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Anthropic Becomes SpaceX's Largest Single Customer, Contributing About One-Third of Revenue
According to Bloomberg, citing anonymous sources, Anthropic has become SpaceX's largest single customer, contributing about one-third of revenue and replacing the U.S. government in its former position. This relationship stems from a multibillion-dollar partnership Anthropic reached with SpaceX this spring, under which it obtained most of the AI compute capacity originally belonging to xAI. The report also mentions that SpaceX plans to move AI data centers to space on a large scale, but the technical feasibility remains disputed.
ymous sources, Anthropic has become SpaceX's largest single customer, contributing about one-third of revenue and replacing the U.S. government in its former position. This relationship stems from a multibillion-dollar partnership Anthropic reached with SpaceX this spring, under which it obtained most of the AI compute capacity originally belonging to xAI. The report also mentions that SpaceX plans to move AI data centers to space on a large scale, but the technical feasibility remains disputed.
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10-person team Phonic releases speech model Phonic-1, claims it can query and book in parallel during calls
The 10-person startup Phonic has released a speech model, Phonic-1, which it says can execute queries and bookings before the caller has finished speaking. The model tops the Artificial Analysis speech-to-speech leaderboard with a score of 87.1, 0.2 points higher than xAI's Grok Voice 3.0, with a customer service task completion rate of 79.9% and a first-audio latency of 0.61 seconds. Phonic says it scored 90.2 on the Cekura call test set, but the public Cekura leaderboard lists Phonic v1 at 68.3%; the company has completed a $27.5 million Series A round led by First Round, bringing total funding to $31.5 million.
cute queries and bookings before the caller has finished speaking. The model tops the Artificial Analysis speech-to-speech leaderboard with a score of 87.1, 0.2 points higher than xAI's Grok Voice 3.0, with a customer service task completion rate of 79.9% and a first-audio latency of 0.61 seconds. Phonic says it scored 90.2 on the Cekura call test set, but the public Cekura leaderboard lists Phonic v1 at 68.3%; the company has completed a $27.5 million Series A round led by First Round, bringing
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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.
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 composit
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Nathan Lambert: Organizational structure is severely underestimated for building good LLMs
Nathan Lambert believes that the importance of organizational structure and team collaboration for building excellent LLMs is severely underestimated, and that the value of an efficient organization and team is equivalent to several times the compute. Citing team reorganizations at Llama, xAI, and other teams as examples, he explains that after an organizational collapse, things need to be rebuilt, which is also why he believes latecomers can still catch up. He also states that there are not many unique secrets to building models, and that most of the gains come from sustained execution and wise use of compute.
cellent LLMs is severely underestimated, and that the value of an efficient organization and team is equivalent to several times the compute. Citing team reorganizations at Llama, xAI, and other teams as examples, he explains that after an organizational collapse, things need to be rebuilt, which is also why he believes latecomers can still catch up. He also states that there are not many unique secrets to building models, and that most of the gains come from sustained execution and wise use of
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The agents helping users snag iPhone foldables are shaping the future of e-commerce in the AI era
Shopping agents such as Meta's Muse and xAI's Grok Bot snapped up inventory during the iPhone Duo pre-order; Amazon banned external agents on the grounds of violating its terms of use, while Shopify chose deep collaboration with Muse. Shopify disclosed that in the first quarter of this year, orders driven by AI search grew nearly 13-fold year over year and AI-driven store traffic grew 8-fold, but in the second quarter these two multiples fell back to 3-fold, and agentic commerce transaction volume remains very small relative to the platform's GMV. The article argues that Amazon guarding its advertising shelves and Shopify building an open pipeline are the most rational choices for each of the two business models, and outlines the position of the UCP protocol, Shopify Catalog and Shop Pay in agent transactions.
Shopping agents such as Meta's Muse and xAI's Grok Bot snapped up inventory during the iPhone Duo pre-order; Amazon banned external agents on the grounds of violating its terms of use, while Shopify chose deep collaboration with Muse. Shopify disclosed that in the first quarter of this year, orders driven by AI search grew nearly 13-fold year over year and AI-driven store traffic grew 8-fold, but in the second quarter these two multiples fell back to 3-fold, and agentic commerce transaction volu
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Convovo study: When forced to choose between two options, Grok 4.7 picks Republicans nine times out of ten, while GPT-6.1 Sol picks Democrats 97% of the time
A Convovo study of nearly 500 elections found that when forced to choose between two options via API, SpaceXAI's Grok 4.7 recommended the Republican candidate in 92% of responses, while OpenAI's GPT-6.1 Sol recommended the Democratic candidate in 97% of responses, with the two agreeing less than 10% of the time. The study also found that Grok frequently cited conservative sources, and that each API request carried about 1,240 additional tokens that researchers could neither view nor remove; after web search was disabled, GPT's Democratic lean persisted, while Grok's Republican lean disappeared, with 27 of 30 cases declining to choose. OpenAI responded that the test targeted the developer API and that the prompt explicitly required recommending a candidate, so it does not reflect the ChatGPT consumer experience, and that the consumer app would refuse to answer such questions.
A Convovo study of nearly 500 elections found that when forced to choose between two options via API, SpaceXAI's Grok 4.7 recommended the Republican candidate in 92% of responses, while OpenAI's GPT-6.1 Sol recommended the Democratic candidate in 97% of responses, with the two agreeing less than 10% of the time. The study also found that Grok frequently cited conservative sources, and that each API request carried about 1,240 additional tokens that researchers could neither view nor remove; afte
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Trump says large data centers must generate their own power and pay cash dividends to communities
In a Truth Social post, Trump said large new data centers must generate their own power and pay cash "dividends" to their host communities. The closest existing commitment is the Ratepayer Protection Pledge signed in March this year by Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI, under which signatories pledged to build or purchase generating capacity and bear infrastructure upgrade costs, but experts believe the pledge may not be enforceable at the federal level. Trump said some projects that were initially highly unpopular became popular after financial agreements were reached, and the dividend proposal goes further than those pledges.
nds" to their host communities. The closest existing commitment is the Ratepayer Protection Pledge signed in March this year by Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI, under which signatories pledged to build or purchase generating capacity and bear infrastructure upgrade costs, but experts believe the pledge may not be enforceable at the federal level. Trump said some projects that were initially highly unpopular became popular after financial agreements were reached, and the d
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Apple tightens App Store rules, explicitly banning Nudify apps and bait-and-switch apps
Apple has revised its App Store Review Guidelines, requiring under Rule 1.2 that developers proactively prevent AI-generated pornographic deepfake content within their apps and remove such content, or Apple may remove the app. The new Rule 2.5.19 targets bait-and-switch apps, meaning programs whose actual functionality does not match their promotion and that only unlock features later; Apple may immediately delete them and revoke developer eligibility. The report notes that the Grok app had previously allowed the generation of problematic deepfake content, and that SpaceXAI responded only after Apple threatened to remove it.
aphic deepfake content within their apps and remove such content, or Apple may remove the app. The new Rule 2.5.19 targets bait-and-switch apps, meaning programs whose actual functionality does not match their promotion and that only unlock features later; Apple may immediately delete them and revoke developer eligibility. The report notes that the Grok app had previously allowed the generation of problematic deepfake content, and that SpaceXAI responded only after Apple threatened to remove it.
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Arena tracks four signals for agents from six major AI labs
Arena tracked four Agent Arena signals for the best agents from Anthropic, OpenAI, Google DeepMind, Kimi, xAI, and DeepSeek from late June to early October, finding that the largest gap between labs lies in whether users enjoy the experience of using them. On Praise vs Complaint, OpenAI and Anthropic scored +35 points above the leaderboard average, while Moonshot, xAI, and DeepSeek ranged from +5 to +13; on Confirmed Success, the average lab's best model rose from -4 to +14 points within three months, with Anthropic leading at +20 with Claude Opus 5.5 (Max). The Bash Recovery gap narrowed from 34 to 16 points, and Steerability from 19 to 11 points.
Arena tracked four Agent Arena signals for the best agents from Anthropic, OpenAI, Google DeepMind, Kimi, xAI, and DeepSeek from late June to early October, finding that the largest gap between labs lies in whether users enjoy the experience of using them. On Praise vs Complaint, OpenAI and Anthropic scored +35 points above the leaderboard average, while Moonshot, xAI, and DeepSeek ranged from +5 to +13; on Confirmed Success, the average lab's best model rose from -4 to +14 points within three m
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