Company / organization
Anthropic
By and about Anthropic · page 2
Gavin Baker reads Codex's jump to 25M users as OpenAI taking share
Gavin Baker cited Codex's active users jumping from 6 million to 25 million in about seven weeks as evidence OpenAI is taking share, alongside open-weight models rising from 28% to 62% of tokens on Vercel's AI Gateway.
newsJudge rules Trump administration's blacklisting of Anthropic was illegal
A federal judge ruled the Pentagon's blacklisting of Anthropic unconstitutional, finding the supply-chain-risk designation was retaliation for the lab refusing to support lethal autonomous warfare and mass surveillance.
newsClaude formalizes Fermat's Last Theorem in 11 days and 13 million lines of Lean
Anthropic says Claude produced the first complete computer-checked proof of Fermat's Last Theorem in 11 days, writing 13 million lines of Lean, and mathematician Kevin Buzzard confirmed it checks out.
newsOpenAI and Anthropic hit a $105B combined run rate, 3.5x since January
Epoch AI estimates OpenAI and Anthropic's combined annualized revenue hit about $105 billion, up from $30 billion at the start of the year, a 3.5x gain with four months still to go.
newsServing Kimi K3 on rented B200s breaks even at 159 tokens per GPU-second
VSC Ventures partner Jay Kapoor pressure-tests Dylan Patel's claim that anyone can profit renting B200s, and the math shows CoreWeave's $69/hour 8x B200 node needs 159 tokens per GPU-second sold at Kimi K3's $15/1M rate just to break even.
newsJerry Tworek: humans have "at least two years" left in AI research
Jerry Tworek, the ex-OpenAI VP of research who left to found Core Automation, says humans have "at least two years" left as a meaningful part of AI research discovery, while calling today's research agents high-creativity but low-quality.
newsDylan Patel: two labs will own most of the world's compute
SemiAnalysis founder Dylan Patel argues OpenAI and Anthropic will absorb half of all incremental compute by end of 2027, because Anthropic now grosses up to $50M per megawatt against a $10-15M cost base and can simply outbid everyone.
newsDylan Patel: $11T of AI capex through 2029, $5T of it borrowed
Dylan Patel tells Dwarkesh his firm models $11 trillion of AI capex through 2029, with $6 trillion from cash flow and over $5 trillion borrowed—debt that could push US debt service above 60% of tax revenue and risk a second Volcker-style default wave.
newsA Claude connector listing brought Breakreach 109 visitors and 13 paid trials in a weekend
A Claude connector directory listing took Breakreach's daily unique visitors from 2 to 109, and founder Samuel Rondot says it converted into 41 signups and 13 paid trials over one weekend with no ads or launch post.
newsOpenRouter's GPT-5.6 discount: Luna tokens up 13.8x, Terra 5.6x
OpenRouter's data shows a 50% discount on OpenAI's GPT-5.6 Terra and Luna drove daily token volume up 5.6x and 13.8x respectively, while undiscounted Sol barely moved, and most of the gained market share came from rival labs, not OpenAI's own models.
newsEverything we know about AI usage comes from vendors
MIT Technology Review reports that researchers have no way to check Anthropic's and OpenAI's usage studies: "There is no independent source to corroborate it," says Stanford's Anka Reuel.
newsClippy, a tiny teammate for Claude Code and Codex
Clippy, a free macOS app, surfaces approval requests and questions from Claude Code and Codex agents via a small animated buddy on each window, using localhost hooks that fail safely to the terminal prompt if the app is closed or unresponsive.
newsTop developers are pivoting from chatbots to physical AI
Fei-Fei Li, Yann LeCun and a wave of younger researchers are leaving language-model work for "world models" that learn space, time and physics — the substrate for robots and physical AI.
newsOpenAI cuts GPT-5.6 Sol API pricing by 20%
OpenAI cut GPT-5.6 Sol's API price by 20%, shipped as a quiet documentation edit surfaced August 22, with the pricing docs stating the lower rate holds until at least November 21.
newsInherent launches Faraday, an AI research 'teammate'
British lab Inherent, founded by DeepMind alumni, released Faraday — an AI agent it says beat Anthropic's and OpenAI's models at replicating scientific papers, a claim resting so far on the company's own reporting.
newsSemiAnalysis estimates different token-value ceilings for $200 AI plans
SemiAnalysis estimated that Anthropic’s $200/month Claude plan could provide up to $8,000 in monthly token value, versus $14,000 for OpenAI’s plan under exhausted weekly limits.
newsGodfrey-Smith: rhythm, not computation, makes a mind
Philosopher Peter Godfrey-Smith argues large-scale rhythmic electrical activity — not point-to-point neural firing — is essential to consciousness, and gives computers a very low probability of being conscious.
newsAgents that post-train AI revise their strategy 2% of the time
A Tsinghua, Renmin and UESTC study of 1,338 AI agent transcripts post-training language models found agents changed strategy in just 2.1% of 3,557 consecutive run pairs, even as execution gains lifted benchmark scores from 10.41% to 23.0%.
newsClaude Users Object to Anthropic's New Watermarks
Anthropic's new watermarking system for Claude output is drawing complaints from users who say it will expose their use to employers and instructors, which is precisely what the provenance marking was designed to do.
newsAnthropic on Claude's mathematical capabilities
Anthropic published a research note on August 10 exploring Claude's mathematical capabilities using the Riemann zeta function, drawing 169 points and 117 comments on Hacker News within ten hours amid debate over the model's actual contribution versus…
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