******Anthropic $30B Series G/$30B ARR/Mythos/Glasswing launch & IPO plans vs OpenAI $122B funding/Amazon $50B/Sora/'Spud'/xAI/TBPN + MS-NVIDIA/Google/Broadcom alliances + OpenClaw paywall + Meta largest Claude contract******
Key Questions
What is Anthropic's current annual recurring revenue (ARR)?
Anthropic's run-rate revenue has surpassed $30 billion as of April 2026, up from $9 billion at the end of 2025 and $19 billion in February. This represents an addition of $11 billion ARR in one month, equivalent to the combined ARR of Palantir, Anduril, and Databricks.
What is the Mythos model and how is it being previewed?
Mythos is Anthropic's upcoming powerful AI model, with a preview debuted in a new cybersecurity initiative called Glasswing. Glasswing involves partnerships with Microsoft, Amazon, Apple, Broadcom, Cisco, and CrowdStrike to address thousands of vulnerabilities, including OpenBSD zero-days.
What are Anthropic's major compute deals?
Anthropic has expanded its compute deal with Google and Broadcom to 3.5GW amid skyrocketing demand. This supports their growth, alongside a reported $30B Series G funding round aiming for a $380B valuation and an October IPO.
What is Meta's relationship with Anthropic?
Meta appears to have Anthropic's largest contract, potentially the biggest in software history, involving 60T tokens under 'Claudeonomics.' This deal contributes significantly to Anthropic's revenue surge.
What changes have been made to OpenClaw access?
Anthropic now requires Claude subscribers to pay extra to use the open-source OpenClaw agent framework. Free access via subscriptions has ended, prompting users to upgrade for continued use.
What is Glasswing and its partnerships?
Glasswing is Anthropic's cybersecurity initiative previewing Mythos to protect against cyberattacks, identifying thousands of vulnerabilities and OpenBSD zero-days. Partners include Microsoft, Amazon, Apple, Broadcom, Cisco, and CrowdStrike, with $100M credits and government discussions.
Has Anthropic made any recent acquisitions?
Anthropic acquired stealth AI startup Coefficient Bio for around $400 million, expanding into healthcare and biotech. This follows their push into new sectors amid rapid growth.
How does Anthropic compare to OpenAI in funding and valuation?
Anthropic is pursuing a $30B Series G round at $380B valuation with October IPO plans, contrasting OpenAI's $122B funding leading to an $852B valuation. Tensions exist between Microsoft-OpenAI and AWS, amid OpenAI's Sora, 'Spud', and xAI developments.
Anthropic $30B ARR Apr '26 (up $16B YTD)/Meta 60T tokens 'Claudeonomics'/Mythos preview via Glasswing cybersec (MS/Amazon/Apple/Broadcom/Cisco/CrowdStrike; 1000s vulns/OpenBSD zero-days/$100M credits/gov talks)/Google/Broadcom 3.5GW/$30B Series G/$380B val/Oct IPO/MS-NVIDIA $15B. OpenAI $122B $852B val/TBPN/media criticized/superapp/M&A/Sora/'Spud'/xAI. MS-OpenAI-AWS tensions/revamp.