Game theory from here is super interesting: Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs. Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal. The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning. Why did they not do it? Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary. A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways… This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment? There are too few of them and their progress seems sporadic at best.

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

Shocked that she only has 0.1% equity. She joined SpaceX in 2002. I would have expected at least mid single digits, even after dilution.

BREAKING: President Trump says a deal with Iran is scheduled to be signed tomorrow, immediately reopening the Strait of Hormuz.

‼️🚨 BREAKING: Amazon researchers snitched to the US government about jailbreaking Fable 5 and Mythos 5, forcing Anthropic to immediately shut down worldwide access. A security export control directive from Commerce Secretary Howard Lutnick enforced the action. Anthropic is fighting the directive and calls it a misunderstanding. This isn't the first clash. The Trump administration had already tried to get Anthropic to pause the release of its latest models before this directive landed.

Today, the European Union took a major step forward. All Member States agreed to open the first accession negotiations cluster with Ukraine and Moldova. At the first Intergovernmental Conference on Monday, we will open the cluster on fundamentals; the backbone of the accession process. It covers the core values and principles on which the EU is built, from the rule of law to strong democratic institutions. This is a recognition of the determination, courage and hard work shown by both countries in advancing reforms, even in the face of immense challenges. And a signal that the EU’s offer of peace, stability and opportunity is unmatchable. Enlargement is a strategic choice. By bringing our nations closer together, we strengthen peace, security and prosperity across our continent. In a world marked by growing uncertainty, a larger European Union is in our common interest. Enlargement remains one of the EU’s greatest success stories and our best investment in our shared future.

Cybercab in Houston It’s just for show, it will never be Robotaxi 😏

Elon Musk just became the world's first trillionaire. The typical American household would have to work more than 11 MILLION years to make Elon Musk's level of wealth. We need a wealth tax.

„In meinem Land laufe ich mit meiner Flagge wohin ich will.“ Ein Mann wird in Berlin von der Polizei daran gehindert mit der Deutschlandfahne rumzulaufen. Zur Erinnerung: Diese Fahne steht für „Einigkeit und Recht und Freiheit“.

Ach so. Aber Geld von "Rechtsextremen" geht klar.

This Norwegian kid visiting the US for the World Cup is straight-up floored by In-N-Out. 😂 From struggling through the order (“three burgers… only bread and meat!”) to devouring it and calling it “Delicious!” — pure joy. Europeans come here and realize America’s high-quality life isn’t a myth. Best burgers, friendliest service, and freedom fries. 🇺🇸🍔

Thanks, Elon. And thanks to you too, Gavin.