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Good morning, tech leaders. Anthropic just dropped a bombshell that could reshape cybersecurity forever—their new Claude Mythos AI has autonomously discovered thousands of zero-day vulnerabilities across every major operating system and browser. Meanwhile, the AI infrastructure boom is hitting some serious speed bumps as organizations demand real ROI over flashy demos.

In today's briefing

  • 1.Claude Mythos Security Revolution
  • 2.AI Infrastructure ROI Reality Check
  • 3.Meta's Trillion-Dollar AI Strategy
  • Quick hits on other news
Latest Developments

Everything else in the news today

Fox Corporation will integrate Kalshi's prediction market data across all news networks for real-time forecasting
Z.ai released open-source GLM-5.1 coding model achieving 58.4 on SWE-Bench Pro through long-horizon agentic tasks
Amazon introduced S3 Files enabling direct file system access on S3 without data duplication
Perplexity hit $450M ARR with 100M+ monthly users after launching Computer agent
CME Group will launch AVAX and SUI futures on May 4 while prediction markets generated $63.5B volume in 2025
FBI reports Americans lost record $21 billion to cybercrime in 2025, with AI-related scams causing $893 million in losses
ElevenMusic launches iOS app generating 3-minute songs from text prompts with $9.99/month Pro subscription
Apple's foldable iPhone leaked dimensions show 7.8-inch display when unfolded, under 5mm thick
Iran proposed charging $1-per-barrel Bitcoin tolls for oil tankers passing through Strait of Hormuz
White House report debunked Bank of America's $6.6T deposit flight claims from stablecoin yield
Cloudflare accelerated post-quantum security roadmap to 2029 due to quantum computing breakthroughs
Adding 'Now' to a search CTA increased bookings by 38% by reducing choice paralysis
Maine expected to pass moratorium on data centers consuming more than 20 megawatts
Bill Ackman's Pershing Square offering $64.4 billion to acquire Universal Music Group
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