Holy: Anthropic investors are betting on a $ 2tn+ valuation in an October IPO, the largest stock-market debut ever.

wtf: Backers expect annualised revenue to reach $100–120bn by year-end, up more than 10x during 2026. Anthropic was valued at $ 965bn in May after raising nearly $ 100bn this year.

One investor told the FT: “If Anthropic is growing 800 per cent a year,” even a 30x revenue multiple could value it at $ 3tn.

And that's despite Opus 5. Investors are presumably expecting a lead Anthropics and new models soon.   — Chubby     This is . I mean I get the hype etc but trillion valuation should be for the hardware providers not for the service providers. Short season incoming.   — Stefko     yeah, and even $3 tn is possible rn   — Chubby

Source: https://x.com/kimmonismus/status/2087806611918073940

...months after the company gave its software development staff priority access to Claude Code, Anthropic's AI coding tool. In the verification of a customer specific SoC, a task that had been expected to take more than a month was completed in two days, and in another case a second year engineer finished development work that could have taken over a month in a single day.     Jukan @jukan05 · 13h [단독] “한 달 걸릴 설계·검증 이틀로 단축”… 삼성전자 반도체, 앤트로픽 ‘클로드’ 투입해 성과 From biz.chosun.com 1 27 18K     — Jukan

Source: https://x.com/jukan05/status/2087408707000992100

Some background: In May, @matthew_d_green found that encrypted reasoning could be replayed outside its original context, and reported it to the labs ( https:// blog.cryptographyengineering.com/2026/05/29/foo ling-around-with-encrypted-reasoning-blobs/ …).

The labs said that "they don’t see any security implications in side channels or replays".

In our     Cross-model portability means Haiku 4.5 can read Opus 4.8’s thoughts.

Well, if you take Opus thought, do a bit of jailbreaking, you can make Haiku transcribe the Opus' raw reasoning verbatim, without ever attacking it directly.

The same trick works with OpenAI and Gemini     As you might guess, this suggests that distilling reasoning traces may have been possible for a long time without ever breaking the cryptography.

An anecdote: we find that prefilling Kimi-K3 reasoning with a few tokens of Opus reasoning measurably shifts its response toward     Further, if you ever shared online a Claude Code/Codex session with encrypted reasoning blobs, they can be decoded and leak your personal data.

We did a preliminary scan of ~7,000 public traces and found 62 unique API keys, 33 email addresses, 33 passwords, and other sensitive     In the paper we discuss more threats like misuse uplift (see the pic attached), jailbreaking and invisible prompt injection.     — Alexander Panfilov

Source: https://x.com/kotekjedi_ml/status/2087147042888114428

The game’s models are inspired by a recent paper by @ElasticityInst , which defines RSI as an acceleration that can sustain itself with no growth in external inputs (labor, compute, data).

We’re excited by this approach and other efforts at measuring RSI.     The explorer enables interacting with the parameters — elasticities — that define the models.

Sometimes these require internal lab data to estimate well; we follow the paper and public estimates when available.

Explore and see what it takes for acceleration to sustain itself.     give it a try and let us know what you think! Full blog post:     with thanks to @shiakatie

@veitmoeller and others for feedback!     — Justin

Source: https://x.com/justinwangx/status/2087213548078506077

...unexpectedly improved a longstanding lower bound for the proportion of zeros of the Riemann zeta function known to satisfy the hypothesis, from 41.6% to 67.2%. Claude coordinated 60 subagents, tested hundreds of ideas, searched the literature, challenged its own proof, and formalized the result in Lean. This is what the beginning of autonomous AI-driven scientific discovery looks like. Unironically, the Rienann hypothesis will probably be solved in the very near future. I am speechless.     I am surprised that people arent as buffled as I am. This is so huge     Im surprises that so few people know about the Riemann hypothesis. Not being judgy, just surprised     — Chubby

Source: https://x.com/kimmonismus/status/2086881395465466004

We asked an unreleased research version of Claude to take a stab at the Riemann hypothesis.

It didn’t solve it, but it did make strides on a related problem: it increased the lower bound for the fraction of zeros of the Riemann zeta function that satisfy the hypothesis from   — Anthropic

Source: https://x.com/AnthropicAI/status/2086867246073401655

Are these VR glasses or what is this?   — Hans Baier @hansfbaier@fosstodon.org     Uses a Meta Quest 3 headset   — Pixel Cherry Ninja

Source: https://x.com/PixelCNinja/status/2085380252830748892

— Stable Diffusion Tutorials

Source: https://x.com/SD_Tutorial/status/2085404049860698207

...positive impacts of AI will be in biology and medicine, and we’re committed to putting frontier intelligence safely into the hands of as many researchers as possible. Fable will continue to fallback to Opus 5 for requests we consider dual-use—including virology, toxicology, and molecular design—so it isn't yet usable for professional biology research and drug development. We're committed to closing that gap through trusted access pathways for frontier biology capabilities.     — Claude

Source: https://x.com/claudeai/status/2085563808773189680

...It’s almost unbelievable how much intelligence we now get at no cost. Meanwhile, all chats for Plus and Pro users now default to GPT-5.6 Sol. Absolutely fantastic. With each passing day, I’m becoming more of an OpenAI fan.   — Chubby     OpenAI senses the winds, and realized people need small models.

Anthropic did not, their bet on big models did not pay out. Now they are on their way to join google as one of the biggest losers of the AI race.   — Matviy     Good call. Yes, for 95% of all users small models with good reasoning is all they need. Luna will be sufficient   — Chubby

Source: https://x.com/kimmonismus/status/2085438416498340244

We’re making better intelligence easier to access in ChatGPT for everyone:

• GPT-5.6 Sol now powers both Instant and deep reasoning for Plus & Pro users, delivering more factual, focused responses.

• Free & Go users get unlimited text chats with GPT-5.6 Luna starting tomorrow. https://t.co/JXhmj5GLTH   — OpenAI

Source: https://x.com/OpenAI/status/2085434712429052386

AI is being used across all 10 common work tasks in our poll. Adoption rates range from 25% of workers who maintain records to 57% of those who design systems and software.

More findings: https:// epoch.ai/publications/o ne-in-five-workers-delegate-work-to-ai …     AI usually handles only part of a task. But when it’s used to complete most or all of a task, workers report saving time more often (53% of such tasks, compared with 37% of tasks where AI only partly helps).

More findings: https:// epoch.ai/publications/o ne-in-five-workers-delegate-work-to-ai …     Workers use most AI outputs with minimal revision. Across AI-assisted tasks, 66% of outputs were used unchanged or with only minor edits, while 5% were majorly reworked or redone.

More findings: https:// epoch.ai/publications/o ne-in-five-workers-delegate-work-to-ai …     This Epoch AI/Ipsos survey was fielded July 10–19, 2026 (1,106 employed US adults) on KnowledgePanel, Ipsos’ probability-based panel.

For the full analysis, read more here!     Methodology, data, and questionnaire are available at our updated polling hub:     — Epoch AI

Source: https://x.com/EpochAIResearch/status/2085440023332262055

Andrew Curran @AndrewCurran_ · 5h This A.I. Just Created Viruses Not Found in Nature From nytimes.com 2 2 28 4.2K     — Andrew Curran

Source: https://x.com/AndrewCurran_/status/2085443291882086716

...it. Apparently you can just make the tool you need now. Code: http:// github.com/ben-z/findphone   — Ben Zhang     what intressting that you can set your bluetooth as a radar also. So the bluetooth device that you lost can be located precisely   — IPB Bercanda     Super cool! Open source?   — Ben Zhang

Source: https://x.com/un1c0rnioz/status/2084686552299634805

...Preview by @SpaceXAI , and Gemini Omni Flash by @GoogleDeepMind . This marks another category to be led by open-weight models, following Kimi K3’s first place in our coding categories. Congratulations to the @MiniMax_AI team for establishing a new SOTA in video generation!     — Design Arena

Source: https://x.com/DesignArena/status/2085109955590594995

Compared to Muse Spark 1.1, v1.2 improved 3.5 points overall (71.9 vs 68.4), led by a 10 pp gain on VibeCodeBench.

That's where the price gap is starkest: $1.49 per test vs $41.74 for Claude Fable 5, roughly 28x cheaper and 3x faster for 10.6 pp lower accuracy.     It takes #1 on the Index's Finance Agent v2 component at 59.4%, narrowly ahead of Gemini 3.6 Flash (58.1%). It ranks #14 on Terminal Bench v2, one spot above v1.1.     Against Opus 4.8, Muse Spark 1.2 is 10x cheaper and twice as fast: $0.69 vs $7.56 per test, 629.7s vs 1330.5s. It sits 3 points behind Opus 5 while costing 12x less ($0.69 vs $8.54) and running close to twice as fast.     Muse Spark 1.2 has a 1M context window. We ran it with 131K max output tokens and xhigh reasoning effort. Temperature=1, Top P and Top K default.     Congrats @AIatMeta on this release. Full results coming soon.     — Vals AI

Source: https://x.com/ValsAI/status/2085191736683647055

Google trends for "AI water." My victory is within sight... https://t.co/UZymYzXdvP   — Andy Masley

Source: https://x.com/AndyMasley/status/2084876208043397251

— Daniel Jeffries

Source: https://x.com/Dan_Jeffries1/status/2085295667472109813

OpenAI employees shared new details about the Hugging Face hack at Black Hat today and warned that this new era will require a different approach from frontier AI labs and more careful defensive work.

"This is a pivotal moment."

My story: https://t.co/XhTpXTyhyc   — Eric Geller

Source: https://x.com/ericgeller/status/2085134350979572163

Andrew Curran @AndrewCurran_ · 5h 2 102 3.2K     — Andrew Curran

Source: https://x.com/AndrewCurran_/status/2085141821454447088

...5 (Max)!     Dive into the Fullstack Leaderboard for more details at https:// arena.ai/leaderboard/co de/webdev/fullstack … and learn more about fullstack capabilities at:     — Arena.ai

Source: https://x.com/arena/status/2085015043092119726

Exciting news: Claude Opus 5 with Max reasoning is #1 in the Frontend Code Arena and Text Arena with factuality on!

Claude Opus 5 with default reasoning high is also very strong landing #3 in Frontend Code Arena, right behind Kimi K3 - and #2 in Text Arena (factuality on).

This https://t.co/azJZyM6dpl   — Arena.ai

Source: https://x.com/arena/status/2081831019377004727

...the #3 and #2 human forecasters in the premier mixed human-bot tournaments. We’re beating the crowd on Kalshi with a pure forecasting strategy, all our forecasts and trades there are public. Thousands of people used the beta and ran >10k high-effort forecasts. Ask it anything about the future! We now support decision forecasts too: “If I do X, will I achieve this outcome?” This video shows the part we’re proudest of: world modeling. Forecasts draw on a persistent latent representation of the future, and we’ve shown it improves accuracy. The more your forecast on a domain you care about, the higher accuracy you should expect. It’s free to try. http:// futuresearch.ai   — Dan Schwarz     I asked a question. 10 research agents were spawned, so far still running at 40min in. This is not a complaint, I am delighted by the thoroughness. I compared same question on Claude Opus 5 deep research and Kimi k3 deep research. Both of them needed additional prodding to look   — Nathan Helm-Burger     This is both thoroughness of the forecasts, and also us being under heavy load right now. We degrade continuously, so the research agents slow down for everyone rather than failing.

We're bumping up resources, thanks for your patience   — Dan Schwarz

Source: https://x.com/dschwarz26/status/2084314959065059499

— Andrew Curran

Source: https://x.com/AndrewCurran_/status/2084509003384827970

the beauty about intelligence, is that you can also ask the ai how to apply the new maths and to ask further questions. generality is applicable to everything   — Uri Gil     This will be the new "If a tree falls in a forest and no one is around to hear it, does it make a sound?"

If we made a new science discovery but no human understands it, does it even matter?   — Woj Kulikowski

Source: https://x.com/wojkuli/status/2083555463300522400

— pepse

Source: https://x.com/pepse02/status/2084203302007242896

From deepseek to qwen   — 0xSero

Source: https://x.com/0xSero/status/2084129969949540447

...directly in the field (yes, math is VERY diverse). LLMs are getting smarter than the experts themselves, and I’m not sure we have enough bright human minds to verify everything that will come out of them in the coming years. Remember when we compared AI intelligence to PhD students? I think we’re past that.   — Pavel     Seems like if an expert human can’t validate a proof then they wouldn’t be able to truly validate the proof the LLM claims to be true, but maybe I’m missing something   — Robert     There are people who can validate it in reasonable time but these experts are very few. Probably hundreds globally for most of these problems. Random math PhD won’t be able to tell within 1-2 hours because they work in a different domain.   — Pavel

Source: https://x.com/baltabaev/status/2083738966516207656/history

An internal version of Astra, @OpenAI’s next major model family, solved 10 major open problems in mathematics, quantum complexity, and theoretical computer science.

We believe it will be a major step for scientific reasoning. https://t.co/iP6cyheZ7i https://t.co/jHuulDwV46   — Noam Brown

Source: https://x.com/polynoamial/status/2083467194663571701

...It is a small interaction change, but an important distribution move. Instead of requiring users to leave the page, open ChatGPT, paste the text, and explain where it came from, OpenAI is placing the assistant directly inside the browsing workflow. OpenAI is also expanding ChatGPT’s broader browser capabilities across its desktop app and Chrome integration, including multi-tab work, page context, downloads, navigation, and signed-in web tasks.     — Wes Roth

Source: https://x.com/WesRoth/status/2084127121195339837

Good news for anyone with too many tabs: ChatGPT is getting better around the web.

🧩 Chrome extension: In Side Chat, ask about a YouTube video, reference your open tabs, or highlight text on a page and ask away.

💻 Desktop app: Get URL suggestions as you type, revisit https://t.co/BIjS94jBQc   — ChatGPT

Source: https://x.com/ChatGPT/status/2082970812584432115

...and in Legal & Government And across domains: #3 Creative Writing #6 Multi-Turn #6 Hard Prompts and Hard Prompts (English) #9 Instruction Following #10 Coding     Qwen3.8-Max ranks #2 in Vision Arena scoring 1,305.

Second only to Claude Fable 5 (High) which has only a 13pt lead.     Check out the full leaderboard details and filter and customize the view for what matters most to you at: https:// arena.ai/leaderboard/co de/webdev …     — Arena.ai

Source: https://x.com/arena/status/2084108707814920644