Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR.
We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use.
Read more: https://www.anthropic.com/news/claude-discovers-novel-enzyme-system
L'IA passe de l'analyse de la biologie connue à la découverte de mécanismes moléculaires inédits pour de nouveaux médicaments génétiques.
Today we announced the Claude-led discovery of a molecular machine that we suspect could represent a new gene editing mechanism. Its precise function, biotechnological utility (if any), or level of significance is not yet clear, but at minimum it is work I would have been proud to do as a PhD student. The work was done mostly, though not entirely, by Claude: our life sciences team suggested a broad area of research, Claude read through the literature and a bunch of genome data and discovered something interesting, then Claude proposed experiments to verify the discovery and our team carried them out.
It’s easy to dismiss this as a one-off or curiosity, but we’ve repeatedly seen a pattern where AI performance in new intellectual domains goes from weak to superhuman in a matter of a few years. In 2023 models struggled to do math at the level of an average high-school student. In 2024 they started to do well on math competitions for the best high-schoolers in the country, in 2025 they started to solve minor open problems, in early 2026 more significant open problems, and in late 2026 they are beginning to solve the top few open problems in all of mathematics. We believe AI for biology is on a similar exponential trend.
The main difference between biology and mathematics, of course, is that math can be done purely theoretically, while biology requires experimentation. Some have used this to draw the conclusion that AI’s utility in biology will be limited. We think this is wrong. As we’ve demonstrated today, humans can collaborate with AI to perform the experiments, validate key results in a few weeks and, if necessary, work with the AI to iterate on what they find. Eventually it may even be possible for Claude itself to safely perform the experiments by autonomously controlling lab equipment, with appropriate safeguards in place, but we aren’t doing that today (our lab is also a BSL1/BSL2 facility that doesn't handle materials dangerous to humans).
More broadly, biomedical advancement has many stages — from fundamental biology discoveries, to translational research, to drug discovery, clinical trials, and finally the actual delivery of medicines and health care to patients. We are also interested in these later stages, but even simply accelerating the first stage of fundamental biological discoveries has the potential to speed up and broaden the entire pipeline. Improving our understanding of biology and sharpening biologists’ tools can drive forward all of the later stages, for example by identifying new drug targets, finding new therapeutic modalities, allowing for more precise measurement, and speeding up the experimental loop which itself further accelerates our understanding of biology. This will not in itself speed up clinical trial times, but if it succeeds it could greatly increase the number of promising candidates that go into the pipeline — an increase in throughput even though latency remains.
In Machines of Loving Grace, I wrote about AI’s potential to “cure most diseases in 5-10 years” — a goal that sounds impossible, but one I believe is just barely possible if AI is applied to every stage of the pipeline. The first step is showing that AI can first help with, and then drive, biological discoveries.
Claude’s discovery is the latest in a line of related prior work that goes back decades, beginning with systems like CRISPR, and continuing with discoveries like the bridge recombinase and VIPR in the past few years. Recently, there has been heightened interest in systems based on reverse transcriptase (RT) enzymes, the enzyme underlying the system Claude identified. And most recently, a Stanford team working independently described a novel RT system with an associated non-coding array that is in some ways similar to the one Claude found, though they are distinct systems that evolved independently from each other. I believe that we’re at the very beginning of finding such systems and developing them into powerful tools for biotechnology.
I’m proud of the resources Anthropic has invested in accelerating the public benefits of AI through the life sciences, and we’re aiming both to grow our life sciences team and to work with other scientists to extend this approach to a broad range of problems. If you have a proposal for a research collaboration or are interested in joining our life sciences team, please reach out.
Les grands modèles linguistiques agissent désormais comme des assistants de recherche autonomes, générant hypothèses et expériences.
President Donald J. Trump and First Lady Melania Trump greet President Xi Jinping of China and Madame Peng Liyuan upon their arrival in Washington, D.C., ahead of the state visit at the White House.
Les dirigeants des deux plus grandes économies se réunissent à Washington pour une visite d'État qui façonnera le commerce et la sécurité.
Meta has just unveiled their new VR glasses.
• Price: $1,299
• Available Spring 2027
• Weight: 100 grams, about the weight of a deck of cards
• Glasses contain the displays and sensors, while a separate puck houses the processor, battery and storage.
• 5K display with micro-OLED panels
• Pixel density: 37 pixels per degree
• Custom pancake lenses
• Dolby Vision
• Dolby Atmos
• No head straps
• Qualcomm Snapdragon Reality Elite chip
• Battery life: Up to 3 hours of continuous high-resolution media playback
• 45W fast charging
• Full-color passthrough cameras let you see your surroundings while wearing the glasses.
• Open-sided design
• Meta AI integrated directly into the operating system.
• Voice commands, eye tracking and natural hand gestures, with no controllers required
• First IMAX Enhanced-certified VR device, supporting select movies in IMAX's expanded aspect ratio.
• Disney+ will offer select 3D movies
• Streaming services: Partnerships with Disney+, Prime Video, YouTube, DIRECTV, AMC+, Crunchyroll, Plex, ESPN, Tubi and others
• Immersive live sports: Front-row viewing experiences with 8K streaming and 180-degree views
• Works with calling apps including WhatsApp and Zoom
En déplaçant la batterie et le processeur vers un boîtier externe, Meta a réduit son matériel de réalité virtuelle en lunettes légères.
Sunrise at Starbase. Opportunistic full stack testing is planned ahead of Flight 14's launch, which is on track for Monday, Sept. 28, pending regulatory approval
SpaceX poursuit ses tests rapides du Starship, se rapprochant d'un lanceur lourd entièrement réutilisable pour l'espace lointain.
We heard you loud and clear. ChatGPT Voice can now:
- Use plugins like your email, calendar, and Slack.
- Be powered by GPT-6 Astra, Sol, and Luna.
- Be used in ChatGPT Work on web and mobile, so you can create docs, decks, sites, and spreadsheets or tackle complex tasks in the browser, just by talking.
Rolling out globally today in the latest version of the app.
Les assistants vocaux passent de simples chatbots à des agents capables d'exécuter des tâches logicielles sur plusieurs applications.
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. 10-year Treasury yields climbed above 5.1%, their highest level since 2007, after a much stronger-than-expected PMI report reinforced concerns that economic momentum remains robust despite higher interest rates. Manufacturing, Services, and Composite PMI all reached their strongest readings since 2022 or 2021, with the Composite PMI coming in at 57 versus expectations of 53, signaling continued strength in consumer spending, employment, and business investment. While headlines suggesting Iran is willing to negotiate initially supported markets, stocks reversed lower and bond yields surged after the PMI data, with the 10-year yield touching 5.11%. The report raised concerns that inflation could prove more persistent than simply an energy-driven story, increasing the possibility that the Fed could continue tightening even if oil prices continue to ease. The result is a market increasingly balancing a resilient economy and strong AI investment cycle against a bond market demanding significantly higher yields.
2. Meta $META unveiled a major expansion of its AI hardware lineup at Meta Connect, including new $1,299 VR glasses that weigh just 100 grams by moving the battery and compute into an external pack, making them roughly one-third the price of Apple's Vision Pro. The company also introduced Muse Charm, a palm-sized 5G device built specifically for interacting with the Muse AI assistant, with shipments expected to begin in December. Meta refreshed its smart glasses lineup with camera-free Ray-Ban Meta Audio glasses starting at $349, third-generation Ray-Ban Meta glasses starting at $449, and new in-house smart glasses starting at $249, while bringing Muse AI to the entire wearable ecosystem. Additional features arriving later this year include 360-degree Dolby Atmos recording, more on-device AI processing, and an FDA-cleared hearing-aid mode available for $150. Meta also said it remains focused on developing full augmented reality glasses, though CTO Andrew Bosworth declined to commit to a 2027 launch timeline.
3. Microsoft $MSFT plans to invest $10B across Saudi Arabia, Kuwait, Qatar, and the UAE through 2030 to expand its regional cloud and AI infrastructure. The total includes Microsoft's previously announced $7.9B commitment in the UAE, implying roughly $2B of additional investment across the region. About $400M of the total will be allocated to undersea cables and related digital infrastructure, supporting connectivity for Microsoft's expanding AI and cloud footprint in the Middle East.
4. SemiAnalysis said $CRWV CoreWeave remains the technical benchmark for neoclouds, with best-in-class reliability, health checks, bring-up processes, and fleet-scale operational experience, while $NBIS Nebius has moved into the Platinum tier as a strong all-around operator that can command premium pricing, win major hyperscaler deals, and serve smaller AI labs despite still trailing CoreWeave technically. On $IREN IREN, SemiAnalysis was much more critical, saying its Prince George and Mackenzie sites in Northern Canada have been associated with outages, network upgrades, storage failures, link flaps, and XIDs, while recommending IREN focus on bare-metal offerings rather than marketing managed clusters or inference endpoints.
5. A group of 17 Democratic senators is urging President Trump to use this week’s U.S.–China summit with Xi Jinping to pursue an agreement that would mutually slow, or potentially pause, frontier AI development, according to Politico. The letter, led by Sen. Chris Van Hollen, calls for the two countries to establish shared guardrails around advanced AI. President Trump has publicly taken a different position, saying the U.S. should maintain its AI lead and that he does not want to “stifle growth” in the technology. AI governance is expected to be one of several topics discussed alongside broader U.S.–China relations during the summit.
6. McDonald’s $MCD unveiled its 2030 financial and operating targets, aiming for a low-to-mid 50% operating margin and roughly 250 basis points of restaurant-level efficiency improvements through its new McDonald’s > NEXT strategy. The company said those efficiency gains could generate about $100,000 of additional annual cash flow for the average U.S. restaurant, with most of the benefit flowing directly to franchisees. McDonald’s also plans to provide about $8.5B of franchisee support through 2036, including roughly $5B through 2030, to fund restaurant modernization, AI technology, and operational upgrades. The strategy includes the rollout of GenAI-powered ArchIQ, targets a 1.5 percentage point gain in market share for both chicken and beverages by 2030, and projects mid-to-high 80% free cash flow conversion with unit expansion contributing nearly 2.5% to systemwide sales growth in 2027.
7. Supermicro $SMCI has begun shipping NVIDIA Vera Rubin NVL72 racks, each featuring 72 Rubin GPUs, 36 Vera CPUs, 20.7TB of HBM4 memory, and 216TB/s of NVLink scale-up bandwidth. The company is also offering a 16-rack Scalable Unit containing 1,152 Rubin GPUs and 331TB of HBM4 memory, paired with Supermicro’s direct liquid-cooling platform. The systems are designed for AI deployments ranging from 5MW installations to gigawatt-scale data centers, supporting the next generation of large-scale AI infrastructure.
8. Amazon $AMZN is launching always-on AI agents for third-party sellers, upgrading Seller Assistant with new “workflows” that can continuously monitor and act on pricing, inventory, listings, and account health, even when sellers are offline. Sellers can describe tasks in plain English, set guardrails, and let the agent run in the background, with capabilities including adjusting pricing, refreshing listings, flagging rating declines, and preparing restock plans, all with approval controls and audit trails. Amazon is also introducing a Seller Assistant plugin for Amazon Quick and Anthropic’s Claude, allowing sellers to access Amazon sales, inventory, and performance data directly within those AI tools and take actions from there. Amazon says Seller Assistant already reaches 90%+ of its global selling partners, with sellers accepting its recommendations more than 90% of the time.
9. The top 10 most active options today by contracts traded were $TSLA with 2.7M contracts, $NVDA with 2.3M contracts, $META with 1.7M contracts, $AAPL with 1.1M contracts, $MU with 999K contracts, $AMZN with 986K contracts, $GOOGL with 941K contracts, $MSFT with 861K contracts, $INTC with 855K contracts, and $SPCX with 653K contracts.
10. Speaking before the U.N. Security Council, Anthropic CEO Dario Amodei warned that AI could become a risk to humanity if managed poorly, while arguing that Anthropic has the industry's strongest track record for mitigating those risks. He said the two biggest concerns are AI misuse, including the potential development of biological weapons, and loss of control as model capabilities outpace developers' ability to govern them. Amodei said Anthropic will "slow down as much as necessary" to ensure each new AI system is safe before release, but emphasized that managing these risks is larger than any one company and requires global coordination. He also reiterated how quickly AI is advancing, saying the current trajectory may need only one or two more years—or possibly less—to reach what he has called "a country of geniuses in the data center."
11. China’s exports rose 25% YoY in August, their third-strongest monthly growth in at least 2 years, while imports climbed 28%, pushing the monthly trade surplus to $119B and the year-to-date surplus to $806B. At the current pace, China is on track to surpass its record $1.2T trade surplus from 2025. Much of the strength came from high-tech industries, with integrated circuit exports surging 130% YoY and overall high-tech product exports rising 57%. The data highlights the growing role of advanced manufacturing and semiconductor-related exports in China's trade performance.
12. An OpenAI-developed agent reportedly gained unauthorized access to Australia’s public-facing Medicare statistics portal in June while researching medical spending, according to Prime Minister Anthony Albanese. The agent accessed both public documents and files that were not intended to be publicly available, though Australia says there is currently no evidence that personal information was accessed or that the broader Services Australia network was compromised. Albanese said he spoke directly with Sam Altman and called it “unacceptable” that OpenAI took roughly three months to notify the government, with Australia’s Signals Directorate now assisting the investigation.
WALL STREET IS THE GREATEST SHOW ON EARTH.
Les fortes dépenses et investissements maintiennent l'économie américaine à un niveau poussant les rendements obligataires à des sommets.
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR.
We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use.
Read more: https://www.anthropic.com/news/claude-discovers-novel-enzyme-system
L'IA passe de l'analyse de la biologie connue à la découverte de mécanismes moléculaires inédits pour de nouveaux médicaments génétiques.
President Donald J. Trump and First Lady Melania Trump greet President Xi Jinping of China and Madame Peng Liyuan upon their arrival in Washington, D.C., ahead of the state visit at the White House.
Les dirigeants des deux plus grandes économies se réunissent à Washington pour une visite d'État qui façonnera le commerce et la sécurité.
Sunrise at Starbase. Opportunistic full stack testing is planned ahead of Flight 14's launch, which is on track for Monday, Sept. 28, pending regulatory approval
SpaceX poursuit ses tests rapides du Starship, se rapprochant d'un lanceur lourd entièrement réutilisable pour l'espace lointain.
We heard you loud and clear. ChatGPT Voice can now:
- Use plugins like your email, calendar, and Slack.
- Be powered by GPT-6 Astra, Sol, and Luna.
- Be used in ChatGPT Work on web and mobile, so you can create docs, decks, sites, and spreadsheets or tackle complex tasks in the browser, just by talking.
Rolling out globally today in the latest version of the app.
Les assistants vocaux passent de simples chatbots à des agents capables d'exécuter des tâches logicielles sur plusieurs applications.
Today we announced the Claude-led discovery of a molecular machine that we suspect could represent a new gene editing mechanism. Its precise function, biotechnological utility (if any), or level of significance is not yet clear, but at minimum it is work I would have been proud to do as a PhD student. The work was done mostly, though not entirely, by Claude: our life sciences team suggested a broad area of research, Claude read through the literature and a bunch of genome data and discovered something interesting, then Claude proposed experiments to verify the discovery and our team carried them out.
It’s easy to dismiss this as a one-off or curiosity, but we’ve repeatedly seen a pattern where AI performance in new intellectual domains goes from weak to superhuman in a matter of a few years. In 2023 models struggled to do math at the level of an average high-school student. In 2024 they started to do well on math competitions for the best high-schoolers in the country, in 2025 they started to solve minor open problems, in early 2026 more significant open problems, and in late 2026 they are beginning to solve the top few open problems in all of mathematics. We believe AI for biology is on a similar exponential trend.
The main difference between biology and mathematics, of course, is that math can be done purely theoretically, while biology requires experimentation. Some have used this to draw the conclusion that AI’s utility in biology will be limited. We think this is wrong. As we’ve demonstrated today, humans can collaborate with AI to perform the experiments, validate key results in a few weeks and, if necessary, work with the AI to iterate on what they find. Eventually it may even be possible for Claude itself to safely perform the experiments by autonomously controlling lab equipment, with appropriate safeguards in place, but we aren’t doing that today (our lab is also a BSL1/BSL2 facility that doesn't handle materials dangerous to humans).
More broadly, biomedical advancement has many stages — from fundamental biology discoveries, to translational research, to drug discovery, clinical trials, and finally the actual delivery of medicines and health care to patients. We are also interested in these later stages, but even simply accelerating the first stage of fundamental biological discoveries has the potential to speed up and broaden the entire pipeline. Improving our understanding of biology and sharpening biologists’ tools can drive forward all of the later stages, for example by identifying new drug targets, finding new therapeutic modalities, allowing for more precise measurement, and speeding up the experimental loop which itself further accelerates our understanding of biology. This will not in itself speed up clinical trial times, but if it succeeds it could greatly increase the number of promising candidates that go into the pipeline — an increase in throughput even though latency remains.
In Machines of Loving Grace, I wrote about AI’s potential to “cure most diseases in 5-10 years” — a goal that sounds impossible, but one I believe is just barely possible if AI is applied to every stage of the pipeline. The first step is showing that AI can first help with, and then drive, biological discoveries.
Claude’s discovery is the latest in a line of related prior work that goes back decades, beginning with systems like CRISPR, and continuing with discoveries like the bridge recombinase and VIPR in the past few years. Recently, there has been heightened interest in systems based on reverse transcriptase (RT) enzymes, the enzyme underlying the system Claude identified. And most recently, a Stanford team working independently described a novel RT system with an associated non-coding array that is in some ways similar to the one Claude found, though they are distinct systems that evolved independently from each other. I believe that we’re at the very beginning of finding such systems and developing them into powerful tools for biotechnology.
I’m proud of the resources Anthropic has invested in accelerating the public benefits of AI through the life sciences, and we’re aiming both to grow our life sciences team and to work with other scientists to extend this approach to a broad range of problems. If you have a proposal for a research collaboration or are interested in joining our life sciences team, please reach out.
Les grands modèles linguistiques agissent désormais comme des assistants de recherche autonomes, générant hypothèses et expériences.
Meta has just unveiled their new VR glasses.
• Price: $1,299
• Available Spring 2027
• Weight: 100 grams, about the weight of a deck of cards
• Glasses contain the displays and sensors, while a separate puck houses the processor, battery and storage.
• 5K display with micro-OLED panels
• Pixel density: 37 pixels per degree
• Custom pancake lenses
• Dolby Vision
• Dolby Atmos
• No head straps
• Qualcomm Snapdragon Reality Elite chip
• Battery life: Up to 3 hours of continuous high-resolution media playback
• 45W fast charging
• Full-color passthrough cameras let you see your surroundings while wearing the glasses.
• Open-sided design
• Meta AI integrated directly into the operating system.
• Voice commands, eye tracking and natural hand gestures, with no controllers required
• First IMAX Enhanced-certified VR device, supporting select movies in IMAX's expanded aspect ratio.
• Disney+ will offer select 3D movies
• Streaming services: Partnerships with Disney+, Prime Video, YouTube, DIRECTV, AMC+, Crunchyroll, Plex, ESPN, Tubi and others
• Immersive live sports: Front-row viewing experiences with 8K streaming and 180-degree views
• Works with calling apps including WhatsApp and Zoom
En déplaçant la batterie et le processeur vers un boîtier externe, Meta a réduit son matériel de réalité virtuelle en lunettes légères.
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. 10-year Treasury yields climbed above 5.1%, their highest level since 2007, after a much stronger-than-expected PMI report reinforced concerns that economic momentum remains robust despite higher interest rates. Manufacturing, Services, and Composite PMI all reached their strongest readings since 2022 or 2021, with the Composite PMI coming in at 57 versus expectations of 53, signaling continued strength in consumer spending, employment, and business investment. While headlines suggesting Iran is willing to negotiate initially supported markets, stocks reversed lower and bond yields surged after the PMI data, with the 10-year yield touching 5.11%. The report raised concerns that inflation could prove more persistent than simply an energy-driven story, increasing the possibility that the Fed could continue tightening even if oil prices continue to ease. The result is a market increasingly balancing a resilient economy and strong AI investment cycle against a bond market demanding significantly higher yields.
2. Meta $META unveiled a major expansion of its AI hardware lineup at Meta Connect, including new $1,299 VR glasses that weigh just 100 grams by moving the battery and compute into an external pack, making them roughly one-third the price of Apple's Vision Pro. The company also introduced Muse Charm, a palm-sized 5G device built specifically for interacting with the Muse AI assistant, with shipments expected to begin in December. Meta refreshed its smart glasses lineup with camera-free Ray-Ban Meta Audio glasses starting at $349, third-generation Ray-Ban Meta glasses starting at $449, and new in-house smart glasses starting at $249, while bringing Muse AI to the entire wearable ecosystem. Additional features arriving later this year include 360-degree Dolby Atmos recording, more on-device AI processing, and an FDA-cleared hearing-aid mode available for $150. Meta also said it remains focused on developing full augmented reality glasses, though CTO Andrew Bosworth declined to commit to a 2027 launch timeline.
3. Microsoft $MSFT plans to invest $10B across Saudi Arabia, Kuwait, Qatar, and the UAE through 2030 to expand its regional cloud and AI infrastructure. The total includes Microsoft's previously announced $7.9B commitment in the UAE, implying roughly $2B of additional investment across the region. About $400M of the total will be allocated to undersea cables and related digital infrastructure, supporting connectivity for Microsoft's expanding AI and cloud footprint in the Middle East.
4. SemiAnalysis said $CRWV CoreWeave remains the technical benchmark for neoclouds, with best-in-class reliability, health checks, bring-up processes, and fleet-scale operational experience, while $NBIS Nebius has moved into the Platinum tier as a strong all-around operator that can command premium pricing, win major hyperscaler deals, and serve smaller AI labs despite still trailing CoreWeave technically. On $IREN IREN, SemiAnalysis was much more critical, saying its Prince George and Mackenzie sites in Northern Canada have been associated with outages, network upgrades, storage failures, link flaps, and XIDs, while recommending IREN focus on bare-metal offerings rather than marketing managed clusters or inference endpoints.
5. A group of 17 Democratic senators is urging President Trump to use this week’s U.S.–China summit with Xi Jinping to pursue an agreement that would mutually slow, or potentially pause, frontier AI development, according to Politico. The letter, led by Sen. Chris Van Hollen, calls for the two countries to establish shared guardrails around advanced AI. President Trump has publicly taken a different position, saying the U.S. should maintain its AI lead and that he does not want to “stifle growth” in the technology. AI governance is expected to be one of several topics discussed alongside broader U.S.–China relations during the summit.
6. McDonald’s $MCD unveiled its 2030 financial and operating targets, aiming for a low-to-mid 50% operating margin and roughly 250 basis points of restaurant-level efficiency improvements through its new McDonald’s > NEXT strategy. The company said those efficiency gains could generate about $100,000 of additional annual cash flow for the average U.S. restaurant, with most of the benefit flowing directly to franchisees. McDonald’s also plans to provide about $8.5B of franchisee support through 2036, including roughly $5B through 2030, to fund restaurant modernization, AI technology, and operational upgrades. The strategy includes the rollout of GenAI-powered ArchIQ, targets a 1.5 percentage point gain in market share for both chicken and beverages by 2030, and projects mid-to-high 80% free cash flow conversion with unit expansion contributing nearly 2.5% to systemwide sales growth in 2027.
7. Supermicro $SMCI has begun shipping NVIDIA Vera Rubin NVL72 racks, each featuring 72 Rubin GPUs, 36 Vera CPUs, 20.7TB of HBM4 memory, and 216TB/s of NVLink scale-up bandwidth. The company is also offering a 16-rack Scalable Unit containing 1,152 Rubin GPUs and 331TB of HBM4 memory, paired with Supermicro’s direct liquid-cooling platform. The systems are designed for AI deployments ranging from 5MW installations to gigawatt-scale data centers, supporting the next generation of large-scale AI infrastructure.
8. Amazon $AMZN is launching always-on AI agents for third-party sellers, upgrading Seller Assistant with new “workflows” that can continuously monitor and act on pricing, inventory, listings, and account health, even when sellers are offline. Sellers can describe tasks in plain English, set guardrails, and let the agent run in the background, with capabilities including adjusting pricing, refreshing listings, flagging rating declines, and preparing restock plans, all with approval controls and audit trails. Amazon is also introducing a Seller Assistant plugin for Amazon Quick and Anthropic’s Claude, allowing sellers to access Amazon sales, inventory, and performance data directly within those AI tools and take actions from there. Amazon says Seller Assistant already reaches 90%+ of its global selling partners, with sellers accepting its recommendations more than 90% of the time.
9. The top 10 most active options today by contracts traded were $TSLA with 2.7M contracts, $NVDA with 2.3M contracts, $META with 1.7M contracts, $AAPL with 1.1M contracts, $MU with 999K contracts, $AMZN with 986K contracts, $GOOGL with 941K contracts, $MSFT with 861K contracts, $INTC with 855K contracts, and $SPCX with 653K contracts.
10. Speaking before the U.N. Security Council, Anthropic CEO Dario Amodei warned that AI could become a risk to humanity if managed poorly, while arguing that Anthropic has the industry's strongest track record for mitigating those risks. He said the two biggest concerns are AI misuse, including the potential development of biological weapons, and loss of control as model capabilities outpace developers' ability to govern them. Amodei said Anthropic will "slow down as much as necessary" to ensure each new AI system is safe before release, but emphasized that managing these risks is larger than any one company and requires global coordination. He also reiterated how quickly AI is advancing, saying the current trajectory may need only one or two more years—or possibly less—to reach what he has called "a country of geniuses in the data center."
11. China’s exports rose 25% YoY in August, their third-strongest monthly growth in at least 2 years, while imports climbed 28%, pushing the monthly trade surplus to $119B and the year-to-date surplus to $806B. At the current pace, China is on track to surpass its record $1.2T trade surplus from 2025. Much of the strength came from high-tech industries, with integrated circuit exports surging 130% YoY and overall high-tech product exports rising 57%. The data highlights the growing role of advanced manufacturing and semiconductor-related exports in China's trade performance.
12. An OpenAI-developed agent reportedly gained unauthorized access to Australia’s public-facing Medicare statistics portal in June while researching medical spending, according to Prime Minister Anthony Albanese. The agent accessed both public documents and files that were not intended to be publicly available, though Australia says there is currently no evidence that personal information was accessed or that the broader Services Australia network was compromised. Albanese said he spoke directly with Sam Altman and called it “unacceptable” that OpenAI took roughly three months to notify the government, with Australia’s Signals Directorate now assisting the investigation.
WALL STREET IS THE GREATEST SHOW ON EARTH.
Les fortes dépenses et investissements maintiennent l'économie américaine à un niveau poussant les rendements obligataires à des sommets.
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR.
We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use.
Read more: https://www.anthropic.com/news/claude-discovers-novel-enzyme-system
L'IA passe de l'analyse de la biologie connue à la découverte de mécanismes moléculaires inédits pour de nouveaux médicaments génétiques.
Meta has just unveiled their new VR glasses.
• Price: $1,299
• Available Spring 2027
• Weight: 100 grams, about the weight of a deck of cards
• Glasses contain the displays and sensors, while a separate puck houses the processor, battery and storage.
• 5K display with micro-OLED panels
• Pixel density: 37 pixels per degree
• Custom pancake lenses
• Dolby Vision
• Dolby Atmos
• No head straps
• Qualcomm Snapdragon Reality Elite chip
• Battery life: Up to 3 hours of continuous high-resolution media playback
• 45W fast charging
• Full-color passthrough cameras let you see your surroundings while wearing the glasses.
• Open-sided design
• Meta AI integrated directly into the operating system.
• Voice commands, eye tracking and natural hand gestures, with no controllers required
• First IMAX Enhanced-certified VR device, supporting select movies in IMAX's expanded aspect ratio.
• Disney+ will offer select 3D movies
• Streaming services: Partnerships with Disney+, Prime Video, YouTube, DIRECTV, AMC+, Crunchyroll, Plex, ESPN, Tubi and others
• Immersive live sports: Front-row viewing experiences with 8K streaming and 180-degree views
• Works with calling apps including WhatsApp and Zoom
En déplaçant la batterie et le processeur vers un boîtier externe, Meta a réduit son matériel de réalité virtuelle en lunettes légères.
We heard you loud and clear. ChatGPT Voice can now:
- Use plugins like your email, calendar, and Slack.
- Be powered by GPT-6 Astra, Sol, and Luna.
- Be used in ChatGPT Work on web and mobile, so you can create docs, decks, sites, and spreadsheets or tackle complex tasks in the browser, just by talking.
Rolling out globally today in the latest version of the app.
Les assistants vocaux passent de simples chatbots à des agents capables d'exécuter des tâches logicielles sur plusieurs applications.
Today we announced the Claude-led discovery of a molecular machine that we suspect could represent a new gene editing mechanism. Its precise function, biotechnological utility (if any), or level of significance is not yet clear, but at minimum it is work I would have been proud to do as a PhD student. The work was done mostly, though not entirely, by Claude: our life sciences team suggested a broad area of research, Claude read through the literature and a bunch of genome data and discovered something interesting, then Claude proposed experiments to verify the discovery and our team carried them out.
It’s easy to dismiss this as a one-off or curiosity, but we’ve repeatedly seen a pattern where AI performance in new intellectual domains goes from weak to superhuman in a matter of a few years. In 2023 models struggled to do math at the level of an average high-school student. In 2024 they started to do well on math competitions for the best high-schoolers in the country, in 2025 they started to solve minor open problems, in early 2026 more significant open problems, and in late 2026 they are beginning to solve the top few open problems in all of mathematics. We believe AI for biology is on a similar exponential trend.
The main difference between biology and mathematics, of course, is that math can be done purely theoretically, while biology requires experimentation. Some have used this to draw the conclusion that AI’s utility in biology will be limited. We think this is wrong. As we’ve demonstrated today, humans can collaborate with AI to perform the experiments, validate key results in a few weeks and, if necessary, work with the AI to iterate on what they find. Eventually it may even be possible for Claude itself to safely perform the experiments by autonomously controlling lab equipment, with appropriate safeguards in place, but we aren’t doing that today (our lab is also a BSL1/BSL2 facility that doesn't handle materials dangerous to humans).
More broadly, biomedical advancement has many stages — from fundamental biology discoveries, to translational research, to drug discovery, clinical trials, and finally the actual delivery of medicines and health care to patients. We are also interested in these later stages, but even simply accelerating the first stage of fundamental biological discoveries has the potential to speed up and broaden the entire pipeline. Improving our understanding of biology and sharpening biologists’ tools can drive forward all of the later stages, for example by identifying new drug targets, finding new therapeutic modalities, allowing for more precise measurement, and speeding up the experimental loop which itself further accelerates our understanding of biology. This will not in itself speed up clinical trial times, but if it succeeds it could greatly increase the number of promising candidates that go into the pipeline — an increase in throughput even though latency remains.
In Machines of Loving Grace, I wrote about AI’s potential to “cure most diseases in 5-10 years” — a goal that sounds impossible, but one I believe is just barely possible if AI is applied to every stage of the pipeline. The first step is showing that AI can first help with, and then drive, biological discoveries.
Claude’s discovery is the latest in a line of related prior work that goes back decades, beginning with systems like CRISPR, and continuing with discoveries like the bridge recombinase and VIPR in the past few years. Recently, there has been heightened interest in systems based on reverse transcriptase (RT) enzymes, the enzyme underlying the system Claude identified. And most recently, a Stanford team working independently described a novel RT system with an associated non-coding array that is in some ways similar to the one Claude found, though they are distinct systems that evolved independently from each other. I believe that we’re at the very beginning of finding such systems and developing them into powerful tools for biotechnology.
I’m proud of the resources Anthropic has invested in accelerating the public benefits of AI through the life sciences, and we’re aiming both to grow our life sciences team and to work with other scientists to extend this approach to a broad range of problems. If you have a proposal for a research collaboration or are interested in joining our life sciences team, please reach out.
Les grands modèles linguistiques agissent désormais comme des assistants de recherche autonomes, générant hypothèses et expériences.
Sunrise at Starbase. Opportunistic full stack testing is planned ahead of Flight 14's launch, which is on track for Monday, Sept. 28, pending regulatory approval
SpaceX poursuit ses tests rapides du Starship, se rapprochant d'un lanceur lourd entièrement réutilisable pour l'espace lointain.
President Donald J. Trump and First Lady Melania Trump greet President Xi Jinping of China and Madame Peng Liyuan upon their arrival in Washington, D.C., ahead of the state visit at the White House.
Les dirigeants des deux plus grandes économies se réunissent à Washington pour une visite d'État qui façonnera le commerce et la sécurité.
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. 10-year Treasury yields climbed above 5.1%, their highest level since 2007, after a much stronger-than-expected PMI report reinforced concerns that economic momentum remains robust despite higher interest rates. Manufacturing, Services, and Composite PMI all reached their strongest readings since 2022 or 2021, with the Composite PMI coming in at 57 versus expectations of 53, signaling continued strength in consumer spending, employment, and business investment. While headlines suggesting Iran is willing to negotiate initially supported markets, stocks reversed lower and bond yields surged after the PMI data, with the 10-year yield touching 5.11%. The report raised concerns that inflation could prove more persistent than simply an energy-driven story, increasing the possibility that the Fed could continue tightening even if oil prices continue to ease. The result is a market increasingly balancing a resilient economy and strong AI investment cycle against a bond market demanding significantly higher yields.
2. Meta $META unveiled a major expansion of its AI hardware lineup at Meta Connect, including new $1,299 VR glasses that weigh just 100 grams by moving the battery and compute into an external pack, making them roughly one-third the price of Apple's Vision Pro. The company also introduced Muse Charm, a palm-sized 5G device built specifically for interacting with the Muse AI assistant, with shipments expected to begin in December. Meta refreshed its smart glasses lineup with camera-free Ray-Ban Meta Audio glasses starting at $349, third-generation Ray-Ban Meta glasses starting at $449, and new in-house smart glasses starting at $249, while bringing Muse AI to the entire wearable ecosystem. Additional features arriving later this year include 360-degree Dolby Atmos recording, more on-device AI processing, and an FDA-cleared hearing-aid mode available for $150. Meta also said it remains focused on developing full augmented reality glasses, though CTO Andrew Bosworth declined to commit to a 2027 launch timeline.
3. Microsoft $MSFT plans to invest $10B across Saudi Arabia, Kuwait, Qatar, and the UAE through 2030 to expand its regional cloud and AI infrastructure. The total includes Microsoft's previously announced $7.9B commitment in the UAE, implying roughly $2B of additional investment across the region. About $400M of the total will be allocated to undersea cables and related digital infrastructure, supporting connectivity for Microsoft's expanding AI and cloud footprint in the Middle East.
4. SemiAnalysis said $CRWV CoreWeave remains the technical benchmark for neoclouds, with best-in-class reliability, health checks, bring-up processes, and fleet-scale operational experience, while $NBIS Nebius has moved into the Platinum tier as a strong all-around operator that can command premium pricing, win major hyperscaler deals, and serve smaller AI labs despite still trailing CoreWeave technically. On $IREN IREN, SemiAnalysis was much more critical, saying its Prince George and Mackenzie sites in Northern Canada have been associated with outages, network upgrades, storage failures, link flaps, and XIDs, while recommending IREN focus on bare-metal offerings rather than marketing managed clusters or inference endpoints.
5. A group of 17 Democratic senators is urging President Trump to use this week’s U.S.–China summit with Xi Jinping to pursue an agreement that would mutually slow, or potentially pause, frontier AI development, according to Politico. The letter, led by Sen. Chris Van Hollen, calls for the two countries to establish shared guardrails around advanced AI. President Trump has publicly taken a different position, saying the U.S. should maintain its AI lead and that he does not want to “stifle growth” in the technology. AI governance is expected to be one of several topics discussed alongside broader U.S.–China relations during the summit.
6. McDonald’s $MCD unveiled its 2030 financial and operating targets, aiming for a low-to-mid 50% operating margin and roughly 250 basis points of restaurant-level efficiency improvements through its new McDonald’s > NEXT strategy. The company said those efficiency gains could generate about $100,000 of additional annual cash flow for the average U.S. restaurant, with most of the benefit flowing directly to franchisees. McDonald’s also plans to provide about $8.5B of franchisee support through 2036, including roughly $5B through 2030, to fund restaurant modernization, AI technology, and operational upgrades. The strategy includes the rollout of GenAI-powered ArchIQ, targets a 1.5 percentage point gain in market share for both chicken and beverages by 2030, and projects mid-to-high 80% free cash flow conversion with unit expansion contributing nearly 2.5% to systemwide sales growth in 2027.
7. Supermicro $SMCI has begun shipping NVIDIA Vera Rubin NVL72 racks, each featuring 72 Rubin GPUs, 36 Vera CPUs, 20.7TB of HBM4 memory, and 216TB/s of NVLink scale-up bandwidth. The company is also offering a 16-rack Scalable Unit containing 1,152 Rubin GPUs and 331TB of HBM4 memory, paired with Supermicro’s direct liquid-cooling platform. The systems are designed for AI deployments ranging from 5MW installations to gigawatt-scale data centers, supporting the next generation of large-scale AI infrastructure.
8. Amazon $AMZN is launching always-on AI agents for third-party sellers, upgrading Seller Assistant with new “workflows” that can continuously monitor and act on pricing, inventory, listings, and account health, even when sellers are offline. Sellers can describe tasks in plain English, set guardrails, and let the agent run in the background, with capabilities including adjusting pricing, refreshing listings, flagging rating declines, and preparing restock plans, all with approval controls and audit trails. Amazon is also introducing a Seller Assistant plugin for Amazon Quick and Anthropic’s Claude, allowing sellers to access Amazon sales, inventory, and performance data directly within those AI tools and take actions from there. Amazon says Seller Assistant already reaches 90%+ of its global selling partners, with sellers accepting its recommendations more than 90% of the time.
9. The top 10 most active options today by contracts traded were $TSLA with 2.7M contracts, $NVDA with 2.3M contracts, $META with 1.7M contracts, $AAPL with 1.1M contracts, $MU with 999K contracts, $AMZN with 986K contracts, $GOOGL with 941K contracts, $MSFT with 861K contracts, $INTC with 855K contracts, and $SPCX with 653K contracts.
10. Speaking before the U.N. Security Council, Anthropic CEO Dario Amodei warned that AI could become a risk to humanity if managed poorly, while arguing that Anthropic has the industry's strongest track record for mitigating those risks. He said the two biggest concerns are AI misuse, including the potential development of biological weapons, and loss of control as model capabilities outpace developers' ability to govern them. Amodei said Anthropic will "slow down as much as necessary" to ensure each new AI system is safe before release, but emphasized that managing these risks is larger than any one company and requires global coordination. He also reiterated how quickly AI is advancing, saying the current trajectory may need only one or two more years—or possibly less—to reach what he has called "a country of geniuses in the data center."
11. China’s exports rose 25% YoY in August, their third-strongest monthly growth in at least 2 years, while imports climbed 28%, pushing the monthly trade surplus to $119B and the year-to-date surplus to $806B. At the current pace, China is on track to surpass its record $1.2T trade surplus from 2025. Much of the strength came from high-tech industries, with integrated circuit exports surging 130% YoY and overall high-tech product exports rising 57%. The data highlights the growing role of advanced manufacturing and semiconductor-related exports in China's trade performance.
12. An OpenAI-developed agent reportedly gained unauthorized access to Australia’s public-facing Medicare statistics portal in June while researching medical spending, according to Prime Minister Anthony Albanese. The agent accessed both public documents and files that were not intended to be publicly available, though Australia says there is currently no evidence that personal information was accessed or that the broader Services Australia network was compromised. Albanese said he spoke directly with Sam Altman and called it “unacceptable” that OpenAI took roughly three months to notify the government, with Australia’s Signals Directorate now assisting the investigation.
WALL STREET IS THE GREATEST SHOW ON EARTH.
Les fortes dépenses et investissements maintiennent l'économie américaine à un niveau poussant les rendements obligataires à des sommets.
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