Anthropic says AI meets its threshold for accelerating its own research

SITUATION DETECTED: Anthropic amended its IPO filing this morning to say it has formally determined it has met its Responsible Scaling Policy threshold for AI-accelerated R&D, based on the capability jumps it expects from its upcoming models and its current rate of progress.

Anthropic updated its S-1 again this morning. They have now met their Responsible Scaling Policy threshold based on internal estimates that indicate they 'may experience a further increase in the rate of progress' in the imminent future. We are taking off.

They now predict that 95% of Anthropic's R&D will be fully automated by November 2027. This is what Anthropic describes as AL5, fully autonomous RSI. This would have many implications for policy, as this will eventually happen at every lab, not just Anthropic

SITUATION EXPLAINED: Anthropic's IPO filing now says it has crossed its own threshold for AI speeding up AI research. • The threshold is AI roughly doubling the pace of Anthropic's model improvement, and METR estimated it's already about 1.9x since October 2025 • Crossing it triggers stronger safeguards, and Anthropic says it's weighing policy changes "to keep humans in control" • The filing also warns that as Claude speeds up work inside Anthropic, "our organization may lose visibility across certain processes" • The updated filing mentions superintelligence 134 times, up from 3 a week earlier • 900% net revenue retention means existing customers now spend about 9x what they did a year earlier • Revenue hit $16.3B in the first half of 2026, up from $1.16B a year earlier • Anthropic set…