Anthropic's New AI Model, Morgan Stanley on Physical AI, and Apple's Screenless Tracker

This episode of Bloomberg Tech covers the latest developments in artificial intelligence, including Anthropic's release of a more cost-efficient model ahead of its IPO and global discussions on AI safety at the United Nations. The program also explores the emerging sector of physical AI and robotics with insights from Morgan Stanley, while examining market movements such as SoftBank's bond sales and Meta's new AI assistant.

■ Artificial Intelligence Developments
- Anthropic releases Opus 5.5, a faster and cheaper model to address cost concerns for enterprise users.
- Sam Altman and Dario Amodei address the UN Security Council regarding global AI standards and frontier pacing.
- Meta's new AI assistant, Muse, rises to the top of app charts despite ongoing trust challenges.

■ Physical AI and Robotics
- Morgan Stanley strategist Adam Jonas discusses the economic impact of physical AI and the US-China supply chain dynamic.
- Analysis of Tesla and SpaceX's roles in embodied AI and their potential strategic cooperation.
- Regulatory perspectives on the militaristic and societal implications of autonomous robots.

■ Market and Product News
- SoftBank raises billions through junk bonds to fund AI ambitions and OpenAI investments.
- Bessemer Venture Partners launches a record $5.57 billion fund focused on growth-stage AI startups.
- Apple develops a screenless fitness tracker to compete with Whoop and Oura, alongside other upcoming hardware updates.