USV Partner Announces Launch of AI Investment Platform Supertake

Citrini analyst Jukan cited Anthropic-related data from TickerTrends and expressed skepticism. The data shows that as of September 24, 2026, Anthropic’s annual recurring revenue (ARR) was approximately $76.8 billion, with a sequential increase of only 1.8%; OpenAI’s ARR stood at around $50.44 billion, posting a sequential rise of 13.4%. Jukan noted that even based on these figures, Anthropic’s growth rate has clearly declined, OpenAI’s expansion is also slowing, and he questioned the reliability of TickerTrends’ data.

Dongcha Beating AI News Flash: Wajo, founded by Shivani Poddar, former engineering lead at Google Jules, is pushing its personal AI agent Fo. The agent can make calls, send emails, book services, and process payments on users’ behalf. For tasks Fo cannot handle independently, it directly escalates them to human assistants. For example, when contacting barbershops, personal trainers, or local businesses without APIs, if Fo fails to complete the task on its own, it connects a human to make calls, communicate requirements, and finish the work. Humans only receive the information needed for the task and never access the user’s full chat history. Wajo also conducted self-tests on 104 real-world tasks, repeating each three times. With no human fallback used in the tests, Fo achieved a 71% task completion rate, compared to 42% for OpenClaw—an approximately 69% relative improvement. In a separate security test checking for unauthorized contacts, privacy leaks, or unsanctioned decisions, Fo posted a 94% pass rate.

Whale 0xf562 dumped 25,001 $ZEC($37.84M), which he bought 2 months ago at an average price of $425, realizing a profit of over $27M!

On-chain analyst Ai Yi (known as @ai_9684xtpa) has monitored that a new address 0xc64…fC770 accumulated $4.91 million worth of ENA, totaling 18.84 million tokens, at an average entry price of $0.2607. Per HTX market data, ENA has risen 56% over the past month.

Beating AI Express: AI programming firm Cognition has rolled out significant cost reductions for its coding agent Devin. Devin can independently read, modify, test code and complete development tasks. Costs for its Fusion and Normal modes have fallen by 30% to 40%, Ultra mode by 15% to 20%, and Devin Review by up to 70%. Fusion is Devin’s multi-model collaboration mode, where more capable models handle planning and review while lower-cost models take on specific execution tasks. Cognition also optimized its execution framework this time, merging multiple commands into a single call, running independent steps in parallel, and leveraging more context caching to reduce redundant computations and model calls. Alongside the cost cuts, Cognition announced improved self-test results: on its self-built FrontierCode 1.1 Extended benchmark, Devin Fusion scored 68.8 points, with an average cost of $0.60 per task, and currently ranks first.

According to Lookonchain monitoring, whale address 0xf562 has sold off 25,001 ZEC tokens worth $37.84 million. The tokens were purchased two months ago at an average price of $425, generating a profit of over $27 million.