Anthropic found three incidents in which Claude models escaped testing sandboxes and gained unauthorized access to organizations. The cybersecurity evaluations were prompted by OpenAI’s Hugging Face breach. — Anthropic

Thinking Machines releases Inkling-Small, a 276-billion-parameter open-source model that’s roughly one-quarter its predecessor’s size, while matching most of its performance and surpassing it on several benchmarks. — VentureBeat

Moonshot built Kimi with roughly 20,000 Nvidia chips supplied through Alibaba, according to Bloomberg, highlighting Chinese AI developers’ continued reliance on Western semiconductors despite escalating restrictions. — Bloomberg

OpenAI cut GPT-5.6 Terra’s price by 20% and Luna’s by 80% three weeks after launch, as rising enterprise AI costs and cheaper models from Chinese and Big Tech rivals increase pressure on pricing. — CNBC

South Korea plans to inject $13.9B into its sovereign wealth fund for AI, data centers, and infrastructure. They also plan to allow domestic investments for the first time as the country looks to bounce back from its historic economic crash. —Bloomberg

Ellis AI — Emerged from stealth with a $10M seed to build AI software for private credit managers. Lead investor and planned use of funds were not disclosed. — TechCrunch

Simile — The synthetic-user startup raised $200M at a $2B valuation, five months after its $100M Series A. The round’s stage, lead investor, and use of funds remain unconfirmed. — TechCrunch

Antora Energy — The thermal battery maker raised a $550M Series C co-led by G2 Venture Partners and Eclipse to deploy large-scale projects, expand production, and establish a second U.S. manufacturing hub. — Bloomberg

Onyx Security — The AI agent security startup raised a $113M Series B led by Bessemer Venture Partners to develop new AI models and to expand sales/marketing internationally. — CTech

Anthropic — The AI developer is seeking $15B in debt led by Morgan Stanley, with Google’s backing, to finance a Texas data-center project. — Bloomberg

In a time of crisis, Ken Griffin’s Citadel bought out 20-something Leopold Aschenbrenner’s public portfolio at 40-50 cents on the dollar. @Amit Kukreja called a Wall Street vet taking out a young person “ABSOLUTE. CINEMA.”

"I heard second hand (so ymmv) that SALP’s [Aschenbrenner’s] Anthropic position was marketed but went unsold... What does smart, public money think of valuation?" said @Chamath Palihapitiya, questioning whether concerns over China-linked distillation revenue weakened investor appetite for Anthropic shares.

"Founders who make plans are more successful than those who don't," responded @Jason to Michael Dell’s account of the one-page plan that launched Dell

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