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AI Daily Brief — 11 November 2025

Tuesday compressed three structural shifts. Moonshot AI’s Yang Zhilin hosted a Reddit r/LocalLLaMA AMA at 00:00 Beijing time with partners Zhou Xinyu and Wu Yuxin — 21 questions about K2 Thinking. Walked back the viral $4.6M training-cost figure as “not official” because R&D + experiments make it hard to quantify; confirmed training on H800 GPUs with Infiniband; previewed K3 with the new KDA (Kernel Attention Dual Architecture) and possible multimodality. Anthropic announced a $50B US data-center plan — starting in Texas + New York with UK GPU-cloud Fluidstack; first sites online 2026; 800 permanent jobs + ~2,400 construction roles. First time Anthropic builds capacity directly rather than renting from AWS or Google Cloud. Wonderful (Tel Aviv) closed $100M Series A led by Index (Insight + IVP + Bessemer + Vine) — just four months after a $34M seed, bringing total to $134M. Wonderful claims >80% resolution rates on voice/chat/email across markets and languages. Anthropic deprecated Claude 3.7 Sonnet on Vertex AI effective Nov 11 (full shutdown May 11, 2026) — customers steered to Sonnet 4 / 4.5; signals how fast the Claude 4 family displaced 3.x in production. Meta + Hugging Face launched OpenEnv — open-source platform standardising sandboxed environments for AI agents; OpenEnv 0.1 RFC covers packaging + isolation + unified action schema. “Docker Hub for agent environments.” Project Prometheus (Bezos) confirmed with $6.2B at launch, co-CEOs Bezos + ex-Google Vik Bajaj; mid-month reporting flagged additional $10B round at $38B (BlackRock + JPM). d-Matrix priced $275M Series C at $2B (Microsoft-backed; BullhoundCapital + Triatomic + Temasek lead with QIA + EDBI + M12); Corsair accelerators claim 10× faster, 3× cheaper, 3-5× more energy-efficient inference vs NVIDIA. Total $450M. Global AI app downloads hit 490M in October per industry data — top 5: ChatGPT, Gemini, Perplexity, Doubao (ByteDance), InShot; Doubao captured ~4% of global AI app downloads.

Top stories

  • Yang Zhilin Reddit AMA for Kimi K2 Thinking. 00:00 Beijing time with Zhou Xinyu + Wu Yuxin. 21 questions. Confirmed H800 + Infiniband training. Previewed K3 with KDA + possible multimodality. via 36Kr
  • Walks back $4.6M K2 Thinking cost as “not official”. R&D + experiment spend dwarfs headline training run. Picked up widely as counter to Silicon Valley narratives about Chinese shoestring training. via Yicai
  • Anthropic $50B US data-center build. Texas + New York with UK Fluidstack — first sites 2026; 800 permanent + ~2,400 construction jobs. First time Anthropic builds capacity directly. via TechCrunch
  • Wonderful $100M Series A at $134M total. Tel Aviv. Index lead with Insight, IVP, Bessemer, Vine. 4 months after $34M seed. >80% resolution rates on voice/chat/email across markets + languages. via TechCrunch
  • Anthropic deprecates Claude 3.7 Sonnet on Vertex. Effective Nov 11; full shutdown May 11, 2026. Steered to Sonnet 4 / 4.5. Signals how fast Claude 4 family displaced 3.x in production. via Vertex AI Release Notes
  • Meta + Hugging Face launch OpenEnv 0.1. Open-source platform standardising sandboxed AI-agent environments. RFC covers packaging + isolation + unified action schema. “Docker Hub for agent environments.” via InfoQ
  • Project Prometheus (Bezos) confirmed with $6.2B. Co-CEOs Bezos + ex-Google Vik Bajaj. AI for manufacturing, aerospace, automotive, drug development. Additional $10B at $38B in motion (BlackRock + JPM). via Tech Funding News
  • d-Matrix prices $275M Series C at $2B. Microsoft-backed. BullhoundCapital + Triatomic + Temasek lead; QIA + EDBI + M12. Total $450M. Corsair claims 10× faster, 3× cheaper, 3-5× more energy-efficient inference vs NVIDIA. via d-Matrix
  • Global AI app downloads 490M in October. Top 5: ChatGPT, Gemini, Perplexity, Doubao (ByteDance ~4% global share), InShot. Underlines Chinese consumer AI traction. via Global Times

Who shipped

Moonshot AMA + K3 preview. Anthropic shipped $50B build + Vertex deprecation. Wonderful + d-Matrix shipped rounds. Meta + HF shipped OpenEnv. Bezos formalized Prometheus. OpenAI, Google, xAI quiet on launches.

Open-source pulse

OpenEnv is the day’s open-source structural story — Meta + HF aligning on agentic-environment standard. K2 Thinking K3 preview (KDA + possible multimodality) signals Moonshot trajectory.

Money, infra & hardware

Anthropic $50B + Wonderful $100M + Project Prometheus $6.2B (with $10B more in motion) + d-Matrix $275M = a $56B+ Tuesday capital chord. Anthropic building its own DC capacity (vs renting) is structurally novel.

Quiet corners

Google Threat Intelligence Group + Anthropic disclosed in-the-wild malware calling LLMs at runtime to dynamically generate malicious scripts + evade detection — step-change in AI-cybersecurity threat surface heading into year-end.

By the numbers

  • $50B / 800 / 2,400 — Anthropic US build / permanent jobs / construction jobs
  • $100M / $134M / 4 months — Wonderful Series A / total / time from seed
  • $6.2B / $38B / $10B — Prometheus launch / valuation in motion / next round target
  • $275M / $2B / $450M — d-Matrix Series C / post-money / total raised
  • 490M / ~4% — global AI app downloads October / Doubao share
  • 21 — questions Yang fielded in AMA
  • Most-mentioned company: Anthropic
  • Quietest segment: OpenAI launches

Compiled by AI Feed’s editor from verified web sources for 11 November 2025.