Air Street Press released its ninth annual State of AI Report, with author Nathan Benaich describing a three-lab frontier race: Anthropic leads Artificial Analysis's Intelligence Index while Google tops Arena's human-preference ranking. The report cites a controlled study in which changing tools, context and feedback — without touching weights — lifted GLM-5.1's success on 100 SWE-bench Verified tasks from 52.5% to 65.5%, and says Anthropic's internal index credits Claude with 26% of measured model R&D work in August, up from under 1% in February. It also reports that OpenAI and Anthropic's combined annualized revenue run rates reached about $105B by late summer, up from roughly $30B at the start of the year, while Epoch AI estimates the cost of reaching a fixed benchmark score has fallen 47% per quarter since 2023.

Anthropic·OpenAI·Google·+5