Wednesday 23 September 2026

Top stories today:
Claude Opus 5.5 debuts as Anthropic’s 1st model since Dario’s call
OpenAI’s GPT-6 Sol, Luna debut with gains at 50% lower cost
Apple to develop screenless health tracker similar to Whoop
Micro1 to raise $100M+ at $4B valuation as ARR tops $500M
Binance acquires $100M Circle stake, signs 5-year deal for USDC
0. Data & 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. Claude Opus 5.5 debuts as Anthropic’s first model since Dario Amodei’s call to slow AI development
Claude Opus 5.5 topped the Artificial Analysis Intelligence Index, surpassing Fable 5.1:
Costs $4/$20 per 1M input/output tokens, -20% from Opus 5, vs. GPT-6 Astra’s $10/$50 and Muse Spark 1.3’s $1.25/$4.25.
Features enhanced safeguards to combat risky behavior, Anthropic said.
Anthropic has also raised its 5-hour usage limits by 20% on Pro, Max, and Team plans and introduced a rate-limit reset for subscribers.
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3. OpenAI’s GPT-6 Sol, Luna debut with performance gains at 50% lower cost than GPT-5.6
GPT-6 Sol scored 48 on the Artificial Analysis Intelligence Index, while GPT-6 Luna’s score remained unchanged:
GPT-6 Sol costs $2/$10 per 1M input/output tokens, vs. Muse Spark 1.3’s $1.25/$4.25, Grok 4.7’s $2/$6, and MiMo-V2.6 Pro’s $0.435/$0.87.
GPT-6 Luna costs $0.10/$0.50, vs. Gemini 3.8 Flash’s $0.75/$3.75 and DeepSeek V4.1 Flash’s $0.006/$1.20 (peak rate).
GPT-6 Sol makes 50% fewer mistakes than GPT-5.6 Sol, OpenAI said.
GPT-6 Sol and Luna both hallucinate less than their predecessors at max effort
Separately, OpenAI plans third-party safety evaluations across its AI model development and deployment.
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5. Apple said to develop screenless health tracker similar to Whoop
Apple is now reportedly developing prototypes after exploring the category for several months.
The project remains in a preliminary phase, and the device likely won’t debut before 2028 if Apple proceeds with a release.
Garmin shares -2.5% to a session low on the news but pared losses to close Tue. +2%, while Apple rose as much as 1% before closing +0.23%.
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7. Micro1 said to raise $100M+ at $4B valuation as ARR tops $500M

Two xAI co-founders are reportedly participating in the round.
Microsoft, Amazon, and 1X are among its customers.













