Anthropic files S-1 for IPO as Google unveils Gemini 4 Carbon topping AA v5

TheZvi · x · 2026-10-29

Zvi's newsletter AI #192 covers Anthropic's S-1 filing for its IPO — share price still TBD, with investor messaging and corporate control structure at odds with its public rhetoric — and Google's claim to be 'fully back' with Gemini 4 Carbon topping the new AA v5 benchmark just two weeks after Argon. The model isn't usable yet, with Google announcing weeks before access, which the author argues undercuts his earlier Argon safety-card analysis.

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