The reason is quite hilarious 😂😂.
Microsoft put $50 billion into Anthropic.
FIFTY billion dollars.
they are a Project Glasswing partner. Fable 5 runs inside Azure. Microsoft sells Claude to its own enterprise customers through Microsoft 365 and GitHub Copilot.
and they won't let their own employees use it.
here's why.
under Anthropic's new Mythos-class data retention policy, every prompt you type and every response you get is stored for 30 days. automatically. no opt out.
if their safety classifiers flag anything in your session, anything, they keep it for up to two years.
you don't get told when that happens, what was flagged or who can see it.
Microsoft employees paste confidential contracts into these things. customer data. internal roadmaps. acquisition strategies. legal documents. source code.
all of it sitting on Anthropic's servers for 30 days minimum. flagged sessions for two years.
so the company that invested $50 billion looked at that policy and told its staff: actually hold on.
other Claude models still work internally. under Zero Data Retention rules. the normal ones are fine.
just not the most powerful one they helped fund.
and one more thing.
the Pentagon listed Anthropic as a supply chain risk in March and banned defense contractors from using its products.
Microsoft funds Anthropic. sells Anthropic's models. runs them on Azure. helped build the most powerful one.
won't let employees use it.
the Pentagon won't let defense contractors near it.
the safeguard that makes Fable 5 safe enough to release publicly is the same safeguard that lets Anthropic keep your data for two years.
the guardrail is a data retention policy.
but you can use it. it's in your browser right now. 🌚
have fun.
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.
GEORGE HOTZ: “YOU CAN BREAK AI DOWN INTO 5 TIERS.”
“DATA CENTERS — TIER 1, FABS — TIER 2, NVIDIA/AMD — TIER 3, OPENAI/ANTHROPIC — TIER 4, AND COMPLETELY WORTHLESS THINGS LIKE CURSOR AND WINDSURF, WHICH ARE TIER 5.”
“OPENAI AND ANTHROPIC WILL EAT ALL THE VALUE FROM THE CURSORS AND WINDSURFS OF THE WORLD.
I ARGUE THAT THE TIER 4S (OPENAI/ANTHROPIC) AREN’T EVEN GOING TO HAVE VALUE.”
Anthropic exp $10.9B Q2 revenue, up from $4.8B in Q1, and $559M of operating profit for the Q.
Compute is 56 cents per dollar of revenue, lower than I expected.
Q2 projection:
$10.9B revenue
-$6.1B compute
-$2.7B sales & marketing
-$1.5B other costs
=$559M operating income
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen.
Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation).
Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there.
Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI.
As a result,
1. The corporate ladder looks like the wrong building to climb.
Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more.
2. There’s a deep malaise about work (and its future).
Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire"
3. The mid to late middle managers feel paralyzed.
Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies.
4. The rich aren’t particularly happy either.
No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money."
I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here.
Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success".
Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
1/ today we're releasing muse spark, the first model from MSL. nine months ago we rebuilt our ai stack from scratch. new infrastructure, new architecture, new data pipelines. muse spark is the result of that work, and now it powers meta ai. 🧵
Day 0 support for GLM-5.1 is LIVE on GMI!
This new upgrade means
✅ No Plateaus: It stays productive over 100s of rounds.
✅ Agentic Engineering: SOTA on SWE-Bench Pro (58.4).
✅ Persistence: Handles 1000s of tool calls without losing context.
The era of "vibe coding" is over. The longer it runs, the better the result.
Congrats to the @Zai_org team!
Been reading https://t.co/iOhvGh3AFf’s technical report on GLM-5 and their latest blog on GLM-5.1, and one thing stands out:
In just over a month since launching GLM-5, @Zai_org reports a 28% gain in coding capability with the 5.1 update.
Beyond the 58.4 SWE-Bench Pro result, what caught my attention more is its endurance on long-horizon agentic tasks.
It doesn’t seem to stall after 50 turns. It keeps going through 600+ iterations and 6,000+ tool calls.
That kind of persistence matters.
Good job https://t.co/iOhvGh3AFf team!
Introducing GLM-5.1: The Next Level of Open Source
- Top-Tier Performance: #1 in open source and #3 globally across SWE-Bench Pro, Terminal-Bench, and NL2Repo.
- Built for Long-Horizon Tasks: Runs autonomously for 8 hours, refining strategies through thousands of iterations.
Blog: https://t.co/hmyDe4Nel3
Weights: https://t.co/CuUjXcPKJD
API: https://t.co/fz6reja4fb
Coding Plan: https://t.co/Nk8Y98HNhU
Coming to https://t.co/WCqWT0qCQb in the next few days.
If Huawei hadn't been banned from TSMC in 2019, @dylan522p thinks it would have already eclipsed Apple as TSMC's biggest customer.
And that it would have better AI chips than Nvidia.
Before it was banned, Huawei was actually the first to ship a 7nm AI chip — two months before Google's TPU and four months before Nvidia's A100.
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