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- Apple said to test four AI glasses designs with rectangular, oval frames
Apple said to test four AI glasses designs with rectangular, oval frames

Top stories today:
- Apple said to test four AI glasses designs with rectangular, oval frames
- Anthropic closes in on OpenAI as U.S. business adoption rises
- White House races to curb AI cyber threats ahead of model releases
- Sam Altman’s home hit by Molotov attack, suspect arrested
- Oil surges above $100 again as Trump weighs strikes
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 today’s newsletter (beware of hallucinations):
1. Apple said to test four AI glasses designs with rectangular, oval frames

Black, ocean blue, and light brown are among the finishes reportedly in testing.
2027: release expected, with unveiling possible in late 2026 or early 2027.
High-end material acetate is being used in the latest units.
Apple aims to outdo rivals by tightly integrating glasses with the iPhone.
Apple is designing glasses in-house, unlike Meta, Google and Samsung partnerships.
A breakthrough in lightweight AR glasses with a usable battery still years away.
Ask Attio anything: prep for calls, update records, spot deals at risk
Over 4,000 startups, including Granola, Wispr Flow, and Lightdash, already use Attio.
*Sponsored.
3. Anthropic closes in on OpenAI as U.S. business adoption rises
Anthropic reached 30.6% U.S. business adoption in Mar., up from 24.4%, while OpenAI held steady at about 35%, per Ramp:
OpenAI’s early explosive growth is proving hard to sustain.
Anthropic’s Claude downloads tripled to 21M between Feb. and Mar., while ChatGPT downloads rose just 5%
OpenAI said its APIs process 15B+ tokens per minute.
ChatGPT has six times the monthly web visits and mobile sessions of the next largest AI app, OpenAI said.
ChatGPT weekly active user growth dipped slightly in Mar.
Anthropic reportedly met Christian leaders in Mar. on Claude’s moral development and “child of God” question.
CoreWeave has signed a multiyear Anthropic deal using NVIDIA chips at U.S. data centers, bringing total sites to 43.
Anthropic’s Mythos is being tested by Wall Street banks including JPMorgan Chase for vulnerabilities, backed by Trump administration officials.
JD Vance and Scott Bessent held a call with tech CEOs on AI security and cyber risks ahead of Anthropic’s Mythos launch.
4. White House races to curb AI cyber threats ahead of new model releases





