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Latent Space announces AIE CODE coding agent conference curation themes

Latent Space host swyx introduces the curation approach for the annual flagship conference AIE CODE, which is single-track, invitation-only, and aimed at about 1,000 agent engineers. This year's three themes are Scaling without Slop, System One models, and Increasing Ambition, among which Jarred Sumner will share Bun's rewrite in Rust and a Bun AOT preview. The article also rounds up that day's AI news, including Mistral's open-weight release and OpenAI's frontier model monitoring.

SemiAnalysis Analyst Interprets Anthropic S-1: The Ledger Behind the Valuation and AGI Narrative

The Verge's Decoder podcast invited SemiAnalysis analyst Joey Brookhart to break down the S-1 filed by Anthropic, discussing its potential Nasdaq listing at a valuation of $1.5 trillion to $2 trillion. Brookhart said Anthropic has achieved over $70 billion in ARR, with inference gross margins turning from negative 94% two years ago to positive 85%, and revenue per megawatt of inference at about $65 million, but revenue is highly concentrated in coding scenarios, and about 70% of compute is used for training and research. He also mentioned that Anthropic has $500 billion to $600 billion in compute commitments over the next 7 to 10 years, and compared OpenAI's more consumer-oriented business structure.

Ed Zitron's Long-Form Article Questions Anthropic IPO: S-1 Conceals Q3 Data, $430 Billion Compute Commitment About to Take Effect

In his long-form article, Ed Zitron analyzes Anthropic's S-1, arguing that the document only discloses Q2 2026 data, and that the quarter's $974 million in profit came from two months of SpaceX compute discounts, while Q3 revenue, cash balance, and payment schedule were not disclosed. He tallies Anthropic's non-cancelable compute commitments with Google, Amazon, Microsoft, SpaceX, Broadcom, and others at approximately $269.4 billion, with an additional $125 billion to $150 billion in TPU purchase commitments not included in the contract table, and notes that Q3 revenue grew 45% quarter-over-quarter to $16.8 billion, while compute spending grew 76.3% to $9.88 billion. The article also mentions that 5% to 7% of revenue comes from customers found to have violated rules by using its models to train their own models, as well as lock-up arrangements that allow insiders to sell down relatively quickly.

Behind the Kimi K3.1 Pro quota controversy: the stronger the model, the tighter the compute

Moonshot AI released Kimi K3.1 Pro on October 24, scoring 65.7% on Terminal-Bench 4.0, but users of the 199-yuan and 699-yuan plans complain that quotas are insufficient, and some developers estimate that the API value of the old plans is about 1.94 times that of the new plans. K3.1 Pro's per-million-Token input and output prices dropped from K3's 20 yuan and 100 yuan to 13 yuan and 68 yuan, while complex Agent tasks can consume millions of Tokens. A CAICT report shows that in June 2026, domestic daily average Tokens were about 500 trillion, nearly four times the figure in December 2025; the author believes that the compute shortage will still constrain independent model companies over the long term.

Will AI expose the internet's fragile infrastructure?

TechCrunch's Equity podcast discusses this week's PHP vulnerability incident: the vulnerability had existed for decades and was discovered with the help of AI by human researchers participating in the Hack the Planet project involving OpenAI and Wiz, and website owners were told to patch immediately or take their sites offline. The guests argue that LLMs and AI agents make it easier to discover such vulnerabilities, while PHP underpins about 70% of websites including WordPress and Drupal, and the disclosure process also triggered large-scale attack attempts and link failures.

AMD Executive Discusses How Agentic AI Is Driving Up Server CPU Demand

Derek Dicker, Vice President of AMD's Enterprise Business Group, said in an interview that agentic AI has the CPU handle orchestration of tools, APIs, databases, and runtime environments, and in some deployments the CPU-to-GPU ratio has approached 1:1. AMD recently announced Helion, a rack-scale solution for agentic AI infrastructure; its CPU-only configuration is based on sixth-generation EPYC processors and supports up to 32,768 cores. Mercury Research data shows that in the second quarter of 2026, AMD accounted for 34.5% of x86 server processor shipments, while Intel accounted for 65.5%; in the data center comparison between EPYC and Xeon SP, AMD's share was 46.4%.

TS Lombard speculates the AI bubble may burst in early 2028, with U.S. tech stocks potentially plunging 40%

In an October 22 research note, TS Lombard Chief Macro Strategist Dario Perkins projected that the AI capital expenditure boom could end in early 2028, with the S&P 500 falling 30%, tech stocks plunging 40%, and about $20 trillion in market value evaporating. The report argues that current AI revenue growth mainly comes from the capital expenditure cycle among tech giants and debt financing, and lists six chain-reaction triggers: revenue falling short of expectations, rising credit risk, depreciation pressure, an IPO wave, the semiconductor cycle, and regulatory and safety concerns. The report estimates that U.S. GDP would fall by about 2 percentage points and about 800,000 data center-related jobs would be lost, but private-sector balance sheets are healthy and the Federal Reserve has ample room to cut rates, making the recession closer to those of 1990 or 2001 than to 2008.

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SF Compute CEO Evan Conrad on Programmable Data Centers and the Compute Market

SF Compute CEO Evan Conrad said on the Latent Space podcast that the compute market must first achieve physical delivery—that is, actually delivering usable GPU compute—before discussing financialization; otherwise, market manipulation and basis risk are likely to arise. He said SF Compute has already put 5% of its capacity on the order book, and that customers who spend $100 to buy capacity can on average recover $25 by reselling it, with hundreds of millions of dollars in trading volume already completed. He also said the company does not hold hardware in order to remain neutral, and that it already supports customers in partitioning InfiniBand fabric online themselves.

English translation is being prepared.

English translation is being prepared.

English translation is being prepared.