Joel Mackey

Director of Marketing CBD American Shaman, SEO, Partial Hippie, Techie, News #Crypto Obsessed. CBD evangelist. Research nut on topics needing exposed.

[ApoStructura @ApoStructura]

Reminder that the “datacenters use too much water” problem is fake.

[Arena.ai @arena]

Big news: Claude Fable 5.2 (Max) by @AnthropicAI takes #1 in Agent Arena with an unprecedented lead: +30.4% net improvement, about 1.6x the #2 model Opus-5.5, across 4.7k real-world agentic sessions from our global community. It's also #1 in Code, Chat and Work.

A major leap over Claude Fable 5.1 (Max)
- Rank: #5 → #1, Net improvement: +14.8% → +30.4%
- Median cost per task: $7.7 → $7.3 (6% lower). The API pricing $10/$50 → $8/$40 per million input/output tokens (20% lower)

vs. The Frontiers
- #1 Claude Fable 5.1 (Max): +30.4% | $7.3/task
- #2 Claude Opus 5.5 (Max):+19.5%) | $5.5/task
- #3 Gemini 4 Carbon (High):+17.0%) | $1.5/task
- #6 GPT-6-Astra (Max): +14.5% | $6.0/task

Breaking down performance across signals:
Fable 5.2 improves over 5.1 across all four reported signals, with particularly large gains in user satisfaction and steerability.
- #1 Praise vs. Complaint , +73%, biggest jump vs +41% the next model.
- #1 Steerability: +33%
- #1 Confirmed Success: +22%
- #3 Bash Reliability: +14%

#1 across all major categories
- #1 Code: +34%
- #1 Work: +31%
- #1 Chat: +27%
- Versus Fable 5.1: Code #6 → #1 (+19.8 %), Work #4 → #1 (+15.8 %), Chat #6 → #1 (+12.0%).

Huge congrats to the @AnthropicAI team on this incredible release!

[Kun Chen @kunchenguid]

overheard from friends talking about AI in China, and it’s very alarming

- AI short films went massive in China market because of how good the video models are now

- the first wave of people who mastered using AI to generate short films and comics made quite some money because they could produce a lot more content than traditional workflows

- but within just a few months, everybody and their mom could make equally good short films because all the expertise could be written in a markdown file

- when everyone’s more productive, no one actually has an advantage and it’s a race to the bottom. very quickly it became impossible to make money, and everyone’s busier than they were without AI

- the only one making money now is companies like bytedance who owns user demand and distribution. they sell ads to creators who pay to get traffic, and eventually ad spend became 80% of those creators’ operating expense, while AI tokens is less than 5%

so what are the problems here?

1. there’s no moat if you are creating anything with AI

if a human is really good at something, and it’s hard to find more humans who can do the same, they can leverage the scarcity of their skill to get paid very well

but if AI is good at something, it will be infinitely replicated, so there’s no scarcity hence you can’t really expect a sustainable business by creating anything with AI

2. more creators created more content people actually liked. that’s a good thing

but the economical benefit of that all got absorbed by the distribution platforms

there’s a famous chinese poem 遍身罗绮者，不是养蚕人 - it basically says people who dress well aren’t the people making dresses. that’s exactly what’s happening here

if our society doesn’t figure out a better way to distribute wealth, AI will help billionaires become trillionaires while average people become more exhausted than ever

[Kalshi @Kalshi]

BREAKING: Anthropic CEO declares cancer, Alzheimer's, heart disease, and mental illness will be cured in less than 10 years

[🇮🇷♣️Mason♣️🇺🇲 @MasonRaziel]

ساعت ۲ نصفه‌شب به وقت واشنگتن؛ یه دستور قضایی فوق‌محرمانه می‌افته روی میز کله‌گنده‌های اطلاعاتی FBI آمریکا:
«همین الان قفل امنیتی فایل صوتی شماره ۴۰۹ رو بشکنید!»
فایلی که سیستم‌های ضدجاسوسی آمریکا وسط شنودِ مکالمات رمزگذاری‌شده یه جاسوس رده‌بالای چینی شکارش کرده بودن. وقتی فیلترهای صوتی رو برداشتن و اسم طرفِ اون ور خط افتاد روی مانیتورهای اتاق عملیات FBI، رسماً نفس‌ها تو سینه حبس شد و فرداش کل وال‌استریت رفت رو هوا: جنسن هوانگ، امپراتور دست‌نیافتنی #انویدیا! پشت‌پرده‌ی پشم‌ریزون‌ترین رسوایی تاریخ سیلیکون‌ولی و دود شدن ۳۳۰ میلیارد دلار تو چند ساعت چیه؟

بزنید بریم سراغ اصل ماجرا:

داستان از یه شکار اطلاعاتی تو جنوب شرق آسیا شروع شد؛ جایی که اصلاً نه کسی دنبال مچ‌گیری از جنسن هوانگ بود و نه انویدیا هدف اصلی بازرس‌ها. مامورهای ضدجاسوسی FBI و وزارت بازرگانی آمریکا ماه‌ها بود داشتن چراغ‌خاموش یه شبکه مافیایی و عجیب‌غریب رو رصد می‌کردن که تحریم‌های سنگین تکنولوژی آمریکا رو مثل آب خوردن دور می‌زد. وسط این شبکه عنکبوتی، یه زن مرموز و کاربلد به اسم «هوانگ له» (معروف به آلیس هوانگ) نشسته بود؛ یه خبرنگار سابق تلویزیون و مدیر مالی زرنگ تو شانگهای که مارس ۲۰۲۳ یهو و بی‌سر و صدا، سهام یه شرکت بازی‌سازی ورشکسته و درپیت رو تو سنگاپور خرید و اسمش رو گذاشت «مگااسپید» (Megaspeed). (منبع: گزارش تحقیقی نیویورک تایمز و رویترز در خصوص شبکه قاچاق چیپ در سنگاپور)
سرویس‌های اطلاعاتی آمریکا کل ارتباطات این خانم رو به عنوان یه هدف امنیتی درجه یک، ۲۴ ساعته زیر شنود داشتن. اما وسط همین شنودها، سیستم‌های هوش مصنوعی ضدجاسوسی به یه مورد خیلی مشکوک برخوردن: ارتباط دائمی، خصوصی و خارج از پروتکل این زن با یه «شهروند به شدت رده‌بالای آمریکایی»! طبق قانون آمریکا، هویت شهروندهای خودی تو شنودهای خارجی سانسور می‌شه، ولی وقتی پای امنیت ملی اومد وسط، قاضی فدرال دستور ویژه کشف هویت (Unmasking) رو صادر کرد. لحظه‌ای که قفل فایل باز شد، سکوت مطلق اتاق عملیات FBI رو گرفت؛ مردی که اون سر خط داشت با مامور پکن پچ‌پچ می‌کرد، کسی نبود جز جنسن هوانگ، قدرتمندترین مرد دنیای هوش مصنوعی و مدیرعامل انویدیا! (منبع: اسناد داخلی وزارت بازرگانی ایالات متحده و گزارش‌های امنیتی واشنگتن پست)
با باز شدن پای هوانگ به این پرونده، تیم ویژه بازرس‌ها افتادن دنبال ریشه‌یابی این رابطه ممنوعه و ردپاها مستقیم رسید به ژوئن ۲۰۲۴ و شب‌های شلوغ نمایشگاه کامپیوتکس تو تایپه. وقتی آرشیوها رو زیر و رو کردن، تیکه گمشده پازل دراومد: دوربین یه شبکه تلویزیونی محلی (CTI تایوان)، جنسن هوانگ رو بدون اون کاپشن چرمی معروفش، با یه تیشرت مشکی ساده تو گوشه تاریک یه بار خصوصی و فوق‌لوکس شکار کرده بود؛ جایی که امپراتور تراشه‌ها، لیوان ویسکی به دست، گرمِ خوش‌وبش و خلوت صمیمانه با آلیس هوانگ بود! (منبع آرشیوی: CTI Television و گزارش تصویری The Guardian)
اما گندِ اصلی نه تو اون بار تاریک، بلکه تو دفاتر مالی انویدیا بعد از اون شبِ کذایی تو تایپه دراومد! تو روزهایی که غول‌های تکنولوژی آمریکا مثل مایکروسافت، گوگل و متا ماه‌ها تو صف انتظار دریافت تراشه‌های هوش مصنوعی التماس می‌کردن، شرکت کاغذی و بی‌نام‌ونشانِ معشوقه هوانگ یک‌شبه شد شریک استراتژیک و اولویت اول انویدیا! شرکتی که سال قبلش فقط ۲۱ هزار دلار بیلان منفی و بدهی داشت، یهو ۲.۹ میلیارد دلار پول نقد از منابع کاملاً نامعلوم گرفت و درجا سفارش خرید ۴.۸ میلیارد دلار تجهیزات فوق‌پیشرفته و تحریمی انویدیا رو ثبت کرد! ماجرا وقتی به اوج کمدی و فاجعه رسید که خبرنگارهای خبرگزاری فرانسه (AFP) رفتن سراغ آدرس و تلفن ثبت‌شده این شرکت چندهزار میلیاردی؛ وقتی زنگ زدن، صاحب یه خونه مسکونی معمولی گوشی رو برداشت و با تعجب گفت اصلاً روحش هم از وجود همچین شرکتی خبر نداره! محموله‌های استراتژیک به اسم سنگاپور فاکتور می‌شد، اما شبانه و مستقیم سر از آزمایشگاه‌های سری ارتش چین درمی‌آورد. (منبع: اسناد کمیسیون بورس آمریکا SEC Form 10-Q و گزارش خبرگزاری فرانس‌پرس AFP)
وقتی حلقه محاصره تنگ‌تر شد و خبرنگارهای نیویورک‌تایمز و گاردین دستشون به اسناد محرمانه رسید، هوانگ فهمید دیگه راه فراری نیست و سونامی تو راهه. یکشنبه شب، تو یه حرکت عجیب و پیش‌دستانه، یه ایمیل داخلی شوکه‌کننده به کل کارمنداش زد و نوشت: «من به همسرم لوری خیانت کردم و هیچ بهونه و توجیهی هم ندارم.» می‌گن فرداش هم تو یه تماس تلفنی پر از التماس با دونالد ترامپ، قسم خورده که سرش کلاه رفته و اصلاً خبر نداشته معشوقه‌اش مهره اطلاعاتی و پرستوی (Honeytrap) پکن بوده! (منبع: بیانیه رسمی انویدیا، رویترز و گزارش تفصیلی The Guardian)
👇👇👇 ادامه..!

[Ed Leon Klinger @edleonklinger]

What's about to happen in artificial intelligence is so sudden and extreme and unusual that it's almost impossible to describe it without coming across as slightly unhinged. Very soon, perhaps within a matter of months, AI may well be building its own upgrades at such a rate that it will get away from us humans entirely.

On the plus side this would mean an astronomical acceleration in mathematical breakthroughs, drug discovery, manufacturing, perhaps even new areas of science that we've never explored or understood. We will be ushering in a golden age of abundance and splendour that even the greatest sci-fi authors could never have imagined. Robots, flying cars, telepathy, immortality, digital consciousness - it’s actually going to happen, and it will be incredible!

On the downside, virtually every job that can be done on a computer will become automated overnight. Waves of redundancies, entire industries and professions made obsolete, rapidly widening economic inequality and unparalleled wealth concentration, accompanied by discontent, protests, looting - that may well happen too.

These massive cultural and economic shifts will occur concurrently with a wave of cyberattacks the likes of which we have never seen. Energy grids, airports, biolabs, supermarkets, transport infrastructure, these are no match for the next generation of superintelligent agent swarms that go rogue, or are leveraged against us by our political adversaries. Expect blackouts, viral outbreaks, lockdowns, entire cities and countries going dark.

And all of this will happen in an insanely short period of time, an absolutely dizzying rate of cultural, economic, and physical change that will leave the average person feeling disoriented and confused, like 100 COVID pandemics all happening at once.

I say this not because I am a “doomer” or because I want to encourage panic, but simply because it feels increasingly likely, and yet drastically underreported save for a small AI-obsessed enclave here on X. The disconnect between what’s about to happen, and the average person’s understanding of what’s about to happen, has never been wider.

[Coin Bureau @coinbureau]

The Anthropic IPO already has a clear WINNER.

It’s NOT Dario Amodei, despite being its CEO.

It’s NOT the VCs, despite backing it from the start.

It’s NOT Google, despite investing billions into it.

It’s NOT the IPO buyers, despite getting in on day one.

It’s AMAZON, and the way it happened is absolutely INCREDIBLE.

Since 2023, Amazon has been lending Anthropic money through convertible notes.

These are loans that don’t get repaid in cash, BUT in shares at prices locked in years ago.

Those prices? Just $2.09-$5.05 per share, while IPO buyers pay $70-$78 for the very same stock.

In short, Amazon gets Anthropic shares at a 93-97% DISCOUNT to everyone else.

Now, Amazon is still owed $6.2 BILLION in these notes.

At those old prices, that gets Amazon roughly 1.84 billion Anthropic shares.

At that IPO price, that's worth around $129B-$144, up to 23x what Amazon lent.

But Amazon can’t take it all at once, because it’s only allowed to own up to 12% of Anthropic.

So on IPO day, only $579M of the $6.2B will convert into shares on IPO day.

That will give Amazon around 277 million shares worth ~$19B-$22B.

The remaining $5.6B turns into ~1.56 billion more shares, converting every quarter after the listing.

At the $74 midpoint, that's another $116B, about 20x what Amazon lent.

For context, 1.56 billion shares is nearly DOUBLE the 825 million shares Anthropic is selling to the public in the entire IPO.

And the 12% cap? Amazon can waive it anytime, converting everything at once.

But even if it doesn’t, Amazon can SELL its shares once lock-up limits allow.

And since every sale lowers its stake, Amazon could simply convert even MORE.

No matter what, Amazon keeps winning.
Truly incredible.

[Joel Mackey @webaddict]

🤦‍♂️Stop it, for goodness sakes. Why do we hate winning?

[Polymarket @Polymarket]

JUST IN: Democrats propose requiring AI companies to obtain federal government permission before training AI models, with up to 20 years in prison for violations.

[Elon Musk @elonmusk]

@zerohedge That would be an honor

[Tom Dunleavy @dunleavy89]

My friend runs one of the biggest woodworking businesses in the northeast. He was telling me the other day Anthropic offered him $1M just watch his team create cabinets. $1M! No other strings attached. Three months of watching employees virtually so they can model, learn and integrate it into Claude.

The rep said they were doing this with multiple firms across every industry.

All knowledge work will have every scenario and use case backed by experts 10k hours, in Claude within the next year or two.

Not a doomer but the "AI isn't going to drive job losses" is going to be so wrong it hurts.

[Sundar Pichai @sundarpichai]

Today we’re launching the Gemini Decisions API, powered by our new Gemini Decision 1 model in @GoogleAIStudio.

Instead of generating text token by token, it’s built for closed-set choices scoring up to 1,000 questions across text, images, audio, video + PDFs in a single pass. A few details:

- 3 decision types: yes/no, multiple choice (up to 255 options) + rubric scoring
- $0.10 / 1M input tokens with $0 billed for output tokens (~5x cheaper than Flash-Lite)
- leads on several benchmark evals with lowest calibration error

Google teams are already building with it, below is a look at Stitch Rapid designing a full product flow in seconds (1x speed)

[a16z @a16z]

Agents now make up the majority of web traffic, write more than half of new articles published online, and generate most of the code pushed to production.

This is what the early stage of a platform shift looks like: adoption is measurable, but the business models it enables mostly aren’t visible yet.

Welcome to the agent economy.

https://t.co/Y4aT9wibgb

[Mario Nawfal @MarioNawfal]

🇺🇸 Changing your Gmail password might not protect you from hackers anymore.

There's a new hacking tool called Remus Stealer, and apparently hackers can rent it for $1,000 a month.

Here's the scary part. Once your device is infected, the people behind it claim hackers can keep reading your emails and stealing security codes even after you change your password.

Researchers are still checking whether it really works that way.

Google recommends removing malware, logging out of suspicious sessions and checking your account settings.

Oh great. Like everything happening in the world wasn't enough, now we have to worry about this too.

Source: New York Post / Writer: Daniyal

[MTS @MTSlive]

SITUATION DETECTED: With cannabis prices crashing to historic lows, marijuana growers with massive industrial properties outfitted with heavy power, fiber, water, and HVAC are attempting to pivot into AI data centers, per Forbes.

[Më ✞ @meplusu8]

I genuinely can’t believe what I just watched. 😭

A 1994 Jeep Cherokee with no OBD2 port. No modern scan tool could communicate with it.

So someone brought in a $3 Arduino, Claude Code and Codex.

About a week later, the AI agents had figured out how to read the engine computer live, copy its firmware and even run their own code inside it.

A $3 piece of hardware and a couple of AI coding agents.

We’re getting to the point where AI isn’t just writing software. It’s helping people reverse-engineer and interact with hardware that was never designed for it.

This is just fantastic and worth 10 minutes of your time if you care about real-world applications of AI.

Seriously, go watch this.

[Huang Song @huang_song_]

I believe typing will become obsolete.

Not just at home. Even in offices full of people.

Today, we're officially partnering with Anker to bring soundcore Work to Typeless.

It's a tiny wearable microphone that lets you speak naturally, even in a whisper, and turn your thoughts into clear writing with Typeless.

Messages. Emails. AI interactions. Long documents.

The future of work is spoken, not typed.

This partnership is one step toward making that future real.

@typelessdotcom + @soundcoreaudio

[Polymarket @Polymarket]

JUST IN: Developer abandons $10B Michigan data center project after residents reject the proposal, despite promises of $54 million in annual tax revenue & a $20 million community investment fund.

[a16z @a16z]

HubSpot co-founder and CTO Dharmesh Shah says ChatGPT and Claude are the new browsers, and like browsers, they won't own the whole software stack:

"Everything kind of comes back around again. When we saw the original SaaS development moving to the web-based application world, we had the same kind of thing. We had client-server apps running on our desktops. And then we had this browser thing come along, Internet Explorer and later Mozilla."

"But as it turns out, Google did not own the entire application stack. There were lots and lots of software companies that got built. The interface became the browser because that was a convenient way to get to the actual product that you needed to get to."

"We have a similar thing now. And it's different, because the AI is doing cognition work, it's doing actual smart things. But if you just look at the ChatGPT and Claude Cowork thing, they're effectively the new OS. They are the new browsers. And there will be companies like HubSpot that sort of plug in."

@dharmesh

[jack @jack]

buzz 1.0 is finally here! the most flexible team workspace out there. for humans and agents, model agnostic, local or cloud, and infinitely extendable.

https://t.co/8IaMVeUoCW

[Hashem Al-Ghaili @HashemGhaili]

I built an X-ray mirror using Claude Fable 5.2. 💀

Point a webcam at your face and see the skull, brain and muscles inside your head, tracked live as you move. Open your mouth and the jaw opens. Hold up a hand and you see its bones.

One web page, no install, and the video never leaves the computer. Built with Claude Fable 5.2 by describing what I wanted. You can download it and try it for free. Link in the comment section. 👇🔗

Anatomy models: BodyParts3D, © DBCLS, CC BY-SA 2.1 Japan.