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Why Anthropic’s margins are OpenAI’s opportunity, the Ramp-Airwallex doomed deal and Instacart’s sale talks: your Monday catch-up

11:05 |

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October 26, 2026

Monday Readout

The stories to start your week

Busy Monday? Catch up on the tech and finance stories you need to know to stay ahead this week.

We reported on OpenAI’s discounts to lure Anthropic customers, a Ramp investor campaign against rival Airwallex and Instacart’s sale talks.

Key highlights:

  • OpenAI is offering deep discounts to lure Anthropic customers, and some startups have already shifted their AI spending.
  • Ramp’s high-profile investors have launched a campaign against rival Airwallex after a partnership fell apart.
  • Instacart has been working with an investment bank to weigh a sale and has held preliminary conversations with potential buyers.

Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on your first year.

Coming out of the weekend

Anthropic’s margins, Ramp’s feud and Instacart’s sale

 

Anthropic’s Margin is OpenAI’s Opportunity

By Laura Bratton and Stephanie Palazzolo
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Exclusive

Ramp Investors Went Nuclear Against Airwallex After Doomed Deal

By Michael Roddan

 
Exclusive

Instacart Is Exploring a Sale

By Valida Pau, Jessica E. Lessin and Cory Weinberg
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Exclusive

VC Firms Tap LP Pools, Warehouse Loans for Speedy AI Cash

By Julia Hornstein

 

What to know from last week

AI’s debt crunch, bank hackers and Altman’s endgames

 

 
AI Agenda

Anthropic Readies Model That Reads Users' Intentions Better

By Stephanie Palazzolo
​
Exclusive

Hackers Used Claude and Grok to Automate Attacks on Banks

By Aaron Holmes and Cory Weinberg

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Which tech company goes public next? Follow nearly 80 companies on the road to an IPO, from Anthropic and OpenAI to Discord and Strava, with expected timing, valuations and outlook for each.
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