Simon

CEO @Cheeze

[Simon @Hudson]

@samconnerone @arc 🚀

[Circle @circle]

Introducing Circle Agent Stack: financial infrastructure for the agentic economy.

Agent Stack gives agents the tools to:
→ Hold and move USDC through Agent Wallets
→ Discover services through Agent Marketplace
→ Execute repeatable financial actions through Circle CLI

All within defined permissions and guardrails.

Explore the site: https://t.co/uNiXJOTAjy
Read the blog: https://t.co/RMtPokSvZQ

[Simon @Hudson]

grep & glob - Is it just me or has @claudeai become dumber over the weekend? Is it time to move to @OpenAI and Codex? Opus 4.7 is not what it used to be, that's for sure.

[Simon @Hudson]

@conductor_build anyway to remove the steer function you recently added. made the tool unusable tbh as agent sacks off current task to start new one.

[Simon @Hudson]

I'm excited for June

[Simon Taylor @sytaylor]

https://t.co/5aZHuocHhG

[Simon Taylor @sytaylor]

🚨 JUST IN: Amazon, Microsoft, Meta, Salesforce, and Stripe just joined Google's UCP.

The protocol war for agentic commerce is over.

Google's UCP won

Here's why 🧵

[Simon @Hudson]

Let’s go!

[Claude @claudeai]

Introducing Claude Opus 4.7, our most capable Opus model yet.

It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.

You can hand off your hardest work with less supervision.

[Circle @circle]

Introducing Circle Skills: open-source AI skills for building with @USDC, EURC, @Arc, and Circle’s developer platform.

Developers and AI agents can use them with Cursor, Claude Code, Codex, and any agentic tooling that supports skills to generate better integrations for stablecoin payments, crosschain transfers, wallet operations, and smart contract logic.

As the agentic economy grows, the context provided to AI systems becomes just as important as the code itself.

Use it now: npx skills add circlefin/skills

https://t.co/sMadhqm6hr

[Mastercard @Mastercard]

https://t.co/Wm0YZ2expr

[Simon @Hudson]

Really great article on where we are heading - it’s getting exciting out there folks

[Simon Taylor @sytaylor]

https://t.co/NBS6LOrdeV

[Simon @Hudson]

@Rahim_mahtab You are a good man Rahim. Stay safe brother

[Simon @Hudson]

AI is crazy

[Min Choi @minchoi]

This AI ad is wild 😂
https://t.co/Oy2Sencny8

[Simon @Hudson]

@trq212 Big

[Simon @Hudson]

@sytaylor I have never had so much coffee and my Apple Sleep monitor is cooked. Exciting times though

[Simon @Hudson]

@garrytan This with Wispr flow on the phone. The game just changed

[Simon @Hudson]

The TLDR you need this morning

[Shanaka Anslem Perera ⚡ @shanaka86]

A blog post just wiped $30 billion off IBM in a single afternoon.

Not a product launch. Not an earnings miss. Not a competitor undercutting on price.

A five-minute blog post explaining that Claude can read COBOL.

IBM dropped 13%. Worst single-day loss since October 2000. Twenty-five years of stock resilience ended by one AI company publishing a capability update.

Here’s what happened:

95% of ATM transactions in America run on COBOL. Hundreds of billions of lines power banking, airlines, and government systems. The developers who built them retired decades ago. The knowledge left with them. Finding engineers who can even read COBOL gets harder every quarter.

IBM’s moat was never the technology. It was the fact that nobody else could understand it. Entire consulting empires existed because the code was too old, too tangled, and too critical to touch. Companies paid IBM billions because the alternative was catastrophic system failure.

Then Anthropic published a blog post saying Claude Code can map dependencies across thousands of lines of COBOL, document workflows, identify migration risks, and translate legacy logic into modern languages. Modernization in quarters instead of years.

The market heard: the priesthood just lost its monopoly on the sacred language.

And this isn’t the first time. Last week Anthropic announced Claude Code Security for vulnerability scanning. CrowdStrike dropped. Okta dropped. Cloudflare dropped. One company is serially destroying legacy moats with blog posts.

Now here’s where it gets surreal.

This same company, on the same day, also published evidence that three Chinese AI labs ran 24,000 fake accounts and 16 million exchanges to steal Claude’s capabilities. DeepSeek used it to build censorship tools. MiniMax pivoted within 24 hours when a new model dropped, redirecting half its traffic to steal the latest version.

And yesterday, the Pentagon summoned this same company’s CEO for what officials called a “sh*t-or-get-off-the-pot meeting,” threatening to blacklist them like Huawei for refusing to let the military use Claude without safety restrictions.

Three stories. One company. Twenty-four hours.

The company destroying legacy moats faster than the market can reprice them is simultaneously being threatened by its own government and looted by foreign competitors.

Anthropic is valued at $380 billion. Its CEO says a 12-month delay in AI would make him bankrupt. The Pentagon wants to designate it a supply chain risk. Chinese labs are running industrial espionage against it. And it just proved it can vaporize $30 billion in market cap with a Monday morning blog post.

Whatever you think about AI disruption, IBM’s stock just settled the argument.

Full institutional analysis on my Substack.

https://t.co/AEv8EMPdsZ

[Simon @Hudson]

Greg nailed this

[GREG ISENBERG @gregisenberg]

https://t.co/8bNYtMgXnp

[TBPN @tbpn]

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft.

And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them.

"For every one page that OpenAI sees, Google is seeing 3.2."

"What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

[Claude @claudeai]

Introducing Claude Code Security, now in limited research preview.

It scans codebases for vulnerabilities and suggests targeted software patches for human review, allowing teams to find and fix issues that traditional tools often miss.

Learn more: https://t.co/n4SZ9EIklG