
SubQ Launches: 12M-Token Context on Sub-Quadratic AI
Subquadratic exits stealth with SubQ, the first frontier model built on a sparse-attention architecture, a $29M seed round, and a 12M-token context window that costs a fraction of Opus.
They summarize our coverage. We write it.
Newsletters like this one rebroadcast our headlines - often without the full review, the source reading, or the analysis underneath. Our weekly briefing sends the work they paraphrase, straight from the desk, before they get to it.
Free, weekly, no spam. One email every Tuesday. Unsubscribe anytime.

Subquadratic exits stealth with SubQ, the first frontier model built on a sparse-attention architecture, a $29M seed round, and a 12M-token context window that costs a fraction of Opus.

Sierra raised $950M at a $15.8B valuation to put AI agents in charge of customer service for some of the world's largest insurers and banks - and the safety questions are just beginning.

Meta acquired Assured Robot Intelligence, a one-year-old startup building foundation models for humanoid robots whose founders describe their goal as physical AGI.

Anthropic is considering a $40-50 billion funding round at a valuation of up to $900 billion, which would make it the world's most valuable private AI company, surpassing OpenAI.

WSJ reports OpenAI missed multiple monthly revenue targets and its 1B user goal in 2026, sending Oracle down 6% and chip stocks sliding as IPO doubts surface.

David Silver, creator of AlphaGo and AlphaZero, closed a $1.1B seed round for Ineffable Intelligence - a London lab building AI that learns without human data.

Cohere acquires Germany's Aleph Alpha at a $20B combined valuation, backed by a €500M Schwarz Group commitment, to build a transatlantic challenger for sovereign enterprise AI.

DeepSeek releases V4 Flash and V4 Pro with frontier-class benchmarks at prices 7-9x below OpenAI and Anthropic, built entirely on Huawei Ascend chips.

Google commits up to $40 billion to Anthropic alongside five gigawatts of cloud compute, making it the largest single infrastructure bet in AI history.

Project Prometheus has closed a $10 billion funding round at a $38 billion valuation, with BlackRock and JPMorgan backing Bezos's bet on physical AI for industry.

Vast Data closes a $1B Series F at $30B valuation - triple its 2023 price - with NVIDIA, Drive Capital, and Access Industries backing its push to own the data layer for AI infrastructure.

Mira Murati's AI lab signs a single-digit-billion deal with Google Cloud for GB300 chip access, its first cloud provider commitment, as frontier labs race to lock in next-gen compute.