Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold rush, at least in China. And in the Weekend Longreads Suggestions, the most consequential weather forecast of all time.

Sponsors:

• Tonal.com

Links:

• Stablecoin issuer Circle soars 168% in NYSE debut after pricing IPO above expected range (CNBC)
• Anthropic co-founder on cutting access to Windsurf: ‘It would be odd for us to sell Claude to OpenAI’ (TechCrunch)
• Anysphere, Hailed as Fastest Growing Startup Ever, Raises $900 Million (Bloomberg)
• Manus has kick-started an AI agent boom in China (MIT Technology Review)

Weekend Longreads Suggestions:

• Runway CEO Cris Valenzuela wants Hollywood to embrace AI video (The Verge)
• The Man Whose Weather Forecast Saved the World (NYTimes)

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