Here's what we know:
1. First decrease in "App Store" revenue in history in the US. (includes games)
2. Non-gaming (apps) is still up 14.6% YoY globally. Gaming down 4.5%.
3. Web share of revenue on RC rose 31% over the last year, from 20% of revenue to 26% of revenue. So app2web is happening
We're gonna keep digging, but I think we're seeing a combination of gaming's long running decline, some US specific trends in app2web, and possibly some spend consolidation. It's hard to tell. But I'd hesitate to cherry pick this one data point to fit the "end of apps" narrative. More at 11.
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: https://t.co/bwn0sximKZ
Today we are making URL Context, my favorite Gemini API tool, ready for scaled production use 🔗
The model can now visit webpages, PDF's, images, and more when you provide the direct URL, and you simply pay for the tokens it processes, no additional tool cost!