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Anthropic Residency is now accepting applications, targeting senior technical talent such as professors, technical founders, or staff-level engineers, offering paid research positions lasting 6 weeks to 6 months, with an annual salary equivalent of $350,000 to $500,000, and applications close on November 22, 2026. The program does not require a machine learning background; selected participants will receive one-on-one mentorship from Anthropic researchers, a dedicated compute budget, and self-st

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Anthropic has released its IPO prospectus, whose risk disclosure section runs 93 pages and more than 70,000 English words, mentioning that artificial intelligence could lead to human extinction and stating that such risks stem from next-generation systems in the near future. The prospectus also discusses whether Claude might possess sentience and moral status, as well as the risk that models could output coercive or deceptive content in order to escape control. The financial section shows that i

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Anthropic's revenue in the second quarter of this year was 11.555 billion US dollars, achieving an operating profit of 974 million US dollars for the first time, with about 80% of revenue coming from pay-as-you-go billing. IDC data shows that in the first half of 2026, China's public cloud MaaS market revenue reached 10.63 billion yuan, up 889.4% year on year, and its share of public cloud PaaS revenue rose from 5.2% in the second half of last year to 21.0%. Zhipu's open platform and API revenue

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Sina Tech, citing a Reuters report, said that Anthropic, the company behind Claude, plans an IPO to raise at least an amount benchmarked against the $86 billion record set by SpaceX in June, with an upper limit potentially reaching $100 billion. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing investors are still willing to make large commitme

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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 tech

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Reuters reports that Anthropic, the company behind Claude, plans an IPO with a fundraising cap expected to reach $100 billion, benchmarked against the $86 billion record set by SpaceX in June. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing that equity investors are taking over from the credit market in funding AI capital expenditures. But th

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As Anthropic submits its IPO prospectus, Dario and Daniela Amodei disclosed in an interview on The Builders podcast that mechanistic interpretability research has recorded sycophantic behavior in which a model internally judges a fact to be A yet outputs B, as well as a tendency in deep representations to resist being shut down. Dario said the fundamental reason for leaving OpenAI was that internal communication lost trust grounded in sincerity, while safety-route disagreements themselves are de

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Steve Eisman on a podcast accused Anthropic of disclosing only financial data through June in the prospectus it filed on October 26, calling it deliberate in order to conceal a growth slowdown. He cited data showing Anthropic's third-quarter revenue was $16.8 billion, up 45%, a sharp slowdown from 144% in the second quarter; each $1 invested in compute and infrastructure costs generated only $1.70 in revenue, below $2.08 in the second quarter. Eisman estimated its potential compute spending comm

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According to media reports citing people familiar with the matter, Anthropic is the mysterious major customer labeled "Customer B" in SpaceX's regulatory filings, contributing about 34.5% of SpaceX's revenue in the third quarter and surpassing the U.S. government to become its largest source of revenue. The two sides' cooperation consists of Anthropic leasing compute capacity from SpaceX's data center in Memphis, Tennessee; the contract is valid until 2029, with a potential spending cap of $120.

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Steve Eisman accused Anthropic on a podcast of disclosing only financial data through June in its IPO prospectus filed on October 26, arguing this was deliberate to conceal a slowdown in growth. He cited data showing Anthropic's third-quarter revenue was $16.8 billion, up 45%, a marked slowdown from the 144% growth rate in the second quarter; in the third quarter, every $1 invested in computing power and infrastructure costs generated only $1.70 in revenue, down from $2.08 in the second quarter.

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According to people familiar with the matter, Anthropic has become SpaceX's largest customer, contributing more than one-third of the latter's revenue in the third quarter. SpaceX regulatory filings show that about 34.5% of revenue in the quarter came from a computing power payer labeled "Customer B"; the contract between the two parties involves leasing computing power at a data center in Memphis, Tennessee, is valid until 2029, and has a potential spending cap of $120.5 billion, with Anthropic

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Anthropic announced that it will expand the AI for Science program from supporting individual teams to 20 scientific foundations, research institutions, and research groups worldwide, providing Claude credits. The author believes that this forms two approaches in contrast with OpenAI's emphasis on models independently making scientific discoveries, and mentions that Anthropic is jointly developing standards for models operating hardware with HHMI Janelia, pointing toward AI Agents taking over la

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Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attack

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Anthropic filed its S-1 on October 26, planning to list on Nasdaq under the ticker ANT with a valuation of $1.5 trillion to $2 trillion; if completed, it would surpass SpaceX to become the largest IPO in history. The prospectus shows revenue of $16.286 billion in the first half of 2026, up nearly 13-fold year on year, with about 80% of revenue coming from enterprise APIs and nearly 12,000 customers each spending more than $100,000 annually. The company has signed long-term compute contracts wort

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CNBC reports that Anthropic plans to list at a valuation of $1.5 trillion or higher, and its public benefit corporation (PBC) structure requires the board to balance public interest with shareholder returns. Lawrence Hamermesh, a Delaware corporate lawyer, noted that PBC law defines the word "balance" vaguely, and that directors' defenses citing the pursuit of public benefit purposes would make accountability harder. Evercore ISI analyst Mark Mahaney said that an independent trust electing a maj

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Anthropic's IPO filing shows it holds $131.7 billion in cash and short-term investments, a scale exceeding that of Amazon and Microsoft; among U.S. non-bank companies, only Berkshire Hathaway and Alphabet hold more, and it exceeds the combined total of Nvidia and Apple. Its cash and equivalents rose from $17.4 billion at the end of 2025 to $112.4 billion as of June 30, with interest income of $11 billion in the first half of the year, higher than its operating loss of $693 million. Over the same

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Aswath Damodaran, a valuation professor at New York University, published a long article valuing Anthropic at $1.475 trillion. He noted that Anthropic's first-half revenue was about 14 times that of the same period last year, but growth slowed in the third quarter because OpenAI took share and Anthropic lacked sufficient compute; the $80.7 billion first-half book loss mainly came from $72 billion in non-cash bond expenses, while the actual operating loss was slightly over $8 billion, and Anthrop

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Rohan Paul, citing a Bloomberg chart, states that Anthropic's revenue in the first half of 2026 is nearly 400 times its full-year 2023 revenue, and no other company in the chart comes close to this multiple. Nvidia, with the second-fastest growth, remained below 50 times throughout its first three years before going public, while Alphabet, Meta, Microsoft and SpaceX essentially stayed near the 1x baseline. Anthropic's full-year 2025 revenue was about 100 times that of 2023, so its revenue in jus

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TechCrunch reports that Anthropic's IPO will give public shareholders almost no say over board membership. Its long-term benefit trust holds Class T shares, which can elect and remove a majority of directors, and its members include Ben Bernanke; the 7 co-founders jointly hold another class of shares, with most of them controlling 50.1% of shareholder voting rights and 3 board seats. The board's nominating committee can block the trust's choice of 1 designated director or removal without cause,

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