Posted by Alumni from Substack
February 16, 2026
The narrative of AI progress reached several new milestones this week, continuing a trend of increased technical specialization and reasoning depth. Rather than a singular pivot, the current moment represents a steady accumulation of capabilities, supported by substantial financial backing and a suite of new model releases. These developments'ranging from Anthropic's massive funding to the arrival of autonomous math agents'collectively highlight a transition toward agentic systems capable of navigating complex, long-horizon tasks. The industry's financial backbone was reinforced by Anthropic's $30 billion Series G funding round, which valued the firm at $380 billion post-money. This massive capital injection is aimed at fueling frontier research and infrastructure expansions. A primary driver of this growth is Claude Code, which has reached a $2.5 billion annualized revenue run rate. Anthropic is positioning itself as the 'enterprise-first' frontier lab, with over 500 customers now... learn more