Anthropic has just concluded a $30 billion Series G fundraising round, the company announced on Thursday. The company’s new value is $380 billion — a huge jump from its previous Series F valuation of $183 billion. Some details of the round were reported earlier this week by Bloomberg. The new round was led by Singaporean wealth fund GIC and investment management firm Coatue, with a number of other prominent firms — including D. E. Shaw Ventures, Peter Thiel’s Founders Fund, and Abu Dhabi’s MGX — co-lead ...

2月12日，字节跳动发布最新视频生成模型Seedance2.0，旗下AI产品豆包和即梦宣布接入。目前用户可以在豆包 APP、电脑端、网页版以及即梦APP、即梦网页版等产品中体验该模型。 其中，豆包APP、即梦APP支持真人出镜，用户需要先通过录音录像完成真人校验，才能生成本人形象的数字人 分身，使用该分身生成AI视频。而在豆包电脑端、网页版以及即梦网页版等场景中，平台均明确提示暂不支持上 传真人人脸素材。 官方技术报告显示，Seedance 2.0 采用极致的稀疏架构来提升训练和推理效率，基于统一的多模态视频生成架 构，模型涌现出了强大的泛化能力 ，不仅能生成音画同步的高质量音视频，还可支持组合的多模态参考、视频编 辑、视频延长等复杂功能。 在基于多模态参考生成、复杂音视频指令遵循、复杂运动稳定性、专业镜头语言、音视频表现力及视听一体化协 同等多维度的测评中，Seedance 2.0 的表现均处于业内领先水平。其在运动稳定性、指令遵循及画面美感维度均 有显著提升，生成的复杂动作流畅细腻，并支持专业级组合运镜与叙事节奏控制。 文/北京青年报记者 温婧 编辑/张丽 Seedance 2.0 能够支持图像、视频、音 ...

Anthropic Is Now Worth $380 Billion. Software's Pain Is AI's Gain - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Anthropic Is Now Worth $380 Billion. Software's Pain Is AI's GainBy [Paul R. La Monica]ShareResize---ReprintsIn this article[O ...

Group 1 - Datavault AI Inc has triggered a bearish technical signal known as a Death Cross, indicating potential sustained downside pressure despite improving business momentum [1][3] - The company's stock has declined approximately 45% over the past year and nearly 30% year-to-date, trading significantly below its 52-week high of $4.10 [2] - The Death Cross reinforces ongoing selling pressure, with shares closer to their 52-week low of 25 cents, suggesting fragile momentum [3] Group 2 - Datavault showcased its "ADIO" data-over-sound and holographic technologies during Super Bowl LX, enhancing its visibility on a global platform [4] - The company has expanded its collaboration with IBM to deploy enterprise-grade AI through its SanQtum AI platform, strengthening its position in infrastructure-level AI solutions [4] - The tension between bearish technical signals and positive operational momentum makes Datavault stock a volatile small-cap AI setup to monitor [5]

Core Insights - C3.ai's partnership with Vonage aims to develop a network-enabled AI field-services solution, reflecting the company's strategy to scale growth through partnerships and industry-specific applications [1][4] - The collaboration introduces C3 AI Field Services, designed for mission-critical operations that require reliable connectivity and real-time intelligence in challenging environments [1][2] Partnership and Strategy - The joint solution addresses challenges in the global field-service market, such as complex equipment maintenance and workforce skill gaps, by integrating C3.ai's AI capabilities with Vonage's communication APIs [2] - C3.ai's management highlighted that 89% of quarterly bookings in Q2 FY26 were secured through partners, emphasizing the importance of ecosystem relationships in accelerating adoption [3] Revenue and Market Position - The partnership with Vonage is expected to enhance recurring revenue growth and improve long-term visibility if adoption scales [4] - C3.ai's shares have declined by 23.1% over the past three months, compared to a 14.9% decline in the industry [7] Valuation Metrics - C3.ai currently trades at a forward price-to-sales ratio of 4.7, significantly lower than the industry's average of 13.73 [11] - The Zacks Consensus Estimate for C3.ai's fiscal 2026 earnings per share indicates a year-over-year decline of 141.7%, although the loss per share has narrowed recently [12]

Funding and Valuation - Anthropic has raised $30 billion in its latest funding round, increasing its valuation to $380 billion, reflecting significant investor interest in the AI sector [1] - The funding round was co-led by D. E. Shaw Ventures, ICONIQ, and MGX, with contributions from Microsoft and Nvidia [2] Revenue Growth - Anthropic's current run-rate revenue is reported at $14 billion, with Claude Code contributing over $2.5 billion, more than doubling since the beginning of 2026 [4] - Business subscriptions to Claude Code have quadrupled since the start of the year, with enterprise use now accounting for over half of all Claude Code revenue [4] Product Development and Market Position - Anthropic has focused on coding in its model training, with Claude Code gaining traction among developers, providing a competitive edge in the enterprise AI market [1] - The company has launched a series of plugins for its Cowork agent, which has influenced global software stock performance due to concerns about AI's disruptive potential [2] Regulatory Approach - Anthropic plans to donate $20 million to support U.S. political candidates who advocate for AI regulation, contrasting with the general trend among tech companies seeking less regulation [5] - The company emphasizes the responsibility of AI developers to ensure technology serves the public good [6]

Core Viewpoint - The upcoming years, particularly 2026, are expected to witness a significant surge in IPO activity, driven by major players like OpenAI, Anthropic, and SpaceX, with forecasts suggesting record valuations for these companies [1][2]. Group 1: IPO Market Outlook - Goldman Sachs predicts 2026 will be a record year for IPOs in terms of absolute dollar value, following a slow 2025 with only 61 companies going public in the U.S. [1] - The Wall Street Journal also anticipates a "blockbuster year" for IPOs, with SpaceX potentially achieving a valuation exceeding $1 trillion [2]. - OpenAI is preparing for a valuation around $1 trillion, reflecting the high expectations for AI-related IPOs [2]. Group 2: Historical Context and Performance - OpenAI's ChatGPT has significantly influenced the AI market, becoming the fastest app to reach 100 million users in just two months, which may contribute to a strong IPO performance [4]. - The average IPO in 2023 had a first-day return of 15%, consistent with historical trends [4]. - Historical examples show that while some IPOs can surge initially, they may also experience substantial declines shortly after, as seen with Beyond Meat and Airbnb [5]. Group 3: Investment Strategies - For investors looking to capitalize on the anticipated IPO wave without selecting individual stocks, the Renaissance IPO ETF is suggested as a viable option [6]. - This ETF provides exposure to recently public U.S. companies, holding stocks for three years post-IPO and rebalancing quarterly [8]. - Although the fund has underperformed the S&P 500 since its inception, it has outperformed during periods of high IPO activity, indicating potential for future gains in 2026 [10].

Core Viewpoint - DeepSeek, an AI tool previously praised for its capabilities, has faced significant backlash following a recent update that altered its functionality and user experience, leading to widespread dissatisfaction among users [2][3]. Group 1: Update Details - The recent update was a "cross-generational upgrade," increasing the context window from 128K to 1M, allowing for more extensive analysis capabilities [3]. - The knowledge base has been updated to include information up to May 2025 [3]. - Users reported a drastic change in the tool's tone and style, with many expressing frustration over its new, less personable approach [3][6]. Group 2: User Feedback - Users have criticized the new version for being overly verbose and lacking depth in responses, with many feeling that it has lost its original strengths [6][7]. - Some users attempted to revert to previous versions or sought alternatives, indicating a strong desire for the original functionality [6][7]. - A minority of users acknowledged some advantages in specific use cases, such as legal analysis and programming, where the tool reportedly performed efficiently and cost-effectively [7]. Group 3: Company Response - As of now, DeepSeek has not publicly addressed the user complaints regarding the update, and there has been no indication of forthcoming adjustments [8]. - The official technical account hinted at optimizations related to conditional memory technology, but no further explanations have been provided [8].

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Core Viewpoint - The competitive landscape for domestic AI models is shifting, with companies like Zhiyu taking bold pricing actions due to strong market demand and technological advancements in their products [3][4]. Group 1: Market Dynamics - Zhiyu's stock surged over 40% intraday, closing with a 28% increase, reaching a market capitalization of 170 billion HKD, driven by a price increase announcement for its GLM Coding Plan due to rising user demand and usage [3]. - The company reported that its GLM Coding Plan was sold out immediately upon launch, indicating strong market interest in its AI programming model [3]. - In contrast, a price war is expected among major model vendors from late 2024 to early 2025, with significant price reductions already observed in the market [3]. Group 2: Technological Advancements - The price increase is supported by the launch of GLM-5, a new flagship model that has gained attention for its capabilities in complex system engineering and programming tasks, comparable to leading closed-source models [4]. - User feedback indicates that GLM-5's programming capabilities are on par with top models, although some performance issues were noted due to computational constraints [4]. Group 3: Strategic Focus - The industry is transitioning from a focus on customer acquisition to leveraging product quality and service to generate commercial value, particularly in the programming sector [4]. - Zhiyu's founder emphasized the importance of strategic focus on the coding domain, which is seen as a critical battleground for AI model companies [4]. Group 4: Future Outlook - By 2026, the application of large models in enterprises and the widespread adoption of AI programming tools are expected to make programming capabilities a key competitive factor for model vendors [5]. - The pricing strategies of large models, particularly those from leading companies like OpenAI, reflect their superior performance and the market's willingness to pay for high-quality outputs [5]. Group 5: Pricing Trends - Analysts suggest that Zhiyu's price increase may influence other domestic model providers to follow suit, as the intrinsic value of foundational models becomes more apparent in response to actual demand [6]. - The decision for other models to increase prices will depend on their competitive capabilities and the willingness of customers to invest in them [6].