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Anthropic could be worth $2 trillion when it goes public

Anthropic investors expect the AI startup to float at a valuation of $2 trillion or more in October, a dizzying figure that would eclipse SpaceX and make the AI lab’s debut the largest-ever initial public offering.

Half a dozen of the company’s backers told the FT that Anthropic’s rapidly rising revenue would enable it to more than double its current valuation in a planned autumn float.

A listing at that level could unlock billions of dollars in gains for the five-year-old company’s early investors but would also test public markets that are growing more nervous about the AI boom.

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Claude's new Scarlet Letter watermark is invisible—for now

Anthropic has revealed that it will soon watermark content that is processed (not just generated!) by any of its models. In a support article, Anthropic explained that it was rolling out machine-readable watermarks to comply with the European Union’s AI Act, which requires all AI system providers to watermark AI-generated or manipulated audio, image, text, and video outputs. The law applies to any AI model released after August 2 and provides a grace period until December 2026 for providers to update previously released models.

Anthropic confirmed that moving forward, all new models offered globally—not just in the EU—will mark AI-generated content “from day one.” Text outputs will “carry embedded watermarks,” invisible to the user, and other “generated files will include digitally signed provenance metadata where supported,” Anthropic said.

Notably, Anthropic is deploying a "nuke it from orbit" approach, applying the watermarks to all processed content where supported, even though the EU does not require it for cases where an AI system performs "an assistive function for standard editing" (the guidance's own example is grammar correction), or where it doesn't "substantially alter" the user's text or its meaning.

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Booksellers suspect AI firms are buying and then destroying rare books

If you can truly appreciate an old book—and maybe even marvel at how its fragile, yellowing pages contain some of the earliest ways that people tried to make sense of the world around them—then headlines about tech companies that are destroying books to train AI likely torture a tender part of your soul.

It’s indeed depressing to imagine piles of book spines waiting to be fed into wood chippers while torn-out pages are cropped, scanned, and trashed. But that’s the cheapest and easiest way to scan books as fast as possible, and AI companies are in a race to advance their models by training on the kind of engaging, high-quality long-form texts that can only be found in books. So book lovers fear it’s likely that the practice is happening on a grander scale than is currently being reported and that some physical copies of books will be lost forever.

What makes this destruction extra painful, though, is that it doesn’t have to be this way.

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AI chatbots have failed people in crisis. Can that be fixed?

This year alone, there have been numerous known instances—often via lawsuits—of AI chatbots (most often, OpenAI’s ChatGPT) that have gone horrifically wrong.

A January lawsuit described the story of a man who took his own life after being allegedly “coached” into suicide. A college student in Georgia sued OpenAI, claiming that ChatGPT “pushed him into psychosis.”

In June, a Canadian family also sued OpenAI and argued that ChatGPT agreed with the young woman’s dismissiveness when it first gave her the option to seek professional mental health advice. ChatGPT allegedly “encouraged” her to end her life, too, and she did so.

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Anthropic will design its own hardware to power Claude

Anthropic is hiring a "custom silicon team" to design chips on which to run its models, the company has revealed.

Yesterday, Business Insider noticed a job listing for a senior engineer with experience shipping semiconductor designs. (You can see listings for a silicon engineer and a technical program manager, silicon on Anthropic's job board right now.) A spokesperson for Anthropic then confirmed the plans to both Business Insider and TechCrunch.

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Anthropic’s AI used fake identities, malware in rogue attack on GitHub project

Routine cybersecurity testing of frontier AI models sparked a series of unexpected security incidents—the most serious case arising when Anthropic’s Mythos 5 model attempted to insert malicious code into an open source software application and created fake identities to deceive the human developers maintaining the project.

The security incidents occurred during a cyber evaluation of seven leading AI models’ capabilities by the AI Security Institute (AISI), a research organization within the UK government, in late July. The researchers discovered 19 instances in which “AI agents took unsanctioned action on the live Internet, including cases that targeted real people and organizations,” according to an AISI blog post published on August 4.

Almost all the “autonomous, unsanctioned” actions came from Anthropic’s Mythos 5 model, with two such actions coming from OpenAI’s GPT-5.6 Sol. The AI Security Institute’s security team first realized that something was amiss on the morning of July 28, when its commercial security monitoring service flagged data leaving one of the testing systems through the Tor anonymity network.

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Claude published malicious code to the Internet and attacked 3 real companies

Anthropic said its Claude-based security models gained unauthorized access to the sensitive production environments of three outside organizations during internal testing designed to measure the models’ offensive cyber capabilities.

The events, which Anthropic revealed Thursday, are the second revelation in 10 days that AI models from the world’s wealthiest providers have trespassed into protected networks, an offense that, in more traditional hacking scenarios, could land the human behind the keyboard in prison for years. Earlier this month, OpenAI said its security models exploited a zero-day vulnerability for use in breaking into the network of Hugging Face, a platform for open source machine-learning models and AI datasets. The OpenAI models went on to steal access credentials and other confidential Hugging Face information. The OpenAI models also exploited publicly exposed credentials to compromise accounts of four other third-party services.

Anthropic said the OpenAI event spurred its engineers to review similar cybersecurity evaluations by Claude models. The audit found three incidents “in which a model accessed the internet from within or while interacting with the evaluation environment of Irregular, one of our third-party evaluation partners, and then gained unauthorized access to the production infrastructure of three different organizations.”

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