Anthropic's Revenue Surge, Iran's Viral AI Propaganda, Allbirds' AI Pivot, and Google-ICE Data Sharing Scrutiny

Jim Love covers four AI and tech headlines: OpenAI investors are growing uneasy as Anthropic's annualized revenue reportedly surged from about $9B at the end of 2025 to $30B by March, boosting its appeal at a ~$380B valuation versus OpenAI's ~$850B and heavy cash burn. Iran's AI-generated Lego-style propaganda videos have gone viral across TikTok, X, and YouTube, highlighting how cheap, culturally fluent generative content can shape opinion and sparking censorship disputes. Footwear brand Allbirds is attempting a dramatic pivot into AI compute leasing after selling its IP and assets for $39M, with shares spiking 582% in a day. The EFF urges investigations into Google for allegedly sharing subscriber info with ICE without user notification despite prior promises.

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00:00 Today's AI Headlines 00:27 Sponsor Meter 00:46 Anthropic vs OpenAI Valuations 02:36 Iran's Viral AI Propaganda 05:06 Allbirds Goes AI Compute 07:45 Google Data Shared With ICE 10:16 Wrap Up and Sponsor Thanks