1. What is Mythos — The Meaning of "Step Change"

Dario Amodei, co-founder and CEO of Anthropic, has described Mythos as "by far the most capable AI model we have ever developed," stating that it represents a "step change" — not a gradual improvement, but a discontinuous leap — from the existing Opus-series models.

Internally developed under the codename "Capybara," Mythos sits in an entirely new tier above the existing Haiku → Sonnet → Opus model hierarchy. It is designed as a general-purpose large language model and has not undergone cybersecurity-specific training. Despite this, its exceptional coding and reasoning capabilities result in remarkable performance in the cybersecurity domain.

Some analyses report a parameter count reaching 10 trillion (unconfirmed officially by Anthropic). If accurate, this would far surpass the scale of GPT-5.4 and Gemini 3.1 Pro, serving as compelling evidence that Scaling Laws remain in effect.

Amodei's Statement

"More powerful models will come — from us and from others. That is precisely why a plan to address them is necessary. Rather than releasing Mythos Preview to the general public, we are providing defenders with early, controlled access so that vulnerabilities can be discovered and remediated before Mythos-class models proliferate across the ecosystem."

This statement embodies the philosophy of Anthropic's Responsible Scaling Policy (RSP), reaffirming the company's mission to balance dramatic capability gains with the assurance of safety.


2. Benchmark Performance――Breaking All Records

Mythos's performance surpasses existing state-of-the-art models across all major benchmarks. The key benchmark results are shown below.

Key Benchmark Comparison

BenchmarkMythos PreviewClaude Opus 4.6GPT-5.4Gemini 3.1 Pro
SWE-bench Verified (Real-world software engineering)93.9%80.8%80.6%
SWE-bench Pro (Top difficulty tier)77.8%53.4%57.7%54.2%
SWE-bench Multilingual (Multilingual support)87.3%77.8%
SWE-bench Multimodal (Multimodal)59.0%27.1%
USAMO 2026 (Math Olympiad level)97.6%42.3%95.2%74.4%
GPQA Diamond (PhD-level science questions)94.5%91.3%92.8%94.3%
Humanity's Last Exam (no tools)56.8%39.8%44.4%
Humanity's Last Exam (with tools)64.7%52.1%51.4%
Terminal-Bench 2.082.0%75.1%68.5%
OSWorld (OS operation automation)79.6%75.0%
BrowseComp (Browsing capability)86.9%
GraphWalks BFS (256K–1M tokens)80.0%38.7%21.4%
MMMLU (Multilingual knowledge)92.7%
CharXiv Reasoning (with tools)93.2%
CyberGym (Cybersecurity)83.1%66.6%

Notable Highlights

SWE-bench Verified at 93.9% demonstrates that Mythos possesses problem-solving capabilities in real-world software engineering tasks that are nearly equivalent to or exceeding those of a human senior engineer. The jump of more than 13 percentage points from Opus 4.6's 80.8% represents not merely incremental improvement, but a qualitative shift in model capability.

80.0% on GraphWalks BFS (256K–1M tokens) is particularly noteworthy. At approximately four times the performance of GPT-5.4's 21.4%, this demonstrates Mythos's overwhelming advantage in long-context reasoning. This is a capability that creates a decisive difference in practical use cases such as large-scale codebase analysis, cross-document understanding of complex documentation, and dialogue that maintains long-term context.

97.6% on USAMO 2026 demonstrates that Mythos possesses mathematical reasoning capabilities at the Math Olympiad level that rival those of elite human mathematicians.

It should be noted that Anthropic has conducted anti-contamination screening and confirmed that Mythos's superiority is maintained across all filter thresholds. This ensures that the high scores are not the result of apparent performance inflated by memorization of training data.


3. Revolutionary Discoveries in Cybersecurity

The most striking aspect of Mythos is the results its general-purpose reasoning capabilities have produced in the cybersecurity domain.

Zero-Day Vulnerabilities Discovered

Mythos discovered thousands of zero-day vulnerabilities over weeks of testing, including ones that human security researchers and conventional automated tools had missed for decades.

Representative discoveries:

  • A 27-year-old undiscovered bug in OpenBSD: A signed integer overflow in TCP/SACK. In OpenBSD — known as the world's most security-conscious OS — Mythos autonomously discovered a vulnerability that had existed since 1999.

  • A 16-year-old undiscovered vulnerability in FFmpeg: A flaw in the H.264 codec introduced in 2003. Notably, automated fuzzing tools (such as OSS-Fuzz) had executed the relevant line of code over 5 million times without detecting the vulnerability. Mythos identified the issue based on a semantic understanding of the code.

  • A 17-year-old undiscovered remote code execution vulnerability in FreeBSD (CVE-2026-4747): Present in the NFS implementation, this critical vulnerability allows an unauthenticated attacker to remotely obtain root privileges. Discovered fully autonomously by Mythos.

  • Vulnerabilities spanning all major operating systems and browsers: Multiple critical vulnerabilities were discovered in Linux, Windows, macOS, Firefox, Chrome, Safari, and other software that forms the backbone of modern computing infrastructure.

CyberGym Benchmark: 83.1%

On the CyberGym benchmark developed by Anthropic, Mythos achieved an 83.1% success rate in reproducing vulnerabilities and creating proof-of-concept (PoC) exploits on the first attempt. This represents a significant improvement over Claude Opus 4.6's 66.6% and marks a qualitative leap in capability for autonomous exploit development.

Firefox Exploit Comparison

This gap was most dramatic in Firefox exploit development. While Claude Opus 4.6 succeeded only twice across hundreds of attempts, Mythos succeeded 181 times. Furthermore, Mythos successfully chained four vulnerabilities together to construct a browser exploit that broke out of both the renderer sandbox and the OS sandbox.

OSS-Fuzz Performance

In fuzzing tests, while Opus 4.6 achieved 150–175 crashes at Tier 1, Mythos recorded 595 crashes across Tier 1 and Tier 2.


4. Project Glasswing――A Defensive Alliance Where Tech Industry Giants Converge

Participating Organizations

To leverage Mythos's overwhelming capabilities for the defensive side, Anthropic has launched "Project Glasswing."

Core Partners (12 organizations):

PartnerDomainRole
Amazon Web ServicesCloud InfrastructureAWS infrastructure and open-source vulnerability scanning
AppleConsumer TechnologySecurity hardening of its own platforms
BroadcomSemiconductors & Infrastructure SoftwareVulnerability detection in enterprise software such as VMware
CiscoNetwork EquipmentNetwork infrastructure security
CrowdStrikeEndpoint SecurityIntegration with threat intelligence
GoogleCloud & SearchDelivering Mythos via Vertex AI, defending its own services
JPMorgan ChaseFinanceVulnerability assessment of financial infrastructure
Linux FoundationOpen SourceVulnerability remediation in Linux and major OSS projects
MicrosoftCloud & OSVulnerability detection in Windows, Azure, and Office 365
NVIDIAGPU & AI SemiconductorsVulnerability detection in the CUDA stack and drivers
Palo Alto NetworksNetwork SecurityStrengthening next-generation firewalls and security foundations

In addition, more than 40 organizations that build and maintain critical software infrastructure have been granted access.

Financial Commitments

  • $100 million in Mythos Preview credits provided to participating organizations
  • $2.5 million contributed to Alpha-Omega and OpenSSF under the Linux Foundation
  • $1.5 million contributed to the Apache Software Foundation

Timeline and Reporting Obligations

Anthropic is committed to publishing a public report within 90 days of the announcement covering the number of vulnerabilities remediated, security improvements achieved, and lessons learned.

Pricing

After the research phase concludes, Mythos Preview is priced at $25 per million input tokens and $125 per million output tokens. This is five times the level of Claude Opus 4.6's $5/$25 pricing, reflecting the model's exceptional performance.


5. How Silicon Valley VCs Are Receiving It

Sequoia Capital — "Hedging Both Sides"

Traditionally, VC firms have treated investing in direct competitors as a taboo. However, Sequoia Capital made the unusual decision to participate in Anthropic's Series G round, in addition to its existing investments in OpenAI and xAI. TechCrunch reported this as "breaking a VC taboo."

This move suggests both that top-tier VCs view the outcome of the AI foundation model race as unpredictable, and that Anthropic's technological edge has reached a level that can no longer be ignored. The announcement of Mythos served as validation of that judgment.

Lightspeed Venture Partners — "The Greatest Value Is Created at the Foundation Level"

Lightspeed, which led Anthropic's Series E ($3.5 billion, approximately ¥525 billion, at a valuation of $61.5 billion, approximately ¥9.2 trillion), published its investment thesis in its newsletter "Doubling Down on Anthropic."

"The greatest value emerging from AI's development will be unlocked at the foundation level. AI has the potential to generate $1.5 trillion in net new revenue."

Lightspeed also publishes its annual "Cyber60" list of leading companies in cybersecurity, reflecting a deep commitment to the intersection of AI and cybersecurity. The announcement of Mythos and Project Glasswing demonstrate that Lightspeed's investment thesis is becoming reality.

Menlo Ventures — "Tripling Down on the Future Leader of AI"

Menlo Ventures has invested in three consecutive rounds — Anthropic's Series C, D, and E — and describes its own investment conviction as a "triple down."

Furthermore, Menlo launched the $100 million (approximately ¥15 billion) "Anthology Fund" as a strategic partnership with Anthropic, investing in AI-native startups (pre-seed through Series A). The fund has already invested in more than 18 companies, including cybersecurity startups. Portfolio companies receive $25,000 (approximately ¥3.75 million) in Anthropic credits and access to Anthropic's technical team.

Menlo has stated on its official blog that "Anthropic is the leader in the future of AI," and the Mythos announcement has only strengthened that conviction.

Salesforce Ventures — "Consistent Support Since Series C"

Salesforce Ventures has participated in every round from Anthropic's Series C (May 2023) through Series G (February 2026). Beyond providing capital, Salesforce has played a role in introducing its Fortune 500 customer base — including Coinbase, Barclays, and Accenture — to Anthropic.

Google — "Commitment as a Strategic Investor"

Google has made more than $1 billion (approximately ¥150 billion) in strategic investment in Anthropic. Access to Claude Mythos Preview is available through Vertex AI on Google Cloud. The fact that Google is also a core partner in Project Glasswing symbolizes the complex dynamics of the AI industry — competing and cooperating at the same time.

Founders Fund — Peter Thiel Enters the Fray

Founders Fund, led by Peter Thiel, also participated in the Series G round. Thiel is a central figure of the PayPal Mafia and, as co-founder of Palantir, has deep involvement at the intersection of national security and technology. Mythos's cybersecurity applications are highly aligned with Thiel's investment philosophy.

"Investor Loyalty Is Dead"

In a February 2026 article, TechCrunch reported that "at least 12 OpenAI investors have also invested in Anthropic in the AI space," describing the phenomenon as investor loyalty being "essentially dead." This trend is evidence that the VC community is seriously evaluating Anthropic's technological competitiveness, and the Mythos announcement is expected to accelerate it further.


6. Anthropic's Funding and Company Valuation

Funding History

RoundPeriodAmount RaisedValuation (Post-Money)Key Investors
Series E2024$3.5B$61.5BLightspeed (lead), Bessemer, Cisco, Fidelity, General Catalyst
Series F2025$13B$183BSalesforce Ventures and others
Series GFebruary 2026$30B$380BGIC (lead), Coatue (co-lead), D.E. Shaw, Dragoneer, Founders Fund, ICONIQ, MGX

Microsoft (up to $5B) and NVIDIA (up to $10B) also participated in the Series G round. Total funding raised has reached $67.3B across 17 rounds. Crunchbase reported Anthropic's Series G as the "second-largest venture deal in history" (behind OpenAI's $40B).

Path to IPO

According to PitchBook analysis, Anthropic is an AI IPO candidate with "the strongest combination of growth and qualitative business fundamentals." Reports indicate Anthropic is targeting a Nasdaq listing as early as October 2026, with Goldman Sachs and JPMorgan serving as lead underwriters. The target valuation could reach $400–500B, with potential fundraising exceeding $60B.

Anthropic's annualized revenue run rate has reached $30B (as of Q1 2026), with cash flow expected to turn positive in 2027.

Stock Market Impact

VCX, a publicly traded vehicle with exposure to Anthropic, rose 4.4% on April 6th — the day before the Mythos announcement — and has gained approximately 288% since its NYSE listing.


7. Coverage by Each Media Outlet――A Major News Story Attracting Global Attention

US Media

  • TechCrunch: Covered extensively under the headline "Anthropic debuts preview of powerful new AI model Mythos," with comprehensive coverage of Mythos's benchmark performance and Project Glasswing details.

  • Fortune: Reported on Mythos as "a step change in AI capability," analyzing the strategic implications for Project Glasswing partner companies. Highly praised Anthropic's commitment to safety.

  • CNBC: Reported in depth on Anthropic's responsible release strategy under the headline "Anthropic limits Mythos AI rollout."

  • CNN: Focused on Mythos's cybersecurity capabilities, explaining the strategy of early access for defenders.

  • Axios: Covered as "Anthropic withholds Mythos Preview," praising the transparency of the system card's 244-page safety evaluation.

  • Gizmodo: Reported with an attention-grabbing headline: "Anthropic's New Model Is So Scarily Powerful It Won't Be Released."

European Media

  • Euronews: Explained Mythos's capabilities as posing "unprecedented cybersecurity risks" and discussed the relationship with the EU AI Act, which comes into full effect on August 2, 2026. Mythos is likely to be classified as a GPAI-SR (general-purpose AI model with systemic risk).

  • Trending Topics (Austria): Reported as "Anthropic Won't Release 'Mythos', Says it is Too Dangerous."

  • IT Social (France): Analyzed the impact on European companies under the headline "Project Glasswing: Anthropic fédère douze géants autour de son modèle Mythos Preview spécialisé en cybersécurité."

Japanese Media

  • ASCII.jp: Reported as "Anthropic's 'Claude Mythos' Too Powerful for Public Release."

  • Impress Watch: Examined the impact on Japan's security industry under the headline "Anthropic's Next-Generation Model to Remain Private — Used Exclusively for Security Defense."

  • Mynavi TechPlus: Reported in detail as "Anthropic Announces 'Mythos,' Its Most Capable AI Ever — Withholds Public Release Due to Danger."

  • XenoSpectrum: Published a comprehensive article including the number of zero-days discovered, benchmark scores, and Project Glasswing details.

Security-Focused Media

  • SecurityWeek: "Anthropic unveils Claude Mythos, a cybersecurity breakthrough that could also supercharge attacks."

  • The Hacker News: Reported on technical details of specific CVEs discovered by Mythos.

  • CyberScoop: Detailed the process for fixing open-source software vulnerabilities through Project Glasswing.


8. Reactions from the Cybersecurity Industry

# Dramatic Stock Market Fluctuations

Mythos's announcement of Project Glasswing had a dramatic impact on cybersecurity stocks.

April 7 (after the Project Glasswing announcement):

  • CrowdStrike: +6.2% (best single-day performance in over 6 months)
  • Palo Alto Networks: +5.0%

Once it emerged that CrowdStrike and Palo Alto Networks were included in Glasswing as partners rather than "threats," investor anxiety turned to optimism.

Industry Leader Reactions

Alex Stamos (Corridor CPO, former Facebook & Yahoo CSO):

"Glasswing is a big deal, and it's something we really need. We have about six months before open-weight models catch up."

Shlomo Kramer (Cato Networks CEO):

"This is a watershed moment in the history of cybersecurity. Agentic attackers are coming."

Anthony Grieco (Cisco CSTO):

"AI capabilities have crossed a threshold that fundamentally changes the urgency required to protect critical infrastructure."


9. OpenAI's Further Predicament

The announcement of Mythos dealt yet another blow to OpenAI, which was already grappling with multiple challenges.

Revenue Reversal

Entering 2026, Anthropic rapidly closed the gap with OpenAI's revenue and ultimately surpassed it. Anthropic's annualized revenue run rate reached $30 billion, recording a sharp 58% surge in March 2026 alone. Meanwhile, OpenAI's annualized revenue run rate remains at $25 billion.

Bloomberg reported that "demand for OpenAI in the secondary market is sinking while Anthropic is surging," signaling a clear shift in investor sentiment toward Anthropic.

Enterprise Market Erosion

Enterprise customers are increasingly favoring Anthropic for coding and agentic use cases. Anthropic's strategy of focusing on enterprise coding — without diversifying into image and video generation — appears to have paid off. OpenAI has been forced into a strategic pivot, shifting focus away from broad consumer-facing products toward enterprise solutions and developer tools.

Trending Topics EU reported that "Anthropic's rise is forcing OpenAI into the most significant strategic pivot it has ever faced."

Leadership Turmoil

OpenAI's internal situation remains unstable.

  • Fidji Simo (CEO of AGI Deployment) is on medical leave
  • Brad Lightcap has moved to special projects
  • Denise Dresser (former Slack CEO) is handling the majority of operational responsibilities
  • Greg Brockman has taken on product oversight
  • By early 2026, more than 12 senior researchers and engineers had departed for Anthropic or Google DeepMind

Legal Battle with Elon Musk

The Musk v. OpenAI lawsuit, with jury selection beginning April 27, 2026, at the federal courthouse in Oakland, seeks damages of up to $134 billion. Musk is demanding the removal of Sam Altman and Greg Brockman, as well as the reversal of OpenAI's conversion to a for-profit entity.

Monetization Challenges

OpenAI has 900 million users worldwide, yet only 5% are paying subscribers. HSBC analysts have noted that profitability for OpenAI will be difficult until 2030, with a potential funding gap of $207 billion.

Safety Concerns

OpenAI has seen continued dismantling of its safety team and ongoing talent departures. Jan Leike, former head of Superalignment, publicly criticized the company, stating that "safety culture and processes have taken a back seat to flashy products." Altman himself has acknowledged, "My intuitions are not well-aligned with much of the traditional AI safety discourse."

Against this backdrop of compounding challenges, the announcement of Mythos has cast further doubt on the myth of OpenAI's technological superiority. While Anthropic demonstrates that safety and performance can coexist, OpenAI finds itself on the back foot on both fronts.


10. Expanding the Context Window and Future Outlook

Context Windows of Major Current Models

ModelProviderContext WindowInput Cost (per 1M tokens)
Llama 4 ScoutMeta10 million tokens~$0.30 (~¥45)
Grok 4.20xAI2 million tokens$2.00 (~¥300)
Llama 4 MaverickMeta1 million tokens~$0.50 (~¥75)
Gemini 3.1 ProGoogle1 million tokens$2.00 (~¥300)
GPT-5.4OpenAI1 million tokens$2.50 (~¥375)
Claude Opus 4.6Anthropic1 million tokens$5.00 (~¥750)
Claude Sonnet 4.6Anthropic1 million tokens$3.00 (~¥450)
Qwen 3.6 PlusAlibaba1 million tokensFree

How Far Will Mythos's Context Window Expand?

Mythos's context window size has not been officially announced, but several strong clues exist.

Its 80.0% on GraphWalks BFS (256K–1M tokens) suggests a context window of at least 1 million tokens. Moreover, the height of this score means it not only "accepts" long inputs, but possesses the ability to reason accurately within contexts at the 1-million-token scale. Compared to GPT-5.4's 21.4% and Opus 4.6's 38.7%, this gap is overwhelming.

In March 2026, Anthropic already abolished the long-context surcharge and moved to flat-rate pricing across all context lengths. This suggests the company achieved a technical breakthrough that dramatically reduces the computational cost of long-context processing.

The Trend of Expanding Context Windows

Looking at industry-wide trends, context window sizes are expanding rapidly.

  • Early 2024: The standard for major models was 128K–200K tokens
  • Late 2025: 1 million tokens became the standard for major models
  • Q1 2026: Meta achieved 10 million tokens (Llama 4 Scout), xAI achieved 2 million tokens (Grok 4.20)

However, according to research by Digital Applied, there is a gap between "nominal context window size" and "the size at which effective reasoning quality is maintained." Many models can only sustain reliable reasoning at roughly 60–70% of their nominal capacity. Meta's 10-million-token Scout excels at retrieval, but synthesis quality degrades beyond 1–2 million tokens.

This is where Mythos stands out. The 80.0% score on GraphWalks BFS demonstrates that high-quality reasoning is maintained in the 256K–1 million token range, representing the industry's highest standard not in "nominal size" but in "effective reasoning quality."

Anticipated Future Evolution of Context Windows

Combining Anthropic's technical trajectory with industry trends, the following developments are expected.

1. Q2–Q3 2026: With the release of Claude 5 (leaked information indicates Sonnet 5 will lead, with Opus 5 following 2–4 months later), an expansion of the context window to 2–5 million tokens is anticipated. The long-context reasoning technology demonstrated in Mythos will likely be applied to commercial models in turn.

2. Late 2026–2027: Context windows at the 10-million-token level may become standard for major commercial models. Crucially, however, what matters is not merely size expansion but the maintenance of effective reasoning quality as measured by benchmarks like GraphWalks BFS.

3. Practical Impact: The expansion of context windows will enable tasks that are currently difficult for AI, such as comprehensive analysis of large codebases, cross-cutting review of hundreds of pages of legal documents, and understanding software architecture spanning multiple repositories.


11. Anthropic's Safety Philosophy and RSP v3.0

Responsible Scaling Policy (RSP) v3.0

Anthropic updated RSP v3.0 in February 2026. The main changes are as follows.

  • Introduction of a more flexible safety evaluation framework
  • Requirement to publish a "Frontier Safety Roadmap" (a goal, not a hard commitment)
  • Emphasis on the need for industry-wide coordination

Mythos System Card — 244 Pages of Transparency

The Mythos system card spans 244 pages, marking the first time in the AI industry that a system card has been published for a model not intended for public release. This level of transparency has been highly praised by the research community as a demonstration of Anthropic's sincere commitment to AI safety.

Briefing to the U.S. Government

Anthropic has publicly disclosed that it briefed "senior officials across the U.S. government" on the full scope of Mythos's offensive and defensive capabilities. This level of government engagement is positioned as a model of responsible behavior for AI development companies.


12. Spillover Effects on Investment Markets and Key Timelines to Watch Going Forward

Current State of the AI Investment Market

In global venture capital fundraising for Q1 2026, AI-related deals accounted for $242 billion (approximately ¥36.3 trillion), representing 80% of the total. Anthropic and OpenAI alone captured 57% of U.S. startup fundraising.

Upcoming Key Dates to Watch

DateEventImpact
April 27, 2026Musk vs. OpenAI trial — jury selection beginsKey information regarding OpenAI's corporate structure and governance may be disclosed
Early July 2026Project Glasswing 90-day report releaseSpecific number and impact of vulnerabilities patched by Mythos to be revealed
Q2–Q3 2026Claude 5 release (leaked information)Next-generation commercial model based on Mythos technology
August 2, 2026EU AI Act full enforcementWhether Mythos qualifies for GPAI-SR classification will be a litmus test for European expansion
October 2026 (target)Anthropic Nasdaq listingTarget valuation of $400–500 billion (approximately ¥60–75 trillion)
Late 2026OpenAI IPO (planned)The order of Anthropic and OpenAI IPOs will influence institutional investor capital allocation

Impact on Cybersecurity Startups

With the emergence of Mythos, AI cybersecurity is bifurcating into two categories:

1. Companies that protect AI models/agents: Security firms ensuring the safety of AI itself

2. Companies leveraging AI for autonomous security operations: SOC (Security Operations Center) automation, continuous penetration testing, and more

The Anthology Fund, co-managed by Menlo Ventures and Anthropic, has already invested in startups in this space, and there is a growing trend of security startups that can integrate with foundation model capabilities commanding premium valuations.

According to a Goldman Sachs report, data center power consumption is projected to increase 175% by 2030, with hyperscale cloud companies planning over $500 billion (approximately ¥75 trillion) in capital expenditure in 2026 alone. The scale of this infrastructure investment suggests that competition among AI foundation models will remain sustained over the long term.


13. Correlation Diagram of Key Players

AI Foundation Model Companies and Their Investors

CompanyRepresentative ModelKey InvestorsLatest Valuation
AnthropicClaude Mythos, Opus 4.6, Sonnet 4.6GIC, Coatue, Google, Lightspeed, Menlo, Salesforce Ventures, Sequoia, Founders Fund, Microsoft, NVIDIA$380 billion (approx. ¥57 trillion)
OpenAIGPT-5.4, o3Microsoft, Thrive Capital, a16z, Tiger Global, Sequoia$300 billion (approx. ¥45 trillion)
Google DeepMindGemini 3.1 ProAlphabet (parent company)N/A (Alphabet subsidiary)
Meta AILlama 4 Scout/MaverickMeta (parent company)N/A (Meta business division)
xAIGrok 4.20Valor Equity Partners, a16z, Sequoia, Fidelity$75 billion (approx. ¥11.3 trillion)

Project Glasswing Ecosystem

With Anthropic (Mythos) at the center, the ecosystem includes AWS, Google Cloud, and Microsoft in the cloud sector; CrowdStrike, Palo Alto Networks, and Cisco in the security sector; Apple, NVIDIA, and Broadcom in the technology sector; and JPMorgan Chase, the Linux Foundation, and the Apache Foundation in the finance and OSS sector, each participating as partners.


14. Conclusion――A Turning Point in the History of AI

The announcement of Claude Mythos Preview is an event that rewrites the balance of power in the AI industry.

On the technical front, it surpasses existing models across all major benchmarks, with figures such as SWE-bench Verified 93.9%, GraphWalks BFS 80.0%, and CyberGym 83.1% indicating qualitative leaps in three domains: software engineering, long-context reasoning, and cybersecurity.

On the strategic front, through Project Glasswing, an unprecedented coalition has been formed bringing together all five major technology companies—Amazon, Apple, Microsoft, Google, and NVIDIA—as partners. This is not merely a technology demonstration; it signals that Anthropic is establishing itself as a "neutral infrastructure provider for the technology industry."

On the safety front, Anthropic has set a new industry standard for transparency by publishing a 244-page system card for a model not intended for public release, and by conducting government briefings.

On the market front, Anthropic has overtaken OpenAI in revenue and attracted investment from virtually all of Silicon Valley's top-tier VCs. The IPO targeted for October could become the largest listing in the AI industry.

The reason Silicon Valley's VC community chose to "hedge their bets" is that the battle for AI supremacy has not yet been decided. However, the Mythos announcement has significantly tipped the scales in Anthropic's favor. In technical superiority, commitment to safety, enterprise strategy, and the resulting revenue growth—Anthropic holds momentum across all of these dimensions.

Over the next six months, milestones that will determine the future of the AI industry will continue in succession: Project Glasswing progress reports, the release of Claude 5, the enforcement of the EU AI Act, and Anthropic's IPO. The new frontier opened by Mythos may herald the dawn of a "defensive era," in which AI safeguards the foundations of social infrastructure.


Key Reference Sources:

  • Anthropic official announcements (Project Glasswing, Mythos Preview System Card)
  • TechCrunch, Fortune, CNBC, CNN, Axios, Gizmodo (major U.S. technology media)
  • SecurityWeek, The Hacker News, CyberScoop (security-focused media)
  • Lightspeed Venture Partners "Doubling Down on Anthropic" newsletter
  • Menlo Ventures "Tripling Down on Anthropic" blog
  • Salesforce Ventures "Behind the Investment: Anthropic"
  • Sequoia Capital Series G participation coverage (TechCrunch)
  • PitchBook IPO analysis, Crunchbase funding data
  • Goldman Sachs "What to Expect from AI in 2026" report
  • HSBC OpenAI profitability analysis
  • Bloomberg secondary market demand report
  • Google Cloud Blog (Vertex AI Mythos Preview)
  • ASCII.jp, Impress Watch, Mynavi TechPlus (Japanese media)
  • Euronews, Trending Topics, IT Social (European media)
  • Digital Applied "AI Context Window Comparison 2026"
  • Anthropic RSP v3.0
  • NxCode, Vellum, LLM-Stats (benchmark analysis)

14. Conclusion――A Turning Point in the History of AI

The announcement of Claude Mythos Preview is an event that rewrites the balance of power in the AI industry.

On the technical front, it surpasses all existing models across every major benchmark, with figures such as SWE-bench Verified 93.9%, GraphWalks BFS 80.0%, and CyberGym 83.1% demonstrating qualitative leaps in three domains: software engineering, long-context reasoning, and cybersecurity.

On the strategic front, through Project Glasswing, Anthropic has built an unprecedented coalition by bringing all five major technology companies — Amazon, Apple, Microsoft, Google, and NVIDIA — together as partners. This is not merely a technology demonstration; it signals that Anthropic is establishing itself as a "neutral infrastructure provider for the technology industry."

On the safety front, Anthropic has set a new standard for transparency in the AI industry by releasing a 244-page system card for a model not yet scheduled for public release and by briefing governments.

On the market front, Anthropic has surpassed OpenAI in revenue and has attracted investment from virtually all of Silicon Valley's top-tier VCs. The IPO targeted for October could become the largest public listing in the AI industry.

The reason Silicon Valley's VC community chose to "hedge their bets" is that the battle for AI dominance has not yet been decided. However, the Mythos announcement has tipped the scales significantly in Anthropic's favor. In technical superiority, commitment to safety, enterprise strategy, and the resulting revenue growth — Anthropic holds the momentum across all of these dimensions.

Over the next six months, milestones that will determine the future of the AI industry will follow in succession: Project Glasswing progress reports, the release of Claude 5, the enforcement of the EU AI Act, and Anthropic's IPO. The new horizon opened by Mythos may herald the dawn of a "defensive era" in which AI safeguards the foundations of society's infrastructure.


Key Reference Sources:

  • Official Anthropic announcements (Project Glasswing, Mythos Preview System Card)
  • TechCrunch, Fortune, CNBC, CNN, Axios, Gizmodo (major U.S. technology media)
  • SecurityWeek, The Hacker News, CyberScoop (cybersecurity specialist media)
  • Lightspeed Venture Partners "Doubling Down on Anthropic" newsletter
  • Menlo Ventures "Tripling Down on Anthropic" blog
  • Salesforce Ventures "Behind the Investment: Anthropic"
  • Reports on Sequoia Capital's Series G participation (TechCrunch)
  • PitchBook IPO analysis, Crunchbase funding data
  • Goldman Sachs "What to Expect from AI in 2026" report
  • HSBC OpenAI profitability analysis
  • Bloomberg secondary market demand report
  • Google Cloud Blog (Vertex AI Mythos Preview)
  • ASCII.jp, Impress Watch, Mynavi TechPlus (Japanese media)
  • Euronews, Trending Topics, IT Social (European media)
  • Digital Applied "AI Context Window Comparison 2026"
  • Anthropic RSP v3.0
  • NxCode, Vellum, LLM-Stats (benchmark analysis)