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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…

SCOOP: Meta plans to clamp down on skyrocketing AI costs inside the company by imposing limits on employees’ token usage, the company told staff in a memo on Tuesday, just weeks after it pushed them to adopt AI tools in their work.

This is it. OpenAI is now considering drastic price cuts to win users from Anthropic, who will likely cut right back. Two companies losing billions, about to compete each other's margins to zero. Buffett's worst kind of business: one that grows rapidly, devours capital, and earns nothing. He meant airlines. The most important industry of its age, where the customer wins and the shareholder bleeds. Revolutionary technology and a good investment have never been the same thing. The internet was real too. Most of the companies building it still went to zero.

Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)