OpenAI’s Comeback Week → No response from Anthropic OpenAI loses 3 execs, Then... Mon: drops Chronicle Memory Wed: Workspace Agents & GPT-Images-2. Thurs: GPT-5.5 While Altman apologizes: OpenAI skipped police alert on ChatGPT-planned mass casualty. China Opensource Labs with the response: DeepSeek V4 drops & opensourced Kimi-K2.6 Alibaba's Qwen 3.6 previews beat them all But the White House has a warning for Chinese devs stealing US AI secrets via distillation. From the Friday Intelligence Digest

Conspiracy Theory: → Anthropic Mythos AI & Amazon Held back from public because it is “Too Dangerous”? Or… As David Sachs relays on the All-In Podcast Maybe it was compute constraints Disguised as altruism & hype. Anthropic just closed a 5GW compute deal to beef up service. Will Mythos ever be widely released?

“Share AI with China” - Nvidia’s Jensen Huang → Nvidia & USA vs China news this week Nvidia open-sources Ising model to boost quantum compute. Jensen debates opensource on the Dwarkesh Podcast Generative video games take a leap Nvidia’s Lyra 2.0 Alibaba’s HappyOyster While China opensource thrives, USA datacentres flounder Statewide datacentre pauses • ⁃ 50% of projects delayed

Anthropic News This Week! → Opus 4.7 mixed reviews US Gov Agencies join Mythos access list. Dario Amodei to visit White House to repair relationship with Pentagon. Gov IDs required for powerful AI? Claude Code for desktop redesigned!

Let us save you a few hours… The Friday Intelligence Digest! 0:08 Claude 4.7 ↠ Anthropic drops marginal Claude Opus 4.7 upgrade over 4.6 with higher token use. 0:25 Claude Mythos ↠ Claude Mythos heads to US gov agencies via Glasswing program. ↠ Dario Amodei visits White House amid Pentagon AI warfare safety dispute. ↠ Anthropic advanced tools now require government ID verification. 1:14 AI Desktop ↠ AI desktop surges with Perplexity PC, Claude Code redesign, OpenAI Codex with Memory. 1:35 OpenAI v. Anthropic ↠ OpenAI leaked memo roasts Anthropic on compute, revenue and fear branding. ↠ OpenAI expands cyber defence program with Gov ID required for high-tier customers. ↠ OpenAI launches Rosalind model focused on scientific research. ↠ ChatGPT gender divide flips to female majority users this year. ↠ Starbucks tests ChatGPT drink ordering; PPC ad pilot begins. 2:33 Google AI ↠ Google releases Mac desktop app, Gemini 3.1 Flash TTS and robot spatial model. 2:44 xAI & Tesla ↠ xAI deploys new Speech-to-Text model for Grok browser. ↠ Tesla finalizes AI5 chip for Optimus with 5x compute, volume production 2027. 3:14 Nvidia (USA v China) ↠ Nvidia open-sources Ising model to boost quantum compute. 4:07 Datacentre Delays ↠ US data centres hit statewide pauses, protests and 50% delays. ↠ Microsoft pushes Fairwater datacenter, absorbs failing OpenAI Stargate in Norway. 4:45 Meta AI ↠ Meta poaches Stargate execs for robo-Zuk and kills token leaderboard. 5:15 Rapid Fire Stories ↠ Indian company films work with headcams on workers for AI replacement training. ↠ AI uncovers missed GLP-1 side effects from Reddit posts. ↠ Claude runs experimental storefront hiring staff with mixed results. ↠ Allbirds rebrands as Newbird AI and surges 10x on Nasdaq. Join The Intelligence News Digest Free ↠ intelligencehq.xyz

Anthropic launches Claude Opus 4.7 → Most capable Opus model yet Delivers 13% coding lift over 4.6 on benchmarks Handles long-running tasks with more rigor Self-verifies outputs automatically Introduces new xHigh effort level Notably lags Mythos Preview stats but this is the best the public can get… for now!

Jensen Huang: “Intelligence alone does not define humanity” → How AI is a commodity to be directed by humans The CEO of $NVDA: “I’m surrounded by people more intelligent than me… Yet somehow I’m in the middle, orchestrating”

Allbirds $BIRD pumps 10x → Shoe Company pivots to AI Compute? Footwear assets and brand sold to American Exchange Group ($39M) in March. Borrows $50M (convertible financing) to buy GPUs. GPU-as-a-service and AI-native cloud infra is the new plan for rebranded “NewBird AI” Current management has ZERO experience with infrastructure projects. Stock market goes bonkers anyway.

OpenAI Internal Memo Leak → Bashing Anthropic - Massive Competition! Claims Anthropic is lying about $8B in revenue. New strategy to lock in customers of ChatGPT & Codex with infrastructure offer. Roasts Anthropic for missing key compute investments. “Anthropic is a story built on fear, restrictions & elite AI control” This makes the AI rivalry official (and personal). But here’s the question: do you believe the Memo was intentionally leaked to draw a line in the sand?

New AI Video Generator King → Happy Horse crushes Seedance 2.0 in blind voting. Coming out of nowhere earlier this month… Alibaba recently claimed responsibility for the mystery model.