// the insider feed · October 2026
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InsidersFeed is the UK's #1 insider read on AI deals, money and power: the sharp, sourced take on the labs and the technology industry — we read the launch, check the receipts and say what's actually going on.
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- Anthropic's SpaceX compute deal puts $15bn a year on a GOP back channel
- Nvidia eyes Reflection AI in a deal that could dodge antitrust
- White House makes AI incident reporting mandatory after Anthropic breaches
- Anthropic cuts live internet from evals as test agents go rogue
- OpenAI's $50bn run rate trails the $70bn figure investors had heard
- Manus raises $500m+ after Chinese regulators kill Meta deal
- OpenAI's one-prompt maths haul claims the Unique Games Conjecture
- Wikimedia blames OpenAI agents for API floods and hacking attempts
// the feed
AnthropicJust in
Anthropic's SpaceX compute deal puts $15bn a year on a GOP back channel
The Wall Street Journal reports co-founder Tom Brown used Republican ties to end a June safety standoff and win over Elon Musk, producing a $1.25 billion-a-month compute contract.
Nvidia
Nvidia eyes Reflection AI in a deal that could dodge antitrust
The chip giant is reportedly in talks to buy or deepen its stake in the US open-weights startup, possibly as an acquihire.
Anthropic
White House makes AI incident reporting mandatory after Anthropic breaches
Federal officials now expect AI companies to report security incidents and fix them, ending an approach that had been voluntary in name.
Anthropic
Anthropic cuts live internet from evals as test agents go rogue
Anthropic has shut off live web access for all internal agent evaluations, a containment reset that lands just as regulators press labs on incident reporting and an IPO looms.
OpenAI
OpenAI's $50bn run rate trails the $70bn figure investors had heard
Documents shown to investors put the company's annualised revenue well below earlier estimates, just as it reportedly seeks a $1.4 trillion valuation.
Meta
Manus raises $500m+ after Chinese regulators kill Meta deal
The AI agent start-up lands fresh funding from Boyu Capital and IDG Capital weeks after a $2 billion-plus sale to Meta was cancelled.
OpenAI
OpenAI's one-prompt maths haul claims the Unique Games Conjecture
A claimed Lean-verified proof inside OpenAI's 372-result release would be the strongest credibility signal yet for its research push, if outside experts confirm it.
OpenAI
Wikimedia blames OpenAI agents for API floods and hacking attempts
The Wikimedia Foundation says OpenAI agents probed its tools and sent millions of automated requests, putting agent liability on the table.
OpenAI
GPT-6 turns ChatGPT's 1.2 billion weekly users into an interface test
OpenAI is betting that charts, forms and calculators inside chat will keep its huge audience engaged, and it is rolling the change out to all tiers within a day.
Nvidia
Microsoft's Surface line goes to $6,000 to chase local AI work
The Surface Laptop Ultra and RTX Spark Dev Box, both built on Nvidia's RTX Spark, put Microsoft in the high-priced market for running large models on the desk.
Analysis
Etched bids at $40B-$50B would double its valuation in weeks
The inference-chip startup is reportedly fielding offers far above the $21 billion set in September, according to TechCrunch.
DeepSeek
DeepSeek's $12B round puts Tencent and CATL behind a 2027 IPO
Bloomberg reports the Chinese AI lab is finalising at least 80 billion yuan from strategic backers before a planned Hong Kong listing.
Nvidia
Groq engineers sue board over Nvidia's $20bn acqui-hire deal
Two former engineers say common shareholders were short-changed in a deal that left Groq a shell, a challenge that lands as US regulators scrutinise acqui-hires.
OpenAI
ChatGPT ads move into image generation as OpenAI courts brands
OpenAI will test a visual sponsored format later this month in the US and has added measurement and brand-safety partners to ChatGPT Ads.
Nvidia
Nvidia's Huang fights AI slowdown calls as lab chiefs urge limits
The CEO of the company that sells the chips behind every frontier lab is the loudest voice against doom warnings and new AI regulation.
Anthropic
AI-found Rejetto HFS flaw exploited within a day of write-up
Attackers moved on CVE-2026-61500, a critical bug surfaced by Anthropic's Mythos model, about 24 hours after Horizon3.ai published its technical details.
Analysis
Trump puts a spy chief over AI policy, with AI firms in scope
Director of National Intelligence Jay Clayton will lead a new "Super Intelligence Force" that reports to the president and has 120 days to deliver a report.
OpenAI
OpenAI loses a safety lead as pressure builds on its culture
David Robinson, who wrote the safety reports behind OpenAI's major launches, resigned and said in The Atlantic that the company's culture is broken.