Anthropic is in talks to raise $50 billion at a $900 billion valuation, and this would

push it past opening eye for the first time ever in its valuation. And I think in some of

like the private markets where, you know, employees or other people are trading shares on

the secondaries market, Anthropic is already ahead. And technically the revenue is already ahead,

although opening eye says that that's a technicality

to do some one-time deals. Regardless, this would be the first time if it actually is executed,

the Anthropic raises above what OpenAI was able to raise. In addition, AWS launched

OpenAI's frontier models, Codex, and their managed agents on Bedrock today. This is also the same day that Microsoft's exclusivity deal expired, so there's some drama going on with Microsoft and Open AI. And actually, I think this is going to get, well, a lot of people are going to be using opening eye that weren't before because of a couple of things happening here. Also, we have tech layoffs. We've just cleared 40,000 people laid off in April we have year to date

layoffs of over 96,000 all primarily being attributed to AI whether AI is the you know the official

cause or not I think isn't as clear this is what everyone's kind of pointing towards and there's a

couple different reasons and a couple things that I think people should be doing if you were just laid off or if you're at a

company that's doing these types of layoffs. There's a couple things that I will highlight that I

think are actionable items. Okay. In addition to all of that on the April 29th earnings night,

Alphabet shares rose 6%. Metafel more than 6%. Microsoft and Amazon, both fell 3%.

We're going to get into Y, and there's some pretty wild reasons. First things first, let's talk

about the EWSN opening eye deal. What actually happened is that opening I is GPT 5.5 and also GPT 5.4.

Both of them are alive on bedrock in addition to their Codex platform and some of

their other interesting things they have with their agent harness. All this is going to be put onto

bedrock. Now, the reason why this is kind of big news because it's like, okay, great, it's like on

another cloud platform. I think a lot of people don't understand that Microsoft Azure had an exclusive deal where opening I could only be on Microsoft Azure because, you know, Microsoft put $10 billion in and kicked off this whole, you know, wild AI feeding frenzy when Chatchipt first launched. And so opening eyes has been stuck over there. I actually think a lot of the problems that opening eye has faced, including the fact that Anthropic kind of soared past it with a lot of people using Anthropic and developers in particular and enterprises in particular using Anthropic and Anthropic kind of beating them in revenue.

I think a lot of this is the fact that opening I was stuck on a platform that was just not the default for a lot of enterprises. I for one know that, you know, my startup, AI box, we use AWS for everything. We can't. I mean, of course, we could just get an API and so it's not the end of the world. We have opening eye models on our platform, but we're built into AWS and we couldn't switch to Azure if we wanted to without having to pay a big bill and doing a whole bunch of extra work. And so it just wasn't a big enough draw for us. And

if a lot of the tools inside of opening I were exclusively over there, it just makes it so less

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