Anthropic's valuation has now been roughly cut in half from the lofty $2 trillion heights that were being spoken of in financial circles only a month ago. On the plus side, if you are a believer, you can now get in for about half price. The IPO media blitz is starting Monday.

North Korean state hackers appear to have been behind the Binance attack. The entire event started through a single DevOps engineer's compromised laptop. With the confirmed impact now at $6.3 billion, it is by far the largest crypto heist in history.

Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. 34.5% of SpaceX's revenue last quarter was from compute-as-a-service to Dario Amodei, and Anthropic has committed to spending up to $120.5 billion through 2029. He will be paying Elon $3.1 billion a month starting in December 2026.

The ranking members of the House Judiciary and Oversight Committees have written a letter to President Trump asking whether he has been soliciting advice from Grok in order to help carry out his official duties as President of the United States. They also demanded that he preserve any prompts sent to Grok, ChatGPT, Claude, Gemini, and Perplexity, as well as outputs in response to those prompts, that were 'submitted to AI chatbots in carrying out your constitutional, statutory, or other official or ceremonial duties.' The letter was provided by Politico.

Tyler Cowen: 'I am not even sure what to say at this point. We need a radical revaluation of this work, and of the associated policy arguments. More generally, this is only a single step in the story of how AI is going to revise economic science, and indeed past research more generally. As I stress in many of my recent talks, there will be significant gains and losses in status, with the losses often outweighing the gains. I see this as one of those cases.'

Sundar Pichai on the earnings call: 'This rapid progress underscores our incredible model momentum. We are at the point where AI is helping us increase our training and launch velocity. I would expect the next twelve months to see continued acceleration because of RSI.'

CALL FOR AI DETECTION BENCHMARKS I believe it is vital that third parties are able to audit AI detectors like Pangram. Our largest sample size benchmark, from UChicago, was run on Pangram 3 and is a year old now. New LLMs are being released all the time, and the binary task doesn't capture the full spectrum of real world performance. A great benchmark will help shape how the world interacts with AI over the coming years. I am putting out a call for new third-party evaluations that attempt to answer one or more of the following questions: - How well do current detectors catch text from the latest frontier AI models? What about in high context settings, like deep research or an agent harness? - How well do current detectors do on mixed authorship text? Ideally, research in this area explores the full spectrum of AI assistance from light grammatical edits to full co-authorship. - Any sort of sliced evals around language, background, or ethnicity. Null results that show no bias are still interesting to us. What I value in a benchmark is extraordinarily clean data, frontier LLM data, and a high enough difficulty that the benchmark is not saturated by most detectors. If you want credits to run your benchmark, please apply here:

Introducing 𝙻𝙵𝙼𝟹: our new generation of Liquid Foundation Models. With a new tri-hybrid architecture and new multimodal encoders, the LFM3 family is the ideal model suite for specialized intelligence. > 6 model instances, across text, audio, vision, and omni modalities, generative and decision models. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱: text, 256k context window. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱: vision-language model with video-input support for spatial understanding > 𝙻𝙵𝙼𝟹-𝙰𝚞𝚍𝚒𝚘-𝟸𝙱: tool calls, voice chat, reasoning in 18 languages. > 𝙻𝙵𝙼𝟹-𝙾𝚖𝚗𝚒-𝟸𝙱: an omni model combines vision, audio, and language. > 𝚍𝟷-𝟸𝙱 and 𝚍𝟷-𝙾𝚖𝚗𝚒-𝟸𝙱: decision models with typed outputs and calibrated probabilities in a single pass. Omni adds audio input. > fine-tune on 1 GPU. > a new tri-hybrid architecture > architecture optimized for 14 processor classes across GPUs, CPUs, and NPUs. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱 is a beast. It performs competitively with Gemma 4 12B (6x larger), and Gemini 3.5 Flash Lite, and GPT-5.6 Luna, with 1.9B parameters. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱 is #1# on the Pareto frontier of device intelligence 𝚙𝚒𝚙𝚎𝚝𝚝𝚎.𝚕𝚒𝚚𝚞𝚒𝚍.𝚊𝚒 Every modality for specialized intelligence. Pick the one that fits your use case, customize it, and run it on-device. 1/ 🧵

This is extremely confusing, but an internal Claude research model also independently refuted the Exponential Time Hypothesis on October 16, with 14M output tokens and no human input. 'Anthropic researchers worked with Claude to improve the presentation, resulting in this paper.'

OpenAI has announced to three new discoveries in mathematics, computer science, and physics: - Local smoothing and the Kakeya conjecture - The Exponential Time Hypothesis is false - Existence of quantum chromodynamics and completions of the Standard Model

Shigeru Miyamoto, creator of Super Mario and The Legend of Zelda, on generative AI and the evolution of videogame creation: 'As you mentioned earlier, this is an era where even people who aren't game designers can make games. If we broaden the definition of a 'game,' I think the era has already arrived where everyone can make games. I had always thought it would be ideal for those boundaries to disappear, so I think this has become a very good era.'

I don't take money from any lab. I'm saying this impartially; the number of people on my feed over the last two weeks saying they are switching over to Anth because of Opus 5.5 is like nothing I've seen before. And even if someone does beat Opus, they have Fable 5.5 ready to go.