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Top stories today:
- Anthropic run-rate tops $30B, secures deal with Google, Broadcom
- OpenAI proposes higher capital gains taxes, public AI fund
- Meta prepares Alexandr Wang-led models, plans open-source versions
- SpaceX plans to host 1.5K retail investors at Jun. 11 IPO event
- OpenAI, Anthropic, Google share data on adversarial attempts
- San Francisco home prices hit record $2.15M, +18% YoY on AI demand
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Anthropic run-rate tops $30B, secures multi-GW TPU deal with Google, Broadcom
Anthropic has surpassed OpenAI and other top AI labs in run-rate revenue:
1K+ business customers spend $1M+ annually on Anthropicās AI, the company said.
Anthropicās run-rate leans more on recurring enterprise spend, while OpenAIās reflects broader usage-based revenue extrapolated at the current pace.
Both report revenue slightly differently.
2027: Anthropic will have access to ~3.5 gigawatts of compute under the deal.
Broadcom will also produce future Google TPUs and expand its Anthropic deal to ~3.5 GW of compute capacity.
Broadcom shares were +3.6% in late trading on Mon. following the announcement.
Anthropicās recent Claude 4.5 and 4.6 models have been much preferred by users vs. OpenAIās
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3. OpenAI proposes higher capital gains taxes, public AI fund for superintelligence era
Policymakers will need to rethink tax bases as AI reduces the need for labor, OpenAI said.
The shift could cut funding for Social Security, Medicaid, SNAP, and housing programs, the company said.
Healthcare and retirement benefits should follow individuals across jobs and industries, OpenAI proposed.
Governments could āpool contributionsā to fund standardized accounts, the company said.
Separately, OpenAI has launched a Safety Fellowship for researchers to study AI alignment and safety
4. Meta said to prepare first Alexandr Wang-led AI models, plans open-source versions
