| | ADVERTISE | PODCASTS | AI REPORT PRO | | Hey | Welcome to The AI Report — the #1 AI newsletter for business leaders. You don’t need to be technical. Just informed. | 1. 👨🎓 Build AI knowledge you can trust with Guru
2. ⚡️Anthropic buys $3.4B in turbines
3. 💼 The Deployment Report
4. 🔐 Reclaim your privacy today with Incogni
5. 🗞️ The News Bulletin
6. 🎙️ In This Episode…
7. 🤝 Executive AI Roles, powered by Jack and Jill | |
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| | Sponsored by GURU | Stop AI inaccuracy at the source | | AI agents can’t work reliably without accurate company context. When knowledge is scattered or outdated, they guess, then deliver the wrong answer with total confidence. | In this on-demand session, Guru CEO Rick Nucci shows how to build a self-improving knowledge layer: one verified source your people and AI tools share. You’ll learn how to: | Turn a plain-English description of how your team works into agent workflows you approve before they go live Have agents draft knowledge from Slack conversations, meetings and support tickets for an expert to approve Flag stale and duplicate content, then send each item to its owner for review Give Claude, Copilot Chat and Slackbot the same verified answers, with each person’s permissions intact
| Your team sets the direction. Agents handle the upkeep. | |
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| | Latest in AI | | ⚡️Anthropic buys $3.4B in turbines | 🚨 Our Report | Anthropic is spending $3.4 billion on natural gas turbines from Caterpillar, marking a dramatic shift for a company that has historically avoided owning physical infrastructure. The AI lab, which plans to go public this year, is acquiring generators capable of producing 1.7 gigawatts of electricity as demand for AI compute strains available power supplies. | 🔓 Key Points | The purchase came after equipment supplier OnePWR failed to secure financing to complete its original order with Caterpillar, prompting Anthropic to buy directly from the manufacturer rather than risk a competitor acquiring the capacity. Anthropic's S-1 filing disclosed it pays SpaceX subsidiary xAI $1.25 billion monthly through May 2029 for computing power, but grid connection queues and turbine backlogs stretching into the early 2030s may have forced the infrastructure pivot. The move follows Google, Amazon, Microsoft, and Meta announcing plans for massive on-site natural gas plants, with U.S. data centers projected to consume more natural gas than Germany and Japan combined by 2035.
| 🔐 Relevance | For enterprise buyers evaluating AI vendors, Anthropic's infrastructure bet signals both growing vendor stability and exposure to energy price volatility. Analysts project natural gas prices could more than triple by decade's end in some markets. Companies building AI strategies should factor in how their vendors' power dependencies might affect pricing, availability, and long-term reliability. | |
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| | THE DEPLOYMENT REPORT
Sponsored by Agentic Brain, see how they're automating deployment → | Lysol's creative production took weeks and burned budget fast. Here's how AI cut costs 80% and hit 10X speed. | | Steal this: Map your last creative campaign from brief to launch. Count the days spent in ideation, production, and optimization separately. If production eats more than 40% of your timeline, that's your bottleneck. Lysol bypassed physical shoots entirely with synthetic production and compressed optimization from months to two weeks. Pick one upcoming campaign and test AI-generated variations against your baseline. Measure cost per asset and time to launch, then scale what works. | See the full breakdown → | Could AI-generated creative match your best traditional work? | |
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| | EXECUTIVES TOOLS RADAR
In partnership with Atrios | Curated AI solutions for operations, leadership, and enterprise scale. | | 🦾 Automat — Agentic process automation with self-serve AI employees or fully managed automation.
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| | Meta releases Muse Ember, a lightweight model built for agent workloads | Meta Superintelligence Lab dropped Muse Ember, its cheapest AI model to date, priced at 10 cents per million input tokens. The model targets high-volume agent tasks like tool calls, coding subtasks, routing, and document parsing. | Ember is designed to pair with heavier models in agentic systems. Meta describes the split as "Muse Wonder plans, Muse Ember handles the volume," positioning it for customer support, batch processing, and other repetitive execution workloads. The model also processes text, images, audio, and video without requiring separate models for each. | Why it matters: At this price point, Ember undercuts Anthropic's Haiku and OpenAI's Luna while matching open source alternatives like DeepSeek V4.1 Flash. For teams running agents at scale, the cost difference compounds quickly. | See the details → |
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| | THE MONEY | Capital is chasing anything that solves AI's electricity bottleneck. Two deals this week show where serious money is moving: geothermal and hardware-as-a-service for complex systems. As Anthropic drops $3.4B on gas turbines and grid queues stretch into the 2030s, investors are backing companies that bypass traditional infrastructure constraints entirely. | Deals to know: | Fervo Energy (Q3 contracted revenue, $11.9B) -- Enhanced geothermal delivering 50 MW blocks sized for data center halls. On track for 396 MW Google plant by 2028. Investors: Google (anchor customer), public market Nominal (Series C, $240M at $3B valuation) -- AI platform for testing aircraft, reactors, and smart factories. Tripled valuation in 8 months. Investors: Lightspeed, Insight Partners, Founders Fund, Sequoia
| Signal: The market is pricing in a multi-year power crisis. Companies solving energy constraints and infrastructure complexity are commanding premium multiples while pure-play model builders face margin pressure. |
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| | EXECUTIVE AI ROLES | | | Product Designer | AngelList · San Francisco, CA · $240k + + Equity | Design complex financial systems and explore the frontiers of AI-powered workflows. | View role → | | Enterprise Account Executive | Duckbill · San Francisco, CA · $150k-$300k + Equity | Inherit a warm pipeline and sell Skyway—a platform solving the $47B cloud and AI cost crisis. | View role → | | AI Engineer | Withshepherd · San Francisco, CA · $170k-$220k + Equity | Architect agentic workflows and RAG pipelines that price $50M construction projects in seconds. | View role → |
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| | AI NEWS | 🎙️ Eli Bixby, co-founder and Head of ML at Cradle, explains how AI is changing the way scientists engineer proteins, the tiny biological machines behind everything from cancer therapies to laundry detergent. WATCH HERE | | 🔌 POLICY: Australia will force social media platforms to let users opt out of algorithmic feeds, with fines exceeding A$100M for non-compliance as new digital duty of care laws head to parliament. LEARN MORE | | 💰 ECON NEWS: Banks retreat from AI debt deals as market correction erases $2.5T from Nasdaq, with hyperscaler bond spreads widening 50 basis points and lenders now rejecting projects even when backed by Anthropic and Google. FULL STORY | | 💻 MEDIA NEWS: Disney partners with Adobe to build proprietary generative AI models for theme parks, ESPN graphics, and cruise operations, expanding beyond existing OpenAI deal as company targets 20% cost savings. FULL STORY | | 🛡️ SECURITY NEWS: Trump signals openness to AI guardrails after Democratic midterm sweep, reversing September stance when he called AI safety concerns a "hoax" and now stating "I don't mind guardrails" but wants U.S. ahead of China. FULL STORY |
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| | BEYOND AI | We cover AI. These three cover what's around it. | | 📰 TLDR: the most interesting stories in startups, tech and programming, summed up in five minutes. SUBSCRIBE | | 💻 TECHPRESSO: the most interesting tech news and insights in one short daily email, read by 400,000+ professionals. SUBSCRIBE | | 👥 HR FOR HUMANS: corporate news, workplace trends and career tips, curated for HR and people leaders. SUBSCRIBE | Paid recommendations: we may earn a small fee if you subscribe. |
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| | TOGETHER WITH AI REPORT PRO | The Claude Cohort now starts November 18 | In yesterday's free session, the Agentic Brain team answered the question their clients ask most: how do you get Claude to know your company? The four-week Claude cohort goes much further, with live, hands-on sessions where you build your own workflow with the Agentic Brain team, and it now starts November 18. | |
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| | The people have spoken, and yesterday’s results are in: | | Check out the story for the full scoop! |
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| | | Refer a Friend | | Latest episode: Why 250 Million Data Points Aren't Enough for AI (And What Is) → Listen here
Want to reach 400k+ decision-makers? → Sponsor us | Until next time, The AI Report Team. | | P.S. Unsubscribe if you don’t want us in your inbox anymore. |
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