Articles tagged “Anthropic”
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OpenAI Burned $3.7B in Q1 2026
OpenAI posted $5.7B in Q1 2026 revenue but burned $3.7B in the same period, running a –122% adjusted operating margin as ChatGPT user growth stalled near 905M weekly actives.
Zhipu Surges 33% as Z.ai Ships GLM-5.2
Zhipu stock soared 33% on JPMorgan's upgrade as Z.ai released GLM-5.2 — a 1M-token, MIT-licensed coding model with no launch benchmarks.
France Drops Palantir, Pledges €655M for Sovereign AI
French PM Sébastien Lecornu announced €655M in new AI spending and confirmed the DGSI will drop Palantir, citing fears of over-reliance on US tech providers.
OpenAI Confidentially Files for IPO at $852B Value
OpenAI filed confidential IPO paperwork with the SEC on June 8, 2026. The ChatGPT maker is valued at $852 billion and could go public as soon as Q4 2026.
Anthropic ID Checks May Unlock Fable for US Users
A US export control directive forced Anthropic to cut off Fable 5 and Mythos 5 for all users. A new privacy policy update taking effect July 8 may offer a workaround for US consumers.
Jefferies Warns AI Rally Faces Correction Risk
Jefferies' Christopher Wood flags elevated correction risk for AI stocks as SpaceX's $1.77 trillion IPO, rising bond yields, and concentrated positioning in Nvidia and TSMC test investor appetite.
Anthropic Fable 5 Ban: US Blocks Foreign Access
The US government ordered Anthropic to suspend Fable 5 and Mythos 5 on June 12, 2026. Canadian PM Mark Carney called it proof that overreliance on any single AI provider is dangerous.
Anthropic SEC IPO Filing: Revenue Dispute With OpenAI
Anthropic filed its IPO prospectus with the SEC on June 1, 2026, beating rival OpenAI to the punch — even as OpenAI tells investors Anthropic overstates revenue by billions.
Microsoft Blocks Claude Fable 5 Over Data Retention
Microsoft pulled Claude Fable 5 from its internal GitHub Copilot model picker after Anthropic's new retention policy raised concerns about customer and confidential data.
OpenAI Eyes Price Cuts as AI Token Costs Hit Enterprise Budgets
Sam Altman says AI costs went from a non-issue to a crisis almost overnight. OpenAI is weighing steep price cuts as Uber, Walmart, and others hit token budget limits hard.
Anthropic Pledges $200M to Study AI Job Impact
Anthropic announced a $200M investment to study AI's effect on jobs and the economy, alongside policy proposals from CEO Dario Amodei including universal basic income and capital gains tax increases.
OpenAI Files Confidential IPO Paperwork With SEC
OpenAI filed confidential IPO paperwork with the SEC, joining Anthropic and SpaceX in a push toward public listings. No timeline has been set.
Visa Embeds Payment Network in ChatGPT for AI Shopping
Visa plugged its payment network into ChatGPT on June 10, 2026. AI agents can now shop and complete purchases on a user's behalf at any Visa-accepting merchant.
Cheaper AI Models Gain Ground as Costs Rise
Legal AI startup Harvey cut inference costs by 3x in a live test with Fireworks AI. Coinbase's Brian Armstrong predicts 80% of workloads will run on 99% cheaper models within 12–18 months.
Anthropic Launches Claude Fable 5 With Safety Caps
Anthropic released Claude Fable 5, its most capable publicly available model, alongside a restricted Mythos 5 variant for cyberdefenders and infrastructure providers via Project Glasswing.
Cognition Raises $1B at $25B Valuation
Cognition closed a $1B+ round at a $25B pre-money valuation, more than doubling its $10.2B post-money valuation from eight months ago, as Devin hits $492M ARR.
Microsoft and Google Challenge OpenAI in AI Coding
Google and Microsoft are accelerating their AI coding model efforts to close the gap on Anthropic and OpenAI, making developer tooling the sharpest competitive front in enterprise AI.
Alexandr Wang's Open Letter to AI Labs: What It Means
Scale AI CEO Alexandr Wang, Meta's highest-paid employee, issued a public challenge to the major AI labs—here's what the move signals about where model accountability is heading.