Skip to content

Afternoon Update · Oct. 26

A text from Dad: what’s happening in ai rn? The reply: Anthropic Files to Go Public Amid Bubble Doubts

The boy says: ANTHROPIC WENT PUBLIC. IS THIS A BUBBLE?

The boy from AI Lately's Sunday Funnies, in glasses, a white T-shirt and black shorts: a shrug with open palms, worried brows, a flat mouth.

Monday, Oct. 26, 2026 · Afternoon Update

Anthropic Files to Go Public Amid Bubble Doubts

Anthropic officially filed its IPO papers today, and its own community asked if AI is a bubble.

Number 1, Lab post · Anthropic

Anthropic @AnthropicAI

Oct. 26 · 9:05 a.m. ET

Anthropic Officially Files for Its Public Offering

@AnthropicAI wroteAnthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
11,845 likes
Likes, Anthropic's post
On X
826 replies
Replies, Anthropic's post
On X
$16.3 billion
H1 2026 revenue, per Anthropic's S-1 filing
Beyond X

The takeaway

Anthropic's official IPO filing confirms a $16.3 billion revenue and an $80.7 billion loss.

Number 2, Viral on X

Pirat_Nation @Pirat_Nation

Oct. 25 · 6:06 a.m. ET

Modders Unlock Hidden AI Power on Nvidia Cards

@Pirat_Nation wroteModders have unlocked hidden AI compute performance on NVIDIA's RTX 20, 30 and 40-series GPUs.
11,203 likes
Likes, Pirat_Nation's post
On X
358 replies
Replies, Pirat_Nation's post
On X
8,966 stars
GitHub stars, Zagitta/gpu-unlock
Beyond X

The takeaway

A free tool unlocks hidden AI compute power on older Nvidia graphics cards.

Number 3, Reddit thread

r/ClaudeAI u/anonthatisopen

Oct. 26 · 10:10 a.m. ET

Claude Users Ask If the AI Bubble Bursts

u/anonthatisopen postedIs this the moment when AI bubble bursts?
166 comments
Comments, r/ClaudeAI thread
On Reddit
+450%
Google Trends search interest, "ai bubble", 24 hours
Beyond Reddit
1,344 views
Wikipedia pageviews, Dot-com bubble, Oct. 25
Beyond Reddit

The takeaway

Anthropic's huge loss fueled a Reddit debate over whether AI is one big bubble.

Number 4, Reddit thread

r/LocalLLaMA u/bowdoin-yale

Oct. 26 · 8:19 a.m. ET

Reddit Plots Profit From a Neocloud Collapse

u/bowdoin-yale postedIs there any way for this community to take advantage of the neocloud collapse?
65 comments
Comments, r/LocalLLaMA thread
On Reddit
$51.6 billion
CoreWeave total debt
Beyond Reddit
past 15%
Yield on CoreWeave bonds due 2031
Beyond Reddit

The takeaway

Reddit users debated profiting from a coming collapse in AI cloud computing firms.

Number 5, Reddit thread

r/singularity u/TFenrir

Oct. 26 · 9:15 a.m. ET

Reddit Reacts to Anthropic's Official IPO Filing

u/TFenrir postedAnthropic files S-1 with the SEC for proposed initial public offering
50 comments
Comments, r/singularity thread
On Reddit
$16.3 billion
H1 2026 revenue, per Anthropic's S-1 filing
Beyond Reddit
11,900+ customers
Customers paying $100,000+ a year, per Anthropic's S-1 filing
Beyond Reddit

The takeaway

Anthropic's official S-1 filing confirms its revenue, its losses and its customer numbers.

Number 6, Viral on X

The Washington Post @washingtonpost

Oct. 26 · 10:30 a.m. ET

Startup Breaches Anthropic's Systems in 12 Hours

@washingtonpost wroteCathedral, a months-old cybersecurity start-up, recently told Anthropic that its researchers had penetrated
23 likes
Likes, The Washington Post's post
On X
9 replies
Replies, The Washington Post's post
On X
$160 million
Funding raised by Cathedral
Beyond X

The takeaway

A security startup breached Anthropic's internal systems in under 12 hours, with permission.

You're caught up

That's AI right now.

The posts that drew the most attention in the 6 hours before 12:07 p.m. ET.

Best ten in the markets

Gain since the previous close · Oct 26, 12:39 PM ET · Yahoo Finance

  1. 1Tesla TSLA · Stock+6.15%
  2. 2Arm ARM · Stock+5.42%
  3. 3Intel INTC · Stock+4.68%
  4. 4CoreWeave CRWV · Stock+4.67%
  5. 5Micron MU · Stock+3.29%
  6. 6Dell DELL · Stock+3.28%
  7. 7iShares Semiconductor SOXX · Fund+3.05%
  8. 8VanEck Semiconductor SMH · Fund+2.78%
  9. 9Broadcom AVGO · Stock+2.60%
  10. 10AMD AMD · Stock+2.51%

Charts for each, in the Money columnA record of price, not investment advice.

A text from Dad: what’s happening in ai rn? The reply: Anthropic Files to Go Public Amid Bubble Doubts

Six times a day: what blew up in AI on X and Reddit, why it caught fire, and what it says about the people building AI.

The boy says: ANTHROPIC WENT PUBLIC. IS THIS A BUBBLE?

The boy from AI Lately's Sunday Funnies, in glasses, a white T-shirt and black shorts: a shrug with open palms, worried brows, a flat mouth.

Afternoon Update, 12:07 p.m. ETCovers 6:07 a.m. to 12:07 p.m. ET

An earlier update. Read the latest

Anthropic Files to Go Public Amid Bubble Doubts

Anthropic officially filed its IPO papers today, and its own community asked if AI is a bubble.

Published 12:07 p.m. ET by AI Lately

Next update in--:--:--Four updates a day, six hours apart

AI RN shows each X post as plain text. X's script loads only when you ask.

Number 1

Lab postAnthropic

Anthropic Officially Files for Its Public Offering

Anthropic @AnthropicAI on XPosted

Anthropic@AnthropicAI

Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.

Read more: https://t.co/zuRMrxXzNx

Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities…

Open on X (opens a new tab)

By the numbers

Likes, Anthropic's post
11,845 likes
On X
As of
Likes, Anthropic's post: Source: X public data
Replies, Anthropic's post
826 replies
On X
As of
Replies, Anthropic's post: Source: X public data
H1 2026 revenue, per Anthropic's S-1 filing
$16.3 billion
Beyond X
As of
H1 2026 revenue, per Anthropic's S-1 filing: Source: anthropic.com
H1 2026 net loss, per Anthropic's S-1 filing
$80.7 billion
Beyond X
As of
H1 2026 net loss, per Anthropic's S-1 filing: Source: anthropic.com
5 more numbers behind this take

The take

Anthropic filed its S-1 today. An S-1 is the form a company files before it sells stock to the public. Anthropic wants to list on the Nasdaq. Its ticker would be ANT.

The filing shows real numbers. Anthropic made $16.3 billion in revenue in the first half of 2026. That is up sharply from last year. The company also posted an $80.7 billion net loss. Most of that loss comes from accounting rules. Those rules price convertible notes from funding rounds. Cash spent made up a far smaller share.

Anthropic still spends huge sums on computing power. Computing power runs its Claude chatbot. The company signed cloud deals worth up to $750 billion. Investors now guess at a valuation near $2 trillion.

Anthropic's own post on X spread fast today. It pulled 11,845 likes within hours. Replies reached 826. On Hacker News, a thread about the filing reached 848 points. It drew 759 comments too.

The filing adds real detail past last week's leaks. It names over 11,900 customers who pay $100,000 a year or more. It shows strong growth and a huge loss at the same time.

Readers kept checking Anthropic's own page too. Its Wikipedia entry logged 5,285 views on Oct. 25 alone.

The numbers tell two stories at once. One story says this company grew fast and built real demand. The other says it burns cash at a pace few firms can match. Anthropic bets public investors will read the growth story first.

Some early skeptics disagree already. On Hacker News, commenters questioned whether a public Anthropic can sustain this spending. Others noted the filing skips a real risk. Cheap, open models from Chinese labs could undercut its pricing.

A public filing settles one question fast. Every reader can now check Anthropic's real numbers themselves, past leaked drafts and secondhand guesses.

What it says about the people in AI

Anthropic's official IPO filing confirms a $16.3 billion revenue and an $80.7 billion loss.

Sources

  1. Anthropic Anthropic files S-1 with the SEC for proposed initial public offering
  2. TechCrunch Anthropic officially files for its public debut
  3. NPR AI giant Anthropic files for an IPO that could break records

Number 2

Viral on X

Modders Unlock Hidden AI Power on Nvidia Cards

Pirat_Nation @Pirat_Nation on XPosted

Pirat_Nation@Pirat_Nation

Modders have unlocked hidden AI compute performance on NVIDIA’s RTX 20, 30 and 40-series GPUs.

The modifications remove software-level limits on certain Tensor Core operations, without changing the hardware or flashing a new VBIOS.

- RTX 4090: 165.6 → 331.6 TFLOPS FP16 Tensor… pic.twitter.com/UYojYtp64m

Open on X (opens a new tab)

By the numbers

Likes, Pirat_Nation's post
11,203 likes
On X
As of
Likes, Pirat_Nation's post: Source: X public data
Replies, Pirat_Nation's post
358 replies
On X
As of
Replies, Pirat_Nation's post: Source: X public data
GitHub stars, Zagitta/gpu-unlock
8,966 stars
Beyond X
As of
GitHub stars, Zagitta/gpu-unlock: Source: GitHub
Google Trends search interest, "nvidia rtx gpu ai throttle hack", 24 hours
Breakout, up 5,050%
Beyond X
As of
Google Trends search interest, "nvidia rtx gpu ai throttle hack", 24 hours: Source: Google Trends
2 more numbers behind this take

The take

A coder named Zagitta found a hidden limit. Nvidia's RTX 30 cards run a math mode called BF16 slower than they could. BF16 is a format AI models use to train and run fast. Zagitta built a free tool to remove the limit.

The tool is called gpu-unlock. It runs as a small piece of Linux code. It changes a few settings before the normal Nvidia driver loads. A user skips flashing new firmware entirely.

The gains look real. One RTX 3090 Ti jumped from 87.5 to 157.4 TFLOPS in BF16 tests. TFLOPS counts how many math operations a chip does each second. The RTX 4090 roughly doubled its peak tensor speed too.

A post sharing the news spread fast on X today. It pulled 11,203 likes already. Replies reached 358. Search interest in the trick jumped too. One tracked term spiked 5,050 percent in a day on Google Trends.

The project itself keeps growing. Its code on GitHub now carries 8,966 stars. People keep forking it to test their own cards.

The catch sits in daily use. Chat answers load from a model's memory. Memory speed sets that pace, more than raw math power. Those answers barely speed up. Image generation and long prompts gain the most, since those lean harder on tensor math.

Nvidia built this limit on purpose. The company sells pricier professional cards with the same chips, minus the cap. A free Linux tool just erased part of that gap for home users.

The reaction says something plain about this crowd. People who buy consumer GPUs for AI work resent a hidden tax built into the silicon. A modder cracked it open in days. Nvidia has stayed quiet on the unlock so far. The tool keeps climbing the charts this week.

What it says about the people in AI

A free tool unlocks hidden AI compute power on older Nvidia graphics cards.

Sources

  1. Tom's Hardware Nvidia RTX 20, 30, and 40-series GPUs hacked to remove a half-speed AI throttle — firmware exploit doubles RTX 4090's peak tensor rate, lifts RTX 3090 Ti matrix math up to 80%
  2. GitHub GitHub - Zagitta/gpu-unlock: Unlock FP/BF16 instruction issue rate on Nvidia 3000's cards to their professional equivalents

Number 3

Reddit thread

Claude Users Ask If the AI Bubble Bursts

r/ClaudeAI u/anonthatisopenPosted

r/ClaudeAIu/anonthatisopen

Is this the moment when AI bubble bursts?

Open on Reddit (opens a new tab)

By the numbers

Comments, r/ClaudeAI thread
166 comments
On Reddit
As of
Comments, r/ClaudeAI thread: Source: Reddit
Google Trends search interest, "ai bubble", 24 hours
+450%
Beyond Reddit
As of
Google Trends search interest, "ai bubble", 24 hours: Source: Google Trends
Wikipedia pageviews, Dot-com bubble, Oct. 25
1,344 views
Beyond Reddit
As of
Wikipedia pageviews, Dot-com bubble, Oct. 25: Source: Wikipedia pageviews
H1 2026 net loss, per Anthropic's S-1 filing
$80.7 billion
Beyond Reddit
As of
H1 2026 net loss, per Anthropic's S-1 filing: Source: anthropic.com

The take

A Reddit poster asked a blunt question today. Is this the moment the AI bubble bursts? The timing explains why it landed. Anthropic had just filed papers to sell stock to the public.

Those papers showed a huge number. Anthropic lost $80.7 billion in the first half of 2026. Most of that comes from accounting rules on old funding deals. Still, the size of the number grabbed readers fast.

The post pulled strong traffic on r/ClaudeAI today. It drew 166 comments within hours. Commenters traded predictions about a crash, and some pushed back hard on the premise.

Search data backs up the mood. Interest in the term "AI bubble" jumped 450 percent in a day on Google Trends. People went looking for the story on their own, past any single post.

History echoes in the thread too. Readers kept bringing up the dot-com bubble, the stock crash of the early 2000s. That old page on Wikipedia still pulled 1,344 views on Oct. 25 alone.

The worry has real roots past this one filing. AI labs and cloud firms have signed hundreds of billions in compute deals this year. Some of those deals rest on circular financing between a chipmaker and its own customers.

Some readers reject the bubble label, even with those numbers in view. Anthropic's revenue grew sharply too, and real customers keep paying for Claude. Growth and a loss can both be true at once.

The thread leaves the question open, since the real answer sits years away still. It shows something else clearly today. A single company's paperwork can set off a mood swing across an entire crowd of builders and users. That mood now sits one Google search away from anyone curious enough to check it. A Reddit thread turned a filing into a referendum on the whole AI industry within hours.

What it says about the people in AI

Anthropic's huge loss fueled a Reddit debate over whether AI is one big bubble.

Sources

  1. U.S. News & World Report Anthropic IPO Filing to Put AI Investment Boom to the Test
  2. Wikipedia Dot-com bubble

Number 4

Reddit thread

Reddit Plots Profit From a Neocloud Collapse

r/LocalLLaMA u/bowdoin-yalePosted

r/LocalLLaMAu/bowdoin-yale

Is there any way for this community to take advantage of the neocloud collapse?

Open on Reddit (opens a new tab)

By the numbers

Comments, r/LocalLLaMA thread
65 comments
On Reddit
As of
Comments, r/LocalLLaMA thread: Source: Reddit
CoreWeave total debt
$51.6 billion
Beyond Reddit
As of
CoreWeave total debt: Source: cnbc.com
Yield on CoreWeave bonds due 2031
past 15%
Beyond Reddit
As of
Yield on CoreWeave bonds due 2031: Source: cnbc.com
Nvidia off-balance-sheet AI cloud agreements disclosed
$36 billion
Beyond Reddit
As of
Nvidia off-balance-sheet AI cloud agreements disclosed: Source: cnbc.com
2 more numbers behind this take

The take

A Reddit poster spotted a risk past the chatbots. The post asked how local AI fans could gain from a coming "neocloud" crash. A neocloud is a data center built to rent out AI chips.

Many neoclouds took on huge loans to buy those chips. Nvidia backs plenty of that debt itself. The poster asked what happens when a neocloud misses a loan payment.

The worry has real weight behind it. Elon Musk warned this month that over 200 AI data firms could crash. Loans for firms with thin outside sales have mostly dried up, he said.

One neocloud, CoreWeave, owes about $51.6 billion in total debt. Its bonds due in 2031 now pay out past 15 percent a year. That high rate tells us the market has doubts.

Nvidia carries its own risk here too. The firm named $36 billion in hidden cloud deals tied to these firms. Critics call the whole setup a loop. Nvidia sells the chips, and it also backs the loans that buy them.

The Reddit post pulled 65 comments on r/LocalLLaMA today. Commenters floated real ideas. Buy used chips cheap once a neocloud folds. Rent spare compute at a steep price cut during the slow wind-down.

One reply turned doubtful fast. Nvidia likely wants its newest chips back in real use. Old, cheap gear stuck in a garage rack helps the firm far less.

The talk sits right behind this week's biggest AI story. Anthropic just filed to go public with an $80.7 billion loss on its own books. Big spending and big risk now sit side by side across this whole field. A home coder with one GPU and a modder's patience may end up buying a trillion-dollar bet's leftovers.

What it says about the people in AI

Reddit users debated profiting from a coming collapse in AI cloud computing firms.

Sources

  1. CNBC Nvidia's role as AI financier faces first big test as neoclouds take market hit
  2. Punjab Kesari Neocloud Stocks Crash 40% as Musk Warns 200 AI Firms Will Fail

Number 5

Reddit thread

Reddit Reacts to Anthropic's Official IPO Filing

r/singularity u/TFenrirPosted

r/singularityu/TFenrir

Anthropic files S-1 with the SEC for proposed initial public offering

Open on Reddit (opens a new tab)

By the numbers

Comments, r/singularity thread
50 comments
On Reddit
As of
Comments, r/singularity thread: Source: Reddit
H1 2026 revenue, per Anthropic's S-1 filing
$16.3 billion
Beyond Reddit
As of
H1 2026 revenue, per Anthropic's S-1 filing: Source: anthropic.com
Customers paying $100,000+ a year, per Anthropic's S-1 filing
11,900+ customers
Beyond Reddit
As of
Customers paying $100,000+ a year, per Anthropic's S-1 filing: Source: anthropic.com
Customers paying $10 million+ a year, per Anthropic's S-1 filing
about 250 customers
Beyond Reddit
As of
Customers paying $10 million+ a year, per Anthropic's S-1 filing: Source: anthropic.com
4 more numbers behind this take

The take

Anthropic made it official today. The company filed an S-1 with the SEC. That form starts the process of selling stock to the public. Anthropic plans to list under the ticker ANT.

A Reddit post sharing the news spread fast on r/singularity. It drew 50 comments within a few hours. Readers traded quick takes on the exact numbers inside the filing.

Those numbers landed hard. Anthropic posted $16.3 billion in revenue for the first half of 2026. It also posted an $80.7 billion net loss for the same stretch. Accounting rules on old funding deals drive most of that loss.

The filing also names real customers. Over 11,900 of them pay Anthropic $100,000 a year or more. About 250 pay $10 million a year or more. That scale answers a question readers have asked for months.

Coverage spread well past Reddit itself. A thread about the filing on Hacker News reached 848 points. It pulled 759 comments too, a huge number for one post there. Investors now guess at a listing near $2 trillion. That figure would rank among the largest debuts ever recorded.

Wikipedia traffic backs up the moment. Anthropic's own page logged 5,285 views on Oct. 25, the day before the filing landed.

The filing settles the guessing game that leaked drafts started last week. Readers can check Anthropic's real numbers directly now, past any secondhand report. Each figure carries a legal signature behind it.

That shift matters past this one company. A model maker just opened its books to the entire public for the first time. Rivals like OpenAI will face the same test eventually, once they file their own papers. For now, Anthropic stands alone as the AI lab whose finances anyone can check firsthand.

What it says about the people in AI

Anthropic's official S-1 filing confirms its revenue, its losses and its customer numbers.

Sources

  1. Anthropic Anthropic files S-1 with the SEC for proposed initial public offering
  2. Hacker News Anthropic S-1

Number 6

Viral on X

Startup Breaches Anthropic's Systems in 12 Hours

The Washington Post @washingtonpost on XPosted

The Washington Post@washingtonpost

Exclusive: Cathedral, a months-old cybersecurity start-up, recently told Anthropic that its researchers had penetrated sensitive internal data and messaging systems at the AI company, according to a draft report reviewed by The Post. https://t.co/PY4AAyP9Pj

Open on X (opens a new tab)

By the numbers

Likes, The Washington Post's post
23 likes
On X
As of
Likes, The Washington Post's post: Source: X public data
Replies, The Washington Post's post
9 replies
On X
As of
Replies, The Washington Post's post: Source: X public data
Funding raised by Cathedral
$160 million
Beyond X
As of
Funding raised by Cathedral: Source: thenextweb.com
Cathedral's funding valuation
$1.4 billion
Beyond X
As of
Cathedral's funding valuation: Source: thenextweb.com
1 more number behind this take

The take

A security firm says it broke into Anthropic fast. The Washington Post broke the news today. The firm, Cathedral, says its AI agents found a way into Anthropic's own systems in under 12 hours.

Cathedral ran the test through Anthropic's own test program. That makes this a cleared check, past any crime. Anthropic's own watch tools caught some of this before Cathedral even sent word.

The agents reached real data inside. Staff there saw meeting notes, pay details and job offers. They also read chat logs about Anthropic's newest AI models.

Some systems stayed locked the whole time. Customer chats, Claude's replies, code and model files stayed sealed off. Anthropic says the breach hit only sales, HR and basic account logs.

Cathedral itself carries real weight here. Four ex-government staff built the firm this year. Backers gave it $160 million at a $1.4 billion price tag. Cathedral builds AI tools meant to guard and strike at computer systems for the US military.

The Post's post on X spread today. It pulled 23 likes and 9 replies within hours of going up. Techmeme's own post on the news spread it further still.

The state ties run deep past one test. Three federal groups have signed deals with Cathedral already. One top aide told The Post the state plans to keep using the firm on tough AI tests.

The news lands two hours past Anthropic's own filing to sell stock to the public. A major AI lab just showed how fast a skilled, well-paid team can slip past its walls. That test came with full okay this time. The next one aimed at any AI firm's systems may skip asking first. A real attacker would skip the warning too.

What it says about the people in AI

A security startup breached Anthropic's internal systems in under 12 hours, with permission.

Sources

  1. Cybersecurity News Researchers Use AI Agents to Breach Anthropic's Internal Systems in Just 12 Hours
  2. TNW Four former DOGE staffers raised $160 million at a $1.4 billion valuation for an AI military cyber startup

That is AI right now.

The AI posts and threads that drew the most attention in the 6 hours before 12:07 p.m. ET. Newer updates wait in the archive.

Next update in--:--:--Four updates a day, six hours apart

Best ten in the markets

Gain since the previous close · Oct 26, 12:39 PM ET · Yahoo Finance

  1. 1Tesla TSLA · Stock$395.12+6.15%
  2. 2Arm ARM · Stock$221.72+5.42%
  3. 3Intel INTC · Stock$91.03+4.68%
  4. 4CoreWeave CRWV · Stock$56.77+4.67%
  5. 5Micron MU · Stock$906.38+3.29%
  6. 6Dell DELL · Stock$471.42+3.28%
  7. 7iShares Semiconductor SOXX · Fund$492.77+3.05%
  8. 8VanEck Semiconductor SMH · Fund$541.86+2.78%
  9. 9Broadcom AVGO · Stock$330.05+2.60%
  10. 10AMD AMD · Stock$529.77+2.51%

See the charts in MoneyA record of price, not investment advice.

More updates

All updates
  1. Thursday, Oct. 29, 2026

  2. Wednesday, Oct. 28, 2026

  3. Tuesday, Oct. 27, 2026

Keyboard

j k
Move through a list
Enter
Open the selected piece
/
Search, and browse the columns
g then r
Right Now
g then a
Articles
g then s
The Signal
g then o
Opinion
g then b
Analysis
g then p
People
?
This sheet
Esc
Close

AI Lately Pro

Be the one who already knew.

With Pro
You already know what ships next week and who just moved, with the source.
Without it
You hear about it days later, from a screenshot in someone's Slack.

$19 a month. Cancel any time.

See everything Pro opensAsk the editor

Secure checkout through Stripe. Member? Sign in.