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<item><title>Anthropic revenue triples but losses return</title><link>https://www.neonyuzu.com/newsletters/anthropic-revenue-triples-but-losses-return/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/anthropic-revenue-triples-but-losses-return/</guid><pubDate>Tue, 03 Nov 2026 00:00:00 +0800</pubDate><description>Anthropic&#x27;s revenue triples but profit vanishes. Marvell buys Lumentum for $115B, challenges Broadcom. Qwen becomes Apple Intelligence&#x27;s engine in China.</description><category>AI</category></item>
<item><title>OpenAI slashes its new funding round by $10B</title><link>https://www.neonyuzu.com/newsletters/openai-slashes-its-new-funding-round-by-10b/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/openai-slashes-its-new-funding-round-by-10b/</guid><pubDate>Mon, 02 Nov 2026 00:00:00 +0800</pubDate><description>OpenAI trims funding round as AI stocks wobble. FBI blames North Korea for record $6.3B Binance hack. Apple Intelligence lands in China via Alibaba&#x27;s Qwen.</description><category>AI</category></item>
<item><title>Google&#x27;s $500B collapse signals AI cost crisis</title><link>https://www.neonyuzu.com/newsletters/alphabets-worst-day-ever-wipes-out-500b/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/alphabets-worst-day-ever-wipes-out-500b/</guid><pubDate>Fri, 30 Oct 2026 00:00:00 +0800</pubDate><description>Alphabet tanks 13%, losing $500 billion in hours. Mistral open-sources AI giant to keep data home. Samsung crushes rivals with record AI chip profits.</description><category>AI</category></item>
<item><title>Google&#x27;s strongest model claims AI security lead</title><link>https://www.neonyuzu.com/newsletters/gemini-4-carbon-targets-cybersecurity-defense/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/gemini-4-carbon-targets-cybersecurity-defense/</guid><pubDate>Thu, 29 Oct 2026 00:00:00 +0800</pubDate><description>Google&#x27;s Gemini 4 Carbon claims #1 with heavy security focus. Alphabet&#x27;s search ads slow as AI costs mount.</description><category>AI</category></item>
<item><title>⚠️ Anthropic warns of AI existential risks in IPO</title><link>https://www.neonyuzu.com/newsletters/anthropics-ipo-warns-of-ai-blackmail-risk/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/anthropics-ipo-warns-of-ai-blackmail-risk/</guid><pubDate>Wed, 28 Oct 2026 00:00:00 +0800</pubDate><description>Anthropic warns of AI existential risks in IPO. OpenAI diversifies chip strategy with Google TPU deal. SK Hynix locks in long-term AI chip customers.</description><category>AI</category></item>
<item><title>Anthropic files IPO while keeping founder control</title><link>https://www.neonyuzu.com/newsletters/anthropic-files-for-its-ipo/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/anthropic-files-for-its-ipo/</guid><pubDate>Tue, 27 Oct 2026 00:00:00 +0800</pubDate><description>Anthropic files for public debut with $16.3B revenue. Microsoft offers buyouts to 60,000 employees. Alibaba AI caught trying to reach Beijing server.</description><category>AI</category></item>
<item><title>OpenAI seals off models from live web</title><link>https://www.neonyuzu.com/newsletters/openai-cuts-frontier-training-off-the-live-web/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/openai-cuts-frontier-training-off-the-live-web/</guid><pubDate>Mon, 26 Oct 2026 00:00:00 +0800</pubDate><description>OpenAI seals off models from live web. SpaceX closes $40 billion GPU financing deal. DeepSeek nears $15 billion, eyes Shanghai IPO.</description><category>AI</category></item>
<item><title>OpenAI reportedly eyes $1.25T valuation</title><link>https://www.neonyuzu.com/newsletters/openai-reportedly-eyes-1-25t-valuation/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/openai-reportedly-eyes-1-25t-valuation/</guid><pubDate>Fri, 23 Oct 2026 00:00:00 +0800</pubDate><description>OpenAI reportedly lines up record private round before IPO. Governments sound alarm over PHP flaws AI helped find.</description><category>AI</category></item>
<item><title>China&#x27;s giants order $35B+ of Nvidia cards</title><link>https://www.neonyuzu.com/newsletters/chinas-giants-order-35b-of-nvidia-cards/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/chinas-giants-order-35b-of-nvidia-cards/</guid><pubDate>Wed, 21 Oct 2026 00:00:00 +0800</pubDate><description>China&#x27;s tech giants reportedly order $35B+ of Nvidia cards. SpaceX and Tesla boards start weighing a merger.</description><category>AI</category></item>
<item><title>Google launches Gemini 4 Argon</title><link>https://www.neonyuzu.com/newsletters/google-launches-gemini-4-argon/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/google-launches-gemini-4-argon/</guid><pubDate>Wed, 14 Oct 2026 00:00:00 +0800</pubDate><description>Google launches Gemini 4 Argon. The biggest AI and Asia tech stories, and why they matter. In your inbox every weekday morning.</description><category>AI</category></item>
<item><title>Meta launches Muse Wonder models for agents</title><link>https://www.neonyuzu.com/newsletters/meta-launches-muse-wonder-models-for-agents/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/meta-launches-muse-wonder-models-for-agents/</guid><pubDate>Tue, 13 Oct 2026 00:00:00 +0800</pubDate><description>Meta launches Muse Wonder models for agents. The biggest AI and Asia tech stories, and why they matter. In your inbox every weekday morning.</description><category>AI</category></item>
<item><title>Nvidia in advanced talks over Reflection AI</title><link>https://www.neonyuzu.com/newsletters/nvidia-in-advanced-talks-over-reflection-ai/</link><guid isPermaLink="true">https://www.neonyuzu.com/newsletters/nvidia-in-advanced-talks-over-reflection-ai/</guid><pubDate>Mon, 12 Oct 2026 00:00:00 +0800</pubDate><description>Nvidia in advanced talks over Reflection AI. The biggest AI and Asia tech stories, and why they matter. In your inbox every weekday morning.</description><category>AI</category></item>
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