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Wed, Nov 111 / 21
01Funding

Bloomberg: Anthropic's IPO Is Already Several Times Oversubscribed (opens the post on X)

ANTHROPIC'S $90 BILLION IPO IS ALREADY MULTIPLE TIMES OVERSUBSCRIBED Anthropic ($ANT) has reportedly attracted several times more investor orders than shares available, according to Bloomberg, citing people familiar with the offering. The Claude maker aims to raise up to $90.4B through its IPO and private placement, potentially making it the largest public listing in history. Anthropic is targeting a $1.4 trillion fully diluted valuation, with Goldman Sachs and Morgan Stanley leading the offering. Demand is being driven by large institutional orders, while some investors are reportedly already reselling portions of their allocations at premiums. The AI IPO frenzy is accelerating before Anthropic even begins trading on Nasdaq

2 sources posting
02Product

Grok Bot 1.0 Launches With Shared Bots That Join Meetings, Slack and Teams (opens the post on X)

Introducing Grok Bot 1.0. AI teammates that work alongside your whole team. Share Bots, collaborate with them in Slack and Teams, invite them to meetings, and watch them learn and become more helpful.

3 sources posting
03Model release

Google Launches Gemini Decision 1, a Model That Scores Up to 1,000 Questions in One Pass (opens the post on X)

We're introducing the Gemini Decisions API in @GoogleAIStudio, powered by our new Gemini Decision 1 model. Instead of generating a text response token by token, Gemini Decision 1 evaluates your input (across text, images, audio, video, and PDFs) against up to 1,000 questions to make fast, confident decisions in a single pass, with zero output tokens billed. Here's a look at how it works 🧵

2 sources posting
04Business

WSJ: Nvidia's Board Is Preparing to Oust CEO Jensen Huang (opens the post on X)

Breaking: Nvidia’s board is preparing to oust CEO Jensen Huang after he had two extramarital affairs, including one with a suspected Chinese spy.

Image attached to the Wall Street Journal post about Nvidia's board and CEO Jensen Huang
12 sources posting
05Policy

Tesla: Self Driving Is Now Approved in Finland, With Rollout Soon (opens the post on X)

2 sources posting
06Research

Unify: Popular Agents Failed to Learn on Its New Continual ARC Benchmark (opens the post on X)

OpenClaw, Hermes Agent and Prime Agent don't meaningfully learn from experience. On Continual-ARC, our new benchmark at @letsunifyai, none of them were able to memorize anything of value and none were able to generalize to new tasks. Training a small 9B model's weights did both.

Daniel Lenton sits on a mustard sofa in a denim jacket, with a caption that says We tested OpenClaw, Hermes Agent.
1 source posting
07Business

Unverified Note Says Anthropic Told Analysts Its SpaceX Compute Deal Ends Mid Next Year (opens the post on X)

Interesting remarks Anthropic made in a meeting with the sell side: - Anthropic has the stability and the better talent that open source lacks. - The AI market is winner take all. As long as we execute properly, we will take all of it. - The contract with SpaceX will not be extended beyond the middle of next year. - Developing Opus 5.5 cost more than $10 billion.

3 sources posting
08Policy

Axios: Lutnick Stood in the Way of Trump's Crackdown on Nvidia Chip Diversion to China (opens the post on X)

SCOOP: President Trump authorized a crackdown on companies suspected of diverting Nvidia's advanced AI chips to China on Thursday, but one administration official repeatedly stood in the way: Commerce Secretary Howard Lutnick.

4 sources posting
09Policy

Senator Josh Hawley Backs a National Pause on Data Center Construction (opens the post on X)

BREAKING: Senator Josh Hawley has endorsed a temporary pause on data center construction, becoming the highest-ranking Republican to back a nationwide moratorium. “Senator Hawley is calling for a federal data center moratorium until Congress passes a bill of rights giving taxpayers guarantees of no rate increases,” a Hawley spokesperson said.

1 source posting
10Robotics

Tesla Robotaxi Now Runs Around the Clock in Every City It Serves (opens the post on X)

2 sources posting
11Product

ChatGPT Finances Comes to the Desktop App for Free, Go, Plus and Pro Users in the US (opens the post on X)

🤑🤑🤑 Cha-ching 🤑🤑🤑 Finances are now in the desktop app. Find ways to save, understand your spending, and make sense of your investments. You can also build custom financial tools. Update the desktop app to get started. Finances is available to Free, Go, Plus and Pro users in the U.S.

A ChatGPT desktop window titled Build finance desktop widgets, with a prompt asking it to check Finances and build widgets for spending, investing and college savings goals.
12Business

Report: United Airlines Plans to Ban Personal AI Agents From Booking Flights (opens the post on X)

JUST IN: United Airlines to ban personal AI agents from booking flights on behalf of customers.

2 sources posting
13Product

Gopuff Is Now Built Into Grok Bot for Deliveries in as Little as 15 Minutes (opens the post on X)

Ask @bot. Get it delivered. Gopuff is now built directly into Grok Bot. Our inventory. Our network. Your door in as fast as 15 minutes. Live now.

1 source posting
14Tooling

Google Antigravity Rolls Out Browser Use for Its Coding Agent (opens the post on X)

Browser use has been rolling out in Antigravity, closing the loop between researching, writing code, and verifying it live. You choose what to log into, downloads pause until you approve them, and the agent can use the browser to run multiple tasks at once. Give it a try today.

1 source posting
15Infrastructure

Bernstein: Only 199GW of 586GW in Announced US Data Center Projects Look Credible (opens the post on X)

Data Centers in pipeline, by company: Amazon 33GW credible Google 20GW credible Meta 15GW credible MSFT 10GW credible QTS 9GW credible Stack Infra 7GW credible Vantage 6GW credible Digital Realty 4GW credible etc

2 sources posting
16Research

Ramp AI Index: Business AI Spend Rose 2% in October as OpenAI and Anthropic Growth Slowed (opens the post on X)

NEW Ramp AI Index: In October, AI spend rose 2%. OpenAI and Anthropic growth fell to low single-digits. Engineering teams drove 72% of spend, followed by customer service and leadership. Given this relatively modest growth in spend, and new competitive dynamics that may stick around, the markt should look to new fronts in the AI trade.

1 source posting
17Product

Loom Founder Launches Roma 2.0, a Shared To Do List for AI Agents (opens the post on X)

In 2014, I sold my first company Loom to Dropbox. Today, I’m proud to announce Roma 2.0 (YC F26): the first to-do list for AI agents. Everyone uses a different agent: Claude, Grok Bot, Muse… Until now, none of them could work together. Roma automatically creates tasks and hands them to the right agent. Allowing you and your agents to work together, with shared context. Try it here:

Jan Senderek sits at a laptop in a living room, looking at the screen.
1 source posting
18Business

Marsh Lobbies the Fed to Ease Capital Rules on Insured AI Data Center Loans (opens the post on X)

MARSH PUSHES FED TO EASE BANK CAPITAL RULES FOR AI LOANS Marsh ($MRSH) is lobbying US regulators to reduce capital requirements on bank loans protected by credit risk insurance, as AI data-center lending surges. Barclays is seeking insurance on over $10B in data-center debt, while HSBC is exploring similar deals. With global data-center spending projected to reach $6.7T by 2030, lenders are seeking ways to offload AI credit risk. A Fed decision could come by year-end.

1 source posting
19Culture

Polymarket: An OpenAI Engineer Says Codex Ran 26 Days Searching for Atlantis (opens the post on X)

JUST IN: OpenAI engineer reveals he's had Codex running for 26 days straight searching for the lost city of Atlantis, as “vibe archaeology” emerges as a new use for AI agents.

The OpenAI logo, a white knot, on a black background.An illustrated underwater city with a domed palace, stone stairs, columns and statues, including one holding a trident, with sunlight coming through the water.
2 sources posting
20Opinion

Dylan Patel: 45% of SemiAnalysis AI Spend Now Goes to Persistent Agents (opens the post on X)

Persistent Agents are the next unlock of AI usage Our spend on AI is now 45% persistent agents Unfortunately for Anthropic, Claude Tags sucks OpenAI's Slack agent is even worse We primarily use Perplexity Computer, which uses a lot of different models Perplexity's Harness mogs

2 sources posting
21Culture

Artist Mariko Mori Used Claude to Code an Animation for Her Retrospective (opens the post on X)

Mariko Mori has pushed the boundaries of art for three decades. For her retrospective "All That Shines," she used Claude to write code for a computer-generated animation, presented as a new video installation.

1 source posting

You're caught up.

That was everything from Wednesday, November 11. The next deck lands tomorrow.

Scanned , 130 sources