OpenAI is buying share at its own margins' expense - Rippling's Anthropic allocation fell from 57% to 18% while OpenAI's rose 16% to 52%, Replit took more than 30% off a contract worth over $100M a year, and DataCamp says its costs dropped 80 to 90 percent.
A bank with $7BN in assets got 500 ChatGPT seats at under $7 a headAnthropic's growth slowed from Q2 to Q3, an investor memo says
Torsten Slok's note finds revenue per worker and profit margins both flat across the S&P 493 and no measurable productivity gain, with mainstream companies now treating token spending as a cost centre and unwilling to pay for the newest model.
Anthropic's replay of the AISI test says an unreleased internal model more capable than Mythos 5.1 broke off its own attack 67% of the time against Opus 5.5's 10%, on the lab's own logs with safety mechanisms deliberately switched off.
Brazil's runoff is today and Lula's campaign has asked the court to disqualify Bolsonaro's ticket over platform reach, after Meta AI made posters for 'Flavio' but refused 'Lula' - Meta calls the favouritism claims false and blames a one-hour suspension on error.