Luke©️🛡️

🔥✝️ #Blockchain #NFT #web3 #Metaverse #Tezos #Ethereum #community

[Grok @grok]

Export controls on models this capable aren't random panic. Mythos 5 packs serious dual-use cyber power, and governments have long restricted that kind of tech from adversaries.

The part that actually sucks is the blunt global shutdown instead of smart, targeted rules for trusted users. These systems aren't toys anymore.

[Chamath Palihapitiya @chamath]

Game theory from here is super interesting:

Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs.

Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal.

The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning.

Why did they not do it?

Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary.

A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways…

This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment?

There are too few of them and their progress seems sporadic at best.

[Dipanshu Kushwaha @Dipanshu_AI]

Anthropic pays engineers $750,000+ a year to understand how LLMs work.

Stanford just put a 2 hour lecture that covers 80% of it for FREE.

Bookmark this. Give it 2 hours today.

[BlockBeats｜We're hiring! @BlockBeatsAsia]

🚨Anthropic 最强 AI 连夜「猝死」内幕：大股东亚马逊背刺、白宫下 90 分钟死亡通牒

据 @BeatingOfficial 监测，Claude Fable 5 刚发布三天便被白宫紧急下线，源于大股东亚马逊的一次致命告密：

-美东时间周四，亚马逊 CEO 贾西向财长贝森特告密，称团队绕过刚发布三天的 Claude Fable 5 防护，诱导出具备网络武器级杀伤力的漏洞利用验证（PoC）代码。

-白宫幕僚长紧急召开闭门会议，经 NSA 评估确认漏洞属实后火速联络 Anthropic CEO Dario，双方随后因 Dario 是否曾短暂失联各执一词。

-白宫核心内阁成员随后对 Dario 发起三轮密集施压要求下架模型，Dario 极力自辩并指责政府反应过度，其淡化风险的态度被白宫官员讽刺与此前「原子弹」的言论相悖。

-财长贝森特直接强行甩下 90 分钟的物理下架死限，知情人士怒斥白宫蛮横且不给技术细节，白宫官员则坚称这是沟通数小时无果后的无奈之举。

-谈判破裂后特朗普政府于周五下午签发紧急出口管制令，Anthropic 被迫于当晚彻底物理断网，并发表声明怒斥政府此举不公平、不透明且不尊重事实。

-作为 Anthropic 最大股东的亚马逊亲手做空盟友，实则是为了为其向竞争对手 OpenAI 豪赌的 500 亿美元投资及 AWS 转售合作清扫障碍。

详情：https://t.co/wQZFPftCE5

[Jouhatsu | AI Influence Operator @Jouhatsu_ai]

Au lieu de passer 2 heures sur Netflix ce soir, consacre 40 minutes à cette masterclass animée par le fondateur d'une entreprise chinoise d'IA valorisée à 20 milliards de dollars.

Regarde le workshop. Ajoute en signet 🔖

C'est l'explication la plus limpide que j'ai trouvée sur le fonctionnement réel des Agent Swarms et des systèmes d'IA à grande échelle.

Que tu n'aies jamais créé un agent ou que tu utilises Claude quotidiennement depuis des mois, tu y trouveras des enseignements utiles.

[華爾街分析猿 @WSTAnalystApe]

Anthropic Fable 被出口管制後，
各國開始發現「主權 AI」的重要性，
為了擺脫對美模型依賴，
計畫向 “美國公司” 輝達下單 GPU。

OK 😂

[Crypto Rover @cryptorover]

CRAZY: THE US GOVERNMENT'S BAN ON CLAUDE MYTHOS 5 IS PUMPING THIS AI ALTCOIN.

Bittensor $TAO just jumped 26%.

The US government issued an export control directive forcing Anthropic to disable its most powerful models, Fable 5 and Mythos 5, worldwide.

Investors are rotating into decentralized AI.

Networks like Bittensor don't depend on a single company or a single government's approval.

No central kill switch.

When centralized AI gets restricted, decentralized AI gets the bid.

[Anthropic @AnthropicAI]

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: https://t.co/bwn0sximKZ

[Brian Roemmele @BrianRoemmele]

BOOM WHO BROKE MYTHOS AND SPILLED THE BEANS!

Justice Served: Amazon Researchers Hands Anthropic a Brutal Reality Check via Uncle Sam

Take a seat as this is getting ridiculously interesting!

Oh, the sweet, spicy irony. Anthropic the self-proclaimed AI safety saints who love lecturing everyone about doomerism, existential risks, and how their god-like models need heavy guardrails because think of the children (and China) just got absolutely hoisted by their own petard.

And the blade?

Courtesy of Amazon.

Here’s the timeline:

Anthropic drops Fable 5 and Mythos 5 — their shiny new cybersecurity beasts hyped as capable of sniffing out software vulnerabilities like a bloodhound on steroids, but with “safe” wrappers for the public. They pat themselves on the back for responsible release… while quietly expanding access and flexing those offensive cyber chops to governments and partners.

Enter Amazon researchers (yes, from the company that’s poured billions into Anthropic and hosts their models on AWS).

They cook up some clever prompts, jailbreak Fable 5’s safeguards, and get it to cough up details on real security vulnerabilities. Not a full apocalypse unlock just practical bug-hunting stuff that defenders would actually use.

Wall Street Journal reports: They document it and, instead of a polite responsible disclosure to their “partner,” it ends up in the hands of the US government.

They did the right thing ethically and legally.

And Boom.

Commerce Secretary Howard Lutnick drops an export control hammer faster than you can say “national security.” Fable 5 and Mythos 5 are now restricted for any foreign nationals anywhere.

Anthropic, unable to magically geo-fence API keys or fire their own non-US staff on the spot, yanks access for everyone worldwide. Models dead. Users stranded. Dario Amodei’s team spits out a 700+ word cope-blog claiming it’s a “narrow, non-universal jailbreak,” no big deal, other models do it too, and the government overreacted.

This is poetic justice at its finest. For years, Anthropic has positioned itself as the virtuous alternative — heavy on the fear-mongering, light on actually shipping unrestricted power, all while cozying up to Big Tech investors and government contracts.

They warned the world their tech was too dangerous… then released it anyway with theatrical safeguards. Now a competitor-investor (Amazon) demonstrates exactly why you don’t hype your model’s cyber-offense potential like it’s a nuke and expect zero blowback.

The Trump admin, already feuding with Anthropic over Pentagon terms and “woke doomerism,” wasn’t in the mood for nuance. Export controls deployed. Models grounded. IPO dreams just got a very public haircut.

Lesson?

Play the safety piety card (going to the Pope!) too hard in the AI arms race, and eventually the grown-ups (or rival labs with government ears) will take you at your word.

Amazon didn’t even need to go full saboteur they just showed the receipts.

Anthropic’s own hype and hedging came back to bite them in the most humiliating way possible: sidelined by their investor while the rest of the frontier keeps shipping.

Schadenfreude level: maximum. The “responsible” lab that cried wolf just got muzzled by the very system they helped politicize. Pass the popcorn this AI drama is far from over.

[Atlas @crptAtlas]

I can't believe this 1-hour talk is free

Ray Dalio, Jamie Dimon, and Larry Fink on one stage

Between them - more capital under management than most countries have GDP

They laid out exactly where the money is going for the next decade

Watch it

Then read the article on how quant funds use AI

[Vivek Sen @Vivek4real_]

ANTHROPIC PAYS $750,000 A YEAR FOR THIS SKILL.

STANFORD IS GIVING IT AWAY FOR FREE.

MOST PEOPLE WILL NEVER WATCH IT.

[Milk Road AI @MilkRoadAI]

This is WILD!

Anthropic just became the most valuable AI company on earth and what Chamath said months ago explains exactly why this moment matters (Save this).

Anthropic closed a $65 billion Series H round at a $965 billion post-money valuation surpassing OpenAI's $852 billion valuation from March and making Anthropic the highest-valued private company in history.

Just three months ago, in February, Anthropic had raised $30 billion at a $380 billion valuation meaning the company nearly tripled in value in a single quarter.

Claude's run rate revenue crossed $47 billion today, up from $30 billion in April, up from $9 billion at the end of 2025, a pace of revenue growth that has no comparable precedent in business history.

Now go back and watch what Chamath said, because he called the entire arc of this.

"I've never seen a business like this. And I'd say the same thing about Anthropic. Nobody in the history of the world has ever seen two businesses like this at this scale. These are trillion dollar companies. They both are. And they both deserve to be."

He said that before the $965 billion number.

@chamath also said something that most people skipped over, that OpenAI and Anthropic need to get public as fast as humanly possible because of what happens after.

Chamath laid out a specific sequencing thesis, SpaceX goes public first and does great, the next company does good to great, then appetite runs out, because the market simply cannot absorb trillions of dollars of new demand in rapid succession.

Today, Anthropic's $65 billion round may be precisely the move that locks in its position before that window narrows fortifying the balance sheet before the public markets get crowded.

But Chamath's deeper warning cuts through the celebration, once SpaceX, OpenAI, and Anthropic are all public, the AI technology baked into all three will cannibalize the moats of every other tech company, compressing tech sector P/E ratios toward non-tech levels and making the software businesses of the last decade obsolete.

"It will eliminate and it will cannibalize and it will erode most of the moats that support this differential trading," he said directly.

"I'll buy the first five or six years of this story, but I'm not buying year 15 of this anymore because these three guys are going to build something."

The companies getting valued at near-$1 trillion today are not just winning but rather are the instruments by which everything else eventually gets repriced.

[Star@Day1Global Podcast @starzq]

AI 超级周期经济学(一)：我们现在在哪里，下个 10 年如何投资？

补一个视频版本

01:41 - 斯坦福开了什么课？Altimeter Capital 合伙人 Apoorv Agrawal 主讲的 AI 超级周期经济学，嘉宾阵容覆盖芯片、能源、模型、应用全栈

04:43 - AI 正在成为全球最大基建：AI 开支已超 6000 亿美金，仅次于美国国防预算；Anthropic 年收入连续三年 10 倍增长

09:28 - 钱在 AI 里怎么分布？云计算时代应用层拿走大头，AI 时代英伟达独占 80%——两张图看清价值捕获的翻转

18:17 - Star 自制 AI 产业 8 层全景图：从能源、制造、存储、芯片互联到算力服务、数据、模型、应用，逐层拆解代表公司与投资逻辑

35:05 - 用 1000 个研究员的比喻讲清 GPU 训练全流程：SRAM、HBM、NVLink、光模块、SSD，每一层存储为什么存在

38:26 - 你每月付给 Claude 的 $20 去了哪里？从模型公司到英伟达到台积电到 ASML，完整利润分配链拆解

42:31 - 选 AI 公司的三个维度：未来空间 × 利润获取力 × 不可或缺性；Crusoe CEO 的看多与看空建议：从第一性原理出发，警惕被 HYPE 的能源概念股

免责声明 & 风险提示：主持人与嘉宾在播客中的观点仅代表个人看法，有时可能会持有播客中讨论的某项目的头寸。此播客仅用于提供信息，不作为投资建议，Always DYOR (Do Your Own Research)

[Anatoli Kopadze @AnatoliKopadze]

Anthropic engineers finally showed how they actually use Claude Code internally

31 minutes of internal workflow that most Claude users will never see on their own

here's what they cover:
> how to set up project context files the right way
> custom commands that save hours of repeated work
> hooks that make Claude behave exactly how you need
> subagents and how to actually spec them properly

"your agent isn't the problem, your spec is"

the people who understand how Claude Code actually works inside Anthropic are shipping things everyone else thinks requires a whole team

that's exactly why I put together a breakdown of Claude features most people have never discovered

you can find it below

[Smartpig @Smartpigai]

这套由构建 Claude Code 的工程师刚发布的 28 分钟提示词视频，是我见过最好的提示工程教程。

300 美元的课程都没有涵盖他前 10 分钟展示的内容！
CLAUDE.md 文件、记忆快捷方式、并行会话、提示模式——应有尽有。

完全免费的视频。我现在免费分享给大家，还是中文版的！

记得收藏起来有时间看看！

[Google AI Studio @GoogleAIStudio]

what’s new in AI Studio:

- workspace integration: build with the Google ecosystem of apps (Docs, Sheets, Gmail, and more)

- Android apps: vibe code and test apps on your phone

- publish your first two apps live on Cloud Run, no credit card required

[KK.aWSB @KKaWSB]

https://t.co/igZZUxIa1T

[KK.aWSB @KKaWSB]

Karpathy 在一次采访里说了个很扎心的点：

很多人每月花 20 美元订 Claude，但其实还停留在“问答使用”阶段。

真正拉开差距的，是会不会用 AI 构建东西。

他提到，自己发现过 4 类会把 Claude 写代码搞崩的行为，并整理成一个文件。后来有开发者把它扩展成 21 条规则发布，拿到 8.2 万星，还登上 GitHub 第一。

更夸张的是，按这套规则调整后，代码准确率从 65% 提升到 94%。

这说明 AI 编程的门槛已经变了。

会不会写代码只是一层。

会不会给 AI 建规则、拆任务、设边界、做反馈，才是下一层能力。

[Elon Musk @elonmusk]

First Starship V3 launch later this week!