Skip to content
Source · Daily Brief

AI Daily Brief — 04 March 2025

Tuesday absorbed Monday’s capital and infrastructure shock. Anthropic’s $3.5-billion Series E at a $61.5-billion post-money valuation kept echoing through analyst coverage; Lightspeed framed it as backing “the company shaping the frontier of safe AI.” Anthropic detailed use-of-proceeds: next-gen AI systems, expanded compute capacity, deepened mechanistic-interpretability and alignment research, accelerated international expansion. CoreWeave’s S-1 from Monday continued to dominate AI-infra coverage with its 62% Microsoft concentration risk. Google Cloud’s Vertex AI Agent Engine reached general availability with billing officially commencing — Google’s agentic AI stack moves from preview into a metered product. South Dakota became the first state to act under the Gottheimer-LaHood letter campaign asking 47 states + DC to ban DeepSeek on government devices.

Top stories

  • Anthropic Series E day-2 coverage: $3.5B at $61.5B. Lightspeed-led syndicate detail continues — Bessemer, Cisco Investments, D1 Capital, Fidelity, General Catalyst, Jane Street, Menlo Ventures, Salesforce Ventures. Annual revenue run-rate up 30% in early 2025 from ~$1B in late 2024. via Built In SF
  • Anthropic Series E allocation detailed. Next-gen AI systems, expanded compute capacity, deepened mechanistic-interpretability and alignment research, accelerated international expansion. Lightspeed: backing “the company shaping the frontier of safe AI.” via Anthropic
  • CoreWeave S-1 dissected. $1.9B 2024 revenue, $863M net loss, 32 data centers, 250,000+ GPUs, 1.3 GW contracted power, 62% Microsoft concentration. Major data-point for the AI-infra build-out narrative. via Bloomberg
  • Vertex AI Agent Engine GA — billing commences. Google Cloud’s agentic AI stack moves from preview into a metered product offering for enterprises building production agents on Gemini. via Google Cloud release notes
  • South Dakota acts under Gottheimer-LaHood 47-state DeepSeek ban push. First state response after Monday’s letter campaign demanding immediate bans on DeepSeek from government-issued devices over privacy and national-security concerns. via Covington

Who shipped

Google Cloud shipped Vertex AI Agent Engine GA. OpenAI, Anthropic, Meta, xAI, and Mistral made no dated product launches. Butterfly Effect’s Manus AI sat 48 hours away.

Open-source pulse

No new Chinese release Mar 4. The pre-Manus buzz continued building; agentic-AI commentary out of China intensified around the upcoming autonomous-agent demo.

Quiet corners

xAI’s Grok 3 API remained pre-launch (eventual GA April 9 at $3/$15 per million for Grok 3, $0.30/$0.50 for Mini). Cohere’s Command R7B Arabic (Feb 26 release) continued enterprise rollout for MENA.

By the numbers

  • +30% — Anthropic revenue run-rate growth in early 2025
  • ~$18.2B — Anthropic total raised post-Series E
  • 1 state response (South Dakota) to the 47+DC letter push
  • Most-mentioned actor: Anthropic

Compiled by AI Feed’s editor from verified web sources for 4 March 2025.