“AI #192: Anthropic Is Going Public” by Zvi
Anthropic filed its S-1 this week to prepare for its IPO. They still have to fill a lot of the numbers including the share price. That still left a lot to be learned, including how the messaging to investors differs from their other rhetoric, and exactly how their corporate control is structured. Anthropic remains a frustrating company, doing a variety of things that often seem in tension with each other. Google is claiming to be fully back, with the announcement of a new model Gemini 4 Carbon that tops the new AA v5 benchmark index. It looks to be a large leap over Argon only two weeks later. No, you cannot use it. Google fails marketing forever, so they give us the announcement and then weeks later you might be able to enter some queries. That largely invalidates my look at the Argon model and safety cards, but it can at least form a basis for looking at Carbon as well. Many eyes remain on The Hackening, as additional things get hacked. So far most of the important hacks have been by read teamers and white hats, so there has not been major damage. We are playing [...] --- Outline: (01:53) Language Models Offer Mundane Utility (04:06) Language Models Don't Offer Mundane Utility (04:40) New Math (07:25) Huh, Upgrades (09:06) Artificial Analysis v5 (17:27) On Your Marks (18:34) Gemini 4 Argon Was a Good Model But Not Fully Frontier (20:27) Gemini Carbon: Is Google Back? (21:56) Get My Agent On The Line (24:15) Spy Versus Spy (25:40) The Hackening (35:13) Slack Off (43:20) Help Peer (49:14) Fun With Media Generation (50:09) Copyright Confrontation (50:28) You're Fired (55:50) Verify the Software (57:06) They Took Our Jobs (57:13) Get Involved (59:19) Introducing (59:40) In Other AI News (01:00:20) Show Me the Money (01:00:46) Bubble, Bubble, Toil and Trouble (01:01:27) Quiet Speculations (01:06:58) The Quest for Sane Regulations (01:07:23) Chip City (01:10:40) The Week in Audio (01:10:59) People Just Say Things (01:14:22) Rhetorical Innovation (01:18:43) [Artificial Intelligence] (01:19:34) Misaligned! (At Alibaba) (01:28:04) Stop It (01:29:57) METR Red Teams OpenAI Internal Agent Monitoring (01:33:13) Massive Fraudulent Distillation (01:34:04) Aligning a Smarter Than Human Intelligence is Difficult (01:37:56) OpenAI Attempts to Secure Its Frontier Model Training Environment (01:46:36) The American People Really Hate AI (01:47:03) The Lighter Side --- First published: October 29th, 2026 Source: https://www.lesswrong.com/posts/mBDkupZa3NagfLW86/ai-192-anthropic-is-going-public --- Narrated by TYPE III AUDIO. --- Images from the article: Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.