Eric Schmidt's $80 Billion Anthropic Bet

DeepSeek open-sourced DeepInfer, its internal inference stack. Inception’s diffusion LLM Mercury 3 claimed 4x to 8x speed over Haiku 5.5. Spotify launched paid podcast memberships, and Eric Schmidt’s 1% Anthropic stake looked set for a massive IPO windfall.

• DeepSeek open-sources DeepInfer, its internal production stack designed to accelerate inference, optimize chip performance, and reduce energy and compute costs (Bloomberg)
• Inception debuts Mercury 3, a diffusion LLM that it says tops GPT-6 Luna, Claude Haiku 5.5, and GLM-5.3 Flash on agentic benchmarks while being 4x to 8x faster (The Deep View)
• Cloudflare debuts Clairic, a System One-class extraction model it says processes unstructured data faster, more cheaply, and more accurately than normal LLMs (Cloudflare)
• Cloudflare releases Clairic in preview on Workers AI, a model that returns every requested field with a confidence score in a single pass, with open weights to follow (The Decoder)
• Cloudflare’s Clairic costs $0.10 per million input tokens with a 65,536-token context window, but its speed, accuracy, and cost claims are company claims, not a published head-to-head benchmark (RunTimeWire)
• Spotify launches paid podcast memberships in 34 markets, including the US; creators can offer perks like bonus content or fewer ads and keep 90% of revenue (TechCrunch)
• Apple commits up to $100M over three years to Pennsylvania-based Perryman Company, a titanium supplier for the iPhone Duo, and expands its Qnity partnership (CNBC)
• Sources: Eric Schmidt, who owns ~1% of Anthropic after investing tens of millions in its Series A, is poised to have one of the largest windfalls from its IPO (Bloomberg)

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