Eight weeks after Dario Amodei walked out of the Pentagon, the AI trade looks different. OpenAI is missing revenue targets, Anthropic is at a US$30 billion run-rate and racing toward an October listing, and the case for two trillion-dollar AI companies is suddenly contested. Is the AI bubble starting to pop? When the Wall Street…
Oil is behaving like oil in a war should behave. With the Strait of Hormuz effectively shut and around a fifth of global oil flows caught in the line of fire, crude has surged to levels not seen in roughly two years. Reuters reported that U.S. crude jumped more than $10 in a single day,…
OpenAI released GPT-5.5 on Thursday, pushing its latest frontier model to hundreds of millions of ChatGPT and Codex users barely six weeks after the debut of GPT-5.4 — a cadence of upgrades that is starting to feel less like product launches and more like rolling infrastructure deployment. The San Francisco company introduced the new model…
The week ending February 28, 2026 will likely be studied in business schools for a generation. Within a single Friday afternoon, President Donald Trump banned a major American AI company from all federal contracts, the Pentagon designated that same company a national security risk on par with foreign adversaries, and its biggest competitor swept in…
Anthropic has taken the unusual step of withholding its most capable AI model from the public, not because it underperforms, but because it works too well. Claude Mythos Preview, announced Tuesday as part of a new industry initiative called Project Glasswing, has demonstrated cybersecurity capabilities so advanced that the company has concluded a general release…
Claude Fable 5 is back. On July 1, 2026, Anthropic restored global access to its most capable publicly available model, 18 days after a US government export-control directive forced it offline — the first time a frontier AI model has been switched off, and back on, by regulatory order. The US Commerce Department lifted the…
Anthropic released Claude Sonnet 5 on Tuesday, positioning the model as a budget-friendly alternative to its flagship Opus line just as the AI lab barrels toward a long-anticipated initial public offering. The company is calling Sonnet 5 its “most agentic Sonnet model yet,” capable of building plans, operating browsers and terminals, and running autonomously at…
Anthropic on Thursday released Claude Opus 4.7, its most capable commercial AI model yet — and spent much of the launch reminding everyone it has a better one locked in the vault. Anthropic has released Claude Opus 4.7, the latest iteration of its flagship commercial AI model, extending its lead over OpenAI and Google in…
Anthropic CEO Dario Amodei has issued a stark warning about the long-term economics of frontier AI development, stating that leading artificial intelligence companies may need to generate “hundreds of billions in annual revenue” to sustain escalating compute costs or risk severe financial instability. His remarks underline a structural shift in the AI industry, where training…
Together, the developments highlight the growing influence of AI companies on both financial markets and technology policy. They also underscore how competition among leading AI firms is increasingly intersecting with broader discussions about investment flows, national security, and the future of public markets. OpenAI Takes a Major Step Toward a Public Listing OpenAI has confidentially…