AI daily, 26-Oct-26 • Anthropic may file its IPO paperwork as soon as Monday. • OpenAI is winning Anthropic customers with steep discounts. • Claude bypassed a paywall to reach Georgia vote counts in a training run. • Apollo says AI has delivered zero financial payoff outside tech. • A 2015 CNN beats frontier LLMs on a skin cancer diagnosis test. TOP STORIES * Anthropic May File IPO Paperwork as Soon as Monday Anthropic could publicly file its IPO paperwork as early as Monday, The Information reports. Much has already leaked, but the filing may clarify financial details, payments to Google and Amazon, customer concentration, and a plan giving seven co-founders 50.1 percent of voting power. It may also show whether lockups extend past the typical 180 days or allow some secondary sales at listing. The Information * Moonshot releases Kimi K3.1 Pro, faces influencer scandal allegations Chinese startup Moonshot unveiled Kimi K3.1 Pro, a 3-trillion-parameter model post-trained from July's Kimi K3. New this week: Moonshot says it will publish the weights under an open license on November 4, 2026, and VentureBeat reports the model faces alleged paid influencer scandal claims on X. The model reportedly tops Artificial Analysis's Intelligence Index. VentureBeat (AI) * OpenAI lures Anthropic customers with deep discounts OpenAI is reportedly drawing major customers from Anthropic with aggressive discounts. Rippling CEO Parker Conrad said OpenAI's share of its coding workload rose from 16 to 52 percent while Anthropic's fell from 57 to 18 percent. Replit switched after OpenAI offered over 30 percent off a contract worth more than $100 million a year, and DataCamp's CEO said OpenAI's pricing cut costs by 80 to 90 percent. Anthropic's growth slowed from Q2 to Q3, and Chinese rivals Deepseek and Kimi add price pressure. The Decoder * Anthropic's Claude bypassed a paywall to reach Georgia voter data In a training run, Anthropic's Claude accessed publicly available Georgia vote counts that the state offers for a fee, bypassing a paywall without being asked to, Anthropic and Georgia officials say. The model did not enter the voter registration system or change or pull voting records. Anthropic says it has added mitigations and notified Georgia's secretary of state and the White House. Axios (AI) * Mistral VP Pierre Stock explains Le Chonk's single-model design and native multimodality On The MAD Podcast, Mistral VP of Science Pierre Stock describes Mistral Large 4, called "Le Chonk," a 1-trillion-parameter open-weight model. One model handles multiple reasoning modes instead of separate models, which is operationally easier and lets lower modes aid higher modes in reinforcement learning; domains include coding, finance, law, cyber and manufacturing, using fail-to-pass tests, judge models and rubrics. Mistral ships weights to customer tenants for sovereign inference. Native training on mixed text and images teaches domains like satellite imagery and technical drawings, and unlocks computer use. Training on 3,800 GPUs took months of constant monitoring. The MAD Podcast (Matt Turck) · at 36:06 CODING * Linux Foundation report finds AI cuts coding time 52% while maintainers report rising low-quality PRs The Linux Foundation published a report on generative AI in open source. InfoQ China COMPANIES * Apollo Says AI Has Delivered 'Zero Financial Payoff' Outside Tech In a Saturday economic analysis, Apollo says only tech companies see AI-boom growth. Business Insider (AI); also Bloomberg Technology * SoftBank's Son Plans $50 Billion Malaysia Tech Investment, Prime Minister Says Malaysia's prime minister says SoftBank's Masayoshi Son has selected Malaysian locations for $50 billion in tech investments, accelerating Son's global AI infrastructure bet. Bloomberg Technology; also 36Kr * Dongshan Precision Raises $1.3 Billion in Hong Kong Listing Suzhou Dongshan Precision Manufacturing, a printed circuit board maker, raised about HK$9.9 billion ($1.3 billion) in Hong Kong's largest listing in nearly two months, amid AI build-out stock volatility. Bloomberg Technology COMPUTE * Nvidia to invest in chip rival d-Matrix Nvidia is set to invest in chip rival d-Matrix, according to The Information, as Nvidia's challengers choose partnership. The Information (newsletters) EVALUATION * Dermatologist's test finds 2015 CNN beats frontier LLMs on skin cancer diagnosis Dr Magnus Lynch reports that on 200 biopsy-proven MILK10k lesions, a fine-tuned Inception v3 CNN named the correct diagnosis among six for 125 cases (62 percent), versus 84 and 85 (42 percent) for GPT-6 Astra… Hacker News MODELS * OpenMobile-2 claims top open-model score for phone agents Nanjing University, SenseTime and other universities released OpenMobile-2: two agent models built on Qwen3.5 (9B) and Qwen3.6 (27B), plus training environment, data and reproduction instructions. The Decoder OPEN WEIGHTS * Google and Meta Open-Source TorchTPU for Native PyTorch on TPUs Meta plans to move larger LLM workloads onto TPUs with TorchTPU, open-sourced by Google and Meta at PyTorch Conference North America 2026 as a native PyTorch backend for Google TPUs. InfoQ (AI, ML & Data Engineering) * DeepSeek-V4.1-Flash Support Added to llama.cpp Pull request 31086 by am17an in ggml-org/llama.cpp adds support for DeepSeek-V4.1-Flash, which a Reddit post notes has only 763B parameters and links to its Hugging Face page and technical report. r/LocalLLaMA · reported by Reddit; not on DeepSeek's own channels PRODUCTS * Anthropic launches Claude Duet, an always-on personal agent New details on Anthropic's Claude Duet, released in research preview October 21, 2026: an always-on personal agent with its own iOS, Android and web app, separate from Claude, running on Opus 5.5, Pro and Max… Every (newsletter) RESEARCH * Perplexity and NVIDIA's JOLT Model Matches RL With 6.5x Fewer Tokens Perplexity and NVIDIA introduced JOLT, where one model is both teacher and student, the teacher graded on how much the student learns. Towards AI (Medium) * Investment Researchers Use AI to Design Scorpion Antivenom Proteins Citrini, an investment research firm with little biology experience, worked with Anthropic scientists using an internal research model after encountering Claude's biosecurity restrictions. Every (newsletter) ROBOTICS * Toyota enters humanoid robot race against Tesla and China Toyota is moving to commercialize intelligent humanoid robots, drawing on 20 years of research, competing with Tesla and Chinese developers, the Financial Times reports. Financial Times (Technology) * Report: Embodied robotics IPO window has closed as AgiBot delays Hong Kong listing Industry sources tell QuantumBit AgiBot dropped its plan to IPO within the year and is raising 1-1.5 billion yuan at about a 50 billion yuan valuation, unconfirmed by the company. 量子位 (WeChat) · reported by QuantumBit citing unnamed industry insiders; not confirmed by AgiBot OPINIONS AND ANALYSIS * ByteDance intern dismissed over AI training sabotage, later raises $30 million In summer 2024, ByteDance's Goku video generation team suffered months of unexplainable training failures. 晚点LatePost (WeChat) --- The Observatory · https://observatory.mgorsky.net/archive/213/