Lisa Wahlster

Trader, Investor, - Reasonable Optimist, Living Fabulously

[Lisa Wahlster @aboutlisa]

Not just a bystander. In for the ride. $BXBL

[Lisa Wahlster @aboutlisa]

@TaraBull The capitol city dwellers in Hunger Games

[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.

[Lisa Wahlster @aboutlisa]

As someone who’s been trading since 1996 and been the only woman in the room most times, I’ve wondered the same thing. My friends ask me what I do, but never want to learn it once I show them. I have no research just anecdotal among my friends, and also have some exceptions. But the general response to finance is it just doesn’t interest them. It’s not fun. It seems like a chore. Seen as risk taking that is not intriguing to any of them. They would rather do anything else over staring at a chart move up and down each day or research financial data. And if their husband is up for the chore they are happy to accept the division of labor and take up other tasks in the relationship. It’s not about thinking they can marry money. They just aren’t motivated by money. They count their success in the outcome of their children, friends, family happiness. Then there’s the vast majority of my friends who hand the task to a financial advisor and neither they or their husband does anything active with wealth building.

[Lisa Wahlster @aboutlisa]

@LangmanVince Looks like it was approved by Ellsworth M Tooehy and his Council of American Builders

[Lisa Wahlster @aboutlisa]

@profplum99 Cedric’s Tavern had a proper fish and chips when we passed through last week.

[Rand Paul @RandPaul]

I've said it from the beginning: lying to Congress is a felony. Destroying federal records is a felony. Advising others to destroy federal records is a felony. Fauci did all three. His adviser was just indicted. Fauci is next. The deadline to prosecute Fauci is May 11. The DOJ must act now.

https://t.co/WSX64mF5rw

[Lisa Wahlster @aboutlisa]

@lynchbages He’s playing retail with a narrative. Zero sum.

[Lisa Wahlster @aboutlisa]

Every time

[Arthur MacWaters @ArthurMacwaters]

In 1913, only 1% of households filed income tax

Now, 100% do.

Every time a tax scheme is created, it starts with "just the rich" and quickly applies to everyone.

Every time.

California will seize assets of every citizen if this passes.

Not income, assets. Your house. Your furniture.

This would end the Golden State.

[Lisa Wahlster @aboutlisa]

@PaoloTiramani @BOXABL Put it up on stilts 15’ and you have a winner

[Lisa Wahlster @aboutlisa]

💯

[Lisa Wahlster @aboutlisa]

@ST_BoardroomX @GalianoTiramani @MicheleSteele @BOXABL @MartinNoeCostas @grok summarize the update

[Lisa Wahlster @aboutlisa]

@DiMartinoBooth All 20. It’s a list made for peak GenX

[Lisa Wahlster @aboutlisa]

@HedgeyeFood This made me laugh! You do the work none of us with lesser metabolisms can do. Thank you!

[Lisa Wahlster @aboutlisa]

So frustrating but a must watch

[Supervisor Jim Desmond @jim_desmond]

My colleagues just raided $300M from emergency reserves — money set aside to keep people safe for 60 days after an earthquake, tsunami, or fire.

The very first thing they did? Gave employees a $45M bonus out of those reserves.

If you have to dig into emergency funds to pay bonuses while infrastructure crumbles around you, something is deeply wrong.

The short-term game: spend, spend, spend. The long-term "fix": taxes, taxes, and more taxes.
We need leaders who prioritize the basics — not raid the safety net.

[Lisa Wahlster @aboutlisa]

100%

[Ricky Gervais @rickygervais]

This wasn't allowed in public incase it offended anyone.
So please don't retweet it. Thanks 🙏https://t.co/1stbtsOxvz

[Lisa Wahlster @aboutlisa]

“Just send the money to me”

A better bet by far! 😆

https://t.co/YCDzOybezL

[Lisa Wahlster @aboutlisa]

@Mike_Taylor1972 Thanks for sharing the hedge. Learned a lot from that one. Didn’t follow exactly but made some well timed adjustments to my own book. Appreciate your willingness to put it out there.

[Lisa Wahlster @aboutlisa]

@DowdEdward @Matt_Pinner Same. 20

[Lisa Wahlster @aboutlisa]

@noelsmith He had me at “girdlespring”. 😂