AI Step-Change Alert!

Summary

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX IPO to normies? And of course, the Weekend Longreads Suggestions. Anthropic wins preliminary injunction in DOD fight as judge cites ‘First…

Key takeaways

• Anthropic's leaked 'Claude Mythos/Capybara' model reportedly represents a step-change in AI capability, raising unprecedented cybersecurity concerns and positioning the company for a potential $60B+ IPO as early as Q4 2026.
• Apple plans to open Siri to any AI service via App Store extensions in iOS 27, ending ChatGPT's exclusivity and creating a new App Store revenue stream from third-party AI subscriptions.
• OpenAI surpassed $100M in annualized ad revenue just six weeks after launching its ChatGPT ads pilot, with 600+ advertisers and self-serve access launching in April.

Why this matters

The convergence of Anthropic's leaked frontier model, Apple's AI platform opening, and OpenAI's rapid ad monetization signals that the AI industry is simultaneously hitting new capability thresholds, reshaping platform distribution dynamics, and proving out sustainable B2B and consumer revenue models—all within a single news cycle.

Entities

Show notes

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX IPO to normies? And of course, the Weekend Longreads Suggestions. Anthropic wins preliminary injunction in DOD fight as judge cites ‘First Amendment retaliation’ (CNBC) Exclusive: Anthropic acknowledges testing new AI model representing ‘step change’ in capabilities, after acciden

Themes

• openai
• anthropic