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The Daily AI Espresso — the links the most-followed people in AI actually shared, curated every morning. Edited by Alexis · Live updates →
14 developments: one new today and 13 from yesterday's alerts.
Anthropic filed its S-1 with the SEC on October 26, applying to list Class A shares on Nasdaq as 'ANT.' CNBC and Yahoo Finance corroborate $16.3B in H1 revenue and an $80.7B net loss, largely a convertible-note markup against a $693M operating loss.
Pick the topics, companies and people you track. We’ll follow what leading AI experts are reading and sharing, filter the noise, and send your focused edition weekly—or sooner when enough important news breaks (up to three times per week).
Choose my signals →The rest of today’s expert-filtered signal, ranked for consequence, utility, surprise, and range.
Reuters reports Bank of America, Blackstone, Citi and Morgan Stanley committed $63B to a new special purpose vehicle that will buy Broadcom XPU AI accelerators and lease them to Anthropic, with deliveries starting in 2027. Broadcom provides residual value support to lenders; Blackstone alone is the second-lien provider.
More than 300 Boston Dynamics employees signed an internal petition asking executives to halt a $1.3M September DHS contract that routes modified robot dogs to ICE through Connecticut firm Radeco, per Ars Technica. Executives are proceeding, while stating the robots will not be weaponized.
Encrypted-email provider Proton told staff Monday it will run AI-focused re-interviews from November 4-11, with CEO Andy Yen's internal email saying outcomes 'may lead to changes in roles, responsibilities, and continued employment,' per 404 Media. Scope and headcount targets were not disclosed.
Cloudflare's own writeup says a tenant-isolation bug in its SGLang serving stack returned data from other users' prompts in 155 GLM-5.3 Workers AI responses between August 27 and September 9, all on prompts longer than 681,280 tokens. Knostic's Gadi Evron reported the issue September 8; Cloudflare found no evidence of deliberate exploitation.
NBC News reports more than $100M in AI data center freight has been stolen on US highways since June, including a $13M server trailer en route to the Fayetteville, Georgia data center hub. Tactics span physical hijacking of shipments and intrusions into logistics systems that reroute cargo.
Useful releases, methods, and workflows worth trying.
A training-free paper has an agent record its claims, supporting checks and confidence in a private checklist before reading user feedback, then revise only weak claims when challenged. Across five Gemini models on eight benchmarks including SWE-Together and Terminal-Bench, false reversals on patch review fall from 12.2% to 0.02%.
Apple shipped iOS 27.2 and iPadOS 27.2 on October 26, giving Siri AI a memory of past conversations ('restaurants it recommended last week') and adding French, Japanese, Korean, Portuguese and Spanish language support. Messages gets AI suggestions for Calendar and Reminders actions.
What tracked AI experts are sharing on social platforms—verified before it reaches your inbox.
404 Media's Jason Koebler says ChatGPT has been routing users with locked Instagram accounts and other routine tech problems to his personal inbox for about two weeks, often drafting the email itself. One Russian user shared his ChatGPT transcript showing the bot naming the reporter as the escalation path.
That’s today’s shot. — Alexis · AI Weekly
