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Thursday12 items

  1. HuxiuOpinion
    AI score71

    Anthropic's third-quarter revenue was $16.8 billion, and OpenAI's annualized revenue was nearly $50 billion, both falling short of market expectations

    Anthropic disclosed to IPO investors third-quarter revenue of $16.8 billion, up 46% quarter-over-quarter, a marked slowdown from the over 100% growth in the first half; SemiAnalysis estimates its annualized revenue at about $74 billion. OpenAI's annualized revenue as of the end of September was close to $50 billion, about $20 billion less than the market expectation of $70 billion, with the gap mainly stemming from differences in revenue recognition methods. After the news was announced, chip stocks such as Nvidia, AMD, and Broadcom fell; on October 14, the A-share STAR 50 Index dropped 3.29%, and the market began to reassess the revenue growth and capital expenditure sustainability of the AI industry chain.

    #Industry news#OpenAI#Anthropic

  2. Latent SpaceOpinion
    AI score55

    Leash Bio's Ian Quigley on DEL data, model cheating, and an agentic chemistry reasoning sandbox

    In a Latent Space podcast interview, Leash Bio co-founder Ian Quigley discusses how the company tamed DNA-encoded libraries (DEL) and extracted clean, reproducible protein-small molecule interaction data from them. The interview mentions that in its Kaggle competition, none of the roughly 2,000 teams surpassed random performance on an unseen chemical library, and that a model can guess a chemist's identity from molecular structure, while Hermes, using only its own data, matched Boltz on public benchmarks. Ian also previewed that the team is turning years of accumulated data into tens of thousands of lab-in-the-loop simulations for agents to perform verifiable scientific reasoning; that work later developed into Minos, with a preprint, blog post, and open dataset released.

    #Papers/Research#Agents#English text is being prepared.

  8. aiatmetaFirst-partyOpinion
    AI score58

    English translation is being prepared.

    Quoted postJohn Collison · @collision

    Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder. 00:00:24 Muse’s breakout use cases 00:07:28 The model is the product 00:14:35 Muse Wonder 00:24:56 How frontier models are built 00:48:26 Betting $100B 01:07:21 Agentic commerce 01:19:34 OpenRouter 01:20:06 Beyond the smartphone 01:27:00 Funding 01:34:06 Why AI won’t be winner-take-all 01:40:46 Meta Superintelligence Labs (MSL) 02:08:11 Working for Mark Zuckerberg

    #Industry news#Multimodal#Agents

Wednesday23 items