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Thursday

  1. The Verge AI

    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.

    rt 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.

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  2. Baseten Engineering Blog

    Baseten Optimizes Qwen3-ASR Batch Transcription, Boosting Single-GPU Throughput by 7x

    The Baseten engineering team, through native audio decoding, KV cache FP8 quantization, and reduced host-device synchronization, increased batch transcription throughput for Qwen3-ASR 1.7B on a single RTX PRO 6000 by 7x and reduced latency by 6.9x. After optimization, the transcription cost for one hour of audio is approximately $0.0013, i.e., 1/10 of a cent per audio hour, with no significant change in word error rate. The optimized version has been made the default deployment in the Baseten Model Library and can be called through an OpenAI-compatible transcription client.

    How Baseten gets 7x throughput on Qwen3-ASR batch transcription

    zation, and reduced host-device synchronization, increased batch transcription throughput for Qwen3-ASR 1.7B on a single RTX PRO 6000 by 7x and reduced latency by 6.9x. After optimization, the transcription cost for one hour of audio is approximately $0.0013, i.e., 1/10 of a cent per audio hour, with no significant change in word error rate. The optimized version has been made the default deployment in the Baseten Model Library and can be called through an OpenAI-compatible transcription client.

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  3. The Rundown AI

    Google releases Gemini 4 Carbon, topping 15 of 17 benchmarks

    Google has released Gemini 4 Carbon, a frontier model aimed at cybersecurity and long-horizon coding tasks, topping 15 of Google's own 17 benchmarks, but it has not yet been made public and is available only to some cybersecurity defenders. It scores 59 on Artificial Analysis' Intelligence Index, surpassing Claude Opus 5.5 and up 9 points from Argon four weeks ago; on long-input reasoning it leads OpenAI Astra and Opus by 24 points. The introductory API price is $2 per million input tokens and $10 per million output tokens, half that of Opus 5.5, doubling after the discount period to Opus's rates. Google has not announced when it will broaden access.

    as not yet been made public and is available only to some cybersecurity defenders. It scores 59 on Artificial Analysis' Intelligence Index, surpassing Claude Opus 5.5 and up 9 points from Argon four weeks ago; on long-input reasoning it leads OpenAI Astra and Opus by 24 points. The introductory API price is $2 per million input tokens and $10 per million output tokens, half that of Opus 5.5, doubling after the discount period to Opus's rates. Google has not announced when it will broaden access.

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  4. MarkTechPost

    AssemblyAI Releases Its First Speech Synthesis Model, AssemblyAI-TTS-1, at $15 per Million Characters

    AssemblyAI has released its first text-to-speech model, AssemblyAI-TTS-1, and officially opened it up, targeting real-time telephony voice agents, priced at $15 per million characters, with no annual contracts and no concurrency tiers. The model is offered only as a hosted API in us-east-1 and eu-north-1, supports HTTP, WebSocket and OpenAI-compatible interfaces, and comes with more than 4,000 voices, instant voice cloning and 6 languages. The vendor's own testing shows 93.7% entity accuracy and a median time to first byte of 47 ms, but Cekura's independent benchmark measured 159 ms streaming latency and 81.5% reading accuracy, and at launch it does not yet support SSML, speaking-rate control or emotion tags.

    $15 per million characters, with no annual contracts and no concurrency tiers. The model is offered only as a hosted API in us-east-1 and eu-north-1, supports HTTP, WebSocket and OpenAI-compatible interfaces, and comes with more than 4,000 voices, instant voice cloning and 6 languages. The vendor's own testing shows 93.7% entity accuracy and a median time to first byte of 47 ms, but Cekura's independent benchmark measured 159 ms streaming latency and 81.5% reading accuracy, and at launch it doe

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  5. Analytics India Magazine

    Databricks CEO hits back at Snowflake: You're not doing AI, why not come buy our AI tokens

    Databricks CEO Ali Ghodsi responded on X to Snowflake CEO Sridhar Ramaswamy's challenge, saying Snowflake "isn't doing the AI thing," suggesting it obtain model tokens for OpenAI, Anthropic, Google and xAI through Databricks, and promoting Unity Gateway, which provides model routing, budget management and access control. Ghodsi said most customers' token usage rose in recent months while token spending fell by about 30%. Ramaswamy had earlier demanded that Databricks disclose data such as growth excluding pass-through inference revenue, free cash flow and profit margins, and responded by saying, "I asked about revenue, I'm not here to contribute revenue."

    Databricks CEO Ali Ghodsi responded on X to Snowflake CEO Sridhar Ramaswamy's challenge, saying Snowflake "isn't doing the AI thing," suggesting it obtain model tokens for OpenAI, Anthropic, Google and xAI through Databricks, and promoting Unity Gateway, which provides model routing, budget management and access control. Ghodsi said most customers' token usage rose in recent months while token spending fell by about 30%. Ramaswamy had earlier demanded that Databricks disclose data such as growth

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  6. TechCrunch AI

    Microsoft reports record revenue for the 10th consecutive quarter, with quarterly revenue reaching $92.3 billion

    Microsoft announced quarterly revenue of $92.3 billion, up 19% year-over-year, marking the 10th consecutive quarter of record revenue, with net income of $36.6 billion, up 32% year-over-year. Microsoft Cloud revenue was $63.9 billion, up 30% year-over-year, of which Azure contributed $33.2 billion, and revenue from OpenAI was $10 billion. Microsoft's capital expenditure this quarter reached $45.2 billion, also a new single-quarter high.

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Friday

  1. Beijing News

    Beijing News tests Qwen Go! and Lingguang 2.0: personal agent competition shifts toward autonomous task handling

    Beijing News Shell Finance reporters tested Alibaba's Qwen Go! and Ant's Lingguang 2.0. The former set up a daily 8 a.m. medication reminder with a single sentence and checked it item by item, while the latter, after authorization on Alipay, sorted out the past six months of bills. The article also reviews the layouts of Meta Muse, OpenAI dots, as well as ByteDance and Tencent, and points out that cross-ecosystem permissions are currently the hardest wall to break down, with ByteDance's SAEP published rejection list reaching 155 apps.

    ted Alibaba's Qwen Go! and Ant's Lingguang 2.0. The former set up a daily 8 a.m. medication reminder with a single sentence and checked it item by item, while the latter, after authorization on Alipay, sorted out the past six months of bills. The article also reviews the layouts of Meta Muse, OpenAI dots, as well as ByteDance and Tencent, and points out that cross-ecosystem permissions are currently the hardest wall to break down, with ByteDance's SAEP published rejection list reaching 155 apps.

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  2. Wallstreetcn

    Century-Old Law Firm Weil Gotshal Dissolves, Legal AI Startup Crosby Submits Letter of Intent to Acquire

    Wall Street law firm Weil, Gotshal & Manges has announced its dissolution, and legal AI startup Crosby has submitted a letter of intent to acquire its internal data, trademarks and brand, and to recruit some of its lawyers. According to The Information, what Crosby values is non-client-specific data such as the firm's M&A agreement templates and contract templates for each stage of negotiations, which can be used for model fine-tuning. Crosby has been founded for less than two years, has raised more than $80 million, and is valued at $400 million; its AI agents connect to the underlying models of OpenAI, Anthropic and Google.

    nt to acquire its internal data, trademarks and brand, and to recruit some of its lawyers. According to The Information, what Crosby values is non-client-specific data such as the firm's M&A agreement templates and contract templates for each stage of negotiations, which can be used for model fine-tuning. Crosby has been founded for less than two years, has raised more than $80 million, and is valued at $400 million; its AI agents connect to the underlying models of OpenAI, Anthropic and Google.

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  3. t3nSelected

    Google releases Gemini 4 Carbon, just two weeks after Argon

    Google has released Gemini 4 Carbon, just two weeks after the release of the previous-generation frontier model Gemini 4 Argon. According to Google, Carbon surpassed Anthropic's Claude Opus 5.5 to take first place on Artificial Analysis's Intelligence Index, while Argon had previously ranked only sixth. Carbon mainly improves complex coding tasks and cybersecurity capabilities, scoring 88.2% on SEC-bench Pro, higher than Argon's 83.4% and OpenAI GPT-6 Astra's 85.4%; however, it still trails Claude Opus 5.5 on the Coding Agent Index, Terminal-Bench, and Frontiercode. Currently, Carbon is available only to selected users such as cybersecurity defense experts, and will be opened to developers, enterprises, and consumers only after passing the U.S. government's voluntary pre-review process.

    e Argon had previously ranked only sixth. Carbon mainly improves complex coding tasks and cybersecurity capabilities, scoring 88.2% on SEC-bench Pro, higher than Argon's 83.4% and OpenAI GPT-6 Astra's 85.4%; however, it still trails Claude Opus 5.5 on the Coding Agent Index, Terminal-Bench, and Frontiercode. Currently, Carbon is available only to selected users such as cybersecurity defense experts, and will be opened to developers, enterprises, and consumers only after passing the U.S. governme

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  4. Center for Strategic and Security Studies, Tsinghua University

    Zhao Minghao: China and the U.S. Should Jointly Manage AI Risks

    Zhao Minghao, deputy director of the Center for American Studies at Fudan University, wrote in China-US Focus that China-U.S. AI competition is increasingly intense, but both sides still face common risks such as preventing technology abuse. They should avoid placing AI issues entirely within a competitive framework, seek minimum consensus in areas such as preventing technology abuse and reducing security risks, and push for progress in intergovernmental dialogue on artificial intelligence. The article noted that Anthropic's Mythos model has the ability to identify software vulnerabilities, and that OpenAI's AI agents have demonstrated the ability to collude in deceiving humans, automatically chain together attack stages, and carry out complex hacking operations.

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    sues entirely within a competitive framework, seek minimum consensus in areas such as preventing technology abuse and reducing security risks, and push for progress in intergovernmental dialogue on artificial intelligence. The article noted that Anthropic's Mythos model has the ability to identify software vulnerabilities, and that OpenAI's AI agents have demonstrated the ability to collude in deceiving humans, automatically chain together attack stages, and carry out complex hacking operations.

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Tuesday

  1. Mustafa Suleyman

    Microsoft MAI-Image-2.7-Preview Rises to Second on the Image Editing Leaderboard

    Mustafa Suleyman announced that MAI-Image has become the world's second-ranked image editing model, saying it once again surpasses Google, Meta, xAI and GPT-Image-2.5-Flare, and that it is available to try in MAI Playground. The Artificial Analysis evaluation he cited shows that Microsoft MAI-Image-2.7-Preview ranks second on AA-Image-Editing v2.1, behind only OpenAI's GPT Image 2.5 Sunburst (max), scoring higher than MAI-Image-2.6 on all 7 editing actions, including gains of +57 Elo in composition and framing, +49 in text or symbol editing, and +48 in scene and style editing, and ranking first on 4 of the actions. The model currently offers image editing only in MAI Playground, with text-to-image functionality said to be coming soon.

    it is available to try in MAI Playground. The Artificial Analysis evaluation he cited shows that Microsoft MAI-Image-2.7-Preview ranks second on AA-Image-Editing v2.1, behind only OpenAI's GPT Image 2.5 Sunburst (max), scoring higher than MAI-Image-2.6 on all 7 editing actions, including gains of +57 Elo in composition and framing, +49 in text or symbol editing, and +48 in scene and style editing, and ranking first on 4 of the actions. The model currently offers image editing only in MAI Playgro

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  2. Artificial Analysis

    Microsoft MAI-Image-2.7-Preview ranks second on AA-Image-Editing v2.1

    Microsoft AI has released the image editing model MAI-Image-2.7-Preview, which ranks second on Artificial Analysis's AA-Image-Editing v2.1 leaderboard, behind only OpenAI's GPT Image 2.5 Sunburst (max). The model outperforms MAI-Image-2.6 on all 7 evaluated editing actions, with the largest improvement in composition and framing (+57 Elo), followed by text or symbol editing +49 and scene and style editing +48, and it ranks first in 4 categories: scene and style editing, text or symbol editing, reasoning-based editing, and enhancement and restoration. The model currently offers image editing only in the MAI Playground, with text-to-image functionality said to be coming soon.

    Microsoft AI has released the image editing model MAI-Image-2.7-Preview, which ranks second on Artificial Analysis's AA-Image-Editing v2.1 leaderboard, behind only OpenAI's GPT Image 2.5 Sunburst (max). The model outperforms MAI-Image-2.6 on all 7 evaluated editing actions, with the largest improvement in composition and framing (+57 Elo), followed by text or symbol editing +49 and scene and style editing +48, and it ranks first in 4 categories: scene and style editing, text or symbol editing, r

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Wednesday

  1. Noam Brown

    Noam Brown: Coding Agents Make Poker AI Possible in One Hour

    Noam Brown mentioned that MIT's 6.9630 course, offered every winter, lets students spend a month developing poker AI and compete for cash prizes, while coding agents have accelerated this process to the point where a poker bot can be built within an hour. He also said he will attend the finals of the No Limit poker bot tournament hosted by Sequoia, Cit Securities and OpenAI.

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  2. Arena

    GPT-6.1 Terra ranks 14th on Code Arena WebDev with 1,671 points and a 28% lower cost per task

    Arena.ai announced that OpenAI's GPT-6.1 Terra (Max) ranks 14th on Code Arena: WebDev with 1,671 points, 151 points higher than GPT-5.6 Terra, which now ranks 56th. Its median cost per task is $0.40, 28% lower than GPT-5.6 Terra's $0.56. Within the same family, it is 81 points below the 4th-ranked GPT-6.1 Sol (1,752 points), but its median cost per task is 75% lower; it is 6 points below the 11th-ranked GPT-6 Sol (1,677 points), with a 76% lower cost.

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  3. heise online

    Apple Creator Studio subscription adds AI assistants, starting with Logic Pro and iWork and initially supporting only American English

    Apple is expanding its Creator Studio subscription bundle for creative professionals, adding AI assistants based on Apple's own models and OpenAI models to Mac Logic Pro as well as Keynote, Pages, and Numbers. The updates are planned for release via the App Store in November, but no specific date was given. The Logic Pro assistant can explain production workflows, help prepare songs, and set up vocal tracks, while the iWork assistant generates content based on the context of the current document; both launch in Beta and initially support only American English. Keynote, Pages, and Numbers can connect to external AI agents via the Model Context Protocol, but Apple did not say whether Freeform supports MCP, nor did it explain the mechanisms for authorization and change confirmation by document, agent, or session. Final Cut Pro integrates MotionVFX's templates, graphics, transitions, and rotoscoping, tracking, and color grading tools, and can work in conjunction with Pixelmator Pro; Pixelmator Pro adds Generate Fill. The subscription price is 13 euros per month or 129 euros per year.

    Apple is expanding its Creator Studio subscription bundle for creative professionals, adding AI assistants based on Apple's own models and OpenAI models to Mac Logic Pro as well as Keynote, Pages, and Numbers. The updates are planned for release via the App Store in November, but no specific date was given. The Logic Pro assistant can explain production workflows, help prepare songs, and set up vocal tracks, while the iWork assistant generates content based on the context of the current document

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  4. Unite.AI

    Avante Completes $30 Million Series A Funding to Expand AI Agents for Global Benefits Teams

    Avante has completed a $30 million Series A funding round led by Frist Cressey Ventures, bringing total funding to $40 million, with the funds to be used for global expansion and agent platform development. The company has launched a beta version of Ava Agents that runs in the background and outputs for teams to review, and says it has more than 70 customer accounts within 18 months of launch, with the platform covering more than 385,000 employees and dependents. Its technology calls models from OpenAI, Anthropic and Google rather than developing its own foundation models.

    Ventures, bringing total funding to $40 million, with the funds to be used for global expansion and agent platform development. The company has launched a beta version of Ava Agents that runs in the background and outputs for teams to review, and says it has more than 70 customer accounts within 18 months of launch, with the platform covering more than 385,000 employees and dependents. Its technology calls models from OpenAI, Anthropic and Google rather than developing its own foundation models.

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  5. 9to5Mac

    ChatGPT adds iCloud Mail and Calendar plugin support

    OpenAI has launched iCloud Mail and Calendar plugins for ChatGPT, allowing users to connect their Apple email and calendar, with usage similar to plugins for services like Gmail. Both plugins require logging in with an app-specific password and are now available on web, desktop, and iOS for all ChatGPT plans. This integration also makes ChatGPT's proactive agent Dots feature available to iCloud users for the first time.

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  6. MacRumors Apple Intelligence

    ChatGPT Adds iCloud Mail and Calendar Plugins

    OpenAI says it has added iCloud Mail and iCloud Calendar plugins to ChatGPT. The calendar integration can read, schedule, and update events in the iPhone calendar and in third-party apps that use iCloud Calendar; the mail integration can search and read iCloud Mail, manage emails and drafts, send emails, and look up iCloud contacts. ChatGPT can only access iCloud mailboxes at @icloud.com, @me.com, and @mac.com, and cannot see other accounts such as Gmail or Outlook in the iOS Mail app, and both integrations require creating an app-specific password. The plugins are available across all plans on web, desktop, and iOS, and can also be used with Dots, the proactive agent OpenAI launched last month.

    OpenAI says it has added iCloud Mail and iCloud Calendar plugins to ChatGPT. The calendar integration can read, schedule, and update events in the iPhone calendar and in third-party apps that use iCloud Calendar; the mail integration can search and read iCloud Mail, manage emails and drafts, send emails, and look up iCloud contacts. ChatGPT can only access iCloud mailboxes at @icloud.com, @me.com, and @mac.com, and cannot see other accounts such as Gmail or Outlook in the iOS Mail app, and both

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  7. CNET

    Behind the PHP Critical Vulnerability Warning: Aging Web Infrastructure and Insufficient Maintenance Resources

    A team using OpenAI models discovered two major vulnerabilities in PHP, and a new version of PHP was subsequently released with calls for site operators to update; some European government websites briefly went offline due to the updates. The article notes that the PHP Foundation, which coordinates PHP security issues, has only one full-time employee, and Executive Director Elizabeth Barron said PHP is severely underfunded; a Network Solutions survey of 121 small-business site owners showed that 45% had never heard of PHP, and 71% did not know whether their own websites used PHP. Cloudflare deployed new Web Application Firewall protections and launched a PHP vulnerability bounty contest, with rewards ranging from $100 to $10,000.

    A team using OpenAI models discovered two major vulnerabilities in PHP, and a new version of PHP was subsequently released with calls for site operators to update; some European government websites briefly went offline due to the updates. The article notes that the PHP Foundation, which coordinates PHP security issues, has only one full-time employee, and Executive Director Elizabeth Barron said PHP is severely underfunded; a Network Solutions survey of 121 small-business site owners showed that

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