Goldman Sachs is a person tracked in our intelligence system with 5 linked articles.
Cognition raises $1B at a $25B pre-money, signaling strong investor conviction and enterprise traction for its Devin AI coding agent, with $492M ARR and notable customers, just eight months after a $10.2B post-money round.
Cloudflare will cut about 1,100 jobs (~20% of its workforce), take $140–$150 million in charges in Q2, and guides Q2 revenue near consensus as it restructures around AI tools; stock fell about 19% after hours.
OpenAI’s secondary-market liquidity has collapsed as investors pivot to Anthropic, which is bid and valued at roughly $600B, while OpenAI's fundraising and towering valuations, plus regulatory tensions with the Pentagon and a security slip, define a shifting AI investment landscape.
Anthropic will charge extra for OpenClaw usage via a pay-as-you-go option, effectively tightening usage economics for Claude Code subscribers and signaling a broader shift in the OpenAI/Anthropic/OpenClaw ecosystem amid volatile private-market dynamics and SpaceX’s looming IPO.
Cybersecurity veteran Mikko Hyppönen pivots to anti-drone tech at Sensofusion, while private markets of Anthropic/OpenAI/SpaceX reveal huge liquidity and looming IPOs that could reshape valuations.
Anthropic is hot in private markets with buyers ready to deploy billions, OpenAI trades at a steep secondary discount, and SpaceX’s imminent mega-IPO could siphon liquidity and redefine valuations for AI names.
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