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October 27, 2026, 3:50 AM
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Anthropic:
Anthropic files for an IPO on the Nasdaq under the symbol ANT; the number of Class A shares to be offered and the price range is yet to be determined  —  Today, Anthropic, PBC filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating …
Bloomberg:
Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026, up from a $13B net loss on revenue of $1.2B in H1 2025, and a net revenue retention of 900%
Wall Street Journal:
Sources: Anthropic is aiming to go public the week of November 16 and could raise ~$100B at a $1.5T to $2T valuation, after initially preparing for October
Financial Times:
Anthropic S-1: of its $81B net loss in H1 2026, $72B+ was related to rising convertible note value as its valuation increased and nearly $9B to compute
OpenAI:
OpenAI announces three breakthroughs in computer science, math, and physics, including that the Exponential Time Hypothesis, a longstanding conjecture, is false  —  We are announcing three new discoveries in mathematics, computer science, and physics about harmonic analysis, complexity theory, and quantum field theory.
SEC.gov:
Anthropic's co-founders say they “believe that AI is one of the most consequential technologies in human history”, detail its scientific potential, and more  —  We believe that Al is one of the most consequential technologies in human history.  If managed well …
More: Wired, The Verge, Semafor, New York Times, NBC News, New York Times, Capital Brief, Key Context, Wall Street Journal, Bloomberg, New York Times, CNBC, Fortune, Protos, Cautious Optimism, Clouded Judgement, The Stack, Inc.com, TheDesk.net, TKer, Insurance Journal, WOWTALE, Sydney Morning Herald, The Deep View, Barron's Online, Washington Post, Business Insider, PitchBook, San Francisco Chronicle, SmartCompany, Implicator.ai, USA Today, Seeking Alpha, Fortune, CoinGape, Morningstar, Scientific American, and The Hollywood Reporter
X: @danprimack, @gerritd, @zachmoskow, @danprimack, @jeremiahdillon, @buccocapital, @taliagold, @ldrogen, @thetranscript_, @matt_slotnick, @benbajarin, @garymarcus, @rohindhar, @jdcapelouto, @factset, @eva_roytburg, @loganbartlett, @benbajarin, @benbajarin, @brianchau57, @stevehou, @jvb_xyz, @mikeddano, @rhouseresearch, @viacristiano, @wallstengine, @benbajarin, @edels0n, @laurengoode, @zeneca, @jaminball, @benbajarin, @danprimack, @dschamis, @ricklamers, @danprimack, @scaling01, @dariocpx, @dee_bosa, @tracyalloway, @jshchnz, @eva_roytburg, @shaig, @modestproposal1, @kevinsxu, @gregisenberg, @scaling01, @lizrhoffman, @nicknemo17, @altcap, @aibattle_, @cutiepieyv, @tokengremlin, @willmanidis, @daniellockyer, @choblin29, @sonalibasak, @aaronrubin, @shanumathew93, @andrewe_dunn, @evan_lorenz, @conorsen, @andrejdrats, @tmnxeq, @jncquant, @aaronpholmes, @sspencer_smb, @mikeisaac, @briansozzi, @ljkawa, @shawmakesmagic, @eringriffith, @madisonmills22, and @tmtlongshort.  LinkedIn: Allie Canal
Bluesky: @pamspaulding and @minimaxir.  Mastodon: @mttaggart@infosec.exchange
Forums: r/business, r/Lawyertalk, r/technology, r/ArtificialInteligence, r/irenstocks, Beehaw, and Slashdot
Wall Street Journal:
Anthropic's S-1 lists 94 pages of risk factors and warns that the “scale of harm” from a “catastrophic” AI incident might mean it is unable to obtain insurance
Bloomberg:
Microsoft offers buyouts to ~60K workers, including at a VP level and below across the US, Canada, India, and the UK; its headcount at the end of June was 223K  —  Microsoft Corp. will offer buyouts to about 60,000 workers, part of the company's efforts to trim costs and retool its workforce for the artificial intelligence era.
OpenAI:
OpenAI releases GPT-6.1 Terra, touting “fast and capable computer use at scale” and clearer, more natural writing, priced at $1/1M input and $5/1M output tokens  —  Delivering fast and capable computer use at scale  —  , a fast, efficient model that combines detailed visual reasoning …
Lynn Doan / Bloomberg:
Broadcom arranges a $63B deal with BofA, Blackstone, Citi, and Morgan Stanley to finance the purchase of chips for Anthropic via a new special purpose vehicle  —  Chipmaker Broadcom Inc. has arranged a $63 billion deal with Bank of America Corp., Blackstone Inc., Citigroup Inc. and Morgan Stanley …
Deborah Mary Sophia / Reuters:
Anthropic S-1: post-IPO, it will keep operating as a Public Benefit Corporation, giving its seven co-founders 50.1% voting control via a single Class F share
Cohere:
Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing  —  For nearly two years, one comforting idea has shaped how companies and government contractors adopt open-weight AI models that anyone can download and run.
Reuters:
China's Star 50 index of AI and chip leaders is down by 40% in under four months, losing ~$480B in market value; chipmaker CXMT is down ~25% in the past month  —  While global tech stocks teeter, in China they have already crashed as lofty valuations collapse under worries about AI demand and curbs on Chinese exports.
Heather Haddon / Wall Street Journal:
Sources: DoorDash is in advanced talks to acquire Instacart, and the deal could be finalized as soon as this week and could value Instacart at ~$17B  —  Deal could be completed as soon as this week, people familiar with the matter say  —  DoorDash is in advanced talks to acquire food …
Katelyn Chedraoui / CNET:
Ahead of US midterms, ChatGPT draws images “depicting election interference or that may discourage voting” in a cartoon style, ignoring photorealism requests  —  ChatGPT is cracking down on photorealistic, political deepfakes ahead of next week's US midterm elections.  —  Reporter 2
Ian King / Bloomberg:
Intel agrees to acquire Tel Aviv-based quantum computing startup Classiq; Classiq has raised more than $200M in funding and has about 130 employees  —  Intel Corp. agreed to buy Israeli startup Classiq Technologies Ltd. as part of a push to capitalize on quantum computing, a still-nascent field that is seeking commercial applications.
Juli Clover / MacRumors:
Apple debuts iOS 27.2, with Siri AI enhancements for recalling past conversations, understanding more personal context, supporting five more languages, and more  —  Apple today released iOS 27.2 and iPadOS 27.2, the first major updates to the iOS 27 and iPadOS 27 operating systems that came …

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From Mediagazer

Jeremy Barr / The Guardian:
President Trump says Fox News “bears responsibility” for the GOP's losses after “constantly and consistently putting on the Dumocrat opposition, and worse”

Katie Robertson / New York Times:
NYT adds 420K net digital-only subscribers in Q3, boosting total paid subscribers to 13.8M, keeping it on pace to meet a goal of 15M subscribers by 2027's end

Alex Weprin / The Hollywood Reporter:
As Democrats take the House and the Senate, David Ellison and other media executives are likely to face inquiries and hearings over their deals and Trump ties

More News

Chance Miller / 9to5Mac:
Apple says it is “aware of an issue impacting the inner display on a small number” of iPhone Duos and affected users can contact AppleCare for a replacement
Bill Toulas / BleepingComputer:
Microsoft and others push out emergency patches for a critical flaw in Brotli, the C decoder library built into Node.js, that could allow remote code execution

Earlier Picks

Caitlin Huston / The Hollywood Reporter:
Instagram is testing Features, a new long-form horizontal video format of up to 90 minutes aimed at podcasters, comedians, and other creators, in the US
Apple:
Apple unveils a redesigned iPad mini featuring an 8.5" 60Hz OLED display with nano-texture option, an A20 Pro SoC, Touch ID, and IP67, for $699+ from November 6
Washington Post:
AI cybersecurity startup Cathedral says it breached Anthropic's data and messaging systems, under a program inviting outside experts to test Anthropic's systems
Tim Bradshaw / Financial Times:
Meta plans to raise $95B to finance its AI infrastructure, including $35B in public equity offerings, backed by cornerstone investors Nvidia, AMD, and Broadcom
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