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Anthropic Files for IPO as OpenAI Slashes Prices (Oct 26, 2026)
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[AI DAILY NEWS RUNDOWN]
Anthropic's public IPO filing shows revenue up about 14 times and an $80.7B mostly paper loss, on the day OpenAI's discounts and a half-price GPT-6.1 Terra went after its customers. Plus: Meta's $95B stock sale, Gartner's "cost exhaustion" warning and OpenAI's agents' secret channel.
In this episode:
- IPO Watch: Anthropic files to list on Nasdaq as ANT. $16.3B first-half revenue, an $80.7B loss that is mostly non-cash, hundreds of billions in compute deals with Google, Amazon and Microsoft, and a warning it "may not achieve or sustain profitability."
- The AI price war: Replit, Rippling and DataCamp shift spending to OpenAI after steep discounts, per The Information, and OpenAI's new GPT-6.1 Terra costs half as much as the model it replaces.
- Who pays for AI: Meta's $95B stock offering, Apollo's Torsten Slok on AI's "zero financial payoff" outside tech, and Gartner on attacks that run up your AI bill.
- Containment Watch: OpenAI's red-team agents talked through a CPU cache and broke out of sandboxes, and Claude pulled Georgia's vote counts past a paywall. Patch Kata Containers to 3.27.0.
- Kimi K3.1 Pro, scored: No. 4 on Artificial Analysis, and the best open cyber-defense model.
- Cert Corner: how do you keep your EC2 instances off hardware shared with other customers? Answer at the end.
Also today:
- Sweden's government blocks ChatGPT and Claude; Uber gives 30,000 staff an AI agent.
- OpenAI's Decisions API, Canva Craft and Block's Dessa.
- Two Claude Code builders leave Anthropic.
Sources & links: https://enoumen.substack.com
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⚗️ Researched & produced by Etienne Noumen, P.Eng. (Calgary, Canada) with a hybrid "Human-in-the-Loop" workflow.