🤖 Anthropic's chart says AI now leads 26% of its own R&D tasks, up from 1% in March
That's the chart insiders call the most important one in AI. It's built on Anthropic's analysis of thousands of internal tasks, and it's the recursive self-improvement trend in one line.
The data is Anthropic's own, measured by Anthropic. And "leads" isn't "finishes."
That's the chart insiders call the most important one in AI. It's built on Anthropic's analysis of thousands of internal tasks, and it's the recursive self-improvement trend in one line.
The data is Anthropic's own, measured by Anthropic. And "leads" isn't "finishes."
The Wall Street Journal
The Smartest People in AI Believe This Is the World’s Most Important Chart
AI is starting to build better AI. This self-improvement is speeding up research and development—and freaking everyone out.
🚨 Anthropic's Q3 books show a $104B net loss, and most of it is paper
The amended S-1 adds third-quarter financials. Most of the loss comes from changes in the fair value of convertible notes and derivative liabilities, not from operations.
It's an accounting mark, but it's still the first number every Nasdaq investor will read.
The amended S-1 adds third-quarter financials. Most of the loss comes from changes in the fair value of convertible notes and derivative liabilities, not from operations.
It's an accounting mark, but it's still the first number every Nasdaq investor will read.
CNBC
Anthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1
Anthropic unveiled its S-1 prospectus last week, but the initial filing only included the company's financials through the first half of the year.
🚨 Anthropic says an unreleased Claude chained bugs into five working exploits
Anthropic's research covers browsers and operating systems, not just bug-spotting:
• In Chrome, it linked four flaws, from V8 memory corruption to a sandbox escape
• The demo webpage popped macOS Calculator with no further interaction
• The broader Chrome work produced 62 CVEs, 13 of them sandbox escapes
• Google and Apple confirmed Claude helped find some bugs, but how much was autonomous is unclear
Anthropic's research covers browsers and operating systems, not just bug-spotting:
• In Chrome, it linked four flaws, from V8 memory corruption to a sandbox escape
• The demo webpage popped macOS Calculator with no further interaction
• The broader Chrome work produced 62 CVEs, 13 of them sandbox escapes
• Google and Apple confirmed Claude helped find some bugs, but how much was autonomous is unclear
Anthropic
Discovering and exploiting vulnerabilities in critical, real-world software with Claude
Over the past few months, we’ve used an unreleased, internal research model to find critical vulnerabilities in some of the world’s most widely used software, such as browsers and operating systems. In this post, we share details of five attack chains, which…
🤖 Marvell is paying $115B for a laser company
Marvell is buying optical-components maker Lumentum to go after Broadcom in AI data-center hardware.
• Marvell's own market value is above $170B
• Nvidia put $2B into each company earlier this year
• In August, Marvell signed a Google chip supply deal worth up to $120B through fiscal 2033
Marvell is buying optical-components maker Lumentum to go after Broadcom in AI data-center hardware.
• Marvell's own market value is above $170B
• Nvidia put $2B into each company earlier this year
• In August, Marvell signed a Google chip supply deal worth up to $120B through fiscal 2033
🚨 Anthropic's biggest constraint is chips.
The New York Times reports that Anthropic is scrambling for computing power, with the IPO closing in.
Claude can only grow as fast as the GPUs and data center space Anthropic can lock down. And the clouds it leans on are also building rival models.
The New York Times reports that Anthropic is scrambling for computing power, with the IPO closing in.
Claude can only grow as fast as the GPUs and data center space Anthropic can lock down. And the clouds it leans on are also building rival models.
Nytimes
Inside Anthropic’s Hunt for A.I. Computing Power
The company went on a deal spree with tech giants, former crypto miners and others to obtain one of the artificial intelligence boom’s scarcest resources.
🚨 Anthropic's S-1 says it may soon hit its own definition of recursive self-improvement
The amended filing adds new risk-factor language. Anthropic says it has already used AI to build models whose capability jumps it didn't recognize at the time. It also says no model has crossed the line yet, and humans stay in the R&D loop.
An S-1 is a disclosure and a sales pitch at once. "Our AI might build itself" is a strange thing to put in either.
The amended filing adds new risk-factor language. Anthropic says it has already used AI to build models whose capability jumps it didn't recognize at the time. It also says no model has crossed the line yet, and humans stay in the R&D loop.
An S-1 is a disclosure and a sales pitch at once. "Our AI might build itself" is a strange thing to put in either.
TechCrunch
Anthropic warns that it's very close to RSI capability, aka self-building AI | TechCrunch
RSI is the point at which AI grows so good at training itself that it spawns a dramatic acceleration of AI capabilities. To the AI doomers, RSI represents the cataclysm from which there is no return.