Anthropic CEO says revenue grew '80x' in Q1 on an annualized basis; Chinese AI models are likely 6-12 months behind, and other major US AI Labs are maybe 1-3 months behind it in capabilities

This statement from the Anthropic CEO highlights significant revenue growth, which signals strong market demand for AI capabilities.

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TotalEnergies (TTE FP) CEO says windfall tax would not let us cap fuel prices at French petrol stations anymore

European Closes: Euro Stoxx 50 +1.83% at 5,869, Dax 40 +1.67% at 24,392, FTSE 100 -1.40% at 10,219, CAC 40 +1.08% at 8,062, FTSE MIB +2.27% at 48,558, IBEX 35 +1.80% at 17,668, PSI -0.04% at 9,165, SMI +0.43% at 13,059, AEX +0.95% at 1,015

Anthropic CEO says revenue grew '80x' in Q1 on an annualized basis; Chinese AI models are likely 6-12 months behind, and other major US AI Labs are maybe 1-3 months behind it in capabilities

US President Trump says stock market is at an all time high today despite the "skirmish"; Iran has no anti-aircraft capability and no-leaders

US to sell USD 85bln of 8-week bills (prev. 75bln) and USD 90bln of 4-week bills (prev. 80bln) on May 7th, and USD 69bln of 17-week bills (prev. 69bln) on May 6th; all to settle May 12th

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  • Adds individual software-as-a-service Cos. may go bust from AI disruption even as software industry as a whole will grow.
  • Mythos AI model by now has probably found tens of thousands of vulnerabilities behind closed doors.
Context

However, the mention of potential disruption in the software sector suggests that while some companies may thrive, others could face destabilizing challenges, leading traders to consider sector rotation and investment strategies accordingly.

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