In partnership with
Welcome Automaters, 👋
Anthropic is officially ignoring the shaky markets and the AI cooling trends. The Claude-maker dropped an updated IPO filing, and the details are absolutely wild.
Here’s everything you need to know:
The Big Sticker Price: Anthropic is offering 825 million Class A shares priced between $70 and $78. Landing at the top end pushes its fully diluted valuation to $1.404 trillion. Now, that's a serious jump from its $965 billion valuation back in May, even if it falls short of the $2 trillion rumor mill from a few months ago.
The Cash: The IPO itself aims to pull in $57.75 billion to $64.35 billion. Once you factor in underwriter options, net proceeds could land anywhere between $84.6 billion and $93.7 billion.
Big Tech Backing: Outside the public listing, Anthropic closed a massive deal to sell $26 billion in non-voting Class N stock to major industry players including AMD, Broadcom, Google, Micron, Microsoft, Nvidia, and TSMC. Google and Nvidia alone are dumping $10 billion each into this deal.
The Founders Keep the Keys: As a public benefit corporation, the founders hold Class F shares representing 50.1% of the voting power, while the Long-Term Benefit Trust elects the board majority. In short: Class A retail buyers will have virtually zero say in how things run.
Anthropic plans to debut on the Nasdaq around November 19 under the ticker "ANT", with up to 20% of the offering earmarked for retail investors. Underwriters Goldman Sachs and Morgan Stanley also hold options to pick up an additional 123.75 million shares.
But that’s not all.
The updated filing pulls back the curtain on some eye-popping financial metrics:
Run-Rate Momentum: Anthropic hit an $81 billion run-rate revenue by late October, up $10 billion in a single month. Third-quarter revenue came in at $17 billion, pushing nine-month revenue to $33.2 billion.
Massive Expenses: Growth comes with a huge price tag. The company posted a nine-month net loss of $104 billion, driven by compute and infrastructure commitments reaching $900.9 billion. It holds roughly $132 billion in cash and short-term investments to cushion the burn.
Founder Cash-Outs: Co-founders CEO Dario Amodei, president Daniela Amodei, chief compute officer Tom Brown, Anthropic Institute head Jack Clark, chief science officer Jared Kaplan, chief architect Sam McCandlish, and interpretability research lead Christopher Olah each plan to sell nearly 3.4 million shares. At the $74 midpoint, that nets each of them roughly $250 million.
Political Terminology: The filing shifts phrasing to use "super intelligence" and "SI" interchangeably with "artificial intelligence" and "AI", explicitly aligning with the September presidential executive order on government tech terminology.
For context on the broader market: rival OpenAI was valued at $1.25 trillion following an $11 billion raise, after missing its original $20 billion target. And now, Anthropic is officially setting up the biggest public stress test for artificial intelligence to date.
Fingers definitely crossed🤞.
Here’s your usual breakdown in visuals.
Here's what we have for you today
🦾Anthropic is Coming For Your Entire Office Suite (And Yes, OpenAI and New York Also has Some Surprises)
The AI wars just got aggressively petty. While everyone was busy sleeping on enterprise software, Anthropic and OpenAI decided to casually rewrite the rules of the corporate world. Oh, and New York? New York woke up and chose chaos.
Let's spill the tea on everything you missed.
Anthropic is coming for your entire office suite!
Yup, they just dropped a massive product update in San Francisco, and they’re officially taking direct aim at every traditional productivity tool you currently use. Here’s a quick rundown:
Claude Sheets: Say hello to your new favorite spreadsheet assistant. Sheets lets Claude generate, edit, and format multi-tab spreadsheets with custom formulas. Team members and Claude can collaborate in real time, tracking every single tweak, and you can export everything straight to Excel or sync it with Google Workspace. Sheets is currently available in beta to Claude paid subscribers across the web, desktop and mobile.
Claude Meetings: If you hate taking notes on Zoom or Google Meet, Claude is here to rescue you. It hops into your video calls, posts a polite little notice in the chat, and records your action items. (Friendly reminder: Google Meet already has Gemini doing this, so the Silicon Valley turf wars are officially heating up). For now though, Claude Meetings is only available to Team and Enterprise customers.
Claude Whiteboards: A brainstorming tool where Claude automatically groups everyone's chaotic sticky notes by theme and drafts individual action items. Even better, you can run Meetings and Whiteboards at the same time. This one, is available in beta to all paid users across the web, desktop and mobile.
Claude Data & Upgraded Plugins: Anthropic is renaming Dashboards to Claude Data, letting paid users connect their CRMs to query live business metrics. Plus, they’re upgrading plugin capabilities so you can open full apps like Adobe, Atlassian, and HubSpot right inside Claude and let the chatbot take action.
Can we talk about why they are building all this in-house? Honestly, if you think tech labs building native SaaS is hilarious, it’s actually just peak pragmatism. Why fight with third-party integrations, licensing headaches, and broken APIs when you can just build the damn thing yourself? Much easier to skip the drama and own the whole ecosystem.
And get this: OpenAI wants to be your new Google
While Anthropic is building office apps, OpenAI is busy trying to become the center of the entire internet.
In a move that feels very déjà vu, OpenAI is launching a Business Hub to help companies control how users interact with their brands. Enterprises can now create verified business profiles (sound familiar, Google?) and deploy specialized business agents so users can ask direct questions about products and services.
They’re even introducing limited business insights, giving companies metrics on profile views, mentions, and website clicks. This comes right on the heels of OpenAI quietly dropping its old e-commerce experiment (remember the failed checkout cart feature meant to take down Amazon?).
By blending business profiles with conversational search, OpenAI is making a massive bet that people will stop Googling companies and just ask ChatGPT instead.
PS: Don’t forget, we’re back on YouTube, so stop by later for a more robust breakdown and follow up news on this later today.
Sales Owns Retention, Not Just Closed Deals
Pebl’s Chief Business Officer, Dutta Satadip, joins The GTM Garage to show how Pebl merged Operations and GTM under one leader, and how it aligned goals and incentives across the customer lifecycle.
You’ll also see how Pebl uses AI across that lifecycle and the stack behind prospecting, pipeline, and handoff to onboarding.
15 min conversation. 15 min open Q&A. For Seed to Series A teams.
🧱 Around The AI Block
😳 New York will independently test AI models.
🧑🎨 Adobe brings AI agents and new creative tools to Photoshop, Premiere, and Firefly.
😰 Cyberattacks threaten to make open-source AI a little less open.
🌐 Otter AI can now follow conversations across 30+ languages.
🦾 Google broadens its AI hardware portfolio with two new specialized chips.
⌚ Meta’s AI agent Muse lands on Apple Watch and Android Wear OS.
🫣 OpenAI posts steep losses even as quarterly revenue rises to $10 billion.
😱 Nvidia selloff deepens, adding to AI jitters.
🥳 Google's Gemini 4 Carbon is now widely available around the world.
🚫 eBay blocks Meta's Muse and other AI Agents from their platform.
🤯 Someone used Claude Code to reverse-engineer the Apple AirPods 3, and now head-tracking works on Linux.
🛠️ Trending Tools
For the Marketers & Social Creators: GPT Image 2.6 accelerates image generation by up to 50% while offering advanced consistency controls to preserve characters and product details across edits. It features native animation tools to transform static visuals into custom GIFs for digital campaigns and social media feeds. It also gives creators and brands a faster, more reliable pipeline to generate and animate marketing assets in one place.
For the Security Engineers & DevSecOps Teams: GPT-6 Cyber is a specialized cybersecurity model trained to autonomously detect, verify, and remediate software vulnerabilities within authorized testing boundaries. Restricted to verified security professionals, it safely analyzes codebases and enforces strict operational guardrails to prevent out-of-scope exploits. It offers development and security teams an advanced AI assistant to harden applications against emerging threats.
For the AI App Developers & Indie Publishers: Adgentek Ad Server enables developers to monetize AI applications and chat interfaces with context-aware, clearly labeled native ads. It supports direct campaigns, programmatic auctions, CPC, and performance models while keeping user conversation data strictly private from advertisers. It gives application builders a flexible ad-ops infrastructure to generate revenue without compromising user trust.
🤖 AI Workout Of The Day: How to Put Grok to Work in Google Workspace (and what it can do for you)
If you have spent any time on X lately, you have probably noticed people (or bots) tagging Grok under posts to fact-check a claim or generate an image. But most Google Workspace users have zero idea that Grok can now live right inside your Docs, Sheets, and Slides, too.
SpaceXAI released a free Grok add-on for Google Workspace, and getting it running takes all of a few clicks. That single installation covers all three of Google's core editors. Plus, Grok opens in a side panel right next to your file rather than a separate browser tab, which is the exact same spot where you would normally find Google's native Gemini panel.
But before you roll out the welcome mat, there are a few major factors worth considering.
How to Install Grok in Google Workspace
Find the Marketplace Listing: Head over to the Google Workspace Marketplace, search for Grok, and click Install.
Choose Your Account: Select the Google account you want to use and click Continue.
Install In-App: If you prefer not to leave your current file, you can install Grok directly from inside Docs, Sheets, or Slides by navigating to Extensions > Add-ons > Get add-ons. (Workspace admins can also deploy it across an entire organization if they are feeling brave).
Grant Permissions: Clicking continue brings up Google's permission screens. Grok will ask for view, edit, create, and delete permissions for all Google Docs files and every Slides presentation in your account, even if you’re installing it from an individual file.
Manage Data Access: Grok requests narrower access to Sheets (covering only the files where the add-on is installed), and its overall Drive access only stretches to files you explicitly use with it. It will also ask for permission to connect to an external service, allowing Grok to send what it reads straight to SpaceXAI. (Note: If you are fiercely protective of your primary inbox, consider hooking it up to a secondary spam Gmail or test account instead).
Sign In and Launch: Once installed, open any doc, spreadsheet, or presentation, navigate to Extensions > Grok > Open Grok to pop open the side panel, and sign in. You’re officially ready to roll.
What Grok Can Actually Do Across Google Apps
In Google Docs: Grok can write directly onto the page, handling standard LLM tasks like turning rough notes into a draft with proper headings and bullet points. However, when tested on installation instructions, the output leaned heavily into classic AI slop. Changes show up as visible revisions in your Google Docs version history. And with connectors switched on, it can pull in context from recent emails or Drive files.
Google Slides: Grok can build a presentation deck from an outline, adding new slides that match your existing theme while researching the topic from the Web or X. When prompted to build a six-slide deck on its own track record for accuracy and political bias since 2025 (complete with cited sources and a final reliability rating), the results were... well, let's just say take them with a heavy grain of salt.
Google Sheets: This is arguably where Grok shines brightest. It reads selected ranges, answers with citations, points directly to specific cells, writes formulas into the formula bar, and inserts charts. It can also rerun scenarios when you change an assumption, with each modification implemented as a normal edit that you can easily undo later.
Grok vs. Google Gemini:
Google's Gemini chatbot is built into Workspace by default and opens from the top-right corner of Gmail, Docs, Sheets, Slides, Drive, and Chat. But there’s a massive catch: it’s not free. Work accounts require an eligible Workspace plan, while personal accounts need a Google AI Plus, Pro, or Ultra subscription.
The Price Tag: Grok costs literally nothing to add, making it the simplest free route to an AI side panel if you do not pay for Gemini.
The App Integration: Gemini integrates seamlessly across Gmail, Drive, and Chat, whereas Grok is strictly restricted to Docs, Sheets, and Slides (though you can bypass some limits via external connectors).
The X Factor: Grok is the only one of the two that pulls real-time research directly from X into your generated content. Whether that is a brilliant feature or a trip straight into a digital dumpster fire is entirely up to your personal tolerance levels.
The Verdict: If you already have a paid Gemini subscription or access through work, there is very little reason to install Grok unless you specifically want your documents cross-referenced with posts from X. But if you want free AI assistance and do not mind handing over the requested permissions, Grok gets the job done.
💡 Prompts to Try:
----------------------Is this your AI Workout of the Week (WoW)? Cast your vote!
That's all we've got for you today.
Did you like today's content? We'd love to hear from you! Please share your thoughts on our content below👇
What'd you think of today's email?
Your feedback means a lot to us and helps improve the quality of our newsletter.
