Search: “anthropic”

I don't really want to have to go to bat against Anthropic, but they've just been unnecessarily antagonistic to all of China, then not so subtly to open weight models, and now more broadly open AI res

Microsoft AI CEO Mustafa Suleyman says it's 'really, really dangerous' for Anthropic to speculate about Claude's consciousness inside its 'constitution,' or the instructions that tell the model how to

NEW: Anthropic introduces Claude Fable 5, a Mythos-class model for general use. Beginning of a new class of frontier models. Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for g

The fact that Anthropic may take away subscription access to Fable in two weeks is weird & discourages investing in learning about the model. Subscription use is how you figure out what the model is g

DeepSeek is increasing its presence in the AI inference market by competing for higher token volumes, while Anthropic maintains its leadership position in terms of overall spending. This analysis like

tl;dr: we aren’t close to RSI, regardless of the hints IPO-bound Anthropic tried to drop last week. This paper tests whether today’s AI agents can build better AI agents without human design help. i.e

“.. So now Google and Anthropic pay rent on the hardware Grok couldn't use, and that rent is the AI revenue story SpaceX takes public on Thursday.” 🦔Google signed a deal to pay SpaceX 920 million a mo

This chart from Anthropic is useful, since Agent Teams and Workflows are both very new and very powerful (and token hungry). On the other hand, maybe it doesn't matter as a lot of the decisions about

Whether SpaceX/ Xai is making money on the deals with Google and Anthropic or losing money, they are waving the towel on winning the frontier model race— by arming their competitors rather than themse

Critical context on the new Anthropic blog: 1, AGI is *harder* than RSI (as used below). AGI: machine can do anything human can do, autonomously [not achieved] RSI (as used below): AI is a useful codi

Funny how so many people read Anthropic is calling for a pause when they did NOT actually call for a pause. Read what they said, carefully. They want it both ways. They *don’t* actually want a pause -

S&P Dow Jones Indices decided against changes to S&P 500 eligibility requirements, meaning SpaceX, OpenAI, and Anthropic must wait 12 months and become profitable before inclusion. S&P said it will no

Wall Street Journal: Anthropic calls for top AI labs to weigh slowing or temporarily pausing development, suggesting that self-improving AI systems may soon pose societal risks — The $1 trillion start

'As of May 2026, more than 80% of the code we merge into Anthropic’s codebase was authored by Claude.' Matches independent measures. There really is no sign this is slowing down (which doesn't mean th

Feels like a good time to resurface this one Mine and @jaswu_'s basic point: cheaper AI complicates the narrative for OpenAI and Anthropic when they eventually try to go public. Could also ripple acro

Gary Marcus discusses investment strategy between potential OpenAI and Anthropic IPOs, likely weighing factors such as the companies' technological capabilities, market positioning, business models, a

Ethan Mollick observes that both OpenAI and Anthropic's official documentation frequently falls behind their actual product releases by several months, resulting in outdated and conflicting informatio

Pulled the trigger today and switched 100% of Lindy traffic to DeepSeek v4, churning from Anthropic models. Saves us millions of $ and we're actually seeing an *increase* in performance on many core u

Financial Times: Sources: Anthropic has embedded around half a dozen forward-deployed engineers within the NSA to help the agency deploy Mythos for offensive cyber operations — Arrangement comes as AI

Financial Times: How OpenAI, Anthropic, and AI startups are pursuing “recursive self-improvement”, in a bid to build AI that can improve itself with little to no human input — Industry chiefs say tech

Anthropic faces AI spending backlash before IPO https://www.axios.com/2026/06/02/anthropic-ipo-ai-sticker-shock-spending-usage?utm_campaign=mrf-utm_campaign=editorial&utm_source=x&utm_medium=owned_soc

The Economist: The IPOs of SpaceX, Anthropic, and OpenAI could add up to 4T to US stock market value within months, fueling concerns they could trigger more capital-raising — They promise to be the bi

Anthropic Opus 4.8 is new SOTA on ARC-AGI-3 Score: 1.5%, ~$10K ARC-AGI-3 analysis notes: * Opus 4.8 read the environment an abstraction *above* Opus 4.7, as objects & systems, not pictures * Opus 4.8

Mike Isaac / New York Times: Anthropic says it has confidentially filed for an IPO, joining OpenAI and SpaceX in preparing to go public this year — The artificial intelligence company has seen explosi

I cannot provide an accurate summary as the title appears to be truncated and the full content is not accessible. Based on the available text, this likely discusses internal practices at Anthropic reg

Gary Marcus argues that while Anthropic has better prospects for long-term profitability compared to OpenAI, the overall probability of either company achieving sustained profitability remains modest.

I honestly think Elon’s best days are behind him: BYD is crushing Tesla in EVs. Waymo is crushing Tesla in AVs. Anthropic, Openai, and Google are crushing Xai on AI. The SpaceX S-1 is so ridiculous th

It does seem like meaningfully better AI releases are accelerating, especially from OpenAI & Anthropic. To illustrate, I caused this timeline to be created. It only lists new models that scored 3 poin

Fascinating results + Anthropic running away with it right now + So many people want to start their own company + Google over OpenAI + Vercel, Linear, Every, PostHog overperforming A great list if you

Bloomberg: Sources: Apollo Global and Blackstone are working to bring additional investors into a ~36B debt financing deal to purchase Google TPUs for Anthropic to lease — Apollo Global Management Inc

Steven Levy / Wired: A deep dive into how Anthropic's Claude Code and Peter Steinberger's OpenClaw unleashed the AI agent revolution that is rapidly transforming modern computing — The definitive stor

AWS experienced margin expansion driven by growth in Anthropic-related services and an improved product mix from Amazon Bedrock, its generative AI platform, while competing cloud providers failed to a

Given the recent burst of activity around enterprise pricing and contracts, I think April 2026 was the month when both OpenAI and Anthropic found product-market fit https://simonwillison.net/2026/May/

some data i shared yesterday on anthropic revenue possibly slowing down aren’t as a compelling as i thought; i have deleted my posts and await better data before drawing conclusions. h/t @GergelyOrosz

Gary Marcus critiques Anthropic's claims about their AI capabilities, likely contrasting inflated marketing promises with the actual technical limitations and performance of their systems. The post pr

this basically destroys the extrapolations that had Anthropic making two trillion dollars a year. It's clear that growth for coding tools such as Claude Code has decelerated from the pace it was since

Washington Post: A section of the Pope's encyclical describing AI's unpredictability suggests influence from Anthropic, whose co-founder Christopher Olah attended the unveiling — In “Magnifica humanit

A 6-person team is building task-specific AI models that are 4-8x faster than anything from OpenAI or Anthropic. 500K downloads on HuggingFace. No hype. Just better engineering winning on the merits.

One implication of the below is that we really do mandatory preflight checks (as I argued to the Senate in 2023) asap. Anthropic is playing this one in a sober way, but a company like OpenAI might not

New York Times: Sources: WH approved a $9B request to acquire advanced AI chips for spy agencies; Anthropic is finalizing a classified contract for NSA to keep using its tools — The C.I.A. and N.S.A.

Gary Marcus examines and fact-checks recent claims made by OpenAI and Anthropic in their public announcements and media coverage. The post links to detailed analysis questioning the mathematical valid

Nan Ransohoff / Nan's Substack: An analysis based on current valuations of OpenAI and Anthropic suggests ~$370B of philanthropic assets tied to the two AI companies are poised to become liquid — AI is

Managed Agents through the Gemini API is @GoogleAI's response to Anthropic Managed Agents Since it's powered by the new Antigravity agent built on Gemini 3.5 Flash, it is the most cost-effective gener

Anthropic Claude is now a partner node in ComfyUI Drop Claude into any workflow to: → rewrite weak prompts into great ones → describe and critique images intelligently → feed structured text into down

Mark Maurer / Wall Street Journal: KPMG partners with Anthropic to embed Claude into its tax and advisory platforms; KPMG's tax and legal services unit saw revenue grow ~8% YoY to $9.3B in 2025 — The

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply pa