Observed Signal · Apr 10, 2026 · Technical Release · Source: DEV Community · Impact: 5/5 · Sentiment: Negative
Anthropic Withholds Mythos; OpenAI Raises $122B
OpenAI's CFO Sarah Friar told CNBC the company intends to reserve a portion of shares for retail investors when it goes public, after testing retail demand during a recent private financing round. OpenAI closed a financing round at the end of March that raised more than $122 billion and valued the company at $852 billion; the IPO could happen in the second half of 2026 and market estimates suggest a potential valuation up to $1 trillion. The financing included large commitments from Amazon (up to $50 billion), Nvidia and SoftBank (each $30 billion), plus around $3 billion from retail investors via banks such as JP Morgan, Morgan Stanley and Goldman Sachs. OpenAI said it will use capital to expand data centers, develop new AI models and chips, and build a "super-app." The company generated $13.1 billion in revenue in 2025 but was not yet profitable, reporting large quarterly losses. The report notes Anthropic is also preparing for an IPO (possible October) after recent funding that valued it at roughly $350 billion.
Multiple industry‑shifting events: a major model (Mythos) was intentionally withheld on safety grounds, OpenAI closed a record $122B funding round, and several major platforms shipped new frontier models — together these change the competitive axis toward governance, compute control and regulatory scrutiny.
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Key Takeaways & Evidence Grounding
- OpenAI plans to reserve a portion of IPO shares for retail investors, per CFO Sarah Friar (CNBC interview).
- OpenAI closed a financing round at the end of March that raised more than $122 billion and was valued at $852 billion.
- Major commitments in the round included Amazon (up to $50 billion), Nvidia ($30 billion) and SoftBank ($30 billion); about $3 billion came from retail investors via JP Morgan, Morgan Stanley and Goldman Sachs.
- OpenAI reported $13.1 billion in revenue for 2025 but remains unprofitable, with reported third-quarter 2025 losses of about $12 billion.
- Anthropic is reportedly preparing for an IPO (possible October 2026) after a $30 billion financing that valued it at about $350 billion.
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Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Anthropic's Mythos Withheld; OpenAI Raises $122B
Anthropic launched Project Glasswing, giving a restricted research preview of Claude Mythos (Mythos Preview) to 12 founding partners and 40+ open‑source maintainers to autonomously find zero‑day vulnerabilities across critical infrastructure. Mythos Preview outperformed prior models on multiple benchmarks (CyberGym reproduction 83.1% vs Opus 4.6’s 66.6%) and reportedly discovered long‑standing flaws including a 27‑year‑old OpenBSD bug, a 16‑year‑old FFmpeg vulnerability missed by 5 million tests, and chained Linux kernel privilege escalations. Anthropic committed $100M in compute credits and ~$4M to open‑source security foundations for the preview and plans controlled API availability later (priced at $25 per million input tokens / $125 per million output tokens). Access is intentionally restricted to defenders (cloud providers, security vendors, hardware makers, financial infrastructure and open‑source maintainers) as Anthropic balances defensive impact with dual‑use risk; a public progress report is promised within 90 days.
Anthropic Valued Higher Than OpenAI After $65B Round
Anthropic raised $65 billion in a new financing round, lifting its private valuation to about $965 billion and surpassing competitor OpenAI (valued at about $852 billion). The funding will be used to expand compute capacity and scale products such as the Claude chatbot. Amazon participated in the round and previously announced up to $25 billion in investment tied to a commitment by Anthropic to spend over $100 billion on Amazon cloud services over the next decade. Anthropic faces a legal dispute with the U.S. Department of Defense over restrictions on military use of its models; its unreleased model Mythos remains available only to select U.S. agencies and some companies.
Anthropic Mythos Sparks Cybersecurity Alarm
Anthropic’s purpose-built vulnerability model Mythos, run by Mozilla against Firefox, produced a substantially larger set of security findings than an earlier general-purpose model — surfacing 271 security-sensitive bugs in a later run versus 22 previously. The episode was published by Nate on May 8, 2026. The author frames the result as a possible inflection point: machine-driven generation, attack, repair and verification of software may overtake humans as the primary trust anchor. The piece argues teams must prepare for a new risk model where code is cheap to produce but expensive to trust, and that code comprehensibility will become a core security property. This reporting aligns with broader industry alarm about Mythos’ capabilities and concerns that defenders may have uneven access compared with offensive uses.
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