Anthropic ARR likely vertical in October, $100b+ target. GPU rental prices have surged while token prices declined across the AI market. $100b+ year-end ARR looks possible again.
Key points
Anthropic ARR likely went vertical in October after they cut token prices.
GPU rental prices have surged while token prices declined for the entire AI market.
Sources
MSTR Q3 2026 Earnings Call Live Q&A with Analysts
MSTR will host a live Q&A with equity analysts during its Q3 2026 Earnings Call on Thursday, October 29 at 5 PM ET. Analysts include Pete Christiansen (Citi), Nik Cremo (Barclays), and Andrew Harte (BTIG).
Key points
Date and time: Thursday, October 29 at 5 PM ET
Analysts: Pete Christiansen (Citi), Nik Cremo (Barclays), Andrew Harte (BTIG)
Sources
Hermes Agent Advanced Delegation modes plugin added
Hermes Agent adds the new Advanced Delegation modes plugin, letting its orchestrator pick a different model or profile for each subagent from routes you set up. The plugin selects the right model or profile for every job.
Key points
Advanced Delegation modes plugin introduced
Orchestrator can pick a different model or profile for each subagent from routes you set up
Sources
- Original post
- hermes-agent.nousresearch.com - Linked in the post
Anthropic filed S-1 registration statement with SEC
Anthropic filed an S-1 registration statement with the SEC for its proposed IPO. A legal disclaimer notes the filing has not yet become effective.
Key points
Filing: Anthropic filed an S-1 registration statement with the SEC.
Effectiveness: The registration statement has not yet become effective.
Sources
- Original post
- platform.valyu.ai - Linked in the post