Seven weeks since the March 13 map. The five-race frame held. What changed is the velocity inside the frame — and in the last fourteen days, the velocity broke into a new register.
Two model releases in eight days reset the frontier. Anthropic shipped Claude Opus 4.7 on April 16 and reclaimed the coding crown. OpenAI — as explored in the intelligence factory race between AI labs — fired back with GPT-5.5 on April 23 — the first ground-up retrain since GPT-4.5. Anthropic’s revenue tripled to $30 billion-plus. Investors handed Anthropic a 48-hour deadline at an $850-900 billion valuation.
On Forge Global, Anthropic crossed $1 trillion implied — passing OpenAI for the first time. Apple — as explored in the interface layer wars reshaping consumer tech — shipped Phase 1 of the Gemini-Siri integration. Stargate hit its 2029 capacity target on paper and showed its first physical strain. The Anthropic-Pentagon fault line cracked, then partially healed.
The five-race frame is correct as a first pass. The data of the last six weeks reveals that several of those races have internal layers that move on different clocks — and the cascades between them are what now decides outcomes.
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