President Trump said Tuesday his administration will get along with Anthropic “just fine,” a 180 from last month, when he hit the caps lock for a Truth Social post saying the government would cut ties with the “Radical Left AI company.”

White House officials met with Anthropic execs last week in talks that seemed to smooth over tensions that peaked earlier this year. Anthropic had refused to give the government unfettered access to its powerful AI, barring potential autonomous weapons development and mass surveillance inside the US. The Department of Defense then designated Anthropic a supply chain risk, and Anthropic sued the agency.

On Tuesday, Trump maintained that Anthropic’s execs are still radical lefties but added that they’re smart folks and that talks went well despite ideological differences. The chat could lead to a deal between the two concerning Anthropic’s new Mythos AI model, which may be too powerful for the government to dismiss.

Mythos Enters the Chat

Anthropic revealed Mythos, an AI model with advanced cybersecurity abilities, earlier this month. Among the tech’s capabilities is scouring old code for exploitable vulnerabilities. Only about 40 organizations have gained access so far to the powerful AI, whose hacking abilities could pose a serious cybersecurity risk if it were to be let out of its cage for wider use. Sources told Axios that the National Security Agency is among the organizations that have tapped into Mythos, despite the Pentagon’s previous beef with Anthropic.

Anthropic was created with a focus on the potential risks associated with AI:

• CEO Dario Amodei has warned in the past that AI could destroy humanity. The company was built by OpenAI execs who defected from the ChatGPT-maker over differences in opinion about how the company, and its AI model, should be built. Anthropic’s ethical red lines later prompted its dispute with the Pentagon.
• But Amodei isn’t anti-government, and a return to the fold seems welcome. He wrote in a blog that he sees the importance of AI’s use by the Pentagon to protect American interests and to maintain the US’s technological lead. Not to mention Anthropic’s previous contract with the Pentagon was worth up to $200 million.

Power Boost: As Anthropic’s models become more widely used, the company has struggled to handle the influx of demand. OpenAI, which saw some users defect to Anthropic last month, has criticized Anthropic’s lack of computing power. But Anthropic’s powering up: It scored another $25 billion from Amazon this week, adding to the $8 billion the e-commerce giant already poured into the AI startup. Anthropic also committed to spending $100 billion on technology from Amazon Web Services, including custom AI chips, over the next decade.

UnitedHealth Group’s fever just broke.

The largest private health insurer in the country reported first-quarter earnings Tuesday that beat Wall Street’s expectations, and raised its outlook for the rest of the year. UnitedHealth’s revenue came in at $111.7 billion, up from $109.6 billion a year ago and above the $109.57 billion analysts surveyed by LSEG were expecting. The company now expects 2026 adjusted earnings of more than $18.25 per share, up from the $17.75 per share it previously forecast.

Improvements in cost management and operations were just what the doctor ordered. The company’s medical benefit ratio, a crucial metric that reflects medical expenses paid relative to premiums received, was 83.9% for the first quarter. That’s better than the reported 84.8% in the first quarter of 2025 (a lower ratio generally means higher profitability). The company said it also replaced nearly half of the top 100 execs, leveraged artificial intelligence and exited non-US businesses to focus on US ones.

Road to Recovery

Just because UnitedHealth’s symptoms have eased doesn’t mean it’s out of the woods yet. Congress continues to put large insurers in the hot seat, scrutinizing their Medicare Advantage pricing and insurer profits. In January, Sen. Chuck Grassley released a report accusing the company of “turning risk adjustment into its own business and siphoning off taxpayer money in breach of the program’s original intent.” Insurers aren’t exactly popular with the public either. KFF found that nearly three-fourths of adults in the US say their delays and denials of services and treatments are a major problem.

Looking ahead, UnitedHealth and its peers also have to grapple with the Trump administration’s plans to cover obesity drugs in Medicare. The administration hoped to kick off the program next year, and insurers had an April 20 deadline to decide whether to join. Weight-loss medications like Novo Nordisk’s Ozempic and Wegovy are hugely popular but also expensive. A recent analysis found that covering them would cost health insurers billions in just the first year:

• “We would like to find a path to yes on coverage over time, but there are some notable challenges and outstanding questions with the currently planned structure,” Bobby Hunter, UnitedHealth’s chief of government programs, said on a post-earnings call with analysts.
• Bloomberg reported that Aetna’s parent, CVS Health, declined to participate, citing a company spokesperson.

Hemsley at the Helm: UnitedHealth’s positive earnings results appear to have given investors some confidence in the company’s turnaround, which Stephen Hemsley vowed to bring about when he returned to the CEO role abruptly last May. UnitedHealth’s stock ended the day up nearly 7%.

He’s not giving fire to mankind, but Jeff Bezos thinks “physical AI” could be equally transformative for industrial firms.

It’s a premise juicy enough that the Amazon founder’s latest endeavor, the aptly code-named Project Prometheus, is close to scoring a new $10 billion fundraise at a cool $38 billion valuation, according to the Financial Times. We’re just assuming for everyone’s sake that Bezos has a plan for sidestepping the “eternal torment” portion of the Greek myth he’s riffing on.

Bezos-shire Hathaway

Simply put, Prometheus seeks to do to manufacturing, design and engineering what coding agents have done to the software world. Bezos, in his first operational role since relinquishing his Amazon CEO title in 2021, is serving as co-CEO with Google veteran Vik Bajaj. The pair raised an initial $6.2 billion in November, and sources told the FT that the company has already hired hundreds of staffers to build AI models with expertise in the laws of physics that govern the real, non-digital world. The latest fundraising is backed by both JPMorgan and Blackstone, per the FT.

But that’s just half the story. Prometheus isn’t just building software; it’s building a parallel holding company with a fundraising mission all its own:

• According to the FT, the holding company aims to acquire stakes in industrial, engineering, design and manufacturing firms that could or would be disrupted by the tech getting cooked up in the AI lab.
• In March, The Wall Street Journal reported that this side of the company is seeking to raise as much as $100 billion to fund its acquisitions, effectively creating an industrials-focused version of SoftBank’s software-heavy Vision funds.

Let’s Get Physical: Of course, Bezos has plenty of experience interspersing digital into the physical realm. Over at Amazon, an army of robot warehouse workers has swelled to roughly 1 million, nearly matching its overall human headcount. In October, The New York Times reported that Amazon, the second-largest employer in the US, hopes to use robots to avoid hiring some 160,000 humans it would typically need by 2027, and as many as 600,000 by 2033; the ultimate goal is to automate 75% of its logistics operations.