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.

Breaking: Amazon CEO Andy Jassy was among the tech leaders who raised concerns to senior Trump officials this week re: security risks in Anthropic's newest models. Those convos set in motion the government's new export controls on foreign national access to Mythos and Fable.

Loops so hot right now Here are the loops I’m experimenting with: Planners - morning brief, orient and context switch back into the flow. This pulls from outside data sources and also checks past chat logs to figure out our current progress. - daily planning - what did you get done this week? Friday end of week check in & review - Sunday/monday planning, 3 lanes, personal, side biz & projects, day job. Goal is top task prioritized and clear. - Monthly planning. Personal & side. business check in. Go over finances, etc. Once weekly codebase / promptbase sweeps - code maid & janitor - code & prompt evolver & compounder - memory and docs cleanup consolidate dream sequence sweep Watchers - sentry -> auto crash fix. Runs once a week and priorities top crashers - analytics alert -> auto fix. Fires when analytics trip. Usually when something breaks. - triager, scan bug reports and customer support requests from linear. Either fix or defer. When a fix is merged/shipped email the person who reported it. Stock Day trader - once a day check portfolio, do research, check news, copy politicians, rebalance if needed What loops are you using?

400k ads served 100k ads per hour 1000 active users $30k backlog all the charts are very hockey stick like. What's your favorite ad so far? what's broken so far?

Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)

Hot take: Anthropic is priced for absolute perfection > Mythos has to deliver > enterprises have to remain loose with token spending > adoption must continue at Jan-May pace for rest of the year > compute has to be scaled > no gov or societal headwinds Not betting against them hitting $100b run rate by EOY but they can’t afford any slips

You have Claude Fable for only a few days. Here's how to make the most of it. Introducing /improve: use your most capable model to audit your codebase and write plans for cheaper models to execute later. Studies your code, figures out bugs, perf, tech debt, missing tests, what to build and writes plans any agent can run.

"Misanthropic." I've never seen the AI community so angry at a major new model release. I asked my AI (an agent that @blevlabs made for me) to gather all the backlash. THE BACKLASH AGAINST CLAUDE FABLE 5'S RESTRICTIONS The best analysis of why this matters: @EnoReyes — "It's about who gets to decide, and whether you ever find out when they do. Fable won't fall back to a different model and tell you. It just limits the output through prompt modification, steering vectors, or PEFT. You won't be told when it happens to you." x.com/EnoReyes/status/206451… THE VIRAL TAKE: @0xBalloonLover — "anthropic won't let you use fable for biology, chemistry, ai research, or anything that accelerates human progress. that makes it the perfect tool for developing blockchains" x.com/0xBalloonLover/status/… POWER CONCENTRATION: @ClementDelangue (HuggingFace CEO) — "Concentration of power, capabilities and economic wealth is the biggest risk in AI. We need open science and open-source more than ever!" x.com/ClementDelangue/status… @jeremyphoward (fast.ai) — "Anthropic has chosen the opposite of the safe path: they are allowing themselves, the current top lab, to use their top model for frontier AI research. They've said they'll sabotage others who try." x.com/jeremyphoward/status/2… @gneubig (Graham Neubig, CMU) — "First they came for the model builders... I feel we're getting a glimpse of a future where AI is only provided to a privileged few, and that's not a future I want to live in." x.com/gneubig/status/2064451… OPEN RESEARCH: @askalphaxiv (AlphaXiv open science) — "As believers of open research, we are disappointed to see Anthropic silently degrading Fable 5 for AI development." x.com/askalphaxiv/status/206… @willccbb — "it is the first publicly available model that i am explicitly not allowed to use for my work, because anthropic holds the view that the work i do to facilitate open model research is harmful. capability and alignment research are coupled. anthropic wants to be the only lab." x.com/willccbb/status/206450… NOUSRESEARCH / HERMES (which Anthropic has nerfed multiple times): @Teknium (NousResearch co-founder) — "What's crazy to me is that Fable is blocked from life sciences broadly, nerfed even if you get passed the classifiers and filter level blocks. The whole point of AGI/ASI is to cure all diseases. Everything else is just nice to haves. But Anthropic wants to close off that path." x.com/Teknium/status/2064570… THE MECHANISM: @kimmonismus — "When the model is used for frontier LLM development, it apparently does not simply refuse or warn the user. Instead, it quietly limits its own effectiveness through techniques like prompt modification, steering vectors, and PEFT." x.com/kimmonismus/status/206… MEDICAL COMMUNITY: @DeryaTR (immunologist, BSL-3 certified) — "The word 'cancer' is flagged as a biosecurity risk by Claude Fable 5! I also tried to code a website on cancer mutations & Fable 5 was immediately removed from my list!" x.com/DeryaTR/status/2064414… @DeryaTR — "I can't even say 'hello' to Fable 5 except in incognito mode (memories off), because it knows I am a biomedical researcher!" x.com/DeryaTR/status/2064602… @DeryaTR — "I am not even allowed to use Fable 5 with memories on! Apparently the model thinks I am a biosecurity risk, though I had been certified to work in biosecurity level 3 labs! Not a single Anthropic person has tried to reach out to help either!" x.com/DeryaTR/status/2064605… @banteg — "claude fable 5 refuses completely benign tasks like analyzing bloodwork." x.com/banteg/status/20646076… @bneyshabur — "Working on AI for cancer? Sorry, I can't help you. Working on AI for Alzheimer's Disease? Sorry, I'm becoming a bit dumb when it comes to the AI part of it." x.com/bneyshabur/status/2064… SUBSCRIPTION CANCELLED: @bubbleboi — "Have canceled my team subscription for Claude Pro. Idc how good that model is, it's not good enough for me to support people who actively stifle innovation and gate keep knowledge that they didn't even create." x.com/bubbleboi/status/20646… BILLING AND PRIVACY: @GergelyOrosz (The Pragmatic Engineer) — "Things I really dislike about Fable: 1. Anthropic collects my prompt history, stores it, and does whatever they want with it for 30 days. No opt-out. 2. They can nerf their most expensive model without telling me, billing me the same amount, wasting my time. Whenever they want." x.com/GergelyOrosz/status/20… THE KARPATHY QUESTION: @SanthProject — "the old @karpathy would never support a company that fucks other llm researchers. Were the stock benefits that good?" x.com/SanthProject/status/20… THE MONOPOLY CHARGE: @tunguz (TabulAI founder) — "Starting to suspect that Anthropic's putative security and safety considerations are largely posturing and performative." x.com/tunguz/status/20644379… @BlancheMinerva — "Anthropic is choosing to make decisions that make the world a significantly worse and potentially more dangerous place." x.com/BlancheMinerva/status/… @LinusMixson — "Dario personally, and Anthropic as a whole, have been extremely straightforward about wanting a monopoly for a long, long time." x.com/LinusMixson/status/206… @TheAhmadOsman — "I started warning people about Anthropic more than a year ago... Today I am vindicated, everybody knows that company only acts in bad faith." x.com/TheAhmadOsman/status/2… WHY REGULAR PEOPLE WILL EVENTUALLY CARE: @DanJeffries1 — "The fury is real and what all of us in the open community have been saying for years and yet regular folks don't get it yet because nothing they care about is restricted or taken away for 'safety.' They will care a LOT in the future when AI is integrated into every aspect of [life]." x.com/DanJeffries1/status/20… Full analysis: alignednews.com/ai

Claude Fable 5 is by far the most ridiculous model that makes me genuinely afraid for the future of software engineering. I compiled the top 10 most unbelievable things I've seen Claude Fable 5 do today: — Migrate a 50M line codebase from Stripe in a day (humans take 2mos) — Draw amazing 3D graphics a) Boeing 747 b) space simulations with >5000 objects c) Minecraft roller coasters d) full photorealistic forest scenes e) NYC skyline f) stormy clouds) — One-shot Pokemon FireRed the game — Optimize a real world proprietary interaction net evaluator 10x more than the next best model, gpt5.5 AND it's about the same price as GPT 5.5 ($10/M input, $45/M output) vs Fable 5 ($10/M input, $50/M output) and 6x cheaper than GPT 5.5 Pro.

Our report on @NousResearch Hermes Agent is now free and open source. Hermes Agent is now the most popular agent harness. We are going live this Thursday 11AM ET with @KSimback, @Shaughnessy119, and @yusufxzy to discuss Hermes agent, harness moats, and where AI goes from here.

I poured my 10 years of teaching experience into a skill. It's called /teach, and it can teach you anything. Here's how it taught me to solve a Rubik's cube: