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 🤝 Advertise on AI Unraveled & DjamgaMind: Put your enterprise AI brand in front of the CTOs, CISOs and engineering leaders who make AI buying decisions. Daily, in English and French, across 6 podcast feeds, YouTube and Substack. Sponsorship tiers & media kit: https://djamgamind.com/partners 🔗 TOOLS FROM THE SHOW AI & ML Tutor PRO: Master real-world ML architectures from your phone. https://djamgamind.com/apps/?app=aitutor&ep=20261026&src=rss DjamgaTech: Pass your AWS, Azure, GCP & AI certification exams. https://djamgamind.com/apps/?app=djamgatech&ep=20261026&src=rss Exam-guide eBooks: AI-901, AWS AI Practitioner and more, with practice questions, on Google Play and Shopify. https://djamgamind.com/ebooks/?ep=20261026&src=rss iQz: 100 free offline logic puzzles, plus 100 more with iQz PRO. Every answer explains the rule. No ads, no account. https://djamgamind.com/apps/?app=iqz&ep=20261026&src=rss DjamgaMind Kids: Imaginative bedtime audio adventures. https://djamgamind.com/apps/?app=kids&ep=20261026&src=rss Google Workspace: Business email, Docs and Gemini for your team, with discount codes. https://djamgamind.com/toolkit/#google-workspace AI Executive Toolkit: The AI tools we actually use. https://djamgamind.com/toolkit ⚗️ Researched & produced by Etienne Noumen, P.Eng. (Calgary, Canada) with a hybrid "Human-in-the-Loop" workflow.