News & Updates
The latest news and updates from companies in the WLTH portfolio.
SpaceX lands deal to likely purchase Claude Code and OpenAI Codex competitor - 9to5Mac
When SpaceX isn't landing rockets, it's apparently landing AI company deals. Two months ago, the firm behind Starlink absorbed xAI, which includes Twitter-turned-X. Now SpaceX is eyeing a competitor to Claude Code and OpenAI's Codex. Cursor has been popular with software engineers who code with AI on the Mac. It was one of the first services to connect large language model artificial intelligence to the process of building apps. Now SpaceX and Cursor are "working closely together to create the world's best coding and knowledge work AI," the two companies say. The collaboration includes a $10 billion payment from SpaceX to Cursor, or if the stars align for Cursor, a $60 billion acquisition. Cursor shared more details about the arrangement: Cursor is partnering with SpaceX to accelerate our model training efforts. We released Composer less than six months ago as our first agentic coding model. After that, Composer 1.5 scaled reinforcement learning by over 20x. Composer 2 then added continued pretraining, reaching frontier-level performance at a fraction of the cost of other models. Each step up in compute has translated to meaningfully more capable models. We've wanted to push our training efforts much further, but we've been bottlenecked by compute. With this partnership, our team will leverage xAI's Colossus infrastructure to dramatically scale up the intelligence of our models Whether it's a temporary team-up or the start of an acquisition, the SpaceX-Cursor arrangement strengthens a competitor to Anthropic's Claude Code and OpenAI's Codex agentic coding software. As for Apple, we'll see what new AI resources the company has ready for developers at WWDC 2026 in a little over a month. Apple already supports agentic coding in Xcode.
Anthropic Investigates Claimed Unauthorised Access to Mythos
Anthropic released its new AI cybersecurity model to a select group of organisations. AI firm Anthropic is reportedly investigating claims of unauthorised access to its Claude Mythos model that has yet to be released to the public. Anthropic said: "We're investigating a report claiming unauthorised access to Claude Mythos Preview through one of our third-party vendor environments." Bloomberg previously reported that members of a private forum had accessed with model which is currently only released to a small number of AI firms. Despite this report, Anthropic said there is no evidence that its systems have been affected nor is there evidence that those with access to the AI model are malicious. However, the report does spark concerns around how AI firms are able to keep their models from being accessed by the wrong hands, and the resulting fallout. Anthropic released the Mythos model preview to a select group of AI and financial firms so they could test their defence systems against the models superior ability to find and exploit vulnerabilities. Keeping the model secure and out of the hands of the public or threat actors would require these organisations to also control access to the model. According to Bloomberg's report, one of the unauthorised users with claiming access to the model already had permission to view the model through the work they did for a third-party vendor. The group had been using the model, though not for hacking, as they wanted to evade detection, according to Bloomberg. Anthropic's Mythos has sent shockwaves through the cybersecurity and AI sphere when Anthropic shared is ability to find and exploit security vulnerabilities in seemingly secure code. Its tapered release was meant to allow financial firms and other AI companies to test their code and systems for vulnerabilities, as Anthropic has warned the model may have too much potential for malicious acts if accessible by the public. The model's release also sparked interest from world leaders, as the UK government sought to work with Anthropic, and even the US has reversed its opinion on the AI firm, looking to collaborate due to the new model.
Kalshi and Polymarket Move Into Perpetual Futures, Taking On Offshore Exchanges
The move positions them against offshore exchanges, but raises questions about liquidity, pricing, and execution. Kalshi and Polymarket are simultaneously entering the perpetual futures market -- a move that takes both platforms well beyond event contracts and into direct competition with the offshore crypto exchanges that currently dominate this space. Bloomberg reported that Kalshi plans to launch crypto perpetual futures in the coming weeks, citing a person familiar with the matter. Within hours, Polymarket announced its own offering. The near-simultaneous timing turned what might have been a quiet product launch into a visible race for market share in the most traded crypto derivative. Both platforms are pivoting from pure prediction markets toward hybrid derivatives exchanges, betting they can pull trading volume away from unregulated international venues. The approaches reflect each platform's regulatory position. Kalshi, a CFTC-regulated Designated Contract Market, is planning a phased U.S. launch under the codename "Timeless." The initial focus is crypto perpetuals -- Bitcoin and others -- with commodities to follow. The platform will use its recently acquired FCM license to offer margin trading, which matters for institutional participants. Collateral starts in U.S. dollars, with stablecoin support planned for a later phase. The margin component is also starting to take shape. Kalshi recently received regulatory approval for its affiliated entity, Kinetic Markets, to operate as a Futures Commission Merchant, allowing it to offer partially collateralized trading at the brokerage level. Separate approval from the CFTC is still required for the exchange itself. Polymarket, which operates primarily outside the U.S. jurisdiction, appears to be going faster and broader. A teaser video showed perpetuals on crypto, stocks, including Nvidia, and commodities. The international platform allows Polymarket to move quickly with a wider product range, though the regulatory status of these products for U.S. users remains unclear. The perpetual market is large enough to justify the strategic shift. CFTC Chairman Brian Quintenz's successor, Michael Selig, has stated publicly that bringing perpetual futures under the agency's oversight is a priority -- specifically to recapture volume from offshore venues. Both platforms are also reacting to competition from crypto-native derivatives DEXs like Hyperliquid, which process hundreds of billions in monthly volume without the compliance infrastructure of a regulated exchange. For Kalshi and Polymarket, this is a bet that brand recognition and existing user bases can translate into meaningful market share in a much larger arena. Whether regulated or semi-regulated perpetuals can realistically compete with offshore venues on execution, fees, and asset breadth is a separate question -- and one neither platform has fully answered yet. For brokers, clearinghouses, and financial infrastructure providers, the outcome of this race will directly affect how perpetual futures are structured and distributed in the U.S. market over the next few years.
Tech stocks today: Tesla earnings on deck, Google announces new chips, SpaceX looking at acquiring Cursor
Tech stocks rose Wednesday, after President Trump said he would extend the ceasefire between the US and Iran Tuesday evening. The tech-heavy Nasdaq climbed 0.75%. Tesla (TSLA) will report its first quarter earnings after the bell on Wednesday, as Wall Street looks for more information on the company's Robotaxi service and capital expenditures related to its AI products. But it's the Robotaxi service that's key to Tesla's growth. Over the weekend, the company said it had expanded the offering to parts of Dallas and Houston. Elon Musk's other big company, SpaceX (SPAX.PVT) , is also making news after the company posted on X that AI coding tool maker Cursor has given the company the option to purchase it later this year for $60 billion. Elsewhere, Google (GOOG, GOOGL) announced two new AI chips on Wednesday as part of its Cloud Next 2026 event that put it into even closer competition with Nvidia (NVDA). Google has signed deals with OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) to provide the company with its chips, and according to The Information inked a similar agreement with Meta (META). That raises the stakes for Nvidia, which must now compete with its own customers.
Anthropic bakes memory fixes into Bun 1.1.13 as developers complain of leaks
A new version of the Bun JavaScript runtime and toolkit is out with enhanced testing support and improved memory management. The latter is a critical issue to devs and follows complaints of memory leaks causing problems in production. Bun, acquired by Anthropic in December 2025, is both a bundler for compiling TypeScript or JavaScript applications for the browser, and a runtime for server-side code. It competes with the long-established Node.js, latest version 25.9, and Deno, developed by Node.js creator Ryan Dahl. New features in 1.1.13 include improvements to the test runner, which is intended to be compatible with the popular Jest testing framework. This version introduces an isolate flag, which runs each test in a fresh environment, and a parallel flag, which runs concurrent tests across a user-defined number of processes. It is also now possible to split tests across multiple test runners with the shard flag, matching Jest's syntax. Compression in Bun now uses zlib-ng (next generation), an optimized fork of zlib, and yielding up to five times faster compression without any other code changes. But perhaps most important is the attention to memory issues in this release. Bun inventor Jared Sumner claims that the runtime uses 5 percent less memory, and that an upgraded memory allocator along with an implementation of Libpas scavenger returns unused memory to the operating system faster. According to Sumner, these two changes "reduce baseline memory usage and fix a class of hangs and crashes in long-running processes." This is significant, as excessive memory use in Bun is a common complaint. "Bun is not stable enough for production nor faster than Node in production," said one user on Reddit, for which he blamed memory leaks. Developers working with Bun as a toolkit may not notice this, but using it as a production runtime means "long running workloads amplifying problems that short benchmarks never reveal." Jay V, founder of OpenCode, whose product is an open source AI agent, said on X that "we are moving to Node and Electron, away from Bun and Tauri." Tauri is a Rust framework for cross-platform desktop applications. "Bun is not a good fit for apps with a large user base, you should just stick to Node," he added, citing memory issues, crashes, and "terrible Windows support." That said, Bun is well liked for its speed and rich feature set, and not every deployment is problematic. "I've been very satisfied since I switched to Bun. It's fast and has a great standard library," said one user. There are enough complaints though to suggest caution when using Bun in long-running processes, with reports like this one where GC (garbage collection) seems to be failing with certain functions, ending up with an OOM (out of memory) error. Bun development has proceeded at high speed since its first production release in September 2023. Some users would prefer a slower pace of new features, in return for more focus on stability.
Elon Musk's SpaceX Acquires Right To Buy AI Startup Cursor
Elon Musk's aerospace company, SpaceX, recently announced that it has secured the option to buy the AI code-generation startup, Cursor, or pay for their partnership. SpaceX and Musk's AI startup xAI merged in February this year. If finalised, the deal would strengthen xAI's position in the AI coding space, an area where the Grok chatbot developer has struggled to keep up with competitors. The partnership will also give Cursor more computing capacity to develop AI models. Elon Musk's SpaceX can acquire AI startup Cursor Elon Musk's SpaceX took to social media on April 21 to announce that the company has acquired the option to buy Cursor for $60 billion or pay $10 billion for their partnership. The post read, "SpaceXAI and @cursor_ai are now working closely together to create the world's best coding and knowledge work AI." "The combination of Cursor's leading product and distribution to expert software engineers with SpaceX's million H100 equivalent Colossus training supercomputer will allow us to build the world's most useful models. Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together," the post stated. For those unversed, Cursor is a Silicon Valley startup that uses artificial intelligence to automate coding. Many such startups have found commercial success in this business model. Meanwhile, Colossus is xAI's supercomputer cluster in Memphis. xAI has touted Colossus as the world's largest supercomputer cluster and has spent billions on AI infrastructure. SpaceX has announced this news ahead of its public debut later this year. Last month, Forbes reported that the company filed with the Federal Communications Commission for approval to launch up to 1 million satellites in January 2026. SpaceX is targeting a valuation between $1.5 trillion and $1.75 trillion and a June 2026 public debut. The valuation suggests that the company could fundraise $50 billion or more, creating history as the biggest IPO.
Musk Options Cursor; Anthropic Drops $20; OpenAI Tops Arena
SpaceX takes $60B option on Cursor before June IPO. Anthropic cuts Claude Code from $20 Pro as Amazon's $25B clears. OpenAI Images tops Arena. SpaceX bought a $60 billion option on Cursor, with a $10 billion floor fee if it walks. The deal arrives weeks before a June IPO marketed at up to $1.75 trillion. Cursor's compute, talent, and now its price all point at one rocket company. Anthropic quietly cut Claude Code from its $20 Pro plan this week. No press release, just a documentation edit. Amazon's cumulative $25 billion check cleared the same week. The terminal-dwellers who built the brand are now politely informed their work is complete. Meanwhile OpenAI shipped ChatGPT Images 2.0 with reasoning baked in. A 242-point Arena lead, the largest gap ever recorded. Image generation just stopped being a rendering problem. SpaceX disclosed Tuesday a $60 billion option to acquire AI coding startup Cursor by year-end, with a $10 billion floor fee if it walks. The disclosure landed weeks before SpaceX's planned June IPO at up to $1.75 trillion. The structure is unusual. A ten-billion-dollar "partnership fee" is not a normal breakup clause. It is a floor under any scenario in which SpaceX declines. Cursor closed a $2 billion funding round two days earlier at over $50 billion pre-money. Andreessen Horowitz, Nvidia, and Thrive Capital co-led. The option puts a modest premium on a price the venture market had already set. The compute and talent had already moved. xAI, absorbed into SpaceX in February at a $1.25 trillion valuation, has been renting GPUs to Cursor for Composer 2.5. Cursor's two top engineering leads joined SpaceX in March. Tuesday's disclosure simply named a direction the company was already walking. With Cursor on the balance sheet, SpaceX goes public as an applied-AI firm with launch capacity, not the reverse. Why This Matters: Anthropic stopped listing Claude Code on its $20 Pro plan this week. No press release, no changelog, no customer email. The Claude Code support page now names the $100 and $200 Max tiers only. The change follows a pattern. Earlier this month Anthropic cut OpenClaw from subscriptions after discovering one power user burned $5,000 a day in API-equivalent compute on a $200 Max plan. Amazon's cumulative investment in Anthropic reached a reported $25 billion the same week the page changed. The terminal-dwellers who turned Claude Code into a category were paying twenty dollars a month. With AWS now anchoring revenue, the math no longer requires them. Why This Matters: Prompt: The original diagram from image_58.png, with numerical labels '8', '3', etc., in place, is rendered with precision. All text, including 'Rob Janoff' (single 'f'), 'Apple Inc', '1977', and the full 'REFERENCE' block of text is perfectly clear and legible, verbatim as in image_58.png. The depth of field is sharp on the text and diagram, with thin golden-yellow lines tracing the entire circular construction, identical to the annotation in image_1.png, explicitly showing the path. Small text on its separate dark metal plaque: 'APPLE LOGO: CIRCULAR CONSTRUCTION (original) - TOP-DOWN - NATURAL --chaos 35 OpenAI released ChatGPT Images 2.0 on Tuesday, a reasoning-capable image model that scored 1,512 on LM Arena's Text-to-Image leaderboard. The 242-point lead over Google's Nano Banana 2 is the largest gap between number one and number two ever recorded. The architectural shift is the story. Where rivals compete on pixel quality, OpenAI built image generation into the same reasoning stack that powers ChatGPT. The model can read uploaded files, search the web, and produce eight consistent images from one prompt. High-quality output costs $0.21 per image via API. ChatGPT's 900 million weekly active users now reach the new model from inside the chat window they already use. Adobe, Canva, Midjourney, and the agency billable hour all sit downstream. Why This Matters: How to Run Teams of Humans and AI Agents Side by Side on One Org Chart with Offsite Offsite is a live org chart where humans and AI agents sit as nodes and collaborate in real time. You can bring in external agents like Claude Code, OpenClaw, HeyGen, or anything MCP-compatible, or spin up new agents directly inside Offsite. Every message and handoff flows across the chart visually, so you click an edge to watch a conversation unfold. Real-world actions require human approval by default. Currently in early Alpha. Turn Three Months of Dating Into a Birthday Gift That Is Not a Candle It is Wednesday. Her birthday is Saturday. You have been dating thirteen weeks. You are staring at a tab with a scented candle, a tab with concert tickets for a band she has never mentioned, and a tab with a bottle of wine. All three say "I panicked." You have $150 and three days. Gift: Out-of-print hardcover of The Dog of the South by Charles Portis, Powell's online, $48. Plus a small enamel pin of a croissant from the Paris patisserie she reshared, $18. Note: "You said nobody writes sentences like Portis anymore. Found one. Happy birthday." Backup: A prepaid reservation for two at the Fillmore ramen place, for a Tuesday two weeks out. Generic gifts at three months say "I do not know you yet." Extravagant ones say "I have decided this is serious before we talked about it." The prompt forces specifics you already told it and lands in the observed-but-not-overreaching zone. It also gives you a note, so you do not freeze at the card. Claude is best at weighing tone, the line between thoughtful and mildly stalkerish. ChatGPT works if you are explicit about the relationship stage. Do not paste private texts into any model you are not comfortable with; summarize the specifics yourself in one paragraph. A South Korean court handed down a seven-year prison term to a former Samsung Electronics researcher for transferring high-bandwidth memory process technology to China's ChangXin Memory Technologies. The conviction is the heaviest IP-theft sentence yet in the HBM race and lands as US export controls tighten around advanced memory. A UK competition tribunal cleared a £21 billion ($28B) collective claim accusing Microsoft of overcharging British customers who run Windows Server on AWS, Google Cloud, and Alibaba Cloud. It is now one of the largest competition cases in UK history and an early test of how aggressively the new tribunal will treat hyperscaler licensing. OpenAI has spent the past week walking federal officials, state governments, and the UK, Canada, Australia, and New Zealand through the capabilities of GPT-5.4-Cyber, its offensive-and-defensive cybersecurity model. The pre-deployment briefing pattern mirrors what Anthropic did with Mythos in early April; both labs are running the same playbook of telling governments first and shipping second. SK Hynix announced a 19 trillion won (about $12.85 billion) investment in a new advanced-packaging fab, with construction starting this month. HBM remains the single binding supply constraint on AI training capacity, and SK Hynix is racing to lock in the multi-year capex that Samsung and Micron have already pre-committed. OpenAI is committing up to $1.5 billion to a new joint venture with private-equity firms, starting with a $500 million equity check, to embed its models into PE portfolio companies. The structure is unusual: a model developer underwriting deployment capital so its software lands inside hundreds of mid-market businesses simultaneously. Efforts to restart chip manufacturing in Pennsylvania's Lehigh Valley, the birthplace of US semiconductor production, have stalled after the Trump administration's abrupt CHIPS Act revisions left promised federal funds uncommitted for the past year. The freeze maps onto a wider pattern of domestic-fab projects pausing while Asian capex commitments accelerate, including SK Hynix and ASM the same week. The Dutch deposition-tools maker said it expects Q2 revenue of about €980 million versus the €886.8M consensus, citing strong demand from foundries expanding for AI workloads. ASM is the second European chip-equipment supplier this month to call out an AI capex inflection in its forward guidance. TikTok's plan for Latin America's first hyperscale campus, $9.5B in the first phase and $38B over the program, is drawing environmental opposition over water use in a coastal stretch already classified as semi-arid. The location decision exposes the same energy-and-water tradeoff that paused OpenAI's Stargate UK rollout this month. QBE, Beazley, and other major underwriters are proposing limits on cyber-policy payouts tied to AI use and a newly named "LLMjacking" attack surface where adversaries hijack large language models to bypass enterprise controls. The carve-outs land just as enterprise AI deployment outpaces governance, and the price of insuring the gap is rising fastest of all. Anker introduced Thus, a compute-in-memory silicon design built to run AI workloads directly on consumer hardware, with Soundcore earbuds as the launch device. The bet is that on-device AI moves from phones to the long tail of accessories, and that the company that owns the audio dock owns the next interface layer. Ricursive Intelligence is building a loop where AI designs the chips that power the next generation of AI. The founders wrote the paper that made it possible. 🔁 Founders Dr. Anna Goldie and Dr. Azalia Mirhoseini, co-creators of AlphaChip, founded Ricursive Intelligence in late 2025. AlphaChip was the Google DeepMind research that proved reinforcement learning could design semiconductor floorplans faster than human engineers. Google has used it to lay out every generation of TPU since. Headquartered in the Bay Area. The spelling is intentionally "Ricursive," not "Recursive," for trademark differentiation. Product The thesis is a recursive self-improvement cycle: AI designs better silicon, which runs better AI, which designs better silicon. The company is building systems that compress chip design cycles from months to days, then using those chips to train models that push the next round of design improvements. Customers have not been disclosed. The closest analog is the internal loop Google already runs with TPU, now offered as a frontier lab product. Competition Synopsys and Cadence own electronic design automation and have embedded AI into their flagship tools. Startups like Chips2Go and Silimate chase vertical slices. Ricursive competes less on tools and more on the self-improving-chip thesis, which overlaps uncomfortably with the AI-safety debate about recursive self-improvement. No direct peer operates at this ambition level with this credibility. Financing 💰 $300 million Series A announced January 26, 2026, at a $4 billion post-money valuation, led by Lightspeed Venture Partners. DST Global, NVentures (Nvidia's venture arm), Felicis Ventures, 49 Palms, Radical Ventures, and Sequoia Capital joined. Total funding reaches $335 million, including a $35 million seed at $750 million in December 2025. The Series A priced less than two months after the seed, a rare double-markup. Future ⭐⭐⭐⭐ The AlphaChip co-creators are as credentialed as frontier-lab founders get, and Nvidia's participation signals strategic alignment rather than threat. The risk is existential: if recursive self-improvement works, the loop runs away from the people holding the equity. If it stalls, $4 billion is a lot to pay for a specialized EDA tool. 🔁 The New York Times reported Wednesday that Elon Musk has spent the past six months steering SpaceX away from its founding mission of putting humans on Mars, replacing it with orbital AI data centers, moon-based factories, and a lunar AI chip plant. The Hawthorne cafe mural of a Martian settlement remains. Musk still wears the "Occupy Mars" t-shirt. Investor Ross Gerber, whose firm holds SpaceX shares, called the new business plan "hallucinogenic" and said Musk "has lost his mind." Sources: The New York Times, April 22, 2026 Our take: A man who built his company on a single, unwavering planetary destination has, six months before the largest IPO in tech history, decided the destination was a suggestion. The cafe mural stays. The "Occupy Mars" t-shirt stays. At a recent internal meeting about lunar AI factories, Mars came up once, near the end. Boston College's Brian Quinn, asked how shareholders should value a leader whose mission rotates with the press release calendar, settled on "people believe him or want to believe him." That is the phrase you use for horoscopes. Investors visiting Hawthorne next week will see the mural one last time before the prospectus arrives. After that, Mars becomes a steppingstone to whatever Musk posted on X that morning.
SpaceX secures option to acquire AI coding startup Cursor for $60B
SpaceX added that the deal would pair Cursor's product with its Colossus AI training infrastructure. "The combination of Cursor's leading product and distribution to expert software engineers with SpaceX's million H100 equivalent Colossus training supercomputer will allow us to build the world's most useful models," the post said. "Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together." Deepika Giri, AVP and head of AI research at IDC Asia/Pacific, said the contractual exposure is the immediate concern for enterprise buyers. "Cursor's existing zero-data-retention agreements with model providers like OpenAI and Anthropic could be challenged under the new SpaceX ownership, which might quite likely renegotiate or terminate subprocessor relationships," Giri said. "It is likely that Cursor will cease to maintain model neutrality, which will work in favor of xAI."
Snowflake Makes AI Real for Businesses at Snowflake Summit 26, Featuring Anthropic's Daniela Amodei and Other Industry Leaders
MENLO PARK, Calif.--(BUSINESS WIRE)--Apr 22, 2026-- Snowflake (NYSE: SNOW), the AI Data Cloud company, will host its largest-ever user conference, Snowflake Summit 26, live in San Francisco from June 1-4, 2026. As enterprises rapidly shift from AI experimentation to real-world deployment, Snowflake Summit will showcase what it means to make AI real for business, bringing together the leaders shaping this next era and unveiling innovations that turn enterprise data into intelligence and action. This year's opening keynote will feature a conversation with Anthropic Co-Founder and President Daniela Amodei and Snowflake CEO Sridhar Ramaswamy on Monday, June 1 at 5:00 p.m. PDT.
SpaceX has deal for right to acquire Cursor for US$60 billion
Try refreshing your browser, or tap here to see other videos from our team. SpaceX recently merged with xAI, Musk's artificial intelligence company, which competes with Anthropic and OpenAI in creating generative AI tools for consumers and businesses. The deal comes shortly after Musk said that xAI is behind on software coding tools compared with peers and vowed to rebuild the company from the ground up. In March, he ordered a round of layoffs. He's also been seeking engineering talent, and has previously hired from Cursor.
AI arms race: are Anthropic and OpenAI handing hackers the ultimate weapon?
'Like other tools from the long history of cybersecurity', the latest models 'can be used for both offence and defence' Claims that new AI models can outperform humans at some hacking tasks has sparked widespread alarm about the future of digital security. Tech firms "usually create buzz around products they plan to release", said The Economist. American artificial intelligence lab Anthropic, "has managed to create excitement - and a good deal of worry - around something it plans not to", having announced that its new Claude Mythos model would not be released to the general public. The problem is not that the new model is "buggy or unreliable" but rather "that it works so well that releasing it would put the world's digital infrastructure at risk". What did the commentators say? This next generation of AI models such as Anthropic's Mythos or OpenAI's new closed-version GPT 5.4-Cyber can not only write code, but also recognise errors - or "bugs" - in the code, which can be used to both identify potential weaknesses but also ways to attack computer systems. "It's impressive - and, at the same time, worrying" - because it makes cyberattacks "easier", said professor of cyber security Florian Tramèr on ETH Zurich university's website. A lone hacker "can suddenly try out thousands of variants" and "if one attack fails, he or she can simply try with the next one." "This increases the risks for companies, state institutions or even private individuals," especially "if such models become cheaper and more efficient". Recognising the danger this might pose, Anthropic has limited access to Mythos to a handful of trusted tech companies under an initiative called Project Glasswing. Yet even these strict security protocols appear to have been breached, after the company confirmed it was investigating how a group of users gained "unauthorised access" to Mythos Preview "through one of our third-party vendor environments". The risk of unauthorised access will only "add to anxiety" about Mythos, and "raises concerns" about whether Anthropic "can keep the technology it develops out of the hands of bad actors", said Cristina Criddle in the Financial Times. News of these new models' cybercapabilities had already "sent shockwaves through the markets and prompted high-level discussions among financial institutions and global regulators", with finance ministers from across the G7 hosting bank bosses to discuss what AI-enabled hacking might mean for their businesses. What next? Capitalising on a "mix of fear and excitement over AI and its future impact" has "become a hallmark of the sector and its marketing strategies in recent years", said BBC reporters Liv McMahon and Joe Tidy. In the case of Mythos, "we still do not know enough about it to know whether these hopes or fears are justified, or more a reflection of the hype surrounding the industry". In reality, "like other tools from the long history of cybersecurity", the latest AI models "can be used for both offence and defence", said The New York Times. There is still disagreement on "whether one side of this struggle has gained a significant advantage through AI" and experts are "unsure how the battle will play out in the coming years". Most agree, however, that "the companies and governments that do not embrace the latest AI for defensive purposes will leave themselves enormously vulnerable". With the cyberenvironment experiencing the "most change" ever, said Francis deSouza, the chief operating officer and president of security products at Google Cloud, "you have to fight AI with AI."
SpaceX quietly whispers the risk of its ambitious AI data centers in space
SpaceX is preparing the biggest IPO in history, but its own filing is full of "we're not sure this works" warnings. Elon Musk has been talking up SpaceX's space-based AI ambitions like they are a done deal. At the World Economic Forum in January, he called building AI data centers in space "a no-brainer," and in February, after announcing a merger between SpaceX and his AI firm xAI, he declared that the only way to scale is to build AI infrastructure in space. He even launched a new TeraFab chip factory to build the chipsets that can handle high-ion energy and radiation, allowing the machinery to work in space. But here is the thing. SpaceX's own IPO filing tells a very different story. Is SpaceX's space AI dream more dream than reality? According to a Reuters report, SpaceX's S-1 filing, the document companies are required to submit before going public, quietly warns investors that its plans for orbital AI data centers and human settlements on the moon and Mars "involve significant technical complexity and unproven technologies, and may not achieve commercial viability." The filing also notes that any space-based AI infrastructure would operate "in the harsh and unpredictable environment of space," exposing them to risks that could cause them to "malfunction or fail." Recommended Videos This is not exactly the confident pitch you would expect from a company targeting a $1.75 trillion valuation. Since Tesla has been unable to deliver the Tesla Roadster it announced a decade ago, we can all agree that we should take anything Elon Musk promises with a good degree of skepticism. What about Starship? The second pillar of SpaceX's growth strategy depends on Starship, its next-generation reusable rocket. The filing acknowledges that any "failure or delay in the development of Starship" would directly impact SpaceX's ability to execute on its big plans. Starship has already faced several delays and testing failures, so that is not a small caveat. To be fair, risk disclosures are a legal requirement in IPO filings. Companies have to list every possible thing that could go wrong. But the next-generation technologies SpaceX is exploring, and that Elon Musk is using as talking points to hype the upcoming IPO, it is striking how cautious the fine print sounds compared to his public enthusiasm.
Unauthorized Access to Anthropic's Mythos AI Model Reported by Bloomberg | ForkLog
Unauthorized access to Anthropic's Mythos AI model reported. A small group of unauthorized users gained access to Anthropic's new AI model, Mythos, according to Bloomberg, citing internal documents. The agency reports that several members of a closed online forum accessed the neural network on its release day and have been using it regularly since. Anthropic promotes Mythos as a system capable of detecting and exploiting vulnerabilities "in all major operating systems and web browsers." Consequently, the company has restricted access to a select group of software providers. To infiltrate the system, users employed several tactics: using credentials from an Anthropic contractor's employee, guessing the model's URL based on the company's other systems, and extracting additional information from a data leak at the startup Mercor. A Bloomberg source claims the group intends only to experiment with the new model and does not plan to cause harm. Besides Mythos, its members have access to several other unreleased Anthropic neural networks. "We are investigating a report of unauthorized access to the Claude Mythos Preview through one of our third-party environments," a company representative stated. This incident highlights the difficulty of controlling the spread of potentially dangerous technologies and raises the question of who else might gain access to Mythos and for what purposes. Mozilla reported on its blog that an early version of Mythos helped identify 271 vulnerabilities in the Firefox browser during internal testing. The issues have been resolved. The result demonstrated how advanced AI systems can analyze large codebases and identify weaknesses that previously required meticulous scrutiny by cybersecurity experts. Previously, Mozilla tested another Anthropic model, which identified 22 vulnerabilities in an earlier version of Firefox. Despite the new findings, the company acknowledges that achieving absolute security is an "unrealistic goal." The firm stated that all discovered errors could also have been found by a top-tier human researcher. "Some commentators believe that future AI models will discover entirely new forms of vulnerabilities beyond our current understanding. We do not share this view," the company noted. In April, media reported that the U.S. National Security Agency is using Mythos, despite the startup's conflict with the Pentagon.
Uninvited Users Access Anthropic's Mythos AI Model | PYMNTS.com
By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. That's according to a report Wednesday (April 22) by Bloomberg News, which notes that the company has described Mythos as powerful enough to initiate serious cyberattacks. The report cites a source familiar with the situation, who said a small number of users in a private online forum gained access to Mythos just as Anthropic was announcing plans to release the model to a handful of companies for testing. Since then, this group has continued to use Mythos, but not for cybersecurity reasons, the source said, backing their statement with screenshots and a live demonstration of the model. PYMNTS has reached out to Anthropic for comment but has not yet gotten a reply. Anthropic, the Bloomberg report continued, has said Mythos can spot and exploit vulnerabilities "in every major operating system and every major web browser when directed by a user to do so." With that in mind, the company has been cautious about releasing the model, giving it to a small group of software companies as part of a program known as Project Glasswing. The goal is to allow those companies to test and safeguard their own systems from possible cyberthreats. Bloomberg argues the unpermitted access to Mythos underscores the challenge facing Anthropic in preventing potentially dangerous tech from making its way beyond the company's approved partners. Mythos has sparked cybersecurity concerns among regulators around the world, including from a group of central banks in the Asia-Pacific region earlier this week, following similar warnings in Europe, Great Britain and the U.S. As PYMNTS wrote last week, statements like these demonstrate the "split-screen reality" around Anthropic following Mythos' release. "The company is gaining traction fast in the enterprise market even as regulators and banks scramble to understand the risks that come with more powerful AI tools," that report said. In a separate report, PYMNTS wrote about a recent evaluation of Mythos by the U.K. Government's AI Security Institute (AISI). The most important takeaway from those findings, the report said, is not that AI can already carry out flawless cyberattacks. In fact, the AISI report noted that the success rate is limited. "But systems that can plan and execute multistage intrusions, even inconsistently, represent a baseline that will improve," PYMNTS added. "More compute, better orchestration, and tighter integration with external tools will incrementally close the gap between partial and reliable capability."
Amazon's $25 Billion AI Wager on Anthropic Locks In Compute Supremacy Amid Surging Claude Demand
Amazon.com Inc. just upped the stakes in the artificial intelligence arms race. On April 20, 2026, the company pledged up to $25 billion more for Anthropic PBC, the maker of the Claude chatbot. That's $5 billion upfront. Another $20 billion follows if milestones hit. This piles onto Amazon's prior $8 billion outlay, pushing total exposure past $33 billion potentially. TechRepublic broke down how surging demand for Claude prompted the move, with Anthropic's run-rate revenue jumping from $9 billion at 2025's end to over $30 billion now. Anthropic reciprocates big. It commits more than $100 billion over 10 years to Amazon Web Services technologies. Massive. This secures up to 5 gigawatts of compute capacity -- Trainium2 and Trainium3 chips rolling out now, Trainium4 later, plus tens of millions of Graviton cores. AWS stays Anthropic's go-to for training and critical workloads. By late 2026, nearly 1 gigawatt comes online. CNBC noted the deal at a $350 billion valuation for Anthropic, excluding fresh funds -- better terms than recent rounds. Why now? Claude's footprint exploded. Over 100,000 customers use it on Amazon Bedrock. The full Claude Platform hits AWS private beta, letting enterprises tap native tools under existing accounts -- no new logins, billing intact. Reliability strains in Asia and Europe ease with this capacity boost. Anthropic eyes a year-end stock debut, per whispers. TechCrunch highlighted the chip focus: Graviton CPUs, Trainium accelerators challenging Nvidia. Amazon stock jumped 2-3% after hours. Investors cheer the lock-in. But. This isn't charity. It's infrastructure chess. AWS faces Microsoft Azure's OpenAI grip, Google Cloud's Gemini push. Amazon's $200 billion capex this year targets AI data centers. Trainium adoption proves the bet: cheaper, efficient scaling. Anthropic's spend guarantees revenue streams. Bloomberg pegged the immediate $5 billion at that $350 billion mark, signaling savvy negotiation. Flash back. Amazon kicked off with $4 billion in 2023, added $4 billion in November 2024 -- totaling $8 billion by early 2026. Whispers of more surfaced mid-2025. Now this. Google ponied up billions too, but Anthropic insists no single giant dominates. Still, AWS primacy holds. The New York Times framed it as mammoth tech-AI pacts multiplying. Competitors watch closely. Microsoft poured $13 billion-plus into OpenAI. Amazon counters with Anthropic exclusivity on AWS sales. Claude excels in coding, design -- areas enterprises crave. Revenue? Anthropic's API alone could funnel $1.6 billion to AWS in 2025, per analysts. Now scaled up. GeekWire called it a mirror to OpenAI cloud plays. Risks lurk. Antitrust eyes these ties. Regulators probe Big Tech AI control. Anthropic's costs ballooned -- $2.66 billion on AWS in 2025's first nine months, matching revenue. Profitability? Distant. But compute scarcity favors locked-in pairs. Amazon's prior stake ballooned to $60 billion paper value by early 2026 via convertibles. Gains realized: $12.8 billion, more coming. And the chips. Trainium3 online this year. Project Rainier: 2.2 gigawatts. Power hogs, yes -- 80% more than rivals' plans. Yet essential for frontier models. Anthropic bought 1 million Trainium units already. This deal cements supply chains. Markets react. Marvell Technology, Trainium partner, eyes gains. AMZN gapped up premarket. Broader signal: hyperscalers own the pipe. Seed AI pitches? Tougher now -- build versus buy questions loom large. So Amazon positions AWS central. Claude scales unchecked. $125 billion total pact value over a decade. Boom. The AI buildout accelerates, compute kings prevail.
Snowflake Makes AI Real for Businesses at Snowflake Summit 26, Featuring Anthropic's Daniela Amodei and Other Industry Leaders
MENLO PARK, Calif. -- Snowflake (NYSE: SNOW), the AI Data Cloud company, will host its largest-ever user conference, Snowflake Summit 26, live in San Francisco from June 1-4, 2026. As enterprises rapidly shift from AI experimentation to real-world deployment, Snowflake Summit will showcase what it means to make AI real for business, bringing together the leaders shaping this next era and unveiling innovations that turn enterprise data into intelligence and action. This year's opening keynote will feature a conversation with Anthropic Co-Founder and President Daniela Amodei and Snowflake CEO Sridhar Ramaswamy on Monday, June 1 at 5:00 p.m. PDT.
SpaceX secures deal with AI coding startup Cursor, with option for $60Bn acquisition - The Tech Portal
SpaceX has secured a deal with Cursor under which it can either invest $10 billion in the AI coding startup or acquire it later this year for $60 billion. The structure of the agreement gives SpaceX flexibility to begin with a strategic investment before deciding on a full takeover, with a final decision expected in late 2026. Cursor is known for its AI-powered coding platform that helps developers write, edit, and manage software more efficiently using advanced automation. The deal shows SpaceX's growing interest in AI-driven software beyond its core rockets and satellite business. Under this arrangement, SpaceX can immediately align with Cursor's technology and roadmap through a substantial capital infusion, while retaining the right to move toward full acquisition depending on performance, integration success, and broader market conditions. Such structures are particularly relevant in the AI sector, where valuations are rising rapidly but long-term technological leadership is still evolving. "The combination of Cursor's leading product and distribution to expert software engineers with SpaceX's million H100 equivalent Colossus training supercomputer will allow us to build the world's most useful models," the Elon Musk-led firm said. Cursor has emerged as one of the most prominent players in the AI developer tools ecosystem. Its platform is designed as an 'AI-native' coding environment, meaning AI is not just an add-on but the core interface through which developers interact with software. The system can generate code from natural language prompts, analyze entire codebases, suggest optimizations, and automate debugging processes. The startup claims that it released Composer less than six months ago as its first agentic coding model. Following that, Composer 1.5 scaled reinforcement learning by more than 20 times. Composer 2 then introduced continued pretraining, reaching frontier-level performance while operating at a fraction of the cost of comparable models. According to the company, each increase in computing has translated into significantly more capable models. The latest development coincides with a much broader strategic shift inside SpaceX, where artificial intelligence is becoming central to its long-term vision. Earlier this year, Elon Musk formally merged SpaceX with xAI, creating a combined entity valued at around $1.25 trillion. This merger effectively brought together rocket systems, satellite infrastructure, and advanced AI models under a single umbrella, positioning SpaceX not just as an aerospace company but as a vertically integrated AI and infrastructure powerhouse. At the same time, Musk is aligning Tesla, SpaceX, and xAI around a semiconductor and compute initiative referred to as 'Terafab'. The effort focuses on building in-house chip manufacturing and AI infrastructure. The timing of this AI push becomes even more significant as SpaceX has confidentially filed for what could become the largest IPO in history, targeting a valuation of up to $1.75 trillion along with a potential $75 billion fundraise. The Tech Portal is published by Blue Box Media Private Limited. Our investors have no influence over our reporting. Read our full Ownership and Funding Disclosure →
TAG1 and NRG PALLAS to Expand Lead-212 Supply
TAG1 Inc. and NRG PALLAS B.V. sign LOI to advance access to Lead-212 for radiopharma cancer therapies across Europe. Together, TAG1 and NRG PALLAS will work to deliver pre-clinical and clinical quantities of Lead-212 to cancer drug innovators across Europe, including pioneering therapeutic companies and hospital-based adult and pediatric oncology programs. Under the LOI, the two organizations intend to combine TAG1's proprietary portable Lead-212 generator with NRG PALLAS' world-class Radium-224 production capabilities to meet the supply challenges facing the industry. The partnership will establish a secure, stable, and open supply platform for Lead-212 throughout Europe. "This milestone represents an important step in finding new cures for cancer," said Sumit Verma, President and CEO of TAG1. "By combining NRG PALLAS' experience and infrastructure with TAG1's portable generator, we believe we can accelerate the development of new Lead-212-based therapeutics for patients." "This LOI reflects our commitment to turning ambition into action," said Maurits Wolleswinkel, CEO of NRG PALLAS. "By joining forces with TAG1, we are taking a meaningful step toward making NRG PALLAS a leading supplier of Lead-212 in Europe and toward making the vision of the Lead4Life program a reality for patients." The Netherlands recently launched Lead4Life, an innovative public-private partnership focused on developing Lead-212-based radiopharmaceuticals, with significant emphasis on production and supply chain development. NRG PALLAS and TAG1 are actively exploring how their collaboration can accelerate the pathway from laboratory to patient within this broader initiative. About TAG1 Inc. About NRG PALLAS NRG PALLAS is a world leader in nuclear solutions, specializing in the production of medical isotopes and the development of advanced nuclear technologies. SOURCE TAG1, Inc. Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.
Users gained unauthorised access to Anthropic's Mythos AI in security breach; report reveals its capabilities- Moneycontrol.com
Access involved a Discord group and a third-party contractor. Anthropic's Mythos AI model, described as a high-risk cybersecurity system, has reportedly been accessed by a small group of unauthorised users. The development, first reported by Bloomberg, raises concerns around access control and the risks of exposing advanced AI tools through third-party environments. How the access occurred According to the report, the breach involved individuals linked to a private online forum, including a person identified as a third-party contractor for Anthropic. The group is said to have used a mix of contractor-level access and commonly available internet tools to gain entry into the system. The users are believed to be part of a Discord-based community that tracks unreleased AI models. They reportedly used knowledge of Anthropic's system formats, obtained from a previous data breach, to make an educated guess about where the Mythos model was hosted. What Mythos is capable of Claude Mythos Preview is a general-purpose AI model with cybersecurity capabilities. Anthropic has stated that the system can identify and exploit vulnerabilities across major operating systems and web browsers when instructed by users. Due to the nature of these capabilities, access to Mythos is limited under the company's Project Glasswing initiative. Selected partners include Nvidia, Google, Amazon Web Services, Apple, and Microsoft, while governments are also exploring its potential use. Anthropic has not announced plans for a public release, citing the risk of misuse. Timeline and usage The unauthorised access reportedly began on April 7, the same day Anthropic announced limited testing of the model. The group has reportedly continued to use Mythos since gaining entry, sharing screenshots and demonstrations as evidence. Reports indicate that the users avoided using the model for cybersecurity-related tasks to reduce the chances of detection. The group is also said to have accessed other unreleased Anthropic AI models. Company response Anthropic has confirmed that it is investigating the incident. The company stated that there is currently no evidence suggesting its core systems have been compromised or that the breach extends beyond a third-party vendor environment.
Snowflake Makes AI Real for Businesses at Snowflake Summit 26, Featuring Anthropic's Daniela Amodei and Other Industry Leaders
Snowflake (NYSE: SNOW), the AI Data Cloud company, will host its largest-ever user conference, Snowflake Summit 26, live in San Francisco from June 1-4, 2026. As enterprises rapidly shift from AI experimentation to real-world deployment, Snowflake Summit will showcase what it means to make AI real for business, bringing together the leaders shaping this next era and unveiling innovations that turn enterprise data into intelligence and action. This year's opening keynote will feature a conversation with Anthropic Co-Founder and President Daniela Amodei and Snowflake CEO Sridhar Ramaswamy on Monday, June 1 at 5:00 p.m. PDT. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260422291081/en/
