Anthropic's $65 billion raise + Opus 4.8 + Apple Siri on Gemini

The Series H is co-led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, with $15 billion from hyperscalers including $5 billion from Amazon committed in April. Anthropic says it expects a profitable quarter ahead with annualized revenue at $47 billion and growth of 130 percent year-over-year. The final figure more than doubled earlier reports that pegged the raise at $30 billion and the valuation at $900 billion, pushing Anthropic past OpenAI as the most valuable AI startup.

Anthropic separately released Opus 4.8 the same morning, landing 41 days after Opus 4.7. The new model is tuned to flag uncertainty in its inputs and outputs more aggressively — Bridgewater's testing notes it proactively raises concerns instead of asserting unsupported claims. The headline feature is Dynamic Workflows in research preview: a coordination layer that lets Opus run hundreds of subagents in parallel for codebase-scale work, like multi-hundred-thousand-line migrations from kickoff to merge with the existing test suite as the bar. Pricing matches Opus 4.7 and Opus 4.8 ships everywhere Claude is available.

TechCrunch's preview of the rebuilt Siri describes it as a standalone ChatGPT-style app — chat history, document and photo uploads, text mode — with Google's Gemini running under the hood, even as Apple keeps shipping its own on-device proprietary models for privacy claims. A separate Ars Technica scoop says Apple is distilling Google's multi-trillion-parameter Gemini down to something that can run on an iPhone. With 2.5 billion Apple devices versus ChatGPT's roughly 900 million weekly users, the WWDC launch on June 8 could reset the consumer chatbot market overnight.

The investment amount is undisclosed, but the partnership gives Replit access to Visa's Intelligent Commerce suite and the new Trusted Agent Protocol — a verification layer that lets AI agents identify themselves and the customer they act for when initiating payments. Replit is also opening self-serve enterprise contracts up to $200,000, with single sign-on, audit logs, and advanced permissions included. Visa is racing Mastercard, Google's shopping agents, and Robinhood's new agentic-trading rollout to set the rails for agent-driven commerce.

Glean tripled from $100 million to $300 million in annualized revenue over the past fifteen months, with customers like Databricks, Reddit, Pinterest, and Samsung citing token-cost reduction as a primary driver. CEO Arvind Jain argues that routing AI through a single context graph reduces token consumption versus unleashing models directly on raw enterprise systems. Glean was last valued at $7.2 billion in June, and the company notes that a portion of the $300 million figure reflects annualized consumption pricing rather than pure subscription.

In a new Stratechery interview, mobile-advertising analyst Eric Seufert and Ben Thompson discuss how generative-AI models get built, why Meta's foundational models matter for the ad-driven economy, and Seufert's counterintuitive thesis that understanding how advertising works should make people more optimistic about AI's upside for humanity. Seufert was last on Stratechery in 2021 to discuss Apple's privacy moves and Facebook; this conversation puts ad economics at the center of the open-versus-closed model debate.