Bloomberg’s Caroline Hyde and Ed Ludlow discuss Anthropic&#x27;s updated version of its AI model, Opus 4.7, released just a week after its limited release of Mythos. Plus, Elon Musk is kicking his Terafab plan into high gear, even as skepticism grows from the semiconductor industry. And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips.<br>See omnystudio.com/listener for privacy information.

Anthropic Unveils Updated Opus 4.7 Model 

Bloomberg Tech

# Full Transcript

**Podcast:** Bloomberg Tech

## Participants

- **Caroline Hyde** (Bloomberg)
- **Ed Ludlow** (Bloomberg)
- **Rachel Metz** (Bloomberg)
- **Peter Elstrom** (Bloomberg)
- **Scott Lander** (Horizon)
- **Margie Murphy** (Bloomberg)
- **Clara Hananz-Lizarraga** (Bloomberg)
- **Mark Niquette** (Bloomberg)
- **Erika Brescia** (Redpoint Ventures)
- **Victor Cadenes** (Slash)

## Transcript

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With Caroline Hyde in New York and Ed Ludlow in San Francisco. This is Bloomberg Tech. Coming up, Anthropic introduces an updated version of its widely available AI model Opus 4.7 just a week after its limited release of Mythos. Plus, Elon Musk is kicking his TerraFab plan off into high gear, even as skepticism grows from the semiconductor industry.

And TSMC reports a big surge in profit and raises its revenue outlook for 2026, driven by strong demand for AI chips. There is so much AI news out today, but there's still the geopolitical global context that investors are currently trying to navigate. And it's a tough one. Stocks, as we speak, at new record highs. There we are. Come closer. We're up almost two-tenths of a percent. NASDAQ 100, therefore, up for a 12th straight day. The longest winning streak since 2017.

But longer-term peace processes needed in the Middle East all remains elevated. Concerns about the Hormuz Strait, of course. But at the moment, tech has been leading the charge and it continues to, as we see it on the day higher. And then let's look at it on the 12 days higher. We're now seeing that extraordinary run, 14% higher ed, more broadly. But we've got to be talking as well about Anthropic introducing an updated version of its widely available AI model Opus, of course,

barely a week after its limited release of a more advanced offeri...

Anthropic Unveils Updated Opus 4.7 Model

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Anthropic Unveils Updated Opus 4.7 Model

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.