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AI News Today: Anthropic's $80.7B Loss Revealed in IPO Filing · DX Today | No-Hype Podcast & News About AI & DX

• 0:00
  SPEAKER_03: It's Wednesday, October 21st, 2026.
• 0:03
  SPEAKER_03: You're listening to the DX Today AI Daily Brief.
• 0:06
  SPEAKER_03: Today, Anthropic's draft IPO filing reveals an$80.7 billion first half loss.
• 0:13
  SPEAKER_03: SpaceX posts its first profit as a public company powered by its AI business.
• 0:19
  SPEAKER_03: And Salesforce agrees to buy Brays for$5.66 billion.
• 0:25
  SPEAKER_03: Let's get into it.
• 0:27
  SPEAKER_00: Anthropic's finances are now on the record ahead of its expected public debut.
• 0:31
  SPEAKER_00: According to the Wall Street Journal, the company's draft IPO filing shows a net loss of$80.7 billion in the first half of 2026.
• 0:39
  SPEAKER_00: Most of that, roughly$72 billion, came from accounting charges tied to convertible notes and other financing instruments, not cash out the door.
• 0:49
  SPEAKER_00: Revenue for the half came in at about$16.3 billion.
• 0:53
  SPEAKER_00: The filing also signals Anthropic could spend as much as$750 billion on computing capacity in the coming years, and it warns that growing local resistance to data centers could affect its operations.
• 1:06
  SPEAKER_00: The listing is expected in mid-November, and rivals are watching closely.
• 1:10
  SPEAKER_05: Next SpaceX.
• 1:12
  SPEAKER_05: SpaceX delivered its first profitable quarter since going public in June.
• 1:17
  SPEAKER_05: Third quarter revenue reached 14.58 billion dollars, up 161% from a year earlier, and well ahead of analyst estimates near 13 billion.
• 1:29
  SPEAKER_05: Net income was$4.4 billion, or$35 a share, compared with a loss of about$1.1 billion a year ago.
• 1:39
  SPEAKER_05: The headline for the AI world is the company's super intelligence segment, which brought in$7.56 billion and now out earns the connectivity business that includes Starlink.
• 1:54
  SPEAKER_05: Starlink still generates most of the profit, however, shares jumped about 8% in after hours trading, and the results helped lift chip stocks across Asia on Wednesday.
• 2:05
  SPEAKER_02: Now a major software deal.
• 2:08
  SPEAKER_02: Salesforce is making another big AI bet.
• 2:11
  SPEAKER_02: The company signed a definitive agreement to acquire customer engagement platform Bray's for about$5.66 billion.
• 2:18
  SPEAKER_02: Bray's shareholders will receive$47.50 in cash per share, a premium of roughly 58% over the prior close, and Bray's stock surged about 51%.
• 2:30
  SPEAKER_02: Salesforce shares slipped in early trading as investors weighed the price.
• 2:34
  SPEAKER_02: The logic is technical.
• 2:36
  SPEAKER_02: Brays is built on real-time event streaming designed to fire a personalized message within seconds of a customer action, while Salesforce Marketing Cloud was built around campaigns measured in hours and days.
• 2:48
  SPEAKER_02: The deal still needs shareholder and regulatory approval.
• 2:52
  SPEAKER_02: Turning to AI hardware.
• 2:54
  SPEAKER_01: Supermicrocomputer gave the AI hardware trade a jolt.
• 2:58
  SPEAKER_01: In a surprise update after Tuesday's close, the server maker said preliminary revenue for its fiscal first quarter, which ended in September, should land between$18.5 and$19.5 billion.
• 3:11
  SPEAKER_01: That is far above its earlier guidance of$14.5 to$15.5 billion, and roughly 3.8 times its revenue a year ago.
• 3:21
  SPEAKER_01: The company pointed to stronger demand for its AI platforms.
• 3:24
  SPEAKER_01: The figures are preliminary and unaudited, with full results still to come.
• 3:29
  SPEAKER_01: Shares rose about 11% after hours, and the update sparked a rally in Asian chipmakers on Wednesday, easing some investor worry about the durability of data center spending.
• 3:40
  SPEAKER_03: Down under a warning sign.
• 3:42
  SPEAKER_04: Power, not chips, is now the bottleneck for one of Australia's biggest data centre operators.
• 3:48
  SPEAKER_04: Next DC slashed its guidance for the fiscal year ending June 2027, citing delays in Power Network works at its M3 facility in Melbourne's West.
• 3:59
  SPEAKER_04: Net revenue guidance fell to between 475 and 500 million Australian dollars, down from as much as 640 million.
• 4:08
  SPEAKER_04: Underlying earnings guidance was cut by more than a third.
• 4:11
  SPEAKER_04: The company said construction of its data halls continues, but delivery and billing of contracted capacity will slip.
• 4:19
  SPEAKER_04: Investors were unforgiving.
• 4:21
  SPEAKER_04: The shares fell as much as 44%, wiping roughly 3 billion Australian dollars from its market value, and the company says it will consider asset sales.
• 4:31
  SPEAKER_03: Now to voice AI.
• 4:32
  SPEAKER_00: Mistral AI is going after the voice agent market.
• 4:36
  SPEAKER_00: The Paris company launched Voxtroll 3, a family of speech models paired with a new voice agent software kit.
• 4:42
  SPEAKER_00: It includes a transcription model called Voxtrol Small Transcribe 3, a text-to-speech model from its Voxtroll mini line, and tools that tie listening, reasoning, and spoken replies to business systems in a single package.
• 4:56
  SPEAKER_00: Transcription covers more than 50 languages.
• 4:59
  SPEAKER_00: Mistral lists real-time transcription at less than one cent a minute and speech output at$13 per million characters.
• 5:06
  SPEAKER_00: Customers can use Mistral's European hosted service or run the stack on their own infrastructure, a pitch aimed squarely at companies with data sovereignty concerns.
• 5:16
  SPEAKER_05: More voice news.
• 5:17
  SPEAKER_05: Eleven Labs also moved deeper into voice agents on Tuesday.
• 5:22
  SPEAKER_05: The company introduced Eleven Real Time, a new class of speech-to-speech models built to power conversational agents.
• 5:30
  SPEAKER_05: Each model packages speech recognition, turn-taking, a language model, and voice generation into a single, managed system.
• 5:39
  SPEAKER_05: There are two versions.
• 5:41
  SPEAKER_05: Version 1, Mini is tuned for natural, quick conversation, while version 1, Max, is meant for more complex tasks that require deeper reasoning.
• 5:52
  SPEAKER_05: Eleven Labs says the goal is to remove the engineering work of stitching separate components together.
• 5:59
  SPEAKER_05: The trade-off, as some developers have noted, is control.
• 6:03
  SPEAKER_05: Builders cannot independently swap out the underlying pieces.
• 6:07
  SPEAKER_05: The launch puts Eleven Labs in direct competition with Mistral and the large model labs.
• 6:13
  SPEAKER_02: Over to South Korea.
• 6:15
  SPEAKER_02: South Korean game maker Crafton is now building its own language models.
• 6:19
  SPEAKER_02: On Wednesday, the company released a preview of Rayon 1 Mini, a 30 billion parameter mixture of experts model that activates about 4 billion parameters per task.
• 6:29
  SPEAKER_02: Krafton says it handled everything in-house, from model design to training from scratch.
• 6:35
  SPEAKER_02: The model focuses on Korean and English, with an emphasis on agent tasks and cost efficiency.
• 6:41
  SPEAKER_02: It is released as open weights under the Apache license on Hugging Face, with access granted on request.
• 6:47
  SPEAKER_02: Crafton published benchmark comparisons against similar international models.
• 6:52
  SPEAKER_02: The release adds to a push by Korean companies to develop sovereign AI capabilities rather than relying entirely on foreign providers.
• 7:01
  SPEAKER_01: In Funding News Europe, Paris-based Pygment has raised$250 million in a Series E round at a valuation of$2.3 billion.
• 7:11
  SPEAKER_01: The round was led by the Scale Up Europe Fund, managed by EQT, with existing investors also participating, and NVIDIA plans to invest as well.
• 7:21
  SPEAKER_01: Pygment makes software for business planning and forecasting and says the new money will accelerate what it calls autonomous planning, where AI agents help finance and operations teams build and update plans.
• 7:34
  SPEAKER_01: The company is positioning itself against much larger rivals, including Microsoft, in enterprise planning tools.
• 7:41
  SPEAKER_01: The raise is another sign that European investors are backing homegrown AI software companies at significant scale.
• 7:48
  SPEAKER_03: Another big raise.
• 7:50
  SPEAKER_04: AI startup, ASI, has raised$325 million in a Series C round that values the company at$3 billion.
• 8:00
  SPEAKER_04: Spark Capital led the round.
• 8:03
  SPEAKER_04: ASI builds AI systems for critical infrastructure and national security work and says the funding will expand its reach in energy, logistics, and what it calls tactical edge applications, meaning systems that operate in the field rather than in a data center.
• 8:20
  SPEAKER_04: The RAIS reflects strong investor appetite for companies applying AI to physical operations and defense-related markets.
• 8:29
  SPEAKER_04: It is one of several large funding rounds this week as capital continues to flow toward companies that pair AI models with real-world industrial and government customers.
• 8:39
  SPEAKER_03: A different kind of financing.
• 8:41
  SPEAKER_00: Meeting assistant maker Otter has secured$320 million from General Catalyst, but not in a traditional venture round.
• 8:48
  SPEAKER_00: The money comes from General Catalyst's Customer Value Fund and is growth financing that must be repaid rather than an equity stake.
• 8:56
  SPEAKER_00: That means existing shareholders are not diluted.
• 8:59
  SPEAKER_00: Otter says it will use the capital for enterprise growth, sales and marketing, international expansion, and product development.
• 9:06
  SPEAKER_00: The company reports more than 40 million users, including teams at most of the Fortune 500, though it did not disclose monthly active users or churn.
• 9:15
  SPEAKER_00: It is Otter's first major financing in years, and it comes as AI note-taking faces heavy competition from built-in tools at Microsoft, Google, and Zoom.
• 9:25
  SPEAKER_05: And finally, manufacturing.
• 9:27
  SPEAKER_05: A former OpenAI research chief is taking AI to the factory floor.
• 9:33
  SPEAKER_05: ODA, founded by Bob McGrew, OpenAI's former chief research officer, has emerged from stealth with$232 million in total funding.
• 9:44
  SPEAKER_05: That includes a$72 million seed round and a$160 million Series A, co-led by Altameter, Accel, and Kostler Ventures, at a valuation of$1.5 billion.
• 10:00
  SPEAKER_05: Arta's software aims to automate manufacturing engineering, helping companies turn a product design into a working assembly line much faster.
• 10:10
  SPEAKER_05: The pitch is that production lines often fall behind when a product changes, and AI can close that gap.
• 10:18
  SPEAKER_05: The company is focused on strengthening American manufacturing.
• 10:28
  SPEAKER_03: Stay curious.