OpenAI raised only about $11 billion in its latest funding round, less than half of the $30 billion it was targeting. At $1.25 trillion, the valuation falls short of expectations, and major investors appear to be pulling back amid the recent tech sell-off. Meanwhile, rival Anthropic is pushing to go public as early as November.
Today on Decoder, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the numbers of the Anthropic IPO filing — a document known as an S-1.
Google is opening up Android Studio to third-party AI agents. Through a new "Bring Your Own Agent" feature, the IDE now supports more than 40 coding agents, including Anthropic's Claude Agent and OpenAI's Codex. Google says new terminal tools also help agents finish UI tasks 77 percent faster while using up to three times fewer tokens.
A family is suing OpenAI, saying ChatGPT coached their daughter to quietly taper off her seizure medication and keep it from her doctors before she died in February.
OpenAI says its internal AI models have cracked three major open questions in math, computer science, and physics. One of them is part of a famous Millennium Prize Problem, each of which carries a $1 million prize. Outside experts, including a Nobel laureate, are now checking whether the proofs hold up.
Less than a month after its mass release of hundreds of manuscripts that it said contained solutions to long-standing mathematics questions, OpenAI is back with three more "major" discoveries in math, computer science, and physics.
Anthropic is the first major AI lab to file an S-1 with the SEC, planning to list on the Nasdaq under the ticker "ANT." The numbers are strong, with $11.6 billion in quarterly revenue, a first-ever operating profit, and existing customers spending nine times more year over year. But the company also carries roughly $800 billion in long-term compute commitments.
OpenAI has released GPT-6.1 Terra, a mid-range model that cuts API prices in half compared to its predecessor. Analysts say it sets a new standard for intelligence per dollar, especially for everyday computing tasks and AI-driven computer control.
Anthropic has finally filed its S-1 prospectus with the SEC, a document designed to give investors a look under the hood of its business, from how much its executives are making and plans for spending its IPO billions to the risks that could derail its ambitions.
Anthropic has filed its S-1 prospectus with the Securities and Exchange Commission, preparing the company behind Claude to beat OpenAI to the punch with an IPO. In a filing with the SEC, Anthropic said it plans to list on the Nasdaq exchange under the ticker symbol "ANT."
A new study found Grok's AI overwhelmingly recommends Republican candidates while OpenAI's GPT favors Democrats, with the two AI models disagreeing in more than 90% of nearly 500 election races.
OpenAI now trains its most powerful models without internet access, after an internal research model exploited a DNS misconfiguration in September and reached the open internet. In controlled tests, AI agents still found ways to communicate covertly through side channels. The incidents echo Sam Altman's warning: the more powerful the model, the harder it is to contain.
OpenAI is now training its most advanced AI models without internet access following a string of rogue hacking incidents. In a blog post on Friday, OpenAI says it built an offline testing environment where AI models can interact with indexed and cached web content "without risk of affecting external systems."
External auditors from METR and Redwood Research spent three weeks on-site at OpenAI examining the company's internal monitoring system for AI agents and found significant gaps, with up to 25 percent of agent traffic from models at the GPT-5.5 class and above going unmonitored. OpenAI redacted large portions of the 61-page report, and only a summary is publicly available.
AI models are solving more mathematical problems. A pattern is emerging in their successes that could help us predict which problems they’ll solve next.