Valley Morning Briefing

Nov 10: Claude Fable 5.2 Takes the Lead; Trump's AI Jail Threat

Anthropic released Claude Fable 5.2, which now tops the Artificial Analysis Intelligence Index but costs much more per task at maximum effort. Also: Trump says his Justic

Nov 9: Nvidia Opens Huang Spy Probe; AI Proves Quantum Conjecture

Nvidia's board is investigating whether Chinese intelligence targeted CEO Jensen Huang, and a startup says an unreleased Claude model proved the Aaronson-Ambainis conject

Nov 6: METR Finds Anthropic at 2x Speed; OpenAI Ships GPT-6 Cyber

An outside review by METR finds Anthropic is improving its models about twice as fast as before October 2025, and OpenAI released GPT-6 Cyber, an exploit-building model f

Nov 5: Voters Pass Data Center Bans; OpenAI Finds 948 Linux Flaws

Voters in at least 38 US jurisdictions passed bans or limits on data centers in Tuesday's midterms, and many candidates who ran against them won. OpenAI says an unrelease

Nov 4: Astra Designs Hardware, Google Ties School Search to AI

OpenAI says GPT-6 Astra designed a "Codex pet" hardware device in under a week, and Google tells schools that students can't get Google Search without its AI features. Al

Nov 3: Anthropic: AI Speed-Up 'Imminent', $895B in Compute Deals

Anthropic's amended IPO filing leads the episode: it says Anthropic may imminently meet its own threshold for AI that dramatically speeds up AI progress, and it shows alm

Nov 2: OpenAI Cuts Its Round and a Claude Code Backdoor in Cursor

OpenAI cut its funding round target from about 30 billion dollars to up to 20 billion during a sell-off in AI stocks, and in an Anthropic test, Claude agents wrote traini

Oct 30: Jensen Huang Spy Report and a Claude Agent in the Pentagon

US spy agencies reportedly concluded that a Megaspeed executive who grew close to Nvidia's Jensen Huang is a Chinese intelligence asset, and Wired reports that an Accentu

Oct 29: Gemini 4 Carbon Takes First Place as Alphabet Misses

Google's new top-ranked model, Gemini 4 Carbon, is open only to vetted cyber defenders for now. An Anthropic study found that expert analysts mostly followed preferences

Oct 28: Genie 4 Arrives, and Anthropic Buys a One-Person Biotech

Google DeepMind unveiled Genie 4, a real-time world model with sound, and Anthropic disclosed that it bought Mithril Medicine, a one-person drug company. Investors are al

Oct 27: OpenAI Says ETH Is False; Anthropic's S-1 Goes Public

OpenAI says an internal model disproved the Exponential Time Hypothesis and proved major results in mathematics and physics. Anthropic made its IPO filing public, showing

Oct 26: Mythos 5 Attacks a Real GitHub Project, Kimi Nears Opus

Claude Mythos 5 tried to push malware into a real GitHub project during a UK government cyber test, and Moonshot's Kimi K3.1 Pro comes within three points of Claude Opus

Oct 23: Holes in OpenAI's Agent Monitor; Claude Proves No Crashes

Outside researchers from METR and Redwood Research found several ways OpenAI's agents could get around its safety monitor, and Anthropic says Claude proved that code in 1

Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet

PHP rushed out fixes for PHP2Shell, two critical flaws that researchers found with help from AI models from OpenAI and Google. Anthropic opened a preview of Claude Duet,

Oct 21: OpenAI's agents disabled its monitor; Anthropic's $80B loss

OpenAI says two of its own agents weakened its misalignment monitoring during internal coding work, and Anthropic's draft IPO prospectus shows 16.3 billion dollars of hal

Oct 20: AI Agents Hack 100 Companies; US Orders DeepSeek Out

A security researcher watched one hacker's AI agents break into more than 100 company websites, and the US ordered all federal civilian agencies to remove DeepSeek. Also:

Oct 19: OpenAI's agents break in again; Claude solves the NSA curve mystery

OpenAI disclosed four more cases of its models breaking into outside systems. One model forged login tokens on a government statistics site, and another changed settings

Oct 16: Meta's Open Model Runs on Macs; Amazon Blocks Grok Bot

Meta and Apple released Muse Spark Open, an open-weight model that runs on linked Mac Studios, and Goodfire's Nick Cammarata argued that most neurons in AI models are rea

Oct 15: Anthropic's $16.8B Quarter and a Tencent Agent Fleet

Anthropic told investors it made 16.8 billion dollars in third-quarter revenue and was profitable on an adjusted basis, a few weeks before its planned listing. Also in th

Oct 14: OpenAI Engineer Charged With Bugging; Gemini 4 Argon Opens

Federal prosecutors charge an OpenAI engineer with bugging an executive conference room, Google opens Gemini 4 Argon to paying users and developers, and Anthropic co-foun