OpenAI Acquires TBPN and Faces Executive Changes Amid Internal Scrutiny; Anthropic Launches Cybersecurity Initiative and Reports Revenue Growth

Anthropic launched Project Glasswing, a coalition involving major technology companies and cybersecurity firms, to identify and patch vulnerabilities in critical software before AI-enabled hackers exploit them.

Partners have access to a preview version of Anthropic's upcoming Mythos model, which is designed to detect zero-day attacks. This initiative addresses concerns about cybersecurity risks from advanced AI models, including those from OpenAI and Google. Anthropic reported an annual revenue run rate of $30 billion, reflecting a 58% surge in March.

This figure exceeds OpenAI's $25 billion run rate reported in February, though the companies use different calculation methods. The growth highlights increasing adoption of Anthropic's AI models amid capacity constraints. To manage strained computing resources, Anthropic expanded partnerships with Google and Broadcom for access to data centers using Google's TPU chips by 2027.

The company also ended the use of monthly Claude subscriptions for powering third-party agentic tools, such as OpenClaw, requiring API subscriptions with per-token fees instead. Usage caps during peak hours have been imposed due to high demand.

acquired TBPN, a one-year-old podcast network focused on technology and business programming, for an amount in the low hundreds of millions of dollars, according to sources cited by the Financial Times.

The acquisition aims to provide OpenAI with media production capabilities. OpenAI has also reshuffled its executive lineup and is dealing with scrutiny regarding CEO Sam Altman's honesty and tensions with CFO Sarah Friar. These developments occur as OpenAI faces ongoing internal and external pressures.

The company's structure and leadership have drawn attention from investors and regulators. No specific timeline for resolution of these issues has been announced.

The AI sector is experiencing rapid growth, with companies like Anthropic and OpenAI competing for compute resources and talent.

Project Glasswing involves collaboration among AI labs, cybersecurity firms, and government officials to mitigate emerging threats. Stakeholders, including enterprises and governments, are affected by potential cybersecurity vulnerabilities and the pace of AI adoption. Next steps for Anthropic include releasing the production version of Mythos and scaling compute infrastructure.

For OpenAI, the TBPN acquisition may integrate media into its AI offerings, while executive changes could influence its path toward a potential initial public offering. Ongoing scrutiny may impact investor confidence and regulatory oversight.