First Move · AI Players

AI Players

2 editionsA morning read.

Week of 18 May — 24 May 2026

20May 2026WednesdayTODAY

Google Names the Agentic Era at I/O as Anthropic Nears $900 Billion

Gemini Spark launched as a 24/7 background agent yesterday at Google I/O 2026, while Anthropic is in final talks for a $50B raise that would push its valuation above OpenAI's.

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19May 2026Tuesday

Google Opens I/O as Anthropic Surpasses OpenAI in Revenue and Targets a $900 Billion Valuation

Anthropic hit $30B ARR in April — passing OpenAI's $25B for the first time — and is closing a $30B funding round at $900B with a potential October IPO; Google's answer opens at Shoreline Amphitheatre this morning as Meta prepares 8,000 layoffs for tomorrow.

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