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Anthropic's latest model and big tech earnings preview — 4/16/2026
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April 16, 2026
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35:51Now PlayingAnthropic shipped Claude Opus 4.7 this morning, its most powerful publicly available AI model, and leading every other model on the hardest coding benchmarks. The AI race is fragmenting fast: ChatGPT's traffic share dropped from 77 percent to 57 percent in twelve months while Gemini quadrupled to 25 percent and Claude nearly tripled in three months, according to SimilarWeb data. All of this as we head into the biggest single day of earnings season. On April 29, Meta, Microsoft, Alphabet, and Amazon all report on the same afternoon. Those four companies are spending a combined $650 billion on AI infrastructure this year. Cisco President and Chief Product Officer Jeetu Patel joins Deirdre Bosa first on what the AI buildout looks like from the infrastructure side. Then Jeff Richards, managing partner at Notable Capital, breaks down what to watch when big tech faces analysts in two weeks.
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Anthropic's latest model and big tech earnings preview — 4/16/2026
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