It's June 2026, why do Gemini and Claude still make you hit approve on research plan or tool use before a Deep Research prompt!

Both conferences, no repeats, big markets and small. This is awesome imo

Just occurred to me that Anthropic employees who are not US persons will not be able to use Fable/Mythos, making this plausibly (and to be clear, accidentally) the first regulation on recursive self-improvement.

Should be interesting for future compute deals between these two...

History's first trillionaire is a guy who catches rockets out of the sky with chopsticks and beams internet to every dead zone on the planet. Same guy ships cars that drive themselves, humanoid robots for the factory floor, brain chips that let paralyzed people move a cursor with pure thought, and an AI running on a supercomputer his team stood up in months instead of years. And the people crashing out about his net worth are doing it on the app he owns. The same app governments spent years trying to censor. You cannot legislate a rocket into orbit.

The lesson I take from the SpaceX IPO is that the only thing stopping us from solving arbitrarily difficult problems is extreme creativity in business models. No amount of tax and spend programs got us reusable rockets and great electric cars. Customer delight is a necessary precondition for success. There seems to be some discussion around whether successful entrepreneurs should give up control of their companies so they can subsidize some philanthropic venture that otherwise has no value prop sufficient to run it as a business where customers voluntarily exchange money for goods and services at a competitive and reasonable price. This misses the point. Transformational products deliver tangible value at 1000x the rate of charities whose value cannot be tested in the market place. Think about the undeniable value of the smart phone, satellite Internet, electric consumer devices, etc etc. I think the transformational moment for SpaceX was when Elon stepped away from the philanthropic Mars greenhouse concept and fixed his resolve on unlocking radically better rockets for humanity. The greenhouse would have been, at best, a neat trick. Falcon and Starship give humanity a durable economic engine to maintain and improve access to space, forever.

Frontier AI is national security.

Greatest technology minds of all time: AI is the greatest technology of all time Dude with $5 short on Robinhood: see you when the bubble pops losers

Tokens will get cheap but you’ll use way more We’re still talking about chat bots for most people Chat bot -> code -> agents -> persistent agents -> wearables -> multi-modal persistent compute So early, frontier labs will become specialists in a domain or vector of the broader intelligence stack

an all-time bet on yourself

These guys all created multiples of the wealth for society vs that they hold. We should celebrate value creation.

Largest ever IPO first trillionaire. Wow

This is how every technology diffuses. Biggest part of the market comes next. The increase cost for tokens per employee will be justified for the productivity gains which translates to business growth.

Looks like Anthropic has a bunch of LOIs out for spare capacity (around 1GW). Reminder - capacity ramp from Semianalysis: ~1.5–2GW by YE25 → 5–6GW by YE26 → 10GW by YE27. Per The Information: -LOIs signed with 12 US data center developers; nonbinding, but represents 1GW of capacity in aggregate [this seems small to me so disaggregated flexibility versus meaningful compute outlays?] -Google reportedly in discussions to provide a financial guarantee on Anthropic's lease payments (linked to its chip co-design role) -OAI and Anthropic spending commitments are now a meaningful share of hyperscaler CSP backlog / RPOs (see below)

is GPT nerfed today? struggling in chat and codex

Very easy to get into endless slop/content cycles with LLMs where the presentation of a lot of text, tables, data appear to be productive but actually don't move you closer to your end goal. When used correctly, they can harden your thinking because if you're trying to be efficient in your workflow, you have to really define your core problem, state what is considered a real solution, and envision acceptance/failure criteria and be ruthless about eliminating all the fluff which the models tend to revert to.