Real Vision: Finance & Investing Anthropic Suffers Massive Claude Leak | Trading the Markets With AI
Apr 2, 2026
Kris (Chris) Bullock, Real Vision contributor and AI-focused market commentator, breaks down AI industry news and investment angles. He unpacks a major Claude source-code leak and its security implications. He covers OpenAI fundraising, the move to edge compute in cars, Rivian and Waymo first-hand tech impressions, and hardware plays for localized AI inference.
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Anthropic CLI Leak Fueled Open Source Forks
- Anthropic leaked its Claude Code CLI tool source, offering open-source developers a full client-side implementation to inspect and fork.
- A developer rewrote the leak in Python and posted it, making DMCA takedowns ineffective and spreading the code broadly.
OpenAI's Mega Raise Rewrites Private Market Dynamics
- OpenAI closed a $122 billion raise at an $852 billion valuation, marking unprecedented private funding and signaling a likely path to IPO.
- ARK Invest will include OpenAI exposure in ETFs, blurring lines between private winners and public market access.
Private Rounds Distort Public Market Signals
- Large private funding rounds challenge public market logic by concentrating massive value pre-IPO, raising questions about post-IPO selling pressure.
- Kris worries this structure is 'backwards' compared with historic public fundraising patterns.