Claude Opus 4.7 Is Out... But Anthropic Is Hiding Something

Summary

The hosts review the week's major AI and tech news, focusing on Anthropic's release of the Opus 4.7 model, its soaring private valuation, and the surrounding market hype. They also cover Allbirds' bizarre stock surge after an AI pivot, trader Leopold Aschenbrenner's massive gains, NVIDIA's geopolitical stance, and U.S. government concerns over advanced AI models. The discussion touches on broader market frothiness and long-term technological disruptions.

• Anthropic released Opus 4.7, an incremental improvement over 4.6, but it is overshadowed by the much more powerful, unreleased Claude Mythos model.
• Anthropic's private valuation has surged to $850 billion amid rumors of a future IPO, fueled by product releases and secondary market activity.
• Microsoft is integrating Claude AI into its Office suite, signaling a potential shift away from exclusive reliance on OpenAI.
• Allbirds stock skyrocketed 850% in a day after announcing a pivot to becoming a GPU provider, seen as a sign of extreme market froth.
• Trader Leopold Aschenbrenner's fund has reportedly made ~$2.5 billion this year from investments in Bloom Energy, CoreWeave, and SanDisk.
• NVIDIA CEO Jensen Huang defended selling GPUs to China, arguing the U.S. ecosystem is not a 'loser' and that GPU platforms are sticky.
• The U.S. government is re-engaging with Anthropic over national security concerns related to the powerful Mythos model.
• The episode also briefly covers a SpaceX engineer's water purification startup and a dystopian Korean gene-control technology.