Anthropic's Growth Is Slowing

Anthropic told investors Q3 revenue hit $16.8 billion, with adjusted profitability, but growth slowed ahead of the IPO. An arrested OpenAI engineer had booked one-way tickets to Saudi Arabia. Amazon launched two Bee wearables, and Nvidia’s RTX Spark impressed.

• Sources: Anthropic told investors that its Q3 revenue hit $16.8B, up from $11.5B in Q2, and that it was profitable on an adjusted basis in Q3, ahead of its IPO (ft.com/content/11632d03-358c-454b-af95-d06d407…) (Financial Times)

• Sources: Anthropic told investors that 5% to 7% of its revenue comes from distillation, and that distillation revenue will decline and keep weighing on its numbers this period (theinformation.com/articles/anthropics-rapid-s…) (The Information)

• Filing: Abdulrahman Alfozan, his wife, and a family member booked one-way tickets from the US to Saudi Arabia for October 12; the FBI arrested him on October 9 (bloomberg.com/news/articles/2026-10-14/arreste…) (Bloomberg)

• OpenAI has trained employees to resist spies, including a stranger at a San Francisco playground who quizzed an employee about their work, before federal authorities arrested an employee for planting a listening device (wsj.com/tech/ai/ai-companies-play-cat-and-mous…) (WSJ)

• Amazon launches two AI wearables, the $75 Bee Frontier wristband and $100 Bee Eclipse magnetic phone-attachment recorder, with a $12/month Bee Pro subscription (bloomberg.com/news/articles/2026-10-15/amazon-…) (Bloomberg)

• Amazon’s Bee debuts its first new devices since the acquisition, the $74.99 Frontier and $99.99 Eclipse, undercutting the $159 Plaud Note and $129 Pocket, with $11.99/month Bee Pro adding Amazon.com and Alexa+ integrations (techcrunch.com/2026/10/15/amazons-bee-launches…) (TechCrunch)

• Nvidia’s RTX Spark Superchip in the Surface Laptop Ultra outperforms Apple’s M5 Max MacBook Pro by ~25% in agentic AI completion benchmarks using Qwen models (tomshardware.com/laptops/we-test-the-rtx-spark…) (Tom’s Hardware)

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