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Frisch diese Woche — die AI-Weekly-Serie

OpenAI cut its own raise to ~$20B at a $1.25T valuation (FT, Oct 30) just as Anthropic publicly filed for a November IPO under ticker ANT — Q3 revenue $16.8B, +45% QoQ, possible debut Nov 16 — and Meta lined up up to $95B with Nvidia and AMD, its own suppliers, buying in. GPT-6.1 Terra kicked off an agent-labor price war at $1/$5 per million tokens, Google TPUs headed to Oracle Cloud in 2027, and GitHub Universe rebuilt Copilot into a delivery system with automations that learn. The Nasdaq logged its worst month since March 2025 while the mid-tier kept raising: Upwind $400M at $3.8B, Serval $150M at $3B, Thrive–ADT at $15.3B EV.