News & Updates
The latest news and updates from companies in the WLTH portfolio.
Anthropic's Pitch to Investors Starts With Taking Their Jobs
The AI company warns its technology could threaten jobs and even humanity. For investors, those risks create a strange reason to buy in. You have to hand it to the AI companies: The pitch is original. A September report from Anthropic said AI could take US unemployment close to 12%. That same ...
Global Market: Anthropic presses ahead with November IPO as AI listings face delays
Anthropic is preparing for a potential mid-November IPO despite market volatility, rising interest rates and concerns over AI spending. With a possible $1.5 trillion valuation, its listing could test investor appetite as several AI infrastructure companies postpone or shelve offerings. Anthropic is pressing ahead with plans for an initial public offering (IPO) in mid-November, even as market volatility, rising interest rates and concerns over the sustainability of artificial intelligence spending force several technology and infrastructure companies to delay their listings. The AI startup could make its prospectus public as early as late October and is expected to begin marketing its shares to prospective investors during the week of November 9, people familiar with the matter told Reuters. The timeline remains subject to change. As on 23 Oct 2026, 01:30 AM IST S&P 500 Top Gainers Pool197.21(14.36%) Allegion176.52(11.02%) Roper Technologies436.23(9.73%) Mohawk Industries128.70(9.03%) Gainers" S&P 500 Top Losers Moderna202.63(-17.57%) Lam Research230.15(-11.76%) GE Vernova827.42(-10.64%) Teradyne308.75(-10.63%) Losers" Anthropic's planned IPO will test whether its position at the centre of the rapidly expanding AI industry can attract strong investor demand despite mounting pressure on technology valuations. Some investors believe the company could command a valuation of as much as $1.5 trillion. While several companies operating in AI infrastructure and data centres have postponed or shelved their listing plans, Anthropic is continuing to prepare for its market debut. The contrast highlights the company's appeal to investors seeking exposure to leading AI developers even as concerns about the industry's capital requirements intensify. AI IPO pipeline shrinks amid market volatility The IPO market for AI infrastructure and data centre companies has faced increasing headwinds since September, as higher interest rates and volatile markets have made it more difficult for issuers to secure attractive valuations. Data centre operator Switch and AI infrastructure provider Nscale have pushed their IPO plans to later this year, people familiar with the matter told Reuters. Nscale's delay was partly driven by the need to address comments from staff at the US Securities and Exchange Commission, one of the people said. SoftBank-backed SB Energy has also postponed its listing. South Korean AI chip startup Elice was among the latest companies to shelve its listing plans. Blackstone-backed AirTrunk REIT and Nvidia-backed Firmus have also withdrawn or paused their offerings. The delays reflect growing investor caution towards businesses that require substantial upfront capital to build data centres and AI infrastructure, particularly as questions mount over whether future revenues will justify the scale of investment. Anthropic attracts investor interest despite sector concerns Despite the turbulence, Anthropic continues to attract interest from large investors seeking exposure to the AI industry. Some institutional investors view the company as one of the few opportunities to invest directly in a sector expected to remain central to long-term technology growth. Other prospective issuers are reluctant to compete with Anthropic for institutional investors' attention and capital. However, Anthropic faces its own challenges, including competition from open-source AI models and concerns about AI safety. Its prospective valuation will depend on investors' assessment of its growth prospects, competitive position and ability to translate demand for AI into sustainable business performance. Investor demand and AI spending under scrutiny Oura's recent IPO experience has added to the cautious mood among prospective issuers. The offering attracted limited participation from long-only investors, a person familiar with the matter told Reuters, raising questions about the depth of institutional demand for newly listed technology companies. Long-only investors are often viewed as an important source of stable shareholder demand following an IPO, making their participation a key consideration for companies planning to go public. Meanwhile, developments involving AI infrastructure provider CoreWeave have added to concerns about a possible slowdown in AI spending. Some market participants, however, do not expect such a downturn to materialise. The broader retreat from AI infrastructure listings reflects investor scrutiny of the enormous capital expenditure required to expand data centre capacity and uncertainty over whether demand will continue to grow rapidly enough to support current valuations. Nscale publicly filed its IPO registration statement in September, while Switch filed confidentially. Confidential filings allow companies to work with regulators on their registration documents before making financial and business details public. Companies typically disclose their prospectuses ahead of investor roadshows, when they begin marketing shares to prospective buyers. Anthropic's planned offering will test whether investor appetite for leading AI developers can remain resilient even as market conditions become increasingly challenging for the wider AI infrastructure sector. (Disclaimer: This article is based on inputs from agencies. These do not represent the views of The Economic Times.)
From Eyeballs To Annual Run Rates: Buzzy Pricing Metrics And The Anthropic Trade | Seeking Alpha
Both Anthropic and OpenAI have been active in raising equity as private companies, and the most recent rounds yield estimates of what these private investors thought they were worth, at least at the time the capital was raised. I was in San Francisco last week to talk to NYU Stern Alumni on October 15, and it was the day that Anthropic (ANTHRO) had a pre-IPO meeting with prospective investors. While I was not I teach corporate finance and valuation at the Stern School of Business at New York University. I am a teacher first, who also happens to love untangling the puzzles of corporate finance and valuation, and writing about my experiences. As a result, I happen to be at the intersection of three businesses, education, publishing and financial services, that are all big, inefficiently run and deserve to be disrupted. I may not have the power to change the status quo in any of these businesses, but I can stir the pot. Please note that the article that you are reading here was originally written on my blog and is republished in Seeking Alpha and other forums. Consequently, I neither track nor respond to comments here. I am sorry! ==Editors' Note: Seeking Alpha monitors Dr. Damodaran blog and posts relevant articles on his behalf. Anthropic's reported $67B ARR and 45% sequential revenue growth underpin aggressive pre-IPO pricing, but the lack of standardized ARR calculation introduces skepticism about comparability and sustainability. To justify such pricing, Anthropic must deliver sustained hypergrowth, expand operating margins to 30%+, achieve favorable unit economics, and mitigate regulatory, financial, and business model risks. With few true peers, investors default to comparing Anthropic with OpenAI, SpaceX, and the Mag Seven, but these analogies are fraught with differences in scale, business model, and life cycle stage.
Anthropic's IPO stands alone
Other AI infrastructure and data centre listings have been pulled or delayed, but Anthropic is pressing ahead. A once-busy pipeline of US technology listings for the rest of the year is down to just Anthropic. The AI lab is pressing ahead with its initial public offering, planned for the middle of next month, after making its prospectus public as early as late October, people familiar with the matter said, cautioning that the plan and the dates could change. Anthropic is expected to begin marketing its shares to prospective investors in the week of 9 November, one of the people said. That is later than first planned. In September, Anthropic was expected to begin marketing its IPO in mid-October and to list days before the US midterm elections in November. The IPO will test whether Anthropic's position at the centre of the booming AI business, which some investors believe could justify a valuation of as much as US$1.5-trillion, can overcome a market that might normally prompt bankers and lawyers to counsel delay. Other companies in the AI infrastructure and data centre sectors have delayed their listings. A rise in interest rates has helped fuel a punishing sell-off in the shares and bonds of AI operators such as CoreWeave, and there are broader questions about the sustainability of AI spending. The contrast underscores Anthropic's appeal to investors, even as concerns about competition from open-source models and about AI safety weigh on the sector. Many large investors remain bullish on Anthropic's prospects despite the recent turbulence, seeing the company as one of the few ways to gain exposure to a technology that long-term investors cannot afford to ignore. Other issuers are reluctant to compete with Anthropic for institutional investors' attention and capital, two of the people said. Anthropic declined to comment. Valuations under pressure The AI sector's pullback follows a string of IPO delays and withdrawals since September, as market volatility and rising interest rates have made it harder for companies to secure attractive valuations. Data centre operator Switch and AI infrastructure provider Nscale have pushed their IPO plans back to later this year, people familiar with the matter said, stressing that the plans remain fluid. Nscale's delay was partly driven by the need to address comments from staff at the US Securities and Exchange Commission, one other person said. SoftBank-backed SB Energy has also postponed its listing, Reuters previously reported. Nscale declined to comment. Switch did not immediately respond to a request for comment. Blackstone-backed AirTrunk Reit, a real estate investment trust, and Nvidia-backed Firmus have pulled or paused their offerings, Reuters has reported. Smart-ring maker Oura's recent IPO has added to the caution. The offering attracted little participation from long-only investors, a person familiar with the matter said, raising concerns about the depth of demand from the institutional investors that typically provide a stable base of shareholders for newly listed companies. The retreat from AI infrastructure listings reflects growing scrutiny of the enormous capital needed to build data centres, and of whether future demand will justify the investment. Recent developments involving CoreWeave have added to concerns about a slowdown in AI spending, although some market participants do not expect one. Nscale publicly filed its IPO registration statement in September, while Switch filed confidentially, Reuters reported previously. A confidential filing allows a company to work with regulators on its registration statement before disclosing financial and business details to the public. Companies typically publish the filing ahead of their roadshows, when they begin marketing shares to prospective investors. -- Echo Wang, (c) 2026 Reuters, with additional reporting (c) 2026 NewsCentral Media
Anthropic IPO Proceeds Amid AI Market Jitters and Sector Delays
Anthropic Pushes Forward With IPO as AI Market Sees Delays and Caution Anthropic's IPO Amidst a Shifting AI Market Landscape (Corrects paragraph 11 to remove erroneous reference to Elice's listing plan) By Echo Wang Anthropic's Determination to List Oct 22 (Reuters) - A once-robust fall calendar for technology IPOs is down to just Anthropic. The AI lab is pressing ahead to hold its initial public offering as planned in the middle of next month after making its prospectus public as early as late October, people familiar with the matter said, cautioning the plan and the dates are subject to change. Anthropic's planned IPO will test whether its position at the center of the booming AI business, which some investors believe to deem worthy of a potential $1.5 trillion valuation, can overcome a market environment that might typically prompt bankers and deal lawyers to counsel delay. Anthropic is expected to begin marketing its shares to prospective investors during the week of November 9, one of the people said. Contrast With Other AI Sector Listings Other companies in the artificial intelligence infrastructure and data center sectors have delayed their listings, facing a rise in interest rates that has helped fuel a punishing selloff in shares and bonds of AI operators such as CoreWeave and broader questions about the sustainability of AI spending. The contrast underscores Anthropic's appeal to investors even as concerns about competition from open-source models and AI safety weigh on the sector. Investor Sentiment and Market Position Many large investors remain bullish on Anthropic's prospects despite the fall turbulence, viewing the firm as one of the few opportunities to gain exposure to a technology sector that long-term investors cannot afford to ignore. Other issuers are reluctant to compete with Anthropic for institutional investors' attention and capital, two of the people said. Anthropic declined to comment. Valuations Coming Under Pressure The AI sector pullback follows a string of IPO delays and withdrawals since September, as market volatility and rising interest rates have made it harder for companies to secure attractive valuations. Delayed and Withdrawn Listings Switch, a data center operator, and Nscale, an AI infrastructure provider, have pushed their IPO plans back to later this year, people familiar with the matter said, while stressing that plans remain fluid and subject to change. Nscale's delay was partly driven by the need to address comments from SEC staff, one other person said. SoftBank-backed SB Energy has also postponed its listing, Reuters previously reported. NScale declined to comment. Switch didn't immediately respond to a request for comment. Blackstone-backed AirTrunk REIT and Nvidia-backed Firmus have pulled or paused their offerings, Reuters has reported. Market Reaction to Recent IPOs Oura's recent IPO has added to the caution among prospective issuers. The offering attracted little participation from long-only investors, a person familiar with the matter said, raising concerns about the depth of demand from institutional investors that typically provide a stable base of shareholders for newly listed companies. Scrutiny on Multiple Fronts Capital Requirements and Demand Concerns The retreat from AI infrastructure listings reflects growing scrutiny of the enormous capital required to build data centers and whether future demand will justify the investment. Recent developments involving CoreWeave have added to concerns about a potential slowdown in AI spending, although some market participants do not expect such a downturn to materialize. IPO Filing Strategies Nscale publicly filed its IPO registration statement in September, while Switch submitted its filing confidentially, Reuters reported previously. A confidential filing allows a company to work with regulators on its registration statement before disclosing financial and business details to the public. Companies typically publish the filing ahead of investor roadshows, when they begin marketing shares to prospective investors. (Reporting by Echo Wang in New York, editing by Colin Barr)
Anthropic security official warns of worsening cyber threats, risks to critical infrastructure
Anthropic's deputy cybersecurity chief warned Thursday that a surge in newly discovered software vulnerabilities could overwhelm defenses in the coming months, putting critical infrastructure at risk as artificial intelligence makes it easier to identify security weaknesses. Jason Clinton, deputy chief information security officer at the US artificial intelligence company, warned of a coming "vulnerability tsunami" that could leave operators of essential systems, including power and water facilities, without enough time to fix security flaws. He urged organizations to isolate sensitive computer networks from outside access to make them harder for hackers to penetrate. "As bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better," Clinton wrote on US social media company X. "Security leaders, never let a crisis go to waste: please go to your boards and ask for help right now. Not for AI, for the basics," he added, warning that organizations would need to withstand heightened cybersecurity risks for approximately 18 months. His comments come amid growing concerns that AI tools could uncover software weaknesses faster than companies and governments can repair them, giving hackers more opportunities to exploit vulnerable systems. On Wednesday, developers of PHP, a widely used programming language that powers websites and online services, released emergency security updates addressing two critical vulnerabilities that could allow attackers to run malicious code on affected servers without needing login credentials. The vulnerabilities were each assigned a severity score of 9.2 out of 10, and developers urged organizations to install the updates immediately. Clinton did not identify which recent incidents prompted his warning or suggest that they were connected. Anthropic has previously reported using its AI models to discover thousands of vulnerabilities in publicly available software, highlighting how the technology is accelerating the discovery of security weaknesses.
Anthropic Opens Managed Claude Platform Through Google Cloud
Anthropic's managed Claude platform is generally available through Google Cloud, with separate account setup, billing and data-processing conditions to check. Anthropic made its managed Claude platform generally available through Google Cloud on October 22, 2026, allowing customers to access its artificial intelligence tools while paying through their existing cloud bill. The launch adds a separate service alongside Google's existing managed offering. Both use Google Cloud credentials, but Anthropic runs the new service and sets its usage limits. Google operates the other offering within its Agent Platform, using the AnthropicVertex software client. "Anthropic operates the service and acts as the data processor," the company said in its launch announcement. Google remains the data processor for the Google-managed service. Okay News reports that spending on the new service counts towards existing Google Cloud commitments, according to Anthropic. Customers can use Claude Fable 5.1, Opus 5.5, Sonnet 5.5 and Haiku 5.5 through the offering. Anthropic said new platform features would become available through this route when they reach its own platform. The announced tools include document uploads, web search and code execution. Claude Managed Agents, for running longer tasks without customers managing the infrastructure, remains a beta product. Opus 5.5 fast mode is generally available through the new service. Its listed rates are US$8 per million input tokens and US$40 per million output tokens, the units used to measure text processed and generated. Those are fast-mode prices, not a uniform charge across the available models. Anthropic's fast-mode documentation says caching and data-residency pricing adjustments can apply on top. Fast mode has separate capacity limits and cannot be used for batch processing. For existing Claude customers, moving to the service requires a new Anthropic organisation rather than converting an existing account. Files and agent resources stay in the old organisation; workspaces and settings must be recreated. The two organisations can run alongside each other while customers move workloads gradually. The company's technical documentation says Zero Data Retention is available on request, but an arrangement covering another Anthropic organisation does not transfer. Some supporting systems, including trust and safety services, process data outside Google Cloud. Data location also requires a separate setting. Although the launch announcement describes United States and global endpoints, the technical instructions say to retain the global routing location and explicitly select United States-only inference, the processing that produces a model's response, when required. Google's managed alternative offers global, United States or European Union multi-region, and regional endpoints. Its regional endpoints support Claude Sonnet 4.6 and older models only, according to Anthropic's documentation; newer models require global or multi-region access. General availability does not remove every feature restriction. Betas limited to selected organisations still require access for the new organisation. The launch announcement does not specify Nigerian customer eligibility. Customers with negotiated discounts must contact their Anthropic or Google Cloud account representative before starting. "Discounts cannot be applied retroactively to usage," Anthropic said.
When is the Anthropic IPO as other AI companies delay their listings? | FXStreet
Anthropic is moving ahead with its planned initial public offering even as several other artificial intelligence companies delay their listings. The AI developer is expected to begin marketing shares to investors during the week of November 9, according to people familiar with the plans. Its prospectus could become public as early as late October. The timeline remains subject to change. But Anthropic's decision to continue with the IPO has attracted attention because the broader market for AI listings has become much more difficult. Rising interest rates, high infrastructure spending and weaker technology valuations have pushed several companies to delay or withdraw IPO plans. Anthropic is taking a different path. When could the Anthropic IPO happen? Anthropic is currently targeting a mid November IPO. The company could begin investor marketing during the week of November 9 before moving toward pricing and listing later in the month. A public prospectus is expected before that process begins. Anthropic has already filed confidential IPO documents with US regulators. That means the company has moved beyond early discussions and is now preparing the disclosures required for a public offering. The exact IPO date has not yet been confirmed. Market conditions could still affect the schedule. Anthropic stands out as AI IPO market weakens The broader technology IPO market has become more cautious. Several AI infrastructure and data center companies have postponed or withdrawn listings in recent weeks. Higher interest rates have increased financing costs. At the same time, investors have started questioning how much capital AI infrastructure companies need to spend before generating sustainable returns. That concern has already pressured shares and bonds of several listed AI companies. Anthropic faces some of the same questions. The difference is that investors appear more willing to give the company access to public markets because of its position in the AI software market. Anthropic develops the Claude family of AI models and competes directly with OpenAI and other large model providers. Anthropic valuation remains a key issue Valuation will be one of the biggest questions before the IPO. Some investors have discussed a valuation of around $1.5 trillion. That is lower than earlier expectations that Anthropic could seek a valuation closer to $2 trillion. The adjustment reflects a broader change in market sentiment. Investors still expect strong growth from leading AI companies. They are becoming less willing to assign extremely high valuations without clearer evidence of long term profitability. Anthropic reported strong third quarter growth. Revenue increased sharply from the previous quarter, while the company also told investors that it had reached adjusted profitability. Those results strengthen the case for an IPO. They do not remove questions about future spending. AI infrastructure costs remain a concern Large AI models require significant computing resources. That means companies such as Anthropic need continued access to chips, cloud infrastructure and data centers. These costs can rise quickly. Investors are now paying closer attention to the relationship between revenue growth and infrastructure spending. This is one reason several other AI IPOs have struggled. Companies with high capital requirements can become more vulnerable when borrowing costs rise. Anthropic has a stronger software revenue profile than many infrastructure focused companies. It still depends heavily on external computing capacity. The IPO will give investors a closer look at how much capital the company expects to spend as demand for Claude grows. Why is Anthropic continuing when other IPOs are delayed? Anthropic occupies a different position in the AI market. Many of the companies delaying listings are focused on data centers, infrastructure or computing capacity. Their business models require large upfront investments. Anthropic sells AI models and services. That gives it a more direct route to recurring revenue. The company has also established itself as one of the few major competitors to OpenAI. That scarcity matters. Public market investors currently have limited options for direct exposure to leading private AI model developers. Anthropic's IPO would give them one. That may help explain why investor interest remains strong despite weaker market conditions. Pre IPO markets are already trading Anthropic expectations Crypto derivatives markets have also created synthetic products linked to Anthropic's expected valuation. These pre IPO perpetual contracts allow traders to speculate on the company's future valuation before its shares begin trading publicly. They do not represent ownership of Anthropic shares. The prices should therefore not be treated as an official IPO valuation. However, they offer an additional indicator of market expectations. Price movements could become more meaningful once Anthropic releases its public prospectus and sets an official valuation range. What should investors watch next? The first major event will be the public prospectus. That document should provide more information about revenue, costs, infrastructure commitments and risk factors. The next step will be the investor roadshow expected in November. Valuation will likely become the main focus at that stage. Anthropic's IPO is becoming more important because it is no longer simply another AI listing. It is becoming a test of whether investors still want exposure to high growth AI companies despite rising rates and growing concerns about infrastructure spending. If the current schedule holds, the market should get its first detailed look at Anthropic's public offering before the end of October.
'Vulnerability tsunami' is coming, Anthropic security chief warns
Jason D. Clinton, the Deputy Chief Information Security Officer (CISO) at Anthropic, has warned that the tech industry is headed for a major crisis. In a post on X (formerly Twitter), he said, As bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better, attributed to Jason D. Clinton. His warning comes after a series of global cyberattacks this month. The month of October has seen an unrelenting wave of major cyber incidents. The cybersecurity community has been working around the clock to fend off millions of attempts to exploit a critical PHP code vulnerability worldwide. This comes on top of the weaponization of zero-click spyware via online advertisements and massive data breaches. Clinton had issued a similar warning back in August, predicting a vulnerability tsunami would hit in just a few months. Now that his prediction has come true, he is advising security leaders to use the current state of panic to their advantage. However, instead of asking for advanced AI defense budgets, he is urging them to focus on securing funding for basic cybersecurity measures. When asked about the changes expected after this 18-month period, Clinton shared his vision of vulnzero (zero vulnerabilities). He believes AI scaling laws will soon shrink advanced cyber capabilities into small, cheap models. Once we cross that threshold, software developers worldwide will be able to use these AI tools at minimal costs to identify and permanently fix security bugs before they even reach production. Until this verification technology becomes widely available and integrated into standard development pipelines, malicious actors have a temporary but devastating advantage. Hackers are currently using existing AI models to quickly find, automate, and exploit legacy bugs much faster than human defenders can patch them. This gives them an edge in the ongoing cybersecurity battle.
Rs 3.25 crore to write for AI company: Anthropic wants a human writer
The company behind Claude is offering up to Rs 3.25 crore a year for an experienced human writer. The role highlights why executive communication, strategic thinking and sound judgement remain important even as artificial intelligence tools become more capable. Artificial intelligence can draft articles, speeches and emails in seconds. Yet Anthropic, the company behind the AI chatbot Claude, is looking for an experienced human writer and is offering an annual salary of up to Rs 3.25 crore for the role. The opening is for an Executive Communications Writer, with a listed salary range of USD 295,000 to USD 345,000 a year, or approximately Rs 2.78 crore to Rs 3.25 crore. The position is based in San Francisco or New York City, according to Anthropic's official careers listing. The job is not simply about putting words on a page. The selected candidate will work closely with company leaders to explain complex developments, prepare communications for important events and help shape how Anthropic presents its work to the public. NOT JUST WRITING: WHAT WILL THE JOB INVOLVE? The writer will collaborate with Anthropic's senior leaders, external communications team and subject experts. Responsibilities include drafting and editing executive communications, preparing leaders for major public engagements and helping coordinate responses when breaking news requires a quick response. The company also wants someone who can understand technical subjects, including advanced artificial intelligence, and communicate them clearly to audiences with different levels of expertise. WHO CAN APPLY FOR THE ROLE? Anthropic is looking for an experienced professional rather than a fresher. The official listing outlines these requirements: * Experience: At least eight years in high-level executive communications, preferably at a fast-moving organisation. * Writing skills: Strong writing and communication skills, including the ability to work under pressure. * Judgement: Ability to handle uncertain situations, make informed decisions and offer a clear strategic perspective. * Education: A bachelor's degree or an equivalent combination of education, training and experience. * Location: San Francisco or New York City. The company is particularly interested in candidates with expertise in areas such as science and research, products and AI architecture, enterprise strategy, or visual storytelling and brand communication. HOW TO APPLY FOR ANTHROPIC HUMAN WRITER JOB Interested candidates can visit Anthropic's official job listing, review the requirements and submit an application through the careers portal. The position reflects a broader distinction in the workplace: producing text is only one part of communication. Understanding complex ideas, knowing what to say and helping leaders communicate clearly are also central to the role. For Anthropic, those responsibilities come with a senior-level salary.
Anthropic IPO Valuation Reports Range From $1.5 Trillion to $2 Trillion | EconoTimes
Reports on Anthropic's potential public offering describe investor valuation discussions at different levels, but none establishes a price for the company's shares in an IPO. Reuters reported that some attendees discussed a possible valuation of about $1.5 trillion. Bloomberg separately reported discussions between $1.8 trillion and $2 trillion. The lower figure is 25% below the $2 trillion upper end of Bloomberg's reported range. Anthropic, the maker of the Claude AI assistant, said June 1 that it had confidentially submitted a draft Form S-1 to the U.S. Securities and Exchange Commission. The company's announcement did not set an offering date, share count or price, and said any sale would depend on market conditions. The valuation figures come from separate reports of investor discussions, not announced IPO terms. Earlier EconoTimes coverage of Anthropic valuation discussions also described reported estimates around $1.5 trillion to $2 trillion.
Anthropic's Claude Duet Challenges Meta, OpenAI in AI Agent Race
Claude Duet automates tasks across 6,000 platforms with safety checks, available in U.S. Following Meta and OpenAI, Anthropic has also unveiled a personal AI agent that performs tasks on behalf of users. Anthropic publicly released a research preview version of its AI agent 'Claude Duet,' developed based on the AI model 'Claude Opus 5.5,' on the 22nd (local time). Claude Duet is a service that autonomously identifies and performs necessary tasks by examining integrated data and applications (apps) without requiring repeated user instructions. Anthropic explained that it was developed to assist professionals and small business owners who struggle with managing schedules and various tasks due to heavy workloads. Users can receive daily briefings summarizing key information through Claude Duet or instruct it to check emails and messengers to send necessary messages. A notable feature is that it continues tasks on a separate virtual computer even when the user is away or shuts down their computer. The service can integrate with over 6,000 platforms, including Google Gmail, the business messenger Slack, the social networking service (SNS) LinkedIn, the payment platform Stripe, and the e-commerce platform Shopify. It also supports direct payment for goods using the digital wallets of Stripe and Shopify. Anthropic has implemented safety measures given the AI agent's increased autonomy. Before performing sensitive tasks such as sending emails, making payments, signing documents, or deleting files, it must obtain explicit user approval. High-risk operations like securities trading or fund transfers are restricted, even if approved by the user. Requests to share highly sensitive information, such as credit card numbers and identification numbers, with external parties are automatically denied. Health and financial information is designed to be transmitted only upon explicit user instruction. However, Anthropic acknowledged that, being in an early development stage, Claude Duet may misinterpret user intentions or misjudge the urgency of tasks. Claude Duet is available on the Claude website and iOS and Android apps. It is currently accepting applications from subscribers to paid plans of over 20 dollars per month within the U.S. Previously, Meta introduced the personal AI agent 'Muse,' and OpenAI unveiled 'Dots.' Meta's Muse garnered attention, recording millions of downloads shortly after its release.
Anthropic's Claude Duet Requires Approval for Sensitive Actions | EconoTimes
The U.S. preview is limited to invited Pro and Max subscribers and uses their existing Claude plan allowance. Anthropic's Claude Duet is a cloud-based work agent for invited U.S. subscribers, designed to handle tasks across connected apps even when devices are off, while requiring approval before certain actions. Anthropic's announcement, dated Oct. 21, introduced a waitlist for the research preview. The company says access is going to invited subscribers in the United States on its Pro and Max plans. Team and Enterprise accounts are excluded for now, and invitations are being sent in waves. EconoTimes previously reported on the U.S. preview rollout. Duet compiles a morning summary from connected services and revisits those accounts at intervals during the day. Anthropic says the agent runs in a cloud virtual machine and is built around Claude Opus 5.5, enabling it to keep working after a user closes the app or powers down a device. The company lists scheduling meetings, building dashboards, preparing forecasts and making web apps among possible assignments. Anthropic says Duet can use more than 6,000 connectors and plugins in the Claude Marketplace. Gmail, Slack, QuickBooks, Gusto, Docusign, HubSpot and Shopify are among the services it names. Before taking certain actions, Duet must show what it plans to do and wait for the user's approval, Anthropic says. Examples include sending a message, making a payment, signing a document or deleting content. The rules prohibit securities trading and transfers between accounts, even with user approval. Anthropic warns that Duet may misunderstand a conversation or misjudge urgency. Because it reviews accounts periodically, an urgent message could arrive before its next check; users also cannot yet watch or take control of its browser. The company says emails and web pages can contain hidden instructions intended to manipulate an AI agent, and cautions that its safeguards are not perfect. Anthropic says Duet does not directly see passwords or sign-in tokens. The preview carries no extra fee, but its work uses subscribers' usual Claude plan allowance. Background monitoring and larger assignments may draw down that capacity sooner. Anthropic says it designed Duet for professionals and small-business owners managing many decisions. The company has not given a date for broader availability.
Anthropic's Claude Opus 5.5 tops AI index with 61.7 score
Artificial Analysis has released its Coding Agent Index v2.0, showcasing the performance of AI models across 290 software tasks. The update highlights Anthropic's Claude Opus 5.5 as the leader, scoring 61.7 overall and dominating the FrontierCode benchmark. This development follows the replacement of DeepSWE with Cognition's private benchmark, FrontierCode v1.1, and revisions to the SWE-Atlas-QnA grading criteria. The updated index evaluates performance on real-world code mergeability, providing a comprehensive assessment of modern AI capabilities. Key Takeaways * The announcement suggests that Anthropic's Claude Opus 5.5 is currently leading in AI model rankings according to the new index. * Markets appear to reflect mixed reactions, as the source's social media origin reduces perceived impact strength. * Pricing suggests a decrease in confidence for Anthropic maintaining its top position by the end of October 2026. What to Watch Observers will be monitoring further announcements from Anthropic and competitors, such as Google and Meta, which could influence market confidence. Key indicators would include any new benchmark results or model releases from these companies. The upcoming end-of-month rankings could significantly impact current market pricing, especially if other models surpass Claude Opus 5.5 in performance.
Google Cloud Lets Anthropic Run Claude Directly for Customers Who Want New Features First
Google Cloud made an Anthropic-managed deployment option for Claude generally available, giving customers day-zero access to Claude Platform features such as Managed Agents, skills and code execution. The existing Google-managed option keeps Google as data processor, with VPC Service Controls, CMEK and regional data residency. Companies that buy Claude through Google Cloud no longer have to wait for Google to wire in each new Anthropic feature before they can use it. Google Cloud has made an Anthropic-managed deployment option for Claude generally available, running next to the Google-managed version it already sells. Both versions get new Claude models on day zero, at the same pricing and on the same Google Cloud bill. What separates them is the legal and operational setup. "The difference comes down to who acts as your data processor and whether you need access to the new Claude platform features when they launch," Michael Gerstenhaber, vice president of product management for Gemini at Google Cloud, wrote in the announcement. Two ways to buy the same models On the new option, Anthropic operates the stack as the data processor on Google Cloud infrastructure, under Anthropic's Commercial Terms. Customers still sign in with Google Cloud IAM, keep Cloud Audit Logging and run spending through their existing Google Cloud billing, and usage draws down eligible Google Cloud commitments. In exchange, they get Claude Platform features the day they ship, including Claude Managed Agents, which is in beta, along with skills and code execution. Skills also figured in separate Anthropic news earlier Thursday, when the company said it is handing its Agent Skills standard to the Agentic AI Foundation, the Linux Foundation group that also looks after the Model Context Protocol. The Google-managed route keeps Google Cloud as the data processor under customers' existing agreements. That is the version with VPC Service Controls, customer-managed encryption keys and data residency in the U.S., EU and APAC, plus native hooks into BigQuery and Model Armor. Google says it is meant for strict governance, compliance and sovereignty requirements. New platform features arrive there only after Google integrates them into its own infrastructure. Google is stacking up model choices The Claude lineup on offer includes Claude Fable 5.1, Sonnet 5.5, Haiku 5.5 and Opus 5.5. Anthropic's own Claude on Google Cloud page promotes dedicated capacity and prompt caching as ways to keep production workloads predictable. The Claude announcement came a day after Google Cloud put OpenAI's GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna into its model garden in private preview, as WebProNews reported, and Gerstenhaber wrote in that announcement that Google Cloud is now the only hyperscale cloud provider offering access to all three leading closed source LLMs. The OpenAI models are also sold through Google Cloud Marketplace, so that usage lands on the same Google Cloud invoice as everything else. Google gave no schedule for the Google-managed side. Its post says new Claude Platform features "roll out over time" on the Google-managed option, with no date for when Managed Agents will get there.
Anthropic says Claude proved security properties in 123 open-source libraries
Anthropic says Claude produced formal proofs for 123 open-source libraries and uncovered bugs that had evaded detection for years. Anthropic said its Claude models were able to produce formal proofs for security properties in compiled code across 123 open-source libraries, a result the company described as a step toward making formal software verification practical at much larger scale. In the research post published on Oct. 22, 2026, Anthropic said the work also surfaced bugs that had gone unnoticed for years. Evidence and context According to Anthropic, Claude proved that 239 entry points across those 123 libraries would not crash on any input below 64 MB under the project's modeled conditions. The company said the proofs were applied at the assembly-code level on RISC-V binaries and used Theorem's formal semantics for RISC-V and Linux process behavior. Anthropic said the effort covered real-world open-source software, including libraries from Google's OSS-Fuzz initiative, and that it represents, to its knowledge, the first large-scale use of AI to apply formal verification to production software at the assembly-code level. The company said the proofs were generated over several weeks and that Claude also patched bugs it encountered during the process. Among the examples listed were an out-of-bounds write triggered by a rare 20 MB input layout, an out-of-bounds read in an image decoder requiring a 64 MB input and more than 2 GB of memory, a crash tied to a particular call sequence across two file handles, and a rediscovery of CVE-2026-56132 in libexpat. Anthropic also said the effort uncovered logic bugs that did not crash the software, including one case in which a file-access restriction feature was not always enforced. The company said the proofs are conditional and do not imply the software is bug-free. Its own limitations section says the guarantees depend on modeled assumptions, including single-threaded static binaries with a fixed memory budget running on RISC-V Linux, and that the work does not cover all entry points or all ways software may be used in production. Anthropic said the remaining uncertainty is concentrated in the trusted components: the RISC-V and Linux semantics, the theorem statements, and the Rocq proof checker. Why it matters Anthropic framed the work as evidence that LLMs can reduce the cost of formal verification, which has historically required highly specialized effort and has usually been confined to mission-critical systems. The post says larger models needed fewer tokens for some verification tasks, while shared proof components reduced duplication across related projects. The company also said it plans to publish a subset of the proofs and that Theorem will offer the same pipeline for other open-source projects. The research is consistent with wider industry work showing that formal verification can complement testing rather than replace it. But as Anthropic itself notes, the value of a proof still depends on whether the specification and machine model match reality, and many deployment assumptions remain outside the scope of the verified claims.
Anthropic Transfers Agent Skills Standard to AI Foundation
Anthropic is transferring the Agent Skills name, logo, GitHub organisation and domain to the Agentic AI Foundation. Anthropic announced on October 22, 2026 that it is donating the Agent Skills standard to the Agentic AI Foundation, which operates under the Linux Foundation. Skills package instructions and supporting material that software agents can load for particular tasks. Anthropic developed the format while working on Claude Code and published it as an open standard in December 2025. Okay News reports that the transfer covers the Agent Skills name and logo, its GitHub organisation and the agentskills.io domain. Anthropic said developers can continue using the standard and contributing to it without joining the foundation. Engineers from several companies will maintain it as individuals, with David Soria Parra and Mahesh Murag serving as lead maintainers. The proposed roadmap includes versioned releases, a formal process for changes and security guidance for people who write or install skills.
Anthropic CEO Defends Safety via Tech Leadership
Amodei argues leading AI development elevates industry standards despite criticism over accelerated projects Dario Amodei, Anthropic's CEO who has advocated for slowing the pace of artificial intelligence (AI) development, has rebutted criticism that the company's massive investments and accelerated development contradict its safety principles. He argued that companies developing technology safely must lead in cutting-edge competition to raise industry-wide safety standards. By emphasizing safety as the reason to both slow AI development and maintain a competitive edge, Amodei framed safety as the core justification for Anthropic's strategy. Amodei posted on social media X on October 20, local time, stating, "Our strategy has always been a 'race to the top,'" adding, "By demonstrating responsible technology development, we can elevate industry standards." He emphasized, "The impact is far greater when the company executing this is at the forefront of technology." The logic is that if safety-focused firms lead technologically, others will follow. The post was a response to criticism from Nathan Calvin, Chief Strategy Officer (CSO) of AI safety nonprofit EncodeAI. In September, Amodei had proposed slowing the improvement of AI model capabilities. However, Calvin highlighted nine instances where Anthropic allegedly accelerated AI development despite its safety stance, including a contract securing over 500 billion dollars in computing resources and increased use of its AI, Claude, in next-generation model development. Calvin argued that Anthropic prioritizes accelerating AI development while publicly emphasizing safety. Amodei also claimed Anthropic sacrificed business interests for safety. He noted that while the company secured a Mythos-class model in February, it delayed its public release until June to strengthen cybersecurity measures. "Economically, releasing the model immediately would have been far more rational," he said, adding, "We likely sacrificed a significant portion of our model's lead over several months." He acknowledged that strict restrictions to prevent biological weapon misuse have caused the company to miss out on legitimate biological research demand but stated, "It's the right thing to do, and we will continue." Amodei did not retract the need for slowing development entirely. Regarding the challenge of safety measures lagging behind AI acceleration, he said, "We are nearing that point, which is driving discussions about 'speed moderation.'" However, he did not specify when or by how much Anthropic would slow its development. The debate emerged as Anthropic prepares for a large-scale initial public offering (IPO). The company is expected to list next month with a valuation of 2 trillion dollars. It recently announced third-quarter revenue of 16.8 billion dollars.
Anthropic opens ₹3.26 crore job for human writers; experts say it's a 'premium on judgment' | Company Business News
In one of the great paradoxes of the generative AI boom, Anthropic, the creator of the Claude AI chatbot, which can easily generate a speech or an essay in seconds, is looking for human writers, according to Business Insider. The AI giant recently listed an opening for an "Executive Communications Writer" for a whopping $2,95,000 to $3,45,000 (roughly ₹2.78 crore to ₹3.26 crore) a year. However, they aren't looking for just anyone with a way with words -- Anthropic wants a candidate with at least eight years of experience who can quickly digest technical concepts, sharpen executive thinking, and maintain composure during breaking news. While the job posting drew scepticism on LinkedIn -- with an Oregon-based author joking it was the job to take if the "writer wanted to build their own gallows" to train AI -- communication professionals told BI that the opening highlights the enduring value of human creatives. Speaking to Business Insider, three professional writers and communications experts noted that for young writers, the real work starts long before the typing begins, and simply being good with words is only a fraction of the job. "When speed becomes cheap, judgment carries a premium," Ann Handley, chief content officer at MarketingProfs and author of Everybody Writes, told the publication. "I think we're seeing that value extended to the role of the writer." What AI cannot achieve The search for a human writer comes as Anthropic's internal data reveals how AI is already reshaping its workforce. According to a company report, junior workers accounted for just 9% of technical department hires in June, down from 27% in early 2025. In May, Anthropic CFO Krishna Rao revealed that AI already writes 90% of the company's code. This shift pivoted hiring needs across all office roles away from actual execution and toward oversight, judgment, and strategy. Rao noted that the company might still expand hiring because "there's no shortage of work to do." Corporate communicators must evolve into strategists for company leaders rather than just acting as language polishers, according to Handley. "Good writers have always been strategic, in the sense that they have always made choices about what goes on the page, and what does not," Handley told BI. "The successful candidate isn't merely shaping language, but shaping thought leadership and how the team is presenting to the world," she added. "That means knowing which ideas are worth owning, which are worth exploring, and which are just plain dumb." Joseph Braue, executive editor of Content Marketing Partners, told Business Insider that a major part of corporate writing is challenging unsupported claims, preventing overpromising, and resisting the pressure to publish weak material. "The decisions I've regretted the most were times I didn't push back enough on corporate or customer executives," Braue said, noting that while writers often collaborate with AI, humans must control the narrative and ensure absolute accuracy. Measuring impact beyond word counts The compensation for Anthropic's new role is exceptionally high compared to industry standards. By comparison, Amazon Web Services recently listed an Executive Communications Manager opening in Seattle offering an annual pay range of $126,700 to $171,400. To justify such an expense, professionals argue that writers must prove their business impact. Josh Bernoff, a business strategy author and former executive with two decades of experience, told the publication that a large volume of content does not prove a writer's worth. Instead, writers need tangible evidence of their work's impact. "If your job is to create market research reports, then you're only effective if people read those reports and say, 'here are the changes we're going to make on this product,'" Bernoff explained. "Your job is to move people and think about how to do it before you start writing." Braue advised that writers looking to advance must understand business terminology and track whether sales leaders and internal partners are actually utilising their content. "Learn basic marketing analytics. Understand attribution, conversion, and how a pipeline works," Braue said. "Writers who speak revenue get promoted." Bernoff suggested that early-career workers should take writing classes and use AI for research and efficiency, all while composing the final words themselves. In his annual survey on AI usage among writers, Bernoff found that while many use AI as a search engine or thesaurus, fewer than 10% use it to generate publishable content as is. "If you're in a position to move your fellow students or people reading a school newspaper or your professors, then you're going to be taking the first step that's necessary to be able to move people in a corporate environment," Bernoff advised. Handley recommended that young professionals start a newsletter and publish bi-weekly, regardless of audience size. "Maybe you'll learn to interview people or ask better questions or notice things others don't," Handley said. "In doing so, you'll build a body of work that shows a potential employer that, sure, you can write, but most importantly, you can think, and you can engage on the page."
Dow Jones Top Markets Headlines at 9 PM ET: SpaceX, Anthropic and Nvidia Help Snap Tech Stocks Out of Their Recent Malaise | Canada ...
SpaceX, Anthropic and Nvidia Help Snap Tech Stocks Out of Their Recent Malaise Bullish signals from three different links of the AI chain helped the Nasdaq Composite undo most of Friday's selloff. Canada to Provide Steel, Auto Sectors With Billions to Ease Trade Crunch It is Canada's latest dollop of federal aid for companies that have faced financial strain since President Trump imposed hefty tariffs on foreign-made metals and automotives. Diplomats Race to Head Off Escalation With Iran Efforts to revive talks come as the U.S. sends more warships to the region and Israel plans for possible attacks. The Real Energy Bottleneck Isn't Crude-It's Fuel, Says Kuwait CEO The biggest bottleneck to the global trade of energy is no longer crude oil, according to the head of Kuwait's state oil company. The Trump Administration Wants More Tax Charges. It's Going to Be Tough. The Justice Department has told its overworked fraud prosecutors to look for tax charges wherever they can, but law enforcement is already straining. U.S. Crude Oil Stockpiles Fall More Than Expected Commercial crude oil stocks decreased by 3.1 million barrels last week. Analysts had expected crude stocks to be down by 300,000 barrels. NYSE Just Extended Options Trading Hours. It's Only the Beginning. The New York Stock Exchange said plans to open up options trading for roughly two hours before the market's typical 9:30 a.m. ET opening bell and then again for 15 minutes after the 4 p.m. ET closing bell. Healthcare Stocks Are Rallying, and Flashing a Warning for the Rest of the Market The sector is trading at a premium as investors seek safety from AI jitters. Soaring Energy Prices Spur U.K. to Approve Controversial Gas Field The decision brings an end to an approvals process that had stalled on climate concerns, and primes operations to kick off within weeks. Oil Futures End Mixed as Traders Weigh Supply Recovery Against Shipping Risks Oil prices settled mixed as optimism about a recovery in Middle East oil exports was offset by continued threats against shipping through the Strait of Hormuz and attacks targeting Saudi Arabia. U.K. Inflation Jumps Again, Strengthening Case for Rate Hike Inflation rose further above the Bank of England's target as policymakers prepare for a meeting that is expected to yield a first rate increase since the start of the Iran war. U.K. Government on Track to Cut Borrowing Ahead of Budget The government cut borrowing in the first six months of its fiscal year-but at a slower pace than planned-underlining the challenges posed by rising prices and interest payments.
