Anthropic is receiving investment offers at an $800B valuation according to Business Insider.
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OpenAI’s $852bn valuation is facing scrutiny as it shifts strategy toward enterprise AI, competing with Anthropic while maintaining ChatGPT’s consumer lead. Some investors worry the company is unfocused and vulnerable, especially as Anthropic’s rapid revenue growth challenges its position. The Claude-maker’s annualised revenue surged from $9bn at the end of 2025 to $30bn at the end of March, driven by demand for its coding tools. Anthropic’s business appears to have leapfrogged OpenAI, which hit $25bn in annualised revenue in February, though the companies use different accounting methods to book revenue, making direct comparison difficult. Despite raising $122bn and strong leadership confidence, OpenAI is cutting side projects and prioritizing higher-margin tools like Codex. It is also expanding infrastructure and workforce. However, strategic pivots, abandoned initiatives, and intensifying competition from Anthropic and Google raise concerns about execution and long-term valuation ahead of a potential IPO.
Claude Mythos is Anthropic's newest and most powerful AI model, announced just this week. It is described as "by far the most powerful AI model" Anthropic has ever developed — a step above even the Opus tier models, representing an entirely new tier of capability. Anthropic has deemed the model too dangerous for broad public release due to its extraordinary cybersecurity capabilities. It is currently only available to a select group of partners. Claude Mythos is apparently so good that Bessent and J. Powell summoned the bulge bank CEOs in a meeting to make sure they’re aware of how good Claude Mythos really is. Execs summoned include include $C Jane Fraser, $MS Ted Pick, $BAC Brian Moynihan, $WFC Charlie Scharf, and $GS David Solomon. Jamie Dimon $JPM couldn’t make it. More specifically, the meeting was about Mythos’s offensive and defensive cyber capabilities. Source: Negligible Capital
Blue Owl Capital, often considered a poster child for the private credit boom, closed at a record low as worries grow about the health of the $1.8tn market. The stock fell 1.4% to $8.45, slipping below its previous low from late 2022. It is now down 68% from its all-time high. Source: HolgerZ, Bloomberg