DeepSeek

Chinese AI lab known for cost-efficient open large language models.

Issue #130: Anthropic Lost $80.7bn in Six Months. Most of It Was on Paper.

Anthropic's draft prospectus shows $16.3bn of revenue and $450bn of cloud contracts it cannot cancel.

DeepSeek

+30

Issue #127: Firmus Wanted $30.6B for 46MW. The Market Said No.

Australia's biggest float in years asked public buyers for nearly three times the last private price. They said no.

Firmus

+36

Issue #119: NVIDIA and Wall Street give birth to a new asset class

But don't call it vendor financing.

Apollo

+27

Issue #118: A Two-Year-Old With Nothing to Sell Just Raised $312M

At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.

DeepSeek

+27

Issue #116: NVIDIA now owns a big slice of Nebius

9.3%. No press release. Locked up until September.

Tata

+26

Issue #115: Anthropic and OpenAI have a serious problem

The frontier model race is opening up

Apollo

+26

Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?

Built to compete. Now for rent.

Together AI

+29

Issue #111: Feds Save xAI, Block Anthropic

Two federal statutes. One set aside. One enforced.

z.ai

+12

Issue #103: SpaceX Options Coding Platform Distilled from Chinese Model the White House Accused China of Stealing for $60B, Anthropic Hits $30B Revenue, & 3 Frontier Models Ship

Distillation is apparently theft when China does it to American models and a $60 billion acquisition target when an American company does it to Chinese ones.

DeepSeek

+12

Issue #77: OpenAI's 'Code Red', HSBC Signs with Mistral, Carbon3.ai's 'Private AI Lab', & Much More

Feat. OpenAI, HSBC, Mistral, Carbon3.ai, DeepSeek, Micron, AWS, Deutsche Telekom, and Schwarz Group

Mistral

Issue #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

Feat. Nvidia, Humain, CoreWeave, Nebius, Northern Data, DeepSeek, AMD, Alibaba, Microsoft, and Blue Owl Capital

DeepSeek

Issue #15: Jail Time for DeepSeek, Deep Research, & Housework Robots

Feat. Josh Hawley, DeepSeek, SSI, CoreWeave, OpenAI, HuggingFace, Cerebras, UAE, and Meta

DeepSeek

Issue #13: DeepSeek, HPE & Juniper vs. The DOJ, & 20GW of Natural Gas

Feat. DeepSeek, The DOJ, HPE, Juniper Networks, Lambda, Pegatron, Alibaba, ASML, and Meta

DeepSeek

Issue #11: A Stargate, Abilene, Earthquakes, & AI-Developed Drugs

Feat. OpenAI, Google, Anthropic, Crusoe, DeepSeek, TSMC, DC01UK, and Isomorphic Labs

DeepSeek