Anthropic's Claude Code Leaks as OpenAI Closes Record $122 Billion Round at $852 Billion Valuation
Anthropic's Claude Code leaked
Anthropic's Claude Code, a roughly 512,000-line TypeScript codebase, has leaked. Third-party forensics reveal anti-distillation features that inject decoy tool definitions to poison copycats, an undercover mode that hides internal codenames, and a regex-based sentiment analyzer to detect user frustration.
The leaked repo was immediately flooded with thousands of GitHub issues in Mandarin by Chinese AI agents promoting themselves.
Model compression and AI research
PrismML released 1-bit Bonsai 8B, calling it the first commercially viable single-bit model. It requires only 1.15GB of memory while matching full-precision 8B models on benchmarks. Single-bit means each parameter is stored as just a 0 or 1 instead of the usual 16 or 32 bits.
Meta researchers pushed compression further with TinyLoRA, training Qwen2.5 8B to 91% accuracy on GSM8K with just 13 parameters in bf16, 26 bytes total.
Google introduced Veo 3.1 Lite, its most cost-effective video model, at less than half the cost of Veo 3.1 Fast with the same speed.
OpenAI researchers solved three further Erdős problems using an internal model, each proof short and elegant. Erdős problems are open mathematical conjectures posed by the prolific mathematician Paul Erdős.
Feltsense announced it rebuilt every startup in Y Combinator's latest demo day batch using agents alone, producing fully usable products.
OpenAI funding and the AI investment boom
OpenAI closed its record-breaking funding round at an $852 billion post-money valuation, totaling $122 billion in committed capital, including $3 billion from retail investors for the first time.
It now generates $2 billion in monthly revenue, with enterprise at over 40% and on track for parity with consumer by year-end.
Codex serves over 2 million weekly users, up 5x in three months.
Global VC investment hit a record $297 billion in Q1 2026, up 150% year-over-year, with AI startups capturing 81% and just four companies raising 64% of the total.
Oracle is cutting thousands as it ramps AI data center spending.
Autonomous vehicles and ships
Saronic raised $1.75 billion led by Kleiner Perkins at a $9.25 billion valuation, building autonomous ships for the US military.
Tesla admits its robotaxis are sometimes driven by remote humans below 10 mph.
Grab and WeRide launched Southeast Asia's first driverless ride-hailing service in Singapore.
Nvidia invested $2 billion in Marvell to collaborate on silicon photonics, the optical wiring for the next generation of AI clusters. Silicon photonics uses light instead of electrical signals to transfer data between chips.
Quantum computing threatens cryptocurrency
Google Quantum AI demonstrated that breaking the elliptic curve cryptography protecting Bitcoin, Ether, and most major cryptocurrencies could require fewer than 500,000 physical qubits, a 20x reduction from prior estimates. Elliptic curve cryptography is the math that secures most digital wallets and transactions.
Space
SpaceX now commands 97% of US spacecraft launches and 83% globally, with China at 8%, Russia at 4%, and all other US providers at 3%.
The Artemis II countdown has begun, scheduled to launch the first crewed lunar journey since 1972 at 6:24pm ET today.
Iran arrested dozens for selling Starlink terminals and seized 139 devices. The IRGC announced plans to target 18 major US tech companies across the Middle East, including Apple, Microsoft, and Google, accusing them of aiding US attacks.
JD Vance promised to get to the bottom of US government UAP files, admitting he is obsessed but has not found the time.
That's today. More tomorrow.
Matthew Ortiz
CEO, OTZ Group