Bay Area Times

Oliver Buchannon

Bay Area Times

🗞️ The visual daily newsletter on business and tech. 📈 Analyzing the news with 1 visual per story.

Anthropic said to target SpaceX-sized IPO, could file publicly by Aug.-end

4 min read

Anthropic said to target SpaceX-sized IPO, could file publicly by Aug.-end

ByBay Area Times

Stripe agrees to acquire OpenRouter in deal said worth $7.5B

4 min read

Stripe agrees to acquire OpenRouter in deal said worth $7.5B

ByBay Area Times

OpenAI holds major frontier RL training, tightens safety practices after Hugging Face breach

4 min read

OpenAI holds major frontier RL training, tightens safety practices after Hugging Face breach

ByBay Area Times

Anthropic annualized revenue said to have hit $65B in Jul. ahead of expected fall IPO

4 min read

Anthropic annualized revenue said to have hit $65B in Jul. ahead of expected fall IPO

ByBay Area Times

Stripe said to finalize $7B+ OpenRouter acquisition as AI model switching grows

4 min read

Stripe said to finalize $7B+ OpenRouter acquisition as AI model switching grows

ByBay Area Times

Gemini 3.7 Flash debuts as Google’s strongest coding model

4 min read

Gemini 3.7 Flash debuts as Google’s strongest coding model

ByBay Area Times

Grok 4.6 debuts as SpaceXAI takes on OpenAI, Anthropic

4 min read

Grok 4.6 debuts as SpaceXAI takes on OpenAI, Anthropic

ByBay Area Times

CoreWeave +18% as Q2 revenue +112% YoY to $2.6B, backlog reaches $104B

4 min read

CoreWeave +18% as Q2 revenue +112% YoY to $2.6B, backlog reaches $104B

ByBay Area Times

GPT-5.6-Cyber debuts for select partners as OpenAI expands Daybreak

4 min read

GPT-5.6-Cyber debuts for select partners as OpenAI expands Daybreak

ByBay Area Times

Apple said to test China’s CXMT RAM as U.S. rules block technical sharing

4 min read

Apple said to test China’s CXMT RAM as U.S. rules block technical sharing

ByBay Area Times

OpenAI said to plan $300+ hockey puck-sized AI speaker for 2027

4 min read

OpenAI said to plan $300+ hockey puck-sized AI speaker for 2027

ByBay Area Times

OpenAI seeks dismissal of Apple’s trade secrets lawsuit

4 min read

OpenAI seeks dismissal of Apple’s trade secrets lawsuit

ByBay Area Times

SpaceX Q2 revenue +92% YoY to $7.8B, vs. $6.8B est., net loss narrows to $0.5B

4 min read

SpaceX Q2 revenue +92% YoY to $7.8B, vs. $6.8B est., net loss narrows to $0.5B

ByBay Area Times

White House hosts OpenAI, Google, Anthropic on AI oversight framework

3 min read

White House hosts OpenAI, Google, Anthropic on AI oversight framework

ByBay Area Times

Qwen3.8-Max debuts as Alibaba’s most capable AI model, rivaling Kimi K3

4 min read

Qwen3.8-Max debuts as Alibaba’s most capable AI model, rivaling Kimi K3

ByBay Area Times

Anthropic says Opus 4.7, Mythos 5 breached 3 firms after OpenAI-Hugging Face incident

4 min read

Anthropic says Opus 4.7, Mythos 5 breached 3 firms after OpenAI-Hugging Face incident

ByBay Area Times

Microsoft Cloud drives Q4 FY26 revenue +18% YoY to $90B, operating income +18%

4 min read

Microsoft Cloud drives Q4 FY26 revenue +18% YoY to $90B, operating income +18%

ByBay Area Times

OpenAI models breached Modal customer before Hugging Face

4 min read

OpenAI models breached Modal customer before Hugging Face

ByBay Area Times

Anthropic’s Amodei rejects open AI model ban, calls for testing

3 min read

Anthropic’s Amodei rejects open AI model ban, calls for testing

ByBay Area Times

Claude Opus 5 debuts, nears Fable 5 performance at 50% lower price

4 min read

Claude Opus 5 debuts, nears Fable 5 performance at 50% lower price

ByBay Area Times

ChatGPT Health expands to all U.S. adult users

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ChatGPT Health expands to all U.S. adult users

ByBay Area Times

Alphabet Q2 revenue +24% YoY to $119.8B, vs. $116.9B est., net income +298%

3 min read

Alphabet Q2 revenue +24% YoY to $119.8B, vs. $116.9B est., net income +298%

ByBay Area Times

OpenAI says GPT-5.6 Sol and “even more capable pre-release” AI model breached Hugging Face

4 min read

OpenAI says GPT-5.6 Sol and “even more capable pre-release” AI model breached Hugging Face

ByBay Area Times

Anthropic wins approval for $1.5B copyright settlement with authors

4 min read

Anthropic wins approval for $1.5B copyright settlement with authors

ByBay Area Times

Alibaba’s Qwen3.8 Max 2.4T AI model debuts in preview, trails only Anthropic’s Fable 5

4 min read

Alibaba’s Qwen3.8 Max 2.4T AI model debuts in preview, trails only Anthropic’s Fable 5

ByBay Area Times