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Top stories today:
- Anthropic wins preliminary injunction against DoW blacklist
- David Sacks confirms stepping down as AI, crypto czar
- āClaude Mythosā model in testing as leak reveals capabilities, risks
- ChatGPT ads top $100M annualized six weeks after launch
- Shield AI raises $2B at $12.7B valuation led by JPMorgan
- ByteDance launches Dreamina Seedance 2.0 in CapCut
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).
No major events this week.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Anthropic wins preliminary injunction against DoW blacklist
Judge Rita Lin issued the ruling two days after Anthropic and the U.S. government appeared in court.
Why Anthropic was blacklisted, Lin pressed government lawyers.
Anthropic said it is āgrateful to the court for moving swiftlyā following the ruling.
A final ruling could still be months away.
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3. David Sacks confirms stepping down as AI, crypto czar after government role ends
Sacks will co-chair the Presidentās Council of Advisors on Science and Technology.
White House Science and Policy Director Michael Kratsios will serve alongside him.
Congress could pass bipartisan AI legislation within months, Sacks said.
A national standard would eliminate confusion from a patchwork of state laws, he said.
Critics say state laws provide guardrails against AI risks.
4. Anthropic tests new āClaude Mythosā model after leak reveals capabilities, risks
The model represents a āstep changeā in performance, Anthropic said.
It is being trialed with early access customers.
Thu.: a draft blog post flagged unprecedented cybersecurity risks through the new model.
Anthropic may position āMythosā as part of a new āCapybaraā tier above Opus.
TBD: Performance details and release timeline.
Separately, Anthropic is said to weigh its IPO as soon as Q4, targeting $60B+ raise
Anthropicās annualized revenue doubled to $19B in early 2026, narrowing the gap with OpenAI:
Bankers expect Anthropic to list before OpenAI due to investor preference for its focus.
OpenAI has reportedly held informal talks with Goldman Sachs and Morgan Stanley.
IPO timing for both companies may depend on broader market conditions.
5. ChatGPT ads top $100M annualized six weeks after launch
