58 stories across editions, newest first.
OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI across multiple crawlers — The new control will allow publishers to apply their AI training preferences across multiple crawlers.
Anthropic's prospectus lists 88 risk factors over 93 pages; this analysis argues the hidden one is diseconomies of scale.
Anthropic renames its $100 per month Max 5x plan as Max and the $200 per month Max 20x plan as Ultra, and removes the 5-hour limit for verified Ultra accounts — We're renaming our Max plans: Max 5x → Max Max 20x → Ultra Max is still $100/month, and Ultra is still $200.
Anthropic is weighing setting aside 15% to 20% of the shares in its IPO for retail investors, people familiar with the matter told Bloomberg on Wednesday, 28 October. JPMorgan will lead the US retail offering, they said. TNW has not independently verified the report.
Massive note conversions reveal the true extent of Amazon's ownership in Anthropic.
Katelyn Lesse and Angela Jiang on Opus 5.5, the Claude Platform, and the engineering behind AI agents.
Anthropic's IPO filing details more than $750 billion in computing deals, with more going to Google's chips and Elon Musk's SpaceX than to Amazon or Microsoft. Amazon's biggest payoff is its stake, which it valued at $190.4 billion in June.
Anthropic has filed for an IPO; the filing shows soaring revenue, mounting losses, major enterprise adoption and an unusual governance structure designed to preserve founder control and its safety mission.
Anthropic's S-1 shows a governance structure that suits a fun quirky little mission-driven worker cooperative that needs to raise billions as a public company — Also share classes and fake polls. — Happy Anthropic S-1 day — Here's the draft prospectus for Anthropic PBC's initial public offering.
Broadcom arranges a $63B deal with BofA, Blackstone, Citi, and Morgan Stanley to finance the purchase of chips for Anthropic via a new special purpose vehicle — Chipmaker Broadcom Inc. has arranged a $63 billion deal with Bank of America Corp., Blackstone Inc., Citigroup Inc. and Morgan Stanley …
Per the S-1, more than half of Anthropic's $100,000-plus customers use both the Claude Platform and a first-party app, a cross-selling pattern that makes enterprise customers stickier.
As it prepares to go public, Anthropic's S-1 filing makes generative AI's methane dependency glaringly obvious. "Competition for access to electrical supply and data center locations with adequate power availability is intense." In documents filed with the US Securities and Exchange Commission…
Tunguz reads the S-1 as $4.6B of revenue growing 11.9-fold, a derived 40% gross margin, $974M of operating profit in Q2 and $637B of compute commitments.
On the other hand, it did not trigger when asked about "reversing" a videogame.
