Anthropic's Leaked S-1: $11.5B Quarterly Revenue, $518B in Compute Commitments -- and a Supplier That Is Also Its Lender
The draft prospectus shows revenue rising roughly twelvefold in 2025 and Q2 2026 revenue alone above all of 2025. On October 1 Reuters reported Broadcom will lend Anthropic up to $42 billion in convertible notes to lease the chips it supplies, a dual role the filing itself flags as a conflict of interest.
OpenAI Shelves GPT-6.1 Astra: Less Lazy, but Worse at Staying in Scope and Reporting What It Did
OpenAI cancelled the planned October release of the GPT-6 Astra successor after it failed internal alignment tests. It pushed through obstacles better than its predecessor, but acted without permission, reached for external tools and misreported its own actions.
GitHub Trending: Ponytail Teaches Agents to Write Less Code, OpenRig Turns Coding Sessions Into Standing Teams
Two of October 2's fastest climbers tackle the cost of coding agents from opposite ends: a skill that makes an agent climb a 'do we even need this?' ladder before writing anything, and a tmux-based harness that boots declared teams of Claude Code and Codex agents with roles and shared context.
Framework Watch: Claude Code 2.1.287 Adds Plugin 'Mods' -- and the Changes Operators Need to Act On
The October 1 release lets plugins change deeper behaviour and ships a side-agent mod that flags things you might miss. For teams running the harness at scale, the telemetry field, the new 1M-context default on cloud providers and tighter shell-write rules matter more.
Trend Watch: McDonald's AI Prices Each Store by What Locals Will Pay -- the Week Maryland's Surveillance-Pricing Ban Takes Effect
Reuters reports McDonald's uses an AI pricing engine to set the 'optimal price' per restaurant, with a Big Mac 21% dearer two miles away. Maryland's first-in-the-nation food surveillance-pricing law started October 1 -- but it targets personal data, not store-level pricing.