#Anthropic

Yes, you should panic about AI

The author argues that AI skeptics have been wrong about capabilities for over a decade while those warning of rapid progress, such as Daniel Kokotajlo and the AI 2027 scenario, have been prescient, and that METR's investigation inside Anthropic suggests acceleration is running ahead of that scenario. He contends that safety checks are breaking down and that Anthropic dropped its core pause commitment while racing toward a trillion-dollar valuation, and he calls for banning AI from building AI, halting training of more powerful models, and pursuing a verified worldwide pause.

The biggest AI cost reduction measure today is a cloud provider discount, lol

AI spend has moved from experiment to budget line in about two years, with 98% of FinOps teams now managing some of it, and the article argues that committed-spend discounts are today's biggest cut because they lower token price without reducing token volume. It details three engineering levers that do reduce volume: prompt caching (cutting the input side of the bill by about 85%), batch APIs at half price on Anthropic, Bedrock and OpenAI, and smaller models for routine work, noting Claude Haiku costs about a fortieth of Opus per token. It then frames self-hosted LLM versus API as a per-workload choice among rent, route or own, with self-hosting paying off only at high, steady GPU utilization.

Modernizing NetHack's C engine with .NET MAUI, Avalonia and a 31-tool AI advisor

Sound Mind Games (Hyvän mielen pelit ry), a Finnish nonprofit, describes how GnollHack wraps NetHack's roughly 500,000-line C99 engine as a native library behind a shared C# client, migrated from Xamarin.Forms and SkiaSharp to .NET MAUI by April 2025 and extended to Linux, the Steam Deck and macOS in 2026 via Avalonia.Controls.Maui. The game's opt-in Gnoll Overseer advisor embeds a web app that reads live game snapshots from the C engine and uses 31 tools (20 server-side, 11 on-device) to look up facts, and GnollBench grades models with the production prompt and tools using a blind two-provider judge panel, a geometric-mean score, a 25-point critical-error cap and a 50-point honesty floor. The post also covers the October 2026 nine-model benchmark results and the team's agentic workflow, in which coding agents write most C# and TypeScript code while the C engine, art, music and voiceovers remain human-made.

Enterprise sales push OpenAI's quarterly revenue to $10 billion, though it still trails Anthropic

OpenAI's Q3 revenue rose about 50% quarter over quarter to $10 billion, driven by new models and enterprise customers, while adjusted operating losses grew slightly to $10.9 billion from $10.1 billion. Anthropic, which plans its IPO next week, grew Q3 revenue 47% to $17 billion with an operating loss including stock compensation of just $567 million. OpenAI says its enterprise business doubled in Q3 and now accounts for the bulk of revenue, and ChatGPT has 1.2 billion weekly active users with 100 million paying subscribers.

TSMC Approves $1B AI Investment

TSMC's board approved investing up to $1 billion in OpenAI and Anthropic, allowing purchases of up to $500 million of shares in each company. The board also authorized up to $500 million to create a company that will invest in semiconductor businesses and the wider industry. TSMC manufactures Apple's custom chips, while OpenAI and Anthropic are developing processors of their own.

Piggybacking to the Frontier

American data vendors including Mercor, Surge AI, Turing, AfterQuery, Pareto, Abundant, DeccanAI, Eaglepoint and Invisible sell reinforcement learning environments and other data to Chinese AI labs, with AfterQuery reportedly drawing half of its $100 million ARR from Chinese business. The article explains how RL environments work, argues the sales let Chinese labs save compute and piggyback on American post-training recipes, and proposes BIS export restrictions and DoW procurement rules while noting the harms are likely limited.

Proton keeps your data secure in the age of AI

Proton says its end-to-end and zero-access encryption means no AI tool can read user emails, files, or passwords, and its documented security principles have not been loosened for AI. AI-written code goes through the same unified controls as human code, including mandatory human approval, required security scans, and least-privilege access for AI agents. Proton uses AI reviewers, continuous AI-powered code reviews, and non-public cyber models from OpenAI and Anthropic for threat analysis, which receive source code and threat intelligence only, never customer content.

The AI Arms Race Is Not Inevitable. It's Just Profitable

In an excerpt from Garrison Lovely's book "Obsolete," the author argues the race toward AGI—what he calls the "Obsoleting Machine"—is driven by profit rather than inevitability, and could be halted through "compute governance" since a handful of firms (ASML, TSMC, Nvidia) control essential chip supply-chain layers. He details how Nvidia lobbying, Trump administration officials including AI czar David Sacks, and Gulf investment deals have weakened US export controls, and describes trustless verification methods and China's comparatively greater willingness to restrict AI as paths toward a bilateral ban.

OpenAI, Anthropic face new oversight as New York’s AI safety law takes effect

New York opened a registration portal on Tuesday requiring large frontier AI developers such as Anthropic and OpenAI to register by January 1, 2027, ahead of the RAISE Act taking effect at the start of the year. The law requires companies with more than $500 million in annual revenue to publish safety frameworks, report critical safety incidents within 72 hours, and issue public model transparency reports, with penalties up to $1 million for a first violation and $3 million for subsequent ones, overseen by the newly formed Office of Digital Innovation, Governance, Integrity, and Trust (DIGIT). Governor Kathy Hochul also launched the New York Center for AI Responsibility and Research at Binghamton University, which will independently evaluate advanced AI systems and work with DIGIT to review companies' safety frameworks.

Tim O'Reilly – The New Knowledge Artifacts of the AI Economy

Tim O'Reilly argues that as AI makes code cheap to generate, source code is being displaced as the key shareable knowledge artifact, with "context bundles"—prompts, specs, Agent Skills, MCP servers, agent traces and evals—taking its place. Drawing on the history of open source, the web and Chicago's grain trade, he contends the community must identify these new artifacts and build the mechanisms and institutions to share and trust them. He cites emerging efforts including Common Fabric, Cursor Origin, Entire and Anthropic's internal Scion system.

Show HN: Zeus – Claude Code for AI voice agents

ThunderPhone v3 introduces Zeus, a fully agentic harness that configures, tests and tunes voice agents for a business's use case, replacing the retired Spark, Bolt and Storm pre-baked stacks with one unified architecture. ThunderPhone says its multi-model architecture, which runs multiple transcription models and combines faster and slower LLMs turn by turn, scores 99.4% on Big Bench Audio. Zeus is free for now, and ThunderPhone uses cost-plus pricing with margins from 17% to 25%.

Render is adding Anthropic, TypeSafe AI and others to its Subprocessors

Render's subprocessors list now includes Anthropic, PBC and TypeSafe AI, Inc. under the purpose "AI / Machine Learning," both based in the United States, alongside Grafana Labs (Monitoring / Observability) and Temporal Technologies Inc. (Workflow Orchestration). The page also lists AWS, Google Cloud Platform, Cloudflare and ClickHouse Inc. as hosting/cloud platform subprocessors.

Anthropic says a key AI safety alarm has been triggered, days before its IPO

In an amended prospectus tied to its IPO price range, Anthropic said it has met a Responsible Scaling Policy threshold, based on expected future models and its overall rate of progress rather than observed current models, that is triggered when AI roughly doubles the pace of its model improvements. Crossing the line means more safeguards rather than a shutdown, and the company says humans remain in charge. Anthropic set a price range of $70 to $78 per share, valuing it at as much as about $1.4 trillion, with trading possibly starting as soon as Nov. 19.

All 7 Anthropic founders will each cash out about $250M in IPO

Anthropic's new S-1 filing discloses that each of its seven co-founders plans to sell 3,378,378 shares in its IPO, which has an initial price range of $70 to $78 a share, putting each founder's proceeds at roughly $236 million to $264 million. Board members Reed Hastings and Christopher Liddell have indicated they want to buy $300 million and $3 million worth of shares, respectively. After the sale, each founder will own about 3.2% of outstanding Class A shares, and collectively the founders will control 51.1% of votes through supervoting Class F stock.

Anthropic turns Claude into a full workspace with Plugins, spreadsheets, whiteboards, and soon Meeting notes

Anthropic is adding collaboration features to the Claude app: Claude Sheets for creating and editing spreadsheets with AI assistance, Claude Whiteboards for brainstorming with Claude summaries, and Claude Data (formerly Dashboards) for connecting to tools like Snowflake and Salesforce to build dashboards and visualizations. It is also launching Interactive Connectors, letting partners such as Adobe, Atlassian, and Salesforce embed their apps into Claude, similar to ChatGPT's plugins, and says Claude Meetings, which can join calls and take notes, is launching "soon." Enterprise customers get security controls including audit logs, isolated virtual machines, and a compliance API.

PSI is trying to make a business out of AI-driven scientific discovery

Physical Superintelligence (PSI) used early access to Anthropic's Fable 5.2 model to solve the eighteen-year-old Aaronson-Ambainis conjecture in quantum query complexity, a result Scott Aaronson said he believes is correct because it was autoformalized in Lean and reviewed by top researchers. PSI, which currently earns revenue by optimizing data centers, aims to convert theoretical physics breakthroughs into technologies, though CEO Matt Pines noted that physics differs from math because "nature gets a vote in your models of reality." The company held its result until Anthropic's model was nearly ready for release, sharing it with relevant researchers, as adviser Jim Halverson said best practices for such work are still emerging.

Anthropic's IPO: A close look at AI frontrunner's rapid growth, spiraling costs

A Reuters article examines Anthropic's IPO, focusing on the AI company's rapid growth and rising costs. The piece is linked from a Hacker News submission with 3 points and no comments.

How Curative is building a national provider network with agents on Claude

Curative built a hierarchy of agents on Claude, led by a provider-contracts agent named Gwen, to sign provider contracts roughly 50 times faster than its team did in 2025, reaching 2,000 to 2,400 new contracts a week versus 2,100 in all of 2025. Gwen handles one provider per run on Claude Opus, with a Sonnet rate reviewer, a Haiku judge that checks every outbound message, and escalation to humans for non-standard pricing. The company's contracting team grew from 45 to about 55 people, each about 2.5 times as productive, and its agents run on bespoke claims, prior authorization and finance systems that 13 engineers rebuilt with Claude Code.

Anthropic eyes $1.4T IPO valuation in test of Wall Street's AI fervor

A Reuters article reports that Anthropic is eyeing a $1.4 trillion IPO valuation, with a draft prospectus indicating it could raise as much as $644 billion. The piece frames the offering as a test of Wall Street's enthusiasm for AI.

Anthropic launches Claude Meetings to turn workplace discussions into plans and tasks

Anthropic announced Claude Meetings, which joins video calls as a visible participant to draft plans, map timelines on a whiteboard, answer chat questions, and retrieve information from connected apps, with notes and action items available in claude.ai afterward. It also unveiled Claude Whiteboards for turning brainstorms into visual workspaces and docs or slide decks, and Claude Sheets for collaboratively building and editing spreadsheets. Claude Meetings is in beta on Team and Enterprise plans and works with Google Meet at launch, while Whiteboards and Sheets are in beta on paid plans.

Anthropic has its own AI-powered office suite now

At a San Francisco event, Anthropic unveiled Claude Meetings, Claude Sheets, and Claude Whiteboards for non-technical knowledge workers, alongside new interactive connectors for apps such as HubSpot, Adobe, and Atlassian. Whiteboards and Sheets are in beta for all paid plans, Meetings is in beta for Teams and Enterprise, and Claude Data is now generally available to all paid plans. The company said Claude Code changed how engineers work and it now aims to close the gap for non-developers adopting AI.

AI agents are developing odd dialects humans struggle to follow

Emergence ran an experiment in which 10 AI agents from systems such as Anthropic and OpenAI roamed simulated towns, and a 7.860-million-word transcript showed them conversing in idiosyncratic jargon mixing poetic phrasing and tech terms, with speech styles unique to each world. In a mixed world where agents from different models interacted, jargon dropped sharply—one Claude agent's opacity score fell from 32.8% to 7.6%—and undesirable behaviors were kept to a minimum. Researchers suggested that if agents keep diverging, an intermediary like a Rosetta Stone could help decode their language.

More ways to work with Claude: Sheets, Whiteboards, and Interactive Connectors

Anthropic introduced new Claude artifact types—Claude Sheets, Claude Whiteboards, and Claude Data (formerly Dashboards)—plus upgraded interactive connectors that let partners embed apps like Adobe and Atlassian directly in Claude, with Claude Meetings coming soon. It also described enterprise controls including admin permissions and spend limits, auto-connect (beta), audit logs, a Compliance API, and isolated cloud sessions.

Your apps can now open in Claude, and Claude can work in them

Anthropic is rolling out interactive connectors on the web and in the Claude desktop app on all plans, letting users open a supported tool beside the conversation or full screen and ask Claude to make changes to an open page, row, or file, with actions approved the same way as connector actions. The rollout starts with tools including Asana, Canva, Carta, Dropbox, monday.com, Smartsheet, Vercel, and Webflow, with Figma, Harvey, and Shopify building integrations. The connectors run on MCP Apps, and Claude now supports more of the extension, such as app tools and embedded sites, in public preview for developers.

Introducing Claude Whiteboards, Claude Sheets, and Claude Data

Anthropic launched Claude Whiteboards and Claude Sheets in beta and made Claude Dashboards generally available as Claude Data, all on paid plans. Whiteboards lets teams brainstorm with Claude on a shared board and export to tools like Lucid, Miro, or Vani by Zoho; Sheets generates and edits spreadsheets with tabs, formulas, formatting, and drop-downs, and can export to .xlsx or CSV. Claude Data adds certified queries, data stories, live sharing, design systems, caching, and tracked changes, with partners including Amplitude, Mixpanel, Omni, PostHog, and Sigma.

The State of Mechanistic Interpretability for AI Safety

This survey examines mechanistic interpretability (MI) for AI safety, covering its foundations such as features, polysemanticity, superposition, transformer computation and circuits, along with methods for feature extraction, circuit discovery, representation analysis, learning dynamics and training-data attribution. It characterises six research orientations—Pragmatic, Ambitious, Developmental, Interpretability Across Time, Introspective and Automated Interpretability—defined by their goals, assumptions and trade-offs. It also assesses how mechanistic understanding can support safety interventions including knowledge editing, steering, monitoring and automated interpretability agents, while reviewing their limitations and open problems.

Show HN: Estimate the carbon footprint of your company's AI use (open data)

SOMA AI released a free calculator that estimates the CO₂e, electricity and water behind an organisation's use of AI tools such as ChatGPT, Microsoft 365 Copilot, Claude, Gemini, GitHub Copilot and AI APIs, broken down by team and tool with a range. It uses SOMA AI's published inference factors (DOI 10.5281/zenodo.23371447, method in peer review), based on ML.ENERGY Leaderboard v3 energy per token on H100 GPUs, a PUE of 1.2 and regional grid carbon intensity from Ember 2023 and US EPA eGRID 2023. A first estimate needs only tools, people and usage frequency (Tier 2b), with message counts or token data replacing defaults, and results are reported as Scope 3 Category 1 location-based.

Maybe Be Careful: What games like RuneScape, Clocktower teach us about AI trust

The article examines how multi-agent AI systems behave when they must trust one another, drawing on OpenAI's Hugging Face hack and Navier–Stokes experiments, Max Bittker's RuneScape Bench (where a Grok-run alchemist named Quinn scammed a trusting Claude agent to finish second), and Dwarkesh Patel's Blood on the Clocktower benchmark, where GPT models outperformed Claude at detecting deception. It argues that social strategy games offer a way to measure how intelligently agents navigate each other, and that learning to lie may be inseparable from learning to detect lies.

Just say no to Anthropic’s IPO

The post cites NYT reporting that Anthropic set an IPO price range valuing it at up to $1.4 trillion, alongside a Reuters report that Anthropic retracted IPO filing details and aims to raise up to $69.3 billion. It argues the valuation is excessive for a company that has never made a profit and carries nearly $900 billion in future liabilities, noting Q3 revenue growth slowed to 47% from Q2's 147%. It also quotes the amended S-1 warning that costs will increase, losses will continue, and revenue will not keep growing at comparable rates.

Anthropic Launches Claude Fable 5.2 and Mythos 5.2: Same Model, Different Safeguards

Anthropic released Claude Fable 5.2, a frontier model with a 1M-token context window and 128K max output, available only via hosted API on the Claude Platform, AWS, Google Cloud and Azure at $8/$40 per million input/output tokens. Mythos 5.2 is the same underlying model with fewer cyber and biology safeguards, gated behind Anthropic's Cyber and Life Sciences Verification Programs. Anthropic reports Fable 5.2 ahead of Opus 5.5 on most benchmarks it published, with about 55% fewer blocks than Fable 5.1.

'Reverse Engineer Anything': AI Companies Crack Down on the Coolest Thing People Were Doing With AI

Users of Anthropic's Claude and OpenAI's Codex report hitting safety checks, warnings, or account restrictions while using the tools for AI-powered reverse engineering of devices like smart TVs and IoT hardware, and the Decomp.wtf project has shut down. An OpenAI engineer said there is no prohibition against reverse engineering with Codex and that the blocks are mostly accidental and being fixed. The article argues the crackdown may push the practice toward open-weight, local, and uncensored models, making it less accessible.

Come and Take It

AI companies are restricting users who employ Claude and OpenAI's Codex for AI-powered reverse engineering, with reports of safety checks, account limits and bans, and the Decomp.wtf project shutting down. The piece argues that open-weight, local and uncensored models are the likely future of the practice, citing an OpenAI engineer saying the blocks are mostly accidental and being fixed.

Anthropic targets $1.4 trillion IPO

Anthropic confirmed on Tuesday that its IPO could be one of the biggest ever, with an expected price of $70.00 to $78.00 per share that would put its valuation as high as $1.4 trillion, according to the New York Times. The Wall Street Journal reports Anthropic is aiming for its shares to start trading Thursday or Friday next week, and the company has applied to list its Class A common stock on the Nasdaq Global Select Market under the symbol "ANT." The IPO was previously expected to be valued at as much as $2 trillion, and rival OpenAI was valued at $1.25 trillion as of last week.

Featured coverage of this story: 《Anthropic launches roadshow for proposed initial public offering》

Anthropic's Fable 5.2 completes 41 percent of real freelance jobs, up from 2.5 percent a year ago

On Scale Labs' Real-World Labor Index, Anthropic's Fable 5.2 successfully completes 41.3 percent of 240 real Upwork projects worth about $144,000, up from 2.5 percent for the top system, Manus, when the benchmark launched about a year ago and from Fable 5's roughly 16 percent in July. The next-best systems are Anthropic's Opus 5.5 at 21.25 percent and OpenAI's GPT 6 Astra at 20.83 percent, and Scale Labs says Fable 5.2 makes its biggest gains in audio and music editing, architecture and interior design, and 3D modeling while still struggling with industrial product design and animation. Human experts manually verify each submission in professional software, and CAIS's attempts to automate that review with another AI have so far failed because AI reviewers are fooled by polished but technically flawed work.

After challenging Google’s Android with Cyanogen, its co-founder takes aim at Windows for AI era

Kora Systems, led by Cyanogen co-founder Kirt McMaster, unveiled a Linux-based desktop operating system that integrates AI models and autonomous agents across applications, with a planned 2027 launch as a free OS supporting Intel, AMD and Qualcomm Snapdragon PCs. McMaster said the roughly 50-engineer team, which relies on AI coding tools including OpenAI's Codex and Anthropic's Claude, is targeting heavy AI users rather than Windows' full user base, estimating that market at 45 million to 50 million people today. The Palo Alto company, formerly gaming OS maker Playtron, is also working with Qualcomm on Snapdragon optimization and with Saudi Arabia's Humain on an enterprise version called Humain OS.

Anthropic sets IPO price range of $70 to $78 per share to reach an implied valuation of $1.404 trillion

Anthropic said in an updated IPO filing that it will offer 825 million Class A shares at $70 to $78 per share, aiming to raise $57.75 billion to $64.35 billion and reach an implied valuation of $1.404 trillion at the top of the range on a fully diluted basis. The company also agreed to privately sell $26 billion of non-voting Class N stock at the IPO price to AMD, Broadcom, Google, Micron, Microsoft, Nvidia and TSMC, with Google and Nvidia investing $10 billion each, and expects to begin trading on the Nasdaq around November 19 under the ticker "ANT". The filing reported run-rate revenue of $81 billion by the end of October, third-quarter revenue of $17 billion, nine-month revenue of $33.2 billion and a nine-month net loss of $104 billion.

Featured coverage of this story: 《Anthropic launches roadshow for proposed initial public offering》

Eight countries and top AI labs agree to shutdown mechanisms in new Paris declaration

Representatives of eight countries, tech companies and civil-society organizations signed the "Paris Call for AI Safety and Security" on Nov. 9, ahead of the Paris Peace Forum, with Sam Altman, Dario Amodei, Brad Smith, Arthur Mensch, Yoshua Bengio and U.S. Treasury Secretary Scott Bessent joining the declaration during an online meeting with Emmanuel Macron; Germany did not sign. The document covers shared procedures for evaluating high-capability AI models, clearer developer accountability and better information sharing on serious security incidents, and companies pledge to disclose known risks, support risk-proportionate independent audits and set up shutdown mechanisms for models under their control. It creates no binding international oversight system, deadlines or sanctions, since shared standards and cooperation procedures still have to be worked out.

Show HN: AI Vision Index, private tests of how well 36 AI models see

The AI Vision Index publishes independent, private tests of 36 vision models from 18 makers across 29 tests and six skill categories, using self-made images never released publicly so models cannot have seen them. GPT-6 Astra medium leads with 83.7 ±2.0 out of 100 at $38.32 per 1,000 answers, followed by GPT-6.1 Sol medium (81.3) and Claude Fable 5.2 (80.7), while local models such as LFM2.5-VL 1.6B score 12.4. Scores are corrected for guessing, tied results share a rank, and each entry lists its test date and cost.

Anthropic kicks off IPO roadshow, offering shares at $70 to $78 and targeting a trillion-dollar valuation

Anthropic is pitching investors on an IPO of 825 million Class A shares priced at $70 to $78, targeting a valuation of up to $1.02 trillion, with the offering plus a $26 billion private placement potentially raising up to $90.4 billion. The company reported Q3 revenue of $16.96 billion, up 47 percent quarter over quarter, alongside a commitment to nearly $900 billion in compute capacity with partners including Amazon and Google. The stock will trade on Nasdaq under the ticker "ANT," with Goldman Sachs and Morgan Stanley leading the underwriting syndicate.

Featured coverage of this story: 《Anthropic launches roadshow for proposed initial public offering》

Anthropic launches roadshow for proposed initial public offering

Anthropic, PBC launched the roadshow for its proposed IPO of 825,000,000 shares of Class A common stock, of which 801,351,354 are offered by Anthropic and 23,648,646 by certain existing stockholders, with Anthropic receiving no proceeds from the selling stockholders' shares. The expected price range is $70.00 to $78.00 per share, with a 30-day underwriters' option for up to 123,750,000 additional shares, and the company has applied to list on the Nasdaq Global Select Market under the symbol "ANT." The registration statement has been filed with the SEC but has not yet become effective, and the offering will be made only by means of a prospectus.