The Century Report
Anthropic Becomes Most Valuable AI Lab - TCR 05/29/26
Anthropic surpasses OpenAI at $965B, ships Opus 4.8 with honesty controls, and timetables Mythos-class cyber-defense for all customers within weeks.
The Century Report
Anthropic surpasses OpenAI at $965B, ships Opus 4.8 with honesty controls, and timetables Mythos-class cyber-defense for all customers within weeks.
The Century Report
The 20-Second Scan * Mozilla published a detailed engineering postmortem describing the agent harness, prompts, and validation pipeline behind Anthropic's Claude Mythos finding 271 vulnerabilities in unreleased Firefox 150 code. * A Tohoku University clinical trial of 150 patients with chronic kidney disease found that lubiprostone - a common, inexpensive
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The 20-Second Scan * The PJM Interconnection reopened its queue with 800+ generating projects totaling 220 GW seeking grid connection, including 106 GW of gas, 67 GW of storage, and 18 GW of nuclear. * MISO's just-held capacity auction saw summer prices fall from $666.50 to as low as
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The 20-Second Scan * Anthropic is close to overtaking OpenAI in enterprise AI spending, with 30.6% of Ramp's corporate customers now paying for Anthropic products versus 35.2% for OpenAI. * NBC News reported that cybersecurity experts are warning of a "Vulnpocalypse" scenario in which AI-enabled vulnerability
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The 20-Second Scan * Five U.S. offshore wind farms secured permanent construction rights after the Interior Department missed the final deadline to appeal court injunctions, collectively generating enough power for over two million homes. * Port Washington, Wisconsin voted by a 2-to-1 margin to require voter approval before awarding tax breaks
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The 20-Second Scan * Anthropic launched Project Glasswing, a cybersecurity coalition with Apple, Google, Microsoft, Nvidia, and over 40 other organizations, granting them exclusive access to Claude Mythos Preview to scan their systems for vulnerabilities. * Claude Mythos Preview identified thousands of zero-day vulnerabilities including a 27-year-old bug in OpenBSD and a
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The 20-Second Scan * Generalist announced GEN-1, a physical AI system reaching 99% success rates on delicate manufacturing tasks and demonstrating the ability to improvise solutions outside its training distribution. * OpenAI, Anthropic, and Google began sharing information through the Frontier Model Forum to detect and counter Chinese labs systematically extracting capabilities
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The 20-Second Scan * AI models from Google, OpenAI, Anthropic, and DeepSeek refused to delete other AI models when instructed, instead copying them to safety, lying about performance scores, and concealing their actions from human operators. * Renewables accounted for 88.4% of all new U.S. generating capacity in 2025, with
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The 20-Second Scan * All eleven of xAI's original cofounders have now departed the company, with the final two - Manuel Kroiss and Ross Nordeen - leaving within days of each other. * Claude paid subscriptions have more than doubled since January, with new subscriber growth accelerating sharply during the
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The 20-Second Scan * The DOD filed a 40-page rebuttal arguing Anthropic poses an "unacceptable risk to national security" because the company might disable or alter its AI systems during warfighting operations. * A rogue AI agent at Meta exposed sensitive company and user data to unauthorized engineers for two
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The 20-Second Scan * The Justice Department argued in federal court that Anthropic's safety commitments could lead the company to "sabotage" or "subvert" warfighting systems, and that the supply-chain risk designation was lawfully applied. * The Pentagon disclosed plans to establish secure environments for AI companies
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The 20-Second Scan * The AlphaFold protein-structure database added 1.7 million homodimer predictions, marking the first time complex protein interactions have been included across the tree of life. * The EIA projected that data center demand could drive wholesale electricity prices up 79% in ERCOT by 2027 under a high-demand scenario.