Anthropic's decline continues.
Following the release of Kimi K3 on July 16, Anthropic’s implied pre-IPO valuation is estimated to have shrunk by approximately 13.1%, representing a decline of about $126.42 billion from its last confirmed valuation and about $531.20 billion from its implied peak of $1,369.78 billion.
Dario is probably worried that if he doesn't get the Trump administration to regulate his open-weight competition now, nothing will be left by the time the company goes public.
Two days of testing of Opus 5. My take based on insufficient observations, but this is the best I can do: 1. Anthropic no longer has the incredible Opus 4.8 / GPT 5.6 Sol gap. 2. The model is not clearly superior to Sol. 3. In chat, the model vibe is not great.
Beginning July 20, Claude Fable 5 will be included in all Max and Team Premium plans, at 50% of limits.
Pro and Team Standard users will continue to have access to Fable via usage credits, and will receive a one-time $100 credit.
Demand for Fable has been challenging to predict, which is why we rolled it out to subscription plans in stages, extending access several times as we secured additional capacity.