Anthropic IPO, Autolane Fundraising, Amazon AI Factories and More.
This Week in AI Newsletter: 12/3/2025
Anthropic has reportedly brought in Silicon Valley heavyweight Wilson Sonsini to begin early IPO preparation, another sign the company is moving from a high growth startup toward public-company readiness. If those plans hold, a debut could come as soon as 2026, and would rank among the largest tech IPOs on record, with some private-market discussions pegging a potential valuation in the $300B–$350B range (though timing and pricing are far from final). More here.
Autolane raised $7.4 million to continue building an “air traffic control” layer for autonomous vehicles by coordinating precise pickup and drop-off points on private property with both physical signage and software. The company is backed by investors including LAUNCH, Draper Associates, and Hyperplane. More here and watch Founder and CEO, Ben Seidl on This Week in Startups.
Anthropic announced it’s acquiring Bun, the high-performance JavaScript runtime, to accelerate Claude Code’s speed and stability. The company also said Claude Code hit a $1B run-rate revenue milestone just six months after its public launch. More here.
Amazon announced a new product called “AI Factories” that lets corporations and governments run AWS AI systems in their own data centers, with AWS managing the system and connecting it to other AWS services like Amazon Bedrock and AWS SageMaker AI. The offering, built in collaboration with Nvidia and supporting either Nvidia Blackwell GPUs or Amazon’s Trainium3 chip, targets organizations focused on data sovereignty by keeping both data and hardware on-premises. More here.
AWS unveiled three new “frontier” AI agents for coding, security, and DevOps, including Kiro, which it says can work on tasks independently for hours or even days. Most interestingly, Kiro is built around “spec-driven development,” learning your team’s standards over time so its code is meant to be production-ready—not just a quick prototype. More here.
Former Google researchers Anna Goldie and Azalia Mirhoseini have launched Ricursive Intelligence to use AI to automate advanced chip design, aiming to shrink custom-chip timelines from years to weeks or even days. The startup has raised $35 million from Sequoia Capital and Striker Venture Partners, valuing it at $750 million, and plans to release its first product next year. More here.
Waymo delivery is now live on DoorDash in Phoenix, customers who choose Standard delivery at participating DashMart locations may be matched with a fully autonomous Waymo vehicle. If assigned you would get in-app instructions and can securely unlock the trunk with the DoorDash app when the vehicle arrives to pick up your order. More here.
Optimus breaks into a run in a new video from Tesla, showing major progress in the last 2 years.
Brian Armstrong pitches Coinbase in 2012: