Friday 25 September 2026
Top stories today:
Anthropic seeks 50.1% co-founder voting control ahead of IPO
Googleās Gemini 3.8 Live adds lip-syncing AI avatar
OpenEvidence raises $250M at $15B valuation, could be open to sale
Meta unveils Horizon Create to build games using AI on phones
TypeSafe, startup behind Jev, seeks $1B+ at $10B+ valuation
0. Data & Calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
No major events today.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Anthropic said to seek 50.1% co-founder voting control ahead of IPO
The move comes as Anthropic targets a valuation of up to $2T in its Nov. IPO:
The Palantir-style structure would give special shares to co-founders with voting control over most corporate matters.
The control wouldnāt extend to electing board members.
The special shares would also provide tie-breaking votes on some corporate issues.
Separately, Anthropic has pledged $11.6B to Akamai cloud, with an option for a 5% stake.
Athyna Intelligence builds what comes after.
PhD researchers and domain experts author verified, containerized tasks in the Terminal-Bench and GDPval mold, spanning coding, finance, accounting, engineering, and more.
On our harder tasks, frontier models score 0 out of 5.
*Sponsored.
3. Googleās Gemini 3.8 Live adds lip-syncing AI avatar for Enterprise customers
Live Avatar uses facial expressions and turn-taking for more natural interactions.
It can trigger tool calls and fetch data in the background while maintaining active dialog and handling complex tasks, Google said.
Gemini Enterprise customers can access the feature through Gemini 3.8 Live.
Get the chance to peek inside founders and leadersā brains and see how they think about going from zero to 1 and beyond.
Join thousands of weekly readers at Google, OpenAI, Stripe, TikTok, Sequoia, and more.
Check all the tools and more here, and outperform the competition.
*Sponsored.
5. OpenEvidence said to have raised $250M at $15B valuation, could be open to sale
Hospital systems and a16z have backed the startup, dubbed the āChatGPT for doctorsā, in the undisclosed round.
An acquisition could offer OpenEvidence investors a shortcut to an exit.
Your agentic finance team:
The Scout studies your business before you need to tell it anything, then builds your profile and custom chart of accounts and picks the metrics that matter most.
The Accountant automatically categorizes and reconciles your transactions, so books are right every day, not 10 days after month-end.
The CFO answers revenue, burn, and runway questions from your live books, and drills from any number down to the transaction behind it.
*Sponsored.
7. Meta unveils Horizon Create mobile app for building games with AI prompts on phones
Meta also released the Horizon Studio browser app with more granular controls.
The AI-generated games can run on Facebook, Instagram, and Horizon.
