Anthropic's falling IPO valuation raises stakes for broader AI trade

Anthropic's IPO valuation dropped sharply, prompting investors to question whether AI startups can sustain their valuations and affecting the wider AI trade. The briefing also covers Huawei's HarmonyOS PC Assistant with Office Task Automation, robot identification codes, and a report that Claude Code's "Don't Ask Again" feature allegedly exposed passwords in over a thousand public GitHub files.