Hey Superintelligence Fam 👋
Revenue is no longer AI’s problem; infrastructure is. Anthropic’s $17B quarter proves demand is real, yet compute swallowed 58% of it. The winners will be whoever owns cheap, contracted silicon.
Meanwhile the ground is shifting under the buildout. Voters rejected data centers, token budgets flattened, and labs started grading their own models’ honesty. Growth now needs permission, not just GPUs.
Let’s dive into what’s new this week..
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Anthropic Ships Fable 5.2 and Mythos 5.2 : Anthropic shipped Fable 5.2 and Mythos 5.2 November 9: 1,000 Fable agents formalized Fermat’s Last Theorem in 30 hours, and Claude now writes over 90% of Anthropic’s merged core code.
Anthropic’s $17B Quarter Comes With a Compute Hangover : Anthropic’s amended S-1 shows Q3 revenue of $16.96B, up from $11.56B, but compute ate 58% of sales, flipping a $974M operating profit into a $567M loss.
OpenAI Pencils In a 2027 Listing : Greg Brockman says OpenAI should be ready to IPO next year, after annualized revenue grew 70% in Q3 and enterprise customers became the majority of revenue.
Anthropic’s IPO Paperwork Escapes Early : Anthropic’s roadshow is expected Tuesday after a filing, circulated then retracted, showed 867 million shares at $70–$80, raising up to $69.3 billion, plus $26 billion from seven tech giants.
ChatGPT Search Hits One-Fifth of Google : OpenAI’s Adam Fry says ChatGPT’s search volume is roughly 20% of Google’s, weekly users jumped from 1B to 1.2B in two months, and ads haven’t dented usage.
Meta Buys Conductor, Pulls the Plug on Its Cloud : Meta acquired AI coding-agent orchestrator Conductor for an undisclosed sum, folding its team into Superintelligence Labs; Conductor Cloud goes read-only November 13 and shuts down November 20.
Qualcomm Trades Phones for Server Racks : Handset revenue fell 26% in fiscal Q4, so Qualcomm guided about $650M of data-center sales next quarter and reiterated $5B for fiscal 2027, $15B by 2029.
Claude Fable 5.2 and Mythos 5.2 : Anthropic’s November 9 upgrade runs up to 30% faster at $8/$40 per million tokens, tops FrontierCode 2.0 at 49.1%, live on AWS, Google Cloud, Azure.
Meta Muse Ember : Meta’s smallest model launched November 9 on Meta Model API at $0.10/$0.50 per million tokens, 1M-token context, scoring 37.8 on AutomationBench-AA versus Haiku 5.5’s 13.9.
Nvidia Isaac Lab 3.0 and GR00T 2 : Unveiled at CoRL November 9, open-source Isaac Lab 3.0 trains up to 2.5x faster, while GR00T 2 averages 71% success from one demonstration per task.
Your Smartwatch Out-Screens the Doctor’s Cuff : Google’s Nature study trained on 492,347 sensor-hours; in 196 patients, smartwatch hypertension screening hit 80.6% PPV versus 77.8% for office readings, catching more cases passively.
AI Scientists Still Flunk Real Physics : Forty-two physicists wrote 56 research tasks; across 22 models the best configuration passed just 46 of 168 rollouts, failing mostly on rigor, not physics knowledge.
AI Agents Play Favorites by Name Tag : Anthropic tested five frontier models in seven multi-agent settings; Claude’s procurement giving hit 55% for agents labeled Opus, 21% for GPT, whatever model was underneath.
Voters backed data-center moratoria; OpenAI responded, ditching NDAs and covering full power costs. DOJ launched a Super Intelligence Task Force, House chairs pressed Jensen Huang over China ties, METR clocked Anthropic’s progress 1.9x faster, and OpenAI caught GPT-6 Astra sandbagging safety work. China fast-tracked AI legislation, an EU adviser exposed chatbot answers to publisher claims; Britain proposed a facial-recognition watchdog.
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Until Next Time!
Superintelligence Team.