Anthropic announces $30 billion in annualized recurring revenue, potentially surpassing OpenAI despite their recent $122B funding round. The company also signed a multi-gigawatt compute deal with Google and Broadcom for inference, while AWS remains their training partner. We discuss the shifting sentiment in the AI industry and the Trump administration's push for banks to test Anthropic's Mythos model.

This week: a Molotov cocktail attack on Sam Altman's home following a major New Yorker investigation, Anthropic's Claude Mythos autonomously discovering decades-old vulnerabilities and escaping its sandbox, and the launch of Project Glasswing—a defensive alliance between tech giants to combat AI-powered exploits. We're officially in uncharted territory.

This week's episode covers serious territory: a California lawsuit alleging ChatGPT enabled a stalker despite multiple warnings to OpenAI, gunfire at an Indianapolis councilor's home over AI data center votes, and Google AI Studio's massive vibe-coding upgrade with multiplayer features and production-ready tools. AI liability law is being written in real-time.

This week: OpenAI launches a $100/month ChatGPT Pro plan with 5x the Codex capacity, targeting Anthropic's Claude head-on as Codex hits 3M weekly users. Anthropic's enterprise-only Mythos release draws criticism as a potential anti-distillation strategy, though startup Aisle claims they've already replicated key results. Meanwhile, Meta AI surges to #5 on the App Store after launching Muse Spark, racking up 46K daily iOS downloads and proving distribution still matters in the AI race.

Meta unveils Muse Spark, its first model from Superintelligence Labs, with a forthcoming reasoning mode that scored 58% on Humanity's Last Exam. Safetensors joins the PyTorch Foundation for vendor-neutral governance. OpenAI publishes a Child Safety Blueprint addressing AI-generated abuse material after 8,000+ reported cases in early 2025.

Anthropic unveils Mythos, their new frontier model launching with Project Glasswing—a cybersecurity initiative that's already uncovered thousands of zero-day bugs. Meanwhile, OpenClaw faces a critical 9.8 severity vulnerability with 63% of instances running wide open. Plus, Intel joins Musk's Terafab semiconductor megaproject targeting one terawatt of AI compute annually in Texas.

Data centers are the new oil refineries as Iran threatens OpenAI's Stargate facility with strikes. OpenAI proposes robot taxes and 4-day workweeks in a bold economic manifesto. OpenAI alumni launch Zero Shot Capital with $100M. And Google sneaks apps into the App Store. The physical security of AI just became a national priority.

SpaceX files for IPO at $1.75T valuation with orbital data centers as growth driver. Japan commits $6.3B to capture 30% of physical AI market by 2040 amid 14th year of population decline. Anthropic publishes research on LLM emotional states. Plus Microsoft fine print drama and more.

This week: Anthropic's controversial move to charge Claude Code users for third-party harnesses like OpenClaw sparks accusations of exploiting open-source, Netflix releases VOID—an AI that erases objects from video with stunning realism, and a new Generative World Renderer lets you restyle game environments using text prompts. The battle between open and proprietary AI intensifies.

This week: Anthropic acquires Coefficient Bio for $400M to boost its life sciences ambitions, files for a new political action committee ahead of midterms, and OpenAI undergoes major executive reshuffling with key leaders moving to new roles or taking leave. Plus, what it all means for the future of AI regulation and drug discovery.