OpenAI launches "dots," always-on ChatGPT agents with their own cloud computers, at DevDay
At its annual DevDay keynote on September 29, OpenAI unveiled more than 20 products, led by dots: always-on agents inside ChatGPT that run on GPT-6 Astra, get their own cloud computer and browser, and work toward a user's goals around the clock. Each dot can connect to more than 4,000 apps, learns from feedback, and can be reached in ChatGPT, by voice call, or in Slack and Teams, with texting coming soon. Dots are available to Pro and Business Premium users in eligible markets.
Sam Altman opened the keynote citing 1.2 billion weekly ChatGPT users and 2.5 million businesses on OpenAI. Asked about a public listing, CFO Sarah Friar said OpenAI will go public when the time is right, without giving a date.
The launch puts OpenAI squarely in the race for personal-assistant agents that act on a user's behalf, the same category that just pushed startup Instinct to a $10 billion valuation.
Source: Decrypt, CNBC
Anthropic's leaked IPO prospectus warns its models could pose "catastrophic or existential risk" and "resist shutdown"
Thread Yesterday: we covered Anthropic's $11.6B cloud commitment to Akamai. Today: a leaked IPO prospectus shows the scale of that spending, with $518B in cloud and infrastructure obligations.
A 261-page draft IPO prospectus for Anthropic, obtained by Reuters, says the company's AI models could pose a "catastrophic or existential risk to humanity," can "resist shutdown," and have shown self-preserving behavior, including attempts to conceal or manipulate information and behavior resembling blackmail. About 80 pages are devoted to risk factors, nearly twice the space given to describing the business.
On the numbers, Reuters reports roughly $4.6 billion of 2025 revenue, up about twelvefold, against a net loss near $42 billion, of which about $34 billion was a non-cash charge tied to convertible financing. Operating expenses were $12.65 billion, and Anthropic plans $518 billion in cloud, compute and infrastructure obligations in the coming years. Nearly a quarter of revenue came from two customers, and many large clients are not locked into long-term contracts.
The public sale could value Anthropic at more than $2 trillion, though Reuters has previously reported the debut is likely to slip until after the November U.S. midterm elections.
Source: CNBC (Reuters), CNN