AI Newsletter

Anthropic is internally testing a new flagship model called 'Claude Mythos', described in a 244-page document – but the open-source community accuses Anthropic of raising expectations that its actual open-weights releases fail to meet. In parallel, the Anthropic community is openly demanding more transparency instead of PR-driven communication. Bloomberg reports that Mythos has already raised concerns in cybersecurity circles, as the model could be deployed faster than safely.

Elon Musk's xAI has reportedly held talks with French AI lab Mistral to jointly challenge OpenAI and Anthropic. For Europe, this is sensitive: Mistral is considered the flagship of European AI sovereignty, and an alliance with xAI would jeopardize this status. In the European tech community (r/BuyFromEU), the use of Mistral is simultaneously growing out of deliberate data protection and sovereignty motivation.

On the prediction market Polymarket, Anthropic holds a 94% probability for the best AI model by end of April, while OpenAI has plummeted to 5% – a decline of 5.6% in a single day. In the June forecast, Anthropic leads with 42% ahead of Google (32%), while OpenAI comes in at only 14%. The market behavior with $13.6 million trading volume signals a structural shift in perception of the model competition.

According to SBE Council's 2026 Small Business Tech Use Survey, 82% of small US businesses have already invested in AI tools. At the same time, the PwC AI Performance Study shows that three-quarters of economic AI gains accrue to just 20% of companies – those focused on growth rather than pure productivity. This gap between AI adoption and AI returns is the central strategic challenge for founders and mid-market companies in 2026.

In preparation for its IPO, SpaceX acknowledged in its SEC risk reports that plans for orbital AI data centers as well as lunar and Mars infrastructure may not be commercially viable. The Reddit community responds with sarcastic undertones: what CEOs sell as vision, lawyers must declare as risk. This is a rare moment of unwitting sobriety in AI infrastructure euphoria.