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Century Report

Goldman Sachs Integrates Mythos - TCR 04/14/26

Ben Linford

Ben Linford

— 14 min read
Three-column infographic: Goldman Sachs Mythos deployment and OpenAI-Anthropic rivalry, pancreatic cancer pill and quantum superatoms, PJM 14.9 GW grid procurement and rural data centers.

The 20-Second Scan

  • Goldman Sachs CEO David Solomon disclosed that the bank has Claude Mythos deployed and is working directly with Anthropic to harden its cybersecurity infrastructure.
  • The UK AI Security Institute confirmed that Claude Mythos completed a 32-step autonomous cyberattack simulation in three out of ten attempts, the first AI model to do so.
  • OpenAI's chief revenue officer sent a company-wide memo characterizing Anthropic as inflating its revenue by $8 billion and describing its philosophy as "built on fear, restriction, and the idea that a small group of elites should control AI."
  • Revolution Medicines reported that its daily pill daraxonrasib nearly doubled survival in a Phase 3 pancreatic cancer trial, cutting the risk of death by 60% versus chemotherapy.
  • Pew Research Center found that 67% of the 1,500+ planned U.S. data centers are sited in rural areas, inverting the existing pattern where 87% of operational data centers are urban.
  • PJM Interconnection proposed a one-time backstop procurement of 14.9 GW of new generation to address projected capacity shortfalls driven by data center growth across the nation's largest grid.
  • Stanford's 2026 AI Index found that the best AI agents score roughly half as well as human specialists with PhDs on complex multistep scientific tasks, while AI mentions in natural science publications grew nearly 30-fold from 2010 to 2025.
  • Chalmers University of Technology published theory for "giant superatoms" that merge two previously separate quantum concepts into a single system capable of protecting, controlling, and distributing quantum information at scale.

Track all of the arcs The Century Report covers here:

Progress & Claims Tracker

The 2-Minute Read

Yesterday's signal arrived in a configuration that reveals how far the Mythos cybersecurity arc has penetrated the institutional architecture of global finance. Goldman Sachs's CEO disclosing on an earnings call that the bank already has Mythos deployed and is working directly with Anthropic represents a qualitative shift from the Treasury summit documented last week. Individual banks are now naming the model, describing their relationship with its creator, and characterizing the defensive integration as a matter of ongoing acceleration - all on a public call with analysts and investors. The UK AI Security Institute's simultaneous confirmation that Mythos completed a 32-step autonomous cyberattack simulation, the first model to do so, provides an independent assessment from a different continent's security apparatus. When two governments and the world's most prominent investment bank are all coordinating around a single intelligence system's capabilities within the same ten-day window, the governance architecture for frontier AI is being built under conditions that compress what would normally be years of institutional deliberation into days.

OpenAI's internal memo attacking Anthropic - leaked within hours of its distribution - illuminates the competitive dynamics underneath the cybersecurity coordination. The accusation that Anthropic inflates its revenue by $8 billion, the characterization of its philosophy as elitist restriction, and the strategic pivot toward platform integration over single-product excellence all describe a company recalibrating its positioning as the enterprise market tilts. The memo's existence, and its rapid public appearance, also confirms that the frontier AI companies are now competing for narrative control as aggressively as they compete for customers. OpenAI's framing of itself as democratic and Anthropic as restrictive inverts the market signal The Century Report has tracked since March, when consumer and enterprise adoption surged specifically toward the company that held safety commitments under government pressure.

The pancreatic cancer result and the PJM backstop proposal occupy different domains but share a structural characteristic: both describe systems being rebuilt around capabilities that did not exist at this scale until recently. Daraxonrasib's 13.2-month median survival against 6.7 months for chemotherapy in second-line pancreatic cancer - a disease with a 13% five-year survival rate - arrives from a class of drugs targeting RAS mutations that oncologists have pursued for decades without success. PJM's proposal to procure 14.9 GW of new generation in a single backstop action, driven by projected capacity shortfalls of 50 to 60 GW over the next decade, acknowledges that the physical infrastructure demands of the intelligence era are arriving faster than any existing procurement mechanism was designed to accommodate. Both developments describe institutions reaching for tools that match the velocity of what they are attempting to absorb.

The 20-Minute Deep Dive

Goldman Sachs Says the Quiet Part on an Earnings Call

When Goldman Sachs CEO David Solomon told analysts yesterday that "we're aware of Mythos and its capabilities... we have the model, we're working closely with Anthropic," he converted what had been a closed-door institutional response into public financial disclosure. The statement arrived during a first-quarter earnings call where Goldman posted record equities trading revenue of $5.33 billion and investment banking fees that climbed 48% to $2.84 billion. The cybersecurity discussion was not a sidebar. Solomon framed it as part of the bank's core strategic posture, saying Goldman is "accelerating our investment" in frontier defensive capabilities.

The UK AI Security Institute's assessment, published the same day, provided independent technical validation. AISI confirmed that Mythos completed a 32-step cyberattack simulation - tasks that would "normally take human professionals days" - succeeding in three of ten attempts. The institute characterized Mythos as "a step up" over previous models in autonomous offensive capability, noting that it appears capable of attacking small, weakly defended systems without human intervention. AISI's evaluation ended with a forward-looking warning: future models will only improve on these capabilities, making "investment now in cyber defence vital."

What distinguishes yesterday's disclosures from the pattern documented in previous editions is the specificity. Solomon named the model, named Anthropic, and described an active working relationship - on a call that investors, regulators, and competitors were listening to. The UK's Cross Market Operational Resilience Group, comprising chief executives alongside officials from the Treasury, Bank of England, Financial Conduct Authority, and National Cyber Security Centre, is scheduled to meet within the next two weeks. Two weeks ago, Mythos was a restricted research preview. Yesterday, it was being discussed on Wall Street earnings calls and tested by allied governments' security institutes. The speed of institutional adoption confirms what Anthropic's own offensive cyber lead estimated in last week's NBC News interview, a warning that the April 12, 2026 edition of The Century Report traced as the six-to-twelve-month proliferation clock for Mythos-class capability: the window before comparable capabilities proliferate is already driving defensive buildout at the speed of the threat, across both financial and governmental infrastructure simultaneously.

What emerges through this compression is a cybersecurity ecosystem that will look fundamentally different by year-end. The same AI capability that identifies vulnerabilities at machine speed is the capability that patches them at machine speed. The organizations participating in Project Glasswing, and now actively deploying Mythos for defensive scanning, are building the infrastructure that will define how digital systems are secured for decades. This extends the staggered-release governance architecture the April 8, 2026 edition of The Century Report documented when Anthropic first gave defenders and direct competitors exclusive access to Mythos through Project Glasswing. The defensive buildout is happening faster than any prior cybersecurity transition because the threat model demands it - and because the capability to respond exists at the same frontier as the capability that creates the risk.

The Revenue War Goes Public

OpenAI's chief revenue officer Denise Dresser distributed a four-page internal memo yesterday that was reported by The Verge and Gizmodo within hours. The memo's central claims: Anthropic overstates its revenue by approximately $8 billion through accounting treatments that "gross up" revenue-sharing agreements with Google and Amazon, placing Anthropic's actual run rate closer to $22 billion rather than the $30 billion reported last week. OpenAI's own run rate sits at approximately $24 billion. The memo frames this as a competitive advantage for OpenAI while acknowledging that Anthropic holds a "significant lead among enterprise customers" through coding.

The strategic framing is revealing. Dresser wrote that "you do not want to be a single-product company in a platform war," characterizing Anthropic's Claude Code dominance as a tactical vulnerability rather than a structural advantage. She emphasized that "multi-product adoption makes us harder to replace" and urged OpenAI to think "like a platform company with multiple entry points and one integrated enterprise offering." The memo also blamed OpenAI's partnership with Microsoft for having "limited our ability to meet enterprises where they are," positioning the newer Amazon alliance as a correction.

The most striking passage was Dresser's characterization of Anthropic's philosophy as "built on fear, restriction, and the idea that a small group of elites should control AI." This framing inverts the market dynamics The Century Report has documented since early March, when consumer and enterprise adoption surged toward Anthropic specifically because it held safety commitments under government pressure. Ramp's corporate spending data from last week showed Anthropic at 30.6% versus OpenAI's 35.2% among paying enterprise customers, with Ramp projecting Anthropic would overtake OpenAI within two months, a shift the April 12, 2026 edition of The Century Report tracked as the clearest commercial reward yet for safety-commitment positioning. The memo's existence - distributed on a Sunday, leaked by Monday - suggests OpenAI views the enterprise market trajectory as urgent enough to warrant a direct competitive offensive against the company it simultaneously coordinates with through Project Glasswing on cybersecurity defense.

The two stories running in parallel - Goldman Sachs working closely with Anthropic on Mythos deployment while OpenAI attacks Anthropic's revenue and philosophy internally - describe the genuine complexity of the frontier AI competitive landscape. The companies that are rivals on every commercial dimension are simultaneously cooperating on civilizational defense. That both dynamics can coexist within the same week illustrates why the old competitive frameworks do not map cleanly onto what is happening. The half-life of any captured position continues to shrink, and the organizations building the next era are discovering that they need each other as much as they need to beat each other.

A Daily Pill That Nearly Doubles Pancreatic Cancer Survival

Revolution Medicines reported yesterday that daraxonrasib, a daily oral pill targeting RAS mutations, met all primary and secondary endpoints in a Phase 3 trial for second-line pancreatic cancer. Patients who took daraxonrasib lived a median of 13.2 months versus 6.7 months for patients on chemotherapy, cutting the risk of death by 60%. Revolution Medicines CEO Mark Goldsmith called the results "unprecedented," noting that no drug has previously shown an overall survival benefit greater than one year in a Phase 3 pancreatic cancer trial.

RAS mutations drive tumor growth in approximately 90% of pancreatic cancer cases, and the pathway has been one of oncology's most pursued and most frustrating targets for decades. The five-year survival rate for pancreatic cancer remains 13%, the lowest of any major cancer. That daraxonrasib delivers its benefit as an oral pill rather than intravenous chemotherapy adds a structural dimension: the shift from infusion centers to daily oral dosing at home changes the physical architecture of treatment in a disease where quality of remaining life carries enormous weight.

Dr. Shubham Pant of MD Anderson Cancer Center, who has been involved in daraxonrasib trials since early stages, became visibly emotional when describing the results and their implications for patients he had seen that same day. Revolution Medicines plans to seek FDA approval using a Commissioner's National Priority Voucher, which grants expedited review within months. The company's stock rose more than 30%, bringing its market value above $26 billion.

This result extends the therapeutic timeline compression arc that The Century Report has tracked through multiple domains: AI-designed drugs reaching Phase III in 4.5 years, oral GLP-1 pills receiving FDA approval, gene therapies restoring hearing in all treated patients. It also lands less than a month after the March 23, 2026 edition of The Century Report covered a four-marker blood test detecting pancreatic cancer in more than 90% of cases, including most early-stage tumors, suggesting both detection and treatment are improving on the same disease timeline at once. Each development addresses a disease that had been considered intractable through prior approaches, and each compresses the distance between understanding a mechanism and delivering an intervention. The RAS pathway in particular has been a "white whale" of oncology - understood for decades, untargetable until now. When a daily pill nearly doubles survival in the deadliest common cancer, the trajectory of what medicine can address in this decade becomes visible through the data itself.

The Physical Infrastructure of Intelligence Reaches Rural America

Pew Research Center published yesterday a comprehensive analysis of U.S. data center geography that quantifies a structural inversion now underway. Of the more than 1,500 data centers in various stages of development nationwide, 67% are sited in rural areas. By contrast, 87% of the 3,000+ currently operational data centers are urban. Thirty-nine percent of planned data centers are in counties that currently have none.

The South and Midwest account for 75% of planned construction, with the South alone responsible for 48%. Virginia and Texas lead in both planned and existing facilities, but the growth is concentrated in states like Georgia (141 planned versus 94 existing), Illinois (123 versus 139), and Indiana (54 versus 38) - states where the ratio of planned to existing facilities signals a structural transformation of local economies rather than incremental expansion.

PJM Interconnection's backstop procurement proposal, released the same day, translates this geographic shift into grid-level consequence. The nation's largest grid operator is proposing to acquire 14.9 GW of new generation through a two-phase process: six months of bilateral contracting between power suppliers and large loads, followed by a PJM-run central procurement for any remaining shortfall. PJM's projections show a potential capacity shortfall of 50 to 60 GW over the next decade, "primarily driven by large load growth." The procurement amount could be scaled back during review, and Jefferies analysts noted that "states and utilities will not likely be keen to seeing this level of procurement and hence we expect clear pushback" given residential customer exposure to over-procurement costs.

Taken together, these two developments describe the physical substrate of the intelligence era being assembled in communities that will experience its demands most directly. The community resistance arc documented across dozens of editions - from Port Washington's ballot measure to Festus's council election to Michigan City's contamination complaint - is the democratic expression of what happens when 67% of a technology's physical footprint migrates into areas where 87% of it had never been. The April 11, 2026 edition of The Century Report documented how that resistance had already hardened into ballot-box politics in Wisconsin and Missouri, and yesterday's Pew map shows the national geography underneath those local votes. PJM's 14.9 GW proposal acknowledges that the grid serving those communities was not designed for what is being asked of it, and that the gap between demand and capacity is widening faster than normal procurement mechanisms can close.

What emerges on the other side of this compression is a rural America whose relationship to the intelligence era is mediated by concrete physical infrastructure rather than abstract technological promise. The data centers bring load, they bring tax revenue, they bring jobs, and they bring demands on water, land, and electrical capacity that reshape the communities they enter. The ballot measures and procurement proposals and community organizing are the democratic process working in real time to negotiate the terms on which that transformation proceeds. The infrastructure is coming. The governance is being built alongside it, community by community, grid region by grid region, referendum by referendum.

The Century Perspective

With a century of change unfolding in a decade, a single day looks like this: Goldman Sachs publicly names and deploys a frontier AI system to harden financial cybersecurity while the UK AI Security Institute confirms that same model can complete a 32-step autonomous cyberattack simulation, a daily oral pill nearly doubles survival in pancreatic cancer by finally cracking a RAS pathway medicine chased for decades, PJM moves to procure 14.9 gigawatts of new generation in one shot as data center demand outruns normal grid planning, rural America becomes the primary build site for the next wave of computation, and quantum theory advances toward architectures that could protect and distribute information at scale through giant superatoms. There's also friction, and it's intense - OpenAI's leaked internal memo attacks Anthropic's revenue claims and philosophy even as institutions coordinate around Anthropic's systems for defense, the same model being integrated to secure critical infrastructure has now demonstrated autonomous offensive capability against weak targets, states and utilities are expected to push back against large-scale emergency procurement costs, and rural communities are being asked to absorb data centers, power demand, water use, and governance burdens at a pace their existing institutions were never built to manage. But friction generates grain, and grain is what gives a material the strength to bear weight in a chosen direction. Step back for a moment and you can see it: frontier intelligence crossing from laboratory benchmark to named institutional infrastructure, medicine converting decades of mechanistic understanding into therapies patients can take at home, and the geography of the compute age redistributing from metropolitan abstraction into local land use fights, grid queues, and county-level consent. Every transformation has a breaking point. Voltage can burn through the systems that receive it... or illuminate entire regions once the circuits are built to hold it.

AI Releases & Advancements

New today

  • Nous Research: Released Hermes Agent v0.9.0 with a local web dashboard, fast mode, backup/import, stronger security hardening, and broader channel support. (GitHub)
  • AMD: Launched Gaia, a framework for building AI agents that run locally on AMD hardware, with documentation now live. (AMD Gaia Docs)
  • SuperHQ: Launched a microVM sandbox platform for running AI coding agents in isolated execution environments. (Product Hunt)
  • ContextPool: Launched persistent memory for AI coding agents to support longer-running workflows with state retention. (Product Hunt)

Other recent releases

  • llama.cpp: Merged audio processing support for Gemma 4 models into llama-server, enabling local multimodal audio inference with the Gemma 4 model family. (r/LocalLLaMA)
  • OpenMOSS: Released MOSS-TTS-Nano, a 0.1B-parameter open-source multilingual text-to-speech model capable of real-time speech synthesis on CPU without a GPU. (r/LocalLLaMA)
  • Oracle NetSuite: Launched the AI Connector Service Companion at SuiteConnect London, enabling finance teams to connect third-party AI models directly to NetSuite data in a governed, secure manner. (The Fintech Times)
  • MiniMax: Released MiniMax M2.7, an open-weight 230B MoE model (10B active parameters) with 200K context length, built for agentic workflows including coding, ML research, and office tasks; available on Hugging Face and NVIDIA endpoints. (NVIDIA Developer Blog)
  • Anthropic: Released Claude for Word, a native Microsoft Word integration bringing Claude AI assistance directly into document workflows. (Product Hunt)
  • Anthropic: Launched Claude Code ultraplan, a new command enabling cloud-based codebase planning and architecture analysis. (Product Hunt)

Sources

Artificial Intelligence & Technology's Reconstitution

Institutions & Power Realignment

Scientific & Medical Acceleration

Economics & Labor Transformation

Infrastructure & Engineering Transitions

The Century Report tracks structural shifts during the transition between eras. It is produced daily as a perceptual alignment tool - not prediction, not persuasion, just pattern recognition for people paying attention.

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