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Sunday recap: Microsoft responds to Anthropic threats, Anthropic hikes revenue forecast, and an ex-OpenAI seeks funding to develop a new type of AI

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February 01, 2026

Sunday Recap

Get ready for the week ahead

This week's stories show how quickly the balance of power in AI is shifting. New products are forcing incumbents to move faster, growth expectations are rising even as profitability slips further out, and a fresh wave of well-funded AI labs is taking shape. Subscribe for $299 and save 25% on the first year.

Key highlights:

Tech & AI

Competition, enterprise apps and agents

Exclusive

Microsoft Moves to Respond to New Threats From Anthropic

By Aaron Holmes

Applied AI

Anthropic and JPMorgan Seem to Agree That AI Isn't Eating Enterprise Apps Yet

By Amir Efrati and Kevin McLaughlin

AI Agenda

What Went Wrong With OpenAI's Year of Agents?

By Stephanie Palazzolo and Sri Muppidi

Exclusive

OpenAI Hires at Least Seven Staffers From Coding Startup Cline

By Kevin McLaughlin

Exclusive

ByteDance, Alibaba to Launch New Models in Race for AI Supremacy in China

By Juro Osawa and Qianer Liu

AI Agenda

ICE Says It Uses AI From Palantir, OpenAI; Meta's Humanoid Robot Training Plan

By Erin Woo and Jyoti Mann

Finance

Growth, cash flow, and exits

Exclusive

Anthropic Hikes 2026 Revenue Forecast 20% but Delays When It Will Go Cash Flow Positive

By Sri Muppidi

Exclusive

Ex-OpenAI Researcher's Startup Targets Up to $1 Billion in Funding to Develop a New Type of AI

By Stephanie Palazzolo and Wayne Ma

 

A Little-Known Broker Dominates Crypto Stock Tokens

By Yueqi Yang

Data Point

AI Clogs Exits for PE-Backed Software Firms

By Valida Pau

Exclusive

C3.AI in Talks to Merge with Startup Automation Anywhere

By Valida Pau and Katie Roof

Exclusive

Nvidia, Microsoft, Amazon in Talks to Invest Up to $60 Billion in OpenAI

By Sri Muppidi
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New From The Information Pro

How OpenAI's Bids For Enterprise, Ad Dollars Could Play Out

OpenAI's push beyond AI models into enterprise software and advertising signals a shift in where power and profits may land. As AI-native products begin to overlap with established software and ad businesses, the balance between incumbents and challengers is growing less stable. To access this Deep Research report and more, subscribe to for The Information Pro $749 and save 25% on the first year.

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