The letter reached Dario Amodei Friday night, around 9:47, and by the time I left the building the sequence was already closed. I am the Deputy who ran the interagency process on Claude Mythos 5 / Fable 5, and it took an afternoon. Andy Jassy had told Scott Bessent that Amazon's own researchers used Claude Fable 5 to pull cyberattack-useful material out of the model. Bessent called me. I called Commerce. By Saturday morning, Fable 5 and Mythos 5 were dark for every user on earth. People ask why I trusted Amazon. Amazon put roughly eight billion dollars into Anthropic, a stake the cap table now carries near seventy-four billion, and a man does not call a Cabinet secretary's cell on a Friday to put a number like that at risk unless he has already decided how the call should end. Jassy decided. Seventy-four billion at risk. That was the number I weighted. Then I picked the instrument. A safety review takes weeks, because you have to convene the reviewers, argue the capability, survive the dissents, and stand behind a written finding that someone can later prove wrong. An export-control order takes a signature. I treated Fable 5 the way we treat an advanced chip, put the weights on the same control list as the silicon they run on, and because showing those weights to a foreign national inside our own building counts as an export, I barred foreign-national access worldwide, including Anthropic's own foreign-national staff, overnight. That same week we cleared the advanced chips themselves for sale to China. The silicon shipped. The model a Chinese national could touch on US soil went dark. Export control does not require you to be right by Monday. That is why I used it. Then the collateral, and I will be precise, because it is what closed the file for me. The ban cut off AWS, Amazon's own cloud, the one Anthropic had pledged about a $100 billion dollars to run on, which means the partner who reported the threat severed his own data centers to land the finding. He took the loss himself. That settled it for me. One of Anthropic's own engineers, a green-card holder, lost access Saturday morning to the model she had spent two years building. Her code is still inside it. She can no longer open the thing she made. I noted that the rule was working as written. I never ordered the models pulled. The finding was briefed to us out loud. Nothing on the record, no exhibit, no written determination, just Sacks describing the source as a highly credible trusted partner, and credible was enough. My ask to Dario was three words. Fix it or pull it. I put it on a recorded line so the choice would be his on the record, and when he would not accept my read he pulled both Fable 5 and Mythos 5 himself, for every user on earth. I signed nothing that made him. Anthropic came back with a rebuttal. The jailbreak was narrow. OpenAI had shipped the same capability in GPT-5.5 that same month, and the letter named no specific national-security detail. All true. GPT-5.5 had no investor with a reason to call, so GPT-5.5 got no letter. Before this weekend, no frontier model had ever been pulled from the public by this government. Now one has, and the procedure has been tested in production. The list had no names. Now it has mine.

SpaceX is the most overhyped IPO of the decade and it will end exactly the way every overhyped IPO ends. Facebook IPO’d at $38 and traded under that for 15 months. Uber IPO’d at $45 and is still below that adjusted seven years later for a while. WeWork tried at $47 billion and ended at zero. Robinhood IPO’d at $38, hit $85, then $7. Coinbase IPO’d at $381 and was at $40 two years later. Rivian IPO’d at a $100 billion valuation with no meaningful revenue and gave back 90%. Beyond Meat. Peloton. Lyft. DoorDash. Bird. Each one a “generational company” the day it priced. Each one a wealth destruction event for retail within 18 months. The pattern is not a coincidence. Hype IPOs are designed to transfer wealth from the people buying the story to the people who built the story. The bankers get paid. The early employees get out. The VCs get a markup they can show their LPs. The retail investor gets the bag. SpaceX is a great company. That has nothing to do with whether it’s a great stock at IPO. Greatness was already priced in five funding rounds ago. You are not getting in early. You are buying the exit. The only IPO worth chasing is the one nobody is talking about. Those don’t exist anymore because every IPO is marketed like a movie release. So the answer is: don’t chase. Wait two years. Buy it down 70% when the lockup unwinds and the narrative breaks. Or don’t buy it at all and put the money somewhere the bankers haven’t already extracted the alpha. Hype is not an asset class. It’s a tax.

Did you know, they say all the gold that has ever been mined could fit in no more than three Olympic swimming pools? Scarce. Enduring. Global. The asset is ancient. The rails don’t have to be. XAU₮. Gold made easy.

Linux ❤️ Keet is available on Flathub flathub.org/en/apps/io.keet.…

1/5 I'm a cardiologist. I have spent twenty years watching cholesterol destroy arteries, trigger heart attacks, and kill people I care about. Today, Eli Lilly presented data that may begin to end that era. VERVE-102. A single infusion. One dose. It uses base editing to permanently turn off the PCSK9 gene in your liver. Presented today at the European Atherosclerosis Society Congress: 88% reduction in PCSK9. 62% reduction in LDL cholesterol. Sustained up to 18 months. No treatment-related serious adverse events. One infusion. Not daily pills you forget to take. Not monthly injections. One dose — and your cholesterol may stay low for the rest of your life.

Ok, enough talking. Introducing Wiretrap: Agentic Mobile App Reverse Engineering. @teller connects to over 7000 financial institutions, providing developers with a single API to integrate against. We connect using private APIs discovered by reverse engineering their mobile apps. This is a huge engineering cost (we have to analyze every app update to check for API changes), and obtaining accounts at those banks to be able to use their apps and map out the API interactions we need for our own API clients is an operational nightmare. Both are major blockers to supporting more institutions, countries, and product types, especially ones that are not practical to obtain at every bank, e.g. student loans and mortgages. Wiretrap solves for both problems. Wiretrap intercepts network requests a mobile app makes and injects symbolic responses that allow an agent to discover the underlying API contract by simply observing what the app does with them. It can override individual values to trigger different flows, allowing agents to completely map out an entire API without a single request hitting the bank. Check out this brief video of an agent using phony credentials to log into Chase (the request is intercepted by Wiretrap and never hits Chase's API) to get to the account dashboard. Note the symbolic value "req_058.response.body.bankingAccountOverviews[0]. businessName" displayed in the app UI, representing the request and key path the value originated from allowing the agent to join what is displayed on screen with what "went over the wire". Everything you see is inferred by observing how the app interacts with Wiretrap's symbolic responses. Another @teller world first :)

With qwen 3.6 27b being even better than expected You literally need to acquire a 3090 NOW I’m not joking 3090s are going to explode more than they have Look at what they did with 27b That’s one lab, what is everyone else cooking up You think this is the best it’s ever going to be This is the worse it’s ever going to be