Coinbase stablecoin deal, Anthropic Ind move, Reflection $2B raise, Gemini Enterprise, YouTube's 2nd chance

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Exclusive: Coinbase and Mastercard have both held advanced talks to buy stablecoin startup BVNK for around $2 billion
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• Coinbase and Mastercard are in advanced negotiations to acquire BVNK, a London-based fintech focused on stablecoin payment infrastructure.

• Deal size is reportedly between $1.5B and $2.5B, with Coinbase currently seen as the frontrunner.

• BVNK builds infrastructure for stablecoin payments, fiat ↔ stablecoin conversion, and treasury flows.

• Implication: This could be the largest stablecoin-sector acquisition yet, giving Coinbase or Mastercard control of key payment rails.

Expanding our global operations to India with our second Asia Pacific office
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• Anthropic will open its first India office in Bengaluru in early 2026.

• India already ranks second globally for Claude usage.

• The expansion is part of Anthropic’s plan to triple its international workforce.

• Implication: India is becoming a critical battleground for AI talent and adoption, though competition and regulation will be strong.

Reflection AI raises $2B to be America’s open frontier AI lab, challenging DeepSeek
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• Reflection AI, founded by former DeepMind researchers, raised $2B at an $8B valuation.

• The company is positioning itself as an open / hybrid alternative to closed labs like OpenAI and Anthropic, and as a U.S. counterbalance to Chinese AI firms like DeepSeek.

• Plans include releasing a large frontier model trained on tens of trillions of tokens.

• Implication: This signals strong investor appetite for alternatives to closed AI ecosystems, but execution in frontier AI is very capital and compute intensive.

Google launches Gemini subscriptions to help corporate workers build AI agents
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• Google has launched Gemini Enterprise, an AI platform designed for enterprises.

• It includes pre-built agents, a no-code agent workbench, and integrations with data systems like Salesforce, SharePoint, and Jira.

• The platform is tightly integrated with Google Cloud and GSuite.

• Implication: Google is moving aggressively into the enterprise AI space, competing with Microsoft and OpenAI. Adoption will hinge on trust, security, and ease of integration.

YouTube opens ‘second chance’ program to creators banned for misinformation
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• YouTube is piloting a program allowing some previously banned creators (particularly for COVID or election misinformation) to apply for new channels.

• Creators must wait at least one year before applying.

• Those banned for copyright or severe “Creator Responsibility” violations remain excluded.

• Implication: YouTube is experimenting with more flexible moderation, responding to political and regulatory pressure, but the scope remains limited.