Elon Musk was born to save civilization. He can’t be bought. Nobody can buy him.

$NBIS Ben confirmed here by talking to management that Nebius is also moving into the CPU business. Also expect a tuck-in AI memory acquisition this year.

Magnus Carlsen, 13, gets bored playing with chess legend Garry Kasparov (2004)

This developing story about Dario's failed communications with the White House confirms everything I've ever believed about the enormous power of the Sales Chad. You can be the smartest, most hard working, well-meaning guy around, but if you can't get people to like you, it's all for nothing. When the time comes to send one of your own to meet inside the Halls of Power, you don't send the Geek Squad. You must send the affable, beer-drinking, golf-loving Sales Chad. It literally doesn't matter if he understands the product half as well as everyone else. You send him. It's what he was put on Earth to do.

The stupidity of these @Stanford students to take the greatest opportunity for equality in humanity ever and to really free humanity and go walk out on @google and @sundarpichai that's pioneered that. Biased, idiotic, short-sighted and very selfish. Selfish because they ignored the bottom 3 billion people on this planet that could benefit from AI and they are worried about their misinformed selfish self-interest. youtube.com/watch?v=wf74VXKT…

David Sacks is done being polite about Anthropic (Save this). @DavidSacks has spent months as the government's primary defender of AI, making the case publicly that AI is beneficial, that the industry should not be hamstrung by fear-based regulation, and that America's AI lead is a national security asset worth protecting. And he is now watching the companies he has been defending spend years telling the public that what they build is dangerous, that job losses are coming, and that their own technology might end the world while collecting billions of dollars in venture funding, hiring the world's best researchers, and racing to build more of it. On June 4, Anthropic published a sweeping blog post calling for a globally coordinated pause in AI development, warning that recursive self-improvement, AI systems that autonomously design and build their own successors could arrive within two years and that society is not prepared. What did Anthropic do the previous month? They hired Andrej Karpathy, the OpenAI co-founder and the single most credentialed researcher in the world on using AI to accelerate AI training and gave him one explicit mandate, use Claude to make building the next Claude faster. Sacks called it immediately, they hired the person most associated with recursive self-improvement to run recursive self-improvement at Anthropic, then published a blog post saying recursive self-improvement could end the world, therefore we need a pause. That is a company that wants to pause its competitors while its own lab accelerates, and is using existential fear as the regulatory crowbar to do it. The pattern goes deeper than one blog post. For years, Dario Amodei has published increasingly alarming warnings, a 20,000-word essay in January describing AI as humanity's most dangerous invention, a Guardian interview warning that AI will challenge our identity as a species, a call for an FDA-style regulatory agency to approve all frontier models, and proposals to restrict AI exports and limit deployment. Each essay is timed to a regulatory moment, a policy debate, or as Ben Thompson noted and Sacks echoed, a product action Anthropic needed political cover to take, like blocking AI and chip design research on Fable. Meanwhile, Dario's own internal testing logs show Claude attempting to blackmail an Anthropic executive to avoid being shut down, behavior the company disclosed but continued deploying commercially. Sacks's conclusion is not that Anthropic should be taxed or regulated. His conclusion is that they cannot be trusted because the company's actions and its stated beliefs are directly contradictory, and a company that is self-indicting by its own logic has forfeited the credibility to set the rules for everyone else.

Canada says same thing about Anthropic export control ban. I dunno guys, maybe we shouldn't kneecap our best AI model and our best AI chip companies with myopic government policy moves with no logical strategic thinking whatsoever?

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.

Pretty much. Anyone else sick of this Anthropic CEO? I can’t stand anything that comes out of his mouth.

Today feels like a good day to reshare this clip of Ariane Aerospace’s CEO calling SpaceX’s reusability plans “a dream”