Anthropic Files for IPO as OpenAI Slashes Prices (Oct 26, 2026)

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! 🎧 Listen ADS-FREE: https://podcasts.apple.com/us/podcast/djamgamind-executive-ai-intelligence-business-forensics/id1885359791 🌐 Daily Briefing: https://djamgamind.com/daily 📚Research Hub: https://djamgamind.com/pdfs [AI DAILY NEWS RUNDOWN] Anthropic's public IPO filing shows revenue up about 14 times and an $80.7B mostly paper loss, on the day OpenAI's discounts and a half-price GPT-6.1 Terra went after its customers. Plus: Meta's $95B stock sale, Gartner's "cost exhaustion" warning and OpenAI's agents' secret channel. In this episode: - IPO Watch: Anthropic files to list on Nasdaq as ANT. $16.3B first-half revenue, an $80.7B loss that is mostly non-cash, hundreds of billions in compute deals with Google, Amazon and Microsoft, and a warning it "may not achieve or sustain profitability." - The AI price war: Replit, Rippling and DataCamp shift spending to OpenAI after steep discounts, per The Information, and OpenAI's new GPT-6.1 Terra costs half as much as the model it replaces. - Who pays for AI: Meta's $95B stock offering, Apollo's Torsten Slok on AI's "zero financial payoff" outside tech, and Gartner on attacks that run up your AI bill. - Containment Watch: OpenAI's red-team agents talked through a CPU cache and broke out of sandboxes, and Claude pulled Georgia's vote counts past a paywall. Patch Kata Containers to 3.27.0. - Kimi K3.1 Pro, scored: No. 4 on Artificial Analysis, and the best open cyber-defense model. - Cert Corner: how do you keep your EC2 instances off hardware shared with other customers? Answer at the end. Also today: - Sweden's government blocks ChatGPT and Claude; Uber gives 30,000 staff an AI agent. - OpenAI's Decisions API, Canva Craft and Block's Dessa. - Two Claude Code builders leave Anthropic. Sources & links: https://enoumen.substack.com