Abstract: We tracked AI models, infrastructure, and capital markets this week: a leaked OpenAI memo reopens the Anthropic-vs-OpenAI revenue debate ahead of both listings. Claude Opus 4.7 shipped and continues Opus 4.6's top SWE-bench Pro position, with a silent API price lift via a new tokenizer; OpenAI lost three senior executives. Cerebras filed publicly for a Nasdaq IPO; DeepSeek opened its first external fundraise; SenseTime placed HK$32bn; Stepfun restructured to list in Hong Kong.
MINIMAX, KNOWLEDGE ATLAS, TENCENT, ALIBABA, Alphabet, Microsoft, Nvidia
Interested in the full report? Get in touch with our team.