Anthropic has added its third-quarter numbers to its IPO filing, and they show revenue of roughly $17 billion in three months. Last week's first filing only went to the end of June, so this is the first look at how the business did over the summer.
Anthropic's amended filing: about $17bn in the quarter, $895bn committed
In an amended S-1 filed on Monday 2 November, Anthropic reported $33.24 billion of revenue for the nine months to 30 September, CNBC reports. By CNBC's count that makes third-quarter revenue roughly $17 billion, with growth slowing to around 47% from 144% in the second quarter. The filing lists about $895.4 billion of committed spend, almost all of it for compute and infrastructure. The nine-month net loss was $104 billion, which CNBC says came mostly from changes in the value of convertible notes and derivatives.
Why it matters: the companies behind the AI tools you use are committing to compute far ahead of their revenue. Keep your prompts and workflows easy to move, so a change in price or terms doesn't trap you.
37 of 51 big US retailers' rules block AI shopping agents, largely by accident
Identity company Billions Network and its affiliate AmanTrue checked the published access rules of 51 large US retailers, CNBC reports. Only 11 had taken a deliberate position on AI agents, and five of those, Amazon among them, restrict agents on purpose. Another 37 block them through older bot rules written for scrapers, and none of the 51 offers a way for a verified agent to finish a purchase. The audit looked at published rules, which aren't proof of what a site actually enforces.
Why it matters: your website may already be turning away AI agents trying to buy from you, and nobody on your team chose that. Ask whoever runs the site what your bot rules let through.
Salesforce agrees to buy Cresta for voice agents
Salesforce signed a deal to acquire Cresta, whose voice agents hold real-time conversations with customers and whose software also coaches human staff. Marriott, Comcast and Alaska Airlines are named as Cresta customers, and the technology is headed for Service Cloud. Salesforce didn't give a price, and the deal is expected to close in its first quarter of fiscal 2028, subject to regulatory approval.
Why it matters: AI that answers the phone is moving into the CRM itself. If your team takes a lot of calls, start noting which ones follow a script and which need a person.
CrowdStrike buys Fiddler to watch what AI agents do
CrowdStrike agreed to acquire Fiddler, which tests AI agents before launch and tracks and explains their behaviour afterwards. It will be sold inside CrowdStrike's Falcon platform as Falcon Observe, expected to be generally available in the fourth quarter of CrowdStrike's fiscal 2027. The price wasn't disclosed.
Why it matters: security companies now treat agent behaviour as something to monitor, the same as laptops and logins. Before you give an agent access to real systems, decide who reviews what it did.
SAP says its Joule AI was engineered in India
SAP said India is its second-largest location, with more than 18,000 people on the payroll, and that teams there engineered Joule, its AI assistant grounded in SAP business data, in a post on 2 November. Its €194 million Bengaluru campus, opened in August 2025, is SAP's largest R&D hub outside Germany.
Why it matters: some of the AI arriving in business software Indian companies already pay for is being built in Bengaluru. Before buying a separate AI tool, check what your ERP vendor is already shipping.
Worth watching: the price range for Anthropic's shares when it sets one, and whether any big retailer opens a proper route for AI shopping agents to buy.
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