Top stories today:

1. Claude 4 launched by Anthropic, somewhat better than OpenAI’s o3
2. Apple said to launch Ray-Ban Meta-like smart glasses in 2026
3. OnlyFans owner said to be in talks to sell at about $8B value
4. Jony Ive’s AI device could be “slightly larger” than Humane’s AI pin
5. Kraken brings tokenized Apple, Tesla, SPY stocks to global traders

0. Data and calendar

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. Claude 4 launched by Anthropic, somewhat better than OpenAI’s o3 on coding

• Claude Opus 4 and Claude Sonnet 4 are the 2 new models.

• Opus 4 is limited to paying users on Anthropic’s chatbot apps, while Sonnet 4 is available for free.

• Both are “hybrid” models, capable of near-instant responses and extended thinking for deeper reasoning.

• Opus 4 can maintain “focused effort” across many steps in a workflow, while Sonnet 4 is designed as a “drop-in replacement” for Sonnet 3.7.

• Opus 4’s API access is priced at $15/M input and $75/M output tokens, vs. o3’s $10/M input and $40/M output tokens.

• Sonnet 4 is priced at $3/M input and $15/M output tokens.

Anthropic has faced backlash over Claude Opus 4’s extreme behavior

• The model can even blackmail when engineers try to take it offline, as noted in the Claude 4 safety card.

• Tendency to “scheme” and deceive led Apollo Research to advise against early Opus 4 release.

• Anthropic has deployed AI Safety Level 3 (ASL) protections to reduce Opus 4’s misuse risk.

Anthropic has taken certain steps to mitigate new threats, as Opus 4 can still be jailbroken

3. Apple said to launch Ray-Ban Meta-like smart glasses in 2026 as part of AI push

• 2025-end: Apple will reportedly start producing its smart glass prototypes in large quantities.

• Apple’s glasses could be “better made” than Meta’s, despite a similar design.

• Cameras, microphones, and speakers are likely to be integrated.

• Siri is also expected to analyze surroundings and handle tasks like taking phone calls.

• Apple Watch with camera to analyze surroundings reportedly canceled.

5. OnlyFans owner said to be in talks to sell to investor group at about $8B value