Anthropic introduced Claude Duet, a new AI agent built on Claude Opus 5.5, launching as a research preview on iOS, Android, and the web. The agent monitors connected apps, sends daily briefings, flags urgent items, and can handle tasks ranging from scheduling to building dashboards and prototypes, pausing for user approval before sensitive actions like payments. Access currently requires joining a waitlist and holding a Pro or Max Claude subscription in the US.
Citadel founder Ken Griffin told the Future of Global Markets Conference in New York that companies have been inconsistent at extracting value from AI models despite rising spending. He said investors are 'almost certainly' in an AI bubble, while still expecting AI to create new opportunities and reshape competition. Griffin's comments came as Anthropic prepares to file for a stock market listing and reportedly plans to spend $750 billion on computing power.
Nature's editorial board examines how a growing cohort of tech-wealth philanthropists, including the Chan Zuckerberg Initiative, are funding science with an engineering-style focus on speed, data sharing and AI-assisted grant processes. The piece notes that potential IPOs at OpenAI and Anthropic could soon create many more such donors with billion-dollar fortunes.
OpenAI and Anthropic are preparing to go public within the next year or two, with Anthropic's IPO potentially raising as much as $2 trillion and OpenAI targeting $1.4 trillion, though OpenAI has pushed its listing to 2027 over AI safety concerns. Researchers note that such windfalls could add to an already growing trend of tech entrepreneurs funneling personal fortunes into biomedical science, citing examples like Altos Labs, which launched in 2022 with $3 billion from investors including Yuri Milner and Jeff Bezos, and the Chan Zuckerberg Initiative.
Anthropic has circulated a draft bill to Congress that would let regulators block distribution of an AI model if it poses a 'foreseeable, imminent risk' of killing more than 50 people or causing over $1 billion in property damage, according to Politico. The risks covered include biological weapons, models evading developer controls, or cyberattacks, and would be assessed by independent evaluators registered with the Commerce Department who could be paid by AI labs but not based on evaluation outcomes.
A leaked S-1 filing reported by the Wall Street Journal says Anthropic is finding it hard to secure enough cloud computing capacity from AWS, Google and Microsoft, which it says increasingly view the company as a competitor rather than a customer. The filing shows Anthropic could spend over $750 billion on cloud contracts, is leasing its own data centers, and reported an $80.7 billion net loss on $16.3 billion in revenue for the first half of the year, with two customers accounting for about a fifth of sales.
A draft prospectus for Anthropic reviewed by the Wall Street Journal discloses an $80.7 billion net loss for the first half of 2026, alongside a lengthy list of risk factors the company must disclose ahead of a potential public listing. The filing points to rapid revenue growth alongside the massive losses, driven largely by heavy computing costs.
Anthropic and OpenAI have begun drafting plans to distribute some of their financial gains to the public as they move toward major stock market listings. Both companies frame the commitment as necessary to offset workforce disruptions they expect AI to cause. The proposals have drawn skepticism from some critics.
Bloomberg reports that former Google CEO Eric Schmidt owns about 1% of Anthropic, after investing tens of millions in the AI lab's 2021 Series A round when it was valued at $461 million. That stake is roughly half the 2% reportedly held by Anthropic co-founder and CEO Dario Amodei.
DeepSeek has launched DeepInfer, a new open-source platform designed to run inference for AI models. The tool adds to the Chinese company's push into open-source infrastructure, following its earlier open-weight model releases that rattled US AI labs.
Nscale is negotiating a new agreement with Anthropic worth roughly $45 billion to supply AI computing capacity, according to a source cited by Reuters. The deal would cover a second building at Nscale's Monarch data center campus in West Virginia, providing 460 megawatts of power using Nvidia's upcoming Vera Rubin chips. This follows an earlier $45 billion deal struck in August for the same campus's first facility.
Figma announced 20 new model context protocol (MCP) partners at its first Config conference in India, including Amp, ClickUp, Dia, Junie by JetBrains, Linear, Meta Muse, Mistral, Notion, OpenCode, and Sarvam Agents. The expansion comes even as co-founder Dylan Field has publicly questioned MCP's design, previously criticizing Anthropic for not exposing its own resources via the standard, and he has said Figma plans to support the open-source tool Pi.
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