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Report: Anthropic valuation shoots up to $350 billion

A flurry of deals is driving valuations of AI startups through the roof.

Jon Keegan

This week’s huge, if circular, $30 billion deal between Nvidia, Microsoft, and Anthropic adds some rocket fuel to the AI startup’s valuation.

CNBC reports that the additional $5 billion investment from Microsoft and Nvidia’s $10 billion investment places Anthropic’s valuation “in the $350 billion range.” That’s more than OpenAI’s valuation back in March of this year — No. 2 is gunning for the top spot.

Another notable AI startup is former OpenAI exec Mira Murati’s Thinking Machines. Last week, Bloomberg reported that sources close to the company said it’s currently “eyeing” a $50 billion valuation.

It’s hard to nail down figures from private companies, so other than company announcements, we have to rely on media reports for a lot of the numbers.

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Rani Molla

Google sinks on a string of bad news

Google is currently down nearly 2% amid a flurry of bad news for the tech giant:

  • OpenAI CEO Sam Altman said Google’s much-touted Gemini 3 model “had less of an impact on our metrics than maybe we feared.”

  • Disney sent Google a cease and desist letter accusing it of infringing Disney’s copyrights after announcing a $1 billion investment in competitor OpenAI.

  • Waymo recalled basically all of its vehicles — 3,067 — for a software update to fix a high-profile problem they had with driving past stopped school buses.

  • The AI trade generally is struggling today after Oracle posted underwhelming earnings results yesterday.

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Jon Keegan

Altman: Gemini 3 had less of an impact than we had feared

There have been a lot “code reds” flying around the AI world recently. But it turns out that the latest, declared by OpenAI CEO Sam Altman, may not be as dire as expected.

This morning Altman appeared on CNBC with Disney CEO Bob Iger to discuss Disney’s $1 billion investment in OpenAI. Altman told CNBC that Google’s Gemini 3 has “had less of an impact on our metrics than maybe we feared.”

Rani Molla
23h
How many vehicles analysts think Tesla will deliver this quarter

After a record quarter fueled by the end of the federal EV tax credit, Tesla deliveries are expected to drop.

Lots of Teslas lined up
tech
Rani Molla

Google’s YouTube to launch cheaper streaming packages that could potentially compete with Netflix

Google’s YouTube announced today that it will launch 10 genre-specific packages early next year that will cost less than its existing $82.99-per-month YouTube TV.

While the company didn’t specify how much these new packages will cost, they’re expected to come in well under the price of the full YouTube TV bundle. That could put its price point in line with other major streaming services like those offered by Apple, Disney, and Netflix. YouTube already commands the largest share of TV viewership in the US, and lower-priced subscription options could widen its lead even further.

That’s unwelcome news for other streamers, particularly Netflix, which has faced investor pressure since reports emerged about its acquisition of Warner Bros. Discovery.

Paramount has since launched a hostile counterbid, but Netflix’s stock continues to struggle. Shares are down nearly 2% today.

Introducing YouTube TV Plans, launching early 2026

Introducing YouTube TV Plans, launching early 2026

While the company didn’t specify how much these new packages will cost, they’re expected to come in well under the price of the full YouTube TV bundle. That could put its price point in line with other major streaming services like those offered by Apple, Disney, and Netflix. YouTube already commands the largest share of TV viewership in the US, and lower-priced subscription options could widen its lead even further.

That’s unwelcome news for other streamers, particularly Netflix, which has faced investor pressure since reports emerged about its acquisition of Warner Bros. Discovery.

Paramount has since launched a hostile counterbid, but Netflix’s stock continues to struggle. Shares are down nearly 2% today.

Jon Keegan, Rani Molla
12/10/25
Reports: Meta training its new AI using rival models; switching to closed models in quest for profits

A pair of reports from The New York Times and Bloomberg detail the ongoing struggles between Meta’s upstart AI division and the rest of the company as it seeks to monetize its massive investments in AI.

Mark Zuckerberg, Alexandr Wang, and Shengjia Zhao

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