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.

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.

OpenAI now just needs to sandbag the next model release So the US doesn't export control them So they gain massive market share It's imperative that all the OAI employees don't vauge hype post their next model release as the greatest thing ever Don't know if they are capable tho

Local LLMs are the Great Leap Forward for Inference. Every laptop is it's own datacenter, sovereignty over your own tokens, and the people can seize the means of token generation. And that's why it's destined for poor results. (1/4)🧵

China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration newsletter.semianalysis.com/…

Qualcomm is a piece of shit supplier to anyone trying to innovate on the edge, especially startups. My client is trying to buying ~500,000 of SoCs and wants them to be American because patriotism. Instead Qualcomm has them waiting months to even get pricing, just to be quoted with 80% margins at lead times that are not competitive with overseas suppliers. They're about to ship the M1: 37g, IMU, Camera, NPU, CPU, WiFi/BT, entirely hardware synchronized and designed for mass-manufacturing. Hundreds of thousands pre-ordered, scaling to millions, for next-gen devices for robotics, automotive, night vision... Client wants to build American but the way Qualcomm is engaging right now means we have to keep building perception and compute systems with overseas suppliers. Mediatek priced it better and more competitive lead times. The China suppliers such as Rockchip are even faster but cant do that.

Personal update: I’ve decided to leave OpenAI. I’m proud to have been part of the custom chip program and grateful to everyone I got to build with and learn from along the way. The density of hardware talent on that team is extraordinary, and I don't think there's a better chip design team anywhere. It's been a wild journey from second hardware hire, 2.4 years ago, to now, and I'm excited to watch these chips become one of the most important engines of AGI. At the same time, I haven’t been able to shake the pull to climb a new mountain from the bottom again! I joined @AnthropicAI this week because I was deeply impressed with the team’s talent, values, and ambition, and I'm already energized by the pace and intensity of the past few days. It’s time to build.

Dude.

To Boldly Go: The Case for Space Datacenters Space DC Total Cost of Ownership Explained. Unpacking constraints from Terrestrial DCs and Chip Production. Space-Earth Parity in the late 2030s, Space DCs could start to be viable even sooner. newsletter.semianalysis.com/…