☕ Anthropic dropped multi-agent AI, OpenAI fired back with agentic coding model & AWS reported $35.6B in Q4 2025 revenue.
Meta's internal memo signals AI comeback after rocky year & More.
Breaking News
Anthropic has released Opus 4.6, introducing “agent teams” that let multiple AI agents work on large tasks in parallel rather than sequentially. The update expands Claude’s context window to 1 million tokens and adds deep workflow integrations like a live Claude side panel inside PowerPoint, signaling Anthropic’s push to position Opus not just as a coding model, but as a full productivity engine for knowledge workers across product, finance, and operations.
Minutes later, OpenAI fired back with GPT-5.3 Codex, a new agentic coding model designed to handle end-to-end developer workflows over long time horizons. OpenAI claims the model is 25% faster than GPT-5.2, capable of building and debugging complex applications over days, and notably helped evaluate and debug earlier versions of itself—turning the release into a closely watched timing showdown that underscored how intense the frontier AI arms race has become.
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STARTUPS RAISING MILLIONS
💰 Startup Funding Updates
PRE-SEED
Naoma, a San Francisco, CA-based developer of an AI video sales agent, raised $440k in pre-seed funding. The round was led by ULTRA VC, with participation from Sparkle Ventures and several angel investors.
SEED
Feltsense, a San Francisco, CA-based AI agent services company, raised $5.1M in Seed funding. The round was led by Draper Associates, with participation from Precursor Ventures, Liquid2 Ventures, Matt Schlicht (creator of Moltbook), Jager McConnell (founder of Crunchbase), and Peter Green (founder of Republic).
SENAI, a Washington, DC-based provider of an online video intelligence platform, raised $6.2M in Seed funding. The round was led by 10D Ventures, with participation from FS Ventures, 1948 Ventures, and global investors, such as Jonathan Kolber.
Nullify, a San Francisco, CA-based provider of an AI workforce for product security, raised $12.5M in Seed funding. The round was led by SYN Ventures with participation from existing investor Black Nova Venture Capital.
Flock AI, a NYC-based provider of an AI-native visual commerce platform, raised $6M in Seed funding. The round was led by Work-Bench, with participation from January Ventures, Red Bike Capital, Outlander VC, AI Furnace, and strategic angels.
Advance, a NYC-based provider of a financial platform for insurance, raised $8.55M in Seed funding. The round was led by nvp Capital, with participation from Crystal Ventures, Vesey Ventures, and Mensch Capital, alongside strategic angels including Assaf Wand, former CEO and founder of Hippo Insurance.
talentguide, a Ghent, Belgium-based HR-tech company, raised €1.3M in funding. Backers included NXT II, Travvant (Partena Professional), Miles Ahead Capital, imec.istart, the founders, Ewout Meyns, Koen Handekyn, and Jan Delaere.
GROWTH
NuVision Biotherapies, a Nottingham, UK-based tissue-therapy company developing solutions for eye conditions, raised a further £4.8M in funding. The round was led by Midlands Engine Investment Fund II through its appointed fund manager Mercia Ventures, and included the University of Nottingham and Pioneer Group.
Lawhive, a London, UK-based legaltech company developing an AI-native law platform, raised $60M in Series B funding. The round was led by Mitch Rales, co-founder of Danaher Corporation, with participation from TQ Ventures, GV, Balderton Capital, Jigsaw, Anton Levy and LTS.
Alinea, a NYC-based provider of an AI-powered wealth management platform, raised $22.5M in user acquisition (UA) funding from PvX Partners.
Vexlum, a Tampere, Finland-based manufacturer of advanced semiconductor lasers for high-impact applications, raised EUR 10M in funding. The round consisted of EUR 6M in equity led by Kvanted, with participation from Tesi and the EIC Fund, alongside a EUR 2.4M grant from the EIC Accelerator and a EUR 1.6M loan from Nordea.
Willie’s Remedy+, an Austin, TX-based provider of THC-infused social tonics, raised $15M in Series A funding. The round was led by Left Lane Capital, with participation from Second Sight Ventures.
Fundamental, a San Francisco, CA-based AI company building Large Tabular Models to drive predictions from enterprise data, raised $255M in Series A funding. The round was led by Oak HC/FT, with participation from Valor Equity Partners, Battery Ventures, Salesforce Ventures, Hetz Ventures, and notable angel investors.
Connect Music, a Memphis, TN-based music rights and technology company, raised $80M in funding. The round was led by Rockmont Partners and Variant Investments.
Goodfire, a San Francisco, CA-based developer of interpretability tools for AI models, raised $150M in Series B funding. The round was led by B Capital, with participation from existing and new investors including Menlo Ventures, Lightspeed Venture Partners, DFJ Growth, Salesforce Ventures, Eric Schmidt, and others.
Duna, an Amsterdam- and Berlin-based company developing an AI-native business identity platform, raised €30M in Series A funding. The round was led by CapitalG with participation from existing investors Index Ventures, Puzzle Ventures, and Frank Slootman.
Turnstile, a San Francisco, CA-based provider of a quote-to-cash platform for sales-led startups, raised $29M in funding. Backers included First Round, OMERS Ventures, Illuminate Financial, and angel investors.
Accrual, a San Francisco, CA-based provider of an AI-native accounting platform, raised $75M in funding. The round was led by General Catalyst, with participation from Pruven Capital, Edward Jones Ventures, and others.
Morpheus Space, a Dresden, Germany-based manufacturer of advanced electric propulsion systems for in-space mobility, received a $15M investment. The round was led by Alpine Space Ventures and the European Investment Fund, with participation from Lavrock Ventures, Vsquared Ventures, and others.
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NEW VCs IN THE MARKET
🏦 Venture Capital Updates
Kembara, a Madrid-based deep tech and climate-focused fund under Mundi Ventures, has raised €750M in its first close led by the European Investment Fund. With backing from GPs like Yann de Vries and Javier Santiso, the fund plans to support Series B and C stage European startups with €15M–€40M initial checks. Its broader goal: turn underfunded EU spinouts into global industrial champions, with support for non-dilutive financing and defense tech to bolster European sovereignty.
KEY STORIES IN TECH
📜 Latest In Tech
Anthropic releases Opus 4.6 with new ‘agent teams’
Anthropic has released Opus 4.6, the latest version of its most advanced model, introducing “agent teams” that allow multiple agents to split and work on large tasks in parallel instead of sequentially.
The new model expands its context window to 1 million tokens, enabling work on larger codebases and documents, and integrates Claude directly into PowerPoint as a live side panel for in-place editing and iteration.
With these upgrades, Anthropic is positioning Opus as a broader productivity engine beyond developers, seeing increased adoption from product managers, financial analysts, and other knowledge workers using Claude and Claude Code.
OpenAI launches new agentic coding model minutes after Anthropic drops its own
OpenAI released GPT-5.3 Codex, a new model designed to supercharge its agentic coding tool Codex, claiming it can go far beyond writing and reviewing code to handling most computer-based developer workflows.
The company says GPT-5.3 Codex is 25% faster than GPT-5.2 and capable of building complex games and apps from scratch over days, with OpenAI noting it was also the first model that helped debug and evaluate earlier versions of itself.
The launch came just minutes after rival Anthropic unveiled its own agentic coding model, following a closely watched release-time showdown where Anthropic moved its announcement up by 15 minutes to beat OpenAI to market.
AWS revenue continues to soar as cloud demand remains high
Amazon Web Services reported $35.6B in Q4 2025 revenue, up 24% year over year, marking its fastest growth rate in over three years and taking its annual run rate to $142B.
Operating income rose to $12.5B from $10.6B a year earlier, with growth driven by new deals with Salesforce, BlackRock, Perplexity, and the U.S. Air Force, alongside rising enterprise cloud migrations and AI workloads.
Despite AWS accounting for 16.6% of Amazon’s $213.4B quarterly revenue, shares fell 10% after hours as investors reacted to higher capital spending plans and weaker-than-expected EPS.
Elon Musk is getting serious about orbital data centers
Elon Musk is pushing forward on the idea of orbital AI data centers after SpaceX filed plans with the Federal Communications Commission for a million-satellite data center network, a proposal that has now formally entered the public comment phase.
The timing aligns with the recent merger of SpaceX and xAI, signaling a combined space-and-AI infrastructure strategy where large-scale computing could eventually move off Earth and into orbit.
Musk argues that solar power efficiency in space could make orbital data centers economically compelling by 2028, though critics point out unresolved challenges around cost, maintenance, and hardware failures — questions that will loom large as the SpaceX–xAI group heads toward a potential IPO.
Meta's internal memo signals AI comeback after rocky year
An internal memo reveals that Meta has completed pretraining on its new AI model codenamed “Avocado,” marking a potential recovery after the company’s troubled 2025 with its Llama 4 release.
Avocado beats the best freely available base models and competes with leading fully trained models in knowledge, visual perception, and multilingual performance, despite not yet going through post-training.
The new model is ten times more efficient than Maverick and a hundred times more efficient than Behemoth, with Meta planning capital spending of $115 to $135 billion for 2026.
LAST COFFEE SIP
☕ Other News
Reddit looks to AI search as its next big opportunity
Reddit says AI-powered search could become a major growth and revenue driver, with leadership arguing generative search works better for open-ended questions that need multiple human perspectives.
Weekly active users for Reddit search grew 30% over the past year (60M → 80M), while its AI feature Reddit Answers jumped from 1M to 15M weekly users by Q4 2025, showing strong early pull.
CEO Steve Huffman said Reddit plans to merge traditional and AI search, personalize the experience for all users starting in 2026, and eventually monetize search as it becomes a primary destination for answers, not just links.
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