Anthropic Eyeing $900B: What's Next?

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The Pentagon just named seven AI companies that it will let into its classified network, and Anthropic, surprise, surprise, is the one company that it shut out. And this is all happening at the exact same moment that Anthropic has given its investors 48 hours to confirm if they want in on its $900 billion valuation round of funding. Before that, Elon Musk admitted in his most recent trial hearings that XAI used OpenAI to train Grok. Anthropic dropped Claude Security in the public beta with CrowdStrike and Palo Alto on the board. And Google's Gemini is taking over the dashboard inside of 4 million GM cars. A ton of different brands getting this. We're gonna get into all of that on the podcast. The first story I wanted to cover was this Gemini rollout into 4 million GM cars. And also we've just got news that Volvo is included in this. So they announced yesterday that Gemini is replacing the Google Assistant in about 4 million cars. This isn't like a new deal, this is Android Auto that's in there. So anything that is from after 2022 will have the Google built inside of it. So everything with Cadillac, Chevrolet, Buick, GMC, Volvo is in there. So you don't have to go and swap out your hardware. I'm still remembering many painful experiences where I swapped out the entertainment system inside of the car to a new Android Auto or to a new screen.
It's a painful experience, but you know, it is part of the fun. You don't have to do that anymore. This is all over the air. Volvo announced the same shift is going to happen for 16 of its models going back to 2020 So this is going to be a big upgrade for a lot of different vehicles beyond. You know, I think we're all kind of sick of trying to talk to Siri and it not working. Amazon and Alexa have made big upgrades. Google has made some massive upgrades here specifically, like I recently mentioned on my AI Applied podcast because Google has an incredible AI upgrade with Google Maps and they're going to be bringing in Google Gmail and Google Docs all into that. So you're going to be able to just talk to your car. And I mean, technically probably get work done if it was a self-driving car. Anyways, interesting things are going to be happening. Okay, let's talk about what's happening with Anthropic. They just launched Claude Security in public beta yesterday. It's available right now to Claude Enterprise customers with the claude.ai sidebar.
Teams max plans are all going to start getting it next. And essentially, the thing that I think is interesting about this, Ryan Noreen, who's over at Security Week, and also Silicon Angle, was talking about this and essentially what it does is it scans your code base the same way that a security researcher would, and then it traces all of the data flows, the read sources, it looks at how components interact across files, and it hands back vulnerabilities, kind of like an impact report, and then it's going to give you protection steps and it's going to recommend fixes. Now, this is kind of coming on the backs of Anthropic saying, look, we have this new Mythos model, it's really good at security vulnerabilities, finding them, exploiting them, and so it's giving it to the top firms. And so this seems almost like a dumbed down version that they're giving to everybody, and maybe dumbed down is a bad version for it because Mythos, essentially you can chat with and get it to do what you want. This feels more like it is like, look, we're just scanning, we're just going to give you a list of security vulnerabilities. My understanding on this is you're not going to just go to a software and it's going to be able to go and just hack into it from viewing it. It's going to have to get access to the codes you would add, you'd connect your GitHub repo and be able to go scan that.
You then go drop its report straight into Claude code, and it's actually going to be able to go and patch it. This is kind of the same integration that we see with Claude design where it's going to design something amazing for your website or your app or whatever, and then it has this little handoff document that it makes, that you can just give to Claude code to go and actually implement. So I really love this. I think this is a really smart move by Anthropic. They don't need an API. They don't need to have any sort of literal integration. It just creates a document, an MD file, right? That just explains what needs to happen, and you just give that file to Claude code that can go and execute on that. The beta is adding a bunch of scheduled scans, right? So beyond just getting to do it once, you can actually have it run a scheduled scan and find any sort of vulnerabilities. And then you also get to dismiss anything that's not that important. There's a CVS and also a markdown export that you can also route to your ticket system. So a lot of really cool things rolling out. And the partner list that they have with this right now, they have CrowdStrike, Palo Alto Networks, Sentinel One, Trend Macro, Wizz. All of them are integrating Claude Opus 4.7 directly into their platforms. Accenture, BCG, Deloitte, Infosys, PWC, they're all spinning up deployment practices around this. And I think that's basically every name we have in enterprise security right now. All the big consulting firms. So I think the under discussed angle on this is just the timing. Cybersecurity is one category where Anthropic isn't blocked from the federal market. Even with the Pentagon right now, they have this big fight.