AI Newsletter

Anthropic has officially confirmed 'Claude Mythos Preview' – a model that has discovered thousands of zero-day vulnerabilities in every major operating system and browser. Instead of releasing it publicly, Anthropic is organizing a 40-company coalition for purely defensive use under Project Glasswing. This is the first time an AI lab has deliberately withheld a completed model due to excessive damage potential – a precedent for AI security policy.

Anthropic's annual recurring revenue (ARR) has broken the $30 billion mark – a growth rate that even surpasses OpenAI's pace in comparable phases. Polymarket sees Anthropic with 92% probability as the owner of the best AI model by end of April. The combination of technical leadership (Mythos), new compute capacity (Google/Broadcom deal for multiple gigawatts of TPU starting 2027), and revenue growth solidifies Anthropic's position as currently the strongest AI company.

Broadcom has signed expanded chip agreements with Google and Anthropic; Mizuho analysts estimate resulting AI revenue at $21 billion. The deal includes multiple gigawatts of next-gen TPU capacity starting 2027 and shows how the chip layer of AI infrastructure is increasingly controlled by few vendors. For the market, this means growing concentration of AI value chain among Broadcom, Google, and Anthropic.

Matthew Gallagher founded Medvi with his brother in just two months, with $20,000 seed capital and over a dozen AI tools – valued today at $1.8 billion. The case illustrates paradigmatically how AI dramatically lowers founding costs and timelines, challenging classical venture capital logic. According to NYT, entrepreneurs can now achieve enormous scaling with minimal teams – a structural shift for the entire startup ecosystem.

Mistral has released Mistral Small 4 under the permissive Apache-2.0 license, enabling full commercial usability without restrictions. Simultaneously, Mistral positions itself according to ESG.ai as a European 'Sovereign AI' provider offering governments complete control and auditability – a USP versus OpenAI and Anthropic. The move strengthens Mistral's role in the global open-weight race and directly addresses growing demand for AI sovereignty in government and defense.