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Daily · 2026-11-07 00:00 UTC

OpenAI's $11B at $1.25T, Inkling 2 Small ships

OpenAI's down round and Anthropic's IPO doubts, Thinking Machines' 594B open model, a METR acceleration audit, DeepSeek's plugin marketplace, and AI budgets tightening.

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10 items · ~3 min listen

1. OpenAI closes $11 billion at a $1.25 trillion valuation — The $11 billion is only the first slice of a round that once targeted up to $30 billion, and the price is down from the $1.5 trillion the company initially sought, two investors said. Sentiment toward AI companies has cooled over the past month. CNA · Nov 6
2. Anthropic's IPO runs into valuation resistance — Three major investors told the Wall Street Journal that Anthropic is unlikely to reach the expected $1.5 trillion valuation, with one suggesting something closer to $1 trillion. Reuters reported that potential backers doubt the roadshow can start next week, and Anthropic could delay the listing. PYMNTS · Nov 6
3. Thinking Machines releases Inkling 2 Small, a 594B-parameter MoE — The model has 17 billion active parameters, takes text and images, and offers adjustable thinking depth. It scores 31 on the Artificial Analysis Intelligence Index, up from 13 for its predecessor, and jumps from 5% to 46% on AutomationBench — at roughly 150,000 output tokens and $1.18 per task. The Decoder · Nov 6
4. METR finds Anthropic may have already crossed its own acceleration threshold — After eleven weeks of access, the nonprofit says Anthropic's benchmark gains have run about 1.9 times faster since October 2025, and that roughly 80% of the speedup traces to AI used in the company's own research. Anthropic redacted the most informative evidence. The Decoder · Nov 6
5. DeepSeek plans an official plugin marketplace for Harness — Third-party plugins already number around 35,000, and Harness had 1.54 million daily active users as of November 4, counting access through DeepSeek's official API. About 60% of active users have created or installed at least one plugin. TechNode · Nov 6
6. Chainalysis says the breach exposed credentials for every customer — Names, usernames, password hashes and live tokens for all users were exposed, the company said, after an earlier intrusion it described as using offensive agentic techniques and a later on-path attack. Its login portal, Reactor, Data Solutions, the KYT interface and address screening are offline. BleepingComputer · Nov 6
7. Three men charged with using AI to impersonate CEOs and steal $129 million — The newly unsealed indictment alleges Jacob Soall, Sharon Hazan and Guy Sheetrit altered and impersonated executives' and attorneys' voices and images to talk employees into wiring payments. Victims included a Missouri hospital system, a Rhode Island bank and a UK tech company. The Guardian · Nov 6
8. Meta gives its Muse agent Spaces — Spaces are separate project conversations that sit in the sidebar and can be created from a chat description: a gift tracker, a wedding planner, a project board. Connected apps keep them updated in the background. Zuckerberg said he has built a barbecue game and a home control dashboard. TechCrunch · Nov 6
9. Underdog demos Woof, a 32MB speech model — The text-to-speech model has 31 million parameters, runs in a browser without an internet connection, and is open for download. Its demo is a small game where you type anything and Woof speaks it, or turn a dial to generate music. TechCrunch · Nov 6
10. The AI bill comes due: companies start rationing premium models — Apple cut some engineers' daily AI allowance to $200 from $300 in October and plans a further cut to $100 for some teams, while Uber caps token spending at $1,500 a month per coding tool and Tesla at $200 a week. AT&T cut the cost of some AI tasks by as much as 56% by routing queries to cheaper models. PYMNTS · Nov 6

Try This Next

• 🔧 Run Underdog's Woof in the browser — a 32MB speech model is a cheap way to test offline voice for a local assistant.
• 🎥 Read METR's audit summary on Anthropic before repeating either "AI is accelerating AI" or "nothing to see here."
• 📝 Price your agent's token burn, not just its benchmark score: Inkling 2 Small costs about $1.18 per task.

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