America is a gas island. It's sitting on the cheapest energy on earth and physically can't ship most of it out
So it stays here, cheap and stable, quietly rewriting the math on every factory anyone wants to build
Is Anthropic altering model performance to force costly upgrades? Chapter Co-Founder and CEO @CobiBGantz outlines a shift his team recently noticed:
"Anthropic has kind of taken a page out of the Apple playbook, where they have...decreased the quality of the prior models right before they launched the new model, so that the new model feels better."
Truckload spot rates hit an all-time high, topping the COVID peak.
Today's rate is $3.69/mile. We expect truckload rates to rally through the rest of the summer.
How soon until $4/mile?
.@ASGWoodward on the indictment of four of the world’s largest container manufacturing companies and seven of their executives: “The Justice Department is committed to prosecuting criminals who harm Americans domestically and abroad. We are holding these Chinese bad actors accountable for exploiting the pandemic to fill their own coffers.”
1/ We are sharing additional details regarding our investigation into unauthorized access to GitHub's internal repositories.
Yesterday we detected and contained a compromise of an employee device involving a poisoned VS Code extension. We removed the malicious extension version, isolated the endpoint, and began incident response immediately.
We are investigating unauthorized access to GitHub’s internal repositories. While we currently have no evidence of impact to customer information stored outside of GitHub’s internal repositories (such as our customers’ enterprises, organizations, and repositories), we are closely monitoring our infrastructure for follow-on activity.
🚨 The Supreme Court unanimously ruled that federal law does not shield freight brokers from state negligence lawsuits when they hire unsafe trucking companies.
"If you rank a Toyota Camry through to Starship and what the hardest thing to make in America is, nuclear submarine is easily the first."
Hadrian's Chris Power (@2112Power) on the $2.4 billion bet to save America's submarine program:
"We just announced a joint Navy-Hadrian investment of $2.4 billion across a 2 million-plus square foot production facility in Alabama to create a thousand jobs dedicated to Virginia and Columbia-class submarine manufacturing."
"There are a million welders short. You couldn't go hire a million welders today to catch up on that hours deficit, it's simply a math problem."
"Because we're highly automated we can actually produce labor using autonomy and a new labor force paired with AI and robotics."
"It's about 1/20th of what we actually need to catch up."
The Hill & Valley Forum 2026
@HillValleyForum@HadrianInc
Diesel wholesale rack prices have dropped $.70/gallon in the past week and could drop another $.50 -.70 gallon over the weekend.
Meanwhile, retail diesel has only dropped $.15/gallon since last week and if past trends hold the truckstops will be very slow to lower pump price.
Bottom line: always buy your diesel on wholesale or cost plus.
Green chart: retail diesel
Blue chart: wholesale (cost) rack
PSA: If you've been running out of Claude session quotas on Max tier, you're not alone. Read this.
Some insane Redditor reverse engineered the Claude binaries with MITM to find 2 bugs that could have caused cache-invalidation. Tokens that aren't cached are 10x-20x more expensive and are killing your quota.
If you're using your API keys with Claude this is even worse. This is also likely why this isn't uniform, while over 500 folks replied to me and said "me too", many (including me) didn't see this issue.
There are 2 issues that are compounded here (per Redditor, I haven't independently confirmed this) :
1s bug he found is a string replacement bug in bun that invalidates cache. Apparently this has to do with the custom @bunjavascript binary that ships with standalone Claude CLI.
The workaround there is to use Claude with `npx @anthropic-ai/claude-code`
2nd bug is worse, he claims that --resume always breaks cache. And there doesn't seem to be a workaround there, except pinning to a very old version (that will miss on tons of features)
This bug is also documented on Github and confirmed by other folks.
I won't entertain the conspiracy theories there that Anthropic "chooses" to ignore these bugs because it gets them more $$$, they are actively benefiting from everyone hitting as much cached tokens as possible, so this is absolutely a great find and it does align with my thoughts earlier.
The very sudden spike in reporting for this, the non-uniform nature (some folks are completely fine, some folks are hitting quotas after saying "hey") definitely points to a bug.
cc @trq212@bcherny@_catwu for visibility in case this helps all of us.