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The Singularity Daily Digest

Anthropic Approaches $20 Billion in Revenue as ChatGPT Uninstalls Surge 295%

Anthropic approaching $20 billion revenue

Anthropic is approaching $20 billion in annualized revenue, more than doubling from $9 billion at year-end 2025, even as the company deals with a Pentagon supply-chain-risk designation and a cancelled $200 million Department of War contract.

Seven Israeli ballistic missiles struck the Khamenei compound within thirty seconds, launched from F-15s, flying 75 miles into space over Syria and Jordan, and descending nearly straight down at hypersonic speeds in an attack called "undetectable and unstoppable."

New model releases

OpenAI released GPT-5.3 Instant, trimming hallucinations by roughly 30% and dialing back reflexive moralizing, while teasing that 5.4 is "sooner than you think."

Google launched Gemini 3.1 Flash-Lite at $0.25 per million input tokens with 2.5x faster time-to-first-answer and tunable reasoning depth. Tunable reasoning depth means users can choose how much the model thinks before answering, trading speed for accuracy.

DeepSeek is expected to release its trillion-parameter V4 this week, reportedly with natively multimodal 1-million-token context, timed to China's Two Sessions meetings beginning today.

KOS-1 Lite scored 46.6% on HealthBench Hard versus Claude Opus 4.6 at 20.4%, at a fraction of the serving cost. HealthBench Hard tests medical reasoning.

Cursor's AI solved Problem Six of the First Proof challenge fully autonomously over four days, beating the official human answer without any hints.

ChatGPT backlash, Claude growth

ChatGPT uninstalls reportedly surged 295% day-over-day following OpenAI's Pentagon deal, 1-star reviews spiked 775%, and Claude climbed to No. 1 on the US App Store on a 51% download surge.

OpenAI is apparently developing a rival to GitHub to reduce reliance on Microsoft, its largest investor.

Law firms are building AI platforms that surface impeachment evidence in real time while a witness is still on the stand.

No venture-backed SaaS IPO filings are on the horizon. A CTO of a $100M ARR startup reports zero junior hires since 2024, with senior employees now 3x more productive.

Gartner predicts AI will create more jobs than it eliminates starting in 2028, while transforming 32 million roles annually.

Jamie Dimon warns of civil unrest if automation moves too fast and floats UBI as the release valve.

Apple M5 chips

Apple announced M5 Pro and M5 Max chips. The chips bond two third-generation 3-nm dies into a Fusion Architecture SoC, with Neural Accelerators embedded inside each GPU core and 4x the AI performance of M4. Commentary frames the design as Apple reorganizing silicon around running LLMs locally.

Intel's Xeon 6+ "Clearwater Forest" debuts its 18A process with 288 energy-efficient cores and Foveros Direct 3D packaging. Foveros is Intel's technology for stacking chips vertically to improve performance and efficiency.

Peking University achieved ferroelectric transistors at the 1-nm gate length, an order of magnitude more energy-efficient than previous records, switching at just 0.6V.

Power constraints

Leopold Aschenbrenner's latest 13F for Situational Awareness shows a $5.52 billion portfolio led by an $876 million stake in Bloom Energy, a fuel-cell company generating electricity on-site. A 13F is a quarterly filing that shows what a fund is investing in.

Linn County, Iowa enacted one of America's strictest data center zoning laws as Google plans a six-building campus near a nuclear plant on a 25-year power purchase agreement.

Helio Corporation says space-based solar has crossed below $0.10 per kilowatt-hour, entering genuine competition with conventional baseload power.

Healthcare

A peer-reviewed case series finds patients who plateau on GLP-1 drugs can maintain 17.2% weight loss and shed an additional 2.3% on every-other-week dosing, with BMI dropping from 30.0 to 24.6.

Robotics

Dimensional says its OpenClaw agent now understands physical space and temporality, integrates with any camera system, runs on a Unitree G1, and is fully open source.

The Library of Congress rediscovered a lost 1897 Georges Melies film, "Gugusse et l'Automate," believed to be cinema's first robot.

Space and disclosure

NASA says Artemis III will test hardware in 2027 before Artemis IV targets a lunar landing in 2028 at annual cadence.

A PNAS Nexus study found hardy microorganisms surviving asteroid-impact pressures, supporting the lithopanspermia hypothesis. Lithopanspermia is the idea that life could travel between planets on debris ejected by asteroid impacts.

Rep. Eric Burlison reports the White House has granted him access to a military facility possibly containing non-human crafts and bodies, with his first visit scheduled for the end of March.

That's today. More tomorrow.

Matthew Ortiz

CEO, OTZ Group

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