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DeepLearning.AI · Letter from Andrew NgUpdated Nov 6 23:16

Anthropic Files S-1 to List on Nasdaq, Gemini 4 Carbon Expands Access, Genie 4 and…

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DeepLearning.AI's The Batch summarized three pieces of news: Anthropic filed an S-1 with the SEC on October 26, planning to list on Nasdaq under the ticker ANT, with revenue of $16.3 billion in the first half of 2026 and operating profit of $974 million in the second quarter, and disclosed approximately $895 billion in compute procurement commitments. Google released Gemini 4 Carbon, a multimodal model for cybersecurity tasks, which ranks first with 59 points on the Artificial Analysis Intelligence Index v5.0; it is currently available only to select enterprises, with tiered pricing for the API. Google also announced that the Genie 4 world model will work with Gemini models to build training environments for robots, but there is no technical report or quantitative evaluation yet.

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The S-1 filing discloses Anthropic's revenue, compute commitments, and risk clauses, which readers can use to assess the stability of Claude services and their future direction.

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DeepLearning.AI · Letter from Andrew Ng