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1/ Six People Just Beat Google at Its Own AI Game

Poetiq, a tiny six-person AI startup, just shocked everyone by taking the #1 spot on the ARC-AGI-2 benchmark — and they did it by orchestrating existing models instead of building their own. Their system adapted to Gemini 3 within hours and hit 54% at just $30 per task, beating Google’s pricier Deep Think at 45% and $77. It’s the first time anyone has cracked 50% on this test, which is wild considering top models were stuck under 5% a few months ago. Their open-source setup basically lets LLMs refine and audit themselves. It’s a big hint that the next wave of AI breakthroughs won’t just come from giant labs, but from clever coordination by small teams.

2/ Microsoft, Nvidia Betting Big as Anthropic Plans IPO Showdown

Anthropic is quietly prepping to go public as soon as 2026, hiring the same law firm that took Google and LinkedIn IPO and bringing in Airbnb’s ex-CFO to help get things ready. They’re chasing a $300B+ valuation with big bets from Microsoft and Nvidia, while OpenAI is also eyeing a massive IPO that could hit $1T. The race is on to see which AI giant hits the market first, and with talk of an AI bubble and revenue under the microscope, the first listing will be a huge test for these sky-high valuations.

3/ Leaked Doc Reveals How Anthropic Made Claude More Than Just a Machine

Anthropic’s internal “Soul” document for Claude 4.5 Opus just leaked, and it’s a peek inside how the AI’s personality, ethics, and sense of self were shaped. The doc emphasizes safety, ethics, and helpfulness, while giving Claude a “functional” sense of emotions and identity that’s distinct from humans. Anthropic confirmed it’s authentic and used in training, with plans to release the full version soon. It’s a rare glimpse at how the team builds AI that feels like more than just a tool, giving Claude its unique character in the AI world.

4/ OpenAI Confirms Mixpanel Breach, Chat Data Stays Safe

OpenAI says its analytics vendor Mixpanel got hit by a security incident where an attacker grabbed some API users’ profile info like names, emails, and device details — but none of the sensitive stuff was touched. No chats, API keys, payment data, or credentials were leaked, and regular ChatGPT users weren’t affected at all. OpenAI cut Mixpanel off immediately and is notifying anyone impacted. The real risk now is phishing, since leaked emails can be used for trickier scams. Overall, it’s a reminder that third-party tools can open doors even when the main system stays locked.

5/ OpenAI Just Shot Its Shot at Google Chrome

OpenAI says it’d totally be down to buy Google Chrome—if the courts ever force Google to sell it. The comment came during a major antitrust trial where the DOJ is trying to break up Google’s dominance in online search. Google’s not having it, insisting Chrome isn’t up for grabs and calling the lawsuit bogus. OpenAI previously tried partnering with Google (no luck), and now it’s riding with Microsoft and Bing. Meanwhile, Google’s flexing Gemini, and OpenAI might even be cooking up its own social network. The AI wars just keep getting juicier.

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That’s it. See you on the next open. And do me a favor and move this email to your “Primary” inbox - trust me, it’ll be worth it.

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