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August 14, 2026, 11:05 PM
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WeSmirchTop News
| Madison Mills / Axios: |
Risk report: Anthropic raises misalignment risk estimate from very low to low and says it doesn't plan to release a stronger internal model called “Model 2” — Anthropic does not plan to release an internal model that appears to be more powerful than top-of-the-line Mythos …
More: Unite.AI. X: @teortaxestex, @daniel_mac8, @maskedtorah, @andrewcurran_, @_nathancalvin, @rohanpaul_ai, @vyg4z, @andrewcurran_, @patience_cave, @w01fe, @zackkorman, @notjazii, @jakehalloran1, @anthropicai, @biscuitweb3, @_nathancalvin, @rohanpaul_ai, @nickthorpp, @arjundeshwal292, @_nathancalvin, @birdabo, @scaling01, @scaling01, @makingtronics, @toptickcrypto, and @eliebakouch
| Bloomberg: |
Docs: Anthropic told investors it generated $11.5B+ in revenue, with positive adjusted operating income, in Q2, up from $787M in Q2 2025 and $4.73B in Q1 2026 — Anthropic PBC is telling prospective investors its second-quarter revenue jumped at least 14-fold versus the same period a year ago …
More: The Information. X: @paranoidpol, @justjoshinyou13, @ns123abc, @jakehalloran1, and @ns123abc
Bluesky: @edzitron.com, @dmnd.me, and @edzitron.com
Forums: r/BetterOffline and r/finance
| Echo Wang / Reuters: |
Sources: Anthropic projects 2028 revenue of ~$190B-$200B, vs. a revenue run rate of $47B in May, as bankers and investors price the company ahead of an IPO — As Anthropic prepares for what could be one of the biggest IPOs on record, Wall Street is looking further into the future … | Reuters: |
Z.ai says GLM-5.3 scores 84.5% on CyberGym, vs. Mythos 5's 83.8%, and its most sensitive cybersecurity functions will only be available to verified users — Chinese AI startup Z.ai said on Friday its open-source GLM-5.3 model had neared Anthropic's restricted Mythos 5 in identifying software …
More: SiliconANGLE, Nikkei Asia, Axios, The Daily Caller, Z.ai, and South China Morning Post
| Z.ai: |
Z.ai debuts GLM-5.3, which uses the same base model as GLM-5.2 with scaled post-training for stronger coding skills, and says it'll release weights in two weeks — With GLM-5.2 we built the stack: IndexShare for efficient long-context processing, SAO for RL on long-horizon tasks …
More: Bloomberg, VentureBeat, Interconnects AI, Decrypt, SiliconANGLE, International Business Times, The New Stack, Wccftech, Cautious Optimism, MarkTechPost, Silicon Republic, Tech Times, The Decoder, The Information, and Unite.AI
X: @zai_org, @louszbd, @zai_org, @kimmonismus, @natolambert, @emostaque, @perrymetzger, @semianalysis_, @aravsrinivas, @natolambert, @deliprao, @teortaxestex, @deliprao, @tim_dettmers, @scaling01, @chetaslua, @deryatr_, @zypherhq, @mrahmadawais, @llmjunky, @ai_for_success, @davis7, @aisearchio, @tokenbender, @zrdianjiao, @chrisgpt, @zixuanli_, @louszbd, @maria_rcks, @ollama, @jun_song, @miaai_lab, @andrewcurran_, @levie, @gpuemi, @teortaxestex, @agentnative_, @jietang, @commandcodeai, @zai_org, @zai_org, and @zai_org
Bluesky: @timkellogg.me, @mrsommer, @beatrix, @philpax.me, @isolyth.dev, and @sungkim. Mastodon: @LukaszOlejnik@mastodon.social
Forums: Hacker News, r/LocalLLaMA, r/singularity, r/accelerate, and r/SillyTavernAI
| Bloomberg: |
SpaceX closes its $60B acquisition of Cursor, two months after SpaceX formally announced it had agreed to acquire the startup — SpaceX has completed a $60 billion acquisition of artificial intelligence coding startup Cursor, a key part of Elon Musk's bid to gain ground on rivals Anthropic PBC and OpenAI.
More: Cursor, PitchBook, The Coin Republic, Fortune, Bitcoin News, Accel, crypto.news, Business Insider, The American Bazaar, The Information, Business Today, a16z, CoinGape, and Blockonomi
X: @cursor_ai, @pitdesi, @chetanp, @spacexai, @soleio, @mntruell, @scottwu46, @giffmana, @elonmusk, and @martin_casado. LinkedIn: Hunter Walk
| Kate Rooney / CNBC: |
Source: OpenAI CFO told investors that enterprise business now generates more revenue than ChatGPT-led consumer business; enterprise customers grew 32% in July — At the end of a week of turmoil in OpenAI's C-suite, finance chief Sarah Friar held a meeting with investors on Friday … | Wall Street Journal: |
Sources: PayPal is in talks to sell itself to a group including Stripe and Advent, which proposed paying $60.50/share in July; PayPal is seeking a higher price — The fintech startup and private-equity firm Advent offered to buy the struggling payments company in July| Reuters: |
The US OCC conditionally approves a bank charter application for Trump family's World Liberty Financial, allowing it to directly issue its USD1 stablecoin — A national U.S. bank regulator on Friday conditionally approved a bank charter application linked to President Donald Trump … | Lynn Doan / Bloomberg: |
Filing: Nvidia has a nearly $21B stake in SpaceX and a $30B stake in Intel; Nvidia invested as much as $2B in xAI in 2025 and $5B in Intel — Nvidia Corp. on Friday disclosed a nearly $21 billion stake in Elon Musk's SpaceX and a $30 billion one in Intel Corp.
More: Financial Times, CNBC, and Bloomberg
| Emma Roth / The Verge: |
Google adds a toggle in Gemini and Flow to remove visible watermarks from AI-generated images, videos, and music; SynthID watermarks and C2PA metadata remain — Google will still embed invisible SynthID and C2PA watermarks into AI-generated images, videos, and music.
More: PCWorld, Engadget, Android Authority, Thurrott, Business Insider, TechCrunch, SQ Magazine, Digital Trends, Gizmodo, SammyGuru, Memeburn, Phandroid, and SC Media
| Natasha Mascarenhas / Bloomberg: |
Investor letter: Thrive's 2022 early-stage $516M fund that invested in OpenAI and SpaceX was worth $3.7B+ as of the end of June, net of fees and other charges — Thrive Capital's 2022 early-stage venture capital fund, a $516 million investment vehicle that made early bets on OpenAI …
More: Bloomberg, Reuters, TechCrunch, The Information, RuntimeWire, Newcomer, and New York Times
| Reuters: |
France's top court blocks a bill banning social media for under-15s, saying it infringed upon freedom of expression; Macron orders the PM to rework the bill — France's top court on Friday blocked a bill banning social media access for under-15s, saying it infringed upon freedom of expression …
More: Bloomberg, Politico, Bloomberg Law, The Guardian, Al Jazeera, Associated Press, Courthouse News Service, CBS News, JURISTnews, Reuters, Reclaim The Net, Washington Examiner, RTÉ, Seoul Economic Daily, and France 24
LinkedIn: Robert Spano. Mastodon: @rinze@neopaquita.es. Forums: Hacker News, r/privacy, and Slashdot
| M. Sriram / Newcomer: |
How dual-valuation deals became pervasive in the current frenzied AI funding cycle, with prestige VC firms monetizing their brand names by getting better prices — Prestige firms are monetizing their brand names by getting better prices than others in the same funding round| Wall Street Journal: |
Commerce Secretary Howard Lutnick says the US is “not in favor” of Apple buying Chinese memory chips, and there have to be “other solutions to the memory issue” — Commerce Secretary Howard Lutnick urges iPhone maker to find other solutions to AI-driven chip supply crunch| Fred Lambert / Electrek: |
Waymo receives approval from the California Public Utilities Commission to expand across 18 counties, including Sacramento and San Diego — Waymo says California regulators have signed off on the biggest expansion of its robotaxi service yet, covering 18 counties from Sonoma down to San Diego.
More: Engadget, CBS News, Carscoops, Los Angeles Times, New York Post, SFist, ABC7, and KTVU-TV
X: @waymo, @ethanteicher, @davidmoss, and @ethanmckanna
| Anissa Gardizy / Wall Street Journal: |
Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop — Under new proposed terms, the chip maker would initially backstop only half of the 10-gigawatt project
More: The Information, Reuters, Fierce Network, Finimize, and Capacity
X: @amir, @midnight_captl, and @edzitron
| Michael Martina / Reuters: |
Source and letter: the US plans to tell 35 partner countries they'll be excluded from the US-led Pax Silica initiative if they also join China's rival framework — The U.S. is preparing to tell dozens of countries they must pick sides in the artificial intelligence race with China …
X: @hecubian_devil, @ruima, @yacinemtb, @max_paperclips, @yacinemtb, @tszzl, and @a_musingcat
Forums: r/worldnews and r/technology
| Joann Muller / Axios: |
Nevada granted Tesla a robotaxi permit, but capped the fleet at 10 vehicles, not 5,000 that Tesla sought, banned airport pickups, and ordered other restrictions — Tesla applied for a permit to deploy up to 5,000 robotaxis in Clark County, Nevada, but got approval from the state for just 10.
More: TechCrunch, KrASIA, International Business Times, Motley Fool, CNBC, Quartz, Carscoops, Silicon Republic, and Tech.eu
| Jonathan Weil / Wall Street Journal: |
In Q2, “other income”, mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits — Gains on investments in companies like Anthropic are boosting earnings at some of the biggest technology companies| @alibaba_qwen: |
Alibaba releases weights for Qwen3.8 models under Apache 2.0 license, including Qwen3.8-27B, which it says beats Qwen3.7-Plus and excels in real-world coding — We promised open weights for Qwen3.8. Now, time to meet them! 🎉 ⚡ Qwen3.8-27B: - A native multimodal dense model. With just 27B parameters, it outperforms Qwen3.7-Plus overall and shines in real-world coding & office workflows. - 262K native context, easily extendable to 1M
More: The New Stack, The Decoder, The Kaitchup, SQ Magazine, and RuntimeWire
X: @unslothai, @udiwertheimer, @theahmadosman, @max_paperclips, @simonw, @shuai_bai_, @sudoingx, @teknium, @maziyarpanahi, @itspaulai, @gneubig, @yagilb, @jumperz, @aibattle_, @hesamation, and @andrewcurran_
Forums: Hacker News and r/LocalLLaMA
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