3 6 Ke·2026-02-13 12:06Group 1 - Anthropic has completed a $30 billion Series G funding round, achieving a post-money valuation of $380 billion, making it the second-largest private financing in tech history [1] - The funding round was led by Singapore's sovereign wealth fund GIC and hedge fund Coatue, along with several prominent investors including D.E. Shaw, Dragoneer, Founders Fund, and major tech companies like Microsoft and Nvidia [1] - Anthropic is preparing for an IPO in the second half of 2026, with annual revenue reaching $14 billion, 80% of which comes from enterprise clients [2][3] Group 2 - Google has announced a significant upgrade to its Gemini 3 Deep Think, which includes a new math research agent capable of solving open mathematical problems autonomously [4][5] - Gemini 3 Deep Think has achieved a Codeforces Elo rating of 3455, surpassing 99.992% of human programmers, and can tackle complex problems in advanced data structures and algorithms [7][8] - Google aims to challenge Anthropic's position in both academic and programming domains, emphasizing the importance of defining how AI should work [10][42] Group 3 - Anthropic's Claude Code has seen a rapid increase in revenue, with its annual revenue surpassing $2.5 billion, and has driven a surge in product development, likened to a "Cambrian explosion" in AI products [13][18] - The success of Claude Code is attributed to its ability to redefine AI's role from a mere conversational agent to an active problem-solving agent [20][21] - Investors are recognizing that if AI can automate complex tasks, the value proposition of traditional SaaS companies may diminish significantly [22] Group 4 - Google claims to have reduced the service unit cost of Gemini AI by 78%, making it a more cost-effective option for enterprises compared to Anthropic's offerings [39] - The competition between Anthropic and Google is not just about model performance but about who can define the operational framework of AI [42][54] - Both companies represent different strategic priorities: Anthropic focuses on context understanding and task execution, while Google emphasizes foundational reasoning and generalization capabilities [43][44]