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AXIOS (Zachary Basu) - Anthropic's growing pains mount ahead of OpenAI showdown

Anthropic is hitting turbulence at a critical moment, with a cascade of challenges converging ahead of a potential IPO that could value the company near $800 billion. Why it matters: The AI darling, whose revenue has tripled to $30 billion this year on the back of its wildly popular coding tools, has never been more valuable or more vulnerable. - Chief rival OpenAI senses opportunity in the Claude maker's recent stumbles, courting frustrated developers and pitching itself as the steadier alternative ahead of dueling IPOs. Zoom in: Anthropic's problems over the past two months span nearly every part of its business — product quality, pricing, security and capacity — and are starting to compound. 1. Model backlash: Perceived declines…

Anthropic is hitting turbulence at a critical moment, with a cascade of challenges converging ahead of a potential IPO that could value the company near $800 billion. Why it matters: The AI darling, whose revenue has tripled to $30 billion this year on the back of its wildly popular coding tools, has never been more valuable or more vulnerable. - Chief rival OpenAI senses opportunity in the Claude maker's recent stumbles, courting frustrated developers and pitching itself as the steadier alternative ahead of dueling IPOs. Zoom in: Anthropic's problems over the past two months span nearly every part of its business — product quality, pricing, security and capacity — and are starting to compound. 1. Model backlash: Perceived declines…Open

AXIOS (Madison Mills) - OpenAI-Anthropic enterprise rivalry heats up

OpenAI is mobilizing consulting partners and touting its compute edge to claw back enterprise customers from Anthropic, as both labs barrel toward potential IPOs. Why it matters: The outcome of this fight could determine which company hits the public markets with momentum, and which has to explain to investors why it's losing ground. Driving the news: OpenAI is working to take market share from Anthropic's enterprise business. - The AI lab is engaging over half a dozen consulting partners to help enterprises deploy and scale Codex, OpenAI's coding tool. - Partners will get early access to AI tools in hopes that they can help enterprises "rethink their business processes in the age of AI in a different way," chief revenue officer Denise…

OpenAI is mobilizing consulting partners and touting its compute edge to claw back enterprise customers from Anthropic, as both labs barrel toward potential IPOs. Why it matters: The outcome of this fight could determine which company hits the public markets with momentum, and which has to explain to investors why it's losing ground. Driving the news: OpenAI is working to take market share from Anthropic's enterprise business. - The AI lab is engaging over half a dozen consulting partners to help enterprises deploy and scale Codex, OpenAI's coding tool. - Partners will get early access to AI tools in hopes that they can help enterprises "rethink their business processes in the age of AI in a different way," chief revenue officer Denise…Open

AXIOS (Ina Fried) - Anthropic releases Claude Opus 4.7, concedes it trails unreleased Mythos

Anthropic on Thursday released Claude Opus 4.7, a meaningful upgrade to its flagship AI model with better coding, sharper vision and a new ability to double-check its own work. Why it matters: Anthropic publicly conceded that the new Opus model does not match the performance of Mythos , a highly advanced system that the company hasn't released to the public due to safety concerns. - In a chart accompanying its announcement , Anthropic showed that Opus 4.7 beats Opus 4.6, ChatGPT 5.4, Google Gemini 3.1 Pro in a number of key benchmarks. - But Opus 4.7 still falls short of its Mythos Preview model, which has only been released to a handpicked group of tech and cybersecurity companies. What they're saying: "Opus 4.7 is a notable…

Anthropic on Thursday released Claude Opus 4.7, a meaningful upgrade to its flagship AI model with better coding, sharper vision and a new ability to double-check its own work. Why it matters: Anthropic publicly conceded that the new Opus model does not match the performance of Mythos , a highly advanced system that the company hasn't released to the public due to safety concerns. - In a chart accompanying its announcement , Anthropic showed that Opus 4.7 beats Opus 4.6, ChatGPT 5.4, Google Gemini 3.1 Pro in a number of key benchmarks. - But Opus 4.7 still falls short of its Mythos Preview model, which has only been released to a handpicked group of tech and cybersecurity companies. What they're saying: "Opus 4.7 is a notable…Open

AXIOS (Madison Mills) - Anthropic's AI downgrade stings power users

Anthropic users across online forums are raising the same complaint: Claude suddenly feels… bad. Why it matters: The backlash lands just as Anthropic is testing a more powerful model, Mythos — raising questions about whether cutting-edge AI is becoming less accessible even as it gets more capable. Driving the news: Over the past few weeks, users on X, GitHub and Reddit have been swapping anecdotes, benchmarks and prompts in an effort to pinpoint what changed and why. - "Claude has regressed to the point it cannot be trusted to perform complex engineering," an AMD senior director wrote in a widely shared post on GitHub. - Others have posted side-by-side outputs and benchmarks they say show Claude generating answers that are less…

Anthropic users across online forums are raising the same complaint: Claude suddenly feels… bad. Why it matters: The backlash lands just as Anthropic is testing a more powerful model, Mythos — raising questions about whether cutting-edge AI is becoming less accessible even as it gets more capable. Driving the news: Over the past few weeks, users on X, GitHub and Reddit have been swapping anecdotes, benchmarks and prompts in an effort to pinpoint what changed and why. - "Claude has regressed to the point it cannot be trusted to perform complex engineering," an AMD senior director wrote in a widely shared post on GitHub. - Others have posted side-by-side outputs and benchmarks they say show Claude generating answers that are less…Open