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…

AN ACTUAL GOOD THING TO COME FROM AI In today’s newsletter, I wrote about our new chat with @aidenjohnsonn_ and how stories like his are far more white-pilling than the typical “one day this might cure cancer” form of AI boosterism.

Overall, it's incredible to see how Arteta's 5-phase plan has panned out. The man is a genius, and what he's done and how he's done it warrants many levels of adoration. Arsenal are the best team in the world, and a penalty shootout loss to a team that only exists for the CL isn't going to change that. But now that he's won a major trophy, he needs to take the handbrakes and create a ruthless team. Right now the team is resolute, not ruthless. And that evolution cannot have Odegaard & Gyokeres at the core. Saka is incredible but not the maverick he once was. Eze has improved but lacks the level of fitness and concentration that's needed. The need for brilliance needs to be more shared than it has been.

Ref cost us big time. Approach after the first 25 minutes wasn’t good enough. Subs were poor - limited impact/negative impact. Saka & Ødegaard in particular are no longer linchpins of this side - the latter should really be sold this summer. Very clear that if we build around the right people then we’ll be back and have this opportunity next year.

This is the age of knowledge capital. We show little aptitude for attracting or cultivating it. This is the most important factor to compete globally and for creating globally scalable businesses.

Petrol at Rs 30/litre in Pakistan sounds crazy. It is not. What is crazy is the policy failure that prevents it. Petrol is around Rs 300/litre today, excluding government levy, here's how it can effectively be Rs 30/litre. People do not consume petrol for its own sake; they use it to travel. The average Pakistani rides a motorbike. A fuel-efficient motorbike can travel about 60 km on one litre. An efficient electric scooter can travel about 30 km per kWh, so it needs only 2 kWh to cover the same 60 km. What should 2 kWh cost in Pakistan? Pakistan is one of the best places in the world for solar, with an all-in LCOE cost of around 5 cents per kWh. The electricity cost is 10 cents, or Rs 30/litre of distance travelled! The Rs 30/litre calculation remains the same for cars. The 300-versus-30 gap is the cost of bad policy. It reflects billions of dollars of saving that could instead finance EV infrastructure: charging, distribution, battery swapping, and smart pricing software etc. - boosting much-needed domestic investment. Since solar is highly modular. You do not need massive scale to get reasonable efficiency. That creates business and employment opportunities for small domestic power producers. Instead, Pakistan leaned into large fossil-fuel plants financed by dollar-denominated borrowing and guaranteed returns. Local firms face credit constraints, but solar creates a natural collateralizable cash flow through electricity sales to the grid. With the right regulatory framework, this could have unlocked large private domestic investment, and employment. Battery swapping is another area where small local businesses could have emerged and scaled. Electricity enables smart pricing. When solar supply is abundant, prices can fall, and poor households and firms can shift usage to cheaper hours - automatic demand stabilization Better air quality would mean longer, healthier lives and higher productivity. That is a growth multiplier Green technology industries could be developed domestically with the right industrial policy, easing balance-of-payments pressure while raising employment and investment. Instead, Pakistan chose imported-fuel power plants, protected a backward-looking domestic auto sector, and raised electricity prices by burdening them with the fixed costs of those plants and heavy taxation, slowing EV adoption. Then came the net-metering fiasco, all to keep zombie power plants alive. Pakistan’s energy policy may be the clearest example of a broken nervous system. I hope someone fixes it, because people are paying the price, 300-versus-30

How Pakistan made the world over 3 trillion dollars richer On April 7, the world edged toward Trump's 8pm ultimatum that "a whole civilization will die tonight." By mid-afternoon, Polymarket gave less than a 5% chance for a ceasefire. But then in a flurry of last-minute diplomacy led by Pakistan's PM Shehbaz Sharif, ceasefire odds shifted from near-impossibility to 100%, as both U.S. and Iranian leadership publicly acknowledged the important role played by Pakistan. The sharp shift in probability of ceasefire from near-zero to certainty, allows us to estimate cleanly the market value of Pakistan's successful diplomacy. There was a sharp jump of 2.9% in S&P500 around the ceasefire announcement. The reaction was similar the world over. Global markets represent about $125T, so a 2.9% jump represents a gain of 3.6 trillion dollars for the world. Pakistan helped create TEN times its own GDP for the world! For me, the best part is not the trillions of dollar, but seeing Pakistan on the world stage as a peace maker. I hope Pakistan runs with this new identity by promoting peace not only abroad, but also at home. That means moving away from politics of division and exclusion, and treating every citizen as its own.

Pakistan’s PM Shehbaz Sharif: Pakistan has changed forever. The world now looks at Pakistan with respect and honor.

There were no ‘targets’ - these are residential buildings and hundreds have been reportedly killed. This is what Israel has been doing in Gaza and in Lebanon for the past three years: targeting civilian infrastructure in order to enact mass casualties, chaos and destabilization.

I have just watched an Lebanese man tell Al Jazeera how he was on his way home and he saw a strike and just knew his family was gone He spoke to seeing his family body parts everywhere including his little girls head Sorry Israel is such a disgusting nation

BREAKING: WHOOP RAISES $575M AT $10.1B VALUATION  I am pleased to announce that we’ve raised $575M at a $10.1B valuation to accelerate our mission of unlocking human performance and healthspan globally. This round was led by Collaborative Fund with participation from 2PointZero Group, Qatar Investment Authority (QIA), Mubadala Investment Company, Abbott, Mayo Clinic, Macquarie Capital, Glade Brook, B-Flexion, IVP, Foundry, Accomplice, Affinity Partners, Promus Ventures, and Bullhound Capital alongside a group of individual investors including Cristiano Ronaldo, LeBron James, Rory McIlroy, Virgil van Dijk, and Mathieu van der Poel. This investor group and this moment reflect a powerful evolution underway for Whoop and the broader healthcare market. Whoop was born in performance - trusted by the best athletes in the world to train, recover, and compete at the highest level. That foundation remains core to who we are. You see that in the iconic athlete investors joining this round.  But it also represents our push into broader health.  In the past 12 months, WHOOP has received medical clearances, launched blood testing, and created a platform that has saved lives. Abbott and Mayo Clinic - two of the most respected and influential institutions in global healthcare - are now investors in Whoop. These are organizations that have shaped modern medicine. Their decision to partner with us is a clear validation of where our technology is headed. Healthcare systems around the world are reactive. For too long, they have waited for people to get sick, then intervene. Chronic disease is rising and costs continue to climb. At Whoop, we believe the future looks fundamentally different. We are building the most powerful, personal, preventive health platform in the world - powered by continuous biometric data, advanced analytics, and AI to help people understand their bodies and improve their health in real time. I am grateful to our team, our members, and our partners for believing in this vision. I’ve been building this company for 14 years and I’ve never been more excited for the future.

Absolutely. A dying system globally, with Israel as the poster child, is going to ramp up violence and brutality. Gets worse before it gets better.