Plus: Cerebras files for IPO, OpenAI kills Sora for good, and the global RAM crisis that's reshaping tech prices
Welcome back to the world's #1 AI newsletter.
Today, we've got Anthropic reclaiming the LLM crown with Opus 4.7, Cerebras filing for what could be a blockbuster IPO, OpenAI saying goodbye to its Sora "side quest" (and two key execs), and a global RAM shortage that's making everything from Quests to GPUs more expensive.
Grab your coffee. This one's packed. ☕
On this day in 2026…
Meta had just released Llama 4 — its new family of open-source AI models featuring Scout, Maverick, and the still-in-training Behemoth. The launch sparked a wave of open-source innovation and put pressure on every closed-model lab in the game.
🏆 Anthropic Releases Claude Opus 4.7, Reclaims the AI Crown
Anthropic's new flagship model beats OpenAI's GPT-5.4 and Google's Gemini 3.1 Pro on key benchmarks, including agentic coding, tool use, and financial analysis. But the real story? An even more powerful model — Claude Mythos — remains locked behind Project Glasswing, restricted to cybersecurity partners only. Opus 4.7 pricing stays at $5/$25 per million tokens.
💰 Cerebras Files for IPO as AI Chip Demand Surges
The Nvidia rival revealed revenue of $510 million (up 75% YoY) and a $238 million profit in its IPO filing. With deals worth over $20 billion with OpenAI and a partnership with AWS, Cerebras is targeting a mid-May listing on the Nasdaq under ticker "CBRS." It was last valued at $23 billion.
🚪 OpenAI Sheds "Side Quests" — Sora Boss and Science Lead Exit
Bill Peebles (Sora) and Kevin Weil (OpenAI for Science) both departed as OpenAI consolidates around enterprise AI and its forthcoming "superapp." Sora, which was reportedly losing $1 million per day in compute, was shut down last month. Peebles' parting words: "Cultivating entropy is the only way for a research lab to thrive long-term."
💊 Novo Nordisk Partners with OpenAI to Speed Drug Discovery
The Wegovy and Ozempic maker is integrating OpenAI's tech across R&D, manufacturing, and commercial operations. Pilot programs launch immediately, with full integration planned by end of 2026. As the obesity drug market heads toward $100 billion in annual revenue, AI could be the differentiator.
🔍 Google Lets You Browse the Web Side-by-Side with AI Mode
Google's AI Mode in Chrome now opens webpages alongside the AI chat panel, so you can browse, compare, and ask follow-up questions without tab-hopping. It's the clearest sign yet that Google sees AI-powered browsing — not traditional search — as the future.
⚡ Deepchecks is an open-source platform for testing, validating, and monitoring ML models and LLM applications across their full lifecycle — from research notebooks to production pipelines.
🤖 OpenClaw has surpassed 150,000 GitHub stars and is now being deployed on smart glasses, with enterprise integrations from Microsoft and even stock-trading bots. The open-source AI agent platform lets users create autonomous "claws" that handle everything from inbox management to travel planning.
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🛡️ Washington Scrambles to Get Anthropic's Mythos
Federal agencies are requesting access to Claude Mythos Preview, the cybersecurity-focused model that can identify — and potentially create — new threats at unprecedented speed. The White House is reportedly working to make it available to government agencies.
🏭 Factory Raises $150M at $1.5B Valuation for AI Coding Agents
The autonomous coding startup is raising from Khosla Ventures and Sequoia, with Keith Rabois joining the board. Factory's coding bots compete directly with Anthropic, OpenAI, and Cursor.
📱 App Store Launches Are Up 104% — Thanks to AI
Everyone said AI would kill apps. Instead, new app launches in Q1 2026 are up 60% YoY, with iOS alone up 80%. Productivity apps have surged into the top five categories as AI makes it easier for non-developers to build.
🧠 The Global RAM Shortage Is Reshaping Consumer Tech
AI data centers are gobbling up the world's memory supply. Nvidia is cutting gaming GPU production by up to 40%, Meta raised Quest 3 prices, and Gartner predicts PC prices will rise 17% this year. Shortages could last until 2030.
🎨 Anthropic Launches Claude Design
The new design tool from Anthropic Labs generated 1,215 upvotes and 748 comments on Hacker News within days. It represents Anthropic's push beyond text into visual creative workflows.
🌍 Anthropic Plans Major UK Expansion — 800 New London Staff
Anthropic secured 158,000 sq ft in London's Knowledge Quarter, joining OpenAI, Google DeepMind, and Meta in the city's booming AI district. The move follows Anthropic's spat with the Pentagon and a reported UK government charm offensive.
