Big tech moves and startups
Netflix released VOID, its first public AI model for video object removal with physics-aware inpainting, beating Runway by 3x in user preference tests and signaling a major strategic shift toward AI-native content production....
Microsoft pledges $1 billion to Thailand for cloud and AI infrastructure, igniting a three-way battle with Google and Amazon for Southeast Asian dominance while China watches closely....
Anthropic hits $19B annualized revenue and signs landmark AI partnership with Australian government, cementing their position as the enterprise AI leader while OpenAI chases consumer markets....
China’s AI giants spent billions on red packet campaigns to buy users — and lost them overnight. Meanwhile, tiny teams like DeepSeek and OpenClaw keep building the products people actually want. A blockbuster 36kr report exposes the absurd reality of China’s AI race....
Eli Lilly signed a $2.75 billion deal with Hong Kong’s Insilico Medicine — the largest AI drug discovery deal in history. Insilico has 28 AI-designed drugs, half already in clinical trials....
Anthropic accidentally leaked its most powerful AI model 'Claude Mythos' through an unsecured data store. Cybersecurity stocks cratered as investors digested the implications of an AI that can 'exploit vulnerabilities in ways that far outpace defenders.'...
SoftBank borrowed $40 billion to double down on OpenAI. Is Masa Son making the investment of a lifetime or repeating WeWork-era mistakes?...
China's Hengdian studios saw real-person drama production drop 50% after Chinese New Year as AI short dramas surged to 38% of top content — and 130,000 actors are caught in the crossfire....
Anthropic accidentally leaked details of Claude Mythos — their most powerful AI model with unprecedented cybersecurity capabilities — while simultaneously winning a landmark court battle against the Pentagon's attempt to blacklist them....
ByteDance launches Seedance 2.0 in CapCut while OpenAI kills Sora — a strategic shift in the AI video wars with Hollywood watching closely....
Meta offers executives stock options worth hundreds of millions if the company hits a $9 trillion valuation by 2028 — a desperate bid to retain AI talent in the escalating tech war....
OpenAI's Sora app lasted just six months before dying under the weight of deepfake scandals, copyright chaos, and a $1 billion Disney deal that evaporated....
ByteDance is embedding AI across its billion-user super-app ecosystem while US competitors chase enterprise contracts. Is the integration-first strategy the real winning play?...
OpenAI is hiring 12 people per day to grow from 4,500 to 8,000 employees by year-end. The aggressive expansion comes as the company faces pressure from Anthropic in enterprise (new customers choosing Anthropic 3:1) and Google in consumer (Gemini 3.0 success). Is this strategic growth or defensive panic?...
Block fired 4,000 for AI. Klarna fired 1,000 for AI. Both are already rehiring. The AI job apocalypse narrative is collapsing — and revealing something more interesting about how companies actually use (and misuse) AI....
Singapore-based Agnes AI raised tens of millions in funding and is approaching $20M ARR, highlighting the contrast between supportive AI ecosystems in Southeast Asia and the regulatory battles facing American AI companies....
Microsoft announced a major rollback of Copilot AI integrations across Windows 11, removing AI features from Photos, Widgets, Notepad, and Snipping Tool. The move signals growing AI fatigue among users and could mark an industry-wide pivot away from aggressive AI integration....
DoorDash launched a "Tasks" app paying 8+ million gig workers to train AI systems through body camera footage, language samples, and visual documentation — accelerating the automation of their own jobs....
Jeff Bezos is raising 00 billion to acquire and transform legacy manufacturing companies with AI through Project Prometheus, targeting aerospace, chipmaking, and defense sectors....
Beijing bets everything on AI to offset demographic collapse. 300 million retirees incoming, Baidu bleeding cash, but China's infrastructure approach might just work....
