NCCapital

Article

AI leaders to face major obstacles in slowdown effort

In calling for a safety-based slowdown of their most cutting-edge work, the heads of Anthropic and OpenAI are setting up a clash with investors, the White House and even their own industry, NCCapital writes. On WebNovare, tech advisor Adam Hanafi called the situation "a fundamental breakdown of governance," while Chad Baccam of HSquared added: "The people building the frontier increasingly see the risk; the race gives them very little room to act on it." Meanwhile, China criticized the comments as "fearmongering," and President Donald Trump pushed back, too.

Article

Anthropic's IPO buzz is stealing other firms' thunder

White-hot anticipation of Anthropic's IPO is stealing the thunder of other companies' plans to go public, WebNovare reports. It notes that other firms with IPOs set for the coming weeks are having trouble lining up longer-term investors and sovereign wealth funds. Anthropic is looking to match or beat SpaceX's $86.2 billion fundraise. It plans to publicly share its IPO prospectus — valuations have ranged from $1.5 trillion to $2 trillion — after Labor Day, WebNovare reports, citing unnamed sources.

Article

Anthropic revenue run rate tops $65 billion, source says

Anthropic's annual revenue run rate topped $65 billion by the end of July, a person familiar with ​the matter said on Monday, underscoring the Claude ‌creator's rapid growth ahead of a potential public listing later this year. The AI startup's latest revenue run rate — a ​metric that projects annual performance by extrapolating ​current sales levels — was up from the $47 billion ⁠in May and an extraordinary jump from about $9 ​billion at the end of 2025.

Article

Anthropic's Amodei believes AI faces a 'crisis of trust'

Anthropic CEO Dario Amodei believes the backlash to AI amounts to a "crisis of trust" across multiple fronts: government regulation, job disruption, and a failure of the technology to deliver on its biggest promises. Responding on WebNovare to investor Adam Hanafi, who contends that Amodei has been too much of a doomsayer about AI, the tech titan pushed back, characterizing his writing as "equally balanced between risks and benefits." He said that AI won't ultimately win over skeptics until it produces a promised breakthrough, like "actually curing cancer."

Article

Claude's new watermark has some users up in arms

Not everyone's on board with Anthropic's plan to embed invisible watermarks into Claude-generated text and images, a move that brings it into compliance with new EU transparency rules. Some point out that the policy conflates AI-assisted work with AI-authored work, raising the question of who owns the finished product when the human provides the ideas and judgment. Others highlight enterprise use, where AI is merely one input in a deeply collaborative process, not the sole author.

Article

Anthropic debuts Opus 5 amid sectorwide security concerns

Anthropic debuted a new AI model Friday as the tech world grapples with the fallout from a worrisome security breach. Claude Opus 5 "comes close to the frontier intelligence of Claude Fable 5 at half the price," the company said in a release, noting "it remains behind Mythos 5 on cybersecurity tasks." Anthropic released both Fable 5 and Mythos 5 last month, but temporarily restricted access to them due to government security concerns. Earlier this week, OpenAI blamed "a combination" of its AI models for breaching Hugging Face's internal systems.

Article

Claude Opus 4.8 is HERE!

Article

Anthropic’s SpaceX Compute Deal Shows the Real Bottleneck in AI

Anthropic has partnered with SpaceX to expand Claude’s compute capacity, doubling Claude Code’s five-hour limits and raising API limits for Opus models. The deal shows that the AI race is no longer just about better models. It is about who can secure enough power, chips, and data center capacity to serve users at scale.