Shirin Ghaffary

NEW: Anthropic investor day invites have gone out for October 14th at HQ in San Francisco, putting the company on track for an IPO in November https://www.bloomberg.com/news/articles/2026-10-01/anthropic-is-said-to-plan-pre-ipo-investor-day-as-listing-nears?srnd=undefined

Reporting from OpenAI Dev Day today in SF. This is a first in my three years covering the event: group of protesters outside, signs reading “People over AI” and “Hands off our data”

Many commenting on the many dimensions of body language in this video, also found this part of Dario’s remarks interesting: “the mechanism, how we address those risks is still under discussion”

NEW details on OpenAI’s forthcoming financing round: in talks to raise around $30b at a $1.4 trillion pre-money valuation, could serve as a bridge round to IPO. Talks still early. w/ @RebeccaTorrenc5, @EdLudlow https://www.bloomberg.com/news/articles/2026-09-29/openai-targets-30-billion-in-new-funding-at-1-4-trillion-value?srnd=undefined

I wrote about why Anthropic’s IPO is a defining moment for Wall Street and the AI business model https://www.bloomberg.com/news/articles/2026-10-26/anthropic-s-ipo-sets-up-defining-moment-for-wall-street-and-ai-boom?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5MzA2NDQ5MywiZXhwIjoxNzkzNjY5MjkzLCJhcnRpY2xlSWQiOiJUTkpGTVZLR0lGUE8wMCIsImJjb25uZWN0SWQiOiJFODA3NUYyRkZGMjA0NUI2QTlEQzA5M0EyQTdEQTE4NiJ9.GfZ06Jih_keGIxvMRKaOQ4-C7hkb0FoONQ633M294xk

Agreement signed by AI companies today after President Trump’s mtg w/ Dario Amodei, Greg Brockman, Mark Zuckerberg, Elon Musk, others. POTUS called it “morally binding”

NEW: I talked to Microsoft's @mustafasuleyman about all the recent AI hacks, why he thinks Anthropic's approach to model welfare is "dangerous," and the urgency for gov't to drive convos on AI standards Gift link to our Q&A: https://www.bloomberg.com/news/newsletters/2026-09-24/microsoft-s-suleyman-says-industry-needs-red-line-for-ai?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5MDI4OTM3OCwiZXhwIjoxNzkwODk0MTc4LCJhcnRpY2xlSWQiOiJUTFZWQ05LSVVQU1MwMCIsImJjb25uZWN0SWQiOiJFODA3NUYyRkZGMjA0NUI2QTlEQzA5M0EyQTdEQTE4NiJ9.tuaYuOGB4U9EUjwbUA1dnmwfr2Q0gcQ2azhGCaTIXT4

At OpenAI dev day press conf this AM, Sam Altman asked on recent hacks, says company putting more resources twd safety and alignment, would be “ill-advised” to rush into an IPO. When asked on competition w/ apps like Meta’s Muse says he thinks Dots is best in market today

Full interview w/ @mustafasuleyman is now up. We talked about the recent wave of alarming hacks, why it's a "dangerous path" to teach AI that it deserves rights, and what's next for MSFT AI Timely discussion; a lot here that couldn't fit in newsletter: https://www.youtube.com/watch?v=XGmMomplN4c

can't stop reading mathematicians' mixed reactions to OAI solving ~400 open problems yesterday, such as one below "as an early-career mathematician, these questions are quite personal: what will it mean to do research? Which contributions will our profession learn to value?"

Dario is known to post on long essays/debate threads internally on Slack. This kind response is unusual by normal CEO comms standards (especially just ahead of an expected mega IPO) but more typical for him, and the rhetoric of the broader AI safety discourse

We went through the entire 94 pages of Anthropic's risk factors so you don't have to with @rachelmetz gift link: https://www.bloomberg.com/news/articles/2026-10-26/anthropic-warns-of-existential-risk-liability-and-slowing-sales?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5MzA1NjUyMCwiZXhwIjoxNzkzNjYxMzIwLCJhcnRpY2xlSWQiOiJUTko5SVhLR0lGUFIwMCIsImJjb25uZWN0SWQiOiJFODA3NUYyRkZGMjA0NUI2QTlEQzA5M0EyQTdEQTE4NiJ9.M1JjApSb3jziGdstC-HNNdb6k7BzzBuUCQ81cSErgkA