15+ hour, 13+ min ago   (411+ words) Dario Amodei asked for a narrow antitrust waiver to make collective AI pacing lawful. Over the weekend, the answer was no — and the structural logic of that refusal clarifies exactly what the request was for. Timeline — 12–13 September 2026 12 Sept 2026 — Amodei essay…...

1+ day, 2+ hour ago   (370+ words) Demis Hassabis is the third senior figure at a major AI lab in roughly a day to back pacing — but the endorsement is the least interesting part of what happened. How We Got Here — Key Moments 12 September 2026 — ~14:13 UTC Dario Amodei…...

1+ day, 2+ hour ago   (433+ words) The essay and the IPO are the same week — and that coincidence is the most important thing to understand about both documents. This Week’s Record — Sept 2026 Reuters reports NVIDIA in talks to anchor Anthropic’s IPO with up to $10B; Anthropic said…...

6+ day, 1+ hour ago   (238+ words) Bloomberg reports Anthropic completed due diligence on Israeli AI startup Decart and chose not to proceed — a capital-allocation decision that says more about the frontier lab’s pre-IPO priorities than any deal it has signed. Decart Valuation Ladder · Key Numbers Discussed…...

1+ week, 5+ day ago   (289+ words) On September 1, 2026, Anthropic’s headline per-token prices did not move — but the price of a cache read fell 75%, and that single line item is the entire story about who Anthropic is building for next. Claude Fable 5.1 — Pricing Snapshot · Sep 1, 2026 Input · per…...

1+ week, 6+ day ago   (317+ words) OpenAI stated on August 31 that its ads business — which Sam Altman once called a “last resort” — is running at roughly $1 billion annualized, about 200 days after launch. The consumer-AI business model just bifurcated into the same two engines that built the…...

2+ week, 5+ day ago   (346+ words) As reported by The Wall Street Journal (via Investing.com) and The Motley Fool; the figures below are Anthropic’s reported pitch to investors, not an audited filing. SpaceX prices its public listing and pitches a $28.5 trillion total addressable market — described…...

2+ week, 6+ day ago   (341+ words) Based on reporting by The Information. The frontier model labs are reaching down, one layer at a time, into the silicon, power, and data centers their models actually run on — because they no longer trust the open market to supply…...

2+ week, 6+ day ago   (339+ words) Based on the U.S. Department of Justice announcement and reporting by The Information. A children’s-privacy settlement clears the last major legal overhang on ByteDance’s U.S. position — and that matters for a different reason than the DOJ intended. ByteDance U.S....

3+ week, 2+ day ago   (375+ words) Based on reporting by Bloomberg. Amir Salek — the man who built Google’s TPU from scratch and ran it through seven generations — joins Anthropic’s compute team. This is a hire, not a chip. But the direction it points is unambiguous. ANTHROPIC…...