Bending Spoons bought Airtable for US$1.285 billion, a fraction of the US$11.7 billion it was worth in 2021. SpaceX confirmed Terafab in Texas, set to become the largest chip factory in the world. Meta launched its first coding agent and published benchmarks where it lands in second place, betting on transparency. OpenAI's first gadget with Jony Ive is reportedly a screenless, donut-shaped speaker priced at US$300 to 400. And DeepSeek V4-Flash reopened the price war with tokens at US$0.14 per million.
I've filtered out the noise for you
Five stories that show where AI is heading this week: a historic collapse in software valuation, the most ambitious chip factory on the planet, Meta's turn toward transparency, OpenAI's first piece of hardware, and a fresh round in the model price war.
1. Airtable just sold for a fraction of its value
Bending Spoons agreed to buy Airtable for US$1.285 billion in cash, a discount of more than US$9 billion from the US$11.7 billion valuation the platform reached in 2021. Airtable, the no-code tool that blends a spreadsheet with a database, generates around US$480 million a year in revenue and is used by more than 500,000 organizations, including 80% of the Fortune 100. It is Bending Spoons' first acquisition since its Nasdaq listing.
2. SpaceX is building the biggest factory on Earth
Elon Musk confirmed Terafab, a chip plant in Grimes, Texas, spanning more than 100 million square feet: fifty times the Pentagon and the largest building on the planet. The investment starts at around US$16.8 billion and could scale past US$100 billion. It will manufacture logic and memory chips for Optimus robots, Cybercabs, and SpaceX's space-based data centers.
3. Meta launched a coding agent and showed where it loses
Meta launched Muse Code, its first coding agent, and published benchmarks where it lands in second place behind models like Claude Opus 5. Its differentiator is transparency: it logs every call, execution, and file change to a local log before it acts. It is an unusual move in an industry where companies usually show only the tests they win.
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4. OpenAI's first gadget is a screenless donut
Early reports on the device OpenAI is building with Jony Ive point to a screenless, donut-shaped speaker about the size of a hockey puck, with a camera, microphones, sensors, and dynamic lighting. The estimated price sits around US$300 to 400 and the launch would be in 2027. It would compete head-on with the Amazon Echo and Google Home.
5. DeepSeek just reignited the AI price war
DeepSeek launched V4-Flash at around US$0.14 per million input tokens and US$0.28 for output, and some third-party providers offer it up to 51% cheaper. Its capacity sits below the premium models, but the price reopens the war that already pressured OpenAI and Anthropic. For businesses, it means models that keep getting cheaper.
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