AI News 5/6

Anthropic makes another big move, heating up the global AI battlefield 1. Anthropic teams up with Goldman Sachs and Blackstone to establish a $1.5 billion AI-focused fund, directly deploying Claude into portfolio companies. The giants have finally realized that the bottleneck for AI adoption isn’t technology—it’s finding people who understand both tech and business. 2. Anthropic co-founder Jack Clark claims there’s a 60% chance AI will achieve recursive self-improvement by the end of 2028. In other words, AI improving itself could gradually exclude humans from the optimization loop. 3. Jensen Huang stated on CNBC: Agentic AI is pure upside for software companies. The S&P 500 and Nasdaq hit new highs on the same day, with the AI narrative still driving this bull market. 4. ByteDance’s Doubao launches a paid version, with monthly fees ranging from 68 to 500 yuan. Just a year ago, domestic large models were in a price war, but now they’re collectively raising prices—daily token call volume has surpassed 140 trillion, and compute costs are undeniable. 5. OpenAI is sprinting toward an IPO, with internal discussions about spinning off its robotics and hardware divisions for independent operations. Ultimately, the plan was scrapped due to financial integration issues. Altman wants to emulate Alphabet’s umbrella structure, but the reality is OpenAI isn’t big enough yet. This round of AI investment has shifted from "story-driven valuations" to "fundamentals-driven valuations." Whoever has the ability to commercialize will stand firm.