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Oct 07, 2026
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Supported by
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Happy Wednesday! OpenAI publishes a broad range of new mathematical results produced by an internal frontier model. SpaceX seeks to raise $40 billion to buy more Nvidia chips. Anthropic expands cyberdefenders' access to its most advanced models.
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Less than a month after OpenAI set off a mathematics firestorm by announcing it had solved one of the field’s most challenging problems, the AI company dropped more than 700 new research papers detailing results on a range of math subjects. The new results were produced by an unreleased AI model more advanced than commercially available ones, OpenAI said on Tuesday. The company published 722 papers cover solutions to hundreds of open math questions on coding repository GitHub, an approach it said was informed in part by advice of an independent body called the Advisory Group on Mathematics and AI. OpenAI last month announced it was working with that group in the wake of its disclosure it had solved the vexing “Navier-Stokes existence and smoothness problem.” The Navier-Stokes accomplishment created an uproar, both because of questions over whether OpenAI’s models may have gained an edge by incorporating data from human mathematicians who had used its products, and because prominent mathematicians argued that such AI solutions were hurting the science of mathematics. The advisory group, in a statement on its website Tuesday, said it appreciated the company’s engagement, but it also sounded a warning. “The future of mathematical research cannot consist only of understanding results produced by AI labs,” the post said. “Mathematicians must be able to formulate their own questions, develop their own approaches, and explore directions that have not been selected as examples of an AI system’s capabilities.”
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SpaceX, the AI and rocket company led by Elon Musk, is seeking to raise $40 billion to buy Nvidia chips in a financing round led by Apollo Global Management, the Financial Times reported on Tuesday. The deal is expected to close in 2027 and consist of around $10 billion in bank loans and $30 billion in investment-grade debt, according to the FT. SpaceX has been ramping up its AI spend, burning $25 billion in the first half of 2026, at the same time that it is leaning into selling computing power. Anthropic is among its customers, with agreements to pay SpaceX up to $84.5 billion through 2029. SpaceX also committed to exclusively using Nvidia chips in its first earnings call after going public this June. Apollo previously led financing rounds for SpaceX earlier this year and last year to purchase Nvidia chips and lease them to SpaceX.
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Anthropic said it is expanding and restructuring its cybersecurity access programs to enable more cyberdefenders to use its most advanced Claude models to secure their systems against potential AI attacks. Under the changes, announced Tuesday, all members of Anthropic’s Cyber Verification Program will have access to Anthropic’s most advanced Mythos models for some cyber uses, which were previously reserved for members of Anthropic’s Project Glasswing. The Cyber Verification Program gives participants access to the Claude models with reduced safeguards, which would ordinarily block the models from assisting with cyberattacks. Project Glasswing, which offered access to Anthropic’s most advanced models, is transitioning to become the “specialized access” tier of its cyber program. The change follows Anthropic’s finding last week that Zhipu AI’s GLM-5.3 model is capable of autonomous cyberattacks, similar to Anthropic’s original Mythos model. Since GLM-5.3 is open-weight, anyone can download it and modify it, including to help with cyberattacks. Anthropic wrote last week in response that “a critical threshold in freely accessible capabilities has now been crossed. GLM-5.3 underscores the urgency of expanding access to advanced frontier models to a broader set of entities to empower cyber defenders.” Members of the Project Glasswing tier of Anthropic’s program are select organizations that protect critical infrastructure and software. Anthropic approves new members in collaboration with the U.S. government. The government’s “trusted access” program has effectively absorbed Glasswing and OpenAI’s equivalent program, but the criteria the government uses to evaluate new members are opaque. The lowest tier of the revamped program is “defense access,” which enables groups including open source maintainers, universities and individual researchers to analyze software vulnerabilities and understand malware. The intermediate tier is “red team access,” which also allows organizations to use Claude models for penetration testing, or mock cyberattacks to discover new vulnerabilities.
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The Ellison family’s Paramount Skydance completed its $110 billion purchase of Warner Bros. Discovery, Paramount said Tuesday morning, creating a new company to be called Skydance. The combined company owns both the Warner Bros. and Paramount film studios, the HBO Max and Paramount Plus streaming services as well as CBS and an array of cable channels including CNN, Discovery, MTV and Nickelodeon and TBS. But it starts life with a heavy debt load of $79 billion, forcing CEO David Ellison to pursue cost cutting. The Ellison Family has the biggest stake and, together with investor Redbird Capital Partners, will own the only voting shares. The company raised $47 billion in equity to help finance the deal, with the Ellisons, Redbird and various Middle Eastern investors putting in money at $12 a share. That’s well above Paramount’s closing price on Monday of $9.78.
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Uber is to pay $2.3 billion in cash to buy ezCater, a firm that handles catering and meals in workplaces, the ridehailing and food delivery giant said on Tuesday. EzCater’s service offers businesses a way to order from restaurants across the country, including for meetings and events. The company generated more than $2.5 billion in gross bookings in the past 12 months, growing “high teens year over year.” That’s tiny for Uber, whose food delivery business reported $27.46 billion in gross bookings in the second quarter alone. But according to Uber, the business is profitable. And ezCater’s average order values are over $400, significantly higher than what the average household would spend on an Uber Eats order. “Catering is a big business, and can be a huge revenue stream for restaurants,” said Uber CEO Dara Khosrowshahi, in a statement.
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Goldman Sachs is promoting Jane Dunlevie, a senior tech banker who has worked on deals for OpenAI, Stripe and Instacart, to co-lead the bank’s technology, media and telecommunications investment banking group, according to an internal memo seen by The Information. Jane Dunlevie, who was recently the global chief operating officer of the same group, is going to lead the group alongside current co-heads Jung Min and Barry O’Brien. Since joining Goldman in 2007, she has had various stints, such as global head of Internet investment banking. Dunlevie advised on Instacart’s $660 million initial public offering and Stripe’s $6.5 billion private capital raise in 2023. Last year, she advised OpenAI on its restructuring to a public benefits corporation, which paved the way for a planned IPO, which investors now expect for 2027. Goldman Sachs has advised on more than $330 billion worth of deals for companies in technology, media and telecommunications globally the past year, beating rivals such as Morgan Stanley and JPMorgan, data compiled by Dealogic shows. A spokesperson for the bank confirmed the content of the memo but didn’t comment further.
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Software provider HubSpot is laying off 660 employees, or 7% of its staff, as part of a restructuring that will include eliminating some management layers and reorganizing product teams, CEO Yamini Rangan announced in a blog post. The job cuts are “not simply a cost-cutting exercise” and do not stem from HubSpot’s internal usage of AI to replace work that has traditionally been handled by human staff, Rangan said in the blog post. HubSpot’s layoffs come at a time when some investors are concerned that traditional business software providers are under threat from AI. Many of HubSpot’s peers, including Salesforce, ServiceNow, and Atlassian, have also laid off staff this year. HubSpot, which sells customer management software to small- and medium-size companies, has seen its shares fall more than 40% since the start of the year. These types of customers may be more likely to vibe code their own CRM applications and features than larger companies with more stringent management and regulatory compliance requirements.
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This week on AI Deep Dive
Check out the most recent episode of AI Deep Dive. A reported deep dive into how frontier AI actually gets built — the models, the money, and the people behind them.
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