Soaring AI revenue is colliding with higher costs, bigger funding bets, and regulatory risk. Anthropic is trimming its margin expectations, a former OpenAI researcher is chasing a $1 billion raise, and Stripe's stablecoin effort is facing sanctions and fraud issues. Subscribe now for just $299 and save 25% on the first year.

Key highlights:

• Anthropic lowered its 2025 gross margin forecast to around 40%, despite projecting $4.5 billion in revenue.
• A former OpenAI researcher is raising up to$1 billion to build a new AI lab focused on continual learning.
• Stripe's stablecoin startup Bridge was disrupted by scammers, forcing tighter bans.

AI Revenue and Economics

Exclusive OpenAI Seeks Premium Prices in Early Ads Push By Ann Gehan and Catherine Perloff

Exclusive Anthropic Lowers Gross Margin Projection as Revenue Skyrockets By Sri Muppidi

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

The Information Finance Why Big Tech Companies Are Racing to Fund OpenAI By Ken Brown

Capital, Markets, and Fintech

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

Exclusive Stripe's Stablecoin Startup Tangles With Sanctions and Scammers By Michael Roddan and Yueqi Yang

Exclusive JPMorgan Moves To Cut Off Fintech With Questionable Customers By Michael Roddan

A Little-Known Broker Dominates Crypto Stock Tokens By Yueqi Yang

Power and Valuation

Dealmaker A SpaceX Merger Would Reward Musk Loyalists By Katie Roof

True Value Intel is Now Pricier Than TSMC: That Makes No Sense By Anita Ramaswamy