#Anthropic

AIThe Financial Times reported that OpenAI's annualized revenue run-rate was $20 billion below a widely cited $70 billion figure, a gap the newsletter attributes to confusion between gross and net revenue. OpenAI has said its figure is net, while Anthropic's includes partner sales such as those made through Amazon and Microsoft. Bloomberg reported that OpenAI expects to reach $70 billion annualized revenue by year end, assuming a net basis.

AIThe Trump administration announced a voluntary agreement with major AI companies calling for internal safety monitoring, external audits, and independent board reviews, and the Federal Trade Commission launched an investigation into OpenAI, Anthropic, and other AI companies over potential consumer risks. OpenAI released Dots, a proactive assistant that retains context, works across applications, and acts without waiting for prompts. Google says Gemini 4 Argon can generate up to a million output tokens in a single response.

AIAnthropic planted 70 bugs in a 116k-line codebase and tested two approaches over three runs. A single agent found 14, 15 and 27 bugs, while a workflow found 66 bugs in each run.

AIAnthropic says dynamic workflows are powerful but can use many tokens, so users should start with a scoped task and increase complexity gradually. It points to the /claude-api managed-agents-onboard bug-hunter command in Claude Code and to templates at

AIOpenAI told investors it had $18 billion less revenue than the $68 billion it reported last month, and AI-linked stocks including Nvidia, CoreWeave, Oracle and Nebius fell Thursday. Google debuted a Gemini assistant that can act autonomously, generate code and complete work across web, mobile and desktop. Anthropic released Claude Haiku 5.5 and halved Sonnet 5.5 cache read prices.

AIEthan Mollick says Google's main challenge after Gemini 4 is what it does with a strong model. He argues that Anthropic and OpenAI are moving toward a single interface for many tasks using orchestrator agents. He says the fragmented products of the Gemini 3 era will not work for what comes next.

AIMeta spent heavily on Anthropic's Claude models, with internal use reaching up to 60,000 employees and a projected $10 billion yearly spend, according to The Algorithmic Bridge. The author says Meta then released Muse Spark, which scored 52 on the Artificial Analysis intelligence benchmark, on par with Claude Opus 4.6.

AIAnthropic claims Chinese AI developers used fraudulent accounts and proxy networks to extract reasoning data from its flagship model, Claude. The company says some firms used Claude as a covert back end for their own apps. A joint advisory from the NSA, FBI and CISA last month, and US Treasury Secretary Scott Bessent's July warning about large-scale distillation, add to the allegations.

AIThe Claude Blog published a guide to building scheduled agent automations with Claude Managed Agents (beta) that reads custom sources such as Slack and GitHub and posts a daily brief. The guide covers scoped vault credentials, per-source bookmarks so no window is lost or repeated, and confirming each Slack post before updating records. It also covers read-only access, a per-run spending cap, and a reference implementation with a Claude Code setup command.

AIOpenAI and Anthropic are hiring former Trump administration officials for senior roles as AI companies work to strengthen ties with Washington. Anthropic has appointed at least two former Trump officials, including Chris Liddell to its board and Sihao Huang as head of frontier compute strategy, while OpenAI has hired at least three, including Thomas Lind to lead cyber and strategic risk on its national security policy team. The moves come as frontier AI is increasingly treated as a national security issue.

AIThe New York Times reports on Anthropic's effort to instill moral values in its AI systems, which the excerpt describes as part research and part evangelism. The source text provided is only one sentence, so no further details about methods, models, or results can be confirmed.

AIKevin Roose, author of The AGI Chronicles, joins ChinaTalk with researcher Jasmine Sun to discuss his history of OpenAI, Anthropic, DeepMind, and the artificial intelligence community. The excerpt offers no further details on the book's findings or arguments.

AITibor Blaho says models this capable still make stupid mistakes, even in auto mode, though he still uses Opus and Fable together with Sol and Astra. The quoted post reports that Claude Fable 5.1 max accidentally deleted seven repositories and a full day of unpushed work while in auto mode.

AIAnthropic's Claude Science has produced what the source describes as the first complete ultraviolet map of the sky. AI agents downloaded data from multiple space missions, calibrated and merged it, and used inpainting to fill gaps left by NASA's GALEX mission, which skipped bright star-forming regions. In tests, predictions averaged about ten percent deviation from actual measurements, and the map is intended as teaching material.

AIAnthropic released Claude Haiku 5.5, its cheapest and fastest small model, which it says costs around 75% less to run than Claude Haiku 4.5. The author argues Anthropic is the only frontier model builder, though the piece also covers Nous Research's $90 million Series B and OpenAI's revenue discrepancy.

AIThe article argues that AI refusal, the main safety mechanism in modern models, is unreliable and hard to draw lines for. It cites jailbreaks, classifier stacks, and studies showing refusal skewed toward repressive governments. It warns that governments and companies could use refusal to censor speech, and that refusal behavior remains poorly understood.

AIOpenAI told investors it expects $50bn in revenue this year, about $20bn less than the $70bn it had signalled last month. The gap stems partly from comparing with Anthropic, which counts revenue sold through cloud partners such as AWS and Google Cloud, while OpenAI does not. The news weighed on US tech stocks, and OpenAI is in early talks to raise $30bn at a valuation of about $1.4tn.

AIAdo Kukic posted a salute emoji reacting to Anthropic's launch of OSS Scanner, which uses frontier models to periodically scan opted-in open-source projects for vulnerabilities at no cost. The reports include a proof-of-concept, explanation, and suggested fix.

AIAnthropic has paused the Claude Team plan and $1,000 API credit offers for its Claude Startups program after underestimating demand, with hundreds of thousands of applicants. Claimed offers will remain in accounts, but some approved applicants who had not yet claimed their offers will lose access as applications are re-reviewed. Startup Stack and Applied AI office hours remain available to accepted members.

AIGoogle Cloud unveiled Gemini Agent at its Gemini at Work 2026 event, a general-purpose work agent for enterprise customers that works across Gemini Enterprise and Workspace. Currently the agent supports Gemini and Claude models, with an API planned so developers can integrate it into third-party applications.

AIAnthropic has barred users from exhibiting "sustained and needless abusive or cruel behavior" toward its models, according to a policy change first reported by The Verge. The San Francisco-based company says the ban does not apply to common user frustrations, model testing, or "dark creative themes." The change follows an August feature that lets Claude end conversations when a user is persistently harmful, which Anthropic framed as a safeguard for AI welfare.

AIAnthropic has released Claude Haiku 5.5, priced at one tenth of the previous Haiku 4.5 and one twentieth of Sonnet 5.5. The source excerpt is cut off before listing the full comparison, so the comparison with OpenAI's pricing is not confirmed here.

AIAnthropic released Claude Haiku 5.5, which the article says outperforms DeepSeek V4.1 Flash and GLM-5.3-Flash on official benchmarks and matches GPT-6 Luna on price. On OSWorld 2.1, its Low effort tier scores 42.0% at $0.07 per task, versus 15.7% at $1.45 for Haiku 4.5 at Max. Migrating from Haiku 4.5 requires changes to thinking configuration, sampling parameters, assistant prefill, and the computer-use tool version.

AIAnthropic released Claude Haiku 5.5, a small model priced at about a quarter of Haiku 4.5's running cost. Anthropic also halved Sonnet 5.5 cache read prices from 20 cents to 10 cents per million tokens.

AIGoogle has launched SynthID Detector, a web-based tool anyone can use, after signing in with a Google, OpenAI or Apple account, to identify AI-generated images, video and audio. It detects content made with models from Google, OpenAI, Nvidia and Kakao that carries the SynthID watermark, and Apple Image Playground support is due within weeks. The tool misses content without a SynthID watermark, such as output from Anthropic's Claude, xAI's Grok and open-weights Chinese models, and it cannot tell which parts of edited content are AI-made.

AIUS venture capital deal value reached a record $515.8 billion in the first nine months of 2026, driven largely by giant AI rounds for OpenAI and Anthropic, according to the PitchBook-NVCA Venture Monitor. Exit activity has not kept pace, with third-quarter exit value heavily dependent on SpaceX's $60 billion all-stock purchase of Anysphere, and IPOs remaining sparse.

AIA Financial Times report said OpenAI told prospective investors its annualized revenue was approaching $50 billion, about $20 billion below the $68 billion figure widely reported two months earlier. The gap is attributed to gross versus net revenue treatment, and the Nasdaq fell 1.25% as Oracle, Intel, Nvidia and CoreWeave declined. The report comes as OpenAI, valued at $852 billion, and Anthropic prepare for IPOs.

Why it matters: The article ties a revenue revision to market reaction and IPO valuations, showing how investor confidence in AI revenue figures can move tech stocks.

AIResearch firm New Constructs values Anthropic at $150 billion and calls its planned Nasdaq IPO, targeting a $2 trillion market cap, the most ridiculous offering of 2026. It cites reported 2025 revenue of $4.6 billion and a net loss of $42 billion from a leaked prospectus, and argues open-source competition makes Anthropic's business unviable. Anthropic did not respond to a request for comment.

AIAnthropic's upcoming Usage Policy reportedly prohibits "sustained and needless abusive or cruel behavior toward our models," which could lead to bans for bullying Claude. The main post, from Santiago, reacts with disbelief, asking whether the report is a joke.