Local AI tools and MCP integrations stood out today. A photo editor that runs entirely on Apple Silicon, a spreadsheet that talks to Ollama, and a memory layer for coding agents.
Anthropic quietly overtook OpenAI on both revenue and valuation. Meanwhile, AI-generated math proofs are having real downstream impact, and Uber learned that AI coding budgets don't scale like SaaS seats.
Anthropic hit $39B annualized revenue vs OpenAI's $25B. On secondary markets, implied valuation crossed $1 trillion — over $100B ahead of OpenAI. No viral moment, just enterprise deal after enterprise deal.
The revenue growth from $9B in late 2025 to $39B represents one of the fastest revenue ramps in tech history. Anthropic's IPO target for October 2026 is a more conservative $400-500B.
Quick hits from the local LLM world.
New lightweight editing model, a fun style LoRA for Flux, and audio-visual LoRA splitting in LTX 2.3.
Klack gets a full rewrite, a sharp open-source PII redaction tool, and a free menu bar audio manager that does what macOS should do natively.