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Anthropic’s Claude Opus 4.6 brings 1M token context and ‘agent teams’ to take on OpenAI’s Codex

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Anthropic on Thursday released Claude Opus 4.6, a major upgrade to its flagship artificial intelligence model that the company says plans more carefully, sustains longer autonomous workflows, and outperforms competitors including OpenAI’s GPT-5.2 on key enterprise benchmarks — a release that arrives at a tumultuous moment for the AI industry and global software markets.

The launch comes just three days after OpenAI released its own Codex desktop application in a direct challenge to Anthropic’s Claude Code momentum, and amid a $285 billion rout in software and services stocks that investors attribute partly to fears that Anthropic’s AI tools could disrupt established enterprise software businesses.

For the first time, Anthropic’s Opus-class models will feature a 1 million token context window, allowing the AI to process and reason across vastly more information than previous versions. The company also introduced “agent teams” in Claude Code — a research preview feature that enables multiple AI agents to work simultaneously on different aspects of a coding project, coordinating autonomously.

“We’re focused on building the most capable, reliable, and safe AI systems,” an Anthropic spokesperson told VentureBeat about the announcements. “Opus 4.6 is even better at planning, helping solve the most complex coding tasks. And the new agent teams feature means users can split work across multiple agents — one on the frontend, one on the API, one on the migration — each owning its piece and coordinating directly with the others.”

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Why OpenAI and Anthropic are locked in an all-out war for enterprise developers

The release intensifies an already fierce competition between Anthropic and OpenAI, the two most valuable privately held AI companies in the world. OpenAI on Monday released a new desktop application for its Codex artificial intelligence coding system, a tool the company says transforms software development from a collaborative exercise with a single AI assistant into something more akin to managing a team of autonomous workers.

AI coding assistants have exploded in popularity over the last year, and OpenAI said more than 1 million developers have used Codex in the past month. The new Codex app is part of OpenAI’s ongoing effort to lure users and market share away from rivals like Anthropic and Cursor.

The timing of Anthropic’s release — just 72 hours after OpenAI’s Codex launch — underscores the breakneck pace of competition in AI development tools. OpenAI faces intensifying competition from Anthropic, which posted the largest share increase of any frontier lab since May 2025, according to a recent Andreessen Horowitz survey. Forty-four percent of enterprises now use Anthropic in production, driven by rapid capability gains in software development since late 2024. The desktop launch is a strategic counter to Claude Code’s momentum.

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According to Anthropic’s announcement, Opus 4.6 achieves the highest score on Terminal-Bench 2.0, an agentic coding evaluation, and leads all other frontier models on Humanity’s Last Exam, a complex multi-discipline reasoning test. On GDPval-AA — a benchmark measuring performance on economically valuable knowledge work tasks in finance, legal and other domains — Opus 4.6 outperforms OpenAI’s GPT-5.2 by approximately 144 ELO points, which translates to obtaining a higher score approximately 70% of the time.

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Claude Opus 4.6 leads or matches competitors across most benchmark categories, according to Anthropic’s internal testing. The model showed particular strength in agentic tasks, office work and novel problem-solving. (Source: Anthropic)

Inside Claude Code’s $1 billion revenue milestone and growing enterprise footprint

The stakes are substantial. Asked about Claude Code’s financial performance, the Anthropic spokesperson noted that in November, the company announced that Claude Code reached $1 billion in run rate revenue only six months after becoming generally available in May 2025.

The spokesperson highlighted major enterprise deployments: “Claude Code is used by Uber across teams like software engineering, data science, finance, and trust and safety; wall-to-wall deployment across Salesforce’s global engineering org; tens of thousands of devs at Accenture; and companies across industries like Spotify, Rakuten, Snowflake, Novo Nordisk, and Ramp.”

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That enterprise traction has translated into skyrocketing valuations. Earlier this month, Anthropic signed a term sheet for a $10 billion funding round at a $350 billion valuation. Bloomberg reported that Anthropic is simultaneously working on a tender offer that would allow employees to sell shares at that valuation, offering liquidity to staffers who have watched the company’s worth multiply since its 2021 founding.

How Opus 4.6 solves the ‘context rot’ problem that has plagued AI models

One of Opus 4.6’s most significant technical improvements addresses what the AI industry calls “context rot“—the degradation of model performance as conversations grow longer. Anthropic says Opus 4.6 scores 76% on MRCR v2, a needle-in-a-haystack benchmark testing a model’s ability to retrieve information hidden in vast amounts of text, compared to just 18.5% for Sonnet 4.5.

“This is a qualitative shift in how much context a model can actually use while maintaining peak performance,” the company said in its announcement.

The model also supports outputs of up to 128,000 tokens — enough to complete substantial coding tasks or documents without breaking them into multiple requests.

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For developers, Anthropic is introducing several new API features alongside the model: adaptive thinking, which allows Claude to decide when deeper reasoning would be helpful rather than requiring a binary on-off choice; four effort levels (low, medium, high, max) to control intelligence, speed and cost tradeoffs; and context compaction, a beta feature that automatically summarizes older context to enable longer-running tasks.

long-context retrieval anthropic

Opus 4.6 dramatically outperformed its predecessor on tests measuring how well models retrieve information buried in long documents — a key capability for enterprise coding and research tasks. (Source: Anthropic)

Anthropic’s delicate balancing act: Building powerful AI agents without losing control

Anthropic, which has built its brand around AI safety research, emphasized that Opus 4.6 maintains alignment with its predecessors despite its enhanced capabilities. On the company’s automated behavior audit measuring misaligned behaviors such as deception, sycophancy, and cooperation with misuse, Opus 4.6 “showed a low rate” of problematic responses while also achieving “the lowest rate of over-refusals — where the model fails to answer benign queries — of any recent Claude model.”

When asked how Anthropic thinks about safety guardrails as Claude becomes more agentic, particularly with multiple agents coordinating autonomously, the spokesperson pointed to the company’s published framework: “Agents have tremendous potential for positive impacts in work but it’s important that agents continue to be safe, reliable, and trustworthy. We outlined our framework for developing safe and trustworthy agents last year which shares core principles developers should consider when building agents.”

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The company said it has developed six new cybersecurity probes to detect potentially harmful uses of the model’s enhanced capabilities, and is using Opus 4.6 to help find and patch vulnerabilities in open-source software as part of defensive cybersecurity efforts.

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Anthropic says its newest model exhibits the lowest rate of problematic behaviors — including deception and sycophancy — of any Claude version tested, even as capabilities have increased. (Source: Anthropic)

Sam Altman vs. Dario Amodei: The Super Bowl ad battle that exposed AI’s deepest divisions

The rivalry between Anthropic and OpenAI has spilled into consumer marketing in dramatic fashion. Both companies will feature prominently during Sunday’s Super Bowl. Anthropic is airing commercials that mock OpenAI’s decision to begin testing advertisements in ChatGPT, with the tagline: “Ads are coming to AI. But not to Claude.”

OpenAI CEO Sam Altman responded by calling the ads “funny” but “clearly dishonest,” posting on X that his company would “obviously never run ads in the way Anthropic depicts them” and that “Anthropic wants to control what people do with AI” while serving “an expensive product to rich people.”

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The exchange highlights a fundamental strategic divergence: OpenAI has moved to monetize its massive free user base through advertising, while Anthropic has focused almost exclusively on enterprise sales and premium subscriptions.

The $285 billion stock selloff that revealed Wall Street’s AI anxiety

The launch occurs against a backdrop of historic market volatility in software stocks. A new AI automation tool from Anthropic PBC sparked a $285 billion rout in stocks across the software, financial services and asset management sectors on Tuesday as investors raced to dump shares with even the slightest exposure. A Goldman Sachs basket of US software stocks sank 6%, its biggest one-day decline since April’s tariff-fueled selloff.

The selloff was triggered by a new legal tool from Anthropic, which showed the AI industry’s growing push into industries that can unlock lucrative enterprise revenue needed to fund massive investments in the technology. One trigger for Tuesday’s selloff was Anthropic’s launch of plug-ins for its Claude Cowork agent on Friday, enabling automated tasks across legal, sales, marketing and data analysis.

Thomson Reuters plunged 15.83% Tuesday, its biggest single-day drop on record; and Legalzoom.com sank 19.68%. European legal software providers including RELX, owner of LexisNexis, and Wolters Kluwer experienced their worst single-day performances in decades.

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Not everyone agrees the selloff is warranted. Nvidia CEO Jensen Huang said on Tuesday that fears AI would replace software and related tools were “illogical” and “time will prove itself.” Mark Murphy, head of U.S. enterprise software research at JPMorgan, said in a Reuters report it “feels like an illogical leap” to say a new plug-in from an LLM would “replace every layer of mission-critical enterprise software.”

What Claude’s new PowerPoint integration means for Microsoft’s AI strategy

Among the more notable product announcements: Anthropic is releasing Claude in PowerPoint in research preview, allowing users to create presentations using the same AI capabilities that power Claude’s document and spreadsheet work. The integration puts Claude directly inside a core Microsoft product — an unusual arrangement given Microsoft’s 27% stake in OpenAI.

The Anthropic spokesperson framed the move pragmatically in an interview with VentureBeat: “Microsoft has an official add-in marketplace for Office products with multiple add-ins available to help people with slide creation and iteration. Any developer can build a plugin for Excel or PowerPoint. We’re participating in that ecosystem to bring Claude into PowerPoint. This is about participating in the ecosystem and giving users the ability to work with the tools that they want, in the programs they want.”

Claude in Powerpoint

Claude’s new PowerPoint integration, shown here analyzing a market research slide, places Anthropic’s AI directly inside a flagship Microsoft product — despite Microsoft’s major investment in rival OpenAI. (Source: Anthropic)

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The data behind enterprise AI adoption: Who’s winning and who’s losing ground

Data from a16z’s recent enterprise AI survey suggests both Anthropic and OpenAI face an increasingly competitive landscape. While OpenAI remains the most widely used AI provider in the enterprise, with approximately 77% of surveyed companies using it in production in January 2026, Anthropic’s adoption is rising rapidly — from near-zero in March 2024 to approximately 40% using it in production by January 2026.

The survey data also shows that 75% of Anthropic’s enterprise customers are using it in production, with 89% either testing or in production — figures that slightly exceed OpenAI’s 46% in production and 73% testing or in production rates among its customer base.

Enterprise spending on AI continues to accelerate. Average enterprise LLM spend reached $7 million in 2025, up 180% from $2.5 million in 2024, with projections suggesting $11.6 million in 2026 — a 65% increase year-over-year.

a16z LLM Vendor Usage Over Time chart

OpenAI remains the dominant AI provider in enterprise settings, but Anthropic’s share has surged from near zero in early 2024 to roughly 40 percent of companies using it in production by January 2026. (Source: Andreessen Horowitz survey, January 2026)

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Pricing, availability, and what developers need to know about Claude Opus 4.6

Opus 4.6 is available immediately on claude.ai, the Claude API, and major cloud platforms. Developers can access it via claude-opus-4-6 through the API. Pricing remains unchanged at $5 per million input tokens and $25 per million output tokens, with premium pricing of $10/$37.50 for prompts exceeding 200,000 tokens using the 1 million token context window.

For users who find Opus 4.6 “overthinking” simpler tasks — a characteristic Anthropic acknowledges can add cost and latency — the company recommends adjusting the effort parameter from its default high setting to medium.

The recommendation captures something essential about where the AI industry now stands. These models have grown so capable that their creators must now teach customers how to make them think less. Whether that represents a breakthrough or a warning sign depends entirely on which side of the disruption you’re standing on — and whether you remembered to sell your software stocks before Tuesday.

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Leakers claim PlayStation 6 could offer at least 3x the performance of the PS5

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YouTube channel Moore’s Law Is Dead recently made new claims about the performance of upcoming next-generation consoles based on supposedly leaked internal documents from AMD. Although most analysts expect the PlayStation 6 to improve ray tracing performance over the PlayStation 5 significantly, its overall impact on game performance remains a…
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Man gets 30 months for selling thousands of hacked DraftKings accounts

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Hacker

23-year-old Kamerin Stokes of Memphis, Tennessee, was sentenced to 30 months in prison for selling access to tens of thousands of hacked DraftKings accounts.

According to court documents, the accounts were hijacked by Nathan Austad (aka Snoopy) with the help of Joseph Garrison (a third accomplice charged in May 2023) in a massive November 2022 credential-stuffing attack that compromised nearly 68,000 DraftKings accounts.

U.S. prosecutors said Austad and Garrison used a list of credentials stolen in multiple breaches to hack into DraftKings accounts, then sold access to others who stole around $635,000 from roughly 1,600 compromised accounts.

Wiz

While they made over $2.1 million selling some of these hijacked DraftKings accounts (as well as FanDuel and Chick-fil-A accounts) through their own “shops,” they also sold many in bulk to Stokes (also known online as TheMFNPlug), who resold them through his own “shop.” 

One month later, the sports betting giant said it had to refund hundreds of thousands of dollars stolen from hacked accounts, after all available funds were withdrawn following the addition of a new payment method and a $5 deposit to verify its validity.

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DraftKings “cash-out” instructions (BleepingComputer)

​After being arrested, pleading guilty, and released while awaiting trial, Stokes reopened his shop with a new “fraud is fun” tagline and continued selling access to compromised accounts for various retailers.

Prosecutors said he also admitted “he had been running these types of shops for three years” and that he relaunched the shop because he needed money to pay his attorney.

“Kamerin Stokes victimized thousands of users of an online betting website though [sic] a cyberattack,” U.S. Attorney Jay Clayton noted in a Thursday press release.

“After pleading guilty to federal crimes, Stokes audaciously reopened his criminal business, marketed using the tagline’ fraud is fun,’ and said that he opened the new Shop in part because ‘gotta pay my attorneys,’ referring to his prosecution in this case.”

After reopening his website, Stokes was again remanded into federal custody after being arrested for violating the conditions of his pretrial release.

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In addition to 30 months in prison, Stokes was given 3 years of supervised release and ordered to pay $1,327,061 in restitution and $125,965.53 in forfeiture.

AI chained four zero-days into one exploit that bypassed both renderer and OS sandboxes. A wave of new exploits is coming.

At the Autonomous Validation Summit (May 12 & 14), see how autonomous, context-rich validation finds what’s exploitable, proves controls hold, and closes the remediation loop.

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Shipping Antimatter by Truck to Understand the Universe

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A truck makes a historic trip around CERN’s facility on the France-Switzerland border, transporting the world’s most expensive material for the first time.

The antimatter inside is made by CERN’s enormous particle accelerator, and then antimatter particles are decelerated and captured for storage, shipment and study.

Antimatter is the mirror opposite of matter. The particular type of antimatter transported was 92 antiprotons, the negatively charged equivalent to the positively charged protons found in regular matter. This perplexing and precious material could hold the key to unlocking some of the largest looming mysteries remaining in physics, going back to the origins of our universe.

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antiproton penning trap a large blue cylinder with multiple layers of shielding that contains magnets and a vacuum chamber to contain antimatter particles

Animation of the Penning Trap that holds antiprotons in place, preventing them from annihilating with the surrounding matter.

CERN

When matter and antimatter meet, they annihilate, turning most of their mass into pure energy. This reaction is the stuff of science fiction, powering spaceships and super weapons. However, with current technology, it would take billions of years to acquire enough antimatter to do any serious damage.

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Annihilation is routine at CERN’s antimatter factory, happening on a small scale with individual particles and showing up as a line on a graph (pictured below).

a graph showing annihilation signals from matter-antimatter annihilation

This is what it looks like to scientists when matter and antimatter annihilate.

BASE/CERN

One of the mysteries the study of antimatter could solve is the reason why there’s so much more matter than antimatter in the observable universe, a question with roots going all the way back to the big bang.

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So far, the science shows that matter and its antimatter equivalents are identical opposites in weight and magnetism. Stefan Ulmer, founder and spokesperson of the BASE experiment at CERN, believes more precise measurements could help find discrepancies which could hold the key.

The search for these discrepancies means that the antimatter particles must leave their birthplace at CERN because the same enormous magnets necessary to produce antimatter also make it difficult to study due to magnetic interference.

This may seem like a lot of work just to get more precise measurements of particles, but Ulmer says chasing answers to the biggest questions in science “makes you creative,” and this is his own version of heaven.

To see the truckload of antimatter make its historic trip, check out the video in this article.

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Blue Origin uses a recycled rocket to launch satellite for AST SpaceMobile

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Blue Origin’s New Glenn rocket rises from its Florida pad, sending an AST SpaceMobile satellite into orbit. (Blue Origin via YouTube)

Jeff Bezos’ Blue Origin space venture used a previously flown New Glenn rocket booster to send a satellite into orbit today, taking its competition with Elon Musk’s SpaceX to new heights.

And after it aced its second launch, the first-stage booster — nicknamed “Never Tell Me the Odds” — made yet another successful touchdown on a floating platform in the Atlantic Ocean.

The rocket lifted off from Launch Complex 36 at Cape Canaveral Space Force Station in Florida at 7:25 a.m. ET (4:25 a.m. PT), sending AST SpaceMobile’s BlueBird 7 telecom satellite into low Earth orbit.

The twice-used booster made its first flight last November when it launched NASA’s Escapade probes on a mission to Mars. Blue Origin’s Florida team recovered and refurbished the booster for today’s launch.

Blue Origin executed the same maneuver today. The webcast showed the booster settling down to a touchdown on the landing craft, which was christened Jacklyn as a tribute to Bezos’ mother. Team members could be heard cheering at Mission Control in Florida, at the company’s headquarters in Kent, Wash., and at other outposts in Texas and Alabama.

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“Welcome back once again, Never Tell Me the Odds,” launch commentator Tabitha Lipkin said. “It’s good to say that twice.”

This was the third launch for Blue Origin’s orbital-class New Glenn rocket. The first liftoff in January 2025 sent a payload into orbit to test the communication and control systems for Blue Origin’s Blue Ring space mobility platform. Blue Origin tried to recover the booster that was used for that mission, nicknamed “So You’re Telling Me There’s a Chance,” but the booster missed its chance and couldn’t be saved.

After today’s successful booster touchdown, the focus shifted to the mission’s primary objective: deploying BlueBird 7 from the rocket’s second stage in low Earth orbit. That was due to take place an hour and 15 minutes after liftoff.

If all goes well, BlueBird 7 is destined to join six other satellites in Texas-based AST SpaceMobile’s constellation. The BlueBird satellites are designed to deliver cellular broadband connectivity directly from space to standard smartphones.

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AST SpaceMobile aims to have up to 60 satellites in its constellation by the end of 2026. The company is aiming to start providing commercial satellite service in partnership with AT&T and Verizon later this year.

Direct-to-device connectivity is shaping up as a fast-moving frontier for satellite broadband services. SpaceX was the first to enter the fray: It struck a D2D deal with T-Mobile in 2022 and is ramping up its Starlink satellite network to accommodate the needs of cellular subscribers.

Last week, Amazon announced that it will acquire Globalstar, a Louisiana-based satellite operator, and will partner with Apple to beef up D2D services. That deal is expected to give a boost to the Amazon Leo satellite broadband network, a Starlink competitor that’s due to begin commercial service this year.

Rocket reusability is another technological realm where SpaceX has long been a leader but is now facing heightened competition. The ability to recover and reuse rocket boosters plays a huge part in SpaceX’s strategy to drive down launch costs — and today’s launch demonstrated that Blue Origin is able to leverage rocket reusability as well.

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Crime blotter: Second suspect sought in $2 million iPhone theft

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iPads are stolen from a Best Buy, G-Love is caught up in the fake Ledger app scam, and AirTags solve two thefts, all in this week’s Apple Crime Blotter.

Police officer securing metal handcuffs on a persons wrists behind their back, showing only their hands and forearms in a neutral indoor setting
Man in handcuffs. Image Credit: Pixabay

The latest in an occasional AppleInsider series, looking at the world of Apple-related crime.
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The same microSD card used to take 5.6 million names to the Moon as part of the Artemis II mission is available to buy

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Only a very lucky few people ever get to travel into space, but more than 5.6 million names just completed a journey around the Moon, stored on a microSD card carried aboard NASA’s Artemis II mission.

That flight sent four astronauts farther from Earth than humans have ever traveled, completing a roughly 10-day mission that orbited the Moon before safely returning to Earth.

microSD card, carrying 5,647,889 submitted names, was zipped into Rise, the mission’s mascot, a cartoonish Moon wearing a cap covered in stars. The mascot itself was designed by a year three student from California, called Lucas Ye, whose artwork was selected from more than 2,600 entries from over 50 countries.

While the specific card zipped inside Rise was certified for spaceflight conditions, it traces its lineage to the SanDisk Ultra series used by people here on Earth inside cameras, handheld devices, and portable recording gear.

The consumer version of the SanDisk Ultra microSD series comes in 16 and 32GB capacities and supports both microSD and microSDHC formats, making it compatible with a wide range of devices used for everyday recording and storage tasks.

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Rated at Class 10 speeds, the card supports read speeds of up to 80MB/s, which suits Full HD video capture, burst photography, and quick file transfers.

It’s durable, with protection against water, temperature extremes, and X-ray exposure, and maybe (but we wouldn’t bet on it), trips around the Moon.

After splashdown, the mission mascot didn’t stay tucked away inside the spacecraft as it should have done according to NASA’s mission rules, Artemis II commander Reid Wiseman later revealed on X.

“I was supposed to leave Rise in Integrity….but that was not something I was going to do. I stuffed that little guy in a dry bag we had in our survival kit and hooked the bag onto my pressure suit,” he wrote.

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Shark’s new handheld cordless vacuum is now 29% cheaper

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If pet hair on the sofa or crumbs down the side of the car seat are the kind of daily irritants that a full-sized vacuum feels entirely too cumbersome to deal with, a compact handheld is the tool that actually gets used.

The Shark Handheld Cordless Vacuum is built for exactly that, and it is now down from £69.99 to £49.99, a 29% saving on a machine ranked fourth in handheld vacuums on Amazon barely a month after release.

Shark Handheld Cordless Vacuum with accessories on a rainbow backgroundShark Handheld Cordless Vacuum with accessories on a rainbow background

Shark’s new handheld cordless vacuum is now almost a third cheaper, barely a month after launch

If pet hair on the sofa or crumbs down the side of the car seat are a daily occurance, a Shark Handheld Cordless Vacuum is the tool for you.

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Dual cyclonic air streams separate the workload inside the machine, with one stream dedicated to suction power and a second separating large and small debris to keep the filter and motor running efficiently across repeated uses rather than degrading with each session.

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That filtering performance is maintained by a HEPA filter, which captures the fine particles that cheaper handheld vacuums push back into the air, and the washable design means ongoing running costs stay low without the need for replacement parts.

Weighing just over one kilogram, the Shark Handheld Cordless Vacuum is genuinely light enough to grab for a quick clean of stairs, upholstery, or car interiors without it feeling like a chore before you have even started.

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The ten-minute run time is the honest caveat here: it is enough for targeted spot cleaning across those kinds of surfaces, but buyers expecting to cover a whole floor in one pass will need to manage expectations or ensure the battery is fully charged before each session.

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A CleanTouch dirt ejector handles emptying without requiring you to reach into the dust cup, which matters more than it sounds when you are cleaning up after pets or anything particularly unpleasant, and the 0.45-litre capacity holds a reasonable amount before that becomes necessary.

The included crevice tool and scrubbing brush extend reach and versatility for the kinds of narrow gaps and textured surfaces that the main nozzle alone cannot address, rounding out a kit that covers the realistic daily use cases for a machine of this type.

This is a well-specified grab-and-go option at £49.99, backed by a two-year manufacturer warranty, and it suits households that want something genuinely lightweight and instant-access for the messes a full-sized vacuum is too unwieldy to justify.

For those still deciding on a primary machine to pair it with, our best cordless vacuum cleaners 2026 guide rounds up every wire-free option our experts have put through its paces.

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Palantir, Thales, and a startup are competing to build the FAA’s predictive air traffic AI

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In short: The FAA is developing SMART (Strategic Management of Airspace Routing Trajectories), an AI system that would extend air traffic conflict prediction from 15 minutes to two hours, with Palantir, Thales, and Air Space Intelligence competing for the contract. The project follows the LaGuardia crash that exposed controller overwork and aging systems, and sits within a $32.5 billion modernisation programme as the agency replaces 612 outdated radar systems and recruits 1,200 new controllers in fiscal 2026.

The Federal Aviation Administration is building an AI system called SMART that would allow air traffic controllers to predict and resolve flight conflicts up to two hours before they happen, replacing a planning window that currently extends just 15 minutes. Three companies are competing for the contract: Palantir, Thales, and Air Space Intelligence. Transportation Secretary Sean Duffy confirmed the project and the three bidders on 17 April, with a press event scheduled for 21 April to provide further details.

SMART, which stands for Strategic Management of Airspace Routing Trajectories, uses high-fidelity 4D modelling to anticipate bottlenecks and schedule conflicts before aircraft leave the ground. The system would shift air traffic management from reactive to predictive, addressing the fundamental problem that the current infrastructure was designed for a lower volume of flights and relies on controllers making real-time decisions with limited forward visibility. The FAA has said the system could be operational in some form later this year.

The three bidders

Palantir Technologies brings the deepest government relationship of the three. The company’s revenue guidance for 2026 is approximately $7.2 billion, representing 61% growth, driven by a $10 billion ceiling-value Army contract signed in July 2025 and expanding partnerships with GE Aerospace and Airbus. Its government revenue grew 70% year over year in Q4 2025. Palantir’s pitch for aviation AI is an extension of its core business: ingesting vast quantities of operational data and presenting it in decision-support interfaces that government users can act on without needing to understand the underlying models.

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Thales, the European aerospace and defence firm, has more than 85 years of supplying air traffic management systems to the FAA and the Department of Defense. More than 99% of instrument landing systems at US airports use Thales equipment. The company’s TopSky platform is already embedded in the aviation infrastructure that SMART would need to integrate with, giving it an incumbent advantage that the other two bidders lack.

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Air Space Intelligence, a Boston-based startup backed by Andreessen Horowitz, is the smallest competitor but arguably the most relevant. Its Flyways AI platform already manages over 40% of all US air traffic through partnerships with major airlines, using the same kind of 4D modelling and optimisation that SMART requires. ASI recently announced a partnership with Joby Aviation to integrate electric air taxis into the national airspace, positioning the company at the intersection of current air traffic management and the next generation of aviation.

Why this matters now

The urgency behind SMART is not abstract. On 22 March, Air Canada Express Flight 8646 collided with a fire truck on the runway at LaGuardia Airport. The investigation found that the air traffic controller involved was simultaneously serving as tower controller and clearance delivery controller, and that the automated runway safety system failed to alert because it could not create a confident track when vehicles merged near the runway. The incident crystallised a problem that the aviation industry has been warning about for years: controllers are overworked, the technology they rely on is outdated, and the margin for error is shrinking as traffic volumes increase.

The FAA has received $12.5 billion from Congress for air traffic control modernisation and estimates it needs an additional $20 billion to complete the overhaul. The agency is replacing 612 outdated radar systems, migrating its NOTAM system to a cloud-based platform, and recruiting controllers at an accelerated pace, having hired nearly 1,200 new controllers in fiscal 2026 so far, roughly half its annual target. FAA Administrator Bryan Bedford, who was confirmed by Congress and sworn in last July, has made SMART a central pillar of the modernisation programme.

DOGE, Elon Musk’s Department of Government Efficiency, has also inserted itself into FAA operations. DOGE personnel have visited air traffic control facilities to evaluate operations, and Musk has said the initiative will make “rapid safety upgrades” to air traffic control systems. A separate initiative called Project Lift is directing FAA funds toward upgrading network communications. DOGE is scheduled to end operations on 4 July, though a successor entity will continue.

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The contract dynamics

The competition between Palantir, Thales, and Air Space Intelligence reflects three distinct approaches to government AI procurement. Palantir offers a platform that can be configured for any government use case, backed by extensive security clearances and institutional relationships. Thales offers domain expertise and an installed base that no competitor can match. ASI offers a purpose-built aviation AI platform that is already handling a significant portion of the traffic the FAA is trying to manage.

The FAA’s history with technology modernisation is not encouraging. The agency’s last major technology overhaul, the NextGen programme, took more than a decade and cost billions more than originally projected. The air traffic control workforce has been resistant to automation that threatens to change established workflows, and procurement timelines in government aviation are measured in years, not months. SMART’s promise that it could be operational later this year suggests either a genuinely compressed timeline or a demonstration version that falls short of full deployment.

For Palantir, the FAA contract would extend its government portfolio into a critical civilian agency and support the revenue growth trajectory that has made it the most expensive stock in the S&P 500 at roughly 120 times sales. For Thales, it would modernise a relationship that has sustained its US aviation business for decades. For Air Space Intelligence, it would validate an approach that has already proven itself in the commercial aviation sector and position the company as a central piece of national airspace infrastructure.

The stakes are higher than any individual contract. The US air traffic control system manages roughly 45,000 flights per day across the most complex airspace in the world. The controllers who run it are stretched thin, the technology they use predates the smartphone, and the safety margins that have made commercial aviation extraordinarily safe are being tested by volume growth, staffing shortages, and the kind of cascading failures that the LaGuardia incident exposed. SMART is a bet that AI can close the gap between what the system was designed to handle and what it is being asked to do. The question is whether any of the three companies competing for it can deliver on that promise at the speed the FAA now requires.

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Ring’s Familiar Faces is a new way to keep an eye on who’s at the door

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Ring is rolling out a new feature designed to make its doorbell alerts a lot more useful. It also makes them a bit more personal.

Called Familiar Faces, it replaces generic notifications like “Person detected” with named alerts such as “Mum at Front Door.” As a result, you know exactly who’s outside without opening the app.

The feature is launching for 2K, 4K and select HD Ring devices in the UK, and it’s entirely opt-in. Once enabled, your camera starts detecting faces. It lets you build a personal directory of up to 50 people, from family members to frequent visitors like dog walkers or babysitters. From there, notifications become more tailored including the option to mute alerts for people you see all the time.

It’s a small change on paper, but one that tackles a familiar annoyance. Standard motion alerts can quickly become noise, especially in busy households. However, by adding context, Familiar Faces aims to cut through that clutter and make alerts more meaningful. For example, you’ll know your child just got home from school or spot an unexpected visitor right away.

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Setup is fairly straightforward. You can label faces directly from your event history or within a dedicated library in the Ring app. The system automatically clears out unlabelled faces after 30 days to keep things tidy. Named faces will then appear across your timeline, notifications and shared accounts.

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As you’d expect, Ring is leaning heavily on privacy controls here. The feature is off by default, face data is encrypted and stored within your account. Moreover, the app includes prompts that remind users to obtain consent where required. You’re also in full control of your library, with options to edit, merge or delete profiles at any time.

Familiar Faces is available to users with a Ring Protect subscription, including Pro and Pro Intelligence plans. The feature will roll out via the app starting today.

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It’s not a huge hardware upgrade, but it’s the kind of smart, software-led tweak that could make everyday use of Ring cameras feel a lot less repetitive. Consequently, it should feel a bit more intuitive.

(image credit: Ring)

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Hands on: Punkt. MC03 secure rugged phone review

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As this product isn’t available, consider this a hands-on, as between now and its release, some of the issues I’ll talk about might well be fixed.

Punkt. is a Swiss company that manufactures in Germany, and the MC03, as the name suggests, is the third iteration of its secure, minimalist phone design.

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