Claude Fable 5 made this entire video by itself. I gave it a /goal prompt, went to the gym, and came back to this. Even the sound effects. Shoutout @HyperFrames_

🚨 BREAKING: THEKER Robotics just raised $85 million in the largest robotics Series A ever raised in Europe. 🇪🇸 Just less than a year after closing the largest seed round in Spanish startup history. Founded by Carla Gómez Cano and Jiaqiang Ye Zhu, two robotics and AI engineers who turned down offers from Meta and ServiceNow to build from Barcelona. While Carla and I were talking, she said: “What we want to do is to build our own company. And to build the best company in the world from here, from Barcelona.” Their robotics obsession started in childhood competitions. First Lego League. University-level robotics challenges against top international teams. A deliberate choice to stay in Barcelona rather than relocate to Silicon Valley. @THEKER_ai makes AI-native generalist robots for industrial production, robots that deploy in days, adapt in real time to changing environments, mixed SKUs and irregular shapes, and continuously learn in production without manual reprogramming. Robots that work the day they arrive and get better every day after. Already deployed in live production operations across Europe, manufacturing, logistics and retail. The gap between research demonstrations and robots that actually work reliably in real industrial environments at scale is enormous. Very few companies globally have crossed it. THEKER is emerging as one of the rare ones that has. The round was led by CRV with amazing investor list: Samsung, first ever investment in a Spanish company, LVMH, Cathay Innovation, 20VC (@HarryStebbings & @Kieranleehill - good to see you in robotics more often), Baobab Ventures (@Carles_Reina), Henkel Ventures, Korelya, Inditex and more. Barcelona is quietly becoming another important robotics hubs in the Europe. 🇪🇸🇪🇺 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com

Force is arguably the most overlooked ingredient in modern robot learning. Introducing FACTR 2: it turns *any* commodity robot into a force-aware system with no force sensors required. Train a tiny force network in <1min with <10mins of data and drop it into any existing teleop pipelines: ✅ Free force sensing for both the robot and the operator arm ✅ Makes demos higher-quality → fewer of them needed. ✅ A new force-aware learning algorithm (FIRST) uses those recovered forces to figure out which parts of a demo actually matter, making learning data-efficient. ✅ Strong performance on complex tasks with fewer demos and even no pretraining! More details below.

A toothpaste company has quietly killed the entire market research industry and nobody is talking about it. Colgate published a paper showing you can predict real purchase intent at 90% accuracy by simply asking LLMs to roleplay customers. And this is beyond insane. If you ask an AI, "Rate this product from 1 to 5," it gives safe, middle-of-the-road garbage. So researchers invented a method called Semantic Similarity Rating (SSR). Instead of asking the AI for a number, they asked it to roleplay. They gave the LLM a demographic profile. They showed it a product concept. And they asked it to write down its raw, unfiltered thoughts. Then, they used a semantic model to translate those written thoughts into a numerical score. The results are staggering. Tested against 57 real corporate surveys and 9,300 actual human responses, the synthetic AI consumers matched real human buying behavior with 90% reliability. They perfectly mirrored how different age brackets and income levels react to price changes. And they provided detailed, qualitative feedback that was deeper and more critical than what actual humans wrote. This destroys the economics of traditional market research. You don't need to wait a month to see if a product will sell. You can simulate 1,000 hyper-targeted customer interviews overnight. You can A/B test pricing across every demographic instantly.

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…

World Labs CEO Dr. Fei-Fei Li explains says "world model" has become an overloaded term & explains what each kind of world model does: "Right now there are three ways of calling world models when it comes to spatial intelligence." "One is what I call a renderer, when the model puts beautiful pixels on the screen." "Another kind of world model is what we call a planner. That is more for machines, more for robots." "The third kind, which I think is the linchpin of the three, is a simulator." "A simulator could become a renderer. The simulator could become a planner. But this layer is a huge critical path to unlock spatial intelligence. And that's what World Labs is working on." @drfeifei at Bloomberg Tech live with @emilychangtv

Anthropic Is dropping a public version of Mythos today: codename "Fable" - per The Information It’s costly, at 2x the price of Opus, but maybe still cheaper than what people expected after seeing the first Mythos pricing at 5x Opus. - It will come with strong safety limits, and it will not be as open on cyber use as the restricted preview given to Project Glasswing partners. - It is expected to be much stronger at long-running, multi-step tasks and agent-style workflows. Context on Mythos: - Anthropic introduced Claude Mythos Preview in April 2026. At launch, it wasit’s most powerful frontier model, especially strong in coding, reasoning, and cybersecurity, including finding and exploiting zero-days. - It was not released publicly at first because of safety issues. Only selected Project Glasswing partners received access for defensive cybersecurity, and they have reportedly found thousands of major vulnerabilities.

Serious blow to american academic robotics research, outside of big corporate labs. The prime operating mechanism is the FCC covered list (same as Huawei routers and telecom gear) which means universities can no longer even operate their existing fleets. Hopefully a domestic developer market will arise to fill the gap, but i worry about the effect on research, at a time when I think american academic research is already in danger of falling behind. Losing YAM arms, xArm, and unitree and agibot humanoids will hurt. Same for sharpawave and wuji hands.

SpaceX just received FAA approval to test the new Starfall reentry capsules, which are designed for in-space manufacturing and returning up to 1,000 kg of payload from orbit. Full story: interestingengineering.com/s… Two test flights are approved. The capsules can launch on Falcon 9 or Starship and splash down for recovery. Would you trust high-value materials made in space and shipped back to Earth?

Best accounts to follow from each frontier lab to stay constantly up to date Anthropic @karpathy - must-follow account for AI; recently joined Anthropic @bcherny - Claude Code creator, always shares great tips @trq212 - also a Claude Code developer; writes amazing articles on CC OpenAI @polynoamial - works on reasoning research, shares a lot of technical details @gabriel1 - Sora developer, great career path @jxnlco - works on dev experience, shares a lot about Codex Google AI @OfficialLoganK - all the major Google Gemini and AI Studio updates @ammaar - product and design; shares great things about vibe-coding in Google AI Studio @fofrAI - cool use cases for generative models Cursor @leerob - the loudest voice behind Cursor updates @ericzakariasson - shares great insights on using Cursor @mntruell - Cursor’s CEO; major releases and usage updates xAI @milichab - recently joined xAI, shares updates on Grok @skcd42 - also covers major Grok releases

🏃‍♂️ I've gamified my own run so I can race my own ghost with the Meta Ray-Ban Display. I built a web app for the glasses, loaded a previous GPX from Strava, and dropped game mechanics on top. Pick up coins when you keep pace, sprint zones reward extra points if you push, and a mini leaderboard on the lens shows how you're tracking against your past self in real time. Best part: it actually works. Seeing your ghost 20 m ahead is a way stronger nudge than any number on a watch. 😅

Wow. This is crazy. A developer trained an AI agent in simulation and deployed it onto a real robotic air hockey table using reinforcement learning. This robot can track the puck with millimeter-level accuracy and react in roughly 20 milliseconds, fast enough to challenge even skilled human players. We’re moving from robots that follow programmed rules to machines that learn strategies in simulation and execute them in the physical world.

A YouTuber with 110 million subscribers released a free version of ChatGPT. His name is Felix Kjellberg. You know him as PewDiePie. He spent his own money on a 10-GPU computer at home. He used it to run the same kind of AI models that power ChatGPT, but on his own hardware. Then he wrote his own app to chat with them, because the apps that already exist were not good enough. Then he gave it away for free. Anyone can download it. Anyone can change it. Anyone can run it. It's called Odysseus. It runs on your computer. Your data stays on your disk. No account. No tracking. No monthly fee. What you get: - A chat window like ChatGPT - An AI assistant that can browse the web, read your files, and do tasks for you - A tool that scans your computer and tells you which AI models will work on it - A research mode that reads many websites and writes you a report - A side-by-side mode to test two AI models on the same question - A writing editor where AI helps you, instead of writing for you - Memory, so the AI remembers your past chats - Email with AI that sorts your inbox and writes replies for you - Notes, a to-do list, and a calendar - Works on your phone too 23,612 stars on GitHub in 2 days. Top of trending all weekend. ChatGPT Plus costs $20 a month. Claude Pro costs $20 a month. PewDiePie's version costs nothing, runs on your own computer, and the code is open for anyone to read. This is what AI looked like before the subscription model. (Link in the comments)

We're proud to lead Westmag's Seed Round. One of the underrated advantages of investing across the entire hardware stack is firsthand exposure to the supply chain challenges that plague our industrial base. When one starts mapping which single points of failure could take down entire product lines, motors and actuators rise to the top of the priority list. China currently dominates this landscape. The result is that many American drone, robotics, and defense companies are building on a foundation they don’t control. Since our first meeting over tacos and beers last summer, Westmag has moved at a blistering speed from inception to shipping motors from their first factory. Regulatory tailwind, combined with exploding demand from defense and humanoid robotics, means the timing for what Westmag is building has never been better, and the cost of not having it has never been more obvious. By @espricewright and @oyhsu

This is absolutely incredible. Investors now perceive Nvidia to be as creditworthy as the US government. Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points. In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government. This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world. Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world. Markets are treating Nvidia as one of the safest companies on the planet.

Anthropic engineer: "You're not supposed to prompt Claude. You're supposed to build a system that prompts itself." this is one of the best workflows I've seen in a long time in this video she breaks down exactly how most people are using Claude: - the 14% you lose to CLAUDE.md before typing a word - the plugins that 95% of users have never installed - the workflows that run without you typing a single prompt - why typing one prompt and closing the tab is leaving 90% on the table if you've been using Claude for months and still start every session from scratch, you have at least 28 untouched features. probably 30 instead of another show tonight, watch this make sure to bookmark it before it gets lost in your feed full guide in the article below

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and compute capacity, including $30 billion in underwritten public offerings. The company also says Berkshire Hathaway agreed to invest $10 billion through a private placement at $350 a share. From Google’s press release: “AI is driving an expansionary moment for Alphabet. The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company’s available supply.” 2. Anthropic has confidentially filed a draft S-1 with the SEC for a proposed IPO, giving the company the option to go public after SEC review depending on market conditions and other factors. Salesforce’s $CRM investment in Anthropic is now valued at about $5 billion, according to Bloomberg, after first investing in the AI company in 2023, with CRM shares rising 9% today. 3. AI-related companies have raised roughly $380 billion across investment-grade bonds, venture capital, and high-yield debt year-to-date, representing about 64% of all capital flows across those channels. AI-linked firms have issued around $140 billion in investment-grade bonds, accounting for 49% of total IG issuance, attracted roughly $220 billion in venture funding, making up 87% of all VC dollars, and represented 38% of high-yield corporate bond issuance at about $21 billion. In other words, nearly 9 out of every 10 venture capital dollars this year have flowed into AI-related companies. 4. The top 10 most active options today by contracts traded were $NVDA with 4.8M contracts, $TSLA with 3.0M contracts, $MSFT with 1.6M contracts, $AMZN with 1.2M contracts, $META with 1.1M contracts, $AAPL with 1.0M contracts, $PLTR with 831K contracts, $MU with 810K contracts, $NOK with 791K contracts, and $ORCL with 784K contracts. Nvidia dominated the market with nearly 4.8M contracts traded, while Tesla followed with over 3.0M contracts, and Microsoft saw unusually heavy activity with more than 1.6M contracts traded. 5. Citron Research founder Andrew Left was found guilty of securities fraud by a federal jury in Los Angeles after prosecutors argued he used tweets about dozens of companies to move stock prices and generate roughly $20 million in trading profits between 2018 and 2023. Left testified in his own defense during the three-week trial, and the jury reached its verdict after two days of deliberations. 6. SpaceX $SPCX reserved 5% of its IPO shares for select employees and individuals chosen by executive officers through a directed share program, with those shares offered at the IPO price and exempt from post-IPO lock-up restrictions. Elon Musk, who controls 85.1% of SpaceX’s voting power and owns 12.3% of Class A shares, has agreed not to sell any shares for roughly one year after the IPO. 7. U.S. data center construction spending has now surpassed a $50 billion annualized rate, fueled by surging AI infrastructure demand. From March 2022 to March 2026, spending on data center construction jumped 336%, rising from roughly $11 billion to about $50 billion, while general office construction fell 34% over the same period, dropping from $65 billion to around $43 billion. 8. OpenAI CEO Sam Altman downplayed the timing of a potential IPO after reports that Anthropic confidentially filed to go public, telling CNBC that going public is simply “a financing event” and not something OpenAI is focused on timing right now. Altman said OpenAI will IPO “when it makes sense for the company,” while adding that the company is focused on building data centers on Earth for now rather than space-based compute, and remains “very confident” Stargate Michigan will generate strong returns given continued AI demand. 9. Robinhood $HOOD has officially closed its acquisition of WonderFi, marking the company’s first entry into Canada. At the same time, $HOOD just saw its largest insider buy in years, with director Meyer Malka purchasing $20 million worth of shares at roughly $80 per share. 10. Cathie Wood’s ARK funds bought $NVDA and $CBRS today while selling $AMD, adding 300,017 shares of Nvidia and 62,669 shares of CBRS, while trimming 110,207 shares of AMD. 11. Call option volume is surging, with calls now making up 70% of total options market volume, the highest level in at least four years. Since early April, that share has jumped 25 percentage points, the largest two-month increase on record, surpassing the previous brief spike of roughly 68% in late 2025 and well above the two-year average of about 55%. At the same time, the total notional value of S&P 500 call options relative to the index’s market cap has climbed to a record 4.1x, doubling over the last two months. 12. Investors now appear to view $NVDA Nvidia as being as creditworthy as the U.S. government, with Nvidia's 5-year credit default swap trading around 38 basis points, slightly below the U.S. sovereign CDS at 40 basis points. In other words, credit markets are pricing the world’s largest company as slightly less likely to default on its obligations than the U.S. federal government, helped by Nvidia’s fortress balance sheet, including roughly $8.5 billion in total debt, $10.6 billion in cash, and nearly $100 billion in free cash flow in FY2026. WALL STREET IS THE GREATEST SHOW ON EARTH.

NVIDIA announces the first open humanoid robot reference design built for robotics research. The NVIDIA Isaac GR00T Reference Humanoid Robot combines the @UnitreeRobotics H2 humanoid robot, @SharpaRobotics Wave five-fingered hands for dexterous manipulation, Jetson Thor onboard compute, and Isaac GR00T open software and models, giving researchers a full-stack platform from data capture to model deployment. Read the #NVIDIAGTC Taipei announcement: nvda.ws/4ef9VOr

Excited to have @NVIDIAAI team presenting a talk on #Cosmos3 at @saturdayrobotic Research Night at @CVPR 2026 on June 6. Looking forward @CVPRConf! 👉🏻 luma.com/zamm9g2g