Anthropic eyes Stainless in a $300M developer tools deal
Stainless generates production SDKs for AI API companies, making a possible Anthropic acquisition strategically deeper than a small tooling purchase.
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View archive →Robin Li says users pay for agents that get work done
At Baidu Create 2026, Robin Li shifted the emphasis from model competition to agents, applications and the idea of the “super individual.”
Amazon folds Rufus into Alexa for Shopping
Amazon is retiring the Rufus shopping assistant brand and moving its history, recommendations and 300 million users into Alexa for Shopping.
Cisco lifts AI orders outlook while cutting 4,000 jobs
Cisco raised its full-year AI infrastructure order target to $9 billion while announcing a 5% workforce reduction and restructuring charge.
Isomorphic raises $2.1B to push AI-designed drugs toward clinic
DeepMind spinout Isomorphic Labs raised $2.1 billion as Demis Hassabis now points to first AI-designed drugs entering human trials by late 2026.
OpenAI spins up a $14B deployment company
OpenAI’s Deployment Company packages AI rollout, consulting and forward-deployed engineering into a separately capitalized enterprise services business.
Anduril doubles valuation with a $5B Series H
Anduril raised $5 billion at a $61 billion valuation, with revenue growth and autonomous defense programs supporting a steep AI premium.
Cursor cloud agents learn multi-repo pull requests
Cursor’s cloud agents now support multi-repository environments, faster builds and enterprise controls for teams with microservice codebases.
Anduril’s $61B valuation turns defense AI into the hard part of the AI trade
A second Anduril article focuses on how the $61 billion valuation rests on revenue, Lattice contracts and the wider defense AI investment cycle.
Claude moves into small-business work with QuickBooks and PayPal
Anthropic is positioning Claude as an operating layer for small businesses by connecting it to accounting, payments and other everyday SaaS tools.