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Anthropic introduces Opus 4.7, a «notable improvement» in performance

Anthropic’s latest model tops the benchmarks, but is not based on Mythos. (Picture: Anthropic)

Keeping their focus on advanced software engineering, Anthropic says the new model especially shows gains on «the most difficult tasks.»

The new Opus should also be better at reading images for designs on interfaces, slides and documents.

Benchmarks posted by Anthropic tells a story of a significantly improved model over Opus 4.6, and jumping ahead of Gemini 3.1 and GPT-5.4 in most cases.

Opus 4.7 is not as powerful as the Mythos model used in «Project Glasswing», being much less capable at cyber skills, having been «differentially reduced» in training. It also automatically detects and blocks «prohibited or high-risk cybersecurity uses.»

Anthropic says they will use what they learn from the 4.7 release to inform a broader release of Mythos.

Read more: Anthropic’s announcement, Axios, and CNBC. Discussion on r/ClaudeAI.

Anthropic rolls out identity verification for some use cases on Claude

Only some rare instances will get verified, says Anthropic. (Picture: Adobe)

There is a strict 18-year age limit for using Claude, and the company can ban accounts that are underage, as well as for usage or service violations.

Anthropic is therefore launching identity controls across Claude, in line with stricter industry standards elsewhere.

Their support page suggests age verification will only happen for «a few use cases» and for «certain capabilities» — but opens the door for simply checking your age.

In order to confirm your identity, Anthropic’s partner Persona Identities only accepts government-issued IDs or driver’s licenses — and none of the data is stored by Anthropic.

They also say they will not train their models on identity data, share them with anyone else, or collect more than they need.

ChatGPT has had age checks since January, but allows for teen use.

Read more: Anthropic’s support page, Age requirement for Claude, discussion on Hacker News.

Google launches macOS Gemini app

Fully featured Gemini, including nano banana and screen sharing — now for the Mac. (Picture: Google)

The Gemini app for macOS took just a few days to prototype and was fully developed in less than a hundred days, Ars Technica writes.

Once installed, it can be launched from the menu bar or by pressing Option+Space on the keyboard.

The app goes a bit further than ChatGPT on the Mac, letting you share your entire screen with Gemini, or just select apps, and otherwise has everything the web interface offers, 9to5Google reports.

The app/window sharing lets Gemini answer questions about spreadsheets, reports, web pages or code bases, Google says.

Read more: Get the app on Google, writeups on 9to5Google, MacRumors and Ars Technica.

Anthropic rebuffs «preemptive» investor offers at $800 billion valuations

Catching up to OpenAI? Sources claim Anthropic doubling in value in latest bids. (Picture: Shutterstock)

With explosive growth and a claimed yearly run-rate of $30 billion, Anthropic is turning out to be a hot stock in Silicon Valley and beyond.

Business Insider is now reporting that the AI lab has received «multiple offers» at valuations of $800 billion, citing anonymous sources.

That would put it closer to OpenAI’s already stellar valuation at $852 billion — signifying peak interest in the AI sector at large and Anthropic specifically.

Anthropic just finished a $30 billion funding round in February at a valuation of $380 billion, meaning the latest offers would more than double the company’s value.

Anthropic then said that their revenue had grown 10x each year since inception, and said in April that customers spending $1 million or more had doubled since that.

It is common for «buzzy startups» to be on the receiving end of «preemptive offers,» Business Insider notes.

Read more: Business Insider, Reuters.

OpenAI announces ChatGPT-5.4-Cyber, a permissive vulnerability researcher

Only the most trusted cybersecurity pros will get access to the advanced model. (Picture: OpenAI)

The new Cyber model has fewer restraints than other available bots to let cybersecurity professionals game out and test for vulnerabilities.

These kinds of tasks would normally get refusals for security reasons, but with Cyber access, developers can go as far as reverse engineering entire apps to poke for bugs.

The model is based on ChatGPT-5.4, but OpenAI says they are expanding the entire Cyber program now «in preparation for increasingly capable models over the next few months […] whose capabilities will rapidly exceed even the best purpose-built models of today.»

The release comes hot on the heels of Anthropic’s Mythos model and «Project Glasswing,» said to be so advanced they won’t release the full model.

To get access to GPT-5.4-Cyber, you have to first verify that you are a cybersecurity professional with OpenAI, and even then you might get «limited» access based on a tier system.

Read more: OpenAI’s announcement, Reuters and Axios.

OpenAI memo touts «Spud,» says Anthropic is «single-product company»

OpenAI has great faith in their upcoming «Spud» model, and thinks Anthropic blew it on compute. (Picture: generated)

Chief Revenue Officer Denise Dresser revealed OpenAI’s priorities going forward in a recent memo seen by The Verge — and it’s all about enterprise and their upcoming model.

— Better model performance lifts the rest of the stack. «Spud» will make all of our key products significantly better, writes Dresser, without giving any timeline for release.

She also touts their compute advantage, saying it will show up in higher token limits, in training stronger models, and as a better fit for multi-year, multi-functional customer needs.

The enterprise markets that OpenAI has been focusing on of late are maturing, she writes, and says customers aren’t necessarily looking for the latest and greatest, but the best fit, the best workflows, and day-to-day operations, where they hope «Spud» will deliver.

She then has some choice words on Anthropic; saying it was a strategic misstep «not to acquire enough compute,» that their focus on coding makes them «a single-product company in a platform war,» and that «their story is built on fear, restriction.»

Read more: The Verge has the memo, Axios, CNBC focuses on the Amazon business.

Meta is building a custom, photorealistic AI avatar of Mark Zuckerberg

Zuckerberg will be able to handle a lot of outreach by turning himself into an AI avatar. (Picture: Shutterstock)

The idea is that the new tool can attend meetings, manage interactions, and provide feedback to employees when Zuckerberg is unavailable, according to The Financial Times (paywalled).

The avatar is training on his image and voice, mannerisms, tone, and public statements, writes The Verge.

Meta has been building photorealistic, 3D animated AI characters «for some time,» Engadget reports, but now seems focused on finishing the Zuckerberg character first. Then the technology might appear as a tool for creators on Meta platforms.

Zuckerberg himself has taken a keen interest in creating the avatar, the FT says. The thought behind the avatar is that «employees might feel more connected to the founder through interactions with it.»

Read more: The Financial Times (paywalled), The Verge, and Engadget

OpenAI expects ad revenue of $2.5 billion this year, and $100B by 2030

If OpenAI continues on its growth trajectory, they project massive earnings from ads. (Picture: Adobe)

Counting on continuing the pace of user growth, OpenAI is banking on ad revenues well above the more cautious estimates of $1 billion, Axios reports, citing sources privy to investor presentations.

The growth to $100 billion revenue will be possible if they hit a target of 2.7 billion weekly users by 2030 — and would put it in contention with some of the world’s largest advertising platforms, notes Reuters.

Behemoths like Google and Meta has advertising revenues of $295 and $196 billion annually as of today, and OpenAI’s planned trajectory would make AI chatbots one of the pillars of online marketing.

Previously, OpenAI shared a projected $100 million revenue from ads after just six weeks of operation, and said they were building a self-serve advertising platform.

Read more: Axios and Reuters.

Sam Altman reflects on AGI and policy after Molotov attack on his home

Altman is calling for a cooling of the debate. (Picture: Shutterstock)

Comparing Artificial General Intelligence to The One Ring from Tolkien’s legendary books, Altman says he understands the heated debate about AI and who controls it:

— A lot of the criticism of our industry comes from sincere concern about the incredibly high stakes of this technology, he writes, and — Once you see AGI you can’t unsee it.

The OpenAI CEO strikes a humble tone in reflecting on the attack, which saw a Molotov cocktail thrown at his house, which luckily bounced away. San Francisco police later apprehended a man in his twenties.

Continue reading “Sam Altman reflects on AGI and policy after Molotov attack on his home”

Amazon CEO explains $200 billion AI spend, has over $15 billion in AI revenue

AI bets are already starting to pay off for Amazon, Jassy says. (Picture: Shutterstock)

Andy Jassy’s annual shareholder letter this year was all about defending their massive, 60% increase in capital spending on AI infrastructure.

— We’re not investing approximately $200 billion in capex in 2026 on a hunch, he writes according to CNBC. — We’re not going to be conservative in how we play this — we’re investing to be the meaningful leader, and our future business, operating income, and [cash flow] will be much larger because of it, he continues.

There are already deals incoming to support this claim, he writes, noting a $100 billion commitment from OpenAI for AI compute on their server farms.

AI server use at Amazon’s cloud unit has reached more than $15 billion in annualized revenue, Jassy writes, and now represents about 10% of the total for AWS, Reuters reports.

Read more: The shareholder letter (long), writeups on CNBC and Reuters.

OpenAI announces $100 ChatGPT Pro plan, with 5x limits by popular demand

Codex growth is off the charts for OpenAI, which is now releasing a custom-made subscription. (Picture: OpenAI)

ChatGPT is on par with Claude subscriptions, now that it has an intermediate Pro subscription tailor-made for Codex use.

This also closes the huge gap between the Plus tier at $20/month and the top Pro tier at $200/month.

Sam Altman says the new tier is by very popular demand. A spokesperson tells TechCrunch that 3 million people are using Codex every week, and it’s growing by more than 70% per month.

To celebrate the launch of the new tier, OpenAI is increasing usage limits for the $100 plan to 10x for Codex, while the $200 plan remains at 20x.

OpenAI will «for sure» reserve stock for retail investors in IPO, CFO says

In an interview with CNBC, Chief Financial Officer Sarah Friar stays mum on specifics of going public, but says their recent funding round showed «really strong demand» from retail investors.

She said other companies, like Block and SpaceX have reserved IPO stock for retail investors and OpenAI will «for sure» do the same thing.

— Everybody wants to own part of a rocket company — I hope everyone wants to own part of ChatGPT. It helps when you’re a consumer brand, Friar told the channel.

She won’t comment on a concrete timeline for going public, but says it’s «good hygiene» for the company to «look and feel and act like a public company.»

An OpenAI IPO could come as soon as the second half of 2026, Reuters reports, and could value the company at up to $1 trillion.

Read more: CNBC, Reuters.

Google’s AI Overview is wrong tens of millions of times per hour, NYT finds

Google gets it right more often than not, but 1 in 10 queries result in errors. (Picture: Adobe)

Sure, the measured accuracy by AI lab Oumi ticks in at a decent 90% — but when you scale it up to the sheer mass of Google’s traffic of more than five trillion searches per year, you get mind-boggling numbers of hundreds of thousands of «inaccuracies» per minute, the New York Times writes.

The test, conducted on the Gemini 3 generation of AI Overviews, was made using the SimpleQA dataset intended to probe for chatbot accuracy. It contains more than 4,000 questions with real, verifiable answers, that was made by OpenAI in 2024, Ars Technica reports.

Google’s AI answer machine pops up on every query these days, but it is difficult to tell precisely which model it uses for each task. For simple web searches, it might well opt for one of the faster Flash models rather than the more advanced Pro. It might also give different answers to the same question just milliseconds apart.

Google also doesn’t like the measurement being used, telling the NYT that «This study has serious holes. It doesn’t reflect what people are actually searching on Google.»

Read more: New York Times, Ars Technica.

Anthropic launches Project Glasswing, greatly advancing cybersecurity

Project Glasswing pokes holes in almost any software, and if it isn’t used defensively now — attackers might soon. (Picture: Anthropic)

Anthropic has been cooking up the Mythos model lately, that internal documents had put as «a sea-change in capabilities,» and was too dangerous to release publicly.

Instead, they are releasing Project Glasswing, having found it to be especially suited for «an effort to secure the world’s most critical software.» It won’t take long for others to catch up, Anthropic says, and this is «an urgent attempt to put these capabilities to work» defensively.

Launch partners include a who’s who of Silicon Valley giants, and Anthropic claims it has already found thousands of vulnerabilities across every major operating system and browser.

The Mythos Preview model scores 93.9% on SWE-bench Verified compared to Opus 4.6 with 80.8%, and on SWE-bench Pro it is 77.8% vs 53.4%.

Smaller actors maintaining critical software will enjoy $100 million in usage credit donations from Anthropic — but for others it will cost a whopping $25/125 per million input/output tokens.