Howdy, it’s Barsee again.

Happy Friday, AI family, and welcome back to AI Valley.

Today’s climb through the Valley reveals:

• Anthropic has raised $30B in funding at a $380B valuation

• Spotify says top developers haven’t coded since December due to AI

• Gemini 3 Deep Think is now world’s top-performing model

• OpenAI released GPT-5.3-Codex-Spark, a real-time coding model

• SeeDance 2.0 hype reaches new heights

• Plus trending AI tools, posts, and resources

Let’s dive into the Valley of AI…

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THROUGH THE VALLEY

1/ Anthropic has raised $30B in funding at a $380B post-money valuation

Anthropic has raised $30 billion in a new Series G round, lifting its valuation to about $380 billion, up from $183 billion in its last funding round. The raise was led by Singapore’s GIC and Coatue, with support from Founders Fund, D. E. Shaw Ventures, MGX, Accel, General Catalyst, Jane Street, and the Qatar Investment Authority. The funding comes as Anthropic competes more directly with OpenAI for large enterprise customers. OpenAI is also reported to be seeking up to $100 billion in fresh funding. Anthropic says demand for its Claude models is rising fast across major companies.

2/ Spotify says top developers haven’t coded since December due to AI

Spotify says AI has changed how its top engineers work. On its Q4 earnings call, co-CEO Gustav Söderström said some developers have gone months without writing code themselves, relying instead on an internal AI model called Honk, built on Claude Code. Engineers can request bug fixes or new features from Slack and receive updated app builds in near real time, even while commuting. Spotify shipped more than 50 product updates in 2025, including AI features like Prompted Playlists and About This Song. The company also pointed to its music data advantage and said it continues to filter AI-generated tracks used for spam.

3/ Gemini 3 Deep Think is now world’s top-performing model

Google DeepMind says its Gemini Deep Think model can now handle research-level math and programming tasks, building on its gold medal result at the 2025 International Math Olympiad. The system uses a research agent that works through problems step by step, checks its own answers, fixes errors, and stops when it cannot find a valid solution. New versions show strong gains on PhD-level benchmarks and have already helped produce publishable research in math, computer science, and physics, though no major breakthroughs have been announced. Google claims Gemini 3 Deep Think now outperforms Claude Opus 4.6 and GPT-5.2 and is available in the Gemini app for Ultra users and select partners via API.

4/ OpenAI released GPT-5.3-Codex-Spark, a real-time coding model

OpenAI has launched GPT-5.3 Codex Spark, a fast coding model designed for quick, interactive tasks. It runs on Cerebras chips, making it OpenAI’s first major product not built only on Nvidia hardware. Spark can generate over 1,000 tokens per second, which makes it much faster than earlier Codex models, though it trades some accuracy for speed. OpenAI plans to use Spark for rapid code edits and small changes, while the full Codex model handles longer, background tasks. The model is rolling out to ChatGPT Pro users, with limited access for enterprise API customers.

5/ SeeDance 2.0 hype reaches new heights

Interest in ByteDance’s SeeDance 2.0 is reaches all time high. Early tests and viral clips show the model producing videos that look very close to real footage. Videos made using simple prompts have spread widely online, and even experts and creators have said some are hard to distinguish from real shots. The Motion Picture Association has criticized the tool after a hyper-realistic clip showing digital versions of Tom Cruise and Brad Pitt fighting went viral, sparking debate about copyright and how believable AI video has become. These reactions underline how quickly AI video realism is blurring the line between real and fake.

TRENDING TOOLS

• Simile > A simulation platform for human behavior

• Hibiki-Zero > An open-source model that translates French, Spanish, Portuguese, or German speech to English in real-time

• ChatCut > Seedance 2.0, available inside this AI

• HappyCappy > The agent-native computer, in your browser, and now on your phone (this is quite similar to Manus AI)

• Monaco > It automates customer acquisition and revenue growth for startups

• Wabi > The first personal software platform

WHAT I'M CONSUMING

• An AI agent published a hit piece on me

• The simulation company 

• Instagram and X have an impossible deepfake detection deadline

• How I use Claude Code

• Something big is happening in AI

• The AI Vampire

• Google says attackers used 100,000+ prompts to try to clone AI chatbot Gemini

• How Cognition uses Devin to build Devin

• How to use Claude Cowork better than 99% of people (Full Guide)

• Spotify says its best developers haven’t written a line of code since December, thanks to AI

• AI is writing virtually all code at OpenAI

• Elon Musk thinks coding dies this year

INDUSTRY MOVES

• Simile launched with $100M to simulate human societies using AI agents modeled on real behavior. Andrej Karpathy participated as an angel investor, describing it as a new paradigm for using LLMs as population-scale simulators.

• Apptronik raises $935M at $5.5B+ valuation to commercialize cheaper humanoid robots

THE VALLEY GEMS

What’s trending on social today:

THAT’S ALL FOR TODAY

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