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| • S-1: as of September 30, Anthropic had 11,900+ customers spending $100,000+ annually, 1,900+ customers spending $1M+, and ~250 customers spending $10M+ (Rebecca Bellan/TechCrunch)
• Microsoft and others push out emergency patches for a critical flaw in Brotli, the C decoder library built into Node.js, that could allow remote code execution (Bill Toulas/BleepingComputer)
• Few VC firms are mentioned in Anthropic's S-1, except Spark, which invested ~$800M across six rounds and whose GP Yasmin Razavi is the sole VC on its board (Kate Clark/Wall Street Journal)
• Nevis, which uses AI to automate paperwork for financial advisors, raised a $70M Series B led by EQT Ventures, a source says at a $500M valuation (Camila Grigera Naón/Fortune)
• Microsoft offers buyouts to ~60K workers at VP level and below across teams in the US, Canada, India, and the UK; its headcount at the end of June was 223K (Bloomberg)
• Bedrock Robotics, which makes driverless excavators and other autonomous construction machines, raised a $600M Series C at a $4.1B valuation (Edward Ludlow/Bloomberg)
• Instagram is testing Features, a new long-form horizontal video format of up to 90 minutes aimed at podcasters, comedians, and other creators, in the US (Caitlin Huston/The Hollywood Reporter)
• S-1: Anthropic warns prospective investors that its AI safety and advocacy stances risk disproportionate and selective targeting from the Trump administration (Maria Curi/Axios)
• Sources: Anthropic is aiming to go public the week of November 16 and could raise ~$100B at a $1.5T to $2T valuation, after initially preparing for October (Wall Street Journal)
• Anthropic's S-1 lists 94 pages of risk factors and warns that the "scale of harm" from a "catastrophic" AI incident might mean it is unable to obtain insurance (Wall Street Journal)
• Anthropic S-1: post-IPO governance will retain Public Benefit Corporation status, giving its seven co-founders 50.1% voting control via a single Class F share (Deborah Mary Sophia/Reuters)
• SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026 (Carmen Arroyo/Bloomberg)
• S-1: Anthropic outlines its mission to revolutionize sectors like medicine and warns its corporate behavior may diverge from traditional profit-maximization (Robert Hart/The Verge)
• Anthropic S-1: of its $81B net loss in H1 2026, $72B+ was related to rising convertible note value as its valuation increased and nearly $9B to compute (Financial Times)
• Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026, up from a $13B net loss on revenue of $1.2B in H1 2025, and a net revenue retention of 900% (Bloomberg)
| • Dutch government to cut 16 percent of workforce as part of AI efficiency push
• Microsoft reportedly offers voluntary buyouts to 60,000 employees as an attempt to trim costs
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• Anthropic files to go public
• Apple updates the iPad mini with an A20 processor and OLED display
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• Elvis Presley's estate is suing Anthropic over copyright infringement
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