an American hero for his role in financing the Union effort in the Civil War …
Financial Times: How India's IT services sector, which employs 6M people, contributes ~7% of GDP, and generates $300B+ annually, is shedding jobs as AI automates formulaic work — It was around 1.30am by the time Rakesh, a 45-year-old Oracle employee in the Indian technology hub of Bengaluru …
Financial Times: A look at London-based AI startup Cosine, which is building a frontier model with UK government backing, as some question if it has the talent and resources — Britain's bid to build a “sovereign” AI model rests with a London start-up of about 30 employees that has raised just $15mn.
Bloomberg: The US OCC denies Dutch fintech Bunq's application for a national bank charter, citing the need for more clarity on its business plan to expand in the US — A US banking regulator turned down a charter application by Dutch financial-technology firm Bunq BV, which submitted a request …
Financial Times: Sources: Google's AI shakeup is a seismic shift in the works for months and cements Sergey Brin's influence, after execs became frustrated with Demis Hassabis — Google is shifting control of its AI effort from London back to Silicon Valley in a sweeping leadership overhaul that cements …
Alan Wong / Bloomberg: China launches a formal national security review of Palo Alto Networks products sold in the Chinese market, citing a need to protect critical infrastructure — China launched a formal security review into products sold by US technology firm Palo Alto Networks Inc. within the Chinese market.
Bloomberg: Sources: CXMT is set to manufacture small quantities of LPDDR6 smartphone memory around 2026's end, as it seeks to compete with Micron, SK Hynix, and Samsung — China's state-backed CXMT Corp. is poised to produce smartphone memory chips that are on par with the industry's most advanced designs …
Henry Siu / The Information: Alibaba prices Qwen3.8-Max at $2 per 1M input tokens and $6 per 1M output tokens via its API, below Kimi K3's $3/1M input tokens and $15/1M output tokens — Chinese tech giant Alibaba Group made its new flagship model, Qwen3.8-Max, widely available on Monday through application programming interfaces …
FinTech Global: LemonEdge, a fund accounting and operations software provider for the private markets sector, raised a $21M Series A led by Blackstone Innovations Investments — LemonEdge, a fund accounting platform designed specifically for the private markets sector, has secured $21m in Series A funding …
The Information: Sources: OpenAI demoed a new “Astra” AI model family to US policymakers and regulators this week, touting its improved abilities to complete long-running tasks — OpenAI is preparing to release a new model family, tentatively using the name “Astra,” with improved abilities …
Yazhou Sun / Bloomberg: UK startup Dwelly, which buys real estate businesses and adds AI to handle maintenance, contracts, and other tasks, raised $95M in equity and $75M in debt — British startup Dwelly has raised $170 million to buy more real estate businesses and inject artificial intelligence into their operations.
Reuters: China's market regulator says it had fined and confiscated ~$770M from Trip.com for abusing its dominant position in the domestic online hotel-booking market — China's market regulator said on Saturday it had fined and confiscated a total of 5.2 billion yuan ($770 million) from Trip.com Group …
Leo Schwartz / The Information: Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity — Many of the largest U.S. tech companies signed a joint letter on Friday defending open-source AI software as the Trump administration …
Financial Times: Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada — Americans are far more likely to oppose the construction of AI data centres than citizens of other big economies …
Ben Thompson / Stratechery: Q&A with Satya Nadella on Microsoft's competitive position, MAI models, OpenAI, the software business, GitHub Copilot, Project Solara, data centers, and more — An interview with Microsoft CEO Satya Nadella about figuring out Microsoft's role in AI, the relationship with OpenAI, Capex …
Reuters: Zhipu AI says it plans to apply for a listing in Shanghai; Zhipu's Hong Kong-listed shares are up 10x+ since its January IPO, giving it an ~$83B market cap — Knowledge Atlas Technology JSC (2513.HK), also known as Zhipu AI, intends to apply for a domestic listing on the Shanghai Stock …
Juro Osawa / The Information: Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 — Chinese AI developer MiniMax on Monday launched a new large language model called M3, saying the new model's coding capability approaches …
Michael J. de la Merced / New York Times: OpenRouter raised $113M led by CapitalG, a source says at a $1.3B valuation, and now processes 25T tokens across 400+ models weekly, up from 5T six months ago — An investment arm of Alphabet is backing OpenRouter, which helps companies choose among hundreds of models for different software tasks.
Financial Times: Spotify co-CEO Alex Norström defends the company's expansion into AI-generated music, arguing that “controlled” products are superior to unregulated AI “slop” — Streaming app strikes deal with Universal allowing subscribers to create ‘controlled’ covers and remixes
Financial Times: Sources: ByteDance is offering low-priced stock options linked to growth in its Seed AI division to staff of the unit, a first, to fend off poaching from rivals — TikTok owner issues shares tied to AI business unit as China's tech talent war heats up — ByteDance is offering special stock …
Ana-Maria Stanciuc / The Next Web: Italian police dismantle a piracy network that streamed paid content from Netflix and others via an app called Cinemagoal with annual subscriptions of €40-€130 — Italy's Guardia di Finanza said on Friday it had dismantled an audiovisual piracy operation that streamed paid content from Sky …
Takashi Mochizuki / Bloomberg: Sources: Nintendo asked partners and suppliers to assemble ~20M Switch 2 consoles by March 2027, ~20% above the 16.5M public sales outlook issued in early May — Nintendo Co. has asked partners and suppliers to assemble about 20 million Switch 2 consoles in the year through March …
Jemima McEvoy / The Information: Sam Altman says OpenAI offered to invest $2M in tokens in each startup in the current YC batch; a source says the offer is in exchange for equity via a SAFE — OpenAI cofounder and CEO Sam Altman late Tuesday offered to invest $2 million in every startup currently in the Y Combinator startup …