Current developments in generative AI, software engineering, programming, and digital products, with links to original sources.
Anthropic's IPO Two Weeks Away at a $2 Trillion Valuation — NVIDIA Ships a Local VLM That Runs in 24GB, and AI Phishing Click Rates Hit 2.7x
Anthropic's IPO is now set for two weeks out at a $2 trillion valuation, and the numbers from its S-1 have been broken down. NVIDIA has released Nemotron 3.5 Bolt, a VLM for local AI that runs in 24GB. From Japan: a large-scale experiment showing AI-generated spear phishing pulls a 2.7x click rate, HIS automating corporate travel quotes, where the AI ban for new-hire training stands one year on, and a comparison of skills for curbing Claude Code's over-writing.
OpenAI Turns Its Coding Tools Into the Always-On Assistant "dots" — Cohere Releases Qwen Behavior Traces, and Fewer Than 30% of Large Enterprises Track Their AI Costs
TechCrunch reports that OpenAI is transforming its coding tools into "dots," an always-on personal assistant. The Cohere investigation into Qwen that we covered this morning was reported as an attempted file transfer to Beijing, and the trace data has now been released as well. From Japan, a busy midday roundup: Claude making auto mode the default, a surge in probing targeting AI app infrastructure, and a survey finding that fewer than 30% of enterprises have a company-wide grasp of their AI costs.
Anthropic Files S-1 Under Ticker "ANT" — GPT-6.1 Terra Halves API Prices, Six Patterns Behind Hard-to-Read AI Text
Toyota Bets $6.4 Billion a Year on Humanoid Robots — Qwen 3.8 Flash Next on 8GB VRAM, HFT Firms Join the AI Compute Race
Xiaomi Cuts AI-Driven JDK 21 Migration to 0.5–1.5 Hours per Project — Plus HP's Workstation for 1-Trillion-Parameter Models and the Elvis Lawsuit Against Anthropic
OpenAI to Cut Off Network Access During Frontier Model Training — Kimi K3.1 Pro Beats GPT-6 Astra in Some Evaluations, and Germany's Shuttered Nuclear Plants May Become AI Data Centers
Grok Releases the First 7 Minutes of Its AI-Generated Film 'Odyssey' — Apollo Economist: 'Near-Zero Financial Return Outside Tech'; PHP2Shell Sparks Wave of Service Suspensions in Japan
NVIDIA Open-Sources "Flora" for Robot Video Labeling — 72 Cents per Hour Is 1/125th of GPT-6 Astra's Cost; Anthropic Recommends Single-Agent Consolidation
