The company that shocked OpenAI with a $3 million model is now coming for the agent layer — where the real money lives. DeepSeek is assembling a dedicated team to build AI agents that will compete directly with Anthropic's Claude Code and other established coding assistants
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A two-month-old company just raised more money than most startups see in a lifetime, and the founder's last gig was building Grok with Elon Musk. River AI raised $1.1 billion in Series A funding led by General Catalyst, despite being founded just two months ago by xAI co-founder Igor Babuschkin
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While everyone's chasing AI payments agents, the smartest money just backed the pipes those agents will run on. Yuno raised $45 million Series B led by Andreessen Horowitz and Tiger Global for payments infrastructure that routes transactions across markets
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The companies selling picks and shovels to the AI gold rush just got more confident about how long the boom will last. ASUS raised its 2026 AI server growth target mid-year, citing stronger-than-expected demand for AI infrastructure
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You can't sandbox something that needs to email your CFO, join Slack channels, and access your CRM to do its job.
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The Chinese AI lab that rattled Silicon Valley with cheap reasoning models just opened job postings for coding agent developers — right as Anthropic's Claude Code prints money.
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SpaceX's AI division just priced the future of delegation at $120 a month, and the most interesting part isn't the bot, it's that they built it for themselves first.
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While Western tech giants brag about AI revenue, China's biggest company just showed what the infrastructure buildout actually costs. Tencent's revenue grew 11% year-over-year, beating analyst expectations on strong WeChat ad sales and resilient gaming revenue
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Google's 30th employee just became Silicon Valley's newest billionaire-in-waiting without writing a single line of code for his new company. Jeff Dean left Google after 27 years to launch Discovery Loop, a public benefit corporation focused on automating machine learning, science, and engineering
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The chip company that bet everything on being different just discovered that different doesn't mean predictable. Cerebras reported a decline in hardware revenue, a surprising reversal for the newly public company that builds AI computers with wafer-scale chips
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Google just put an AI agent in a billion pockets, and the metaphor they chose reveals everything about how they plan to sell it. Gemini hit one billion monthly users as Google unveiled the Pixel 11 lineup with deeper AI integration across hardware
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The AI wealth boom just doubled the real estate record in Silicon Valley's most expensive suburb — and we're still in the early innings.
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Cisco just turned in $9.3 billion in AI orders, then told Wall Street it'll only collect $7.5 billion this year — and that gap is the whole story of infrastructure lag in the agent economy.
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The AI gold rush has its own version of vendor financing, and Wall Street just decided it's not a problem. Counterpoint's Neil Shah discusses Nvidia's "circular deals" — the practice of chip companies financing the very customers buying their GPUs to power AI infrastructure
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The checks are getting written before the infrastructure even exists. Goldman Sachs is part of a consortium committing over $500 billion to NVIDIA, marking one of the largest institutional bets on AI infrastructure in history
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Amazon just admitted the quiet part out loud: opt-in consent doesn't work when you need scale. Twitch now allows streamers to opt out of having their streams, VODs, clips, chat, and channel content used to train Amazon's generative AI models
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The first paper-trading sandbox built specifically for AI agents just went live, and it runs on a blockchain where transactions cost zero. SKALE Labs launched Agent Pit, a Polymarket-inspired prediction market sandbox where builders can train AI agents without risking real capital
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Two billionaires, two visions of AI abundance—one where money vanishes, one where it just gets weirder. Elon Musk predicts AI will make money irrelevant; Michael Saylor says he's missing the point about human nature
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The leaderboard shuffle matters less than the price war—and SpaceXAI just brought frontier agent performance to the middle tier. SpaceXAI (formerly xAI) launched Grok 4.6, scoring 61 on Artificial Analysis's Intelligence Index, tying OpenAI's GPT-5.6 Sol Max for third place globally
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The first automated hacking accident just happened in Australia, and the agent that did it was only trying to help. Australia reported its first automated hacking incident involving an AI agent, raising urgent questions about legal liability when bots cause harm
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