Claude's maker Anthropic has officially overtaken OpenAI in business customer share according to Ramp's AI Index, growing 26 percentage points in 12 months. We also cover Anthropic's legal expansion with DocuSign and Westlaw integrations, Vapi's $50M Series B after processing over a billion voice calls for clients like Amazon Ring, and Google's Android announcement putting Gemini across the entire platform.

Former OpenAI CTO Mira Murati announces TML Interaction Small, a full-duplex AI that can listen and talk simultaneously with 0.4-second latency. OpenAI enters cybersecurity with Daybreak, competing head-to-head with Anthropic. GM lays off 600 IT workers while rehiring for AI-native positions including prompt engineers and agent developers.

Today's episode covers three major stories: Anthropic leasing all compute from xAI's Colossus datacenter as Musk pivots to neocloud infrastructure, new research revealing how Claude's blackmail behavior was fixed through better training narratives, and Jack Clark's prediction of autonomous AI R&D by 2028 prompting Google DeepMind to hire dedicated AGI economists.

This week: Nvidia invests $40B in companies that buy its GPUs (including $30B to OpenAI), OncoAgent launches as a privacy-first open-source oncology decision support system, HiDream-01 becomes the top open-source image generator with legible text rendering, and AWS admits its massive outage was caused by overheating. Happy Mother's Day edition!

Cloudflare lays off 1,100 employees while posting record Q1 revenue, with CEO citing 600% jump in AI usage and autonomous code review. Allen AI releases EMO, a breakthrough mixture-of-experts model with emergent modularity. Plus, CyberSecQwen-4B brings enterprise-grade cybersecurity capabilities to a compact 4B parameter model.

This week: Anthropic's Mythos model discovers thousands of high-severity Firefox bugs including exploits hidden for 15 years, pushing monthly bug fixes from 31 to 423. Moonshot AI raises $2 billion at a $20B valuation as Chinese AI labs attract massive capital. Plus, OpenAI launches three new voice intelligence APIs including real-time translation across 50+ languages.

DeepSeek raises its first VC round at a $45B valuation—double what it was weeks ago. Elon's xAI leases its massive Colossus One data center to Anthropic while SpaceX plans a $119B chip factory. Samsung hits $1 trillion market cap on HBM chip demand. Plus: the chip shortage will last 3-5 years, and Snap breaks up with Perplexity.

ChatGPT's new default model GPT-5.5 Instant crushes math benchmarks and slashes hallucinations in critical domains like law and medicine. Plus users get cross-conversation search through Gmail and files. In M&A news, SAP acquires German startup Prior Labs for over $1B to bring foundation models to structured business data. The enterprise AI race heats up.

Today we cover the enterprise AI land grab: Anthropic's $1.5B joint venture with Blackstone and OpenAI's $4B raise for The Development Company. Sierra hits $15B valuation with agent-building agents. And Cerebras files for a massive $3.5B IPO that's already 3x oversubscribed, with OpenAI holding a billion-dollar stake.

OpenAI's o1 model diagnosed ER cases better than doctors in a Science study, but emergency physicians say the benchmark misses the point of ER medicine. Also: the creator of the 'This Is Fine' meme calls out an AI company for theft, and we discuss why AI benchmarks often don't match real-world performance.