Anthropic

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0608 | Dolphin Focus: 🐬 Macro/Industry 1) HK and A-shares suffered a broad selloff today. A blowout US NFP flipped rate-cut expectations and pushed UST yields higher, with the tech-led rout on Wall St. spilling into APAC; Korea hit a circuit breaker and Japan tumbled, amplifying fear.High-multiple AI and semiconductor names led the de-rating, driving clear negative spillovers. Adding to the pressure, global houses such as Goldman Sachs have downgraded HK equities, and epic IPOs like SpaceX slated for this week are siphoning liquidity; the confluence of headwinds triggered panic foreign selling and a stampede among onshore funds...

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Multiple headwinds spark a sharp selloff; NVDA teams up with SK hynix | Daily News Recap

Microsoft AI Head Criticizes Anthropic's Approach to Simulating Consciousness in Claude as Extremely Dangerous

ZipRecruiter Launches New Connector Integrating with Anthropic's Claude AI Assistant to Expand Distribution

OpenAI and Anthropic Call for International Coordination Mechanism to Slow Down Frontier AI Development if Necessary

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Palantir's Karp says businesses are 'unhappy' with the frontier AI labs

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Palantir CEO Alex Karp stated that enterprise customers are unhappy with frontier AI labs, believing these companies lack understanding of their businesses and engage in 'tokenmaxxing' to signal productivity. He noted that much of the public discourse from labs like Anthropic actually runs on Palantir's infrastructure.

- Palantir CEO Alex Karp expressed dissatisfaction among enterprise customers regarding the operations of frontier labs during a CNBC interview on June 10th, 2026.  
- He noted that clients feel these companies fail to understand their needs, focusing instead on superficial productivity signals through AI tokens.  
- Karp highlighted that much of the public discourse by these firms is reliant on Palantir's technology.

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CNBC's Sara Eisen sits down with Palantir CEO Alex Karp to discuss the role of AI in the Iran conflict, his take on SpaceX IPO and Elon Musk, and more.

Alex Karp: Most of the things Anthropic talks about in public are running on Palantir

Anthropic PBC CEO Dario Amodei said he doesn’t know what role the company’s artificial intelligence model played in a missile strike that killed an estimated 120 children at an elementary school in Iran. In comments highlighting a broader knowledge gap, according to Bloomberg, AI executives are increasingly selling advanced AI tools to the US military.

CoinLive

AI | Anthropic CEO Says He Doesn’t Know Model’s Role in Iran Missile Strike

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Spacecraft company SpaceX is set to debut its Initial Public Offering (IPO) at a record-breaking $1.77 trillion valuation, raising $75 billion with shares priced at $135. While analysts express concern over the high valuation multiple of nearly 95 times 2025 sales compared to peers, significant AI contracts with Anthropic and Google are expected to add $26 billion in annual revenue, potentially lowering the forward sales multiple to approximately 35.

- SpaceX is set to go public at $135 per share, raising $75 billion and achieving a $1.77 trillion valuation, marking the largest IPO ever.  
- Analysts express concerns over its high valuation, pricing the company at nearly 94–94.7 times projected 2025 sales, significantly higher than competitors.  
- However, substantial contracts with Anthropic and Google are expected to contribute $26 billion in annual revenue, effectively reducing the forward sales multiple to about 35.

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SpaceX IPO to debut at $1.77T amid valuation debate

Analysis of the SpaceX IPO prospectus highlights significant red flags, including massive historical losses totaling $41 billion and an unproven path to profitability. The company relies heavily on Starlink for revenue, which currently trails major terrestrial carriers in scale despite a high valuation. Additionally, the AI venture Grok faces intense competition and questionable competitive advantages. Critics warn that Wall Street's enthusiasm may be driven by low fees rather than fundamental strength.

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Here are all the red flags in the SpaceX IPO

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Niteshift, an AI coding startup founded by former Datadog engineers Sajid Mehmood and Conor Branagan, has raised a $7 million seed round led by Greylock Partners. The company aims to reduce reliance on major AI model providers like OpenAI and Anthropic by offering infrastructure that routes between various models, addressing concerns about vendor lock-in and competition. Backed by notable angels including Reid Hoffman, Niteshift positions itself as a neutral platform for vetting and maintaining AI-generated code.

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Datadog veterans launch AI coding startup Niteshift on a bet against Big AI lock-in

North Carolina State Treasurer Brad Briner declined a direct investment in SpaceX's upcoming IPO, citing its $1.77 trillion valuation as too high for the state's pension fund to achieve predictable returns. Instead, North Carolina has invested heavily in AI startups OpenAI and Anthropic, viewing them as offering better risk-reward opportunities. The state plans to gain exposure to SpaceX only through public index funds after its listing.

North Carolina Treasurer passes on SpaceX citing valuation concerns; favors OpenAI, Anthropic

Palantir co-founder Joe Lonsdale identified SpaceX and Anthropic as the strongest technology bets, favoring them over OpenAI. He believes Anthropic currently holds the momentum in the AI race due to strong execution and focus, whereas OpenAI may have lost talent by diversifying too much. While acknowledging OpenAI's capabilities, Lonsdale views SpaceX as his top infrastructure play and Anthropic as the leading pure-play AI company.

- Joe Lonsdale, co-founder of Palantir Technologies, favors investing in SpaceX and Anthropic over OpenAI in the AI race.  
- He highlights Anthropic's momentum driven by strong demand for its Claude models, while suggesting OpenAI has faced challenges with competing priorities.  
- Despite supporting Anthropic, Lonsdale acknowledges OpenAI's capabilities and expresses optimism for its future, reflecting a competitive shift in the AI landscape.

benzinga_article

Palantir Co-Founder Picks SpaceX And Anthropic Over OpenAI In AI Race

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Citrini Research warns the AI 'goldilocks' narrative is hitting a wall as token spend peaks and costs skyrocket. Major tech leaders like Uber, Anthropic, and Microsoft report surging AI expenses, with companies burning through budgets rapidly. Providers are shifting to usage-based pricing, ending subsidized models. This transition from 'token-maxxing' to 'token-panic' highlights growing corporate pushback against high operational costs as monetization becomes urgent.

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From Token-maxxing To Token-panic: Citrini Warns AI Goldilocks Narrative Hitting A Wall

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A partnership between JFrog and Anthropic has been announced in Sunnyvale, California. Through this collaboration, they aim to enhance software supply chain governance and security for Claude Code. This initiative will bring enterprise-level solutions to improve the overall reliability and security of software development processes. With JFrog's expertise in software management and Anthropic's focus on AI-driven security, this partnership is set to significantly elevate the standards of software development.

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JFrog and Anthropic Bring Enterprise-Grade Software Supply Chain Governance and Security to Claude Code

JFrog has partnered with Anthropic to launch a JFrog Platform plugin for Claude Code, integrating supply-chain governance into AI coding workflows. This integration aims to enhance enterprise controls over dependencies, binaries, and AI assets, reducing risks from malicious packages and compliance breaches. The move positions JFrog as a system of record for governed software artifacts amidst a significant rise in AI-driven build outputs.

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JFrog partners with Anthropic to launch Claude Code plugin for supply chain governance

Anthropic(ANTH.NA)