February 12, 2026 News
Anthropic Secures $30 Billion Series G Funding at $380 Billion Valuation
Anthropic has raised $30 billion in Series G funding, increasing its valuation to $380 billion from a previous $183 billion. The round was led by GIC and Coatue, with participation from numerous high-profile investors including Founders Fund and Abu Dhabi's MGX. This massive funding comes amid intense competition with OpenAI, which is reportedly seeking $100 billion in additional funding for an $830 billion valuation.
Skynet Chance (+0.04%): Massive capital infusion accelerates AI capability development with less resource constraint, potentially reducing time for safety research relative to capability advancement. The competitive dynamics with OpenAI may incentivize faster deployment over cautious alignment work.
Skynet Date (-1 days): The $30 billion funding significantly accelerates compute acquisition, research hiring, and product deployment timelines, potentially shortening the window before advanced AI systems with control challenges emerge. The competitive pressure with OpenAI's parallel fundraising intensifies the race dynamics.
AGI Progress (+0.03%): The unprecedented $380 billion valuation and $30 billion capital raise enables substantial scaling of compute infrastructure, talent acquisition, and research programs essential for AGI development. Enterprise adoption of Claude indicates practical progress toward more general AI systems.
AGI Date (-1 days): The massive funding directly accelerates AGI timelines by removing capital constraints on compute scaling, research expansion, and infrastructure development. The competitive funding race with OpenAI creates pressure to advance capabilities rapidly toward AGI milestones.
Spotify Developers Stop Writing Code Manually as AI System Takes Over Programming Tasks
Spotify reported that its top developers haven't written code since December, relying instead on an internal AI system called "Honk" that uses Claude Code for real-time code deployment. Engineers can now request bug fixes and new features via Slack on their phones, with AI completing the work and deploying it to production without manual coding. The company shipped over 50 new features in 2025 using this approach and is building proprietary datasets for music-related AI applications.
Skynet Chance (+0.04%): Demonstrates AI systems autonomously writing and deploying production code with minimal human oversight, representing a capability expansion where humans serve primarily as supervisors rather than implementers. This reduces human understanding of system internals and increases dependency on AI decision-making in critical infrastructure.
Skynet Date (-1 days): The acceleration of AI's ability to autonomously handle complex software development tasks suggests faster progress toward systems that can modify and improve themselves. However, this is still within supervised commercial contexts with human approval gates, limiting immediate risk acceleration.
AGI Progress (+0.03%): Represents a significant milestone where AI can handle end-to-end software development workflows including understanding requirements, writing code, testing, and deployment autonomously. This demonstrates practical reasoning and multi-step problem-solving capabilities approaching real-world AGI-relevant tasks.
AGI Date (-1 days): Shows that current AI systems (Claude) are already capable of replacing human developers in production environments, suggesting capabilities are advancing faster than expected. The widespread adoption of AI coding tools across major tech companies indicates accelerating progress toward more general autonomous AI systems.
OpenAI Launches Faster Codex Model Powered by Cerebras' Dedicated AI Chip
OpenAI released GPT-5.3-Codex-Spark, a lightweight version of its coding tool designed for faster inference and real-time collaboration. The model is powered by Cerebras' Wafer Scale Engine 3 chip, marking the first milestone in their $10 billion partnership announced last month. This represents a significant integration of specialized hardware into OpenAI's infrastructure to enable ultra-low latency AI responses.
Skynet Chance (+0.01%): The integration of specialized hardware for faster AI inference could marginally increase deployment scale and accessibility of agentic coding tools, though this remains a narrow application domain. The focus on speed rather than capability expansion presents minimal direct alignment or control concerns.
Skynet Date (+0 days): Faster inference through dedicated chips modestly accelerates the practical deployment and iteration cycles of AI systems, potentially slightly compressing timelines. However, this is primarily an optimization rather than a fundamental capability breakthrough.
AGI Progress (+0.01%): The partnership demonstrates continued vertical integration and infrastructure investment in AI, with specialized hardware enabling more efficient deployment of existing models. This represents incremental progress in making AI systems more practical and responsive, though it's an engineering advancement rather than a cognitive capability leap.
AGI Date (+0 days): The $10 billion infrastructure investment and deployment of specialized chips for faster inference accelerates the practical scaling and iteration speed of AI development. Reduced latency enables new interaction patterns and faster development cycles, modestly compressing AGI timelines.