Don’t believe me, just watch. 🕺
Uptown Funk, but the CEOs showed up.
Elon, Jensen, Zuck, Altman, all of them in the street like they own Saturday night. This one is a banger. 💀💀🤣🤣
We’re releasing a broad range of new mathematical results produced by an internal frontier model.
We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.
https://t.co/7N6TPlft1P
🚨BREAKING: Claude is officially a NATIONAL SECURITY THREAT and is BLACKLISTED from the ENTIRE defense supply chain
>anthropic: no autonomous weapons, no mass surveillance, no exceptions
>pentagon blacklists claude as an active national security threat
>anthropic sues
Federal court ruled 2–1 AGAINST Anthropic:
"As Anthropic admits, the company encodes restrictions into Claude that prevent the model from performing tasks that Anthropic wishes to prevent."
"On more than one occasion, these restrictions have stopped Claude from performing tasks requested by government users":
>refused to perform "tasks that were appropriate in a national security context"
>refused CDC queries on infectious disease prevention research
>anthropic questioned claude's use in the military operations
"Anthropic's Chief Science Officer explained how the company 'seek[s] to embed safety considerations directly into the model itself.'"
"[Anthropic's] CEO explained how such training gives the model an 'identity, character, values, and personality' of its own, tethered to a 'constitution' developed to impose 'high-level principles and values' on Claude itself."
"We have no reason to doubt that Anthropic manipulates Claude's function with noble intentions... BUT the statutory definition of a 'supply chain risk' turns on what Anthropic does, not why Anthropic does it."
"In our Republic, it is the President and the Secretary of War who must determine how best to balance the competing risks. In doing so here, the Secretary DID NOT transgress any limits on his authority."
ITS OVER.
ANTHROPIC IPO IN SHAMBLES
Meta nailed it. Agentic AI, hardware, accessibility, and distribution: I think they’re on their way to becoming number one. A few thoughts.
Meta’s keynote was yesterday, and I was incredibly impressed. To me, Muse already looks like a major success. It has reached number one in the US iOS App Store, and I’ve been hearing plenty of enthusiasm about the Mac app. Several things make Meta stand out right now.
I was there at the invitation of Meta and part of a very select group of creators, with whom I later had the opportunity to meet Mark Zuckerberg. It's still completely crazy for me to have experienced that. But back to keynote:
1. They seem to understand how to make agentic AI accessible. They’re using what I see as their biggest moat, distribution, and making their products approachable enough for the average person to enjoy using them. Muse is designed around familiar interactions, including messaging in its app or through WhatsApp. That’s no small thing. To truly reach the consumer market, you have to avoid overwhelming people. And I think Meta is getting that right.
At the same time, its Meta Spark models are pretty good, too. No, they’re not as good as Fable or GPT-6 Astra, but they’re more than good enough for even the most complex tasks. Meta doesn’t need to be at the very cutting edge of frontier models. Its models just need to be good enough for the people it wants to reach.
2. They unveiled hardware yesterday that genuinely surprised me. There was an Apple-style “one more thing” moment, and the new VR glasses clearly invite comparison with Vision Pro. Meta says they will launch in spring 2027 for $1,299.99 and weigh about 100 grams on your face. The separate computing and battery puck is additional. That is still completely crazy. People who tried them told me they preferred them to Apple Vision Pro. Those are personal impressions, though, rather than proof of better visual quality across the board.
3. Then there’s the adorable Jolly, the avatar associated with Muse. Pair that personality with the promised agent integration and multiple virtual screens, and I can easily see this becoming a huge hit next year.
As if that weren’t enough, Meta also previewed Muse Charm, a cute, portable AI gadget for talking to and interacting with Muse. Meta says more details will follow later this year, so this is an announcement rather than a confirmed retail launch.
As if that weren’t enough, they also released a cute AI gadget: a pendant you can carry with you as a wearable and use to delegate tasks. That’s a first-mover move that puts them ahead of even OpenAI. Meta is no longer just following the competition. It’s now moving ahead of it.
Of course, it’s too early to say whether this gadget will actually prove useful. But I see it as another sign that Meta is moving from follower to frontrunner.
One thing is certain for me: I’m getting the new VR glasses. There’s absolutely no doubt in my mind. If typing works as well as promised, the connection to Muse is seamless, and battery life is good enough in everyday use, this will be an absolute game changer.
I think Meta has officially joined the big leagues.
p.s. Thank you @Meta for providing me a pair of your Meta Glasses! :)
Stuff is happening quite fast.
When asked in September 2025, the best superforecasters put the chance of AI resolving a Millennium Problem by September 2026 at 1.7% and (the more optimistic) industry expert put the chance at 4.6%
They also greatly underestimated AI Lab revenue.
AI is getting cheaper more quickly than any other transformative tech in history. At a given level of performance, cost has fallen ~47%/quarter since 2023.
That’s 4× faster than DNA sequencing, 6× faster than compute, 18× faster than lithium batteries, and (up to 1973) 54× faster than electricity.
I wanted to quickly create a short video with Opus 5.5 about the history of AI, from "Attention is all you need" to AGI.
No stock footage, no image or video generators: every frame is rendered from code.
This 3-minute film was made 100% in code by Claude in Claude Code: ~7,400 lines of React/TypeScript (Remotion), every image drawn in SVG and Canvas, an open-source TTS voice, and a score synthesized in Python. No stock footage. No image generators.
Id say pretty cool! Tookl about 1h and 7% weekly rates.
6 months ago: “We’re going through a cognitive version of the Copernican revolution”
2 weeks ago: “LLMs are still just guessing the next word to say. It’s not really grounded in any deep understanding of the real world.”
maybe not a contradiction,
but definitely a tone shift.
JUST IN: Palantir co-founder Joe Lonsdale declares everyone will be “really wealthy” in the 2030s if the AI boom is allowed to keep accelerating productivity.