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Welcome to OHMO AI. Anthropic has put a number on a future year, and it's enormous. Wall Street is pricing the company on money it might make later, not on what it earns today.
Google is making the visible watermark on its AI images optional. Ads have started appearing inside ChatGPT for people on the free plan. The free version was never free.
In today's newsletter:
Anthropic points to 2028 revenue of roughly $190 billion to $200 billion ahead of a possible record IPO
Google lets users switch off the visible watermark on its AI images, videos and songs
OpenAI starts running ads inside ChatGPT's free tier, the UK included
LATEST IN AI
ANTHROPIC
Anthropic's IPO rests on a future number
Image source: OHMO AI
OHMO AI: Anthropic is heading toward what could be one of the biggest IPOs on record, and the pricing is running on a number from the future. The company is projecting 2028 revenue in the range of roughly $190 billion to $200 billion, according to two people who know its financials, and that figure hasn't been reported before.
The details:
Investors are valuing the company on what it could generate two years from now, which is further ahead than they normally look when putting a price on a business.
The projection came from two people familiar with the company's finances, and it hadn't surfaced publicly before now.
The listing itself could land among the biggest IPOs on record.
Why it matters: Nobody prices a company on revenue that hasn't happened unless they're betting the curve holds. If Anthropic lands anywhere near that range, every other AI company gets repriced underneath it. If it doesn't, the people buying at listing are the ones left holding the gap.
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Google makes the visible AI watermark optional
Image source: OHMO AI
OHMO AI: Google is handing users a switch. The visible watermark that stamps its AI generated images, videos and songs can be turned off in settings, though the invisible markers stay on regardless. SynthID and C2PA metadata are still applied to every file, so it can still be identified as machine made.
The details:
The control sits under Settings > Media Watermark, where the visible mark can be flipped on or off.
It covers images, videos and songs generated by Google's tools, not one format.
The invisible SynthID watermark and the C2PA metadata are untouched by the change and travel with the file either way.
Google described the move as "striking a balance here between creative control and safety".
Why it matters: The mark stamped on the face of the file is now the user's choice. SynthID and the C2PA metadata still ride along for transparency, so the AI origin is still carried, just not written across the picture. Google calls that a balance between creative control and safety. What it means for the clip in your feed is that nothing on it has to say where it came from.
OPENAI
Ads land inside ChatGPT's free tier
Image source: OHMO AI
OHMO AI: Ads are turning up inside ChatGPT. OpenAI is expanding advertising on the free tier, and the ads went live in several countries this week, the UK among them. The people seeing them are the ones paying nothing for the product.
The details:
The rollout hit several countries at once this week rather than a single test market.
The UK is one of the places where the ads have already appeared.
It's the free tier of ChatGPT carrying the advertising.
Why it matters: Free tools get paid for somewhere, and this is where ChatGPT starts collecting. Until now the answer arrived with nobody bidding to be near it. Once there's money sitting under the reply, the thing worth watching is whether the reply itself starts bending toward it.
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AI GUIDES
Find the weak links in your plan before they cost you
Most plans sound solid as a paragraph, because the gaps hide inside phrases like "this will lead to that." Turn the same plan into a diagram and ask where it would break, and those hidden gaps become a specific list you can check before you spend the time or money finding out the hard way.
Copy this, swap in the bracketed parts, and paste it in.
I want to pin down the assumptions behind [my plan, strategy, or project]. Here it is, broken into inputs, activities, outcomes, and impact:
Inputs: [what you're putting in - money, time, people, resources]
Activities: [what you'll actually do]
Outcomes: [what should result in the short term]
Impact: [the bigger change you're aiming for]
Diagram this as a chain of connected steps, from inputs through to impact. Then tell me: where are the weak links? For each connection in the chain, name the assumption that has to hold true for that step to actually lead to the next one.The diagram does the first job: it forces the whole plan into one visible chain instead of a paragraph of good intentions, so you can see each step next to the one it's supposed to cause. The weak links question does the second, harder job. It pushes past a summary of your steps and makes Claude state, for every connection, the specific condition that has to be true for that step to lead to the next one. Those conditions are usually the parts nobody wrote down, and they're exactly where plans quietly fail. Because the structure is just inputs, activities, outcomes, and impact, it works the same way on a business strategy, a project plan, or an argument, not only a program.
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COMMUNITY
Featured Reader
Every newsletter, we feature how a reader is using AI to work smarter, save time, or make life easier.
Today's reader is Marta L. from Porto, Portugal:
“I make ceramics and sell them online, mostly to people in Germany and the UK. My English is fine in person but writing it is another thing, and I was losing my Sunday nights staring at product descriptions trying to sound like a proper shop instead of a woman in a garage. Now I keep one prompt saved with blanks in it for the glaze, the size and who the piece is for, and I paste the details in for each one. Listings that took me forty minutes take about five. The part I didn't expect was supplier emails. I had to write to a clay supplier who'd shorted my order twice and it came out firm without being rude, which I would not have managed on my own that day.”
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