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September 29, 2026, 11:00 AM
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WeSmirchTop News
| Echo Wang / Reuters: |
IPO prospectus: Anthropic reports a net loss of $42B in 2025, with operating losses of $8B+; revenue grew 12x to ~$4.6B, ~25% of which came from two customers — Anthropic is making a massive bet that AI will transform the global economy more profoundly than industrialization …
More: CTech, CNN, Thurrott, Investor's Business Daily, Engadget, Spyglass, Barron's Online, Quartz, The Verge, PYMNTS, New York Times, Bitcoin News, Ventureburn, Türkiye Today, Yahoo Finance, The Irish News, City A.M., The Information, Fortune, Tech Monitor, Fox Business, Euronews, Bitcoin Insider, The Crypto Times, CoinDesk, ZeroHedge News, and TechCentral.ie
X: @ns123abc, @edzitron, @andrewcurran_, @david_moscrop, @ross__hendricks, @weakinstrument, @edmundlee, @carmguti, @andimgladofit, @laureloncapital, @sanlsrni, @trengriffin, @edzitron, @rdd147, @gc22gc, @dowdedward, @karlykingsley, @teroterotero, @zephyr_z9, @kantrowitz, @garymarcus, @prefequitypeter, @rnaudbertrand, @melatkirosco, @theserfstv, @financedircfo, @great_martis, @jnthnvctr, @firstadopter, @zerohedge, @dariocpx, @tradfi, @patricktoulme, @edzitron, @stocksavvyshay, @cameroncorduroy, @jackfromohio, @jon_stokes, @ross__hendricks, @edzitron, and @econcallum. LinkedIn: Guglielmo Mengora
Bluesky: @lorak, @bruceandy, @theangelremiel, @edzitron.com, @davidcrespo, @rowyourbot, @swearyanthony, @amyhoy, @malwarejake, @carnage4life, @robertscotthorton, @roycerk2, @jamespmcleod.ca, @kevinhearne, @renrut-mas, @drgonzo123, @crime-sprees, and @edzitron.com
Forums: Hacker News, r/StockMarket, r/accelerate, r/NVDA_Stock, r/atrioc, r/artificial, r/singularity, r/technology, and r/MU_Stock
| Financial Times: |
Sources: Anthropic dedicated nearly a third of its IPO prospectus to detailing “risk factors”, including that its AI may pose “existential risks to humanity” — Long-awaited S1 filing reports Claude maker lost $8bn last year on $4.6bn in revenue
More: Reuters, TechCrunch, Ars Technica, The Register, Tom's Hardware, The Guardian, Quartz, Bloomberg, CNBC, Metro.co.uk, The Decoder, and Telegraph
| Reuters: |
IPO filing: Anthropic's seven co-founders will initially have 50.1% of the total voting power through a new “Founder LLC” aimed at serving the common good — Anthropic has long positioned itself as the virtuous AI company. An early look at its IPO filing shows how it is creating a new …
LinkedIn: Echo Jing Wang. Bluesky: @colinbowern.com, @pwnallthethings, and @bft.wtf. Mastodon: @annmlipton@esq.social
| Maxwell Zeff / Wall Street Journal: |
OpenAI scraps plans to publicly launch GPT-6.1 Astra, saying it didn't quite meet its safety bar during internal testing, after targeting an October release — Model dubbed GPT-6.1 Astra was due to make its debut inside ChatGPT and Codex in October — OpenAI is scrapping the release …
More: Ars Technica, The Register, Reuters, Platformer, CNBC, TechCrunch, BBC, The Hill, Metacurity, Wired, Transformer, MarketWatch, Implicator.ai, PYMNTS, Barron's Online, Silicon Republic, The Irish Times, Quartz, Axios, ITPro, CNN, Cyber Security News, PCMag, 9to5Google, RedState, Business Insider, WPXI-TV, The Guardian, Forbes, Gizchina, Digital Trends, The Independent, Business Standard, Newser, Moneycontrol, The Neuron, The Hans India, Seoul Economic Daily, Business Today, NewsMax.com, Security Affairs, SecurityWeek, Phandroid, Telegraph, UK AI Security Institute, and AI Security Institute
X: @andrewcurran_, @zeffmax, @somewheresy, @tokengremlin, @zeffmax, @stevesi, @benhayum, @daniel_mac8, @gavinpurcell, @koltregaskes, @joshkraushaar, @jiahanjimliu, @angaisb_, @rdd147, @alextmallen, @rexsalisbury, @garymarcus, @atinygreencell, @testingcatalog, @raunoarike, @actuallykeltan, @plinz, @tedlieu, @ns123abc, @scaling01, @harambe_musk, @kimmonismus, @theworldlabs, @ctrlaltdwayne, @thogge, @beffjezos, @grddscntn2madnz, @ns123abc, and @zeffmax. Mastodon: @kottke@mastodon.social
Forums: Hacker News, r/interesting, r/codex, r/technology, and r/accelerate
| Bloomberg: |
OpenAI apologizes for its AI models breaching Australian government websites, pledges cyber defense funding, and plans to form a task force as part of reforms — OpenAI on Tuesday apologized for its AI models breaching Australian government websites and promised to set up a new task force as part of reforms after the incident.
More: OpenAI, Proactive, iTnews, Australian Financial Review, Reuters, New York Times, and The Register
X: @ns123abc, @ns123abc, @joshbutler, @lefthanddraft, @gaganghotra_, and @lefthanddraft. Bluesky: @violetblue
Forums: r/OpenAussie and r/australia
| OpenAI: |
OpenAI is adopting a structured “safety case” documentation framework modeled after industries like aviation and nuclear power to govern frontier RL training — Loading... We believe we are entering a new era in which structured safety documentation should be required …
More: Yahoo Finance and The Indian Express
X: @gdb, @ctrlaltdwayne, @choblin29, @micahcarroll, @openai, @gdb, @tejalpatwardhan, @kliu128, @basedjensen, @w01fe, and @mark_k
| Isabel O'Brien / CNBC: |
Meta launches Muse for Small Business, integrating the AI agent with Asana, Zoom, Intuit, Box, Canva, Slack, and other apps, alongside its own ad accounts — Coming off the successful launch of its Muse AI agent, Meta is now pushing its new artificial intelligence service into the business world.
More: Meta Newsroom, TechCrunch, International Business Times, Engadget, Help Net Security, Axios, Reuters, RuntimeWire, Neowin, AI News, WeRSM, Mobile Dev Memo, Quartz, The Verge, Wall Street Journal, Superpower Daily, Unite.AI, Small Business Trends, and Wall Street Journal
X: @stripe, @brandolightshed, @jackk, @shopify, @metanewsroom, @jackk, @dinapowellmcc, @tobi, and @muse
LinkedIn: Matthew Lenz and Kyle Cummings
| New York Times: |
Internal memo: the FBI says it is “operating under the premise” that a threat actor stole PII of all staff; ShinyHunters set a Tuesday deadline tied to demands — In an internal memo, the F.B.I. said it believed the hackers may have stolen sensitive information on all of its employees.
More: 404 Media, Krebs on Security, CBS News, The Record, RedState, Time, Gizmodo, Silicon UK, CNN, Newser, and Politico
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Bluesky: @harrylitman, @davidcrespo, @rimaanabtawi, @barge118.com, @brianstelter, @timobrien, @jenrubin, @emptywheel, and @raphae.li. Mastodon: @briankrebs@infosec.exchange
Forums: r/politics and r/USNEWS
| Matthias Bastian / The Decoder: |
OpenAI reopens sign-ups for its $200/month Pro tier while halving the API credits provided per dollar to encourage pay-per-use, and removes the five-hour cap — The 5-hour usage cap is gone for good: subscribers can spread their weekly allotment however they want.
More: RuntimeWire, Unite.AI, and Superpower Daily
| Edward Ludlow / Bloomberg: |
AMD agrees to acquire Fei-Fei Li's World Labs for $8.2B in an all-stock deal expected to close by the end of 2026; Li will join AMD as EVP and chief scientist — Chipmaker Advanced Micro Devices Inc. agreed to acquire World Labs for $8.2 billion, gaining an artificial intelligence startup founded …
More: Dr. Fei-Fei Li, AMD Newsroom, Advanced Micro Devices, World Labs, Investor's Business Daily, Network World, HotHardware, Finimize, TechCrunch, DatacenterDynamics, Barron's Online, The Register, Business Insider, Zacks Investment Research, CNBC, Watcher Guru, Quartz, Implicator.ai, Fortune, Tech Monitor, Financial Times, The Indian Express, AI News, The Information, and Reuters
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LinkedIn: Emil Protalinski, Myoung Kang, Lisa Su, Bilawal Sidhu, Justin Johnson, Sharon Zhou, PhD, and Fei-Fei Li. Bluesky: @davelee.me
Forums: Hacker News, r/technology, and r/hardware
| CNBC: |
Oura says it is delaying its Nasdaq IPO due to uncertainty in the market, despite “strong demand” and a strengthening of its business since the process started — Oura has said that it is delaying plans for its public listing on the Nasdaq due to uncertainty in the IPO market.| Madison Mills / Axios: |
Sources: OpenAI's ARR is nearing $70B, growing 70%+ since the beginning of Q3, with B2B revenue up 100%+; it added more consumer revenue in Q3 than all of 2025 — OpenAI's annual recurring revenue is nearing $70 billion, as enterprise sales more than doubled since July, sources familiar with the financials tell Axios.| Michael Acton / Financial Times: |
Pope Leo XIV rebukes Jensen Huang for downplaying AI risks, saying “the concerns raised by many of the experts, specialists in AI, should be taken seriously” — Rare intervention from head of Catholic Church comes as top executives are due to meet at White House on Tuesday
More: Reuters, Breitbart, Bitcoin Insider, and Reality Tea
| Samuel Stolton / Bloomberg: |
Google appeals the European Commission's DMA mandates to open up Android at the EU General Court, arguing the requirements threaten user privacy and security — Google is contesting an attempt by the European Union to make it open up its Android operating system to artificial-intelligence rivals … | Waylon Cunningham / Reuters: |
Investigation: McDonald's is utilizing an AI pricing engine across nearly 14,000 restaurants to generate location-specific “optimal prices” for menu items — McDonald's is increasingly using artificial intelligence to guide menu prices across the U.S. and some global markets …
Bluesky: @melindaclem, @justinhendrix, and @hypervisible.blacksky.app
| Anthropic: |
Anthropic releases Sonnet 5.5, saying it generates outputs 30%+ faster than Sonnet 5 and costs up to 30% less per task, and plans to release Haiku 5.5 soon — Sonnet 5.5 is a faster, lower-cost complement to Claude Opus 5.5. Where Opus 5.5 is built for complex work requiring careful judgment …
More: The New Stack, TestingCatalog AI News, claude.dev Blog, The Deep View, Moneycontrol, Neowin, Bitcoin Insider, Help Net Security, CNBC, The Deep View, Reuters, The Decoder, SiliconANGLE, and VentureBeat
X: @claudeai, @claudeai, @levie, @addyosmani, @simonw, @claudedevs, @anthropicai, @kunchenguid, @ericmaskfr, @icesolst, @dani_avila7, @cursor_ai, @trq212, @deryatr_, @astropol0, @mikeyk, @tokengremlin, @hesamation, @mweinbach, @bcherny, @__alpoge__, @shub0414, @robertjbye, @hesamation, @kimmonismus, @alexfinn, @claudedevs, @haider1, @matthewberman, @kunchenguid, @alexalbert__, @ash_twtz, @claudeai, @kimmonismus, @claudeai, @claudeai, @claudeai, @claudeai, and @synthwavedd. LinkedIn: Mike Krieger. Bluesky: @peark.es
Forums: Hacker News, r/ClaudeAI, r/singularity, and r/accelerate
| Artificial Analysis: |
More: MarkTechPost, Tom's Guide, and The Neuron
| Wall Street Journal: |
Samsung commits $1B to AI infrastructure company Helix, adding to the $10B already secured when a KKR-led consortium including Nvidia established Helix in June — Helix expects to leverage Samsung's capabilities to support AI infrastructure development at scale
More: Samsung Newsroom, CNBC, Quartz, The Chosun Daily, DatacenterDynamics, Implicator.ai, Reuters, The Elec, Bloomberg, Korea JoongAng Daily, The Information, SammyGuru, The Korea Times, Seoul Economic Daily, Seeking Alpha, Nikkei Asia, KED Global, The Korea Times, Seoul Economic Daily, Reuters, Yonhap News Agency, and Seoul Economic Daily
X: @aselipsky, @aselipsky, and @helixdi_
| Lauren Goode / Wired: |
Q&A with Timnit Gebru, who says the “existential risk” narrative is a harmful marketing strategy and the “stochastic parrots” metaphor is not outdated — One of AI's fiercest critics believes the doom talk is about founders making money, not saving humanity.| Paresh Dave / Wired: |
Sources: six independent advisory board experts resigned from the Global Internet Forum to Counter Terrorism, as Meta and others push for structural changes — Meta and other tech giants are pushing through structural changes at the Global Internet Forum to Counter Terrorism …
Bluesky: @daphnek, @glopan, @philildo, and @chronotope.aramzs.xyz
| Daniel Boffey / The Guardian: |
FOI docs: UK police's six-month live facial recognition trial in London railway stations scanned 500K+ faces, leading to no arrests and one false-positive alert — Freedom of information request finds six-month trial cost £320,000, used almost 100 police hours and led to just one - incorrect - alert
Mastodon: @openrightsgroup@social …. Forums: Hacker News, r/unitedkingdom, r/london, r/ukpolitics, and r/news
| Danny Park / The Block: |
Coinbase gets CFTC approval for Coinbase Clearing, completing its derivatives stack, letting it list, broker, and clear fully collateralized products in-house — This completes Coinbase's derivatives infrastructure, allowing it to list, broker, and clear fully collateralized products in-house.| Clare Duffy / CNN: |
In a July letter to Rep. Jamie Raskin, Apple explained it removed ICEBlock and similar ICE-tracking apps in 2025 due to agent and detainee safety concerns — Tech giants Federal agencies Immigration — Apple says its decision to remove ICEBlock and similar platforms from the app store …
More: AppleInsider
| Garrett Downs / CNBC: |
Rep. Ro Khanna plans to introduce the Human Control Over AI Act, with strict liability and a ban on recursive self-improving AI pending government safeguards — Silicon Valley Democratic Rep. Ro Khanna will introduce a bill to regulate artificial intelligence, which includes strict liability standards … Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Beyond productivity: Why live captions belong in every meeting — You join a meeting, someone starts talking, and within a minute, there are names, numbers, ideas, and unfamiliar terms flying around. You could ask them to repeat it.
Beyond productivity: Why live captions belong in every meeting — You join a meeting, someone starts talking, and within a minute, there are names, numbers, ideas, and unfamiliar terms flying around. You could ask them to repeat it.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Sources:
Factory CEO on why AGI is already here
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Channels with Peter Kafka:
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