AI Newsletter

Amazon is increasing its stake in Anthropic by up to $25 billion – in addition to the $8 billion already invested. The deal is tied to the expansion of AI infrastructure and cements Anthropic's position as AWS's preferred AI partner. With a total investment sum of over $33 billion USD, this becomes the largest single investment in an AI company outside of OpenAI.

According to reports, Google DeepMind, led by Sergey Brin and DeepMind's CTO, has formed a special task force specifically designed to counter Anthropic's coding superiority. The goal is to develop recursively self-improving models that automate the entire AI research cycle. This signals a dramatic escalation in the competition for AI coding supremacy.

PwC's new AI Performance Report shows dramatic polarization: only one-fifth of companies secure three-quarters of all AI economic returns – and these firms focus on growth, not just efficiency. Meanwhile, the Grant Thornton AI Impact Survey shows that fully integrated AI users report revenue growth four times more often than pilot users (58% vs. 15%), while 78% of executives still lack AI competency. The gap between AI winners and losers is opening structurally and rapidly.

A TikTok video with 328,000 views and 55,000 likes shows a crowd of CEOs publicly admitting that AI has barely measurable impact on employment or productivity. The clip under #aibubble sparks broad debate about the discrepancy between AI hype and real business value. The high reach suggests that growing AI skepticism at the corporate level is becoming mainstream sentiment.

According to community reports, Claude Opus 4.7 is set to launch soon – the thread with over 1,100 points reflects massive expectations but also deep mistrust: users fear, based on their experience with 4.6, another covert downgrade after launch. This represents a new escalation of the already reported benchmark crisis, as a concrete release date is now in play and the community is actively pushing back.