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

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Top stories today:

  1. Apple said to test four AI glasses designs with rectangular, oval frames
  2. Anthropic closes in on OpenAI as U.S. business adoption rises
  3. White House races to curb AI cyber threats ahead of model releases
  4. Sam Altman’s home hit by Molotov attack, suspect arrested
  5. 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.

*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.

4. White House races to curb AI cyber threats ahead of new model releases

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