Anthropic Bought a Drug Company in July. It Waited 3 Months to Tell Anyone.

Today's stories share one thread: who is really doing the work, and who is quietly getting paid for it. An AI company went into the drug business, advertisers found a way to pitch your AI assistant instead of you, and the people who watched the last big fraud are warning about the next one.

Wall Street is preparing for what could become one of the biggest AI IPOs in history. But ordinary investors may have to wait until shares begin publicly trading to participate directly.

Meanwhile, three publicly traded companies could offer exposure to the AI infrastructure and investment boom surrounding Anthropic. Two are familiar names. The third is a lesser-known company that many investors haven't connected to the story.

A new, free briefing reveals all three tickers, potential entry prices, and a bonus fourth company holding thousands of patents tied to the AI race.

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What happened: Anthropic published an update on its early drug development work saying Claude is now working inside real programs at six organizations, including Bristol Myers Squibb, Generate Biomedicines and Enveda. The same update revealed that Anthropic bought Mithril Medicine, a one-person company run by Cody Tranbarger, back in July. Tranbarger used Claude to coordinate contracts, logistics and experiments across 11 outside labs for a treatment aimed at a rare childhood muscle disease. The work is still preclinical, which means it has not been tested in humans, and the mouse study was a small pilot.

Why it matters to you: The real lesson is not "AI cures disease." It is that one person with deep knowledge of their field plus AI did coordination work that used to take a team. Anthropic's own report also admits Claude made mistakes that reached outside labs in drafted emails. That is the pattern for your business too: AI does the paperwork and drafting, and a person who knows the subject has to check it before it goes out.

What to do about it: Pick one admin-heavy task this week, let AI draft it, and have the person who knows the topic review it before it ships.

What happened: The Information reports that publishers are adding sponsored blocks to machine-readable versions of their pages, meant for AI agents rather than people. Digiday has covered TIME serving these kinds of ads. The motive is simple: AI assistants read articles and answer questions without sending readers to the site, so the publisher loses ad and subscription revenue. Google has also said it is putting ads into AI Mode follow-up questions, and OpenAI has been expanding ads in ChatGPT.

Why it matters to you: If you use an AI assistant to research vendors, software or suppliers, a paid message may have been in the material it read before it gave you a recommendation, and you would never see it. A sponsored claim is not automatically false, but it should not pass as independent research.

What to do about it: When AI recommends a product or vendor, ask it for the sources and click through to at least one before you buy.

Most business owners I talk to are great at their craft and stuck running their sales process on their own time and energy. That is exactly what the Epic Marketing Summit is built to fix. It is a 2-day live event in Miami in January 2027, and you do not sit through theory. You build a working AI-powered sales funnel and vibe code your own AI app on site, so you leave with a finished asset, not a notebook of ideas you still have to go implement.

Last year's event sold out, and this year has a bigger AI focus. I wasn't there last year and I had major FOMO, because I know a lot of the trainers and they weren't talking theory. They had actually done the work. I'm going in January, and if you're serious about building leverage into how you sell, I'd like to see you there too. Grab your spot here.

What happened: Tyler Shultz, who helped expose Theranos, told TechCrunch that the AI boom is a great opportunity for people to deceive others. His concern is that AI is hard for outsiders to inspect, which makes it easy to claim results nobody can easily check.

Why it matters to you: You are being pitched AI tools, agencies and "AI-powered" services constantly. Plenty are real. Some are a demo and a promise. The less you can see how something works, the more proof you should ask for.

What to do about it: Before paying for any AI product, ask for a paid-customer reference and a trial on your own real data.

What happened: OpenAI, Anthropic, Google and Microsoft have agreed to support a shared signal in a website's robots.txt file that lets site owners opt out of AI training across multiple companies at once, according to Thurrott. Before this, opting out meant handling each company separately.

Why it matters to you: If you publish original content on a website, you get a simpler way to say you don't want it used for training. Whether each company actually honors it is the part worth watching.

What to do about it: Ask whoever manages your website whether they can add the opt-out once it is available.

What happened: OpenAI announced that eligible Pro and Business subscribers can claim up to $500 a month in API credits to build apps and agents. Unused credits expire.

Why it matters to you: If you already pay for one of those plans, you may have free credit to try a simple automation, like a customer reply drafter or a lead sorter. Most owners will never claim it.

What to do about it: Check your plan settings to see whether you are eligible, and only claim it if you have a specific small project in mind.

If you have been running your business mostly alone, the thing you may be missing is not another tool. It is a room. I have been a member of the Ignite Mastermind for over 3 years, and it has been a vital part of how I have grown my business. Some of my closest friends and a few real business partners came directly out of being in that room.

It is an annual membership built for entrepreneurs still under $1 million a year, with 6 to 8 live workshops, 2 in-person events, a marketing software suite and weekly calls with Perry Belcher and his team. As a bonus, I add monthly accountability and business development calls with me personally. If you are looking for a mastermind to move you to your next milestone, this is where I would point you. See what is inside Ignite here.

What happened: A presidential order signed October 28 says foreign-made robotics and industrial machinery could threaten national security, per Ars Technica. No new fees start right away. Instead, trade talks begin, and other countries have 180 days to reach deals before tariffs could follow. The catch is that the US does not make enough robots itself, which could hit automakers and other manufacturers.

Why it matters to you: If you buy equipment, automation or machinery from overseas, prices could rise in about six months. Most small businesses will feel this indirectly, through suppliers.

What to do about it: If you have a big equipment purchase planned, get quotes now and ask suppliers how they would handle a price change.

Look at today's list again. AI is doing real work in a drug lab, and it still makes mistakes that a human has to catch. AI assistants are being pitched to without you in the room. A fraud expert says the hype is the cover. None of this means stop using AI. It means know who checked the work, who paid for the message, and what you can verify yourself. Stay curious, stay skeptical, and keep your hand on the bar. That is how we stop the rollercoaster.

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Talk tomorrow,
Mark Shilensky

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