AI Weekly Issue #481: Musk wants Altman fired, Anthropic passes OpenAI, Meta goes closed

The AI industry witnessed three seismic shifts this week. Anthropic's revenue run rate reached $30 billion, eclipsing OpenAI's $24 billion, powered by enterprise demand that doubled its million-dollar customers in under two months. This marks a significant power shift, with enterprise—not consumer—applications now driving the market's financial leadership. Meanwhile, Meta launched Muse Spark, its first proprietary model developed under Alexandr Wang's Superintelligence Labs, decisively abandoning the open-source ethos that defined its Llama series. The company announced a hybrid strategy where only smaller models will remain open-source, while its most advanced AI stays locked within its ecosystem.

Legal and corporate warfare reached new heights as Elon Musk publicly campaigned for Sam Altman's removal from OpenAI, while OpenAI retaliated by calling for investigations into Musk's conduct. This feud unfolds against a backdrop of industry-wide tension, including OpenAI's reportedly troubled IPO timeline and Hollywood writers securing four more years of AI protections. These events collectively signal an industry pivot toward closed, enterprise-focused models and increasingly contentious corporate battles that could redefine competitive dynamics and regulatory landscapes.