dealmaker just dropped 🥁🥁🥁

DC friends — I’m making a last-minute trip next week. If you’re up for a coffee, DM me!

EXCLUSIVE: More than 35 filmmakers affiliated with Mubi — including Radu Jude, Aki Kaurismäki and Joshua Oppenheimer — have signed a letter urging the distributor to reconsider its relationship with investor Sequoia Capital over its Israeli military ties. "We don’t believe an arthouse film platform can meaningfully support a global community of cinephiles while also partnering with a company invested in murdering Palestinian artists and filmmakers," the letter reads.

New details on Anthropic round: Lead investor ICONIQ putting in $1 billion at a $170B valuation. Minimum check size is $200m. And Anthropic is now crossing $5B ARR, expecting to hit $9B by the end of the year.

Scoop: Iconiq Capital will lead Anthropic's next mega-round, valuing the OpenAI rival at $170 billion. QIA and GIC are also in talks to invest. w/ @shiringhaffary

A statement regarding @WSJ

Some breaking news w/ @jillrshah - Christine Hunsicker, the ex CEO of fashion platform CaaStle, has surrendered to US authorities this morning to face criminal charges. Follows the collapse of her tech startup earlier this year. @business

Scoop: Boris Cherny and Cat Wu are back at Anthropic, two weeks after joining Cursor. 🤯🤯🤯

“A lot of the early OpenAI people have achieved financial independence already. At some point, people are seeing a $25 million offer, and they’re just like, ‘Well, after tax it’s half that.’” new from me, inside the AI talent draft:

Paradigm is leading an investment in Kalshi—the CFTC-regulated prediction market—right on the heels of Founders Fund's investment in Polymarket. Scoop: