AI Step-Change Alert!

Mar 27, 2026 21m

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Episode Description

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX IPO to normies? And of course, the Weekend Longreads Suggestions. Anthropic wins preliminary injunction in DOD fight as judge cites ‘First Amendment retaliation’ (CNBC) Exclusive: Anthropic acknowledges testing new AI model representing ‘step change’ in capabilities, after accidental data leak reveals its existence (Fortune) Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update (Bloomberg) Sony is raising PS5 prices by $100 in April (The Verge) OpenAI Surpasses $100 Million Annualized Revenue From Ads Pilot (The Information) Exclusive: Musk rewrites IPO playbook with large slice of SpaceX stock for retail investors, source says (Reuters) Weekend Longreads Suggestions: Gemini task automation is slow, clunky, and super impressive (The Verge) How Apple Became Apple: The Definitive Oral History Of The Company's Earliest Days (Fast Company) Learn more about your ad choices. Visit megaphone.fm/adchoices

AI-Generated Summary

Anthropic's Legal Wins and AI Innovations

A US judge granted Anthropics a preliminary injunction in its lawsuit against the Trump administration regarding its blacklisting by the Department of Defense. The judge criticized this action as illegal retaliation against the company for exercising its First Amendment rights. In the wake of this, there's increased buzz surrounding Anthropic's new AI model, Claude Mythos, which reportedly represents a major leap in capabilities, surpassing previous models like Opus. This new model is currently being tested by early access customers and poses significant cybersecurity concerns, prompting the company to approach its release cautiously.

Apple's Siri Developments

Apple is planning to update Siri in iOS 27, allowing it to run multiple AI services rather than being limited to ChatGPT. This shift could increase revenue via the App Store as users can select AI services from various providers, streamlining integration while enhancing functionality. This change signifies a move away from exclusive partnerships, indicating Apple's intent to expand AI capabilities across its ecosystems without lengthy negotiations.

OpenAI's Advertising Success

OpenAI has successfully surpassed $100 million in annualized revenue from ads tied to ChatGPT just weeks after launching its pilot program. Around 600 advertisers have joined, and the company is set to implement a self-serve advertising model soon. This revenue stream is pivotal as OpenAI gears up for its public listing, with expectations to earn $17 billion from consumer services by 2026.

SpaceX's Upcoming IPO Plans

Elon Musk is reportedly considering allocating a unique percentage of SpaceX's upcoming IPO shares to retail investors, aiming for a distribution significantly larger than the typical offering. This approach reflects a strategy to attract individual investors who have followed SpaceX throughout its growth. The plan indicates a strong market interest in Musk's ventures and demonstrates a shift in traditional IPO strategies, targeting a broader audience.

Weekend Longreads Highlights

Listeners are recommended to check out two interesting reads: 1) An exploration of Gemini's task automation that highlights its early functionality with ride-sharing and food delivery apps, which, despite being clunky, hints at the future of AI assistance. 2) An oral history detailing Apple's early days, providing context to how the tech giant evolved into the company it is today.