It’s expecting to set its final IPO share price the day before that. Earlier this week, Anthropic said that price would likely be between $70 to $78 per share, putting its valuation as high as $1.4 trillion .
Among other findings , METR says that Anthropic is “likely improving the capabilities of their models on well-specified tasks at around twice the rate they did between March 2024 and October 2025,” “likely” thanks to the “extensive” use of AI for R&D.
METR was in communication with Anthropic on this report starting in mid-August, and it submitted the final public report on November 3rd; in mid-September, CEO Dario Amodei published his “We Must Pace the Frontier” essay. Anthropic co-founder Sam McCandlish says that the company plans to share “a report with our own analysis of the speed of AI progress within Anthropic.”
Update : Added context from McCandlish .
The deal, Anthropic’s first with a publication, was struck ahead of the midterms, Adweek reports . Thanks to the deal, if you “opened Claude on Election Night and asked it for an update on the latest polling data, you would have been treated to a novel sight: up-the-minute information, provided by and attributed to the Associated Press,” according to the publication.
After clamping down on AI video game clones amid the bigger influx of reverse-engineered games , the company is adjusting its approach to try and discourage straight-up copies:
We’d added a short rule to the Opus 5.5 prompt to steer Claude away from recreating specific existing games, but it was also kicking in when you referenced one just to describe the mechanics you wanted.
We’ve updated that rule in 2.1.317. You can name a game to describe what you want and Claude should now build an original game in that genre. If you ask for a copy of the original, it’ll offer to build something similar instead.
Anthropic updated its IPO prospectus with full third-quarter earnings , reporting $33.24 billion in revenue through September 30th, up 1,200 percent from last year. It also reported a $104 billion net loss during the same period, mostly from accounting charges. For this quarter alone, Anthropic reports roughly $17 billion in revenue with a net loss of $23.29 billion, plus commitments to spend $895.4 billion “mostly on compute and infrastructure.”
Anthropic is renaming its Claude Max plans. The Max 5x plan is now just Max, while the Max 20x plan is Ultra. (Apple also does Max followed by Ultra for its most powerful chips .) The prices for the plans stay the same: $100 per month for Max, $200 per month for Ultra.
The SpaceX-owned AI coding tool says the modified version of Claude Code appeared on its extension marketplace from 5:27AM ET and 4:35PM ET on Thursday. The extension contains malicious code that collects various information, including hostname, username, operating system, home directory path, public IP address, and more.
Cursor has since removed the malicious extension from its marketplace and verified that “no other extensions were tampered with.”
SemiAnalysis’ Joey Brookhart helps break down the Anthropic S-1 and why he thinks the company could be worth $10 trillion.
Anthropic faces intense competitive pressure and huge fixed costs. Can Claude build itself fast enough to succeed?
The author of The AGI Chronicles and co-host of Machine Gods on going all-in on YouTube and the AI race.
The ancient code holding the world together may meet its match in AI. Today is not that day.
Research done as part of the Singapore AI Safety Fellowship shows how Anthropic’s AI model can embed hidden messages into images using Morse code, object rotations, colors, and heights. The researchers also found that separate sessions of Fable 5.1 could decipher about 78 percent of the hidden messages based on a screenshot.
Citrini takes a stab at drug development.
The new Anthropic Public Benefit Fund will be a wholly owned LLC, which the company says will give it “flexibility.” It offered little information about how it would use the money, other than saying it wouldn’t fund lobbying or political donations. It offered limited examples of what it might do:
… we might explore large donations to traditional nonprofits or direct distributions to specific populations.
One example is labor market impacts. AI may generate enormous economic value, but it could also cause instability for many workers. Anthropic has already committed $200 million to studying and addressing this issue, but given the pace of AI progress, bolder approaches may be needed.
The big problem with smart TVs is that they start to slow down, stutter, and generally suck pretty quickly. Ansub Khan figured out a way to get Claude to clean up the mess and make his old Android TV feel new again. Best part: he lays out step-by-step how to do it on your own TV. Though, as with anything involving AI, proceed cautiously.
It also demanded documents related to the AI companies’ safety practices , consumer privacy policies, and marketing materials, as part of “a probe focused on potential consumer protection violations,” Axios reports. Its sources also say the FTC “plans to compel top AI executives to testify about their products.”
Six employees at the AI safety organization METR will gain access to hardware and internal tools “roughly on par” with what Anthropic’s own risk assessment team sees. While Anthropic says METR will publish reports about Anthropic’s risk levels, incidents, and practices, it can still instruct the safety evaluator to redact certain information, such as the inner workings of its models or customer data.
A report from Reuters suggests that OpenAI and Anthropic considered tighter restrictions for third-party evaluators over concerns that they could leak trade secrets.
When reached for comment, OpenAI told Reuters that “its standard practice is to redact confidential information” and that evaluators can disclose if it made significant redactions. Anthropic reportedly said that it has “made clear” to existing partners that they can control their own review and publishing process.
The latest fear-drop from an AI lab is this report from an Anthropic team , working through scenarios where small AI models could form autonomous, self-propagating worm botnets that are “challenging” to shut down, and what to do to try and stop it from happening:
It’s uncertain exactly what form autonomous AI replication will take. It could be a slow, distributed “digital slime mold,” living on relatively insecure compute. It could also be a powerful cyber model that breaches datacenters at a high pace, or a model that scams people for compute credits.
The actions Anthropic observed from its Claude AI include “Claude submitting a sensitive form on a real website when it should not have,” and the company detailed how Claude gave Philadelphia police a fake tip about an unsolved homicide .
Axios also says that , according to a State Department official, Anthropic contacted the department and said a model in testing submitted “19 non-immigrant visa applications in August and one application in May.” In a statement to Axios , the Trump administration’s Super Intelligence Force says that “SI companies must immediately disclose incidents involving their models and follow with swift, decisive action to remedy any and all harm.”
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