AI news, 11 November 2026: Anthropic starts its IPO roadshow at an expected $70.00 to $78.00 a share

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toned down Compute 11 NOV

Anthropic starts its IPO roadshow at an expected $70.00 to $78.00 a share

AnthropicClaudeIPONasdaqSEC

Dario Amodei, Anthropic's chief executive, seated on a stage in a blue shirt and glasses, speaking with one arm raised.

Kimberly White / Getty Images for TechCrunch / Dario Amodei at TechCrunch Disrupt 2023 / CC BY 2.0, cropped

Anthropic says substantially all its revenue comes from a limited number of products, primarily its Claude models and Claude Platform applications; the registration is not yet effective.

SOURCEAnthropic · 2 sources

CHECKED11 Nov, 05:37

Compute read

Compute / 11 NOV

Anthropic starts its IPO roadshow at an expected $70.00 to $78.00 a share

The offering is 825,000,000 Class A shares: 801,351,354 from Anthropic and 23,648,646 from existing stockholders, at an expected $70.00 to $78.00 a share.
Anthropic estimates net proceeds of approximately $84.6 billion from the offering and a concurrent Class N private placement, at an assumed $74.00 a share, the midpoint of the range.
The registration statement has been filed with the SEC but is not yet effective, and Anthropic has applied to list on the Nasdaq Global Select Market as ANT.

Anthropic is offering 825,000,000 shares of Class A common stock at an expected price of $70.00 to $78.00 a share, and has started the roadshow for the sale. Anthropic announced it on 10 November, and the amended Form S-1 it filed with the SEC the same day carries the same terms.

Of the shares, Anthropic is selling 801,351,354 and certain existing stockholders are selling 23,648,646. Anthropic says it will receive no proceeds from the stockholders' shares, and expects to give the underwriters a 30-day option on up to 123,750,000 more.

The company has applied to list on the Nasdaq Global Select Market as ANT. The roadshow announcement says copies of the preliminary prospectus may be obtained from Goldman Sachs & Co. LLC or Morgan Stanley & Co. LLC. It also says the registration statement has been filed but is not yet effective.

In the S-1/A, Anthropic estimates net proceeds of about $84.6 billion from the IPO and a concurrent private placement of Class N stock, at an assumed $74.00 a share, the midpoint of the range.

The S-1/A says Anthropic derives substantially all of its revenue from a limited number of products and applications, primarily its Claude models and the applications built on the Claude Platform.

The filing also gives a business update. Anthropic says its run-rate revenue was about $81 billion on 31 October 2026, up $10 billion from 30 September. It says customers spending $100,000 or more over the trailing twelve months grew from more than 950 to more than 11,900 between 30 September 2025 and 30 September 2026.

Run-rate revenue annualizes usage fees for a trailing 28-day period and subscription fees for a single month. The S-1/A says it is not a substitute for GAAP revenue and not a forecast.

What it means for you Our view

The revenue statement in the amended S-1 matters beyond the share price: Anthropic says it derives substantially all of its revenue from a limited number of products, primarily its Claude models and the applications on the Claude Platform. For a business that builds on Claude, that is context for how Anthropic describes its own dependence on those products. The price is described as expected, and the registration is not yet effective, so the terms are not final. If Claude is part of your stack, read the risk factors in the amended S-1 before your next supplier review.

TAGSAnthropicClaudeIPONasdaqSEC

Anthropic · 2 sources tap to close

toned down Tooling 11 NOV

Claude Sheets and Whiteboards enter beta, off by default on Enterprise plans

AnthropicClaudeClaude DataClaude SheetsClaude Whiteboards

A black line drawing of a whiteboard on an easel with a looping scribble, on a peach background.

Image: Anthropic

Anthropic put Claude Sheets and Whiteboards in beta on all paid plans; Claude Data, formerly Dashboards, is generally available and turns on by default for Enterprise on 19 November.

SOURCEAnthropic · 1 source

CHECKED11 Nov, 05:33

Tooling read

Tooling / 11 NOV

Claude Sheets and Whiteboards enter beta, off by default on Enterprise plans

Claude Whiteboards and Claude Sheets are in beta on all paid plans; Claude Data, renamed from Claude Dashboards, is generally available.
Anthropic says Claude Sheets has simple spreadsheet functionality for now; for the full functionality of Excel it points to export to .xlsx or CSV, or to Claude for Excel.
On Enterprise plans Whiteboards and Sheets are off by default and Claude Data turns on by default on 19 November 2026; admins change these under Organization settings > Artifacts.

Claude can now build and edit spreadsheets and run shared whiteboards, both in beta on all paid plans, Anthropic said on 10 November. Dashboards, which launched in beta in October, is now generally available as Claude Data.

Sheets builds and edits spreadsheets with tabs, formulas, formatting and drop-downs, often from a single prompt, according to Anthropic's help article. Each edit is outlined so changes can be tracked, and teammates can edit alongside Claude. Anthropic says the functionality is simple for now and that it is working on adding more. For the full functionality of Excel it points to export to .xlsx or CSV, or to Claude for Excel. It separately says work can also continue in partner tools including Airtable, Asana, monday.com and Smartsheet.

Whiteboards is a shared board where a team brainstorms with Claude. Claude can turn rough notes into a timeline with owners and dates, group sticky notes by theme and draft action items, and boards can be exported to a doc or deck or moved to Lucid, Miro or Vani by Zoho.

Claude Data lets teams ask questions of company data in tools such as Amazon Redshift, BigQuery and ClickHouse. It needs a data connector such as a warehouse or CRM. It adds certified metric definitions marked with a badge (certified queries are in beta), data stories and narrated videos for review before sharing, and live sharing in beta where viewers see only approved queries.

Team plans have all three on by default. On Enterprise plans, Whiteboards and Sheets are off by default, and Claude Data turns on by default on 19 November 2026. Admins change these under Organization settings, then Artifacts. All three work on web, desktop and mobile.

Anthropic's page lists a related update: connectors from Adobe, Atlassian, Box and Notion can open as full apps beside a conversation.

What it means for you Our view

Enterprise admins have a date to act on: Claude Data turns on by default on 19 November 2026, while Whiteboards and Sheets stay off until someone enables them. Claude Data needs a data connector, so it is worth knowing which warehouse or CRM connections it would reach once it is on. Anthropic describes Sheets as simple for now, so judge it on your own spreadsheets and not on a demo. Before 19 November, review the Artifacts setting and try Sheets on one of your own workbooks.

TAGSAnthropicClaudeClaude DataClaude SheetsClaude Whiteboards

Anthropic · 1 source tap to close

Safety 11 NOV

OpenAI pointed Astra at its own code and fixed important vulnerabilities, Brockman says

CybersecurityDaybreakOpenAI

Greg Brockman on how OpenAI uses frontier models for cyber defense: a video from OpenAI on YouTube

Video: OpenAI on YouTube

In OpenAI's 58-second video of 10 November, President and Co-Founder Greg Brockman says it uses itself as "customer zero" to work out which tools and ways of operating help secure it.

SOURCEOpenAI (YouTube channel) · 2 sources

CHECKED11 Nov, 05:34

Safety watch read

Safety / 11 NOV

OpenAI pointed Astra at its own code and fixed important vulnerabilities, Brockman says

Brockman says OpenAI took Astra, pointed it at its own codebase and infrastructure and let it run (0:00).
He says OpenAI found a number of very important vulnerabilities and fixed them (0:06).
He says OpenAI is using itself as "customer zero" to work out which tools and ways of operating help secure the company, and that they are replicable (0:43).

Greg Brockman, OpenAI's president and co-founder, says OpenAI pointed Astra at its own codebase and infrastructure, let it run, found a number of very important vulnerabilities and fixed them (0:06). He says OpenAI is using itself as "customer zero" to work out which tools and ways of operating help secure the company, and that they are replicable (0:43).

He says defenders should always put the latest frontier model into their defensive loop, before the broadly diffused set of models being created across the world can find the same thing (0:19). Brockman says OpenAI is producing playbooks and tools and working with partners to bring the models to defenders (0:24), and that CISOs it has talked to found a very business-critical bug that had been there for a year (0:33).

The 58-second video was published on OpenAI's own YouTube channel on 10 November 2026. Its description says it shows how OpenAI used a frontier model to find and resolve vulnerabilities in its own code and infrastructure. In the transcript Brockman gives no number of vulnerabilities, no severity, no date for the run and no model name other than Astra.

OpenAI's Daybreak page says it verifies applicants and reviews how they plan to use its models before approving access.

What it means for you Our view

This is Brockman's account in OpenAI's own clip. It gives no count of vulnerabilities, no severity, no date and no model beyond Astra, so it cannot be tested from the video. His advice to defenders is to put the latest frontier model into their defensive loop. Separately, OpenAI's Daybreak page says it verifies applicants and reviews how they plan to use its models before approving access to its cybersecurity capabilities. If you run security at your company, pick one codebase you own, run the latest model you can access against it, and record what it finds before you decide how far to rely on it.

TAGSCybersecurityDaybreakOpenAI

OpenAI (YouTube channel) · 2 sources tap to close

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That's today's news: three stories. ExplainedHow net revenue retention is calculated, and what Anthropic's 900% figure covers

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Kimberly White / Getty Images for TechCrunch / Dario Amodei at TechCrunch Disrupt 2023 / CC BY 2.0, cropped

Compute · 11 NOVnarrowed

Anthropic starts its IPO roadshow at an expected $70.00 to $78.00 a share

Anthropic says substantially all its revenue comes from a limited number of products, primarily its Claude models and Claude Platform applications; the registration is not yet effective.

The offering is 825,000,000 Class A shares: 801,351,354 from Anthropic and 23,648,646 from existing stockholders, at an expected $70.00 to $78.00 a share.
Anthropic estimates net proceeds of approximately $84.6 billion from the offering and a concurrent Class N private placement, at an assumed $74.00 a share, the midpoint of the range.
The registration statement has been filed with the SEC but is not yet effective, and Anthropic has applied to list on the Nasdaq Global Select Market as ANT.

Checked 11 Nov, 05:37 · Anthropic · 2 sources

Read the story

Image: Anthropic

Tooling · 11 NOVnarrowed

Claude Sheets and Whiteboards enter beta, off by default on Enterprise plans

Anthropic put Claude Sheets and Whiteboards in beta on all paid plans; Claude Data, formerly Dashboards, is generally available and turns on by default for Enterprise on 19 November.

Claude Whiteboards and Claude Sheets are in beta on all paid plans; Claude Data, renamed from Claude Dashboards, is generally available.
Anthropic says Claude Sheets has simple spreadsheet functionality for now; for the full functionality of Excel it points to export to .xlsx or CSV, or to Claude for Excel.
On Enterprise plans Whiteboards and Sheets are off by default and Claude Data turns on by default on 19 November 2026; admins change these under Organization settings > Artifacts.

Checked 11 Nov, 05:33 · Anthropic · 1 source

Read the story

Watch on YouTubeVideo: OpenAI on YouTube

Safety · 11 NOV

OpenAI pointed Astra at its own code and fixed important vulnerabilities, Brockman says

In OpenAI's 58-second video of 10 November, President and Co-Founder Greg Brockman says it uses itself as "customer zero" to work out which tools and ways of operating help secure it.

Brockman says OpenAI took Astra, pointed it at its own codebase and infrastructure and let it run (0:00).
He says OpenAI found a number of very important vulnerabilities and fixed them (0:06).
He says OpenAI is using itself as "customer zero" to work out which tools and ways of operating help secure the company, and that they are replicable (0:43).

Checked 11 Nov, 05:34 · OpenAI (YouTube channel) · 2 sources

Read the story

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That's today's news: three stories.

ExplainedHow net revenue retention is calculated, and what Anthropic's 900% figure covers

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