Episode Details

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Summary: The middle of Q2 2026 brings a violent consolidation of intellectual property and physical compute. We perform a forensic analysis of Anthropic’s massive day: tripling their run-rate to $30 billion, securing a 3.5GW compute deal with Google and Broadcom, and restricting their new 'Mythos' model entirely due to its terrifying ability to exploit software vulnerabilities. We deconstruct Meta's strategic pivot to launch "Muse Spark" as a closed, proprietary model, abandoning their long-standing open-source ethos to finally monetize their $14 billion Scale AI investment. Finally, we look at the financial success of Perplexity hitting $450M ARR, the rise of Patlytics automating patent law, and the failure of executives using "AI-washing" to justify mass layoffs.

Important Topics Covered:

• Anthropic’s Infrastructure Flex: The $30B run-rate and the monumental 3.5GW Broadcom/Google TPU deal, proving B2B enterprise is the ultimate moat.
• Project Glasswing & Mythos: Why Anthropic's new unreleased model is restricted to a $100M cybersecurity coalition (Apple, Google, Microsoft, AWS) to aggressively patch zero-day vulnerabilities before bad actors can access them.
• Meta's Closed-Source Pivot: The launch of 'Muse Spark,' built by Alexandr Wang's covert Superintelligence team, signaling Meta's move toward API monetization over open-source goodwill.
• The Chinese Open-Source Threat: Z AI’s GLM-5.1 coding model tops frontier rivals in an 8-hour autonomous marathon, proving open-weights are accelerating globally.
• AI-Washing Layoffs: KPMG experts warn that 60% of executives cutting jobs for AI are masking their failure to generate actual ROI from the technology.
• Perplexity & Patlytics M&A: Perplexity hits $450M ARR through usage-based pricing, while Patlytics raises $40M to become the "Harvey for patent law."

Keywords: Anthropic $30B ARR, Project Glasswing, Claude Mythos AI, Meta Muse Spark closed source, Z AI GLM-5.1 open source,

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AI Unraveled is produced using a hybrid "Human-in-the-Loop" workflow.