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Nov 12Thu
  1. 36Kr · AI78

    Anthropic's IPO demand exceeded several times over, planning to raise up to $90.4 billion through IPO and private financing.

    Anthropic's IPO demand has reached several times the number of shares available for issuance, primarily driven by commitments from large anchor investors. The company and its co-founders plan to raise a maximum of $90.4 billion through IPO and private placements, which, if completed, will surpass the SpaceX IPO and become the largest IPO in history. Anthropic's fully diluted valuation target is approximately $1.4 trillion, lower than some investors' previous expectations.

  2. Ars Technica · AI

    TSMC plans to invest $1 billion in Anthropic and OpenAI

    TSMC's board approved an investment of up to $500 million in OpenAI preferred stock and Anthropic common stock, which will purchase at the expected IPO price. This move will inject confidence into the market, but analysts warn that the circular financing between investors, suppliers, and customers makes it difficult to assess the true market demand for AI hardware and services.

  3. Claude · YouTube42

    Claude Code's use case selection between Fable 5.2 and Opus

    Claude Code released Fable 5.2, requiring users to select Opus 5.5, Fable 5.2, Sonnet 5.5, or Haiku 5.5 based on task type, or distribute tasks across models. The availability and usage restrictions of each model vary depending on the subscription plan. Guidelines suggest using the corresponding model for complex coding and knowledge work, open-ended technical tasks, and low-cost limited tasks, respectively.

    Same story · 11 outlets

    How the accounts differ:TechCrunch states the input price of Fable is reduced to $8 per million tokens; others do not mention the price.

Nov 11Wed
  1. The Decoder

    Anthropic claims AI has weakened NVIDIA's CUDA advantage, reducing the time to switch to AMD chips to three days.

    Anthropic claims to have reduced the time to migrate its AI model, Claude, to AMD GPUs from several months to three days with almost no human intervention, thereby breaking its reliance on NVIDIA. The company states that the AI model Mythos has completed 99% of the kernel migration or writing work, allowing the new hardware to reach a usable performance level in three days, while traditional engineering methods require six to twelve months.

  2. The Decoder80

    Corporate sales drive OpenAI's third-quarter revenue to $10 billion, still lagging behind Anthropic

    According to reports from The Wall Street Journal and The Information, OpenAI's revenue grew by about 50% quarter-on-quarter to $10 billion, while adjusted operating losses increased slightly from $10.1 billion to $10.9 billion.

    Why it matters: Comparing the revenue and loss structure of the two companies in the same quarter can reveal the efficiency difference between the enterprise customer and consumer business routes.

  3. 36Kr · AI65

    Anthropic has added about $10 billion in new cloud computing power procurement commitments from Microsoft and Google, and the Lambda computing power agreement is at risk of being canceled.

    Anthropic has reached new cloud computing power procurement commitments with Microsoft and Google, with future spending increasing by about $10 billion over the next decade; the $34.9 billion agreement with Lambda is at risk of being canceled due to the latter's failure to build a data center, and Anthropic has no immediate intention of canceling it.

  4. ITHome · AI

    Anthropic Claude completes AI model adaptation for AMD GPU in just 3 days, challenging NVIDIA's CUDA moat.

    Anthropic Claude Mythos Preview model completed adaptation to AMD MI355X GPU in just 3 days, traditional adaptation requires 6-12 months; GPUs are trending towards general computing power resources, challenging NVIDIA's CUDA moat.

  5. ITHome · AI65

    Anthropic's underwriters are considering raising the IPO offering price, with the valuation potentially exceeding $1.5 trillion

    Anthropic's underwriters are considering raising the IPO offering price to a range above $70 to $78 per share, with a target valuation potentially exceeding 1.5 trillion dollars. The company plans to go public next week, raising up to $64 billion, with strategic partners investing $26 billion.

  6. ITHome · AI

    TSMC approves a maximum $1 billion investment plan for Anthropic and OpenAI.

    TSMC has approved a plan to invest up to $500 million (approximately 3.344 billion yuan) in Anthropic and OpenAI, respectively subscribing to common stock in Anthropic's initial public offering (IPO) and preferred stock in OpenAI. This move injects a shot in the arm into the AI investment market, with Anthropic's IPO potentially raising over $61 billion (approximately 4,079.53 billion yuan), with TSMC also being one of the participants in the plan.

  7. Hacker News · 300+65

    VulnCheck Community tracks vulnerabilities discovered by Anthropic.

    VulnCheck Community tracked that Anthropic has recorded 442 CVEs to date, accounting for 0.5% of all CVEs this year, with only 2 publicly exploited; Anthropic has publicly recorded 37,966 findings, with only 7,349 publicly disclosed, 217 repaired, but 1,654 marked as duplicates, 419 withdrawn, and the claimed true positive rate increased from 90.8% to 94.2%.

  8. ITHome · AI

    Anthropic is providing free credit resets for Claude Pro, Max, Ultra, and Team users and expanding MCP Apps support

    Anthropic is providing free credit resets for Claude Pro, Max, Ultra, and Team users, covering all models and usage limits; Claude supports more MCP Apps extensions, allowing third-party developers to embed full application interfaces, supporting App Tools and Embedded Sites, which have been gradually rolled out on the web version and desktop client.

  9. 36Kr · AI65

    Anthropic submits prospectus to the Australian Securities and Investments Commission, allowing individual investors in the country to participate in the IPO

    Anthropic has submitted documents to the Australian Securities and Investments Commission, allowing individual investors in the country to participate in the IPO subscription from November 11, with the process expected to end on November 17. The stock is scheduled to be listed on the Nasdaq on November 20. Besides the United States, Australia is one of the few countries that allows individual investors to directly subscribe to Anthropic's stock.

  10. 36Kr · AI65

    Anthropic launches AI office tools, intensifying competition with Microsoft and Google

    Anthropic introduces a video call assistant, a data dashboard tool, and Claude Sheets spreadsheet service, the latter similar to Microsoft Excel and Google Sheets but with built-in AI capabilities. The new tools will be made available to paid users in beta form.

  11. 36Kr · AI65

    Anthropic's seven co-founders plan to cash out $1.75 billion in the IPO

    Seven co-founders of Anthropic will sell stocks worth $1.75 billion in total in the upcoming IPO, with each co-founder planning to sell stocks worth about $250 million. Anthropic seeks to raise up to $90.4 billion through the IPO and private placement, corresponding to an estimated valuation of $1.4 trillion. The IPO plan is scheduled to price on November 18 and begin trading the next day.

  12. 36Kr · AI65

    NVIDIA and Huang Renxun faced a class-action lawsuit from shareholders, leading to a market value drop of 2.85 trillion in two days; Anthropic officially launched its IPO roadshow; Alibaba plans to split Pingtongge into an independent listing.

    NVIDIA and Huang Renxun faced a class-action lawsuit from shareholders, leading to a market value drop of 2.85 trillion in two days; Anthropic launched its IPO roadshow, planning to issue 825 million Class A common shares at a price range of $70 to $78 per share; Alibaba applied for the independent listing of its subsidiary, Pingtongge.

  13. OpenRouter Blog70

    OpenRouter tutorial: How to fix OpenAI and Claude's 429 rate limit error

    OpenRouter published a tutorial explaining how to read the 429 response header and determine the rate limit source based on limit_source, providing three repair methods: retry, model fallback, and vendor failover.

    Why it matters: The author used the same batch of 60 requests to test three 429 handling methods, providing a comparison of time consumption and cost, which can be directly migrated to your own retry logic.

  14. The Decoder

    Anthropic has added collaboration features to Claude, launching plugins, spreadsheets, whiteboards, and an upcoming meeting notes feature.

    Anthropic added collaboration features to Claude, launching editable spreadsheets, AI-powered whiteboards, and Claude Data (formerly Dashboards) that connect to tools like Snowflake and Salesforce, and allows partners like Adobe and Atlassian to embed applications. Claude Meetings is launching soon, allowing users to join calls and take notes. Enterprise customers receive security controls such as audit logs, isolated virtual machines, and compliant APIs.

  15. The Verge · AI65

    Anthropic has released the AI office suite Claude Meetings, Sheets, and Whiteboards.

    Anthropic has launched an AI office suite for non-technical knowledge workers, including Claude Meetings, Claude Sheets, and Claude Whiteboards, supporting features like meeting notes, shared whiteboards, spreadsheet editing, and presentation video generation, all currently in Beta testing. Some tools are available to paid plans, and Claude Data has been officially opened to all paid users.

  16. Claude · YouTube

    Claude enhanced interactive connector function, can use the full tool version directly within the application

    Claude adds interactive connector functionality, allowing users to directly open the full version of the tool within applications like Adobe, Atlassian, and Box for collaboration. The video demonstrates adding a plan summary in Confluence, applying a dither effect in Adobe, and checking flat design standards in Box, among other operations, and supports users to modify it themselves or have Claude assist with it. This feature has started rolling out on web and desktop versions.

  17. Claude · YouTube

    Claude is launching whiteboard, spreadsheet, and data analysis features.

    Claude Whiteboards and Claude Sheets enter beta, Claude Dashboards officially launch as Claude Data

  18. TechCrunch · AI

    Anthropic is launching Claude Meetings to transform work discussions into plans and tasks.

    Anthropic has launched Claude Meetings, integrating Claude into video conferencing to generate plans, create timelines, answer questions, and access connected apps in real-time during discussions; simultaneously, Claude Whiteboards and Claude Sheets were released, supporting team real-time collaboration for visual planning and co-editing spreadsheets, both in Beta testing.

Nov 10Tue
  1. MarkTechPost82

    Anthropic released Claude Fable 5.2 and Mythos 5.2: The same model, different safety guards.

    Anthropic releases Claude Fable 5.2 and Claude Mythos 5.2, both based on the same underlying model. Fable 5.2 adds a classifier to intercept high-risk cybersecurity tasks and most biology research tasks, while Mythos 5.2 removes these restrictions and requires access through the Cyber Verification Program and Life Sciences Verification Program.

    Same story · 11 outlets

    How the accounts differ:TechCrunch states the input price of Fable is reduced to $8 per million tokens; others do not mention the price.

  2. ITHome · AI65

    Goldman Sachs estimates that Anthropic's revenue will exceed 600 billion US dollars by 2030.

    Goldman Sachs predicts Anthropic's revenue will exceed 600 billion US dollars by 2030, with approximately 52 billion US dollars in revenue in 2025, increasing to 136 billion US dollars in 2027, and reaching 442 billion US dollars in 2029. Anthropic's revenue in 2025 is 4.6 billion US dollars; if Goldman Sachs' prediction comes true, it will rank among the world's largest companies.