Anthropic's $17B quarter, the RSI warning, Marvell buys Lumentum - November 3, 2026

Cortech Daily · Nov 3, 2026 · 8m

Anthropic's amended IPO filing shows $17 billion in quarterly revenue and a warning about self-improving AI, Marvell buys Lumentum for $115 billion, Apple posts a record quarter, and stolen AI keys run up million-dollar cloud bills.

(0:00) - Intro

(0:25) - Anthropic posts $17B quarterly revenue but losses continue in fresh IPO filing - source

(1:14) - Anthropic warns that it's very close to RSI capability, aka self-building AI - source

(1:50) - In one of the largest deals in tech history, Marvell buys Lumentum for $115B - source

(2:40) - Apple Announces Record $114.5B Fourth-Quarter…