Keep pulling the thread on Bloomberg Intelligence.
Fox is acquiring Roku at a $22 billion valuation.
Fox is acquiring Roku to gain exposure to digital media and build its digital advertising business.
The IPOs for Anthropic and OpenAI are expected to occur by the end of the year.
Fox will take on more than $12 billion in debt to finance its acquisition of Roku.
Salesforce is acquiring AI customer service firm Fin for $3.6 billion.
Anurag Rana believes Salesforce's acquisition of Fin is a defensive move to prevent Fin from becoming a system of record and threatening Salesforce's core business.
Sierra, a competitor to Salesforce in the AI agent space, was founded by Bret Taylor and has a valuation close to $20 billion.
The US government has ordered Anthropic to bar foreign access to its most advanced AI models.
Anthropic's Mythos model has advanced capabilities for finding software vulnerabilities, which led to its testing by cybersecurity companies under Project Glasswing.
Anthropic has grown its annual recurring revenue by 5x this year.
Anthropic is operating at an almost $50 billion revenue run rate.
Alphabet, Meta, and Oracle are issuing new shares to raise capital for building data centers and increasing AI-related spending.