Funding, valuations, earnings, and where capital is flowing across the AI stack.
Breaking AI
Ox Alpha appeared on OpenRouter on 20 August 2026 under the provider name Stealth, with a million-token context and zero pricing. Unsourced claims about who built it are…
· 4 min read
Breaking AI
DeepSeek warned on 6 August that prices would rise significantly. They did, at 16:00 UTC on 16 August, under a new peak and off-peak structure. The floor under…
· 3 min read
Breaking AI
Sonnet 5 was to rise 50 percent on 1 September. On 10 August 2026 Anthropic made the introductory price permanent. The watchlist resolves NO — and the direction…
· 3 min read
Company Signals
A direct search of SEC EDGAR returns no OpenAI operating company as a registrant. What exists is a confidential draft submission from 8 June 2026, and the September…
· 7 min read
Company Signals
Anthropic told investors in May it expected a first operating profit of 559 million dollars on 10.9 billion dollars of Q2 revenue. In August the reported revenue came…
· 5 min read
Industry
OpenAI cut GPT-5.6 Luna by 80 percent on 30 July. Grok 4.5 claims to use a quarter of the tokens of its rivals. DeepSeek charges a fiftieth of…
· 4 min read
Breaking AI
The price move makes capable tool-using models more practical for high-volume background work and multi-step agent systems.
· 1 min read