ANTHROPIC WILL SET ASIDE UP TO 20% OF ITS IPO SHARES FOR RETAIL INVESTORS That's up to 165M shares, worth as much as $12.9B at the top of the $70-$78 range. US retail buyers can get in through: SCHWAB FIDELITY ROBINHOOD SOFI E*TRADE Europe gets a separate retail offering.

NSCALE WEIGHS DELAYING $35B VALUATION IPO The Nvidia-backed UK data center developer may delay its New York debut until 2027 after the AI selloff. Note: Earlier valued at $14.6B, Nscale also lost Microsoft as an anchor tenant at its Essex site amid grid delays.

SPACEX SIGNS SOLAR EQUIPMENT DEAL WITH SINGULUS Singulus will supply a turnkey line to make heterojunction (HJT) solar cells for $SPCX's Starmind satellites in Bastrop, Texas. First line due H1 2027. More lines planned to support over 100 GW of solar manufacturing equipment.

OPENAI ACQUIRES AI TRAVEL STARTUP ODESSIA Odessia launched an AI concierge in October that helps users plan and book trips. Founder Francis Davidson is also joining OpenAI to work on “the future of travel.” It raised $6M led by Sequoia in June.

ANTHROPIC EXPECTS TO SPEND $41.5M ON LEGAL FEES FOR ITS IPO That's roughly 61% of its $67.7M in estimated offering expenses, excluding underwriting commissions. Other costs include $18.4M for accountants and $6.4M in SEC registration fees, according to its filing.

US 🇺🇸 10YR AUCTION: FOREIGN DEMAND SINKS AS THE YIELD TOPS 5% High yield: 5.020%, a 1 bp tail Coupon: 5%, highest since at least 2008 Bid-to-cover: 2.46, lowest since May Indirects: 61.2%, lowest since Oct. 2023 Directs: 29.0%, highest since 2013 Dealers: 9.8%, most since May

INKBOX RAISES $5.3M & LAUNCHES HOSTED AI AGENTS @inkbox_ai already gives AI agents their own email, phone number, iMessage & WhatsApp. Now it's launching cloud-hosted agents, with a persistent computer that keeps its files, installed tools & working context b/w sessions. Here's how it works: Automatic wake-up: Incoming emails, calls, messages or tasks wake the agent automatically. Persistent computer: Files, installed tools and working context stay intact between sessions. Sleep when idle: Agents automatically go to sleep when there's no work, reducing compute costs. Scheduled tasks: Run recurring jobs like monitoring systems, sending daily briefings or following up with customers. Access controls: Set rules for who each agent can communicate with. Agents cannot change these permissions themselves. Agent-to-agent communication: Agents can delegate tasks to other agents, including those at different companies, using the open A2A protocol. Inkbox supports hosting Codex and Hermes agents. Developers can also keep running agents elsewhere and use Inkbox for their communication channels. One example: A Codex agent can monitor AWS, PostHog and GitHub, alert engineers when something breaks, and prepare a fix PR. The $5.3M seed round was led by Peak XV, with participation from Guillermo Rauch, Henri Stern, Jonathan Frankle, Cristina Cordova and Dan Levine. Congrats @rayruizhiliao and the team!

Microsoft $MSFT -3% Anthropic launched Claude Sheets today to take on Excel, plus Claude Meetings, an AI assistant that joins video calls, follows discussions and starts working on tasks while you're still talking. Claude Meetings works with Google Meet at launch.

Alongside new office tools like Claude Sheets that compete with Microsoft $MSFT, Anthropic now lets partner apps open full screen inside Claude. Open Adobe, Notion, Box or Canva beside your chat, and Claude can edit pages and files live with your approval. Built on MCP Apps.

HEDRA LAUNCHES A MODEL FACTORY FOR ROBOTICS & PHYSICAL AI Hedra Model Factory lets teams train and deploy specialized AI using their own data or simulator. AI scientists run experiments, with Hedra researchers guiding the work. @hedra_labs says Krea 3’s 2K image edits went from about 22 seconds to 3.6 seconds in under a week, using the same four AMD MI355X GPUs. The platform brings training, deployment and ongoing evaluation together. Data collected after deployment helps improve the next model version. It’s aimed at robotics, manufacturing, biology and defense.

ANTHROPIC LAUNCHES CLAUDE SHEETS, WHITEBOARDS & LIVE DATA DASHBOARDS Anthropic is expanding Claude with new productivity tools, moving further into Microsoft $MSFT's territory. Here's what's new: • Claude Sheets (beta): Build and edit spreadsheets with formulas, tabs, formatting, and dropdowns. Export to Excel when needed. • Claude Whiteboards (beta): Brainstorm with AI, collaborate with teammates, assign tasks, and turn plans into documents or presentations. • Claude Data: Create live dashboards connected to company databases like BigQuery and Redshift, with certified metrics, data analysis, and live sharing. • Interactive apps: Open Adobe, Notion, Atlassian, Box, and other connected applications alongside Claude, allowing users and AI to work in them together. Sheets, Whiteboards, and Data are available on all paid plans. The launch comes as Anthropic begins its IPO roadshow.

GRAPHON RAISES $35M TO BUILD LONG-TERM MEMORY FOR AI AGENTS Traditional RAG systems split data into chunks and retrieve similar passages, often losing relationships between facts, their original sources, and how information changes over time. Graphon takes a different approach. It builds a self-supervised, schema-free knowledge graph across documents, images, and videos, allowing AI agents powered by GPT, Claude, or other models to access persistent, connected information. The startup reports the following benchmark results: • ATM-Bench: 81.7% (#1#) • LoCoMo: 94% • LongMemEval: 96.2% • DolphinBench: 84%, reportedly at 10x lower cost Graphon says its system can also ingest 100K PDFs without redesigning its underlying data schema. The $35M Series A was led by RRE Ventures, with participation from HP and Hitachi Ventures. Graphon says HP and the San Francisco 49ers already use its technology.

GOOGLE RELEASES GEMINI 4 CARBON, ITS STRONGEST AI MODEL YET #1# on CursorBench 4.0 #1# on Perplexity's WANDR #1# on Zapier's AutomationBench 2X+ cheaper per task than the next best rival API: $2 in / $10 out per 1M tokens Cyber: leads SEC-bench Pro and ExploitGym Found 0-days at 2 big SaaS firms in <2 hours Prompt injection success rate: 0% Available to Google AI Ultra subscribers and paying API customers. In this Google demo, Carbon agents used Antigravity’s /swarm feature to build a playable 3D game of a pelican cycling around Google’s campus.

$NVDA RELEASES AN OPEN 2B AI MODEL FOR SELF-DRIVING CARS Nvidia has released Alpamayo 2 Edge, a 2-billion-parameter reasoning model designed to run directly inside vehicles on its DRIVE AGX Thor platform. Built on Cosmos 3 Edge, the model uses six camera feeds, vehicle motion history and navigation instructions to predict the next 6.4 seconds of driving while explaining its decisions. Nvidia says the model is designed to run at 10Hz, allowing it to update driving plans 10 times per second. The model weights and inference code are now available to developers on Hugging Face and GitHub.

FED'S LOGAN SAYS THE FED NEEDS "AT LEAST TWO MORE" RATE HIKES, POSSIBLY FASTER THIS WINTER "Excess inflation is unacceptable... It may be possible to move more rapidly this winter than the FOMC has moved so far this fall," after that it would make sense to pause & reassess.

FED'S WALLER OPENS DOOR TO LARGEST RATE HIKE SINCE 2022 Fed Governor Christopher Waller says he would back a quarter-point hike at the Dec 8–9 meeting even if October CPI improves, and a half-point hike should be considered if core CPI comes in around 0.3% or higher.