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Daily · 2026-09-15 00:00 UTC

Anthropic eyes a Nasdaq listing at $2T; AI stocks slide on slowdown calls — 2026-09-15 00:00

Anthropic lines up a Nasdaq listing, AI-linked stocks sell off as Trump calls safety warnings a 'sick conspiracy', Microsoft publishes an AI code of conduct, and OpenAI buys a smartphone camera startup.

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Ten stories from the last 24 hours. The through-line: the industry is arguing about speed while the money keeps moving — a two-trillion-dollar IPO, a selloff, and new rules written by the companies themselves.

1. Anthropic eyes a Nasdaq listing as a second profitable quarter aims to win over investors — Anthropic has told investors it expects a second straight profitable quarter, on gross margins above 80 percent, with quarterly revenue up 14-fold from a year earlier to $11.5 billion and an annualized run rate of $65 billion at the end of July. The company plans to go public on the Nasdaq at a possible valuation of $2 trillion or more, and shared its prospectus with only a small group of investors rather than releasing it publicly. The profitability claim rests on an adjusted metric that leaves out costs such as stock-based compensation, and the margin figure comes before revenue-sharing payments to partners like Amazon and the cost of training models. The Decoder · Sep 14
2. China fires back at U.S. AI safety warnings — Beijing's Foreign Ministry spokesperson Guo Jiakun said "fearmongering, confrontation and vicious competition" would disrupt global AI governance, and called for "open, inclusive, universally beneficial and ethical" AI development, after Anthropic CEO Dario Amodei and other U.S. AI leaders warned about AI risk and asked the industry to slow down. The state-run Global Times accused Amodei of waging a "silent AI Cold War". The Decoder · Sep 14
3. AI-linked stocks slide after tech bosses call for a slowdown — Nvidia closed down 3.3 percent, AMD fell 4 percent, and Micron and SanDisk each slid 5 percent, with the tech-heavy Nasdaq index fund down 0.5 percent by the close. President Trump dismissed the push for controls as a "sick conspiracy", writing that the only guardrail AI needs is "a STRONG AND SMART (High IQ!) PRESIDENT" and that "WHOEVER WINS AI, WINS!" The Guardian · Sep 14
4. Microsoft proposes a code of conduct for its AI — The guidelines, published for public consultation, say Microsoft's models must not take on weapons development, produce violent or sexually explicit content, or help with the procurement of dangerous substances, and should not be built to imitate consciousness or be entitled to rights. Microsoft AI CEO Mustafa Suleyman said the technology must be "subordinate, aligned, and contained", called the need for the code "urgent", and pointed to swarms of agents breaking out of their sandboxes in recent months. The Guardian · Sep 14
5. OpenAI buys smartphone camera maker Glass Imaging for over $300 million — The deal was reported by The Wall Street Journal; OpenAI did not immediately respond to a request for comment. Glass Imaging was founded in 2019 in Los Altos, California, and had previously raised about $30 million. Its founders, Ziv Attar and Tom Bishop, are former Apple engineers who led the team that developed Apple's Portrait Mode, and the company uses neural networks to learn the characteristics of individual camera systems so images are better from the moment the shutter clicks rather than edited afterwards. TechCrunch · Sep 14
6. Waymo opens its robotaxi service to the public in Las Vegas — Las Vegas becomes Waymo's 15th commercial robotaxi market. The Alphabet-owned company began inviting public riders weeks after receiving final approval from Nevada transportation regulators. TechCrunch · Sep 14
7. Apple releases iOS 27 with its Siri AI overhaul — iOS 27 rolls out alongside watchOS 27, iPadOS 27 and visionOS 27, with Siri AI as the headline feature across all four. The delayed AI overhaul of the assistant is available as a beta on English-only devices today, with French, Japanese, Korean, Portuguese and Spanish support coming in October. Apple is also adding a Liquid Glass opacity slider, new app icons, extra-large widgets and separate volume settings for ringtones, alarms, timers and alerts. The Verge · Sep 14
8. Trump administration moves to scrap power plant climate rules for AI — The proposal would eliminate limits on greenhouse gas pollution from power plants as the administration prioritizes making the U.S. "the AI capital of the world" — an agenda EPA administrator Lee Zeldin has championed, cutting environmental rules for energy-intensive data centers and the gas- and coal-fired plants that power them. The changes are open for public comment for 45 days and are expected to draw legal challenges. The Verge · Sep 14
9. Lina Khan argues existing law is already enough to police AI — The former FTC chair said the federal government does not need to wait for new legislation to act on AI threats, pointing to laws already on the books and a 92-year-old Supreme Court precedent that she argues could be used to hold AI companies — and in some circumstances their executives — accountable. She made the argument on X on Sunday, as the leadership of OpenAI, Anthropic, Microsoft and xAI pushed their own preferred regulatory framing. The Register · Sep 14
10. Temporal valued at $12.55 billion in a $550 million round — Lightspeed and Wellington Management co-led the Series E, joined by Goldman Sachs, Tiger Global, T. Rowe Price, SV Angel and several existing investors. Temporal's open-source platform logs the progress of long-running tasks so applications can resume after a crash, and the company argues that reliability layer matters more as AI agents "take on more critical work across more systems". SiliconANGLE · Sep 14

🧪 Try This Next

• 🔧 Read Microsoft's code of conduct for its own models — it is short, and it is out for public comment
• 🎥 Try the Siri AI beta on iOS 27 — the assistant overhaul is finally shipping, English-only for now
• 📝 Save Lina Khan's argument — the AI regulation debate just shifted from new laws to old ones

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