This was a week of platform power plays and financial milestones, as Meta entered the frontier-model race, Google pushed Gemini 4 into more products, and Anthropic's numbers ahead of its IPO drew attention.
Meta released Muse Wonder, its first frontier model, and days later announced a partnership with Apple to run the Muse model on Mac computers. Together the two stories mark a notable shift: Meta is now competing at the frontier, and it is already securing a path to on-device distribution through Apple's hardware.
Google continued the rollout of Gemini 4 Argon, bringing it to Gemini app Pro and Ultra subscribers alongside a new tasks mode, then extending it to Antigravity for AI Pro subscribers. The staggered release suggests Google is prioritising broad availability across its surfaces, with agent-style task handling as the headline feature.
On the business side, Anthropic reportedly reached $16.8 billion in Q3 revenue, up 45% sequentially, according to figures revealed ahead of its IPO. Separately, Anthropic gave METR researchers employee-level access to its systems, a notable step for external safety evaluation. In security, researchers spent six days working on Chromework and built an exploit reaching roughly a billion users, a reminder of how large the attack surface of everyday software remains.
Rounding out the picture, Microsoft said it will lean more on homegrown AI chips to reduce its dependence on Nvidia, and ServiceNow added AI agent controls and employee automation tools, reflecting enterprise demand for governance alongside agent capability.
To watch next week: further details on Anthropic's IPO and how quickly the Meta–Apple integration materialises.