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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

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