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Anthropic reportedly establishes a wet lab in the San Francisco Bay Area, using Claude to direct robots in experiments

According to a September 19 report by Reuters, two sources said Anthropic has built a wet lab in the San Francisco Bay Area and hopes to use Claude to direct robotic units in performing scientific experiments with limited human intervention, with the goal of developing treatments for rare diseases and not involving clinical trials. Eric Kauderer-Abrams, Anthropic's head of life sciences, confirmed the lab's existence, but a spokesperson clarified that the lab is not specifically for drug discovery. Anthropic previously also launched Claude Science software and acquired startup Coefficient Bio for approximately $400 million.

OpenAI and Anthropic CEOs call for vigilance against the risks of AI developing too quickly at the UN Security Council

On September 23 local time, the UN Security Council held a high-level meeting on artificial intelligence and international security. OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei spoke successively, warning that the rapid improvement of AI capabilities may bring risks of loss of control, and calling for the establishment of international coordination mechanisms and common safety standards. Altman said the most important decisions cannot be made solely by labs in San Francisco, and mentioned that frontier models may participate in developing the next generation of models; Amodei proposed first reaching a narrower international agreement prohibiting the use of AI for biological weapons and other purposes, establishing evaluation and verification mechanisms, formulating globally unified model risk testing standards, and establishing an international notification mechanism for major AI safety incidents. Turing Award winner and co-chair of the UN International Independent Scientific Panel on AI Yoshua Bengio said the risk of loss of control is moving from theory to reality, and called for the establishment of an international licensing system.

Anthropic reportedly racing to go public before Thanksgiving, with valuation aiming at $2 trillion

According to media reports citing people familiar with the matter, Anthropic is seeking to go public as early as mid-November, and could launch its IPO roadshow as early as the week of November 9, potentially beginning trading before Thanksgiving on November 26, with a meeting with potential investors scheduled for October 14 at its San Francisco headquarters. The people familiar with the matter said investors believe its reasonable valuation is between $1.8 trillion and $2 trillion, and the IPO size is expected to be comparable to or even larger than SpaceX's. Previous reports showed that Anthropic's 2025 net loss was close to $42 billion, with full-year revenue of about $4.6 billion.

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Li Xinyi, a PKU Class of 2007 mathematics alumnus, criticized OpenAI and Anthropic for harming the mathematics community by using AI to solve problems

Li Xinyi, an associate professor at Peking University's Beijing International Center for Mathematical Research and a Class of 2007 mathematics alumnus, criticized OpenAI and Anthropic for using AI to "solve" difficult mathematical problems, arguing that such results are "solved but not understood at all," and that the accompanying publicity will scare off young people who want to study mathematics and mislead funding decisions. He revealed that a postdoc on his team's draft on an obscure conjecture highly overlapped with a cross-disciplinary paper generated by AI on arXiv, ultimately ending in co-authorship, and argued that academic credit should only go to those who contribute to understanding. He also noted that work in applied mathematics of the "combine A with B" type is more easily replaced by AI, while in fields such as geometry and topology that rely on spatial intuition, AI currently learns poorly.

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Barclays Expands Anthropic Partnership, Rolls Out Claude Across the Bank

Barclays has expanded its strategic partnership with Anthropic to deploy Claude bank-wide, aiming to accelerate software development, modernize legacy systems, and improve operational efficiency; Claude Code is expected to cover 50% of its developers by the end of 2026 and most software engineers by 2027. The already-launched Colleague Knowledge Assistant is powered by Claude through a RAG architecture, used by more than 16,000 employees and handling over 1 million searches; the global markets business uses Claude to process approximately 120,000 emails per day.

Big Short's Burry Calls for Market Decline to Stop OpenAI and Anthropic Listings

Michael Burry said on X that, for the benefit of humanity, the market should fall sharply to stop the initial public offerings of OpenAI and Anthropic, claiming the two companies will siphon off trillions of dollars and ultimately destroy it. He has recently repeatedly questioned the returns on AI infrastructure spending and disclosed short positions in AI stocks such as Nvidia, shifting to put options. Anthropic's prospectus shows it plans to spend $518 billion over the next few years on cloud computing and infrastructure construction, with a net loss of nearly $42 billion last year; OpenAI has postponed its IPO plan to next year.

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