Friday 6 November 2026

Top stories today:
OpenAI’s GPT-6 Cyber debuts with better vulnerability detection
Thinking Machines Lab’s Inkling 2 Small debuts with 594B parameters
Anthropic’s $1.5T IPO valuation faces investor skepticism after selloff
Meta’s Muse adds voice mode for real-time conversations
Zipline raises $1.5B at $21.5B, plans to grow U.S. manufacturing
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. OpenAI’s GPT-6 Cyber debuts with better vulnerability detection, stronger performance
GPT-6 Cyber scored 48.5% on ExploitGym, outperforming GPT-6 Astra, OpenAI said:
The model is also less likely to go rogue and found 81+ “novel” vulnerabilities in Firefox.
It will initially be available to a limited group of customers through the Daybreak Red program.
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3. Thinking Machines Lab’s Inkling 2 Small debuts with 594B parameters, weights coming next week
Inkling 2 Small outperformed MiMo-v2.6-Pro, GPT-6 Luna, and Muse Spark Open on the Artificial Analysis Intelligence Index:
Costs $0.30/$1 per 1M input/output tokens, vs. MiMo-v2.6-Pro’s $0.435/$0.87, GPT-6 Luna’s $0.10/$0.50, and Muse Spark Open’s $1.25/$4.25.
Supports text and image inputs and text output.
It would be the top open model outside China once its weights are released, per Artificial Analysis.
Separately, Thinking Machines Labs is reportedly raising $5B led by Accel at a $45B post-money valuation.
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5. Anthropic’s $1.5T IPO valuation said to face investor skepticism after selloff

3 major investors reportedly said the valuation would likely need to come down, with 1 suggesting it could be closer to $1T.
Anthropic’s Oct. results could soften the blow, some investors believe.
The week before Thanksgiving, Anthropic’s IPO is reportedly planned to take place.
Separately, METR said Anthropic’s models are improving at roughly twice the rate seen between March 2024 and October 2025.
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7. Meta’s Muse adds voice mode for real-time conversations with AI agent, expressive avatars
Initially rolling out in the U.S., the features are available in the Muse app on mobile, web, and Mac.
Separately, Meta indefinitely paused disputed scraping terms following publisher backlash and court injunctions.












