AI Newsletter

According to Polymarket with $1.2M volume, Google leads with 54% ahead of Anthropic (46%) – OpenAI has crashed to 1%, a drop of 42.5% in one week. Google simultaneously launched Gemini 4 Argon, while Wall Street is already positioning personal agents as the next battleground. The power shift in the AI race is now quantified by market prices and fundamentally questions OpenAI's dominance.

Anthropic is planning its IPO for mid-November at a valuation between $1.8 trillion according to reports – Polymarket sees an 82% probability of an IPO by end of October. In parallel, Anthropic explicitly warned IPO investors about existential risks from AI, elevating risk disclosure to a new level. According to current estimates, the IPO would be the largest tech IPO of 2026 and a benchmark for the entire AI industry.

The BCG Applied AI Index 2026 shows: Nearly half of all companies are already achieving measurable value from AI, with AI spending nearly doubling to 3.3% of revenue. 86% of S&P 500 companies beat analyst expectations, fueled by AI investments. This signals that AI ROI is finally arriving on a broad corporate basis – and massively increases pressure on laggards.

Donald Trump had leading US tech and AI CEOs sign a 'morally binding' control agreement for AI and officially rebrands AI as 'superintelligence'. At the same time, Bill Gates warned that uncontrolled AI could 'cause a billion deaths' and called for legislative regulation. The political framework for AI is thus shifting fundamentally: Between deregulation under Trump branding and growing societal regulatory pressure, a new geopolitical tension field emerges.

AI hardware startup Volantis Semiconductor secured an $88M Series A led by Abstract Ventures and Lachy Groom – with prominent individual investors including Sam Altman, Jeff Dean, and John Doerr. Total capital raised is now $97M. The investor syndicate reads like a who's who of AI elite and underscores that the competition for proprietary AI chips is escalating far beyond Nvidia.