Report: Anthropic valuation shoots up to $350 billion

A flurry of deals is driving valuations of AI startups through the roof.

This week’s huge, if circular, $30 billion deal between Nvidia, Microsoft, and Anthropic adds some rocket fuel to the AI startup’s valuation.

CNBC reports that the additional $5 billion investment from Microsoft and Nvidia’s $10 billion investment places Anthropic’s valuation “in the $350 billion range.” That’s more than OpenAI’s valuation back in March of this year — No. 2 is gunning for the top spot.

Another notable AI startup is former OpenAI exec Mira Murati’s Thinking Machines. Last week, Bloomberg reported that sources close to the company said it’s currently “eyeing” a $50 billion valuation.

It’s hard to nail down figures from private companies, so other than company announcements, we have to rely on media reports for a lot of the numbers.

Rani Molla1h

Tesla gets approval for autonomous ride hailing in Arizona with a safety monitor

Tesla has received permission from the Arizona Department of Transportation to operate an autonomous ride-hailing service with a safety monitor in the state. On its last earnings call, Tesla said it planned to expand its robotaxi service to 8-10 markets by the end of this year.

Currently Tesla operates the service autonomously in Austin with a safety monitor in the passenger’s seat, and in the Bay Area with a driver using supervised full-self driving tech. Google’sWaymo operates a fully autonomous ride-hailing service in both those markets.

Tesla Gets Approval for Autonomous Rideshare Service in Arizona

Rani Molla4h

Meta’s AI video feed, Vibes, which launched in late September as part of the Meta AI app, has 2 million daily active users, Business Insiders reports, citing internal data. That’s more than OpenAI’s Sora, which launched around the same time but only recently — and perhaps temporarily — became available to the public without an invite. It had about 673,000 daily active users in November, according to Similarweb.

Still, for Meta, 2 million isn’t much for a product that’s integrated with Facebook and Instagram. Threads, another app Meta users are pushed to from its larger properties, for example, recently surpassed 150 million daily active users. In its last earnings report, Meta said it had 3.5 billion daily users across Facebook, Instagram, Messenger, and WhatsApp.

Rani Molla

Manifest Destiny

Google’s Waymo to open to public in five new US cities in 2026

Waymo is aiming to pull further ahead of Tesla, which currently has service in only two markets.

Jon Keegan

Google releases Gemini 3 AI model

The major update to Google’s flagship model features better reasoning, multistep agentic tasks, and stronger “vibe coding.”

Jon Keegan8h

Intuit strikes $100 million partnership with OpenAI

We are starting to see the appification of ChatGPT.

Last month, OpenAI announced its refreshed vision for app integration within ChatGPT, announcing deals with Spotify, Zillow, and Figma to allow those companies’ customers to use the apps right within the chatbot.

Today, Intuit is joining the lineup, bringing its products into ChatGPT. TurboxTax, QuickBooks, Credit Karma, and Mailchimp will come to ChatGPT as part of a $100 million multiyear partnership between Intuit and OpenAI.

Intuit will expand the use of OpenAI’s tools internally, while still using its own proprietary models.

OpenAI, Intuit Strike Strategic Partnership