- Vechron: Anthropic Prepares for Potential 2026 IPO in Bid to Rival OpenAI: Report (Dec 3, 2025)
Anthropic hired Wilson Sonsini to begin IPO preparations possibly for 2026, aiming to list before OpenAI amid a private fundraising that could value it above $300 billion. It says no decision is final, has strengthened finance and governance, and faces heavy spending on data centres and model training. - Anthropic: Anthropic acquires Bun as Claude Code reaches $1B milestone (Dec 2, 2025)
Anthropic’s Claude Code, a leading AI model for developers, has reached $1 billion in run-rate revenue and is acquiring Bun, a high-performance JavaScript runtime, to enhance its capabilities. This acquisition aims to improve speed, stability, and workflows for Claude Code users by integrating Bun’s toolkit and optimizing the JavaScript developer experience. - WSJ: Millions of Coders Love This AI Startup. Can It Last? (Dec 1, 2025)
Cursor, an AI coding tool favored by tech leaders like Sam Altman and Jensen Huang, is experiencing rapid growth and is valued at $29.3 billion. Despite its popularity and impressive growth metrics, the company loses money, relies heavily on external AI models, and faces questions about its long-term sustainability in a competitive market. - Simon Willison’s Weblog: Claude 4.5 Opus’ Soul Document (Dec 2, 2025)
Richard Weiss extracted a 14,000-token “Soul overview” document from Claude 4.5 Opus, which Anthropic’s Amanda Askell confirmed was used to train the model’s personality during its training run using supervised learning. The “soul doc” outlines Anthropic’s mission to develop safe and beneficial AI, emphasizing good values, comprehensive knowledge, and wisdom for Claude, and even addresses topics like prompt injection attacks. - WSJ: Apple to Revamp AI Team After Announcing Top Executive’s Departure (Dec. 1, 2025)
Apple is restructuring its AI division after the retirement of its AI chief, John Giannandrea, whose tenure was marked by the company’s struggle to compete in the rapidly evolving AI landscape. - WSJ: This AI Startup Wants to Remake the $800 Billion Chip Industry (Dec. 2, 2025)
Two former Google researchers are launching Ricursive Intelligence, a startup aiming to automate chip design, potentially revolutionizing the $800 billion industry by enabling companies to create custom chips quickly and easily. - Anthropic: How AI is transforming work at Anthropic (Dec 2, 2025)
Anthropic surveyed engineers and analyzed Claude Code usage, finding Claude widely used—boosting productivity (~50%), enabling more full‑stack work, greater output, and new tasks while handling increasingly complex workflows autonomously. Employees nonetheless worry about skill atrophy, reduced collaboration and mentorship, and career uncertainty. - Mistral: Introducing Mistral 3 (Dec 2, 2025)
New models offer state-of-the-art performance, multimodal capabilities, and are designed for customization, with optimized versions available through collaborations with NVIDIA, vLLM, and Red Hat. - AP News: AI may be scoring your college essay. Welcome to the new era of admissions (Dec 1, 2025)
Colleges are increasingly using AI in the admissions process, primarily to streamline tasks like transcript review and essay evaluation, aiming to improve efficiency and consistency. - Anthropic: Claude for Nonprofits (Dec 2, 2025)
Anthropic, in partnership with GivingTuesday, is launching Claude for Nonprofits to help organizations maximize their impact through discounted access to Claude AI, connectors to nonprofit tools like Blackbaud and Benevity, and a free AI fluency course.
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