howdy, it’s Barsee again.

happy tuesday, AI family, and welcome back to AI Valley.

here are the biggest things worth knowing today:

• OpenAI and Anthropic are about to make things a lot more intense

• Plus trending AI tools, posts, and resources

Let’s dive into the Valley of AI…

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THROUGH THE VALLEY

OpenAI and Anthropic are about to make things a lot more intense 👀

The two biggest labs in AI may be weeks away from launching their next flagship models.

OpenAI has Spud.
Anthropic has Claude Mythos.

But the important part is this:

both companies are hinting that these models are a real step forward, not just small upgrades.

What’s happening?

OpenAI and Anthropic are both preparing new frontier models that they believe are meaningfully better than what’s out there today.

Sam Altman has reportedly told staff that Spud could “really accelerate the economy.”

Anthropic has already confirmed it’s testing Mythos with a small group of users.

Why are people paying attention?

Because both companies are talking differently this time.

Anthropic’s internal notes reportedly warned that Mythos could have serious cybersecurity implications, which is why they’re rolling it out slowly.

At the same time, OpenAI is spending like a company that wants to dominate this market, not just compete in it.

It’s also building a superapp that combines ChatGPT, coding tools, and agents into one system.

What is OpenAI doing differently?

OpenAI just raised $122 billion at an $852 billion valuation.

That’s the largest private funding round ever.

The company says it’s now doing:

• $2B in revenue per month

• 900M+ weekly users

• 50M+ subscribers

But it’s also expected to lose $14B this year.

So it’s growing fast, but it’s also extremely expensive to run.

What’s going on with the funding rounds?

The companies investing in OpenAI are also the ones it depends on.

• Amazon (cloud)

• Nvidia (chips)

• SoftBank (infrastructure bets)

So a lot of that money will likely go right back into the systems needed to train and run these models.

Why does this matter?

AI is no longer limited by ideas. It’s limited by money, compute, and who can scale fastest.

And right now, only a few companies can even stay in that race.

TRENDING TOOLS

• Layers.com > Turn your Code into Customers. Full-stack agentic marketing automation for apps, SaaS and ecom ^_(sponsored)

• Oragami > Find leads no database can surface

• Jupid > Automatically categorize transactions, uncover deductions, and generate a tax-ready Schedule C in minutes

• Pixero > Turn a single URL into fully generated, launched, and optimized ad campaigns in minutes

WHAT I'M CONSUMING

• Iran to target major US tech firms in middle east, including Apple, Google

• Inside the Claude Code source

• Sequoia on the next $1T opportunity map

THE VALLEY GEMS

What’s trending on social today:

THAT’S ALL FOR TODAY

Thank you for reading today’s edition. That’s all for today’s issue.

💡 Help me get better and suggest new ideas at [email protected] or @heyBarsee

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