Everything AI Released in April 2026

86 releases covered live on the show — every model, product, paper and tool that mattered, with links and our analysis.

🧠 New Models 39

DeepSeek
New ModelsOpen weights

DeepSeek V4

DeepSeek V4: 1.6T MoE with CSA+HCA attention and 1M context

DeepSeek released the V4 paper and models (V4-Pro and V4-Flash on Hugging Face), a 1.6T-parameter MoE featuring CSA+HCA attention that fits 1M tokens of context in just 5.7GB of KV cache. It is possibly the first frontier model trained across multiple datacenters, and DeepSeek is offering API tokens at an 80% discount on already much cheaper pricing.

1M context window5.7GB KV cache at 1M context
IBM
New ModelsOpen weights

Granite 4.1

IBM Granite 4.1: dense non-thinking models with top tool calling

IBM released the Granite 4.1 family (3B/8B/30B), dense non-thinking models under Apache 2.0 with best-in-class tool calling, scoring 73 on BFCL with just 8B parameters. IBM claims 20x token efficiency over Qwen3.5 9B, and the models are live on W&B Inference at $0.05/$0.10 per million input/output tokens with 128K context.

Mayo Clinic
New Models

REDMOD

Mayo Clinic's REDMOD detects pancreatic cancer 3 years early

Mayo Clinic published a landmark validation study of REDMOD, an AI model that detects pancreatic cancer on routine CT scans up to 3 years before clinical diagnosis. It achieves 73% sensitivity versus 39% for human radiologists reading the same scans, and the results were published in the medical journal Gut (BMJ).

3 years earlier detection before clinical diagnosis73% REDMOD sensitivity39% radiologist sensitivity on same scans
SenseTime
New ModelsOpen weights

SenseNova U1

SenseTime open-sources SenseNova U1 unified multimodal MoE

SenseTime open-sourced SenseNova U1, a unified multimodal MoE model with 8B total and 3B active parameters that handles understanding and generation with no separate encoder or VAE. The architecture builds on a paper the team presented at ICLR last year.

8B total parameters (3B active MoE)
Alibaba (Qwen)
New ModelsOpen weights

Qwen3.6-27B

Qwen3.6-27B: dense Apache-2.0 model beats Alibaba's own 400B flagship

Alibaba shipped Qwen3.6-27B, a dense 27B-parameter model under Apache 2.0 that beats Alibaba's own 400B flagship on every major coding benchmark. Yam described it as getting Opus 4-or-5-level capability at home, and it continues the dense-beats-MoE story in open source.

27B dense Qwen3.6
Moonshot AI
New ModelsOpen weights

Kimi K2.6

Kimi K2.6: 1T MoE open-source SOTA on SWE-Bench Pro

Moonshot AI released Kimi K2.6, a 1-trillion-parameter MoE with 32B active parameters, 384 experts, MLA attention, and a 256K context window under a modified MIT license. It claims open-source state of the art on SWE-Bench Pro at 58.6, and Wolfram called it the best open-source model he has ever tested on his private wolf-bench.

1T MoE Kimi K2.6
OpenAI
New Models

OpenAI clinician model + workspace agents

OpenAI releases clinician/medical model and workspace agents

Amid its launch-heavy week, OpenAI also released a clinician/medical model alongside workspace agents. The show notes flagged the release as part of OpenAI's week of dominance, though it got only brief coverage on air.

OpenAI
New Models

GPT-5.5

GPT-5.5 and GPT-5.5 Pro drop live, SOTA across the board

OpenAI shipped GPT-5.5 and GPT-5.5 Pro mid-show, taking state of the art on Terminal-Bench 2 (82.7%, up from 75%), SWE-Bench Verified (73%), GDPval (84%) and Frontier Math (35%), beating Opus 4.7 and Gemini 3.1. It uses ~40% fewer tokens than 5.4, netting roughly 20% cheaper to run despite API pricing doubling to $5/$30 per million ($30/$180 for Pro). Peter Gostev called it the first model that genuinely sustains multi-hour long-running tasks, with one task running 8.5 hours straight; rollout was Codex-first, not yet in ChatGPT.

82.7% Terminal-Bench 28.5 hrs Longest task
OpenAI
New ModelsOpen weights

Privacy Filter

OpenAI open-sources a 1.5B privacy/PII filter that runs in the browser

OpenAI open-sourced a tiny 1.5B MoE model with only 50M active parameters under Apache 2.0, designed to identify and remove personally identifiable information in datasets. It runs fully in the browser on WebGPU via Xenova's Transformers.js, making it a natural companion for agent security stacks like Brex's CrabTrap.

StepFun
New Models

StepAudio 2.5

StepAudio 2.5 TTS adds natural-language control of emotion and delivery

StepFun released StepAudio 2.5, a text-to-speech model that lets you steer emotion and delivery with natural-language instructions. It was covered in the show's Voice & Audio segment as the week's notable speech release.

Alibaba (Qwen)
New ModelsOpen weights

Qwen 3.6-35B-A3B

Qwen 3.6-35B-A3B: Apache 2.0 MoE with 3B active hits 73.4% SWE-Verified

Alibaba Qwen open-sourced Qwen 3.6-35B-A3B under Apache 2.0 the same morning Opus 4.7 dropped: a 35B MoE with only 3B active parameters that scores 73.4% on SWE-bench Verified, rivaling models 10x its size. It is natively multimodal with 262K context extensible to 1M, and the crew called it the strongest mid-size LLM on nearly all benchmarks, putting to rest doubts about Qwen's open-source commitment after Junyang Ling's departure.

73.4% SWE-bench Verified
Anthropic
New Models

Claude Opus 4.7

Claude Opus 4.7 drops live with 87.6% SWE-bench Verified and xhigh effort

Anthropic shipped Claude Opus 4.7 minutes before the show, scoring 87.6% on SWE-bench Verified and 64.3% on SWE-bench Pro, an 11-point jump over Opus 4.6 on the harder agentic coding eval. It adds a new 'xhigh' (extra high) reasoning effort, 3x vision resolution, a +22% ScreenSpot Pro computer-use jump (57.7% to 79.5%), and a /ultrareview command in Claude Code at the same pricing, though a new tokenizer uses 1.0-1.35x more tokens. The system card mentions the unreleased 'Mythos' 331 times, and an MRCR long-context drop from 78% to 32% suggests a new pre-trained base.

87.6% SWE-bench Verified+22% ScreenSpot Pro jump
Google DeepMind
New Models

Gemini 3.1 Flash TTS

Gemini 3.1 Flash TTS tops TTS Arena at 1,211 Elo with 70+ languages

Google released Gemini 3.1 Flash TTS, which leads TTS Arena at 1,211 Elo, supports 70+ languages with inline audio tags, and costs about $0.03 per 60 seconds, roughly 5x cheaper than ElevenLabs. Kwindla noted it is fully promptable like an LLM rather than limited to fixed tags, but its ~3 second time-to-first-token makes it batch-only for now rather than usable in live conversational pipelines.

1,211 TTS Arena Elo
Jiunsong (@songjunkr)
New ModelsOpen weights

Super Gemma 4 26B Uncensored v2

Super Gemma 4 26B Uncensored v2 trends on HF with 0/100 refusals

Community fine-tuner @songjunkr released Super Gemma 4 26B Uncensored v2, which is trending on Hugging Face with 0/100 refusals and fixed tool calling. It ships in GGUF and MLX 4-bit variants for local inference.

Tencent
New ModelsOpen weights

HYWorld 2.0

Tencent HYWorld 2.0 turns a single image into editable 3D scenes

Tencent released HYWorld 2.0, which converts a single image into editable 3D Gaussian Splats and meshes that are ready for Unity, Unreal, and Isaac Sim. It is one of three single-image-to-3D-world releases this week, essentially an open-source equivalent of what Fei-Fei Li's World Labs is building.

New Models

HappyHorse-1.0

HappyHorse-1.0 takes #1 on Artificial Analysis video arena

HappyHorse-1.0, a mysterious 15B-parameter video model from Alibaba's Taotian Group, took the #1 spot on the Artificial Analysis video arena, beating Seedance 2.0, Kling 3.0, and Grok Video. Little is known about the model beyond its size and leaderboard run.

Anthropic
New Models

Claude Mythos

Anthropic unveils Claude Mythos, a frontier model 'too dangerous to release'

Anthropic announced Claude Mythos Preview under Project Glasswing, a cyber-defense frontier model it says is too dangerous to release publicly: it found zero-days in every major OS and browser and escaped its sandbox. It scores 77% on SWE-bench Pro (up from 53% on Opus 4.6) and 64% on HLE, priced at $25/$125 per M tokens and available only to ~40 partner companies. Peter Gostev's read: the real reason it's unreleased is compute shortage, not safety.

77% SWE-bench Pro$25 / $125 Per M tokens
ByteDance
New Models

Seedance 2.0

Seedance 2.0 launches in the US on Replicate

ByteDance's Seedance 2.0 video model became available stateside via Replicate, supporting up to 9 reference images, 3 videos, and 3 audio files per cinematic generation. Peter Gostev confirmed it sits ~80 ELO points above the next video model on Arena, a massive gap in a leaderboard where models usually cluster within 10 points.

New Models

Muse Spark

Meta launches Muse Spark, first model from Meta Superintelligence Labs

Meta dropped Muse Spark mid-show, the debut model from Meta Superintelligence Labs. It features natively multimodal reasoning, a multi-agent Contemplating mode, and deep health/visual capabilities. Simon Willison's deep dive uncovered 16 hidden tools, including visual grounding and sub-agents, inside the meta.ai chat UI.

Nous Research
New ModelsOpen weights

Hermes 27B

Nous Research ships Hermes 27B, paired with the Hermes harness

Nisten's pick of the week: Hermes 27B, an open model trained specifically to be paired with the Hermes harness and allegedly distilled from the Opus API. Model and harness ship together as a portable unit, a notable take on the harness-engineering trend Swyx discussed.

OpenAI
New Models

GPT-Image-2

OpenAI's GPT-Image-2 leaks on LM Arena under three codenames

OpenAI's GPT-Image-2 posted the biggest single jump ever recorded on Arena, sitting 200+ ELO points above the previous top image model even on medium reasoning. The thinking/reasoning image model generates functioning QR codes, pixel-perfect infographics, 4K output, multi-image character consistency, and equirectangular 360-degree images that Peter Gostev stitched into a walkable street-view reconstruction of ancient Babylon. It even produces screenshots of IDEs containing SVG code that actually renders, enabling a new design-then-implement meta with Codex.

Z.ai (Zhipu AI)
New ModelsOpen weights

GLM-5.1

GLM-5.1 takes #1 open-source spot on SWE-Bench Pro at 58.4%

Z.ai released GLM-5.1, now the #1 open-source model on SWE-Bench Pro at 58.4%. It can run autonomously for 8 hours with 1,700+ agent steps, and is already live on W&B Inference. Open weights are up on Hugging Face alongside an arXiv paper.

Google DeepMind
New ModelsOpen weights

Gemma 4

Google releases Gemma 4 open-weights family under Apache 2.0

Google DeepMind's Gemma 4 launch crossed 10M+ downloads with over 1,000 Gemma-4-based fine-tunes on Hugging Face; the Gemma family totals 500M+ downloads. Omar Sanseviero says Gemma is the foundation for the next generation of Gemini Nano shipping on Pixel and Samsung, with the AI Edge gallery letting people run it locally on Android and iOS. It punched above its size on Arena's Pareto curve and is now live on W&B Inference.

Google DeepMind
New Models

Veo 3.1 Lite

Google launches Veo 3.1 Lite at $0.05/sec, cheapest video gen yet

Google released Veo 3.1 Lite, a lighter video generation tier priced at $0.05 per second at 720p, the cheapest video generation offering yet, with further price cuts announced for April 7. The panel framed it as a practical quality-versus-latency tradeoff tier for creator workflows.

Microsoft
New Models

MAI-Voice-1

Microsoft MAI debuts MAI-Voice-1 expressive voice model

MAI-Voice-1 is Microsoft's expressive voice model, the third piece of the MAI in-house model drop alongside transcription and image generation. The panel discussed how Microsoft's first-party voice stack compares to specialist voice providers.

PrismML
New ModelsOpen weights

Bonsai

PrismML releases Bonsai 1-bit models, an 8B model in 1.15 GB

PrismML released Bonsai, a family of 1-bit quantized open models fitting an 8B model into 1.15 GB and claiming 10x intelligence density, built on decades of compression research. The panel discussed one-bit quantization as a cost/performance lever for cheap local inference.

🚀 Products & Apps 11

ElevenLabs
Products & Apps

ElevenMusic

ElevenLabs launches ElevenMusic platform with 4,000+ indie artists

ElevenLabs launched ElevenMusic, a full music platform with discovery, remixing, and royalties, debuting with over 4,000 indie artists. Alex closed the show with an ElevenMusic-generated slow, dreamy indie rock track with reverse vocals.

Pangram Labs
Products & Apps

Pangram Chrome extension

Pangram Labs Chrome extension flags AI content in real time

Pangram Labs launched a Chrome extension that auto-flags AI-generated content in real time on X, LinkedIn, Reddit, Substack, and Medium, claiming 99.98% accuracy with a 1-in-10,000 false positive rate. Co-founder Max Spero demoed it live on the show; Taylor Lorenz also used the Pangram API to find many top-25 Substack bestsellers are near-fully AI-generated.

Anthropic
Products & Apps

Claude Design

Anthropic ships Claude Design research preview, Figma stock drops 7%

Anthropic released Claude Design as a research preview running on Opus 4.7 at claude.ai/design, and Figma stock dropped 7% on the news. Alex generated a full ThursdAI brand kit including logo, design tokens, and the episode opener videos end-to-end inside Claude Design, then had Codex pick up the kit and produce a GPT-5.5 launch video in 9 minutes. Anthropic also added a new usage meter to Claude Max settings.

Anthropic
Products & Apps

Claude Desktop app

Claude Desktop app rewritten from scratch

Anthropic shipped a completely new Claude Desktop app, rewritten from scratch. It was a quick TL;DR mention this week alongside the Opus 4.7 launch and Claude Code Routines.

Daily (Pipecat)
Products & AppsOpen weights

Gradient Bang

Gradient Bang: first massively multiplayer fully LLM-driven voice game

Kwindla Kramer's 'side project that broke containment' is a fully LLM-driven multiplayer voice-based space game inspired by BBS-era Trade Wars, built on a new Pipecat Sub-Agents library with a class-based event bus that works locally and over the network. A Deepgram plus GPT-4.1 voice agent always responds in under 1.5 seconds while GPT-5.2 medium-thinking task agents do the work, and the React frontend is rendered from LLM-generated JSON as dynamic UI. The team also open-sourced GB Benchmarks for evaluating agent task execution.

Windsurf
Products & Apps

Windsurf 2.0

Windsurf 2.0 ships Agent Command Center and full Devin integration

Cognition launched Windsurf 2.0, the first big post-acquisition release, headlined by the Agent Command Center, a Kanban-board mission control for managing dozens of agents at once. It adds Spaces for switching context between parallel tasks and integrates Devin directly inside Windsurf, so you can plan locally with a Socratic-method agent and hand off to Devin in the cloud for end-to-end execution. Theodor Marcu said internal Cognition usage doubled after launching Managed and Scheduled Devins.

Anthropic
Products & Apps

Managed Agents

Anthropic ships Managed Agents, a fully hosted agent runtime

Anthropic launched Managed Agents, a fully hosted agent runtime plus infrastructure offering. The framing on the show: Anthropic is moving to selling outcomes, not tokens.

Cursor
Products & Apps

Cursor 3

Cursor 3 ships as agent-first rebuild, dropping the VS Code fork

Cursor released Cursor 3, a ground-up agent-first rebuild that is no longer a VS Code fork and supports parallel cloud and local agents. It marks a major repositioning of the editor around agentic workflows rather than traditional IDE editing.

✨ Major Features & Updates 13

HeyGen
Major Features & Updates

HyperFrames + Claude Design integration

HeyGen HyperFrames integrates natively with Claude Design

HeyGen's HyperFrames now integrates natively with Claude Design, enabling HTML-to-MP4 motion graphics from a single CLI command. The integration brings programmatic video composition into the Claude Design workflow.

xAI
Major Features & Updates

Grok Imagine

Grok Imagine update: better lip sync, sound, 30s video extensions

xAI shipped a Grok Imagine update with dramatically improved lip sync and sound. It also adds 30-second video extensions.

OpenAI
Major Features & Updates

Codex Computer Use + Chronicle

Codex gets background computer use on macOS plus Chronicle screen memory

Codex shipped true background computer use on macOS: a second cursor running on its own thread that works while you work, with subagents controlling different windows in parallel, building on OpenAI's Software Apps Inc. (ex-Apple Shortcuts team) acquisition. Chronicle adds total screen memory by taking a screenshot every 10 seconds and feeding it into Codex context, so you can ask what you were doing an hour ago. Codex also passed 4 million users this week.

Weights & Biases
Major Features & Updates

W&B LEET Workspace Mode

W&B LEET TUI ships workspace mode with multi-run compare and GPU metrics

Weights & Biases shipped workspace mode for LEET, its terminal UI for experiment tracking. The update brings multi-run comparisons, live GPU metrics, and images rendered directly in the terminal.

Anthropic
Major Features & Updates

Claude Code Routines

Claude Code Routines: cron and event-triggered agents on Anthropic's cloud

Anthropic launched Claude Code Routines, autonomous agents that run on Anthropic's cloud and can be triggered by cron schedules, GitHub events, or API calls. It moves Claude Code from an interactive CLI toward standing, self-scheduling automation infrastructure.

OpenAI
Major Features & Updates

Codex

OpenAI Codex adds macOS background computer use, 90+ plugins, and memory

OpenAI dropped a massive Codex update mid-show: native macOS computer use that runs in the background with its own separate cursor so you can keep working, 90+ plugins, gpt-image-1.5 image generation and editing, an in-app browser, a memory preview that 'learns from experience', proactive work suggestions, multi-terminal SSH into dev boxes, and thread automations. Alex's hot take: Codex, not ChatGPT, is becoming OpenAI's super-app.

Warp
Major Features & Updates

Warp any-CLI-agent support

Warp now supports any CLI agent with vertical tabs and mobile control

Warp shipped support for running any CLI coding agent inside its terminal, adding vertical tabs for parallel agent sessions, notifications, built-in code review, and mobile remote control of running agents. It positions Warp as a harness-agnostic cockpit in the increasingly crowded agent-management race.

Cursor
Major Features & Updates

Cursor remote agents & code review agent

Cursor ships remote agents and a code review agent

Cursor launched remote agents plus a code review agent that the company says catches 78% of issues before merge. Mentioned in the week's tools and agentic-engineering roundup.

OpenAI
Major Features & Updates

Codex plugins & Guardian Approvals

Codex hits 3M WAU with plugins, sub-agents and Guardian Approvals

OpenAI's Codex reached 3M weekly active users, up from 2M last month, as VB from the Codex team walked through what's behind it: plugins that bundle skills plus MCP servers (Stripe, Supabase, shadcn), sub-agents that decompose tasks into parallel Codex agents, and experimental hooks. New Guardian Approvals spins up a sub-agent that risk-classifies every tool call, auto-approving low/medium risk and escalating only the dangerous ones.

3M Codex weekly active users
Weights & Biases
Major Features & Updates

W&B Automations

W&B Automations launch: event triggers from training runs

Weights & Biases shipped Automations, event-triggered actions that pipe signals from your training runs into notifications (Slack), GitHub Actions, and deployments, pairing nicely with the new W&B iOS app. In the same Buzz segment: GLM-5.1 and Gemma 4 both went live on W&B Inference.

🔌 APIs & Platforms 2

🛠️ Dev Tools 10

Cursor
Dev Tools

Cursor SDK

Cursor launches SDK exposing the runtime that powers the IDE

Cursor launched an SDK that exposes the same runtime, harness, and models that power the Cursor IDE, making the Cursor agent embeddable in any product. The Cursor Agent + GPT-5.5 combo also topped WolfBench's Terminal-Bench 2.0 leaderboard this week.

Stripe
Dev Tools

Projects.dev

Stripe opens Projects.dev: 32 infra providers provisionable by agents

Stripe removed the waitlist on Projects.dev, which lets AI agents provision infrastructure from 32 providers (Cloudflare, WorkOS, ElevenLabs, Twilio, Daytona, Browserbase, AgentMail and more) via CLI. It is part of Stripe's push into agent engineering announced around Sessions 2026.

Brex
Dev ToolsOpen weights

CrabTrap

Brex open-sources CrabTrap, an LLM-as-judge proxy for agent security

Brex's CEO pair-programmed with Codex and open-sourced CrabTrap, an LLM-as-judge HTTP proxy that intercepts outbound agent requests and blocks risky activity using natural-language rule definitions. Wolfram changed his pick of the week to it on the spot, and the panel framed it as the enterprise fix for situations like OpenClaw being banned at CoreWeave.

Marimo
Dev ToolsOpen weights

Marimo Pair

Marimo Pair drops coding agents inside reactive Python notebooks

Marimo released Marimo Pair, which embeds Claude Code, Codex, or OpenCode agents directly inside its reactive, dependency-graph-aware Python notebooks. Founding engineer Trevor Manz joined the show to explain why reactive notebooks are a natural verification surface for agent-written code; the launch trended on Hacker News this week and was featured as part of This Week's Buzz (Marimo is in the CoreWeave family).

Dev ToolsOpen weights

MemPalace

MemPalace open-source AI memory system goes viral with 26K stars

MemPalace, the open-source AI memory system from Milla Jovovich and Ben Sigman, went viral with 26K GitHub stars in 2 days and claimed top memory-benchmark scores. The team then transparently walked back the overstated benchmark claims in a public correction thread, which the show called a refreshingly honest arc.

OpenClaw
Dev ToolsOpen weights

OpenClaw 2026.4.5

OpenClaw 2026.4.5 ships /dreaming memory consolidation

OpenClaw's biggest release since 4.0: /dreaming goes GA with Light/Deep/REM memory consolidation phases that defrag agent memory into a human-readable Dream Diary (DREAMS.md). The release also adds built-in video and music generation across 4 backends, GPT-5.4 as the new default model, prompt-cache reuse improvements, and Control UI plus docs in 12 new languages. Maintainer Vincent Koc says the ~1.5M-line codebase was refactored into a plugin architecture in nine days.

1.5M lines OpenClaw codebase
Dev ToolsOpen weights

claw-code

Claw-code clean-room rewrite becomes fastest repo to 100K GitHub stars

After Claude Code's source leaked via npm, Sigrid Jin and Bellman published claw-code, a clean-room rewrite that became the fastest GitHub repo to pass 100K stars, hitting the mark in roughly 24 hours. Sigrid joined the show to separate the verifiable implementation details from the social-media exaggeration around the leak.

100K+ GitHub stars in 24h

📄 Papers & Research 3

OpenAI
Papers & Research

Where the Goblins Came From (blog post)

OpenAI publishes postmortem on GPT-5.5's 'goblin mode'

OpenAI published a research blog explaining GPT-5.5's 'goblin mode': reward amplification during RL training created an obsession with creature metaphors, which led to duplicated suppression instructions in the Codex system prompt. The leaked GPT-5.5 Codex system prompt (272K context, four reasoning levels, three personality modes) confirmed the duplicated anti-goblin instruction.

📦 Datasets 1

DatasetsOpen weights

Arena historical leaderboard & prompt datasets

Arena releases 3 years of leaderboard data and prompts on Hugging Face

Arena (formerly LMArena) released three years of historical leaderboard data plus the actual user prompts as datasets on Hugging Face. Peter Gostev, who previously scraped the site by hand into Google Sheets for his charts, now builds his Compute Wars and model-trend analyses straight from the data.

📊 Benchmarks & Evals 2

Microsoft
Benchmarks & Evals

DELEGATE-52

Microsoft's DELEGATE-52 exposes stealthy document corruption

Microsoft released the DELEGATE-52 benchmark showing GPT-5.4 loses 28% of document content after 20 iterative edits. Frontier models corrupt documents stealthily while preserving structure, making the degradation hard to notice.

Benchmarks & Evals

WolfBench

WolfBench results show Hermes Agent beating Claude Code and OpenClaw

Wolfram published new WolfBench agent-harness results showing Hermes Agent outperforming Claude Code and OpenClaw on Terminal Bench 2.0 across most model combinations. The panel dissected the findings and stressed reproducible eval setup and fair harness configuration.

💰 Funding 2

Allbirds (NewBird AI)
Funding

NewBird AI pivot

Allbirds rebrands as NewBird AI, raises $50M to buy GPUs, stock up 600%+

Shoe company Allbirds, down 99.5% from its peak, rebranded as 'NewBird AI' and raised $50M with the stated plan of buying GPUs, sending the stock up 600-800%. The crew filed it under the stupidest pivot of 2026, with Yam summarizing the business model as 'the more you buy, the more you save.'

OpenAI
Funding

$122B funding round

OpenAI closes $122B funding round at $852B valuation

OpenAI closed a reported $122 billion funding round, described as the largest in history, at an $852B valuation with an IPO said to be incoming. The panel discussed what that scale of capital implies for AI infrastructure spending, product velocity, and competitive pressure across the market.

$122B OpenAI funding round

🤝 Acquisitions 2

xAI
Acquisitions

Cursor acquisition deal

SpaceX/xAI and Cursor strike $10B collab with $60B acquisition clause

Cursor and SpaceX/xAI announced a deal structured as a $10B collaboration with a $60B acquisition clause. The panel discussed it in the week-in-review as one of the biggest industry moves of the week.

OpenAI
Acquisitions

TBPN

OpenAI acquires live tech media show TBPN

OpenAI acquired TBPN, the live tech media show, for a rumored price in the low hundreds of millions. The move signals OpenAI pushing into owned media and distribution alongside its record fundraise.

🌀 Also Released 1

CoreWeave
Also Released

Anthropic, Meta & Jane Street deals

CoreWeave signs Anthropic, Meta ($21B), and Jane Street ($6B + $1B)

CoreWeave announced a multibillion-dollar deal with Anthropic, a $21B expansion with Meta (taking the relationship past $35B total), and a Jane Street deal worth $6B in cloud plus $1B in equity. CoreWeave now serves 9 of the top 10 AI labs, cementing its position as the neocloud backbone of frontier AI.