Eric Newcomer / Newcomer:
Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030  —  We talk about it & more on the Cerebral Valley Show  —  In a presentation to prospective investors in January, Coatue offered a rare look …

Qwen:
Alibaba releases its Qwen3.5-Omni omnimodal LLM with support for 10+ hours of audio input, saying the Plus variant surpasses Gemini 3.1 Pro on audio benchmarks  —  Qwen3.5-Omni is Qwen's latest generation of fully omnimodal LLM, supporting the understanding of text, images, audio, and audio-visual content.

Pokémon Champions 2026 PAX East demo shows competitive battling is more approachable — but is missing what made your Pokémon feel personal.

Katherine Bindley / Wall Street Journal:
Levels.fyi: median base-salary offers for US software engineers at VC-backed startups have risen 25% to $200K since 2022; total compensation has risen just 18%  —  Young tech companies once might have complemented lower salaries with generous equity packages.  Now they're upping base pay.

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