Anthropic's latest model & big tech earnings preview

Anthropic shipped Claude Opus 4.7 today, its most powerful model leading on the hardest coding benchmarks. Meanwhile, the AI race is fragmenting: ChatGPT’s traffic share fell from 77% to 57% in a year while Gemini quadrupled and Claude nearly tripled. Plus, on April 29, Meta, Microsoft, Alphabet, and Amazon all report—spending $650B combined on AI infrastructure this year. Cisco’s Jeetu Patel joins Deirdre Bosa, then Notable Capital’s Jeff Richards previews earnings.