Potential investors doubt Anthropic can run next week's roadshow and still list in November, want a bigger discount on the $1.5TN valuation, and are waiting on an October revenue figure the amended S-1 left blank.

METR's high-access audit puts Anthropic's benchmark gains 1.9 times faster since October 2025 - two years of progress in one - and judges AI use the likely majority cause, though Anthropic redacted most of the evidence as competitively sensitive.

Published the morning after voters blocked data centers in nearly 40 jurisdictions: OpenAI will pay the full cost of power, publish site-level water and electricity use, commission independent noise studies and stop asking public officials to sign NDAs - at campuses it owns and operates.