EST. 2026

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LATEST ISSUE — June 1, 2026

Anthropic reaches valuation of $965bn, beating OpenAI to become world’s most valuable AI firm

Anthropic just raised $65 billion at a $965 billion valuation, officially leapfrogging OpenAI to become the most valuable AI startup on the planet. Th … →

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LATEST DEEP DIVE

Big Ideas 2026 · 2 of 13

The Intelligence Factory: AI Infrastructure

The cost of AI inference dropped more than 99% in a single year. That should settle the infrastructure debate. It makes everything more complicated instead.

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Your inbox has enough noise. We're the signal.

Anthropic reaches valuation of $965bn, beating OpenAI to become world’s most valuable AI firm

The Intelligence Factory: AI Infrastructure

Your inbox has
enough noise.
We're the signal.