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Earthworms don’t have one heart. They have ten little overachievers. |
Well, technically, five pairs of heart-like structures that pump blood around their squishy little bodies. |
One heart was apparently too mainstream. |
What’s in store: |
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Read Time: 5 minutes |
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ANTHROPIC |
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Anthropic has confidentially filed for a potential IPO with the US Securities and Exchange Commission, giving the AI company the option to go public once regulators finish their review. |
The company said any listing will still depend on market conditions. |
A confidential filing does not set a fixed IPO date, but it is an important step towards a possible public debut. |
Anthropic’s move comes as OpenAI is reportedly preparing its own filing, while SpaceX has already filed its prospectus and is expected to begin its investor roadshow this week. |
Founded in 2021 by former OpenAI staff, Anthropic is best known for Claude, its family of AI models, including the coding assistant Claude Code. |
The company has grown quickly this year. In May, it said its revenue run rate had reached $47 billion, up from $10 billion last year. |
It also raised fresh funding at a $965 billion valuation, ahead of OpenAI’s reported $852 billion valuation in March. |
Part of that momentum comes from Claude Mythos Preview, a cybersecurity-focused AI model released to selected companies through Anthropic’s Project Glasswing initiative. |
The company has also been speaking with senior Trump administration officials about the model’s capabilities. |
What matters here: |
Anthropic has taken a major step towards a possible IPO. Claude’s growth is being driven by coding, business use, and cybersecurity. Its Pentagon dispute is still ongoing, but private-sector demand remains strong. |
Compute is rent |
Anthropic is still dealing with a dispute with the Pentagon, which blacklisted its models after talks with the company broke down. |
Defence contractors dropped Anthropic to comply with the order, but business demand for its AI tools has continued to grow. |
Claude has also gained ground with consumers, reaching the No. 1 spot on Apple’s US free app chart in late February. |
To support its growth, Anthropic has signed major infrastructure deals, including an agreement with SpaceX to use spare compute at its Colossus 1 data centre in Memphis. |
Under the deal, Anthropic will pay SpaceX $1.25 billion per month until May 2029, though either side can end the agreement with 90 days’ notice. |
Claude has a Pentagon lawsuit, a SpaceX bill, and Wall Street attention. Busy week for a chatbot.- MG |
Would you invest in Anthropic if it went public? |
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Vote for live results and see results + opinions from yesterday at the bottom of the email. |
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AI TRANSFORMATION |
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What do you call a three-humped camel? |
Find the answer at the bottom of the email! |
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I use it to deep dive into LEGAL matters. For example I prompt my LLM to act as my Kings Council (aka Silk) and a Professor of Defamation Law when considering my position after posting a Doesn't Recommend about a dentist on Facebook - and his aggressive reply. The responses are amazing (tailored to the Law here in Australia of course), including major intersections with regulations around privacy, PLUS actionable strategies ... However, importantly, these superb, adaptive machines are not necessarily flawless. But regardless, the massive knowledge discovery is the gold here and that is something I would not otherwise have access to. OK, I admit it, I'm a fan. |
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| Paul, Australia |
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Tell us how you’re using AI! → |
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GOOGLE |
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Alphabet plans to raise $80 billion to fund the rising cost of its AI infrastructure, as demand for its AI products continues to outpace its available computing power. |
Berkshire Hathaway is backing the move with a $10 billion private investment, split between Alphabet’s Class A and Class C shares. |
The firm first began building its Alphabet stake in late 2025. |
The wider funding plan includes a $30 billion public offering and a $40 billion at-the-market share sale expected to launch in the third quarter of 2026. |
In brief: |
Alphabet is raising $80 billion to support its AI infrastructure. Berkshire Hathaway is investing $10 billion in the company. Strong AI demand is putting pressure on Alphabet’s compute capacity. |
Backlog gets chunky |
Alphabet said the money will help expand its AI capacity while keeping its balance sheet stable. |
The company expects to spend between $180 billion and $190 billion on capital projects in 2026, with spending likely to rise again in 2027. |
Google Cloud is also growing quickly. First-quarter revenue rose 63% year over year, while its backlog nearly doubled to more than $460 billion. |
More than 8.5 million developers now use Google’s AI models each month. |
A small loan of 80 billion dollars.- MV |
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Space: Astronomers have detected the first evidence of magnetic fields around exoplanets, a breakthrough that could aid the search for habitable worlds beyond our solar system.
Business: London commuters faced major disruption as Tube strikes halted services across parts of the network, with further walkouts planned.
Music: The final studio album featuring late Fall frontman Mark E. Smith is nearing release, with collaborators describing it as a collection of “absolute bangers.” |
Don’t Miss: Google is adding a new anti-scam feature to its Phone app that can detect when someone is spoofing a trusted contact’s number, a tactic often used in AI voice scams. If a call cannot be verified as coming from the real contact, Android users will receive a warning before answering. |
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Image of the Day |
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Artwork submitted by Mindstream reader Henrique: “Vintage photography of a crowded 1950s Italian bar” |
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Daily Image Prompt |
Ocean observatory suspended inside a colossal air bubble |
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Submit your artwork to Mindstream → |
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“Would you pay more for an AI-powered PC?” |
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No, my laptop can suffer in silence - 40% |
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Riddle Me This Answer: Pregnant! |
#1099
Wednesday Outro |
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