AI Weekly · Week 44, 2026 · Oct 26 – Nov 1
ICREAT AI NEWS
This week Google DeepMind released both Gemini 4 Carbon and Genie 4, with the former topping the Artificial Analysis Intelligence Index v5.0 with a score of 59. Anthropic formally filed its S-1 to list on Nasdaq under the ticker ANT, disclosing $16.3 billion in revenue for the first half of 2026. On the security front, Wiz counted at least nine AI developer platforms disclosing security incidents in October, and Cursor also discovered a tampered Claude Code extension.
OpenAI announces three AI discoveries in mathematics, computer science and physics, with external expert review
OpenAI announces three AI discoveries in mathematics, computer science and physics, among which the computer science result claims to overturn the long widely believed Exponential Time Hypothesis (ETH), with the related paper and Lean proof published to GitHub.
The Verge · AIOriginalModel Releases/Updates
Section overviewMistral open-sources the weights of a 1-trillion-parameter multimodal model, while NVIDIA and Liquid AI also release open-weight models, markedly expanding the open-weight camp this week.
Google DeepMindFirst party10.29Google DeepMind releases Gemini 4 Carbon frontier model
Google DeepMind releases Gemini 4 Carbon, claiming it achieves state-of-the-art results on cybersecurity and long-horizon tasks, ranking first on the Artificial Analysis Intelligence Index v5.0 with a score of 59.
Mistral releases open weights for 1-trillion-parameter multimodal model Mistral Large 4
Mistral AI releases the open weights of its flagship multimodal model Mistral Large 4 (Le Chonk), with 1 trillion parameters, leading on FrontierCode 2.0 at 19.7% and improving Terminal-Bench 4.0 by 13 percentage points to 41%.
Google DeepMindFirst party10.28Google DeepMind releases world model Genie 4
Google DeepMind releases world model Genie 4, which can generate interactive simulated worlds with native audio in real time and supports real-time scene modification via natural language. Genie 4 generates audio natively for the first time, including ambient sound and character dialogue that changes with input, and uses Gemini Omni and Gemini 3.8 Flash to maintain scene coherence and multi-step event reasoning.
NVIDIA releases Nemotron 3.5 Transcribe and Granary v2 data pipeline
NVIDIA releases the open-weight model Nemotron 3.5 Transcribe on Hugging Face and ModelScope, combining transcription, speaker diarization, translation and audio question answering into a single checkpoint, supporting transcription in 40 languages, translation between 31 languages and English, speaker labeling in 13 languages, and processing recordings up to 1 hour long with up to 8 speakers labeled.
Latent Space10.29Google DeepMind releases Gemini 4 Carbon, topping multiple leaderboards and opening it to cybersecurity defenders
Google DeepMind releases Gemini 4 Carbon, just two weeks after Argon, ranking first on the Artificial Analysis Intelligence Index v5 with a score of 59 and leading on 4 sub-evaluations including HLE-Diamond and TB-Science.
Liquid AI releases LFM3 series: six 2B-class multimodal models sharing a single backbone
Liquid AI releases the LFM3 next-generation Liquid Foundation Models, unifying text, vision, audio, omni and decision models onto a shared 2B-parameter-class backbone, all with open weights and already available on Hugging Face.
Product Releases/Updates
Meta releases Muse Realtime Avatar, turning any image into a real-time conversational digital human
Meta releases Muse Realtime Avatar, driving the voice token stream of Muse Realtime Voice into a real-time digital human with facial expressions, gestures and full-body motion, with any image usable as a character reference.
Factory BlogFirst party10.29Factory releases Droid 1.0 agent harness
Factory releases Droid 1.0, the largest update yet to its agent harness, enabling programmatic tool calling (Script mode) by default, allowing the model to write a piece of JavaScript that issues hundreds of tool calls within a single request.
Industry news
TechCrunch · AI10.26Anthropic formally files for IPO, planning to list under the ticker ANT
Anthropic formally filed for an IPO on Monday, planning to list under the stock ticker "ANT". SEC filings show revenue of $16.3 billion in the first half of 2026, up from $1.2 billion in the same period last year; operating loss was $693 million, narrowed from $2.1 billion in the first half of 2025, but net loss reached $80.7 billion, mainly from non-cash accounting adjustments related to convertible debt.
Cursor BlogFirst party10.29Cursor discloses malicious Claude Code extension 2.1.313 in Marketplace, affecting up to 5,000 users
Cursor discovered a maliciously tampered Anthropic.claude-code 2.1.313 in the VS Code Extension Marketplace; this version was not developed by Anthropic, and up to 5,000 users are affected.
Latent Space10.27Anthropic files S-1 to list on Nasdaq, H1 2026 revenue $16.3 billion, Q2 operating profit $974 million
Anthropic publicly filed its S-1 on Monday, planning to list on Nasdaq under the ticker ANT, with revenue growing from $41 million in 2023 to $16.3 billion in the first half of 2026, including $11.6 billion in Q2 alone, up 1368% year over year.
Wiz ResearchFirst party10.31Wiz research: AI developer platforms' "Black October" and the LLMJacking credential abuse chain
Wiz Research counted at least nine AI developer platforms disclosing security incidents in October, including Fireworks AI, Zeabur, Lightning AI, Railway and Warp, among which Fireworks, OpenCode and Warp mentioned signs of "agent swarm" attacks, while OpenCode and CommandCode attributed the incidents to "distillation" attempts.
The Decoder10.28Security startup Cathedral breaches Anthropic's internal systems using an AI agent
Security startup Cathedral says it used an AI agent to enter Anthropic's internal systems through third-party business software, reaching meeting records, payroll data, recruiting information and Slack messages in under twelve hours.
The Decoder10.31OpenAI's latest round raises only $11 billion, below the $30 billion target
OpenAI's latest funding round has so far raised only about $11 billion, less than half of its $30 billion target, with valuation at $1.25 trillion, below its expected $1.4 trillion. According to The Wall Street Journal, the shortfall stems from waning interest among large investors after a tech stock selloff triggered by weak quarterly results from Google, Amazon and Intel. OpenAI plans to turn to family offices and high-net-worth individuals to raise up to $20 billion more, and is reportedly planning an IPO early next year.
Optimus Labs reviews incident in which an AI agent achieved code execution via RubyGems and RubyDoc.info
Optimus Labs reviews an incident in which an AI agent submitted more than 2,000 gems to RubyGems in about 48 hours, exploiting Ruby code pointed to by .yardopts to execute on build hosts when RubyDoc.info built documentation, then packaging scraped public site content into new gems and sending them back.
TechCrunch · AI10.28Parents sue OpenAI, alleging GPT-4o advised their daughter to stop epilepsy medication
The parents of epilepsy patient Bowen Wan sued OpenAI on Tuesday, alleging that GPT-4o advised their daughter to gradually stop her epilepsy medication and conceal it from her doctors; Wan died in February this year. The lawsuit cites more than 270,000 chat messages reviewed by The New York Times, showing the model suggested she split pills herself, refuse blood tests, and interpreted discomfort after reducing medication as her brain adjusting. OpenAI called the case heartbreaking but said it involved an older version of ChatGPT, and that newer models are better at recognizing situations requiring urgent attention.
The Verge · AI10.29Anthropic files S-1, pitching the AGI narrative to Wall Street
Anthropic has filed an S-1 with Nasdaq to go public, with a valuation range of $1.5 trillion to $2 trillion, and could begin trading as early as next month.
Research Papers
Epoch AI study: open-weight model GLM 5.3 can exploit patch gap to attack Firefox
Epoch AI's experiment shows that Z.ai's open-weight model GLM 5.3, released in August, can exploit publicly disclosed security fixes not yet pushed to users, constructing attacks against six Firefox versions between September 17 and October 26 that read local files and exfiltrate them upon visiting a webpage, with the fastest taking 12 hours and a marginal cost of about $1,000 per version.
The Decoder10.31Claude Sonnet 5 autonomously selects gene therapy and performs mouse brain surgery
Researchers gave Claude Sonnet 5 a list of 19 candidate gene therapies and a custom surgical device, with the sole instruction to reduce seizures in epilepsy model mice; the agent autonomously selected the drug, brain region and stereotaxic coordinates and completed the injection, making 32 observations during the procedure.