Anthropic's profit path, SoftBank sells Nvidia stake & more (November 11, 2025)

Good morning,

Today’s AI landscape is shifting fast as big tech expands its infrastructure, star researchers branch out, and investors rebalance their portfolios. From Microsoft’s massive European build to Yann LeCun’s exit from Meta, this week is all about scale meeting strategy.

Let's dig in👇

💰 Money Moves

🤖 Anthropic seen turning profitable two years ahead of OpenAI

Amazon-backed Anthropic is projected to reach profitability by 2028, two years ahead of OpenAI. Analysts credit Anthropic’s efficient infrastructure and enterprise pricing model. The milestone would mark a major financial turning point for AI labs focused on sustainable business models.

🔄 SoftBank sells $5.8 billion Nvidia stake to double down on AI

SoftBank sold its entire $5.8 billion stake in Nvidia, unloading 32.1 million shares to refocus its capital on emerging AI startups. The sale gives founder Masayoshi Son liquidity for new bets across data center infrastructure and generative platforms. It highlights the ongoing rotation of capital from chips to AI services and software.

💸 Microsoft invests $10 billion in Portugal AI data hub

Microsoft announced plans to invest $10 billion in a new AI data hub in Portugal, partnering with Nscale and Start Campus. The move will expand Europe’s GPU capacity and strengthen data-residency options for local enterprises. Over time, the project could transform southern Europe into a new center for AI development and deployment.

🚀 New Launches & New Raises

📚 Wikipedia urges AI firms to pay for data access

Wikipedia called on AI companies to use its paid API and stop scraping. The organization says paid licensing will support editors and improve citation quality in AI models. As more data owners follow suit, access to clean, authorized datasets is becoming a competitive advantage.

🧠 Meta’s Yann LeCun to leave and launch AI startup

Meta’s chief AI scientist Yann LeCun is planning to leave the company to start his own AI venture. His new startup will reportedly focus on “world-model” architectures designed to reason about how the physical world works. The move signals a shift in Meta’s long-term research strategy and highlights how top AI talent is spinning out to build independent labs.

🚀 Gamma raises $68 million at $2.1 billion valuation

Gamma AI raised $68 million in new funding at a $2.1 billion valuation while surpassing $100 million in annual recurring revenue. The company, known for its AI-powered presentation and design platform, is becoming one of the few profitable productivity startups in the AI space. Investors see Gamma as proof that lean teams with product market fit can still outperform in a crowded market.

🧰 Tools of the Day

→ Dropstone – Self-learning AI IDE that evolves with your code
→ Task Sentry – Block distractions, not websites
→ Talo – All-in-one AI translator for calls, events and streaming

✍️ Prompt of the Day

“You are my innovation lead. Design a workflow where AI handles 80 percent of weekly status reports across departments. Detail data sources, summarization tools, review loops, and security steps. Format as a process chart ready for executive review.”

⚡ Quick Hits

→ AI could cut billions of tons of emissions each year.
→ Barry Sternlicht says he plans to replace staff with AI.
→ Nebius inks a $3 billion infrastructure deal with Meta.
→ Kaltura acquires eSelf for $27 million to expand AI video tools.
→ Wonderful raises new funding for multimodal AI platforms.

🧾 TLDR

The AI industry is evolving from expansion to execution. Microsoft is scaling infrastructure across Europe, Anthropic is closing in on profitability, and Yann LeCun’s exit from Meta marks a new chapter for frontier research. SoftBank’s $5.8 billion Nvidia sale and Wikipedia’s paid data push show how capital and content are shifting toward sustainability. The race is no longer about scale, it is about strategy.

Cheers,
David