Skip to content
Source · Daily Brief

AI Daily Brief — 29 March 2026

Sunday consolidates the week’s biggest threads. The Information reports that Anthropic is in discussions to IPO as soon as Q4 2026 at a $60B+ raise — potentially the second-largest venture-backed listing after SpaceX. Waymo hits 500,000 paid robotaxi rides per week — doubling in under a year, with a 1M/week year-end target. Coverage of Friday’s Mythos fallout, Mistral Voxtral, Meta SAM 3.1 and Z.ai GLM-5.1 keeps trending; ARC-AGI-3 data points humble every frontier model.

Top stories

  • Anthropic eyes Q4 2026 IPO at $60B+. The Information (carried widely Sunday into Monday) reports Anthropic is in discussions to go public as soon as Q4 2026, with bankers expecting a raise above $60B — potentially the second-largest venture-backed IPO ever after SpaceX. The framing arrives directly on top of the Mythos cybersec fallout. via The Information / Investing.com
  • Waymo doubles to 500K weekly rides. Co-CEO confirms 500,000 paid robotaxi rides per week across 10 US cities — roughly 3,000 vehicles, ~4M autonomous miles per week — having doubled in under a year. Year-end target: 1M rides/week. via TechCrunch
  • ARC-AGI-3 humbles every frontier model. Latest ARC-AGI-3 results: every frontier model scores under 1%. Gemini 3.1 Pro leads at 0.37%; Grok 4.2 scores 0%. Symbolica claims 36% on Day 1 via their Agentica framework — but ARC Prize clarifies that result reflects human-crafted targeting, not AGI progress. via ARC Prize / The Neuron
  • Anthropic Mythos cybersec fallout continues. CSO Online, Euronews and ITBrew publish weekend follow-ups to Fortune’s Mythos exclusive. The week’s defining frontier-lab narrative: an unannounced, frontier-class Anthropic model with “unprecedented” cyber capability, exposed through “human error” in CMS configuration, gated to early-access cyber-defence partners. via Fortune

Open-source & research

Sunday’s open-source recap centres on three strong drops still trending from late week: Mistral Voxtral TTS (open-weights, 9 languages, voice cloning from ~5s of audio, ~3 GB RAM footprint, claimed wins over ElevenLabs in blind A/B), Meta SAM 3.1 with shared-memory Object Multiplex, and Z.ai GLM-5.1 (754B/40B-active MoE, 200K context, ~94.6% of Opus 4.6 on Claude-Code coding eval). Meta FAIR — TRIBE v2 ships demo + GitHub + Hugging Face. The Goedel team releases an 8B Lean 4 prover scoring 62% on Verina, Clever and AlgoVeri. METR‘s three-week red-team of Anthropic’s internal agent-monitoring stack remains the weekend’s flagship safety paper. via The Neuron

Money & infra

Periodic Labs — the AI-for-science startup — is in talks to raise hundreds of millions at a roughly $7B valuation, per Bloomberg. Friday’s cybersecurity-stock selloff continues to be absorbed into weekend coverage with CrowdStrike -7%, Palo Alto -6% headline closes. The week’s running infra backdrop holds: NVIDIA Vera Rubin NVL72 rack pricing pegged at ~$7.8M, TSMC 2nm + CoWoS + HBM all sold out through 2026, Stargate Abilene’s 600 MW expansion scrapped (NVIDIA brokering Meta to absorb Crusoe capacity), and DDR5 prices slipping after OpenAI’s $71B SK Hynix LoI is confirmed non-binding.

Policy & courts

Senator Bernie Sanders and Rep. Alexandria Ocasio-Cortez float a proposal for a moratorium on new AI data centres until comprehensive AI regulation passes — coverage picked up by TechCrunch over the weekend. Last week’s White House National Policy Framework for AI continues to anchor legal-press analysis through Sunday; Nippon Life‘s federal suit against OpenAI in the Northern District of Illinois (alleging ChatGPT engaged in unauthorised practice of law) circulates as a new theory of liability against frontier-model providers.

Quiet corners

No first-party shipping from OpenAI, Google DeepMind, xAI, Microsoft AI or Thinking Machines Lab. The week ahead points to Oracle‘s expected restructuring news Tuesday and Anthropic’s $1.5B copyright-settlement claims deadline tomorrow.

By the numbers

  • Anthropic IPO target: $60B+ raise · Q4 2026 window · second-largest VC-backed IPO ever (after SpaceX)
  • Waymo: 500K rides/week · ~3,000 vehicles · ~4M autonomous miles/week · 2× growth in <1 year · 1M/week year-end target
  • ARC-AGI-3 frontier scores: Gemini 3.1 Pro 0.37% · Grok 4.2 0% · all frontier <1%
  • Goedel-Code-Prover (Lean 4): 8B · 62% on Verina / Clever / AlgoVeri
  • Periodic Labs: ~$7B valuation talks

Compiled by AI Feed’s editor from publicly reported announcements on 29 March 2026.