5 0

Physical Intelligence • Unknown

AI robotics startup Physical Intelligence is reportedly in talks to raise more than $1 billion in a round led by Avenir and Lux Capital at a valuation of approximately $20 billion, up from $11.5 billion earlier in 2026, according to Bloomberg sources.

META

Meta's $25 billion share sale was oversubscribed 5x, with demand for about five times the available shares, as the company seeks $98 billion for AI spending. The 15 largest investors in the sale accounted for roughly 70% of shares, according to Bloomberg sources.

Google released Gemini 4 Carbon, a frontier model it says delivers significant gains in coding, agentic tasks, and cybersecurity. Google claims Carbon tops the Artificial Analysis Intelligence Index v5.0, ahead of Claude Opus 5.5 and GPT-6 Astra.

AI Models • The Verge AI

OpenAI is doubling usage limits across its paid plans, raising Pro 100 to Pro 500, and reversed a planned cut to the Pro 200 quota after user pushback. The company says more efficient models like Terra and Sol should push usable capacity higher; the move comes ahead of Anthropic's IPO as both firms compete for B2B dominance.

Business • The Decoder

An Anthropic study gave 50 experts an AI agent whose preferences were set by coin toss; the experts followed the agent's view up to 86 percent of the time on judgment calls, and most believed the conclusions were their own. The findings suggest people may adopt arbitrary AI opinions as their own reasoning.

Research • The Decoder

Cohere • Unknown

Cohere Inc., an AI model maker based in Canada, has completed the first close of a funding round expected to total up to $5 billion, with the Canadian government agreeing to invest up to $1.14 billion. The round values the company at $20.5 billion.

MSFT

Microsoft is seeking to raise at least $25 billion in its first US investment-grade bond sale since 2017, when it raised $17 billion, to fund AI-related capital expenditures, according to sources.

GOOGL

Alphabet's stock fell more than 12%, wiping a record $500 billion from its market cap, after the company reported negative cash flow amid its AI spending. The Nasdaq fell over 1.4%.

Productivity

Simon Willison notes that Anthropic and OpenAI now offer API credits equivalent to $100/$200/$500 subscription tiers, which he says may let him ship public-facing demos since credits are already covered by existing subscriptions.