Anthropic's Claude Mythos
A significant advancement has emerged from Anthropic with the announcement of Claude Mythos, an artificial intelligence system exhibiting an extraordinary
capability to infiltrate a wide array of major operating systems and web browsers. This development has understandably sparked considerable concern, with Boris Cherny, the creator of Claude Code, describing the system as "terrifying" due to its sheer power. Initially conceived as a sophisticated coding tool, likely representing the next iteration of Claude Code, Mythos has demonstrated its ability to uncover thousands of security vulnerabilities that human evaluators had overlooked across various software platforms. Anthropic has opted against public release of Mythos, instead engaging in collaborations with major tech companies such as Google and Microsoft under Project Glasswing to address and rectify the security flaws identified by the AI. This proactive approach highlights the dual nature of such advanced AI – its potential for discovery and its inherent risks.
OpenAI's Codex Growth
In parallel, OpenAI is celebrating a major user milestone for its coding AI, Codex, having surpassed 3 million weekly users. To commemorate this achievement, OpenAI CEO Sam Altman announced on X the complete reset of usage limits for all Codex users. This initiative is part of a broader plan: for every additional million users Codex gains, the usage limits will be reset, with the goal of reaching 10 million users. A limit reset essentially grants users a fresh slate for the remainder of their subscription period, effectively nullifying any previously consumed quotas. This move by OpenAI underscores its commitment to expanding the adoption of its coding assistance tool, indicating a strategic focus on enterprise-level product development. The rapid user acquisition, with 1 million new users in under a month, highlights the growing demand for AI-powered coding support.
Financial Landscape Shifts
The competitive landscape between these AI giants is also reflected in their financial performance. Anthropic has reported a significant increase in its run-rate revenue (RRR), now exceeding $30 billion, a substantial leap from $9 billion at the close of 2025. Meanwhile, OpenAI, reportedly preparing for a public offering, is estimated to have an RRR of $25 billion as of March 2026. This financial growth and market positioning could introduce competitive pressures for OpenAI, especially considering its current valuation of $852 billion, which is considerably higher than Anthropic's valuation of $380 billion. The rapid revenue growth of both companies indicates the immense commercial potential and ongoing investment within the artificial intelligence sector.
