AI News Roundup: Anthropic Mythos Leak, OpenAI Kills Sora, Meta Bets on RISC-V
Anthropic’s leaked Mythos model rattles cybersecurity stocks, OpenAI shuts down Sora after burning $1M/day, Meta unveils four RISC-V AI chip generations, and Shopify brings commerce to every AI chat.
Anthropic’s Mythos Leak Rattles Cybersecurity Markets
The biggest story in AI this week centers on a model nobody was supposed to know about yet. Claude Mythos (codenamed Capybara), accidentally exposed on March 26 through an unsecured content management system, represents what Anthropic calls a “step change” in AI capability — a new tier above Opus that scores dramatically higher on coding, reasoning, and cybersecurity benchmarks.
Security researchers Roy Paz of LayerX Security and Alexandre Pauwels of the University of Cambridge discovered the exposed data store, which contained a draft blog post describing Mythos as “currently far ahead of any other AI model in cyber capabilities.” Internal safety documents warn the model could “presage an upcoming wave of models that can exploit vulnerabilities in ways that far outpace the efforts of defenders.”
Markets reacted swiftly: CrowdStrike dropped 7%, Palo Alto Networks declined 6%, and Zscaler fell 4.5% on Friday. Anthropic says the exposure was a CMS misconfiguration, not a breach, and that it will focus initial Mythos deployment on defensive cybersecurity applications. A formal announcement is expected to be accelerated.
OpenAI Shuts Down Sora After Burning $1 Million Per Day
Just six months after its splashy consumer launch, OpenAI announced on March 24 that it is shutting down Sora — both the mobile app (closing April 26) and the API (closing September 24). The AI video generation tool peaked at roughly one million users before collapsing to under 500,000, all while consuming approximately $1 million per day in GPU costs.
The numbers tell the story: Sora generated roughly $2.1 million in total revenue while burning through hundreds of millions in compute. The Disney licensing partnership that allowed characters inside Sora is also winding down. TechCrunch called it “a reality check moment for AI video” as OpenAI pivots resources toward its planned IPO and core language model products.
Meta Unveils Four RISC-V AI Chip Generations
Meta revealed an aggressive custom silicon roadmap in mid-March: four generations of MTIA chips — the 300, 400, 450, and 500 — all built on the open-source RISC-V instruction set architecture. The company chose RISC-V over Arm to avoid licensing dependencies, with TSMC manufacturing and Broadcom co-development.
The performance trajectory is staggering: a 25x increase in compute FLOPs and 4.5x increase in HBM bandwidth from the MTIA 300 to the 500. Meta plans a new chip generation every six months, with the 300 already in production for ad ranking and recommendations. The 400 through 500 will handle generative AI inference through 2027, powering image generation, video synthesis, and the recommendation engines behind Meta’s ad business.
Shopify Brings Commerce to Every AI Chat
Starting March 24, Shopify’s Agentic Storefronts went live for all eligible U.S. merchants — enabled by default with no setup required. Products from millions of Shopify stores are now discoverable and purchasable through ChatGPT, Google AI Mode, Microsoft Copilot, and the Gemini app, with orders flowing directly into the Shopify admin.
This marks a pivot from OpenAI’s earlier “Instant Checkout” approach: purchases now complete on the merchant’s own storefront rather than inside the AI conversation. Shopify reports AI-driven traffic to its stores is up 7x since January 2025. A new “Agentic” plan also lets brands not currently on Shopify add products to its catalog and sell across AI channels.
White House AI Framework Targets State Law Preemption
The administration’s National Policy Framework for Artificial Intelligence, released March 20, is the most detailed federal AI legislative blueprint to date. Its central thrust: replace the growing patchwork of state AI laws with unified federal rules, arguing that fragmented regulation stifles innovation.
Key proposals include no new federal AI regulator (existing agencies keep sector-specific oversight), mandatory child safety controls, standardized data center permitting, and — most controversially — blocking states from regulating AI model development or imposing liability on developers for third-party misuse. The White House wants legislation “this year.”
Eli Lilly Powers Up Pharma’s Most Powerful AI Supercomputer
Eli Lilly inaugurated LillyPod, the pharmaceutical industry’s most powerful AI supercomputer, equipped with 1,016 NVIDIA Blackwell Ultra GPUs delivering over 9,000 petaflops of AI performance. Assembled in just four months at Lilly’s Indianapolis campus, the system can simulate billions of molecular hypotheses in parallel and aims to cut the traditional 10-year drug development timeline in half.
NVIDIA and Eli Lilly also announced a first-of-its-kind AI co-innovation lab, with up to $1 billion in combined investment over five years spanning talent, infrastructure, and compute for drug discovery.
By the Numbers
- $1M/day — what OpenAI was spending to run Sora before announcing its shutdown
- 25x — compute FLOP increase from Meta’s MTIA 300 to MTIA 500 chip
- 7% — CrowdStrike stock drop following the Anthropic Mythos cybersecurity revelations
- 7x — increase in AI-driven traffic to Shopify stores since January 2025
- 9,000+ petaflops — AI performance of Eli Lilly’s new LillyPod supercomputer
- $1 billion — NVIDIA and Eli Lilly’s five-year AI co-innovation lab investment
What to Watch This Week
- Claude Mythos official launch — Anthropic is expected to accelerate its release timeline after the leak; watch for benchmark details and pricing
- Sora migration deadline — Developers have until September 24 to migrate off the Sora API; expect competitor announcements from Runway and Pika
- Agentic commerce data — Early conversion metrics from Shopify’s Agentic Storefronts will reveal whether AI-native shopping works at scale
- Congressional AI hearings — Lawmakers are expected to begin debating the White House’s state preemption proposals, with significant pushback anticipated from state attorneys general