Alibaba AI Revenue Run Rate Hits $10B

Ode, a joint venture between Anthropic and Wall Street firms including Blackstone launched in July, has acquired Casper Studios, an AI consultancy that helps businesses build AI applications. The move signals Anthropic's strategy to expand Claude adoption in the enterprise market at a time when corporate leaders are cautious about AI implementation costs and ROI.

Serval made its Catalyst AI agent generally available Thursday, enabling it by default for customers. Catalyst acts as an administrative layer that can discover repetitive IT work from ticket history, automatically build workflows to handle it, and create background agents that proactively identify and fix problems before tickets are filed. The distinction from competitors like ServiceNow and Atlassian is Catalyst's ability to move from opportunity discovery through deployment of governed automation to continuous proactive agent creation.

Binance has launched Agent OS, a platform that enables AI agents to execute trades on the exchange using tools like ChatGPT, Claude Code, and Cursor. The system delegates risk management and safeguards primarily to users rather than implementing centralized controls. This move opens cryptocurrency trading to autonomous AI systems while raising questions about oversight and user responsibility.

Stripe confirmed its acquisition of OpenRouter, a platform that aggregates access to hundreds of AI models including those from Anthropic through a single provider and billing system. The deal positions Stripe to capture value in the growing AI model marketplace while potentially diversifying beyond payment processing. The acquisition comes as Stripe is also reportedly in talks to acquire PayPal, signaling an aggressive M&A strategy after years of relative quiet.