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.

we tagged along for my nephew’s travel baseball tournament this weekend and I’m floored at how miserable this all seems for the families

Syracuse announced a financial deficit this week after missing their enrollment target. They cite demographics geopolitics, but the answer is much simpler: There are 5.7k higher ed institutions in the US, charging way too much for something that is worth less than ever

Berkeley math professor: “Today, the more successful a public high school is at preparing its students, the lower its graduates' chances of getting into top UC campuses like Berkeley and San Diego.” Berkeley admitted 45% of applicants from a high school where nearly 94% of “students failed to meet the state standards in mathematics.” It admitted less than 14% of applicants from a school where “nearly 100 percent of its students in AP Calculus BC pass the national exam with a perfect score of 5.”

Dolan is such a jackass

There was once a that socialism would work better than capitalism. This was mostly wrong and post-1989 it seemed like we'd agree on market economies plus a welfare state. But an injection of green degrowth has birthed "socialism will wreck the economy — in a good way!"

Hiring Fable on API pricing Full time (40 hrs / wk) is: $1,248,000 / year wow.

OpenAI was served with subpoena tonight by a coalition of state AG's asking for documents on advertising, user engagement/retention, handling of consumer data and health data, activities related to minors and seniors, deep learning models, model sycophancy and company policies.

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: anthropic.com/news/fable-myt…

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: anthropic.com/news/fable-myt…

NEW: @ZachXBT traced a $120M $USDT laundering attempt with funds routed into $XMR, pushing Monero's price from $330 to $438 before @Tether froze $72M linked to the activity.

The UAE is releasing billions of dollars to Iran as part of a deal to reduce bilateral tensions and assist with reopening the strait. It could be as much as $20 billion. $3 billion has already been delivered, confirming rumors from earlier this week. The move comes after the emirates emerged as the single largest target for Iranian missiles and drones during the war. From confrontation to accommodation. reuters.com/world/middle-eas…

I think there's always too much discussion of whether people should or should not go to college and not enough focus on the point that college should be *harder* slowboring.com/p/hard-work-i…

Crypto-Data Provider Blockworks Acquires Messari at a Discount wsj.com/business/deals/crypt…

American student reading and writing scores since 2000 Notice: the decline predates the pandemic

President Trump has outlined the following terms for a deal with Iran, according to Fox News: 1. The Strait of Hormuz must remain open. 2. No nuclear material - all existing stockpiles will be removed from Iran. 3. Iran's nuclear program must be completely dismantled. 4. No funds will be released to Iran until it carries out every term of the deal. 5. Iran cannot fund terrorist groups.

We're excited about the US CLARITY Act. We think all YC companies will use crypto technology, like stablecoins, before long. Not just crypto startups, not just fintech startups, but every company. Here's why this law is such a big deal 🧵 x.com/SenLummis/status/20637…