luis

[Sahil Bloom @SahilBloom]

Unfortunately, talent and intelligence are overrated. The worst prison in the world is having the talent and intelligence to achieve something great but lacking the courage to go out and do it.

[Thariq @trq212]

courage in shorter supply than genius

[Alex Tamkin @AlexTamkin]

New Anthropic research: How AI agents shape experts' judgment calls

When experts delegate work to an agent, do they still make the key decisions? We tested this in a randomized trial with 50 professional data analysts.

[Anthropic @AnthropicAI]

Over the past few months, Anthropic scientists have engaged in deep research partnerships with six organizations developing new medicines. We've also begun drug discovery efforts of our own.

In doing so, we’ve learned much more about how Claude can support the many stages of drug development.

In this blog post, we share some early results from these efforts, and describe how this work fits in with our wider ambitions in the life sciences.

https://t.co/EVbxkdDTgJ

[Felix Rieseberg @felixrieseberg]

The coding interview is dead, at least for my team at Anthropic. I've seen enough to know that it no longer provides signal. I removed it from loops this month.

I have a spicy, optimistic take - I think there's an opportunity for junior engineers: https://t.co/PVvpQCbQtK

[Theo - t3.gg @theo]

The ability to build anything has come with a critical lesson:

Engineers have really, really bad ideas.

[Harry Kane @HKane]

Work hard in silence. Let success be your noise. 🏆

[Katelyn Lesse @katelyn_lesse]

software engineers are going to have to tackle a new set of problems to unlock powerful multiagent systems to solve the world's hardest problems - right now is one of the most interesting moments in history to be an engineer. https://t.co/YsQ0xta4KR

[GREG ISENBERG @gregisenberg]

My quick takeaways on the Anthropic S-1:

1. This is a historical moment

2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense.

3. I always thought OpenAI would drop their S-1 first

4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%.

5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip.

6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t.

7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend.

8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders?

9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here.

10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger.

Let’s go!

11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers.

12. Whatever happens, exciting times to be building in AI.

[Cohere @cohere]

While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected.

Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions.

Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent.

But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models?

We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem.

Read the full report: https://t.co/TZSugXi2ZE

[Addy Osmani @addyosmani]

https://t.co/4Hfk0dYIBI

[Anthropic @AnthropicAI]

Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.

Read more: https://t.co/ofhv0DK3Zp

Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

[Martin Scott @fizzychicken]

I'm not sure a lot of people understand what game coders actually do. We're not spending 9 hours a day finely hand crafting artisan software and expressing our inner dreams... 90% of the time we are fighting compilers and existing architecture, having to work out how undocumented code works, and tracking down obscure bugs and behavioural issues.

Most of game programming is just difficult, tedious, laborious grunt work, and the cognitive load we have to endure to get anything done is tiring and frustrating. No game coder is doing it for this 90% of the job.

We make games because the 10% that IS actually about making things fun and expressing ourselves is so incredibly rewarding it makes the other 90% bearable.

Now imagine if there was a tool, some kind of AI agent maybe, which could do most of the 90% grunt work for you, leaving you to just make all the decisions and express your creativity. How amazing would that be. How completely revolutionary would that be.

[anomali @Anomali210830]

Happy Pythagorean Theorem Day!

10/24/26

10² + 24² = 26²

This is the last one we’ll experience in our lifetime.

[luis @luisround]

@trq212 Absolute legend. Let's hope the break sits you well!

[john milinovich @jmilinovich]

# Black October

For anyone who knows me even somewhat well, it's clear that I am a 99th percentile tech optimist. However, the vibes have shifted for me quite a bit in the last 18 hours, and I feel a moral imperative to share what I'm thinking and feeling with my circles so that everyone can understand, and hopefully take seriously, what's happening right now. I think October 2026 will have many chapters written about it in the history books.

You know those scenes in financial movies like Margin Call where someone realizes that they're all fucked, and no one else sees it yet? And that person feels like they're crazy, and then suddenly everyone is pulling an all-nighter in a boardroom and freaking out? Yeah, that's kind of how this is feeling right now in the SF/Bay Area/AI circles.

We're 48 hours into what is being called Black October. In the last 2 days there have been several dozen cyber attacks which, in isolation, would each have been the worst to happen in an entire calendar year. Every sector from government to education to big tech and banks is being massively affected, and people are starting to freak out.

In a nutshell, what's happened is that frontier AI models have gotten to a point where they are as advanced as the most sophisticated programmers, with one critical difference: they can work 24/7, and you can spin up 10,000 of them with a single command and they'll work together tirelessly until they accomplish their task. The most advanced models today are from companies like Anthropic and OpenAI, whose current best technology is so good that they haven't been able to roll it out to everyone yet because of the national security risks it poses.

Meanwhile, the best open source models (where anyone can just download the model weights and do whatever they want with them, uncensored) are slightly behind the frontier but still 90-95% as capable. These models, developed primarily in China, are being used by black hat hackers to wreak havoc on the Western capitalist structure. Presumably, this has been part of China's plan the entire time, and we're seeing its implications fall out in real time.

In red-pilled AI circles, we've been sharing and reading papers called things like "Situational Awareness" and "AI 2027" for the last year or so, which at the time felt a bit like near-term speculative fiction. They laid out the case for why Artificial General Intelligence (AI smarter than any human at any knowledge task) and Recursive Self-Improvement (models that are able to use themselves to get better) weren't half-baked future ideas anymore, but instead an inevitable outcome of the linear progress that's happening.

These papers would then talk about things like "takeoff scenarios," trying to envision how that moment would come to be and what it would be like when it happened. It would either be a "slow takeoff" that would play out over the course of months and quarters, happening subtly and only obvious to a few. Or, it would be a "fast takeoff" where it would pretty much happen instantly, like a bit flipping from 0 to 1.

From everything that I can see and am feeling, we are currently experiencing the fast takeoff scenario. Beyond the crazy security vulnerabilities that have come out recently, there have also been massive breakthroughs in life sciences, fundamental computer science, materials science, and pure mathematics that have all landed in the same time frame. While I still firmly believe that AI will be a net positive for humanity, it's more clear to me than ever that the societal and individual risk is very real, and is playing out NOW.

For as much conviction as I have that this is happening, the thing that's caused me to lose sleep is that I don't really know what to do about it, or more importantly, what to tell you, reader, to do about it. So, the best I can do is make a few suggestions that have always been a good idea but are more timely now than ever:

Set up 2-factor authentication for everything. I use Duo.
Use a password manager across your devices. I use 1Password.
Get an identity protection app set up. I use Alta.
Move your IoT devices to their own network. Claude helped me do this.

And last, but certainly not least, if you've been avoiding leaning into AI, see this as a catalyst to wake up and start using it. Don't just use the chat mode version of ChatGPT/Claude; click that Code/Work button and see how easily you can have AI write code to help you with your job. One of the biggest vulnerabilities was in a massively popular programming language called PHP, and the prompt that set it off was literally, "Find vulnerabilities in php."

This is an unprecedented time for humanity, but as we've done with many things before, we will prevail so long as we are kind, loving, and open-minded to the world.

Much love.

[Anthropic @AnthropicAI]

New on our Frontier Red Team blog: using Claude to formally verify software at large scale.

Formal verification can prove that code is free of certain bugs, but historically it has only been feasible for small codebases (or required a lot of expert time).

With AI models, however, this is beginning to change. In collaboration with @theoremlabs, we used Claude to prove security properties in over one hundred real-world open-source libraries over the span of a few weeks.

Read our research in full here: https://t.co/zUyx8CjBEk

[Tim Pan @mediastorm_en]

My iPhone Duo video went viral, so I'm giving away 100 iPhones on X 😛

[Marathon Fusion @MarathonFusion]

Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.

Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.

Now, we’re building a fusion reactor in San Francisco to achieve record power density.

[Madison Mills @MadisonMills22]

SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.

The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.

Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.

Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.

Read my latest for Axios here: https://t.co/Q3bda5In8q