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Latest movements Newest 25 of 133
| Date | Company | Model | Rung | What happened | Gr | Source |
|---|---|---|---|---|---|---|
| 2026-09-25 | Anthropic (Claude Connectors Directory / plugin submission portal) | Apps inside AI assistants | R2 | Anthropic opened a directory submission portal so developers on paid Claude plans can submit MCP connectors or plugin bundles (MCP connectors, Agent Skills, or both) to a Claude directory, with auto-validation, safety scanning and usage analytics, without disclosing developer revenue-share or pricing terms | A | Claude (Anthropic) |
| 2026-09-25 | Heidi Health | The ambient scribe | R2 | Heidi Health raised a $480 million (US$340 million) Series C at a $1.27 billion (US$900 million) valuation, with revenue of $71 million (up from $1.4 million two years prior) and use across 175 million+ patient encounters and 190 countries | B | Information Age (ACS) |
| 2026-09-24 | Alibaba Cloud (Qwen) | Tokens as the unit of sale | R2 | Alibaba Cloud's Model Studio prices its flagship Qwen3.8-Max model (Singapore region) at $2.00 per million input tokens and $6.00 per million output tokens, on a pay-as-you-go basis, as of the page's last update | A | Alibaba Cloud |
| 2026-09-21 | Meta (Ray-Ban Meta / Oakley Meta, with EssilorLuxottica) | AI glasses | R2 | Meta controlled 94% of display-less AI glasses shipments in H1 2026, with its own volumes up 260% year on year, and 37% share of the smaller AR/AI display glasses segment behind Rokid's 41% | B | 9to5Mac (citing Counterpoint Research) |
| 2026-09-21 | Rokid | AI glasses | R2 | Rokid led the AR/AI display glasses segment with 41% market share in H1 2026, in a segment that grew 449% year on year, ahead of Meta's 37% | B | 9to5Mac (citing Counterpoint Research) |
| 2026-09-21 | Xiaomi | AI glasses | R2 | Xiaomi captured only about 1% of the display-less AI glasses shipment segment in H1 2026, level with Alibaba, despite market enthusiasm reported by company executives | B | 9to5Mac (citing Counterpoint Research) |
| 2026-09-11 | Moonshot AI (Kimi) | Open weights with paid layers | R2 | Revenue run rate hit roughly $1B annualized by August 2026, with a year-end 2026 target of $2B; open-weight K3 model generates 'far lower margins' than closed-weight rivals, with OpenRouter data showing about 300 billion tokens/day generated by K3 | B | TechCrunch |
| 2026-09-01 | Symbotic | Robots as a service | R2 | Backlog reached $22.5 billion in the latest quarter; Walmart, its largest customer, accounted for 85% of fiscal 2025 revenue under a Master Automation Agreement extending through 2037 | B | The Motley Fool |
| 2026-09-01 | UBTech Robotics | Robots as a service | R2 | H1 2026 revenue of 1.269 billion yuan, up 104.2% year on year; sold 921 full-size humanoid robots (up 1,946.7% year on year), full-size division revenue 590 million yuan (up 1,445.0%) rising to 46.5% of total revenue from 6.1% a year earlier; net loss narrowed 23.0% to 339 million yuan | B | Gasgoo (Autonews) |
| 2026-09 | Fin (Intercom) | Pay per outcome | R2 | Fin AI Agent is priced at $0.99 per resolution, with a base plan of $49/month including 50 resolutions and additional resolutions billed per unit | A | Fin (Intercom) Help Center |
| 2026-09 | OpenAI (ChatGPT) | Tiered intelligence subscriptions | R2 | OpenAI's own pricing page lists a top ChatGPT Pro tier as the highest of four paid consumer/prosumer tiers (Go, Plus, Pro, Business), each priced per user per month; the specific $200/month Pro figure widely reported at its December 2024 launch was not readable in the fetched live page but is corroborated by multiple secondary pricing trackers current to 2026 | A | OpenAI |
| 2026-09 | Vercel (AI Gateway) | Model routing | R1 | Vercel's own AI Gateway Production Index reports open-weight models reaching a majority share of gateway token volume over the course of 2026, with monthly published breakdowns of volume and spend by model | A | Vercel |
| 2026-08-20 | Kuaishou (Kling AI) | Generative media subscriptions | R1 | Kling AI video-generation revenue exceeded RMB850 million (roughly $118 million) in Q2 2026, up more than 200% year over year and 30% quarter over quarter; first-half 2026 revenue reached RMB1.5 billion | B | TechNode |
| 2026-08-20 | Micro1 | Expert data marketplaces | R2 | Grew gross annual run rate from $100 million to $500 million over eight months, reaching the $500 million milestone in August 2026; net run rate estimated at $150 to $200 million after payouts to experts | B | TechCrunch |
| 2026-08-17 | Content licensed to AI labs | R1 | Data licensing revenue grew 24% year over year to $43 million in Q2, about 5% of Reddit's $805 million total quarterly revenue, with Google and OpenAI as its two largest licensing customers | B | The Motley Fool | |
| 2026-08-13 | Coinbase / Cloudflare (x402 protocol and x402 Foundation) | Machine-to-machine micropayments | R2 | x402 daily settlement volume peaked around $800,000 to just over $1 million per day in Q4 2025, then fell 93% year-to-date to roughly $28,400 to $41,800 per day by mid-August 2026, a 55% decline over the prior three months | B | Yahoo Finance |
| 2026-08-11 | Zoox (Amazon) | Driverless rides | R2 | Began charging for driverless rides in Las Vegas from August 10-11, 2026, after a period of free public rides | B | Fox5 Vegas |
| 2026-08-05 | Circle Internet Group | Stablecoin float | R2 | Circle reported Q2 2026 total revenue and reserve income of $701 million (7% YoY growth), USDC in circulation of $73.3 billion (19% YoY growth), and Circle Payments Network annualized transaction volume of $14.7 billion (trailing 30 days, up 76% quarter over quarter) | A | Circle press release |
| 2026-08-04 | Palantir Technologies | Engineers deployed with the software | R3 | Palantir reported Q2 2026 total revenue of $1.94 billion, up 93% year over year, with US commercial revenue up 149% year over year to $764 million, and raised FY2026 guidance to 82% YoY total growth and 134% YoY US commercial growth | B | Yahoo Finance (reporting company earnings release) |
| 2026-08 | Alpha School / 2 Hour Learning | AI-tutored schooling | R2 | San Francisco Alpha campus charges $75,000/year tuition as of August 2026 | B | The Argument |
| 2026-08 | Alpha School / 2 Hour Learning | AI-tutored schooling | R2 | Marketed '2x learning' and 'gifted program 3-7x faster learning' claims are built on statistically weak comparisons (e.g. the 3-7x claim rested on five students with two test events, and normal test-score variance among a small cohort produces apparent multiples like '9x growth') | B | The Argument |
| 2026-08 | OpenAI | Tokens as the unit of sale | R2 | OpenAI's revenue run rate was reported at $40 billion as of mid-2026, per OpenAI co-founder Greg Brockman, though Axios notes the two companies may not measure revenue run rate the same way | B | Axios |
| 2026-08 | Unbound Academy | AI-tutored schooling | R2 | Free public charter school using Alpha's AI-driven platform reported only 28% proficiency in English language arts and 10% in math against Arizona state goals of 65% and 60% respectively | B | The Argument |
| 2026-07-22 | Content licensed to AI labs | R1 | Reddit's 2024 licensing deal with Google was worth $60 million annually; as of the deal's approaching expiration, Reddit was reassessing renewal given that Google's AI-powered search answers were reducing traffic to Reddit and other publishers, and Reddit stock fell as the uncertainty was reported | B | Quartz | |
| 2026-07-15 | DeepSeek | Open weights with paid layers | R2 | Annualized revenue of $400-500M as of July 2026, per The Information, generated via paid API access to its open-weight models; charges $2.19 per million output tokens versus roughly $60 for a comparable OpenAI model, while maintaining 70-80% gross margins on its V4 flagship | B | PYMNTS (citing The Information) |
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