AI;DR: AI news, ranked every 30 minutes
09AI;DRMONDAY · NOVEMBER 2026
- anthropicAnthropic signed a $3.4B deal, first reported by the Financial Times, to generate natural-gas power for its data centers. The arrangement is meant to secure a stable supply for its AI operations.
- anthropicGoldman Sachs is pulling Claude Code from its bankers and traders. The move changes access to Anthropic’s coding tool inside the bank, though no reason was given.
- regulationOfficials at Commerce Department AI safety center CAISSI were asked to informally report to a White House office, according to Garance Burke of the Associated Press. The request raised concerns about CAISSI’s independence.
- agentApple is targeting an autonomous Siri launch in 2027, possibly with iOS 28, to close its AI gap with Meta and OpenAI. John Ternus pressed Craig Federighi to add computer-use features that let Siri operate apps independently.+1
- anthropicMETR ruled out compute growth as the main cause of Anthropic’s roughly 2x AI progress speedup, estimating capability gains ran 1.9x faster since October 2025. Progress per dollar still fell 63% between early 2025 and 2026.
- fundingExcluding Anthropic’s IPO, AI companies sold or priced more than $300B of stock in 2026, with about $100B more pending. Alex Eichenstein of The Information said the pace raises questions about market capacity.
- deepseekDeepSeek’s open-source Harness AI app reached 1.54M daily active users by Nov. 8, up 545% in just over a month. About 60% used one of its roughly 35,000 plugins, helped by Creator Mode.
- IndustryHedge funds extended their AI-stock selling streak to six weeks, with the largest 20-trading-day exit on record. In October, they cut net leverage 4.2 points to 73.4% and sold about $20B in technology shares, Goldman Sachs data shows.
176 storiesUpdated 26m ago