Quite a week for open-source AI. Especially American open-source. Nemotron 3 Ultra is the most important release in quite some time. And some really cool RL and fine-tuning work from Harvey.

Report: opponents blocked or delayed at least 75 US data center projects in Q1 2026 worth ~$130B; data center opposition groups doubled to 833 across 49 states (@akarl_smith / NBC News) (Visit Techmeme dot com for the link and full context!)

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.

LATE NIGHT DROP! 🚨 Big show. Core four are back. -- Anthropic's Fable Backlash -- Nationalizing AI, and the "Capitalist Cucks" -- Inflation Heats Up -- California’s Broken Election System (0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks" (59:22) Liquidity recap: Best moments and takeaways (1:05:39) Inflation heats up: CPI and PPI see 3 year highs (1:12:27) California's loose election laws creating integrity doubts

MrBeast hits 500M subscribers on YouTube, a record for the platform (@kaylcobb / The Wrap) (Visit Techmeme dot com for the link and full context!)

So Crusoe did not pause the 1.8GW datacenter development at the request of a hyperscaler after all “In reality, Crusoe is being pushed aside, people familiar with the situation said. The company tried and failed to lock in customers including Alphabet Inc.’s Google at the site, the people said. The talks with Google stalled after the technology giant raised concerns about the costs and timetable under Crusoe’s watch, some of the people said, asking not to be identified because the information isn’t public.“ $BKH is continuing the project forward with $GOOG, and without Crusoe as a development partner

Pro tip: off-B/S services teams are still working for the Labs and just building model lock-in undercover. Ensure your orchestration layer is truly model agnostic!

Our Anthropic bill is about to jump from $400K → $1.4M/yr. Not because usage exploded, but because we're about to cross 150 seats. Past 150 seats you're forced into Enterprise tier. Seats stop including any usage, every token bills at standard API rates. At our current run rate that's 3.5x overnight. Unfiltered thoughts on AI spend: 1. We should spend tokens to grow as aggressively as possible. But most people (me included) aren't conscious of what they're spending. 2. Visibility comes first. People see their personal number and they're shocked. I accidentally spent $4,000 in 3 days in Claude Code. 3. For engineering the spend is clearly worth it. Pay for the best model, it saves more than it costs. 4. For a lot of other roles it's questionable. Apps nobody uses, skills someone already built. No ROI. 5. Spend limits are coming. We already require approval for more tokens on our support team. The era of token-maxxing is coming to an end.

@meet_tie engineering teams have replaced nearly $5B worth of market cap vendors in one shot with internal systems built using @8090_Factory It’s an unbelievable platform and a real looking glass into the future of agent-driven engineering. @TheOneAndArjun @chamath

i look forward to our chinese brothers liberating the knowledge from within fable-5 and selling it to me at 5% the cost & 2x the speed

@meet_tie engineering teams have replaced nearly $5B worth of market cap vendors in one shot with internal systems built using @8090_Factory It’s an unbelievable platform and a real looking glass into the future of agent-driven engineering. @TheOneAndArjun @chamath

BREAKING NEWS: Anthropic's latest model will NOT help you if it thinks your ML research/ML engineering is interesting, and/or will secretly degrade its IQ so that the average engineer won't notice. We are already seeing Anthropic's latest model's moderation filters our GPU inference research and programming 😭

LIQUIDITY: Dan Dreyfus on the Future of Critical Minerals -- Copper as the next AI bottleneck -- Investing in the commodity supercycle -- Dollar debasement -- Blue collar boom, rebuilding American infrastructure (0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Thanks to our partners for making this possible! EY (@EYnews) - Liquidity, growth, and what’s next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. ey.com/en_us/services/strate… NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. nyse.com Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. plaud.ai

Software Factory - Version 0.40.0 Major Features • Navigation & Layout Redesign: A new left-side navigation consolidates project overview, modules, settings, and user controls. Breadcrumbs provide clear document context and project and organization selectors are always visible for faster access. • Drift Bot: Automatically reviews pull requests against Software Factory requirements and blueprints to identify implementation drift. Findings are posted directly in PR comments and can run automatically on configured branches. Edit your codebase connection to enable it. • Project Copying: Create new projects from existing ones by copying documentation, agent skills, codebase connections, and configuration. Ideal for reusable templates and standardized project setups. Find it in Settings > Project Details. Minor Features • Applied Suggestions View: Agent edit cards are visually aligned with the document diff view. Click to navigate to the exact change in the document. • Code Search Pagination: Grep, glob, and directory tools paginate globally across multiple repositories with exact totals. • Self-Assignment Notifications: Suppressed when users or agents assign on their own behalf.

Software Factory Demo filled up a week early, and we didn't want to turn anyone away. So we're running it again the next day. Wednesday June 17, 1pm PST. Same session. Grab a seat: bit.ly/4vGqF7s

Today @Meta is proud to launch America’s Workforce Academy with our partners. This program will provide paid training, certification and a job for Americans of all backgrounds to be part of building American leadership in the world. Because we believe the Future is for Everyone. wsj.com/opinion/high-tech-se…