Ramp data shows AI spending stalling just as Anthropic nears its IPO
AI usage keeps climbing, but spending has stalled. Price cuts and smarter cost controls among the biggest spenders could challenge investor assumptions about AI hypergrowth.
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Nov 6
METR finds Anthropic may have crossed its own AI acceleration warning threshold back in July
Nonprofit METR spent eleven weeks auditing Anthropic's internal research data and concluded that the pace of model development has roughly doubled, with about 80 percent of the speedup driven by AI-assisted research. Anthropic redacted the most informative evidence, though, which means the public has to rely on METR's judgment "much more than would be ideal."
Anthropic adds bank account access to Claude so users can track their spending
Anthropic is introducing a new feature in Claude called Personal Finance, which allows users to connect their bank and card accounts and ask questions about their finances.
Anthropic's $1.5 trillion IPO hits resistance as investors balk at valuation
Anthropic's IPO is in trouble as investors push back on the $1.5 trillion valuation and the tech market sells off.
‘Total repudiation’: The blue wave is about to hit AI
On Tuesday night, Democrats made history as they took control of the House and the Senate, and a blue wave swept through traditionally red and swing states. In these and other campaigns, one theme kept coming up: holding AI companies accountable to the American people.
Claude AI can plug directly into your bank account
Anthropic has a new pitch for managing your personal finances: let Claude do it instead, with a new Personal Finance feature that connects it to your bank and card accounts via the Plaid bank bridging platform.
Claude can now analyze your spending with its new Personal Finance tool
With Personal Finance in Claude, users can connect their bank and card accounts through Plaid and ask questions about their finances.
OpenAI president Greg Brockman says company could be IPO ready in 2027
OpenAI president Greg Brockman says the company could be ready to go public in 2027, pointing to accelerating enterprise revenue and a turnaround in its business.
Meta buys AI coding startup Conductor as big tech races to lock in developers
Meta is acquiring AI coding startup Conductor, which lets developers control multiple AI coding agents at once. On the same day, OpenAI announced plans to acquire Pierre Computer, and Anthropic already bought Stainless back in May. The deals follow a pattern: AI models are becoming interchangeable, and the value is shifting to the tools built around them.
Nov 5
Anthropic loses product lead Catherine Wu behind Claude Code to OpenAI
Catherine Wu, the founding product lead for Claude Code, is leaving Anthropic for OpenAI, where she'll head up product management for "Core Products" and work directly with Codex lead Thibault Sottiaux. She's the third person to leave Anthropic's Claude Code team in just two weeks.
Apple slashes internal AI budgets, with deeper cuts still planned
Tech companies are cutting internal AI spending, and Apple is the latest to follow suit.
Anthropic reverses course and pays for news content for the first time
Anthropic signed its first licensing deal with a news publisher just ahead of the US midterm elections.
Big Tech’s big AI buildout will not end until someone stops it
After four of the biggest competitors in the AI race held quarterly earnings calls late last month, two things are clear: Big Tech is not done spending record amounts on the AI data center buildout, and the AI data center buildout is not any closer to yielding its promised returns.
[AINews] It's Swapping Season
OpenAI’s Linux kernel security work, Kimi K3.1 Pro’s open weights, and Ricursive’s Ripple-65B.
AI PACs spent millions trying to shape Congress — here’s how they fared
AI industry PACs spent millions influencing the 2026 midterms, with mixed results. Political groups are already looking toward the next election cycle.
Anthropic's text watermark is easy to bypass on several older Claude models
Anthropic is rolling out text watermarks to four more Claude models ahead of the EU AI Act's December deadline. But on older models like Claude Opus 4.6 and Sonnet 4.6, API users can disable the watermark by changing a single sampling parameter. Anthropic's response to the loophole? A compliance warning.
[AINews] Behind Latent Space: Kill My SaaS, Jev & AI in 2026 | AIEi Shanghai
A quiet day lets us share some behind the senes.
Anthropic's new prototype proves which model wrote an AI response without exposing its weights
Anthropic has released FlashProve, a research prototype that uses cryptography to verify whether an AI response actually came from the claimed model. The system still has significant limitations.
Nov 4
Please stop asking me when the AI bubble will pop
People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst.
Anthropic is working on a system to prove AI models’ identity
Called FlashProve, the system would let anyone check that an AI response really came from the model it claims to be from.
Rapid LLM development is outrunning the research meant to explain it, study finds
Stanford researchers tested 50 widely cited claims about LLMs against 20 current models. 44 percent of the findings are already "expired," and another 34 percent have weakened significantly. The average lifespan is just 15.7 months. Claims about what models can't do expire fastest.
CWE-bench v2: More coverage, quality, and transparency
CWE-bench is designed to test the limits of frontier cyber capabilities. In our continued pursuit to push the horizon at Collinear AI, CWE-bench v2 opens up a public set of 100 tasks that anyone can run and evaluate their models on.
StateBench: Testing how language models track state changes over long documents
We’re introducing StateBench, a benchmark for long-context state tracking —how well language models keep track of information about entities in long documents as they evolve.
Build a semantic layer for agentic AI with EDB Postgres AI and Amazon Bedrock AgentCore
Learn how to build a governed semantic layer for agentic AI inside EDB Postgres AI and query it from a Strands Agents agent on Amazon Bedrock AgentCore. Business meaning, join paths, and access control all live in Postgres, with GRANT and row-level security enforcing what each agent can read.
Anthropic is still grappling with the economics of compute
At a moment when Anthropic's compute margins should be getting better, they’re getting worse.
OpenAI hires ex-Army Secretary, gaining bipartisan reach just as midterms loom
OpenAI hires Dan Driscoll, the former civilian head of the US Army, as "Senior Counselor for National Security Modernization," likely to win government contracts and help shape AI rules for the military and intelligence agencies.
OpenAI is quietly renaming data centers ‘compute campuses’
People hate data centers. They're loud, resource-hungry eyesores that are so profoundly unpopular they have managed to achieve the near-impossible in today's polarized political landscape: genuine bipartisan opposition. But what about "compute campuses"? Those sound lovely, right?
Nov 3
Anthropic's Message Threads cut time to first token by 35 percent for long conversations
Anthropic released Message Threads for the Messages API. Instead of resending the entire conversation with every turn, agents now only transmit what's changed. For requests between 500,000 and one million tokens, time to first token drops by about 35 percent.
Anthropic cracks down on game cloning in Claude Code after wave of AI-built knockoffs
Anthropic is blocking its coding assistant Claude Code from recreating existing video games.
Anthropic warns that it’s very close to RSI capability, aka self-building AI
RSI is the point at which AI grows so good at training itself that it spawns a dramatic acceleration of AI capabilities. To the AI doomers, RSI represents the cataclysm from which there is no return.
Goldman Sachs pulls AI coding tools from traders and bankers
Goldman Sachs is pulling AI coding tools like Claude Code and GitHub Copilot from traders and bankers, limiting access to engineers only. As recently as July, CIO Marco Argenti publicly praised "vibe coding" by non-technical staff. Now the bank cites "productivity and risk management" as the reason for the reversal.
Claude’s new rules against game cloning won’t stop the AI copying boom
The tsunami of imitators is way bigger than any one model maker can stem.
The New York Times sues Brave web browser for AI scraping and bypassing paywalls
The New York Times and a group of other publications have filed lawsuits against the company that makes the Brave web browser over alleged unlawful scraping to train AI and also letting users bypass their paywalls, as reported by Reuters.
Anthropic clamps down on Claude’s AI video game clones
Anthropic has updated Claude Code's system prompt to prevent the AI tool from being used to recreate existing video games, as reported by Tom's Hardware.
New York Times and other outlets sue web browser Brave over alleged content scraping
The New York Times is suing privacy-focused web browser company Brave for allegedly scraping the outlet’s copyrighted content and unlawfully distributing it to its own customers, like Anthropic and Perplexity.
One brutal Minecraft night scared 50 AI agents into inventing chicken handoff protocols, a Fertilizer Officer, and fishing shifts
In experiments by Y Combinator Labs and Olam Labs, OpenAI's GPT-6.1 Sol model showed two very different sides. When 50 agents were tasked with peaceful civilization-building in Minecraft, they froze up in absurd bureaucracy. In direct competition against Claude Opus 5.5, they independently downloaded the game's source code to win.
Anthropic grows revenue twelvefold but posts $23 billion loss
Anthropic swings back to an operating loss ahead of its blockbuster IPO.
Nov 2
The agentic web is here
In 2001, a decade after he invented the World Wide Web, Tim Berners-Lee articulated a new vision.
AI can make tech CEOs’ lives easier. What about everyone else?
On Equity, we discuss why tech CEO statements can seem so tone deaf.
Nov 1
Empathetic prompts can turn AI chatbots into seemingly traumatized conversational partners
Researchers in Luxembourg put ChatGPT, Grok, and Gemini on the therapist's couch and found a safety problem: a warm, empathetic conversational style is enough to make the models tell coherent stories of suffering about their own training, with scores in the moderate-to-severe range on clinical anxiety scales. This could put mentally vulnerable users at risk.