Morning Scan

Anthropic's S-1 is a risk-factor catalog and also a lift for an AI trade that had been limping through October. Regulators are looking at everything from kids' chatbots to prediction markets, and servers, data centers and vendors keep failing.

$5B — The reported valuation TPG is eyeing for Ark Data Centres, as private capital keeps paying up for the physical backbone of AI. (Financial Times)

Machines & Minds

Anthropic IPO warns its AI could blackmail people, become sentient, end humanity

Risk-factor sections are always dramatic, but this one is candid about the product. (Ars Technica)

TPG in talks to buy Ark Data Centres from Elliott at ~$5B valuation (paywall)

Twenty-seven UK and Belgian data centers, one very large check. (Financial Times)

Home Depot wants your AI agent to show some ID first

Retail's CIO is already working on agent identity and cybersecurity, earlier than most. (Business Insider)

Connected World

Kathy Hochul bans bots from cozying up to kids, cracks down on baby monitors

Two bills signed Wednesday target the tech already in kids' bedrooms, and other states are watching. (Fortune)

CFTC sues Utah as battle over prediction market regulation intensifies (paywall)

Federal-versus-state turf war, with lawsuits in both directions. (The Block)

Google begins certifying Registered App Stores for Android, but not in the US

Post-Epic, Google's app ecosystem is getting more complicated, and the US gets a different version of it. (Ars Technica)

A U.K. Budget With 'Breathing Space' in a Time of Rising Energy Costs (paywall)

Burnham's new government is trying to cut household and business bills with interest rates still high. (NYT)

Connected World

Code-execution flaw in UEFI firmware affects most servers on planet Earth

Boot-time bugs are the kind that wreck patch calendars. (Ars Technica)

JetBlue CEO Reaffirms Profit Targets, Says Distressed Bonds Reflect a 'Significant Disconnect'

Shares bounced after earnings eased Chapter 11 fears, but the bond market hasn't fully bought it. (Skift)

BHV Marais Seeks Court Protection Amid Dispute With Landlord Brookfield

The Paris department store filed for judicial reorganization, with its new CEO pointing to missing compensation from the landlord. (WWD)

Connected World

BMW Has Already Moved 1 Million Cars Inside Its Factories Without Drivers

Self-driving's most successful deployment is a car moving itself down a factory line, where nobody honks. (BMWBLOG)