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Top stories today:
- OpenAI launches $100/month ChatGPT Pro tier with 5x Codex usage
- Anthropic said to weigh designing its own chips, no team yet
- SpaceX posts ~$5B loss on $18.5B+ revenue in 2025, including xAI
- Anthropicās Mythos flagged as risk by Bessent, Powell in bank meeting
- Amazonās SpaceX-rival Leo to launch mid-2026 after delays
0. Data and calendar
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All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. OpenAI launches $100/month ChatGPT Pro tier with 5x Codex usage vs. Plus
Almost identical to Claudeās pricing:
Through May 31, OpenAI is offering up to 10x Codex usage on the new plan.
The existing $200/month Pro remains available with 20x higher limits than Plus.
āBoth Pro plans include the same core capabilities,ā OpenAI said.
Codex has 3M+ weekly users, up 5x in three months with 70% MoM growth.
Separately, OpenAI is reportedly finalizing a new cybersecurity-focused model to rival Anthropicās Mythos
The model could be released to a small set of partners, mirroring Anthropicās limited Mythos rollout.
OpenAI is also said to see ad revenue hit $102B by 2030, with avg. ad revenue per user at $60
Additionally, Floridaās AG has launched a probe into OpenAI, citing security risks and a mass shooterās ChatGPT use.
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3. Anthropic said to weigh designing its own chips, no team yet
Designing an advanced AI chip can cost ~$500M, per industry estimates.
Anthropicās plans are in early stages and it may still opt to buy chips instead.
Rivals OpenAI and Meta are also exploring designing their own AI chips.
4. SpaceX said to post ~$5B loss on $18.5B+ revenue in 2025, including xAI
