AMD Buys World Labs for $8.2B, Anthropic S-1 Leaks $518B Compute Commitments

20VC · rss · 2026-10-01

This week's 20VC roundup covers major deals: Anthropic's leaked S-1 shows an $8B operating loss and $518B in compute commitments, with founders moving to lock in 50.1% voting control; Instinct raised $1B at a $10B valuation; AMD is buying Fei-Fei Li's World Labs for $8.2B; Meta poached MongoDB's CEO as shares plunged 20%; Modal hit a $15B valuation while Baseten eyes $26B; OpenAI reopened its $200 plan with halved benefits; plus Bessemer's $5.75B raise, Oura pulling its IPO, and Nubank eyeing an $8–12B Monzo takeover.

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