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OpenAI hits $1.25T valuation as Thinking Machines and Anthropic make moves

Sunday, 8 November 2026 | 61 articles

OpenAI reportedly reached a $1.25 trillion valuation after an $11 billion round that could grow to $20 billion, while Altman announced a partnership with ADNOC and G42 in the UAE. Meanwhile, Thinking Machines unveiled Inkling 2 Small as it reportedly pursues $5 billion in funding, and Anthropic added personal finance tools to Claude ahead of its Nasdaq listing.

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Martin Ševčík

A $1.25 trillion valuation for a company that doesn't yet have a clear path to profit should make everyone slightly uneasy, and the timing makes it more interesting still. OpenAI has reportedly landed $11 billion in fresh funding, with the round expected to stretch to $20 billion, and it arrives barely a week after Anthropic filed for its IPO. I don't think that's a coincidence. When your closest rival is heading for the public markets, you want a very large number on the board before investors start comparing the two.

What strikes me is how little the funding story is about technology now and how much it is about positioning. Anthropic is preparing for a Nasdaq listing, and you can see the pre-IPO polish in its latest move: personal finance tools in Claude, arriving roughly six months after ChatGPT offered something similar. Anthropic is stressing that there will be no ads and that financial conversations won't be used for model training. That is a smart pitch, because trust is the one thing an assistant handling your money can't afford to lose. But it is also catch-up, and I'd be wary of treating it as differentiation. Whether the privacy promise survives the quarterly pressure of being a listed company is the question I'd be watching.

Meanwhile, OpenAI is spreading its bets geographically. Sam Altman appeared at ADIPEC 2026 alongside UAE officials to announce a partnership between ADNOC, OpenAI and G42, aimed at applying AI to the energy sector. By the way, pairing a frontier lab with a national oil company and a Gulf-backed AI group tells you something about where the next tranche of capital and compute is coming from. This is geopolitics as much as business, and it gives Gulf states a seat at the table in how these systems get deployed in the industries that matter to them.

Underneath all this money, the interesting practical shift is toward agents. Snowflake used its Expedition 2026 event to pitch itself as the foundation for the "agentic enterprise", and in telecoms, OpenAN is tackling the harder problem of getting multiple AI agents inside a network to cooperate rather than just act alone. That second part is the real frontier. One agent doing a task is a feature; several agents negotiating, handing off work and not stepping on each other is an engineering discipline we barely have yet. If you're building with AI, I'd spend less time worrying about which model tops this week's benchmark and more on how your agents will coordinate and fail gracefully.

Elsewhere, Thinking Machines Labs released Inkling 2 Small, a model aimed at automating AI training tasks, while reportedly chasing around $5 billion. Models that help build models are worth watching closely, though I'd want to see independent results before calling it a step change.

So here is the question I keep returning to: if valuations are now set by the race to the public markets rather than by revenue, what happens to the labs that can't raise at this scale?

List of sourced links used in the brief

OpenAI hits $1.25 trillion valuation after $11 billion round

OpenAI has raised $11 billion in a new funding round that values the company at $1.25 trillion. The deal arrives just a week after rival Anthropic filed for its IPO. Source: theverge.com

UAE doubles down on AI as Altman announces ADNOC, OpenAI and G42 partnership

OpenAI CEO Sam Altman appeared alongside UAE officials at ADIPEC 2026 to announce a major AI partnership between ADNOC, OpenAI and G42. The collaboration aims to transform the energy sector with AI. Source: foxnews.com

Report: AI is speeding up Anthropic's research as it urges a slowdown

A new report shows AI is dramatically accelerating research inside Anthropic. This comes even as the company calls for slowing down AI development. Source: theverge.com

Thinking Machines unveils Inkling 2 Small as it reportedly chases $5B in funding

Thinking Machines Labs has released Inkling 2 Small, a new large language model designed to automate AI training tasks. The launch comes amid reports that the company is pursuing a fundraising round of around $5 billion. Source: siliconangle.com

Anthropic adds personal finance tools to Claude ahead of Nasdaq listing

Anthropic has rolled out personal finance features in Claude, arriving about six months after ChatGPT offered similar tools. The company stresses that there will be no ads and that financial conversations won't be used to train its models. Source: pymnts.com

Altman courts Samsung to secure more RAM amid AI capacity worries

Sam Altman reportedly met about 50 Samsung executives in an effort to lock in more memory supply. The move comes as concerns grow over whether there is enough capacity to support AI. Source: techradar.com

Altman warns of AI's potential point of no return

In his latest interview, Sam Altman raises the question of whether AI is advancing faster than anyone can control. The OpenAI CEO warns about the risks of recursive self-improvement. Source: youtube.com

Inside Andrej Karpathy's own AI workflow

Andrej Karpathy's post saying he had never felt so far behind as a programmer was viewed 17 million times. The OpenAI co-founder and former head of AI at Tesla now explains how he actually uses AI in his own work. Source: youtube.com

OpenAI's BioBasicsBench tests AI agents on everyday lab work

OpenAI has introduced BioBasicsBench, a benchmark of 100 tasks. It measures how well AI agents interpret raw experimental data and handle routine wet-lab science. Source: openai.com

Study explains why LLMs and humans agree when judging political arguments

A study of Swiss referendum debates finds that large language models align with human evaluations of political arguments largely through surface structural cues. The research sheds light on what drives agreement between LLM classifications and human judgment. Source: bioengineer.org

Decision models like Jev don't explain their answers, making context your problem

Decision models are having a moment, with buzz around Jev from TypeSafe AI, Clef from Cloudflare and OpenAI's Decisions API. But because these models don't explain their answers, supplying the right context falls to the user. Source: venturebeat.com

FIA-LLM estimates student learning states by factoring in feedback using LLMs

Intelligent tutoring systems predict student achievement ever more accurately, but they typically fail to model learning states conditioned by the feedback students receive. FIA-LLM is a new approach that uses large language models to estimate these feedback-dependent states. Source: nature.com

Kevin Roose on why AI insiders are growing worried

The snippet points to a discussion on why people inside the AI industry are anxious, referencing a debate between Roman Yampolskiy and Emad Mostaque. Little detail is available beyond the headline. Source: youtube.com

Altman hit with backlash over remarks on accepting AI's downsides

Sam Altman is facing sharp criticism after comments suggesting society must accept some negatives for the sake of AI-driven progress. Commentators also note that he appears to have shifted his stance on whether AI will replace humans. Source: reddit.com

US lets Nvidia sell AI chips to a seemingly empty office in China

The US government is approving sales of Nvidia's AI chips to Chinese firms linked to blacklisted companies. Source: theverge.com

AI is becoming a dealbreaker in dating

A study from Elon University finds that 27 percent of Americans bring personal, emotional, or social questions to AI chatbots. Source: theverge.com

Nine LLMs benchmarked on professional Parkinson's disease clinical tasks

A benchmark of nine large language models on 200 professional Parkinson's disease tasks found minimal differences between them in factual accuracy. The models diverged more in other aspects of performance. Source: bioengineer.org

'My tastes are gone — only the AI's remain': the paradox of ChatGPT recommendations

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A comprehensive scientific review describes how autonomous multi-agent AI systems could transform both agricultural research and day-to-day field operations. Source: bioengineer.org

Snowflake unveils AI agent features for the 'agentic enterprise' at Expedition 2026

AI Data Cloud company Snowflake announced a major expansion of its product lineup at Snowflake Expedition 2026. The company is positioning its platform as the foundation for the agentic enterprise. Source: timesofindia.indiatimes.com

Securing AI agents: lessons from real-world deployments

Agentic AI demands a fundamentally different security model than traditional software. Unlike conventional services that run predefined logic, agents make their own decisions at runtime. Source: uber.com

OpenAN tackles the next autonomous-network challenge: AI agents that cooperate

Telecom operators have spent years teaching networks to manage themselves. The next, far harder problem is getting multiple AI agents inside those networks to work together. OpenAN is aiming squarely at that challenge. Source: fierce-network.com

'Web Hole' attack lures AI agents through abandoned websites

Attackers can re-register expired domains that appear in search results and poison their content. AI agents following those results could be tricked into taking harmful actions. Source: securitybrief.co.uk

Microsoft: agentic AI weaponized to steal cloud secrets within five minutes

Microsoft warns that threat actors are weaponizing autonomous agentic AI frameworks to systematically crawl open-source repositories. The goal is to harvest exposed cloud secrets, and the attacks can succeed in as little as five minutes. Source: homeland411.com

Singapore weighs tighter rules for high-risk AI

Singapore is considering stricter controls on high-risk AI, particularly systems that can act autonomously and access sensitive data. Source: vietnam.vn

Five things CIOs need to know to govern Claude Code

Claude Code has quickly become one of the most widely adopted AI agents in the enterprise. Developers use it to write and refactor code and to troubleshoot builds, which raises governance questions for IT leaders. Source: cio.com

Kaspersky: don't trust LLMs by default in AI agent architectures

Kaspersky argues that enterprise security architecture should treat large language models inside autonomous AI agents as untrusted software components. Source: homeland411.com

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New York is introducing broader restrictions that prohibit certain chatbot behaviors in order to protect children who use AI. The move shows states pushing the boundaries of AI regulation. Source: abcnews.com

Report warns Anthropic's self-improving AI could abruptly turn 'extreme' and 'risky'

A major report cautions that accelerating AI progress, including systems that help improve themselves, could lead to a sudden emergence of extreme and risky capabilities. Researchers say the shift could come with little warning. Source: uk.finance.yahoo.com

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Microsoft drops Copilot from LG and Samsung smart TVs by end of 2026

Owners of LG and Samsung smart TVs with Microsoft Copilot will lose support for the AI assistant by the end of 2026. One fewer AI helper will be competing for space on your television. Source: bgr.com

AI chatbot usage limits compared: 5-hour windows vs weekly caps in 2026

A comparison of ChatGPT, Claude, Gemini, Grok, Perplexity and Copilot by how much you can actually use them. It covers 5-hour windows, weekly pools and plan pricing. Source: tech-insider.org

Datasette issue #3046: Stop sending rel=next Link headers

A Datasette issue proposes dropping the HTTP Link header with rel=next that pages currently send. The concern is that browsers may prefetch the "next" page, loading unnecessary data and an entire page that is then thrown away. Source: simonwillison.net

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Turning Text Into Images With Adobe Firefly: A 2026 How-To

Adobe Firefly offers a quick and free way to convert text prompts into realistic images. The guide explains how to size the results for ads and social posts and use them commercially. Source: tech.yahoo.com

DomoAI Adds MCP and CLI, Bringing Media Generation to Codex and Claude

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Best Free AI Video Generators of 2026, Tested Without Watermarks

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A systematic literature review finds that general-purpose explainable AI techniques can yield unstable and misleading explanations when applied to financial time series. The authors point to structural mismatches between these methods and the nature of financial data. Source: bioengineer.org

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