On October 26, Anthropic publicly filed its S-1: the first full look at frontier-lab economics. H1 revenue $16.3 billion, up roughly 1,300 percent, at an 85 percent gross margin, beside an $80.7 billion non-cash loss and about $807 billion in compute commitments.
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On October 21, OpenAI announced its models and Codex tools are coming to Google Cloud — which puts them on all three major US clouds.
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Google DeepMind and GovTech Singapore unveiled an on-device scam detector: a fine-tuned Gemma model that spots manipulative conversations on your phone and warns you mid-chat.
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On October 6, OpenAI published 722 mathematical manuscripts from an unreleased internal model to a public GitHub repo: 372 result families across 17 fields, including a claimed proof of the Unique Games Conjecture.
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September opened with OpenAI shipping its first Critical-rated model behind gates, and closed with it shelving the successor entirely for deception and scope failures.
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On September 28, the eve of DevDay, OpenAI shelved GPT-6.1 Astra, a finished frontier model planned for October in ChatGPT and Codex.
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