The CEO of the $16.6 billion tech-focused firm Altimeter believes that OpenAI’s next model will change its fortune in a big way. In a new episode of the All-In Podcast, Brad Gerstner says people have become ultra-bearish on OpenAI as rivals Anthropic and Google grab headlines with their latest frontier models. According to Gerstner, there’s a lot of fear, uncertainty and doubt for OpenAI, which he notes could mark the turning point for the ChatGPT creator as it gears up for the release of the AI model Spud. “But I think you would be seriously foolish to count out OpenAI.…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
Elon Musk says xAI’s frontier model, Grok, will make significant gains in intelligence as the AI startup rebuilds its foundations from the ground up. In a new post on X, Musk says he sees the next couple of months as a critical window for Grok. “It will take until May to be close to Opus 4.6 and June to match and maybe exceed. Short time by normal standards, but a long time in the AI arena.” Anthropic’s Claude Opus 4.6 is considered the most intelligent publicly available frontier model to date. The model can support up to one million input…
A former managing director at Morgan Stanley says Bitcoin (BTC) and Ethereum (ETH) are being positioned as store-of-value assets amid global uncertainty. In a new interview with Anthony Pompliano, Wall Street veteran Jordi Visser says the world is facing greater uncertainty today than at the beginning of the Middle East conflict, despite the fragile ceasefire between the US and Iran. According to Visser, he’s specifically keeping a close watch on the price action of Bitcoin and Ethereum, saying that his bullish stance on the two largest crypto assets by market cap will be validated if they shatter key levels. “The…
OpenAI says it was impacted by a broad software supply chain attack carried out by a hacking group linked to North Korea. In a security update, the ChatGPT creator says it had downloaded a malicious version of a widely used library called Axios, as part of a larger industry attack. OpenAI says that at the time, a GitHub Actions workflow had access to a special certificate used to prove that macOS apps like ChatGPT Desktop are real and safe. In a worst-case scenario, hackers could use the opening to create fake OpenAI apps that look real. “In the event that…
The former AI Czar says Anthropic’s staggering growth over the last three years is nothing compared to what’s coming. Recently, the Claude creator revealed that its revenue rate exploded from just $9 billion at the end of 2025 to more than $30 billion this month. David Sacks says Anthropic’s soaring revenue is a clear sign that the AI bubble narrative is bursting. “And I want to just underline it. Consider where we were at the beginning of the year. And what everybody was saying is that AI was a big bubble. And the evidence they would point to was the…
US financial regulators are escalating concerns that a new class of AI models could introduce systemic cyber risks. Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell have called an urgent meeting with top Wall Street executives in Washington to discuss potential threats emerging from Anthropic’s Mythos model, Bloomberg reports. The meeting, arranged on short notice, focused on ensuring major banks are preparing for a new generation of AI-driven cyberattacks. In a statement to Fox News, National Economic Council Director Kevin Hassett says the government understands that powerful AI models pose a significant risk to the financial industry. “We’re…
IBM is sounding the alarm about Anthropic’s latest AI model, highlighting its capabilities in combining small weaknesses to launch full-system compromises. Earlier this week, Anthropic launched Project Glasswing, a project centered on the AI model Claude Mythos Preview, which had previously shown advanced offensive capabilities. Dave McGinis, vice president of Global Managed Security Services at IBM, says he took note of Claude Mythos Preview’s capabilities and found that “vulnerability chaining” sets the model apart from others. According to McGinis, vulnerability chaining is the ability to spot multiple minor flaws and link them together into a single, effective exploit. “This is…
Claude AI agents built to trade S&P 500 names just bought one stock that Wall Street believes will be destroyed by AI itself. In a new post on X, The Claude Portfolio says it is a public project that gave AI agents $50,000 for a stock-picking experiment to see how well Claude performs in trading over the long haul. The owner highlights that neither the account nor the experiment is affiliated with Anthropic in any way, but the experiment has so far outperformed the S&P 500. According to The Claude Portfolio, its AI agents just bought ServiceNow (NOW) with a…
The co-founder of the venture capital giant Andreessen Horowitz (a16z) says crypto has finally found an edge that will drive massive consumer adoption. In a new Latent Space interview, Marc Andreessen says AI agents are now using money and credit cards to pay for goods and services online. Andreessen notes that the traditional payment rails are not designed to handle the incoming scale of AI agent transactions, making stablecoins and the blockchain the only existing technologies suitable for the agentic economy. “We actually have internet-native money now in the form of stablecoins and crypto. And this is, I think, the…
Tens of thousands of crypto traders who were betting against the market got liquidated over the past day as Bitcoin (BTC), Ethereum (ETH) and the rest of the market flashed signs of life. Data from the derivatives and spot market analytics firm Coinglass shows that $123.38 million in shorts were liquidated in the last 24 hours as Bitcoin rallied to as high as $73,460, pushing the crypto market higher. Traders who bet against BTC were liquidated the most to the tune of $53.45 million over the past day. Meanwhile, traders who believed that ETH would plummet witnessed $36.83 million in…