Anthropic may spend $750B on compute, WSJ reports

A developer asked both GPT 6 Astra and Opus 5.5 to turn a 2D nano banana seed image into an animated stone golem for a game, with each model converting it to 3D in Meshy, rigging it in-browser, and writing Godot animations in code.

Benchmarks show an open model's optimal performance, but production demands repeatable results across the whole inference stack, not just the model. The sponsored piece argues engineers should evaluate serving, hardware, and infrastructure alongside benchmark scores.

SpaceX reported $14.6B in third-quarter revenue and $4.4B net income, with AI now 52% of income driven by its renamed "Super Intelligence" unit — Grok, acquired Cursor, and a neocloud with 1.7 GW of compute. Capex hit $19.6B as it builds Colossus II.

Essay distinguishes "true successionism" — AIs ruling over humans by force — from "handoverism," where humans' own interests are served by putting AIs in control. Alexander, who calls the latter plausible, sketches five proposals from weakest to strongest.

The Wall Street Journal says it obtained Anthropic's S-1 filing ahead of a planned IPO, reporting an $80.7 billion loss in the first half of this year. The filing also reportedly outlines up to $750 billion in additional computing spend in coming years.

The French AI company, which competes with Microsoft's Excel and PowerPoint, closed a $250 million round valuing it at $2.3 billion. The financing is set to be announced Tuesday.

Personal Intelligence, which pulls context from Gmail and Calendar, is rolling out to Android Auto today and to Google built-in vehicles in the next few months. It stays optional; a driver can say "take me to my doctor's appointment" and Gemini pulls the event from a connected calendar.