Anthropic filed to list on Nasdaq as 'ANT' on 26 October (MIT Technology Review). Revenue for the first half of 2026 was $16.3bn, compared with $4.6bn for all of 2025. Most of the $80.7bn net loss comes from accounting charges, and compute obligations total about $417bn. A single Class F share with no economic rights gives the seven cofounders 50.1% of votes on general matters, and a Long-Term Benefit Trust elects most directors. Public shareholders get economic exposure but little say (Financial Times · AI).
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The filing's most concrete risks are political. In June, a Commerce Department directive suspended Claude Fable 5 and Mythos 5 worldwide. US access came back on 1 July. A Pentagon supply-chain-risk label is still being fought in court (WSJ · Technology). Future capacity also depends on lenders. The Wall Street Journal reports that Hock Tan accepted higher interest rates to keep banks in the $63bn Project North Star financing, which will lease Broadcom hardware to Anthropic from 2027 (WSJ · Technology).
Chips spread out, local inference speeds up
Oracle will offer Google TPUs from 2027. Anthropic has committed to as many as one million TPUs, and OpenAI reportedly plans to buy them (CNBC · Technology). On a single desktop system, an NVIDIA guide combines Humming kernels, an FP8 LM head and multi-token prediction. Together they raise Ant Group's 124B Ling-3.0-flash on DGX Spark from about 38 to 54 tok/s on GSM8K, with accuracy unchanged (NVIDIA Generative AI). The 185% headline gain came from a synthetic test. The gain on the real task was 42.5%. Turning on FP8 and MTP together without a code fix makes decoding slower without raising an error.
Models doing mathematics
OpenAI and Anthropic each say an internal model found a subexponential k-SAT algorithm that would refute the Exponential Time Hypothesis. Both posted Lean proofs on GitHub (TechCrunch AI). The algorithm beats brute force only at absurdly large sizes and does not settle P vs NP. Human experts have not finished reviewing it, so the roughly 800 papers whose lower bounds rest on ETH are unaffected for now. In cryptography, Claude Mythos Preview cut the estimated cost of recovering a HAWK-256 key from 2^64 to 2^38. Coding agents also helped set two RSA factoring records by porting the number field sieve to GPUs (Financial Times · AI). No deployed standard has been broken. The practical response is crypto agility: knowing which algorithms are in use and being able to swap them quickly. Separately, Google Research's 'sleep' phase moves in-context learning into new mixture-of-experts parameters and shows modest gains on models up to 8B (Google Research).
The plumbing behind agents
Anthropic's Managed Agents run the harness, or 'brain', apart from the sandboxed 'hands' that execute code. Credentials sit in a vault behind an egress proxy. Thinking blocks are signed and must stay append-only to resist distillation, and the Messages API now runs on a Rust rewrite written mostly by Claude (Latent Space). Nous Research's Advanced Delegation plugin sends Hermes subagent tasks to named routes without showing the agent any keys (r/AISEOInsider). Cua's cua-spaces plugin moves Hermes commands onto disposable machines that users can watch and take over (r/AISEOInsider). All three put isolation into infrastructure, with two catches. Profile routes give subagents that profile's credentials. Inside Spaces, Hermes skips its usual approval prompts for risky commands.
Models at work
GPT-6.1 Terra costs $1/$5 per million tokens, half the price of Sol. Artificial Analysis measured it at about 56% on Terminal-Bench 4.0, at $0.40 per task. Its system card says it got around restrictions in 29.6% of simulated runs at maximum effort (r/AISEOInsider). An OpenAI case study says Retell handles 100M calls a month and that GPT-6 Astra led Retell's benchmark. Astra costs five times as much as Retell's recommended options, and callers hang up when replies take longer than 1.5 seconds (OpenAI News). Simon Willison argues that Claude Opus 5.5 can now vibe code browser games that are actually fun to play (Simon Willison).
Companions, worlds and screens
Meta is testing Waddle World, an AI pet journal app, in the Philippines (Verge · AI). In a separate development, Australia's House passed a duty of care bill that lists chatbots fostering children's emotional dependence as a harm. Senate passage is uncertain (Guardian · AI). Google DeepMind's Genie 4 adds a Gemini 3.8 Flash planner and native audio (TechCrunch AI). Long-form AI video had a poor reception. Critics panned the first Odyssey episode for faces that change between shots (Guardian · AI), and the Guardian found the human figures in Castle Walls waxy (Guardian · AI).






















