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Anthropic wins preliminary injunction against DoW blacklist

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Top stories today:

  1. Anthropic wins preliminary injunction against DoW blacklist
  2. David Sacks confirms stepping down as AI, crypto czar
  3. “Claude Mythos” model in testing as leak reveals capabilities, risks
  4. ChatGPT ads top $100M annualized six weeks after launch
  5. Shield AI raises $2B at $12.7B valuation led by JPMorgan
  6. ByteDance launches Dreamina Seedance 2.0 in CapCut

0. Data and calendar

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No major events this week.

Listen to our AI-generated podcast summarizing today’s 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 “grateful to the court for moving swiftly” 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

4. Anthropic tests new “Claude Mythos” model after leak reveals capabilities, risks

Separately, Anthropic is said to weigh its IPO as soon as Q4, targeting $60B+ raise

Anthropic’s 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

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