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Wednesday, 28 January 2026

LWiAI Podcast #232 - ChatGPT Ads, Thinking Machines Drama, STEM

Last Week in AI 8 months ago 42

The LWiAI podcast episode 232 covers major AI developments including OpenAI testing ads in ChatGPT, Thinking Machines experiencing departures to OpenAI, and China's Zhipu AI training models on domestic hardware without US chips. OpenAI is burning through billions in funding while expanding monetization, and Elon Musk's xAI launched a gigawatt supercluster to compete with OpenAI and Anthropic. The episode discusses policy advances like the US Senate's Defiance Act on explicit content, constitutional updates to Claude, and ongoing debates over AI-generated content and artist intellectual property rights.

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TLDRocket 26 October 2026

Anthropic’s march toward an IPO turned into the defining AI thread of the day, not because the filing was just financial theatre, but because it laid bare the mechanics of how modern model companies intend to survive both scale and scrutiny. In its SEC S-1 for a Nasdaq debut under ticker ANT, Anthropic reported $16.3 billion in first-half revenue and an $80.7 billion net loss for the six months through June 2026, alongside a compute plan that’s hard to ignore: $542 billion to $567 billion on future infrastructure, with “Anthropic Direct” data centers aimed at reducing dependence on major clouds. The strategy is tightly coupled to product, too—Claude isn’t just a chatbot, it’s being pushed deeper into enterprises via first-party apps. More than half of the company’s $100,000-per-year customers use both the Claude platform and a first-party app, and Claude Code’s top 5% of enterprise users spend about 20× more than the average.

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Wednesday, 28 January 2026

LWiAI Podcast #232 - ChatGPT Ads, Thinking Machines Drama, STEM

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