Anthropic Beats OpenAI + Google's $40B Bet | AI News in 5

Anthropic just passed OpenAI in revenue for the first time ever. Google signed a classified Pentagon deal and then invested $40 billion in the company it competes with. And OpenAI just put an expiry date on every custom GPT. This week, Google locks in a classified defense agreement as Anthropic gets cut out, Google commits $40 billion to its biggest AI rival, Meta posts its fastest growth since 2021 but still watches its stock fall, OpenAI shuts down custom GPTs in favour of autonomous Workspace Agents, and Anthropic overtakes OpenAI in annualized revenue at $30 billion. If you are a founder, operator or executive trying to keep up with AI, this is your weekly five-minute briefing every Tuesday. Stories Covered This Week: Google signs a classified Pentagon agreement giving access to Gemini for sensitive defense work as Anthropic gets cut out Google announces plans to invest up to $40 billion in Anthropic despite competing directly with Claude Meta reports $56.3 billion in Q1 revenue, up 33% year over year, but stock falls 7% on AI spending concerns OpenAI introduces Workspace Agents and deprecates custom GPTs for business accounts by August 2026 Anthropic's annualized revenue hits $30 billion, passing OpenAI for the first time Episode timestamps: 00:00 Intro 00:20 Google signs classified Pentagon deal 01:10 Google invests $40 billion in Anthropic 02:00 Meta beats earnings but stock falls 02:50 OpenAI replaces custom GPTs with Workspace Agents 03:40 Anthropic passes OpenAI in revenue 04:30 Outro Partner Links Subscribe to our free newsletter: https://newsletter.theaireport.ai/subscribe Join the community: www.theaireport.ai/leaders-launch-guide Learn more about your ad choices. Visit megaphone.fm/adchoices

Monday.com has 225,000 customers and over 60,000 seats at some of its largest accounts. So when its co-founder says the company completely changed its vision, that is worth paying attention to. In this episode, Liam Lawson sits down with Roy Mann, co-founder of Monday.com, to talk about the three waves of AI, why managing work is no longer the goal, and how Monday is now betting everything on agents actually doing the work instead. Roy also breaks down Agent Talent, the marketplace where companies can hire AI agents like employees, why Monday opened its platform to agents as first class citizens, and what adaptability really means when technology is moving this fast. Stories Covered This Week: The three waves of AI and why wave three changes everything Why Monday changed its core vision from managing work to doing the work Agent Talent: hiring AI agents like employees with real job postings and qualifications Selling to agents, not just humans, and what that marketing looks like The SaaS apocalypse and whether the per seat model is actually dead OpenClaw, open source AI, and why Roy thinks this is a democratic technology The future of work, abundance vs scarcity, and why adaptability is the only skill that matters Timestamps: 00:00 Intro 00:45 The three waves of AI 03:42 Customer reception to agents 07:16 The developer who went from terrified to empowered 10:33 What personality traits succeed in the agent economy 12:16 Monday's internal AI infrastructure 19:44 Agent Talent and selling to agents 24:50 How to sell to an agent 27:37 Testing and qualifying agents with Sensei 30:22 Why open source matters 32:22 The future of work 36:44 Is the per seat model dead? 39:51 OpenClaw and local models 44:04 Paperclip and multi-agent orchestration 52:09 Roy's ideal future of work 56:42 Betting everything on agents with Monday stock down 76% 01:00:00 Where Monday's adaptability comes from 01:01:43 Why do you do what you do? Partner Links Subscribe to our free newsletter: https://newsletter.theaireport.ai/subscribe Free AI Tool Stack: https://community.theaireport.ai/checkout/the-ai-report-welcome-gift?coupon_code=WRTH Join the community: www.theaireport.ai/leaders-launch-guide Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI model that was too dangerous to release just got breached. Anthropic entered the design software market. And OpenAI dropped its biggest model yet, just six weeks after the last one. This week, the NSA is using Anthropic's Mythos despite the Pentagon blacklisting the company, Claude Design takes on Figma and sends its stock down 7%, Yelp transforms into an agentic consumer app, Mythos gets accessed by an unauthorized Discord group, and OpenAI fires back with GPT-5.5. If you are a founder, operator, or executive trying to keep up with AI, this is your weekly five-minute briefing every Tuesday. Stories Covered This Week: NSA uses Anthropic's Mythos Preview despite the Pentagon declaring the company a supply chain risk Anthropic launches Claude Design, a prompt-to-prototype design tool that sent Figma stock down 7% Yelp's upgraded AI assistant can now book restaurants, doctors, and more in one conversation Anthropic investigates unauthorized access to Mythos through a third-party vendor environment OpenAI releases GPT-5.5, scoring 88.7% on SWE-bench with a 60% drop in hallucinations vs GPT-5.4 Episode Timestamps: 00:00 Intro 00:20 NSA uses Anthropic's Mythos despite Pentagon blacklist 01:10 Anthropic launches Claude Design 02:00 Yelp's AI assistant goes full service 02:50 Anthropic investigates Mythos breach 03:40 OpenAI drops GPT-5.5 04:30 Outro Partner Links Subscribe to our free newsletter: https://newsletter.theaireport.ai/subscribe Join the community: www.theaireport.ai/leaders-launch-guide Learn more about your ad choices. Visit megaphone.fm/adchoices

Two years ago, Mischa Collins was let go from her marketing manager role at a startup. After months of applying to jobs she was overqualified for and hearing nothing back, she decided to stop playing the victim and take control. She posted about her journey on LinkedIn. It went viral. Then she posted again. That went even more viral. From just two posts, she signed three clients and launched her career as a full-time LinkedIn creator. Today, Mischa has grown to over 50K followers in just 18 months, runs a ghostwriting agency, coaches founders on personal branding, and is currently living in a "LinkedIn Influencer House" in Mexico with business partners Corey Blumenfeld and Charlie Hills. In this conversation with Liam, she breaks down exactly what's working on LinkedIn right now, why the algorithm has shifted more in the past month than in her entire time posting, and the specific content formats (infographics and cheat sheets) that are massively outperforming everything else. She also shares the real numbers behind her content: how a single post with a text overlay hit 80,000 impressions while the same post without one got just 5,000. Key Topics Covered How getting fired became the best thing that ever happened to her career Going from fashion to tech sales to full-time LinkedIn creator The 2 LinkedIn posts that went viral and signed her first 3 clients Growing from 0 to 50K LinkedIn followers in 18 months Why the LinkedIn algorithm has shifted more in the past month than ever before Dwell time: the metric that matters most on LinkedIn right now Infographics vs lifestyle images: 80K impressions vs 5K from the same creator How to run a ghostwriting agency and what clients actually need Brand partnerships on LinkedIn: what makes a good campaign vs a bad one Platform dependence: why relying on one social platform is risky The "LinkedIn Influencer House" in Mexico with Corey Blumenfeld and Charlie Hills Building a personal brand while staying authentic Why rock bottom is the best place to build from Episode Timestamps 00:01 - Introduction and the LinkedIn Influencer House in Mexico 02:01 - Origin story: fashion to tech sales to LinkedIn 03:33 - How LinkedIn content landed her marketing manager role 05:02 - Getting let go and the two months of rejection 05:49 - The viral LinkedIn post that launched her solo career 08:00 - Growing to 50K followers: what worked 15:07 - What's working on LinkedIn right now (algorithm shift) 16:36 - The 80K vs 5K impressions experiment 17:41 - AI's impact on LinkedIn content creation 22:00 - Building a ghostwriting agency 27:00 - Niche vs expanding your content topics 31:55 - Platform dependence and branching to Instagram/TikTok 36:00 - The creator economy on LinkedIn 40:00 - Revenue streams: brand deals, coaching, ghostwriting, cohorts 47:03 - Breaking down her income sources 50:00 - Helping brands run better LinkedIn creator campaigns 55:00 - The future of personal branding 01:00:00 - Building a life on your own terms 01:10:34 - Why you don't need to stay in your lane 01:11:06 - Where to find Mischa Mischa's Socials: LinkedIn — https://www.linkedin.com/in/mischacollins/ Instagram — @mischabuildsbrands Partner Links Book Enterprise Training — https://www.upscaile.com/ Subscribe to our free newsletter — https://www.theaireport.ai/subscribe Get free AI resources: https://community.theaireport.ai/checkout/the-ai-report-welcome-gift?coupon_code=WRTH Learn more about your ad choices. Visit megaphone.fm/adchoices

$852 billion. That's what OpenAI is now worth, and its own investors are starting to question if that math adds up. This week, Anthropic's new model takes the coding crown from GPT-5.4, OpenAI's backers get cold feet, Snap cuts 1,000 jobs and points the finger at AI, twelve tech giants team up to secure the internet, and Nvidia writes a $5 billion check to its oldest rival. If you're a founder, operator, or executive trying to keep up with AI, this is your weekly five-minute briefing every Tuesday. Stories Covered This Week: Claude Opus 4.7 hits 87.6% on SWE-bench Verified, beating GPT-5.4 and Gemini 3.1 Pro on coding OpenAI's $852B valuation faces scrutiny as Anthropic's revenue triples to $30B in one quarter Snap lays off 1,000 people (16% of staff), citing AI writing 65% of its code Anthropic launches Project Glasswing with Amazon, Apple, Microsoft, Google, Nvidia and 7 others Nvidia invests $5B in Intel, co-developing x86 chips built for its AI stack Timestamps: 00:00 Intro 00:31 Claude Opus 4.7 takes the coding crown 01:26 OpenAI investors get cold feet 02:18 Snap cuts 1,000 jobs, blames AI 02:56 Project Glasswing: Securing the world’s critical software 03:49 NVIDIA invests 5 billion into Intel 04:41 Outro Partner Links Book Enterprise Training: https://www.upscaile.com/ Subscribe to our free newsletter: https://www.theaireport.ai/subscribe Free AI Tool Stack: https://community.theaireport.ai/checkout/the-ai-report-welcome-gift?coupon_code=WRTH Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Andrew Warner, founder of Mixergy, host of over 2,500 founder interviews, and creator of The Next New Thing, reveals why the most exciting business opportunity in AI right now isn't building another chatbot or SaaS tool. It's building for AI agents as customers. Andrew shares how one founder went from $3K to $70K/month by simply pivoting his social media tool to serve AI agents instead of humans, why Jason Fried at Basecamp is now adding agent-first features, and what this means for every entrepreneur and operator watching the AI wave. Andrew breaks down his own AI tech stack (Claude Code, VS Code, Atlas Browser, OpenClaw), why he keeps a separate laptop just for AI agent work, and the brutal honesty about how much time we're all spending "playing" with AI vs. actually building revenue-generating products. He and Liam go deep on the "SaaSpocalypse" debate, whether intelligence becoming a utility makes audience and distribution the only real moats, and why the agent-to-agent economy, where software sells to other software, might be the biggest shift since mobile. Key Topics Covered How Andrew built a $30M/year email newsletter business in his 20s and what he learned about monetization The origin story of Zapier: Andrew was their first paying customer before they even had a product Why AI's "shiny object syndrome" is the biggest trap for builders right now Andrew's daily AI tech stack: Claude Code, VS Code, Atlas Browser, Claude Desktop, and WhisperFlow How Postiz went from $3K to $70K/month by becoming the social media tool for AI agents The agent-to-agent economy: why your next best customer might not be human Is SaaS dead? Andrew's nuanced take after 2,500+ founder interviews Why audience and platform stickiness are the only real moats when intelligence becomes a utility Liam's Claude automation workflows: auto-generating guest research, marketing assets in 5 minutes Vibe video editing and the future of AI-powered content production Episode Timestamps 00:00 - Introduction and welcome 00:28 - Andrew's background: building a $30M email newsletter empire 02:00 - Selling the business in his mid-20s and traveling the world 06:19 - Starting Mixergy and doing 2,500+ founder interviews 09:39 - The founders Andrew admires most: Wade Foster and Zapier's origin story 12:07 - How solving problems for free changes your career 12:51 - AI's shiny object syndrome: building for fun vs. solving real problems 14:36 - Andrew's mission: helping AI builders find real revenue 17:45 - Andrew's AI tech stack: VS Code, Claude Code, Atlas Browser, WhisperFlow 22:32 - The ideal future of work with AI agents 24:31 - What's most impressive and most underwhelming about AI right now 25:20 - Building a social listening tool with AI 27:08 - The SaaSpocalypse debate: can you vibe-code your own tools? 36:12 - Postiz: from $3K to $70K/month by selling to AI agents 38:17 - The agent-to-agent marketplace future 40:06 - Liam's Claude automation: auto-generating guest research briefs 43:19 - Real-time AI workflows with WhisperFlow and Claude 48:02 - Why investing time in AI compounds exponentially 50:05 - Creating marketing assets in 5 minutes with Claude 51:27 - Vibe video editing: the next frontier for content creators 53:42 - Thought experiment: what's defensible when intelligence is a utility? 55:39 - The bread maker analogy: why SaaS won't actually die 58:01 - What makes software defensible: switching costs and stickiness 01:00:47 - Postiz deep-dive: the agentic social media scheduling tool 01:03:26 - Agent-first businesses: newsletters, chat apps, and tools built for agents 01:08:51 - Where to find Andrew and closing thoughts Andrew's Socials: LinkedIn — https://www.linkedin.com/in/andrewwarner/ Website — https://thenextnewthing.ai Partner Links Book Enterprise Training — https://www.upscaile.com/ Subscribe to our free newsletter — https://www.theaireport.ai/subscribe Get free AI resources: https://community.theaireport.ai/checkout/the-ai-report-welcome-gift?coupon_code=WRTH Learn more about your ad choices. Visit megaphone.fm/adchoices

$1.75 trillion SpaceX IPO, Meta's closed-source Muse Spark, Anthropic's restricted Claude Mythos, OpenAI's four-day work week proposal, and Google's open-source Gemma 4. This week, the biggest companies in AI are making very different bets on power, access, and what happens next. AI News in 5 is your fast, no-fluff weekly AI news roundup for founders, operators, and executives who need to stay current. Every Tuesday, in 5 minutes. Stories Covered This Week: Meta launches Muse Spark, its first closed-source AI model under Alexandr Wang's $14B deal Anthropic restricts Claude Mythos to 50 partners via Project Glasswing over cybersecurity concerns OpenAI publishes 13-page policy calling for 32-hour work weeks and a "robot tax" SpaceX files for $1.75T IPO after $1.25T merger with xAI to build orbital data centers Google releases Gemma 4, open-source models running on a single laptop Timestamps: 00:00 Intro 00:25 Meta launches Muse Spark, goes closed-source 01:15 Anthropic holds back Claude Mythos over hacking risks 02:10 OpenAI proposes four-day work week and robot tax 03:05 SpaceX files for $1.75 trillion IPO 03:55 Google releases Gemma 4 open-source 04:45 Outro Partner Links Book Enterprise Training: https://www.upscaile.com/ Subscribe to our free newsletter: https://www.theaireport.ai/subscribe Free AI Tool Stack: https://community.theaireport.ai/checkout/the-ai-report-welcome-gift?coupon_code=WRTH Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Yasmeen Ahmad, Managing Director of Product Management for Data & AI Cloud at Google Cloud, reveals why 80–90% of enterprise data is "dark" and untouched — and how Google Cloud is building the tools to finally unlock it. Yasmeen shares how BigQuery's new Knowledge Engine captures the invisible business context that human analysts have always carried in their heads, and why this semantic layer is the real unlock for enterprise AI in 2026. Yasmeen breaks down how enterprises are scaling from 50 to 2,000 autonomous AI agents, why continuous evaluation (not unit testing) is the only way to keep agents trustworthy, and what Google learned from seeing 50% of its own code now written by AI. She also explains why 95% of AI pilots produce zero measurable ROI — and why companies that partner with a platform like Google Cloud see dramatically different results. Plus, her contrarian take on governance: it's not the brake, it's what lets you drive 150 mph into the bend with confidence. Key Topics Covered Why 80–90% of enterprise data is "dark" unstructured data that GenAI can finally unlock How BigQuery's Knowledge Engine captures the invisible business context analysts carry in their heads The semantic layer: why the next big unlock is context, not just more powerful models How enterprises are scaling from 50 to 2,000 autonomous AI agents Intent-driven agentic AI: giving agents outcomes instead of step-by-step instructions Why continuous evaluation is replacing traditional unit testing for AI agents Google's internal AI adoption: 50% of code written by AI, 10% engineering efficiency gains Why 95% of AI pilots produce zero ROI and what changes that outcome AI governance as an accelerator — the "brakes that let you drive 150 mph" framework Why culture and founder mentality matter more than technology budget for AI success Episode Timestamps 00:00 - Introduction and welcome 00:50 - Being Scottish in Silicon Valley and the power of community 03:13 - The career thread: curiosity, pivots, and getting outside your comfort zone 06:20 - What makes data fascinating: the hidden stories inside numbers 07:48 - Why data is the lifeblood of enterprise AI 10:19 - 80–90% of enterprise data is "dark" and untouched 12:59 - What BigQuery actually does (explained simply) 14:50 - The invisible work: knowledge layers and business semantics 17:38 - The agentic AI moment: agents that think, plan, and execute 20:41 - From 50 to 2,000 autonomous agents inside enterprises 22:07 - Why you can't evaluate AI agents like traditional software 25:46 - Signals of AI readiness: Google's 50% AI-written code and Honeywell's 30% efficiency gains 30:21 - Why 95% of AI pilots produce zero ROI 35:37 - Governance as a speed accelerator, not a brake 39:53 - Who's best poised to win: culture over budget 45:59 - Why do you do what you do? Yasmeen's Socials: LinkedIn — https://www.linkedin.com/in/yasmeenahmaduk/ Partner Links Book Enterprise Training — https://www.upscaile.com/ Subscribe to our free newsletter — https://www.theaireport.ai/subscribe Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we break down the "Agentic Brain" — the architecture behind AI agents that can think, plan, and execute multi-step workflows with minimal human oversight — and why the agentic AI market is about to explode from $7.8 billion to over $52 billion by 2030. We reveal how the smartest enterprises are already deploying autonomous agents that handle everything from customer service to internal operations, and why only 14% of companies have production-ready agentic solutions despite all the hype. We go deep on what "bounded autonomy" actually means in practice, how multi-agent systems work (inquiries surged 1,445% in just one year), and why Gartner predicts 40% of enterprise apps will embed AI agents by the end of 2026. We also cover the real-world examples of companies using agents to handle 80% of customer service autonomously, the difference between "agentic AI" and a chatbot with extra steps, and what operators and executives need to understand before deploying agents inside their organizations. Key Topics Covered What the "Agentic Brain" is and how it differs from traditional chatbots and copilots Why the agentic AI market is projected to grow from $7.8 billion to $52 billion by 2030 How multi-agent systems work: planning, reasoning, tool use, and memory Why only 14% of companies have production-ready agentic solutions despite massive investment The concept of "bounded autonomy" and why it matters for enterprise deployments How some companies are already using AI agents to handle 80% of customer service autonomously Why multi-agent system inquiries surged 1,445% in one year Gartner's prediction that 40% of enterprise apps will embed AI agents by end of 2026 The difference between real agentic AI and hype — how to tell what's actually production-ready What executives and operators need to know before deploying AI agents in their organizations Episode Timestamps 00:00 - Introduction and meet the Agentic Brain team 00:39 - Today's agenda: three practical AI agents 01:09 - Agent 1: Personalized learning agent 03:05 - How the learning agent works 09:25 - Live demo: testing the learning agent 16:50 - Future of personalized learning with AI 24:51 - Agent 2: Sales analysis agent 28:31 - Demo: Sales performance dashboard 32:41 - Call quality and feedback analysis 46:18 - Real-world impact: proactive team management 49:26 - Agent 3: Customer service agent 50:52 - Multi-agent systems and scaling 78:55 - Closing remarks and thanks Partner Links Work with Agentic Brain — https://cal.com/forms/44f75adf-4741-4c5e-88d5-3249592ada99 Book Enterprise Training — https://www.upscaile.com/ Subscribe to our free newsletter — https://www.theaireport.ai/subscribe Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on AI News in 5: OpenAI kills Sora just six months after launch — blindsiding Disney and losing a billion-dollar deal. Amazon drops $50 billion on OpenAI, putting Microsoft on the warpath. Apple dumps OpenAI and partners with Google to rebuild Siri. OpenClaw becomes the fastest-growing open-source project in history. And a hacker infects a popular AI tool downloaded 3.4 million times a day. Subscribe to our free newsletter — https://www.theaireport.ai/subscribe AI training for your team — https://www.upscaile.com/ Connect with Liam — https://www.linkedin.com/in/not-the-f1-driver-liam-lawson/ Get free AI resources: https://community.theaireport.ai/checkout/the-ai-report-welcome-gift?coupon_code=WRTH About The AI Why with Liam Lawson: The AI Why breaks down what's actually happening in AI — who's building it, how it's being implemented at scale, and why the people building it do what they do. New episodes every Tuesday (AI News in 5) and Thursday (founder and exec interviews). Learn more about your ad choices. Visit megaphone.fm/adchoices