THE GIST
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Anthropic introduced a brand new international partnership spanning 150 corporations throughout 15 nations for its safety mannequin, “Mythos,” as a part of its Undertaking Glasswing.
Just a few months in the past, many specialists thought of Mythos one of the vital harmful new applied sciences on the planet. It’s now apparently prepared for primetime, after CEO Dario Amodei initially screened the AI mannequin with 50 companions and the federal authorities.
WHAT HAPPENED
The corporate outlined plans for the Mythos partnership and Undertaking Glasswing in a brand new weblog submit. In the event you’re unfamiliar with Undertaking Glasswing, consider it because the defensive-umbrella initiative, and Mythos as a extremely superior, closely gated engine powering Glasswing’s managed deployment designed for basic software program safety. The corporate defines Mythos’s intention as “securing the world’s most essential software program” as a result of risk that “low cost, quick AI fashions with highly effective cyber capabilities are across the nook.”
The primary new group of customers will likely be from “energy, water, healthcare, communications, and {hardware}” industries. In the event that they have been topic to a malicious cyberattack, tens of millions can be affected.
Anthropic, a minimum of for the final 12 months or so, hasn’t been shy about sprinkling some apocalyptic predictions into its advertising and marketing. However Mythos is billed as an answer that Anthropic and different LLM-makers would possibly create. Whatever the firm’s Machiavellian-lite methods, the market loves them.
WHY IT MATTERS
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Amodei is but once more stealing rival Sam Altman’s thunder by including a money-printing income stream forward of the IPO set for later this 12 months. Anthropic just lately closed a $60 billion Sequence H, pushing its valuation to over $965 billion, making it essentially the most priceless AI agency on the earth, beating OpenAI’s $852 billion post-money valuation.
xAI’s valuation was $230 billion earlier than its acquisition by SpaceX, and it has burned $12.7 billion in money on capex in 2025 alone.
Anthropic’s annual recurring income (ARR), the holy grail of enterprise tech metrics, crossed a staggering $47 billion in late Could. They’ve primarily tripled their high line over a four-month dash, exploding from a $9 billion ARR earlier this 12 months. Anthropic is thrashing OpenAI and different rivals like xAI in ARR and in valuation, per the aforementioned Sequence H.
All of this creates a excellent news cycle for Amodei forward of the corporate’s IPO. It’s Moore’s Regulation, however for income development, not the tech itself.
