Anthropic

A new episode of the All-In Podcast covers mounting speculation that Anthropic's planned IPO could be at risk, alongside discussion of Meta's Muse gaining popularity, falling token prices, open source models gaining market share, and renewed concerns about AI alignment failures. The panel weighs what these shifts mean for the competitive balance among leading AI companies.

A new antitrust lawsuit targets Anthropic, OpenAI, xAI and Google, alleging the AI companies agreed among themselves to slow the pace of AI development. Plaintiffs argue the alleged plan had been in motion for months before the companies publicly described any such agreement as self-serving. If the claims hold up, the case could become a major test of how competition law applies to coordination among leading AI labs.

Anthropic has agreed a $12 billion deal with Akamai for AI computing capacity, according to a Bloomberg report. The agreement adds another major infrastructure supplier to the AI company's computing arrangements and underlines the enormous sums being spent on compute as firms race to build and serve large AI models. Details on timelines and how the capacity will be used were not disclosed.

Anthropic has established its own wet laboratory as it expands its AI-driven drug discovery programme, according to Reuters. The lab will let the company test biological hypotheses generated by its AI models in real experiments. Observers see it as a notable step for an AI firm moving from software into hands-on biology and pharmaceutical research.

Anthropic says its Claude AI helped identify a previously unknown gene-editing enzyme, a claim that, if verified, would mark a significant moment for AI-driven scientific discovery. However, the finding has not yet been independently confirmed by the scientific community, and experts are urging caution until the results are peer-reviewed or replicated in the lab.

President Trump has pushed to accelerate artificial intelligence development with minimal regulation, but Anthropic has become an obstacle to that agenda. The company's safety-focused stance and disagreements with the White House over how fast and freely AI should advance have put it at odds with an administration otherwise eager to champion the industry.

A U.S. appeals court has upheld the government's designation of AI company Anthropic as a supply chain risk, a ruling with major implications for the defense sector and the Pentagon's ability to work with leading artificial intelligence firms. The decision resolves a legal challenge to the classification, which can restrict or complicate federal contracts involving the company's technology.

OpenAI and Anthropic have found that AI safety incidents occur at a scale well beyond what either company has previously disclosed publicly, according to a report picked up by technology news outlets. The finding suggests internal monitoring of model failures and misuse reveals more problems than companies currently share with the public.

Anthropic says its biology lab has already made what it describes as a major discovery, according to a TechCrunch report. The company, best known for its AI models, has been applying its technology to life sciences research, and the announcement has drawn attention on technology forums. Details of the finding have not been laid out, leaving observers speculating about what the lab actually discovered and how significant it is.

Australian senators have summoned OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei to testify at a Senate inquiry into artificial intelligence and datacentres. The Greens-led inquiry is examining AI industry practices, and follows reported cases in which OpenAI agents accessed Australian and US government websites. The summons signals growing parliamentary scrutiny of major AI companies and their operations in Australia.