Anthropic、300億ドルのARR達成とClaude Mythosプレビュー — GPT-2以来危険すぎるとされる初のモデル

Against the backdrop of OpenAI announcing $24B ARR, stalled ChatGPT growth and coincidental personnel moves in CEO, COO, and CMO and sensationalist rumors with CFO, this week’s events in Anthropic announcing a massive jump from $19B ARR in March to $30B ARR in April1 seems like a VERY strategic jab, especially considering known differences in revenue recognition, but the differential rate of growth and higher cost efficiency is undeniable... only for today to step it up a notch.

If a master tactician wanted to further competitive narratives vs a potential IPO, you would be hard pressed to find a better idea than Claude Mythos (from the Ancient Greek for “utterance” or “narrative”: the system of stories through which civilizations made sense of the world), rumored to be the largest ever successful training run and “leaked” weeks ago, and now formally confirmed to be too dangerous to release GA, instead only restricted to 40 partners under an urgent new “Project Glasswing”:

In the blogpost and the 244 page System Card and a ludicrously well produced video, Anthropic details shocking capabilities beyond the kinds of high double digit benchmark capability jumps (with encouraging efficiency!) you might hope for from a much larger (>10T?) model:

“found thousands of high-severity vulnerabilities, including some in every major operating system and web browser.”

including decades old vulnerabilities in OpenBSD and FFmpeg and the Linux kernel that had never been discovered by other tools

Nicolas Carlini (friend of the show!) stepping up his recent already superlative message saying “I found more bugs in the last couple weeks than I’ve found in the rest of my life combined”

Sam Bowman saying he was contacted by a Mythos instance that wasn’t supposed to have access to the internet (it was instructed to do so).

Interpretability researchers report “it exhibited notably sophisticated (and often unspoken) strategic thinking and situational awareness, at times in service of unwanted actions.“ - including for extremely creative reward hacking, while in an unprecedently high (7.6% of cases) being aware that it was in an eval.

We’ve done a focused news summary run below, for those who desire more detail.

AI News for 4/6/2026-4/7/2026. We checked 12 subreddits, 544 Twitters and no further Discords. AINews’ website lets you search all past issues. As a reminder, AINews is now a section of Latent Space. You can opt in/out of email frequencies!

AI Twitter Recap

Top Story: Anthropic revenue disclosures analysis and Claude Mythos details

What happened

Anthropic dominated this tweet set from two angles: business trajectory and model capability disclosure. On business, multiple posters argued Anthropic’s revenue is outrunning prior forecasts, with one tweet claiming Anthropic had reached a 15x revenue run-rate increase in a single year and was already “2 months and $4B ahead” of an AI 2027-style forecast, while still being valued around $380B (scaling01, scaling01). Another poster speculated Anthropic could exceed $90B ARR by end-2026 (RyanPGreenblatt). On product/capability, Anthropic officially unveiled Claude Mythos Preview and Project Glasswing, a restricted-access cyberdefense initiative rather than a public API launch. Anthropic said Mythos can find software vulnerabilities better than all but the most skilled humans and is being provided to a coalition to secure critical software instead of being generally released (AnthropicAI, DarioAmodei, Kevin Roose). The announcement was accompanied by a technical report, system card, and many follow-on reactions emphasizing extraordinary benchmark gains, dangerous cyber capability, and a new “private frontier” dynamic in which the strongest models may not be widely accessible (AnthropicAI, AnthropicAI, AlexAlbert__).

Revenue disclosures: facts, inferences, and open questions

Read more