NSA Running Mythos Despite Pentagon Supply Chain Risk Flag as Blue Origin Reuses a Booster for the First Time
Mythos in government and the Grok roadmap
Anthropic's Mythos Preview is being run by the NSA and Department of War even after the Department of War flagged Anthropic as a supply chain risk. Mythos is flooding open-source maintainers with what they're calling a "crazy" volume of bug reports.
Eight European national cyber agencies have been locked out of access while the UK's AI Security Institute quietly tested Mythos and "taken action" on its findings. Elon announced Grok 4.4 at 1T parameters for early May, Grok 4.5 at 1.5T for late May, and Grok 5 as full "AGI."
Claude Design and the app boom
Anthropic launched Claude Design, an Anthropic Labs product powered by Opus 4.7 for collaborating on visual work, prototypes, and slides. Worldwide app releases jumped 60% year-over-year in Q1 2026 across both the App Store and Google Play.
Silicon is returning with a vengeance
Intel shares have officially erased every dollar lost in the 2000 dot-com crash, twenty-six years of patience rewarded by the AI buildout. Google is in talks with Marvell to co-develop two inference chips, one a memory processing unit for its TPUs, the other a purpose-built TPU for serving models.
Global DRAM supply is expected to meet only 60% of demand through 2027, pushing memory to roughly 40% of the manufacturing cost of a low-end smartphone by mid-2026, up from 20% today.
Robots and electric vehicles
ProRL hosted America's first professional humanoid and quadruped robot races in Boston. In Beijing's second annual robot half-marathon, dozens of Chinese humanoids ran past human runners while demonstrating rapidly improving autonomous navigation.
Tesla Robotaxi is rolling into Dallas and Houston. The Iran War's gas-price spike pushed used EV sales up 12% year-over-year and 17% versus Q4 2025, turning electrification into a wartime hedge.
The cis-lunar economy is filling in
Blue Origin's New Glenn flew its third mission and reused a booster for the first time. Following Artemis II's return, SpaceX and Blue Origin are racing to ready lunar landers for Artemis III, which will rehearse Orion-to-lander docking in Earth orbit ahead of Artemis IV's 2028 south-polar landing.
NASA also picked SpaceX's Falcon Heavy to launch ESA's Rosalind Franklin rover in 2028, the first rover designed to drill for past or present life beneath the Martian surface.
Biology and proof of personhood
Personalized mRNA vaccines for pancreatic cancer are showing durable results, with trial responders still alive six years later against the grim 13% five-year survival baseline.
Tinder users who have had their irises scanned by a Worldcoin Orb can now display a badge signaling they are real humans.
Synthetic creators
The #1 song on iTunes was "Celebrate Me" by IngaRose, a Suno-generated AI R&B performer. A trailer dropped for "As Deep As The Grave," the first film to star an authorized generative AI version of a major Hollywood actor, the late Val Kilmer, with UK firm Sonantic rebuilding his voice and daughter Mercedes collaborating on the visual deepfake.
Workforce shifts
Four-year computer science degrees quintupled from 2008 to 2024 but suddenly fell from the fourth-largest major to sixth in 2025, the biggest one-year drop of any major since 2020, as colleges splintered CS into AI, data science, robotics, and cybersecurity. Bill Peebles, Kevin Weil, and Srinivas Narayanan all announced departures from OpenAI.
UAP disclosure
The President announced he has directed the Secretary of War to begin releasing government UAP files, promising "many very interesting documents" imminently. Rep. Ogles added that he has seen evidence "so classified that just knowing it exists makes you a target."
That's today. More tomorrow.
Matthew Ortiz
CEO, OTZ Group