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Top stories today:
- Apple unveils 14” MacBook Pro, Vision Pro, and iPad Pro with M5 chip
- Claude “Haiku” 4.5 debuts with Sonnet 4-level coding
- Anthropic nears $7B in ARR, projects $9B by year-end
- OpenAI updates Sora 2 with Storyboards, longer video support
- Morgan Stanley stock trading revenue +35%, tops Goldman
- OpenAI leads $1T valuation surge among top 10 AI startups
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. Apple unveils 14” MacBook Pro, Vision Pro, and iPad Pro with M5 chip, available starting Oct. 22
The new MacBook Pro delivers up to 3.5x more AI performance and faster storage than its predecessor.
Starts at $1,599.
Doesn’t include a charger in Europe due to local regulations.
The Vision Pro with an M5 chip delivers 10% more pixels than its original version
Comes with a Dual Knit Band for a more comfortable fit.
Starts at $3,499.
The new iPad Pro includes a new C1X model and an N1 chip
Starts at $999 for the 11” variant and $1,299 for the 13”.
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3. Claude “Haiku” 4.5 debuts with Sonnet 4-level coding at 66% lower cost, 2x speed
Claude 4.5 Haiku scored 8 points below Claude 4.5 Sonnet (Thinking) on Artificial Analysis’ benchmark but is 3x cheaper per token:
Costs $1/M input and $5/M output tokens vs. Sonnet’s $3/$5 per 1M I/O tokens.
Available via Claude Code and Anthropic apps.
Developers can access it through Anthropic’s API, Amazon Bedrock, and Google Vertex AI.
Claude Haiku 4.5 uses more tokens than 4.1 Opus (reasoning mode) on the Artificial Analysis Intelligence Index, but slightly fewer than Sonnet 4.5
The model shows a significant intelligence gain over Claude 3.5 Haiku
4. Anthropic nears $7B in ARR, projects $9B by year-end, $20B-$26B by end of 2026
