AI Newsletter

Anthropic has abruptly blocked access to Claude subscriptions from third-party agent services like OpenClaw. Users report significantly increased automation costs and are seeking alternatives like Google's open-source model Gemma 4. The move shows that Anthropic wants to deliberately control the ecosystem around Claude and monetize it directly – a major setback for the growing agentic AI ecosystem.

With $4.1 million in trading volume, Polymarket sees Anthropic with 90% probability as the holder of the best AI model by end of April 2026, while OpenAI comes in at only 5%. By June, Anthropic's lead falls to 66% – Google catches up with 22%. This is a striking shift from previous OpenAI dominance and signals a structural power shift in the AI market.

Foxconn, the world's largest contract manufacturer, recorded 29.7% revenue growth in the first quarter of 2026 compared to the previous year – driven by exploding demand for AI hardware. However, the company warns of 'volatile' geopolitics as a risk factor. The data point demonstrates that AI infrastructure investments continue unabated despite macroeconomic uncertainty.

According to a viral analysis, 62% of companies are already experimenting with AI agents, but treat them like simple chatbots instead of autonomous business process systems. The difference: true agents execute workflows independently rather than just responding. Companies that don't understand this shift risk significant misallocations and competitive disadvantages.

Elon Musk has announced a merger between SpaceX and his AI company xAI – a strategic consolidation that unites computing capacity, space infrastructure, and AI development under one roof. This move could give xAI access to massive compute resources and unique data streams. The merger positions xAI as a serious competitor to OpenAI and Anthropic, even though Polymarket currently assigns xAI minimal chances of having the best model.