Anthropic at $1T, OpenAI's Codex Turns Agent, and the AI Economy's Uneven Distribution

Anthropic Growing 10x/Year While the Rest of Tech Lays Off

TLDR: Anthropic has hit a valuation between $1 trillion and $1.2 trillion after a staggering Q1 that saw 80x annualized growth and a single-month jump of $15 billion in ARR. Meanwhile, Block, Coinbase, and Cloudflare are all cutting double-digit percentages of their staff, citing AI readiness as the reason.

AINews: Anthropic Growing 10x/Year While Everyone Else Is Laying Off

OpenAI's GPT-5.5 Family and the Codex Runtime Bet

TLDR: OpenAI has been on a rapid release cadence, pushing out multiple model variants in under two weeks, while Codex has been repositioned from a coding assistant into a long-running autonomous agent runtime capable of indefinitely pursuing goals across complex tasks.

AINews: Anthropic Growing 10x/Year While Everyone Else Is Laying Off