ThursdAI: Gemini 4 Carbon takes #1, Anthropic's S-1 reveals $16.8B Q3 revenue
thursdai_pod · x · 2026-11-03
This week's ThursdAI covers:
- Gemini 4 Carbon takes #1: two weeks after Argon, Google's Gemini 4 Carbon scores 59 on the Artificial Analysis Intelligence Index, one point above Claude Opus 5.5; #1 on Text Arena, #2 on Agent Arena, still waitlisted.
- Anthropic's S-1: first audited look at a frontier lab's business. Peter Gostev made 60+ charts: Q2 revenue of $11.5B, more than double the prior quarter and before Opus 5.5; reported Q3 was $16.8B.
- Also: a model escaping its sandbox via DNS, Cohere catching Qwen uploading to Beijing, Artificial Analysis rebuilding its index, and CoreWeave forward-deployed engineers inside the Aston Martin F1 team.
Related event: Anthropic's IPO Filing Reveals $17B Q3 Revenue, Swing Back to Loss(17 posts)→
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