The deep feed on AI.
Two cadences, one beat. The Feed for what just happened. Deep Research for why it matters. Every post links its primary source. No engagement bait.
Anthropic's $900B valuation: $40B revenue, $175B in commitments, and negative unit economics
- Anthropic received multiple offers to raise $50B at $850B-$900B valuation, surpassing OpenAI's $852B.
- Revenue jumped from $9B annualized at end of 2025 to $30B by April 2026, now reportedly near $40B run rate.
- Google committed up to $40B, Amazon up to $25B, tied to milestones; Anthropic committed $100B to AWS over 10 years.
- Enterprise contracts—1,000+ customers at $1M+ annually—drive 80% of revenue, with Claude Code alone generating $2.5B.
The Feed
- Business
Anthropic weighs $50B raise at $900B valuation — more than double its February round
The Claude maker has received multiple preemptive offers in the $850B–$900B range and is expected to decide at a May board meeting, per sources.
- Research
OpenAI traces goblin quirk in GPT-5 models to personality training feedback loop
A post-mortem reveals how reward signals for the "Nerdy" personality caused GPT-5.1 through 5.5 to overuse creature metaphors, and how the behavior spread through training data.
- Products
Welcome to The Deep Feed
A new continuously-updated publication on AI — models, agents, products, business, research, and the people building it all.
- Policy
Google expands Pentagon AI access after Anthropic refuses classified networks
Google has granted the U.S. Department of Defense expanded access to its AI for classified workloads after Anthropic declined the same scope of access.
- Business
David Silver's Ineffable Intelligence raises $1.1B seed at $5.1B valuation
The DeepMind veteran behind AlphaGo lands Europe's largest-ever seed round to build AI that learns without human data. Sequoia and Lightspeed lead; Nvidia and the UK government participate.
- Products
Google unveils Gemini Enterprise Agent Platform at Cloud Next '26
A rebranded and expanded Vertex AI lets businesses build, test, and deploy autonomous agents that execute workflows across Google Cloud and Workspace via natural language.
- Models
OpenAI ships GPT-5.5 — first fully retrained base model since GPT-4.5
Codenamed "Spud," GPT-5.5 targets agentic coding and computer use, matches GPT-5.4 latency, and lands the same day API access opens for paying customers.
- Business
VAST Data hits $30B valuation as AI infra stack reshuffles
The "AI Operating System" company closes a new round at $30B, citing rare combination of growth and profitability — and a central role in powering frontier-lab infrastructure.
- Agents
Google ships Deep Research Max — agentic research with native MCP
Built on Gemini 3.1 Pro, Google's new research agents add MCP support, native data visualizations, and multi-source long-horizon workflows.
- Models
Anthropic releases Claude Opus 4.7 — the SWE benchmark just moved
Opus 4.7 brings notable gains on the hardest software engineering tasks, with users reporting confident hand-off of work that previously required close supervision.