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#498 Anthropic's $965B week. NVIDIA's full-stack week.
Anthropic raised $65B at a $965B post-money valuation and shipped Claude Opus 4.8. NVIDIA used GTC Taipei to open Cosmos 3, ramp Vera Rubin into production, and put a 1-petaflop AI box on developer desktops. Google shuts Gemini 2.0 Flash down today. California's SB 867, which would ban AI companion chatbots in children's toys, cleared the Senate; Illinois's data-center regulation stalled in committee. The labs sprint. The states crawl....