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Corgi's $1.3B Bet, Regulation Flip & DeepSeek's Quiet Landing
Audio is available on Spreaker — see link below.
AI insurance unicorn Corgi hits $1.3B on a trucking play, Paul Tudor Jones says 80% of the industry now backs AI regulation, and DeepSeek V4 lands without a ripple. Three signals that show where enterprise AI money, policy, and global competition are heading right now.
Audio is available on Spreaker — see link below.
Corgi AI just hit a one point three billion dollar valuation, and the product it's staking that valuation on is long-haul trucker insurance. That's the kind of sentence that sounds strange until you look at the numbers behind it.
Now the regulatory picture is shifting at the same time, and the person making the clearest noise about it this cycle is Paul Tudor Jones. The billionaire investor told CNBC that governments need to regulate AI tomorrow.
DeepSeek previewed its V4 model this cycle. Enhanced reasoning, stronger agentic capabilities, built on Huawei chips given US export controls on Nvidia hardware.
There's one more thing worth watching. The Wall Street Journal is reporting that the US and China may put AI safety on the agenda at a potential Trump-Xi meeting.
The through-line across all of this is timing. Corgi's raise is a bet that insurance automation is past the early-adopter phase and entering the scaling phase.
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