Micro1 Topped Google's $10 Million Bid for Spirit Airlines' Emails. The Sale Is on Hold.
The sale covers 500 million internal messages. The flight attendants' union says it involves members' private data.
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Model Labs
OpenAI Buys Pierre Computer, Whose Git Tools Already Run Inside Codex
Its staff barely reaches double digits, and Code.Storage folds into Codex. The price wasn't disclosed.
Moonshot's Kimi Takes 61% of Enterprise Open-Source AI Spending. Meta's Llama Has 7%.
Chinese models hold 89% in all, Menlo Ventures estimates. Proprietary US rivals still take most revenue.
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Anthropic, Google, Microsoft and OpenAI Back an AI Training Opt-Out. Their Crawlers Rarely Check Robots.txt.
Of about 1 billion crawler requests in 30 days, 0.15% fetched robots.txt. Nothing enforces the token.
GOOGLMSFT
Tencent's Flagship Hy4 Learns to Use Computers, at $0.83 per Million Input Tokens
It's Tencent's first model with computer use, trained on software like Blender and CAD. Weights arrive shortly.
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OpenAI's Brockman Says Revenue Grew 70% in Q3 After a 'Pretty Rough' First Half
Codex lagged as Anthropic pulled ahead in enterprise coding. JPMorgan Chase just signed on for it.
JPM
Moonshot Opens the Weights of a 2.8 Trillion-Parameter Model, With Strings Attached
Kimi K3.1 Pro's license restricts some commercial uses, unlike Apache or MIT. Its API charges $2 in, $10 out.
Wednesday, November 11
Lawsuit Calls Brave an 'AI Fence' Selling Scraped News to Anthropic and Perplexity
The complaint calls those AI buyers 'knowing receivers of that stolen content.'
NYT
Fal Reportedly Doubles Its Valuation to $16 Billion Since April
It raised $1.3 billion and passed $800 million in annualized revenue. Compute costs keep inference margins thin.
NVDATROW
Applied Compute Reaches a $100 Million Run Rate in Under 18 Months, Now Valued at $3.25 Billion
It raised $350 million, and a router it built cut Clay's inference costs up to 47%.
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