TinderSchwindler.sol

„No Risk, No Story.“ - Just Click, 2017

[TinderSchwindler.sol @Schwindler_sol]

WE COMIN FOR THE ALL TIME HIGHS 🏔️

[FIFAワールドカップ 🏆 @FIFAWorldCup_JP]

蒼き魂とプライドを胸に、世界に“挑”め 🇯🇵🔵

リポストで団結しよう 🗾🔁

#FIFAWorldCup

[SightBringer @_The_Prophet__]

⚡️This is a monster signal.

This is the moment frontier AI stops being treated like software and starts being treated like controlled strategic capability.

The key phrase is not “customers.”

The key phrase is “foreign national Anthropic employees.”

That means the state is no longer only controlling chips, model weights, or overseas access. It is moving into cognition access by nationality. That is the real threshold. The U.S. government is saying the highest models are sensitive enough that even people physically inside the United States, working inside the company, may be barred from touching them if their nationality creates deemed-export risk.

That is weapons-control logic.

This is ITAR logic for intelligence.

The corporate language about a “misunderstanding” is probably diplomacy.

Companies say that when they need to preserve customer trust, employee morale, and regulatory room. But national security authorities do not force emergency suspension of top model access because someone made a minor paperwork mistake.

Something about Fable 5 and Mythos 5 crossed the line: cyber capability, autonomous R&D acceleration, AI-improving-AI utility, bio/security planning, code exploitation, or some blend of all of it.

The U.S. state just showed that Anthropic does not fully control Anthropic’s frontier layer.

That is the phase change.

Labs can brand themselves as public-benefit AI companies. They can talk about safety. They can sell enterprise plans. They can publish model cards. But once the models become national capability, the sovereign arrives. The state does not need to own the company to control the access surface. It only needs legal authority over export, security, procurement, and liability.

This confirms the arc we’ve been tracking:

Frontier AI becomes state-supervised strategic infrastructure.

Public AI splits from strategic AI.

Foreign access gets restricted.

Labs become quasi-defense contractors.

Model access becomes a national security perimeter.

Enterprise customers learn that API access is not property. It is revocable permission inside a sovereign-controlled stack.

The most important implication is organizational.

If foreign national employees can be cut off from frontier systems, AI labs now have to reorganize internally around citizenship, clearance, compartmentalization, and controlled access. That breaks the old Silicon Valley assumption that global talent can freely collaborate around the frontier. The next AI lab structure looks less like Google in 2015 and more like a defense prime crossed with a classified research facility.

For markets, the winners are the national champions with U.S.-aligned infrastructure, cleared customer channels, government relationships, compliance capacity, and domestic compute. The losers are open access, foreign-dependent AI wrappers, offshore model distributors, and any enterprise whose moat depends on unrestricted access to frontier APIs.

For geopolitics, this is escalation. China will read this correctly. Allies will read this correctly. Every serious state will understand that frontier models are now part of national power.

The AI race just moved from “who has the best chatbot” to “who controls cognition as a strategic asset.”

[GRITCULT @GRITCULT]

Learn to confidencemaxxx and watch reality bend your way. Winners act like winners. This is your sign to start believing in yourself. This is your sign to start becoming delusionally confident in yourself and the fact that it will all work out.

[Andrej Karpathy @karpathy]

This is a super exciting release - Claude Fable 5 is the same underlying model as Mythos but with added safeguards. The benchmarks are great and it's SOTA on everything by a margin but I'll add that *qualitatively* also, this is a major-version-bump-deserving step change forward (imo of the same order as Claude 4.5 was in November), peaking especially for long problem-solving sessions on very difficult problems. You can give it a lot more ambitious tasks than what you're used to, the model "gets it" and it will just go, and it's never felt this tempting to stop looking at the code at all (but don't do this in prod!). The model still has quirks that people will run into and the safeguards are configured to be a little too trigger happy for launch, which can hopefully be tuned over time.

I feel a lot of things changing as working software increasingly comes out on a tap. The Jevon's paradox kicks in and I feel my own demand for software growing substantially. You can ask for anything - explainers, visualizers, dashboards, bespoke single-use apps (e.g. a full wandb that is hyper-specific just for your project), you can 10X your test suite, auto-optimize code, run giant research projects with custom HTML for the results, anything! "Free your mind" (Matrix ref). Really looking forward to all the things people build!

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[Alex Finn @AlexFinn]

AI subscriptions are dead

Claude Fable 5 will only be on the Anthropic subscription until June 22nd. After that, you will need to pay for usage per token

This will be the start of a much larger trend

Frontier models will no longer be included in subs

You’ll pay a fee and it will only get you access to older, much cheaper models

If you want access to that dank AI sour diesel, you’re going to need to pay for every token you use. No more subsidies

And it make sense. The subsidies were just a Ponzi scheme

For those that don’t know, when you pay $200 a month for an AI sub, you get thousands of dollars of tokens

These AI companies actively lose tremendous amounts of money because of these subscriptions. GDPs of most countries every year are lost on your $200 Claude Max sub

The investor money is running dry. IPOs are coming because of this. And with IPOs need to come profitability

The golden age of paying $200 a month and being able to code on 40 Claude Code instances and getting a usage reset every 5 minutes are about to die

The party couldn’t continue ever. You can’t just leverage the entire global economy for years and expect nothing to break. Now it’s time to pay up

Means a few things:

1. Time to be responsible when it comes to which models you use. You don’t need Fable 5 for GPT 5.5 Xhigh for everything. Build the skill of knowing when to use cheap models

2. Local LLMS/hardware will come even more in demand. I’m currently running GLM on my Mac Studio. It’s great. Is it Fable? No. But it gets the job done for free on simple tasks. Learn about local LLMs

3. This is the beginning of the wealth gap expansion. Those that can afford to spend $10,000 a month on Fable 5 will build incredible products that eat up more and more of the economy. Those that can’t afford Fable 5 will have an insane disadvantage

4. The government will need to step in eventually. There will be too much civil unrest. I hope the answer isn’t free money. That won’t do anything. I hope the answer is education/access to AI resources for ALL. Universal Basic Opportunity

5. You need to seriously reconsider where your money goes every month. If you are complaining about AI prices and in the back of your mind you know your skill set is becoming quickly irrelevant, all while spending money every month on Netflix, Xbox Live, Paramount +, drugs, DoorDash, Uber, and other things that bring nothing positive to your life, you are simply doing it wrong. AI is an investment in yourself. It’s an investment in your relevance to the global economy. You need to make sure you make that investment

The pieces on the board are quickly moving around. The rules are changing. The battlefield is shifting. If you’re not strategizing accordingly, you’re cooked.

[ポケモン公式 @Pokemon_cojp]

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30周年ならではの特別なカードがたくさん登場するよ。
本日公開されたポケモンカードゲームの30周年特別サイトで、ぜひチェックしてね。
https://t.co/tuj2uZd8lX #ポケカ #ポケモンカードゲームMEGA

[GREG ISENBERG @gregisenberg]

I can't believe how fun building a company is right now is.

The weird part is it doesn't feel like work anymore. New AI models/tools/repos keep coming out making the impossible possible.

My ONLY anxiety is making sure I don't waste this precious moment and keeping up with the updates of all the new tools/AI models.

AI is creating the greatest platform shift of all time.

And, I've learned to never let a good platform shift go to waste.

I was living in Silicon Valley around for the mobile era. I remember the feeling of "you can just build an app and put it in the store and people find it."

That lasted maybe 4 years before the gold rush ended and distribution got hard.

I'm getting that same feeling right now but bigger. The difference is I'm older, I know what a window looks like, and I know they close.

I love building right now. Maybe you do too. Trying not to take it for granted. I'm excited for Monday. Can't wait.

My partners and I are up at midnight most nights now sending each other screenshots saying "look what this can do." Nobody asks anyone to do this. We just can't stop. Something drops, someone builds something with it in 2 hours, and the group chat goes off. It feels like we're getting away with something.

Some of the greatest companies of the next decade will be started in 2026. I'm sure of it. And it'll be fun.

I feel like a kid again. Genuinely giddy.

[ONE PIECE スタッフ【公式】/ Official @Eiichiro_Staff]

『ONE PIECE』から
サッカー日本代表SAMURAI BLUEに
青い麦わら帽子をお贈りしました🏴‍☠️

さぁ、いこう!!
おれたちの最高地点へ

#ONEPIECE
#SAMURAIBLUE
#サッカー日本代表
#おれたちの最高地点へ

[サッカー日本代表 🇯🇵 @jfa_samuraiblue]

#ONEPIECE チームから
激励の青い麦わら帽子をいただきました👒

#遠藤航 選手コメント　
本日はありがとうございました！
僕たちも麦わらの一味として、
サポーターを新世界に連れていきます！

#最高の景色を
#SAMURAIBLUE #サッカー日本代表

[KAHALA @KAHALA123Y]

You’re a man. Every bit of your focus should be on money, purpose, and fixing your life. Who likes you or dislikes you should be none of your business.

[Alex Hormozi @AlexHormozi]

I'd rather be a failure than a coward.

[Usama Syed, MD @usamasyedMD]

My wife (non-technical) built a fully functional iOS/Android app in 6 weeks... and it's made $1.5k on the app store since launch in the first month!

She's a stay at home mom with our 2 young children (3 and 1), and she wanted a way to write letters to our children to keep memories of their childhood (we kept using notes app and was all a mess).

Thank you @amasad and @Replit for making this possible!

Link if you want to try it: https://t.co/6llUqhyG3Z

[GREG ISENBERG @gregisenberg]

I just got back from SF and I FEEL INSPIRED.

I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.

My takeaways:

1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.

2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.

3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)

4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.

5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million

6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.

7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.

8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.

9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.

10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.

11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.

12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.

13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.

14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....

15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.

16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.

17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.

It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.

But I'm so happy to be back home, locked in and building.

We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.

What an incredible time to be building.

[Sam Altman @sama]

way cooler to help software developers pokemon-evolve into superheroes than to try to replace them

it is insane what one really good person can do now

[Nebraskangooner @Nebraskangooner]

You either die a hero or live long enough to see yourself become the villain

[OSF @osf_rekt]

The best thing about sticking around for a bear market is you’re in the seat ready to pounce and position in preparation for the bull.

You don’t have to re-familiarise yourself tokens or narratives and you’ve developed a strong sense for what will perform well.

You’re immediately ahead of the game vs all the newcomers/tourists who fomo back in scrambling around trying to figure out what to buy.

It’s been a long journey but you’re in the driving seat.

[NVIDIA @nvidia]

Two frontier labs. One accelerated computing platform. Congrats to @SpaceX and @AnthropicAI on the new compute partnership, powered by 220,000+ NVIDIA GPUs inside Colossus 1. The future of AI runs on NVIDIA.

[Ryan Cohen @ryancohen]

The people running eBay bought $0 of stock in the open market in the last 5 years.

eBay insiders sold more than $120M in the last 5 years.

[Ripple @Ripple]

This is a meaningful step toward 24/7 global financial markets.

By combining the XRP Ledger with global banking infrastructure, this pilot shows how institutions can execute cross-border transactions in a single integrated flow.