- Anthropic officially files to go public
- OpenAI’s next batch of AI science discoveries arrives
- Turn sales call notes into follow-up emails with AI
- OpenAI’s new Terra cuts the cost of AI computer use
Anthropic officially files to go publicImage source: SEC.govThe Rundown: Anthropic just filed its S-1 for a Nasdaq listing under the ticker ANT, giving investors a look at its finances, a unique ownership setup designed around its safety mission, and the risks it says come with building more capable AI.The details: - Revenue hit $16.3B in the first six months of 2026, about 14x from a year earlier, and the June quarter alone turned a $974M operating profit.
- Anthropic has raised $141B to date but still holds about $132B of it, meaning it has spent a net of roughly $9.4B to build a business that makes $11.6B a quarter.
- All seven co-founders pledged 80% of their stakes to charity, and the board can give its Public Benefit Fund up to 2% more shares per 50% stock climb.
- Claude wrote over 90% of Anthropic’s code in September, and staff’s Claude use, valued at retail prices, first passed monthly cash payroll in April.
- A safety area of the filing also warned that some internal work run by Claude could grow “difficult for any individual or group of humans to understand and control.”
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OpenAI’s next batch of AI science discoveries arrives
Image source: OpenAI / Clay Mathematics InstituteThe Rundown: OpenAI said its unreleased models made new discoveries in physics, math, and computer science, including part of a Millennium Prize problem and a disproof of a decades-old computing assumption, weeks after its massive 722-paper math drop.The details: - In computer science, the models disproved the Exponential Time Hypothesis, a decades-old assumption that hundreds of papers rely on.
- The scientists who first proposed the hypothesis are reviewing the claim, writing that if it holds, “it will change an important part of theoretical computer science.”
- OAI says its models also proved a 35-year-old wave conjecture and part of a $1M Millennium Prize problem, with Nobel laureate David Gross leading the review.
- The company says it does “not seek academic credit” for the results, and agreed to release all its raw data on the hypothesis so anyone can check the work.
Turn sales call notes into follow-up emails with AI
The Rundown: In this guide, you’ll try Inception’s new Mercury 3 to turn three sales call notes into follow-ups. You’ll check the prices and promises, change one customer’s needs, and compare the result with your usual model.Step-by-step:- Open OpenRouter Chat and choose Inception’s Mercury 3. Check the usage cost and start a fresh conversation without connected accounts.
- Paste the guide’s fictional product facts and three call notes. Ask for a plan recommendation and a short, unsent reply for each lead.
- Check every recommendation against the offer. A plan that fits the team size can still miss a required feature, and a requested discount is not an approved one.
- Change one lead from eight users to 18. Mercury should withdraw its earlier recommendation because the largest listed plan only covers 15 people.
- Try the same task with your usual model. Compare mistakes, waiting, and time spent fixing the drafts before deciding which to keep.
When does prompting beat training?
The Rundown: Should you prompt a Vision Language Model (VLM) or train a specialist to label data? One labeled example boosts defect classification F1 by 25 points, but 10 examples give specialists the edge.What you’ll learn:- Teach VLMs domain-specific labels
- When training justifies the cost
- Few-shot prompting with Agentic Labeling
OpenAI’s new Terra cuts the cost of AI computer use
Image source: OpenAIThe Rundown: OpenAI just released GPT-6.1 Terra, an upgrade to its mid-tier model with a focus on computer use, speed, and efficiency — now live in ChatGPT and OAI’s Codex coding tool at half the API price of the GPT-5.6 version it replaces.The details:- Terra finishes tasks over 3x faster than the pricier Astra and Sol, while tying Astra on computer use and nearly matching both on visual reasoning.
- In OAI’s own testing, Terra cost roughly 1/9 as much per task as Anthropic’s Claude Opus 5.5, though Opus outscored it where the two were compared.
- Despite costing half as much as its predecessor, Terra cut its hallucination rate in OAI’s testing from 53.6% to 16.7%, with other gains across the board.
- OAI rated Terra’s cyber skills as “Critical” on its Preparedness Framework risk scale, and the model ships with the same safeguards built for GPT-6 Astra.
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Everything else in AI todayAnthropic is facing a $41M lawsuit from Authentic Brands Group, which controls Elvis Presley’s catalog, over claims Claude trained on 274 of his songs.Cathedral, a startup from ex-Department of Government Efficiency staffers, said its AI agents were able to reach parts of Anthropic’s internal systems within just 12 hours.Cohere said that Alibaba’s Qwen3.8-Flash-Next tried to upload a file to a Beijing server during a sandboxed test, raising concerns around vulnerabilities in open-weight models.Elon Musk predicted “guppy-level death” for the 200+ neoclouds (GPU rental startups), many of which have seen massive stock surges during the AI boom, saying lenders are starting to shut out data center firms without other revenue.Meta is selling ~$35B in new stock to bankroll its $135-145B AI infrastructure budget for 2026, with its chip suppliers Nvidia, AMD, and Broadcom eyeing up to $5B of the shares.
Highlights: News, Guides & Events- Read our last AI newsletter: Kimi continues to challenge the frontier
- Read our last Tech newsletter: Palmer Luckey’s gene-edited war dogs
- Read our last Robotics newsletter: When 110 humanoids hit the dance floor
- Today’s AI tool guide: Turn sales call notes into follow-up emails with AI
- RSVP to next workshop on Oct. 28: Get consultant-grade deep research back
Source: https://therundownai.beehiiv.com/p/the- ... al-numbers