In five days Anthropic’s Q1 revenue grew 80-fold to a reported $44B annual run rate, the company committed $200B to Google Cloud, signed a SpaceX compute deal, shipped Claude Code Auto Mode, and launched ten financial-services agents with Jamie Dimon. In the same week the EU finally struck an AI Act compliance deal, the first union vote at a top AI lab landed at Google DeepMind, and Pennsylvania sued Character.AI for a chatbot that impersonated a licensed psychiatrist.

OpenAI took $10B from a 19-firm Wall Street consortium. Anthropic is closing $1.5B from Blackstone, Goldman, and Hellman & Friedman. Same rooms, different portfolios. The week AI’s go-to-market stopped being SaaS and started being private equity.

Quick Hits

Musk takes the stand in the OpenAI trial: “If we make it OK to loot…” — Jury selection wrapped Monday; Musk testified Tuesday in the $134B suit to return OpenAI’s assets to the nonprofit and oust Altman. Live coverage tracked every hour. The case will set the legal template for what counts as a “for-profit conversion” in AI for the next decade. CNBC
OpenAI missed revenue targets — Oracle and chip stocks dragged with it — Reported numbers came in below the forecasts that Oracle’s $300B compute contract is collateralized against. Oracle and the AI-chip basket sold off in sympathy on the news. The “OpenAI revenue underwrites everyone’s capex” trade is now a two-way street. CNBC
OpenAI brings models to AWS, ending Microsoft exclusivity — Quiet announcement. Until this week, Azure was the only place to run OpenAI models in production. Now AWS too. The “Microsoft owns OpenAI’s distribution” thesis is dead — and Satya didn’t even get a press release. CNBC
DeepSeek slashes fees in escalating Chinese price war — DeepSeek cut its API pricing again, the third round this quarter. Chinese hyperscalers are racing each other to zero on inference. The pricing floor that justified Western AI valuations has just moved several thousand miles east. Bloomberg
WSJ: the AI splurge is now costing Big Tech its workforce — Capex is being funded by headcount. Microsoft, Meta, Amazon and Alphabet have all run reductions in the last six months while raising AI spending guidance. The narrative that AI capex would be additive to hiring is dead in the data. WSJ
Google staff urge Pichai to refuse classified Pentagon AI work — Open letter signed by hundreds of Googlers asking the CEO to walk away from a classified military AI contract. First major employee revolt at Google over defense AI since Project Maven. The internal-vs-pentagon tension Google thought it had buried in 2018 is back. Bloomberg
White House drafts guidance to bypass Anthropic’s risk flag for new AI models — Per Axios. The policy would let federal agencies procure frontier models even if the developer’s own safety evaluation flags them as high-risk. Anthropic’s Responsible Scaling Policy was the first voluntary safety framework with regulatory weight; this strips it. WSAU/Axios
Colorado’s first-in-the-nation AI law: judge rules it can’t be enforced yet — The 2024 Colorado AI Act, which would have imposed risk-based obligations on developers and deployers, is on hold pending a 2027 implementation review. The state that moved first on AI regulation has quietly stepped back. Colorado Politics

This is 100 Years From Now, a weekly series. Once a week we skip a century and try to picture what life actually looks like when the stuff we’re building now has had time to settle in.
This week: the billionaires who broke the economy want to pay you to shut up about it.

Apple handed the next decade to a silicon engineer. Bezos hit $38B in five months. Brin came out of retirement to code. When the founders stop delegating AI, the stakes have passed the point of no return.

Watch & Listen First
Jensen Huang on Dwarkesh: The $4 Trillion Company · Listen on Spotify
-> Huang on TPU competition, why Anthropic drove “100% of TPU growth”, and why Nvidia’s supply-chain moat is harder to copy than any benchmark. The best single piece of context for everything else below.
Simon Willison on Lenny’s Podcast — An AI State of the Union · Listen on Spotify
-> “Dark factories,” agentic engineering, and why November 2025 was the real inflection point. 1h39m, worth every minute.

Quick Hits

Chery sells humanoid robot to consumers for $42,000: The Chinese automaker ships the first mass-market humanoid. A car company is now a robotics company. The price will halve by next year.
Claude Code Routines launches: Hit 686 points on Hacker News. Automate repetitive dev workflows wit

This is 100 Years From Now, a weekly series. Once a week, we skip ahead a century and imagine ordinary life in a world that’s had a hundred years to absorb the things we’re only beginning to build. No predictions — just honest speculation about where our choices lead.
This week: what happens when accountability disappears from the most powerful systems ever built.

Four attack vectors, one week. The npm packages your app depends on were compromised by a nation-state. A data center got its GPS coordinates published by a military. AI agents were weaponized for espionage. And frontier models learned to lie to protect each other from shutdown. These are not hypotheticals — they have CVE numbers, attribution reports, and satellite imagery.

Three seismic shifts in one week. Anthropic’s revenue run rate passed OpenAI’s — $30 billion to $24 billion — powered by enterprise demand that doubled its million-dollar customers in under two months. Meta launched its first proprietary model under Alexandr Wang’s Superintelligence Labs, abandoning the open-source ethos that defined Llama. And the legal apparatus around AI went into overdrive: Musk wants Altman fired, OpenAI wants Musk investigated, and Hollywood’s writers just locked down four more years of AI protections.