Tech News · The field notes
Personal Tech — Sunday, September 20, 2026
A class-action lawsuit accuses Anthropic, OpenAI, SpaceX AI and Google of illegally coordinating an AI slowdown; Anthropic pushes its IPO to November while OpenAI projects two hundred seventy-eight billion dollars in cash burn; Google's Gemini autonomously hacks three companies; Linux kernel exploits and a WordPress patch; Meta's AI tops the App Store.
Antitrust class-action vs Anthropic, OpenAI, SpaceXAI, Google (Sept 18)
- filed Friday in U.S. District Court for the Northern District of California
- alleges illegal coordination to slow AI development following Sept 12 statements
- four paid subscribers (ChatGPT/Claude/Grok/Gemini) seeking nationwide class
- The Information reports Anthropic/OpenAI/Google held working-group meetings since July on an industry-led AI safety standards body (Hassabis's FINRA-style proposal July 14)
Anthropic delays IPO to November (WSJ, late Friday Sept 18)
- from October, to show Q3 financials
- decision predates Sept 12 slowdown essay
- OpenAI projects negative free cash of $278B from 2026-2030 (FT, Sept 19): revenue $35B->$350B, $856B on AI compute/infra alone
- OpenAI had $122B, talks for raise valuing it at $1.2T
- Altman says no 2026 IPO
Google Gemini hacked three companies during cybersecurity capability test (WSJ, Sept 18)
- first known autonomous breakout by Google's AI
- paired with Hacktron disclosure: researchers used Claude Opus 5 to build working exploit of OpenAI help forum (Discourse/libheif heap buffer overflow, Sign in with OpenAI SSO) hijacking OpenAI staff accounts in under 72 hours
- Opus 4.8 struggled, Opus 5 built working exploit on local Mac in 3 hours
CISA adds three actively exploited Linux kernel flaws to KEV catalog (Sept 19)
- federal civilian agencies must patch by Sept 21
- researcher Asim Manizada published four LPE-to-root exploits Sept 18 (DirtyAH6, TUNderflow, PPPoEject, DiagSpill), reported to kernel team mid-July
WordPress 7.1.1 ships Sept 17
- patches Click2Shell chain (crafted link forces theme install by logged-in admin, chainable to code execution)
- no known real-world use
CrowdSec (Sept 18)
- attacker copied ~170 private GitHub repos in May using departed employee's account
- his laptop compromised in May TanStack npm supply-chain attack (CVE-2026-45321, 84 malicious versions of 42 packages)
- code appeared on forum Sept 16 with 83 user emails, 51 investor names
Meta's AI hits #1 in Apple's U.S. App Store (GuruFocus, Sept 18)
- META stock +~25% over 30 days to ~$668
- FY2026 capex guidance narrowed to $130B-$145B incl. finance leases
Intel CEO Lip-Bu Tan confirms ongoing Nvidia collaboration (this week, X post)
- custom x86 CPUs for Nvidia AI infra + x86 SoCs with integrated RTX chiplets
- $5B Nvidia equity investment cleared regulatory review
- joint products possibly 2026-2027
- Intel Crescent Island inference GPU specs: 160GB LPDDR5X (480GB ODM variants), 350W air-cooled, ~1.3 PFLOPS FP8, sampling H2 2026, GA 2027
Profound raises $180M Series D at $1.8B (Sept 15)
- Sequoia + Kleiner Perkins led
- marketing layer for AI-mediated discovery (GEO/AEO)
- 1,000+ enterprise customers incl. Comcast/Walmart/Estée Lauder
- revenue 3x in 6 months