The EU just gave Meta five days to open WhatsApp's business API to rival AI chatbots or face massive fines. Meanwhile, Anthropic beat OpenAI to filing for an IPO with $47 billion revenue run rate. Plus China's $295 billion AI infrastructure play and
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The EU just forced Meta to open WhatsApp's business API to rival AI chatbots — within five working days. Meta faces fines up to 10% of annual revenue if they don't comply. This isn't some technical dispute. Meta changed their policy in January to block every AI assistant except Meta AI from WhatsApp Business. The EU's antitrust chief was blunt about it: "leverage the vast reach and likely dominance of WhatsApp to benefit its own AI assistant." Meta's response was predictable. They said the EU decided that "OpenAI and some of the largest companies in the world can use the paid-for WhatsApp Business product for free." The walled garden just hit a regulatory wall.
Anthropic filed for an IPO and beat OpenAI to the punch. Revenue run rate hit $47 billion — up from $10 billion last year. That's not a typo. Both companies are positioning for trillion-dollar valuations when they actually go public. Think about that for a second.
I break down the IPO race math every morning in the newsletter — theBeyondbrief.com.
Google's Gemini 3.5 Flash went generally available today. It's 4x faster than comparable models and scores 76.2% on Terminal-Bench — beating Gemini 3.1 Pro on coding tasks. It's now the default model powering Gemini app and AI search globally. The speed is what matters here. When you're running agents at scale, 4x faster means 4x cheaper compute costs. Watch this one.
China dropped $295 billion on AI infrastructure. State-backed telecom giants China Mobile and China Telecom are leading the build-out, relying heavily on Huawei and domestic suppliers. One analyst said it straight: "China is not just trying to build better models; it is trying to control the compute layer, the power layer, and the supply chain." While everyone fights over NVIDIA chips, China's building the entire stack domestically.
Standard Bots raised $200 million Series C for industrial robotics. The round was led by RoboStrategy and General Catalyst, with Amazon's Alexa Fund participating. ICEYE pulled in €450 million — Europe's largest space-tech round in years. They're building radar satellites for governments and defense agencies. Both deals show where the money is actually going: real-world AI applications, not just software.
Apple's WWDC AI updates landed with a thud. The stock dropped 2% after they announced Siri improvements powered by Apple Intelligence in partnership with Google. The market's telling you everything. Apple's playing catch-up while everyone else is defining the future. Wrong move entirely.
We're watching the infrastructure race get serious. China's building domestic supply chains while the EU breaks up monopolies before they form. SpaceX is pitching orbital data centers at a $1.78 trillion valuation. The companies that control the full stack — compute, power, chips, satellites — are going to outlast everyone else.
That's your brief. Follow the show on Instagram @thebeyondbrief, find me on X @MichaelBenatar, and if you want this in your inbox every morning — theBeyondbrief.com. I'm Michael Benatar. See you tomorrow.