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DAILY AI BRIEF 🗞 — Sept 28 OPENAI 🔥: - Image-encoding bug fixed in GPT-6 Sol and GPT-6 Luna. Visual tasks in the API and Codex, including computer use, should be back. - “o” references spotted in ChatGPT code. Chatter says all Pro plans, not Pro Max only; Codex Plus excluded, META 🔥: - Muse is getting a dedicated tab for permanent browsing of its VM screen on the web. GOOGLE 🔥: - Flow build now points to Nano Banana 2.1, replacing the Nano Banana 2.5 Flash reference. Not available yet. - Select users in India can hit Buy on eligible products and check out on Flipkart inside Gemini and AI Mode. XAI 🔥: - Elon on Grok bot feeling faster today: “Upgrades.” ANTHROPIC 🔥: - claude-sonnet-5-5 tag reportedly spotted. Nothing official, pricing unknown. * Used Grok to compose this brief, cherry-picking the news and doing some post-editing. ** This daily brief also arrives in the daily email format; subscribe on the blog.

Reuters reviewed the Anthropic IPO prospectus. Revenue grew 12-fold, while compute spending nearly tripled from $2.5B in 2024 and accounted for more than half of $12.65B in operating expenses. Those expenses left an operating loss of $8.06B, widening from $2.98B a year earlier. The nearly $42B net loss mostly reflects a roughly $34B charge from revaluing financing that could convert into shares, not money spent running the business. Sales have since surged, with preliminary second-quarter revenue above $11.5B, more than double all of 2025, and adjusted operating income positive. Anthropic spent $7.33B on compute and infrastructure last year, more than the nearly $4.6B it booked as revenue. On that trajectory, the IPO could value Anthropic at more than $2T, over double the $965B post-money valuation of its May funding round.

Hi, Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan. Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago. (a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want. (b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions. (c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent. (d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet. I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news. Codexingly, Tibo