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.
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.
@AnthropicAI - Chat with @Clear and @IDme. They are well positioned for user validation at the NIST IAL2 level using passports... seems like an good expansion of capabilities; both have a large existing member base too.
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
Day 25: All 'minor credit freeze requests' have been submitted to @TransUnion , @Experian , and @Equifax. Each company uses different forms, and slightly different evidence for the parent: Drivers License (all), Birth Certificate, SSN Card, and/or utility bill.
Day 8 - OIG Fraud line is only available 10-2pm ET, M-F - even though it's fully automated - no humans. Not sure why it's only available 10-2, and the recorded voice 2:01PM to 9:59am doesn't inform the caller that it's fully automated.
Ended up at https://t.co/zEHYpgV4Dd
@TransUnion I contacted support via DM, and they have reached out to me via Email with additional information on how TransUnion can help with "Protected Consumer Freeze". Thanks!
Day 4 - attempt at resolving possibly child identity theft.
@TransUnion - Form fail, 3x. iPhone issue w/ @LastPass got in the way. Finally filled in. Submitted. No acknowledgment. Tried again via desktop (chrome). Unable to submit.
https://t.co/k0cwS4v0S1
“Sorry, your SSN is being used by someone else.”
Exactly what you don’t want to hear at the DMV while your son — fresh off passing his written driver’s test — is beaming about getting his permit.
Had to return the next day for a state override once employees were in, then straight to https://t.co/BdNSxDGV1P.
Someone stole my kid’s identity. Wild.
@ClimateMaster the Trilogy is keeping us warm in Minnesota -8 weather. However, unit alert log reports: “High Discharge Temperature.” How bad is this? Thursday will be a high of -12 😬.
@powderski “Any time you walk away from a helicopter, it was a good trip.” Per an avalanche ski patroller friend of mine.
Thankfully he shared that AFTER we were dropped off an ~hour hike below Lukla 🤪
🚨 Anyone else having issues with @StubHub for the “Weird Al” Yankovic: 2025 Tour? We bought tickets for 6/28 in Minnesota, but StubHub says it was “rescheduled” to 6/29 in Illinois. The MN show is still happening, and this appears fraudulent. StubHub won’t address it. Thoughts? 😕 we were really looking forward to taking our kids #WeirdAl #StubHub
@StubHub@TeamStubHub Looks like that takes me to standard support chat. we’ve engaged support 3 times, including 40 minutes on the phone, with zero results. I need a higher level of support.
Great to see CMS tackling the provider directory challenge head-on! It’s like they’re picking up the signal we’ve been sending since 2017 when I dove deep into this topic on a podcast with HCBiz—those ideas are still spot-on today. Check it out and let’s keep the conversation going: https://t.co/S7zGwmy0W4 #HealthcareInnovation #ProviderDirectory
We are building a national healthcare directory, starting with provider information. It will be a dynamic, interoperable directory that connects the data CMS has with what the industry knows, so we all work from the same map.