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Anthropic snatches Google AI talent and Airwallex’s AI-native finance stack push

View original at cbinsights.com
CB Insights - Enterprise Ai Title: Anthropic snatches Google AI talent and Airwallex’s AI-native finance stack push Date: 2026-07-02 22:30 Source: https://www.cbinsights.com/research/newsletter-july-2/ <p><span style="font-weight: 400;">Below, we break down some of tech’s biggest stories, with perspectives from our ana…
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What we drew from this source

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  • OpenAI has attracted just 3 DeepMind hires over a longer window, with only 1 in the past year.

    60% confidence

  • Anthropic's headcount increased 183% over the past year, with technical roles making up over a third of its roughly 5,000-person workforce.

    60% confidence

  • Breaks down the rise of agentic commerce and what she's seeing in the market.

    60% confidence

  • CB Insights data puts the total DeepMind hires for Anthropic at 5.

    60% confidence

Data points we hold from this source

OpenAI · deepmind hires count3 employees
Anthropic · employee count growth yoy183 percent
Anthropic · deepmind hires count5 employees
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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