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Top stories today:
- OpenAI releases GPT-5.4-Cyber, challenging Anthropic’s Mythos
- Anthropic to release Claude Opus 4.7, new AI design tool this week
- AWS launches Amazon Bio Discovery for drug development
- Claude Code adds repeatable routines to automate developer tasks
- Gemini Robotics-ER 1.6 unveiled with improved physical reasoning
- Amazon to acquire Globalstar for $11.57B to take on Elon’s Starlink
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. OpenAI releases GPT-5.4-Cyber to select users, challenging Anthropic’s Mythos
GPT-5.4-Cyber will be available to some participants in OpenAI Trusted Access for Cyber program:
The new model is aimed at finding issues in software to help organizations fix them.
It places fewer constraints on how users can probe the model for cybersecurity issues, OpenAI said.
No specific benchmarks are available to assess how the model differs from the regular GPT-5.4, suggesting GPT-5.4-Cyber might be worse than Claude Mythos.
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3. Anthropic said to release Claude Opus 4.7, new AI design tool as soon as this week
Adobe closed -2% on Anthropic’s new design tool news:
Opus 4.7 would not be Anthropic’s most advanced model, as Claude Mythos is currently being tested by early partners.
The new tool would target both technical and non-technical users.
The tool could create websites, presentations, landing pages, and products using natural language prompts.
Anthropic is also said to have fielded VC offers valuing it at up to $800B in recent weeks
Anthropic secondaries have been trading at around $800B.
Separately, users allege Anthropic “nerfing” as Claude performance complaints rise.
Anthropic has also appointed Vas Narasimhan to its board as it eyes an IPO and expands into healthcare.
2 U.S. agencies and 3 committees have reportedly asked Anthropic to test Claude Mythos, bypassing Trump’s ban.
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