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things got heated in AI this week: new models, major exec exits, jensen lost his shit and new IPOs:
> 3 top openai heads resigned. Head of sora, head of science and CTO of enterprise apps.
> anthropic killed figma after releasing Claude Design. stock is down 50% this year
> opus 4.7 is out, frontier coding model but it looks like it’s about to get beat….
> new openai model (gpt PRO) has been spotted and cooks every other model
> anthropic private shares are being valued at $1 trillion. more than openai
> the NSA has been outed for using claude despite the pentagon ban.
> Jensen told dwarkesh he doesn’t recognise “lose mentality” in response to being questioned about china.
> allbirds, a wool shoe company, has pivoted to AI gpu provider
> rumours: anthropic to sign GPU deal with AMD.
> cerebras filed for IPO at $30B val
also big week coming up - openai spud and deepseek v4
let’s. fucking. go.