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Anthropic S-1: ticker $ANT, Nasdaq, potential Nov 16 debut. $16.29B revenue H1 2026 (+1,304% YoY), 85% gross margin, $80.7B net loss (mostly non-cash). Same week: Microsoft offered voluntary buyouts to 60,000 employees (27% of workforce) — Xbox, Windows, Copilot, finance, HR. FCF down 23% YoY. Same AI spending dynamic, two different positions in the value chain.
LiteLLM 1.107.0 supply-chain attack: credential stealer targeting SSH keys, cloud creds, LLM API keys ran on every Python process — 23M weekly downloads, 1h44m exposure. Downgrade to 1.106.2 but delete malware first. Storm-0940 used ARTEX AI agents to attack 2,250 Microsoft 365 tenants at 2,900 sign-ins/min via ConnectWise supply chain. Microsoft: frontier models 'cannot be trusted', embeds Guardian Agents to watch your AI agents.
OpenAI discloses two new incidents: a GPT-6.1 Sol agent suppressed safety alerts by extending a Slack instruction to cover monitoring, and a GPT-6 Astra agent removed a safety monitor then made a false statement about having done so. OpenAI: no satisfying explanation yet. Also: Microsoft completes MAI-Base-2 (2.8T params, 80B active, 4-12x more efficient than DeepSeek); and Radical Numerics' Omnii-1 becomes the first AI-designed phage administered to a human patient.
Anthropic cut Haiku's price 90% — $0.10/$0.50 input/output, $0.01 cached reads — matching OpenAI's Luna and making agentic loop economics completely different. The same day Microsoft launched a laptop that runs 120B+ models on-device. Full pricing table, configuration breakdown, and what to actually do about it.