Episode Details

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX stake could hit $100 billion at IPO.

• Anthropic releases Claude Opus 4.7, a "notable improvement" in advanced software engineering with a new "xhigh" effort level (Anthropic)
• TSMC CEO C.C. Wei says AI demand still strong amid Iran war, raises revenue forecasts (WSJ)
• Anthropic rolls out identity verification requiring government-issued photo ID and live selfie for "certain capabilities" (Decrypt)
• X launches Cashtags, showing real-time financial data on stocks and crypto, starting with iOS in the US and Canada (The Block)
• Google owns ~5% SpaceX stake; at a $2T IPO valuation, that's worth $100B (Bloomberg)

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