Netflix Stumbles, Anthropic Ships, and OpenAI Bets on Biology

In today's episode: Netflix reports Q1 revenue up 16% YoY to $12.3B, vs. $12.2B est., net income of $5.28B, and forecasts Q2 EPS below estimates; NFLX drops 8%+ after hours Netflix chairman and co-founder Reed Hastings will step down from the company's board after his term expires in June to focus on philanthropy and other pursuits Anthropic releases Claude Opus 4.7, saying it is a “notable improvement” on Opus 4.6 in advanced software engineering and comes with a new “xhigh” effort level OpenAI launches GPT-Rosalind, an AI model for life sciences research, including drug discovery, as a research preview for customers such as Moderna and Amgen OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more Google updates AI Mode in Chrome, letting users open links side by side with AI Mode on desktop; users can search across multiple tabs on desktop and mobile