AI Market Movers · Applied AI & software
SentinelOne
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SentinelOne sells endpoint and identity security with an autonomous agent pitch. It is the other listed AI security name next to CrowdStrike.
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In the Daily
· Morning Brief
The proofs are outrunning the professorsAl Jazeera reports that OpenAI says its models have made new discoveries in three fields at once: harmonic analysis, complexity theory and quantum field theory.
· Closing Time
Closing Time: Anthropic opens its booksSemafor reports that Anthropic’s IPO filing shows more than $400 billion in future commitments for chips and data center leases, along with a governance setup in which its seven co-founders control the company through a single supervoting share.
· Morning Brief
The models lost their internet privilegesTechCrunch reports OpenAI will no longer train its most capable models with live internet access, citing significant risks.
· Closing Time
Closing Time: AI learns to prove code is safeAnthropic says Claude wrote machine-checked proofs that programs in 123 open-source libraries cannot crash under defined conditions, and found bugs along the way that had survived years of testing.
· Morning Brief
Who’s listening in the AI boardroom?CNBC reports the FBI arrested an OpenAI employee accused of hiding a recording device in the company’s executive conference room, as a judge lets Apple dig into how OpenAI hired its former engineers.
