Show Notes
Anthropic just passed OpenAI in revenue for the first time ever. Google signed a classified Pentagon deal and then invested $40 billion in the company it competes with. And OpenAI just put an expiry date on every custom GPT.
This week, Google locks in a classified defense agreement as Anthropic gets cut out, Google commits $40 billion to its biggest AI rival, Meta posts its fastest growth since 2021 but still watches its stock fall, OpenAI shuts down custom GPTs in favour of autonomous Workspace Agents, and Anthropic overtakes OpenAI in annualized revenue at $30 billion.
If you are a founder, operator or executive trying to keep up with AI, this is your weekly five-minute briefing every Tuesday.
Stories Covered This Week:
Google signs a classified Pentagon agreement giving access to Gemini for sensitive defense work as Anthropic gets cut out
Google announces plans to invest up to $40 billion in Anthropic despite competing directly with Claude
Meta reports $56.3 billion in Q1 revenue, up 33% year over year, but stock falls 7% on AI spending concerns
OpenAI introduces Workspace Agents and deprecates custom GPTs for business accounts by August 2026
Anthropic's annualized revenue hits $30 billion, passing OpenAI for the first time
Episode timestamps:
00:00 Intro 00:20 Google signs classified Pentagon deal 01:10 Google invests $40 billion in Anthropic 02:00 Meta beats earnings but stock falls 02:50 OpenAI replaces custom GPTs with Workspace Agents 03:40 Anthropic passes OpenAI in revenue 04:30 Outro
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