Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:
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CLAUDE 4: Anthropic, the Amazon (AMZN)-backed OpenAI rival, has introduced the next generation of Claude models, namely Claude Opus 4 and Claude Sonnet 4. “Claude Opus 4 is the world’s best coding model, with sustained performance on complex, long-running tasks and agent workflows. Claude Sonnet 4 is a significant upgrade to Claude Sonnet 3.7, delivering superior coding and reasoning while responding more precisely to your instructions,” the company said. Alongside the models, Anthropic is also announcing — Extended thinking with tool use; New model capabilities; Claude Code general availability; and New API capabilities.
“Claude Opus 4 and Sonnet 4 are hybrid models offering two modes: near-instant responses and extended thinking for deeper reasoning. The Pro, Max, Team, and Enterprise Claude plans include both models and extended thinking, with Sonnet 4 also available to free users. Both models are available on the Anthropic API, Amazon Bedrock, and Google Cloud’s Vertex AI. Pricing remains consistent with previous Opus and Sonnet models: Opus 4 at $15/$75 per million tokens (input/output) and Sonnet 4 at $3/$15,” Anthropic said.
AI COMPANION DEVICES: Sam Altman told his staff that Microsoft (MSFT)-backed OpenAI aims to ship 100M AI “companion” devices meant for everyday life, and to release the first by late 2026, The Wall Street Journal’s Berber Jin reports. The AI device, not a phone or glasses, will be pocket-size, screen-free and contextually aware, Jin writes. Sam Altman and Jony Ive envision a “family of devices” integrating hardware and software, according to the report.
TRAINING AI: A German consumer rights group on Friday failed to win a court injunction to stop Meta Platforms (META) from training its artificial intelligence models with Facebook and Instagram user posts, according to Reuters. The court in the western city of Cologne said it did not grant an injunction sought by state-funded consumer rights group Verbraucherzentrale NRW. Meta said last month it would train its AI models in the European Union with public posts of adults across its platforms, as well as with interactions that users have with its artificial intelligence.
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