Show Notes
$852 billion. That's what OpenAI is now worth, and its own investors are starting to question if that math adds up. This week, Anthropic's new model takes the coding crown from GPT-5.4, OpenAI's backers get cold feet, Snap cuts 1,000 jobs and points the finger at AI, twelve tech giants team up to secure the internet, and Nvidia writes a $5 billion check to its oldest rival.
If you're a founder, operator, or executive trying to keep up with AI, this is your weekly five-minute briefing every Tuesday.
Stories Covered This Week:
Claude Opus 4.7 hits 87.6% on SWE-bench Verified, beating GPT-5.4 and Gemini 3.1 Pro on coding
OpenAI's $852B valuation faces scrutiny as Anthropic's revenue triples to $30B in one quarter
Snap lays off 1,000 people (16% of staff), citing AI writing 65% of its code
Anthropic launches Project Glasswing with Amazon, Apple, Microsoft, Google, Nvidia and 7 others
Nvidia invests $5B in Intel, co-developing x86 chips built for its AI stack
Timestamps:
00:00 Intro 00:31 Claude Opus 4.7 takes the coding crown 01:26 OpenAI investors get cold feet 02:18 Snap cuts 1,000 jobs, blames AI 02:56 Project Glasswing: Securing the world’s critical software 03:49 NVIDIA invests 5 billion into Intel 04:41 Outro
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