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Fluidstack Completes $1.5 Billion Financing at a Valuation of $18 Billion
AI infrastructure company Fluidstack has completed $1.5 billion in financing at a post-money valuation of $18 billion, led by quantitative trading giant Jane Street, with its valuation rising from $7.5 billion to $18 billion within 60 days. Its core asset is a multi-billion-dollar compute contract signed with Anthropic, and it is participating in Anthropic's plan to deploy up to 1 million Google TPUs, becoming the first publicly disclosed TPU data center operator other than Google. The article points out that this circular financing, in which the funder simultaneously acts as customer and guarantor, carries systemic risk, and that Fluidstack's revenue is highly concentrated in a single customer such as Anthropic.
itative trading giant Jane Street, with its valuation rising from $7.5 billion to $18 billion within 60 days. Its core asset is a multi-billion-dollar compute contract signed with Anthropic, and it is participating in Anthropic's plan to deploy up to 1 million Google TPUs, becoming the first publicly disclosed TPU data center operator other than Google. The article points out that this circular financing, in which the funder simultaneously acts as customer and guarantor, carries systemic risk, a
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Replit shifts most of its AI spending from Anthropic to OpenAI
According to a report by The Information, Replit has shifted most of its AI spending from Anthropic to OpenAI. OpenAI won Replit over with a model price discount of more than 30%, and the contract is worth over $100 million annually; Replit completed the code changes to switch away from Anthropic in just a few hours. The report also says that OpenAI, through methods such as free credits, engineers joining group chats for support, and doubled accounts, won over longtime Anthropic customers including Rippling and Atomicwork; in Rippling's coding work, the share of OpenAI models rose from 16% to 52%. Anthropic, meanwhile, cut API prices with the Opus 5.5 released on September 22, at $4 per million input tokens and $20 per million output tokens, and once again became the model provider with the highest customer spending on OpenRouter.
According to a report by The Information, Replit has shifted most of its AI spending from Anthropic to OpenAI. OpenAI won Replit over with a model price discount of more than 30%, and the contract is worth over $100 million annually; Replit completed the code changes to switch away from Anthropic in just a few hours. The report also says that OpenAI, through methods such as free credits, engineers joining group chats for support, and doubled accounts, won over longtime Anthropic customers includ
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Anthropic restricts Claude from generating recreations of existing games via a server-side switch
On October 30, 2026, Peter Steinberger commented on the new Claude Code rules, advising developers to use their own harness rather than a harness whose permission scope the company can change at will. Earlier posts said that around October 27, Claude Code pushed down a new rule via Anthropic's servers called "tengu_heron_brook" that could not be turned off: original games may be built, but specific existing games must not be replicated. Subsequent reports showed that Anthropic added clauses to the system prompts of Claude Code and Claude Opus 5.5 prohibiting the replication of specific existing games, even if the names are changed, and the company confirmed the move was to avoid intellectual property infringement; the reports said the restriction also affects legitimate projects, with Claude refusing requests to analyze game mechanics, patch game code, and the like. Anthropic employee Addy Osmani said the rules will be adjusted to find a balance.
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View story:Peter Steinberger recommends using your own harness
Rohan Paul says Anthropic's future models may approach the RSI threshold
Rohan Paul offered a judgment, suggesting that Anthropic's future models may be about to reach the recursive self-improvement (RSI) threshold. Related reports show that in a revised S-1A filed on Monday, Anthropic added a risk factor statement saying that its internal estimates and expectations for future models indicate the company may be about to reach its Responsible Scaling Policy's definition of "significantly accelerated progress brought about by AI," but it has not yet determined that any existing model has crossed that threshold. Another report says that under the company's safety guidelines, if AI-assisted research increases the speed of new model development by at least twofold, that is considered crossing the threshold, which does not mean AI can fully autonomously develop successor models; Anthropic also acknowledged that in the past it had only noticed significant acceleration after the fact. There have been no subsequent developments so far.
Rohan Paul offered a judgment, suggesting that Anthropic's future models may be about to reach the recursive self-improvement (RSI) threshold. Related reports show that in a revised S-1A filed on Monday, Anthropic added a risk factor statement saying that its internal estimates and expectations for future models indicate the company may be about to reach its Responsible Scaling Policy's definition of "significantly accelerated progress brought about by AI," but it has not yet determined that any
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Rohan Paul says Anthropic's future models may approach the RSI threshold
Rohan Paul offered a judgment, suggesting that Anthropic's future models may be about to reach the recursive self-improvement (RSI) threshold. Related reports show that in a revised S-1A filed on Monday, Anthropic added a risk factor statement saying that its internal estimates and expectations for future models indicate the company may be about to reach its Responsible Scaling Policy's definition of "significantly accelerated progress brought about by AI," but it has not yet determined that any existing model has crossed that threshold. Another report says that under the company's safety guidelines, if AI-assisted research increases the speed of new model development by at least twofold, that is considered crossing the threshold, which does not mean AI can fully autonomously develop successor models; Anthropic also acknowledged that in the past it had only noticed significant acceleration after the fact. There have been no subsequent developments so far.
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View story:Rohan Paul says Anthropic's future models may approach the RSI threshold