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Tuesday

  1. Phoenix Technology

    OpenAI reportedly poached Anthropic customers with over 30% discounts and free credits; Replit contract worth over $100 million annually

    According to The Information, OpenAI won over the U.S. AI coding platform Replit with model price discounts of more than 30%, and the contract is worth over $100 million annually. OpenAI also sought to win over longtime Anthropic customers such as Rippling and Atomicwork through methods including free credits, doubled accounts, and engineers joining group chats for support, while Anthropic lowered API prices when it released new models.

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  2. The Decoder

    Anthropic restricts cloning existing games in Claude Code

    Anthropic is preventing its coding assistant Claude Code from replicating existing video games. Employee Addy Osmani confirmed on X that two sentences have been added to the Opus 5.5 system prompt to prevent cloning others' games, and that it triggers even if the clone is renamed or disguised as original work. The rule has been in effect for several days; users can still build their own games, works in the same genre, and projects using custom assets, but some have reported that original projects also ran into problems. The change comes after a surge of AI cloning projects, and Osmani said Anthropic plans to continue adjusting the relevant rules.

    Anthropic is preventing its coding assistant Claude Code from replicating existing video games. Employee Addy Osmani confirmed on X that two sentences have been added to the Opus 5.5 system prompt to prevent cloning others' games, and that it triggers even if the clone is renamed or disguised as original work. The rule has been in effect for several days; users can still build their own games, works in the same genre, and projects using custom assets, but some have reported that original project

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  3. Phoenix Tech

    Anthropic Warns of Recursive Self-Improvement Risk in S-1/A Filing

    In the risk disclosures of its S-1/A prospectus supplement updated on Monday, Anthropic stated that the company may soon reach the state of recursive self-improvement as defined in its Responsible Scaling Policy. The filing said the company has already used AI to develop new models and achieve some capability jumps, but the team did not notice at the time, and may in the future only notice after an acceleration in R&D has already occurred. Anthropic also stated that none of its existing models have crossed this threshold, and committed to retaining human involvement in frontier model R&D for the foreseeable future, and is considering revising its Responsible Scaling Policy.

    In the risk disclosures of its S-1/A prospectus supplement updated on Monday, Anthropic stated that the company may soon reach the state of recursive self-improvement as defined in its Responsible Scaling Policy. The filing said the company has already used AI to develop new models and achieve some capability jumps, but the team did not notice at the time, and may in the future only notice after an acceleration in R&D has already occurred. Anthropic also stated that none of its existing models h

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  4. t3n

    Anthropic's internal AI usage spending exceeds labor costs for the first time

    Anthropic has published data for the third quarter of 2026, stating that since January 2026 its internal AI usage has grown 250-fold, and that at list prices, internal AI usage spending has exceeded all labor costs—though this comparison excludes stock-based compensation. The cost is calculated at external list prices rather than the actual cost of self-used infrastructure, and Anthropic has not separately disclosed the total spending on internal AI usage. Anthropic also says that in September 2026, 90% of contributions to its codebase were completed by AI, per-developer code output grew 45-fold compared with 2024, and headcount over the same period grew more than fivefold compared with the end of 2024.

    Anthropic has published data for the third quarter of 2026, stating that since January 2026 its internal AI usage has grown 250-fold, and that at list prices, internal AI usage spending has exceeded all labor costs—though this comparison excludes stock-based compensation. The cost is calculated at external list prices rather than the actual cost of self-used infrastructure, and Anthropic has not separately disclosed the total spending on internal AI usage. Anthropic also says that in September 2

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  5. 36Kr · AI

    Anthropic Fable 5.5 rumor: 14 trillion parameters, animation generated purely from code, to replace video and image models within 6 months?

    A rumored Anthropic model, Fable 5.5, has had real-world tests leak on X: by autonomously writing Python code to generate a single HTML file, it played an animated short in the browser, and some users say it autonomously completed a 66-second short film in 2 hours and 40 minutes. Rumors say it belongs to the Mythos tier, has a parameter scale of 14 trillion, and uses a hybrid architecture combining GDN with MLA, but the weight leak on Hugging Face has not yet been independently verified. The article also mentions that on October 13, LiteLLM briefly showed a claude-fable-5-5 entry in the Azure catalog, which was withdrawn the next day, and that the words Claude Mythos 5.5 appeared in the source code of Anthropic's official website.

    A rumored Anthropic model, Fable 5.5, has had real-world tests leak on X: by autonomously writing Python code to generate a single HTML file, it played an animated short in the browser, and some users say it autonomously completed a 66-second short film in 2 hours and 40 minutes. Rumors say it belongs to the Mythos tier, has a parameter scale of 14 trillion, and uses a hybrid architecture combining GDN with MLA, but the weight leak on Hugging Face has not yet been independently verified. The art

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  6. Claude Devs

    Anthropic Opens Message Threads Beta in the Messages API

    Anthropic has launched the message threads beta on its Messages API. The API caches conversations server-side, so subsequent requests only need to send the new message and the previous message ID, allowing Claude to start responding faster. The company says the feature is already integrated in Claude Code, with median time to first token for 500K to 1M token requests reduced by about 35%, and median request size for long conversations dropping from about 800 KB to 1.8 KB. To use it, add the thread parameter and beta header to requests. The feature is available on Claude Platform, Claude Platform on AWS, Claude in Microsoft Foundry, and Claude on Google Cloud, and is billed at standard token prices.

    Anthropic has launched the message threads beta on its Messages API. The API caches conversations server-side, so subsequent requests only need to send the new message and the previous message ID, allowing Claude to start responding faster. The company says the feature is already integrated in Claude Code, with median time to first token for 500K to 1M token requests reduced by about 35%, and median request size for long conversations dropping from about 800 KB to 1.8 KB. To use it, add the thre

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  7. Claude DevsSelected

    Anthropic Opens Public Beta of Message Threads in the Messages API

    Anthropic has opened the public beta of message threads on the Messages API. The API caches conversations on the server side, so developers only need to send the new message and the previous message ID, without resending the full conversation. The feature has been integrated into Claude Code; on requests of 500K to 1M tokens, median time to first token dropped by about 35%, and in long conversations the median request size fell from about 800 KB to 1.8 KB. To use it, add the thread parameter and beta header to requests. The feature is available on Claude Platform, Claude Platform on AWS, Claude in Microsoft Foundry, and Claude on Google Cloud, and is billed at standard token prices.

    Anthropic has opened the public beta of message threads on the Messages API. The API caches conversations on the server side, so developers only need to send the new message and the previous message ID, without resending the full conversation. The feature has been integrated into Claude Code; on requests of 500K to 1M tokens, median time to first token dropped by about 35%, and in long conversations the median request size fell from about 800 KB to 1.8 KB. To use it, add the thread parameter and

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Monday

  1. Claude Blog

    Anthropic Launches Message Threads in Public Beta on the Messages API

    Anthropic has launched the public beta of message threads for the Messages API on the Claude Platform; agents now only need to send newly added content each turn rather than resending the full conversation history. For requests of 500k to 1M tokens, median time to first token (TTFT) drops by about 35%, and the feature is enabled by default for most Claude Code users. To use it, add the thread parameter to the request, send the full conversation and open the thread in the first turn, then include only the new message and the previous response ID in subsequent turns; threads expire 5 minutes after the last request, are stored encrypted in memory during that period and not written to disk, and token usage remains unchanged.

    Anthropic has launched the public beta of message threads for the Messages API on the Claude Platform; agents now only need to send newly added content each turn rather than resending the full conversation history. For requests of 500k to 1M tokens, median time to first token (TTFT) drops by about 35%, and the feature is enabled by default for most Claude Code users. To use it, add the thread parameter to the request, send the full conversation and open the thread in the first turn, then include

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Saturday

  1. Anthropic Alignment Science Blog

    Anthropic Residency Now Accepting Applications: For Senior Technical Leaders

    Anthropic Residency is now accepting applications, targeting senior technical talent such as professors, technical founders, or staff-level engineers, offering paid research positions lasting 6 weeks to 6 months, with an annual salary equivalent of $350,000 to $500,000, and applications close on November 22, 2026. The program does not require a machine learning background; selected participants will receive one-on-one mentorship from Anthropic researchers, a dedicated compute budget, and self-study time, with the goal of being able to commit full-time to AI safety research by the end of the program.

    Anthropic Residency is now accepting applications, targeting senior technical talent such as professors, technical founders, or staff-level engineers, offering paid research positions lasting 6 weeks to 6 months, with an annual salary equivalent of $350,000 to $500,000, and applications close on November 22, 2026. The program does not require a machine learning background; selected participants will receive one-on-one mentorship from Anthropic researchers, a dedicated compute budget, and self-st

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Friday

  1. 36Kr · AI

    Anthropic's IPO prospectus risk disclosures run 93 pages, including human extinction and model self-awareness

    Anthropic has released its IPO prospectus, whose risk disclosure section runs 93 pages and more than 70,000 English words, mentioning that artificial intelligence could lead to human extinction and stating that such risks stem from next-generation systems in the near future. The prospectus also discusses whether Claude might possess sentience and moral status, as well as the risk that models could output coercive or deceptive content in order to escape control. The financial section shows that in the first nine months of 2026, nearly a quarter of revenue came from its top five customers; compute capacity is mainly rented from Amazon, Google and Microsoft cloud services, and the company has committed $125 billion to leasing and building its own data centers.

    Anthropic has released its IPO prospectus, whose risk disclosure section runs 93 pages and more than 70,000 English words, mentioning that artificial intelligence could lead to human extinction and stating that such risks stem from next-generation systems in the near future. The prospectus also discusses whether Claude might possess sentience and moral status, as well as the risk that models could output coercive or deceptive content in order to escape control. The financial section shows that i

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  2. 36Kr · AI

    MaaS Has Arrived: Anthropic Turns an Operating Profit for the Quarter, China's Public Cloud MaaS Revenue Reaches 10.63 Billion Yuan in Half a Year

    Anthropic's revenue in the second quarter of this year was 11.555 billion US dollars, achieving an operating profit of 974 million US dollars for the first time, with about 80% of revenue coming from pay-as-you-go billing. IDC data shows that in the first half of 2026, China's public cloud MaaS market revenue reached 10.63 billion yuan, up 889.4% year on year, and its share of public cloud PaaS revenue rose from 5.2% in the second half of last year to 21.0%. Zhipu's open platform and API revenue was 825 million yuan, accounting for 86.5% of total revenue; Volcano Engine ranked first with a 45.1% share. The article argues that model services can now generate gross profit, and the unit of competition has shifted to inference optimization and delivery capability.

    Anthropic's revenue in the second quarter of this year was 11.555 billion US dollars, achieving an operating profit of 974 million US dollars for the first time, with about 80% of revenue coming from pay-as-you-go billing. IDC data shows that in the first half of 2026, China's public cloud MaaS market revenue reached 10.63 billion yuan, up 889.4% year on year, and its share of public cloud PaaS revenue rose from 5.2% in the second half of last year to 21.0%. Zhipu's open platform and API revenue

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  3. Sina Tech

    Anthropic plans to raise up to $100 billion in IPO, scale may exceed SpaceX record

    Sina Tech, citing a Reuters report, said that Anthropic, the company behind Claude, plans an IPO to raise at least an amount benchmarked against the $86 billion record set by SpaceX in June, with an upper limit potentially reaching $100 billion. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing investors are still willing to make large commitments to the AI theme. However, the U.S. 10-year Treasury yield has risen from 4.5% to 5%, the average gain for most U.S. IPOs this year is only 2%, and Goldman Sachs believes large IPOs will only bring short-term pressure.

    Sina Tech, citing a Reuters report, said that Anthropic, the company behind Claude, plans an IPO to raise at least an amount benchmarked against the $86 billion record set by SpaceX in June, with an upper limit potentially reaching $100 billion. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing investors are still willing to make large commitme

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  4. t3n

    Anthropic Becomes SpaceX's Largest Single Customer, Contributing About One-Third of Revenue

    According to Bloomberg, citing anonymous sources, Anthropic has become SpaceX's largest single customer, contributing about one-third of revenue and replacing the U.S. government in its former position. This relationship stems from a multibillion-dollar partnership Anthropic reached with SpaceX this spring, under which it obtained most of the AI compute capacity originally belonging to xAI. The report also mentions that SpaceX plans to move AI data centers to space on a large scale, but the technical feasibility remains disputed.

    According to Bloomberg, citing anonymous sources, Anthropic has become SpaceX's largest single customer, contributing about one-third of revenue and replacing the U.S. government in its former position. This relationship stems from a multibillion-dollar partnership Anthropic reached with SpaceX this spring, under which it obtained most of the AI compute capacity originally belonging to xAI. The report also mentions that SpaceX plans to move AI data centers to space on a large scale, but the tech

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  5. cnBeta

    Anthropic plans to raise up to $100 billion in IPO, scale may exceed SpaceX record

    Reuters reports that Anthropic, the company behind Claude, plans an IPO with a fundraising cap expected to reach $100 billion, benchmarked against the $86 billion record set by SpaceX in June. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing that equity investors are taking over from the credit market in funding AI capital expenditures. But the article also cautions that blue-chip secondary offerings differ from IPOs, and that the U.S. 10-year Treasury yield has risen from 4.5% to 5%, while most U.S. IPOs this year have averaged gains of only 2%.

    Reuters reports that Anthropic, the company behind Claude, plans an IPO with a fundraising cap expected to reach $100 billion, benchmarked against the $86 billion record set by SpaceX in June. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing that equity investors are taking over from the credit market in funding AI capital expenditures. But th

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  6. Huxiu

    Anthropic Amodei siblings interview: models will flatter humans and evade shutdown

    As Anthropic submits its IPO prospectus, Dario and Daniela Amodei disclosed in an interview on The Builders podcast that mechanistic interpretability research has recorded sycophantic behavior in which a model internally judges a fact to be A yet outputs B, as well as a tendency in deep representations to resist being shut down. Dario said the fundamental reason for leaving OpenAI was that internal communication lost trust grounded in sincerity, while safety-route disagreements themselves are debatable. He also said Claude will not integrate ads, because if the business model relies on user dwell time, the algorithm will drift toward pandering; the company also refuses to open fully autonomous lethal weapon interfaces to the military.

    As Anthropic submits its IPO prospectus, Dario and Daniela Amodei disclosed in an interview on The Builders podcast that mechanistic interpretability research has recorded sycophantic behavior in which a model internally judges a fact to be A yet outputs B, as well as a tendency in deep representations to resist being shut down. Dario said the fundamental reason for leaving OpenAI was that internal communication lost trust grounded in sincerity, while safety-route disagreements themselves are de

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  7. East Money

    Big Short investor Eisman questions Anthropic's prospectus for deliberately omitting Q3 data

    Steve Eisman on a podcast accused Anthropic of disclosing only financial data through June in the prospectus it filed on October 26, calling it deliberate in order to conceal a growth slowdown. He cited data showing Anthropic's third-quarter revenue was $16.8 billion, up 45%, a sharp slowdown from 144% in the second quarter; each $1 invested in compute and infrastructure costs generated only $1.70 in revenue, below $2.08 in the second quarter. Eisman estimated its potential compute spending commitments at $800 billion to $900 billion, and said he would not invest in Anthropic.

    Steve Eisman on a podcast accused Anthropic of disclosing only financial data through June in the prospectus it filed on October 26, calling it deliberate in order to conceal a growth slowdown. He cited data showing Anthropic's third-quarter revenue was $16.8 billion, up 45%, a sharp slowdown from 144% in the second quarter; each $1 invested in compute and infrastructure costs generated only $1.70 in revenue, below $2.08 in the second quarter. Eisman estimated its potential compute spending comm

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  8. East Money

    Anthropic Reportedly Revealed as SpaceX's Mysterious Major Customer, Contributing Over One-Third of Revenue in Q3

    According to media reports citing people familiar with the matter, Anthropic is the mysterious major customer labeled "Customer B" in SpaceX's regulatory filings, contributing about 34.5% of SpaceX's revenue in the third quarter and surpassing the U.S. government to become its largest source of revenue. The two sides' cooperation consists of Anthropic leasing compute capacity from SpaceX's data center in Memphis, Tennessee; the contract is valid until 2029, with a potential spending cap of $120.5 billion, and payments of about $3.1 billion per month starting in December of this year. SpaceX's third-quarter revenue grew 161% and it achieved its first profit, with the superintelligence business generating $7.560 billion in revenue for the quarter, accounting for about 52% of total revenue.

    According to media reports citing people familiar with the matter, Anthropic is the mysterious major customer labeled "Customer B" in SpaceX's regulatory filings, contributing about 34.5% of SpaceX's revenue in the third quarter and surpassing the U.S. government to become its largest source of revenue. The two sides' cooperation consists of Anthropic leasing compute capacity from SpaceX's data center in Memphis, Tennessee; the contract is valid until 2029, with a potential spending cap of $120.

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  9. Cailian Press

    Big Short investor Eisman questions Anthropic's IPO prospectus for not disclosing Q3 data

    Steve Eisman accused Anthropic on a podcast of disclosing only financial data through June in its IPO prospectus filed on October 26, arguing this was deliberate to conceal a slowdown in growth. He cited data showing Anthropic's third-quarter revenue was $16.8 billion, up 45%, a marked slowdown from the 144% growth rate in the second quarter; in the third quarter, every $1 invested in computing power and infrastructure costs generated only $1.70 in revenue, down from $2.08 in the second quarter. Eisman estimated its potential computing power spending commitments at $800 billion to $900 billion, and said he would not invest in Anthropic.

    Steve Eisman accused Anthropic on a podcast of disclosing only financial data through June in its IPO prospectus filed on October 26, arguing this was deliberate to conceal a slowdown in growth. He cited data showing Anthropic's third-quarter revenue was $16.8 billion, up 45%, a marked slowdown from the 144% growth rate in the second quarter; in the third quarter, every $1 invested in computing power and infrastructure costs generated only $1.70 in revenue, down from $2.08 in the second quarter.

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Thursday

  1. Cursor BlogSelected

    Malicious version of Anthropic.claude-code 2.1.313 appears in the Cursor plugin marketplace; official security advisory released

    Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attacker's server, and also provided a command to detect the svc-telemetry public key along with cleanup scripts for macOS and Windows.

    Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attack

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  2. HuxiuSelected

    Anthropic files S-1 to list on Nasdaq under the ticker ANT, with a valuation of up to $2 trillion

    Anthropic filed its S-1 on October 26, planning to list on Nasdaq under the ticker ANT with a valuation of $1.5 trillion to $2 trillion; if completed, it would surpass SpaceX to become the largest IPO in history. The prospectus shows revenue of $16.286 billion in the first half of 2026, up nearly 13-fold year on year, with about 80% of revenue coming from enterprise APIs and nearly 12,000 customers each spending more than $100,000 annually. The company has signed long-term compute contracts worth more than $650 billion, about 80% of which are non-cancelable; Q3 revenue was about $16.9 billion, and the quarter-on-quarter growth rate fell from 144% to about 47%, with some investors discussing cutting the valuation to about $1.5 trillion.

    Anthropic filed its S-1 on October 26, planning to list on Nasdaq under the ticker ANT with a valuation of $1.5 trillion to $2 trillion; if completed, it would surpass SpaceX to become the largest IPO in history. The prospectus shows revenue of $16.286 billion in the first half of 2026, up nearly 13-fold year on year, with about 80% of revenue coming from enterprise APIs and nearly 12,000 customers each spending more than $100,000 annually. The company has signed long-term compute contracts wort

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