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.

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Just started watching - The Titan Story. Loving it so far, act, craft and the performances, along the vibe of Old Mumbai and India of the 80s/90s. More that anything, what I really admire that we have started telling & sharing stories of building companies & brands, and also showcasing that building something of value is always a collective effort of many people - builders and believers. Good one and must watch!

Minutes before my Series A partner pitch at Sutter Hill, my co-founder in NYC called me to wish me luck but I could hear a little tremble in his voice and I heard some chaotic shouting and sirens in the background. This was to be expected in NYC, but out of abundance of caution I asked how things were going. Without missing a beat he said, "Yep, everything's great. Numbers look good, systems going, sales up, ***lowers voice and whispers*** "the office is on fire", retention looks good" The Indian restaurant below @yext had caught fire and the flames scrotched through our conference room on the 2nd floor, burning the building. The fire department arrived with axes through the glass windows to save people from open flames right before, across the country, I opened my laptop and told Tench Coxe, Andy Sheehan, @laserlikemike, @sampullara how Yext was going to burn down local listings. The round closed. So did the office.

5 DAYS TO GO In 5 days, 2,000 wealth management leaders, advisors, asset managers and innovators will be in Boca Raton sharing ideas, making connections and talking about what’s next for the industry. If you're not on the list yet, now’s the time. #WMEDGE #FinancialAdvisors

POV, cont.: You poke around. Several blogs indicate that Norse is offloading significant parts of its customer service to AI. Its job title for customer service workers is "Customer Service AI Manager." Reddit paints a bleak picture of how good your prospects are 🧵2/3

Enterprise exec: “if I see one more startup try to sell me their transformation with slides generated by Claude, I’m calling up McKinsey” DONT USE CLAUDE SLIDES TO FUNDRAISE CAPITAL OR SELL A TRANSFORMATION!

I am with Nithin on this. What Google was doing was completely unethical and I am glad it has been found illegal in India. They need to be held to account for these shady business practices.

Companies are starting to question whether soaring AI spending is delivering meaningful returns. An AI consultant tells us a client recently spent half a billion dollars in a month after failing to put usage limits on Claude licenses for employees. axios.com/2026/05/28/ai-spen…

NEW: Amazon has reportedly scrapped its internal AI leaderboard as costs soared, with a senior executive telling staff: “don’t use AI just for the sake of using AI.”

This is what we've been seeing with every company we work with. Try justifying spending 100k on token spend when only 18k even makes it to a stable prod feature. In the rush to maximize AI token spend, companies are wasting over 44% on bug fixes

Which AI model is best for the financial work our customers do? We built the Big Finance Bench to find out. 928 questions written by ex-finance practitioners, scored against more than 15,000 rubric criteria, used to rigorously analyze ten frontier models across the workflows that run inside banks, PE firms, and asset managers. The first benchmark of its kind for finance. The findings surprised us. Read more on our blog.

Uber’s COO has said that it’s getting “harder to justify” its AI costs because there was no way to show a link between AI spend and any meaningful increase in useful features. This is the first time I’ve seen a company say this directly. businessinsider.com/uber-coo…

Team @GoPitCrew is in Washington DC next week at #Synergy26 hosted by TradePMR Connect directly with our team members for a hands-on deep dive into PitCrew's agentic platform for Financial services. @TweetSamG @rameshmay @arnavgoel_

New on the Engineering Blog: The access and permissions we grant agents should evolve with their capabilities. In our own products, we set these parameters through sandboxing, which limits the scope of any potentially destructive actions. Read more: anthropic.com/engineering/ho…