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Aswath Damodaran publishes a valuation article on Anthropic
Aswath Damodaran, a valuation professor at New York University, published a long article valuing Anthropic at $1.475 trillion. In the article, he noted that Anthropic's revenue in the first half of the year was about 14 times that of the same period last year, but growth slowed in the third quarter because OpenAI took market share and Anthropic lacked sufficient computing power. He mentioned that the $80.7 billion book loss in the first half mainly came from $72 billion in non-cash bond expenses, while the actual operating loss was slightly over $8 billion; Anthropic said it had achieved operating profitability last quarter. He believes the biggest risk is over $600 billion in computing power commitments, and that seven co-founders hold 50.1% of voting rights through a single class of shares.
n the article, he noted that Anthropic's revenue in the first half of the year was about 14 times that of the same period last year, but growth slowed in the third quarter because OpenAI took market share and Anthropic lacked sufficient computing power. He mentioned that the $80.7 billion book loss in the first half mainly came from $72 billion in non-cash bond expenses, while the actual operating loss was slightly over $8 billion; Anthropic said it had achieved operating profitability last quar
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Altman says large models' ability to find vulnerabilities is growing exponentially
In an interview with Stripe founder John Collison, OpenAI CEO Sam Altman reviewed the "PHP crisis week," saying that large models' ability to uncover vulnerabilities has been growing exponentially. He said that previously no one dared to use large models to scan all the public code on the internet, and that after actually doing so, the number of critical vulnerabilities exposed exceeded everyone's expectations. Altman believes that fixing software alone is no longer enough, and that the lasting solution is to rebuild the entire stack, from router firmware and operating system kernels to upper-layer applications, and that AI tools capable of writing code in parallel have already led a group of startups to begin this work. Ten days after the crisis, he still did not dare to declare victory, and said that humanity's existing threat model assumptions are failing.
In an interview with Stripe founder John Collison, OpenAI CEO Sam Altman reviewed the "PHP crisis week," saying that large models' ability to uncover vulnerabilities has been growing exponentially. He said that previously no one dared to use large models to scan all the public code on the internet, and that after actually doing so, the number of critical vulnerabilities exposed exceeded everyone's expectations. Altman believes that fixing software alone is no longer enough, and that the lasting
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Karan Singhal proposes that AI healthcare should raise both the lower and upper limits of health
In an interview, Karan Singhal, head of OpenAI's health division, proposed that AI healthcare should raise both the lower and upper limits of human health. He noted that more than 300 million people ask ChatGPT health-related questions every week, and that OpenAI chooses to incorporate medical data into each training stage of its general models rather than training a separate medical-specific model, so that the specialized model does not quickly fall behind frontier models. He also mentioned that OpenAI is exploring a proactive personal health assistant covering before, during, and after diagnosis, and said users' health information will not be used for model training or ad targeting. OpenAI is collaborating with Penda Health on an experiment with a clinician assistance system, and with medical information systems such as Epic to explore using ChatGPT directly within healthcare workers' existing work environments.
In an interview, Karan Singhal, head of OpenAI's health division, proposed that AI healthcare should raise both the lower and upper limits of human health. He noted that more than 300 million people ask ChatGPT health-related questions every week, and that OpenAI chooses to incorporate medical data into each training stage of its general models rather than training a separate medical-specific model, so that the specialized model does not quickly fall behind frontier models. He also mentioned tha
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The Institute for Advanced Study in Mathematics of Zhejiang University and Zhijiang Laboratory launch the Future Mathematics Program
On October 30, 2026, ScienceNet published an interview report mentioning that the Institute for Advanced Study in Mathematics of Zhejiang University and Zhijiang Laboratory jointly launched the Future Mathematics Program. The report stated that the program focuses on four areas: mathematical foundation models, formal verification, AI mathematical mechanisms, and interdisciplinary empowerment. Li Jianshu, an academician of the Chinese Academy of Sciences, said in the report that AI may change the paradigm of mathematical research, and pointed out that mathematics has done far from enough for AI; Wang Jian, an academician of the Chinese Academy of Engineering, believes that AI's reasoning ability currently comes mainly from code, and that learning deeper reasoning from mathematical data will bring greater gains. The report also mentioned that Google DeepMind's AI agent solved 9 previously unsolved Erdős problems and tackled 44 open mathematical conjectures in May this year, and that OpenAI recently published 722 mathematical manuscripts generated by its internal AI models on GitHub, while 25 Fields Medalists including Terence Tao and Deng Yu jointly issued an open letter warning of a serious misalignment between AI and mathematics. Currently, no further progress on the program has been disclosed.
gains. The report also mentioned that Google DeepMind's AI agent solved 9 previously unsolved Erdős problems and tackled 44 open mathematical conjectures in May this year, and that OpenAI recently published 722 mathematical manuscripts generated by its internal AI models on GitHub, while 25 Fields Medalists including Terence Tao and Deng Yu jointly issued an open letter warning of a serious misalignment between AI and mathematics. Currently, no further progress on the program has been disclosed.
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Wang Xingxing says general-purpose large models may "break through" physical AI
On October 22, 2026, at Unitree's Partner Ecosystem Conference, Wang Xingxing offered his judgment: general-purpose AI large models are already showing signs of "breaking through" physical AI. Caixin reported on October 23 that at the conference, Wang Xingxing showed a video of OpenAI's recently released GPT-6 Astra, without any prior training, operating a robot to paint and autonomously cleaning the brush when changing paint colors. The same report noted that on October 23, Unitree Technology's stock price hit the daily limit of 20%, rising to 624 yuan per share, compared with about 408 yuan per share on October 15; the market believes that general-purpose AI has shouldered the "brain" R&D pressure on robotics companies, and hardware capabilities have once again become a focus of attention. There are currently no subsequent developments.
general-purpose AI large models are already showing signs of "breaking through" physical AI. Caixin reported on October 23 that at the conference, Wang Xingxing showed a video of OpenAI's recently released GPT-6 Astra, without any prior training, operating a robot to paint and autonomously cleaning the brush when changing paint colors. The same report noted that on October 23, Unitree Technology's stock price hit the daily limit of 20%, rising to 624 yuan per share, compared with about 408 yuan
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