Friday, February 13, 2026
TL;DR
Anthropic's $30B raise at $380B valuation dominates, but the real story is the intensifying model wars—MiniMax M2.5 emerges as a serious open-source contender beating Opus 4.6 on SWE-Bench, OpenAI counters with speed-focused GPT-5.3-Codex-Spark, and OpenClaw's viral 180K installs in one week signals explosive demand for autonomous coding agents.
Narrative
Notable Posts
$30B raise at $380B valuation, $14B ARR, 10x growth 3 years running [5602L 329RT]
Claude Code WAU doubled since January; non-coders now building with it [3470L 93RT]
M2.5 release—80.2% SWE-Bench, Ollama partnership for free access [785L 62RT]
GPT-5.3-Codex-Spark research preview, speed-focused release [1633L 171RT]
OpenClaw critique—"just n8n with a chat interface," 1,800 instances leaking credentials [8L 2RT]
Source Tweets
We’ve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research, continue to innovate in products, and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are.
A huge part of this raise is Claude Code. Weekly active users doubled since January. People who've never written a line of code are building with it. Humbled to work on this every day with our team. https://t.co/zz0vvCPHXg
MiniMax-M2.5 is now open source. Trained with reinforcement learning across hundreds of thousands of complex real-world environments, it delivers SOTA performance in coding, agentic tool use, search, and office workflows. Hugging Face: https://t.co/Wxksq9BB7t GitHub: https://t.co/WFS2PJHk9l
Anthropic is partnering with @CodePath, the US's largest collegiate computer science program, to bring Claude and Claude Code to 20,000+ students at community colleges, state schools, and HBCUs. Read more: https://t.co/Cie8Jes16Y
GPT-5.3-Codex-Spark is now in research preview. You can just build things—faster. https://t.co/85LzDOgcQj
Chris Liddell has been appointed to Anthropic's Board of Directors. Chris brings over 30 years of leadership experience, including as CFO of Microsoft and General Motors, and as Deputy Chief of Staff during the first Trump administration. Read more: https://t.co/xPL9N0u04i
❤️ We are partnering with @MiniMax_AI to give Ollama users free usage of MiniMax M2.5 for the next couple of days! ollama run minimax-m2.5:cloud Use MiniMax M2.5 with OpenCode, Claude Code, Codex, OpenClaw via ollama launch! OpenCode: ollama launch opencode --model https://t.co/bHVK37NEqD https://t.co/PbNN52hqpd
We've seen massive demand for MiniMax M2.5 on @opencode today, and a few users briefly ran into rate limits. We've already expanded capacity to support the surge. Big thanks to @thdxr and @fanjiewang for the quick response. Try M2.5 again now on @opencode 💪
Our run-rate revenue is $14 billion, and has grown over 10x in each of the past 3 years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg
We’re open-sourcing ecdysis: a Rust library for graceful service restarts. No dropped connections, no manual socket handoffs—just seamless transitions when you update your code. https://t.co/l3pddMycxl
Key Themes
$30B raise, $380B valuation, $14B ARR with 10x growth for 3 consecutive years. Claude Code cited as key driver with weekly active users doubling since January.
→ Anthropic is positioning as the enterprise infrastructure layer for AI, not just a model provider.
MiniMax M2.5 claims 80.2% SWE-Bench (beating Opus 4.6), 37% faster than M2.1, at $1/hr. Weights promised "really soon." GLM-5 claims #1 open model in Code Arena.
→ The performance gap between closed and open models is collapsing faster than expected.
GPT-5.3-Codex-Spark trades accuracy (77%→58%) for speed, while Gemini 3 Deep Think and Codex 5.3 push "slow reasoning" as the new paradigm.
→ Model differentiation is shifting from raw capability to optimized compute allocation strategies.
OpenClaw hits 180K installs in one week; Claude Code now authors 4% of GitHub commits. Security concerns emerge (1,800 instances leaking API keys).
→ The "copilot" era is ending; we're entering autonomous rewrite territory with real security surface area.
TechWith_Nova claims 40K TikToks/month via AI pipeline; Arcads competitor making 348+ videos/day. "Dead internet theory" acceleration.
→ Content marketing is being automated at scale, but quality signal-to-noise ratio will become the new battleground.
Trending Topics
Outlook
MiniMax M2.5 momentum as weights drop and integrations proliferate; OpenClaw security discourse as adoption outpaces best practices
Consolidation around 2-3 coding agent platforms as the market shakes out; enterprise security frameworks for agent deployment
MiniMax "Mx" model teased in training; Claude Code feature drops in response to competition; first major security incident from autonomous agent deployment