Until tonight, I didn’t think either the US or China would “win” the GenAI race. I thought it would be a tie. Didn’t occur to me the Trump administration could trip the US efforts from behind. But it just did.
ECONOMY
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Commerce decree shuts Anthropic, critic calls overdramatic and counterproductive
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Commerce’s shocking decree this afternoon – which effectively shuts down Anthropic by cutting off access to Mythos 5 and Fable 5 for many of their own employees — seems both wildly overdramatic and also counterproductive for the US AI industry. I concur with @deanwball
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AI keeps secret an equivalent of AlphaGo’s Move 37 for day trading
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I think that one of the leading AI labs will eventually discover the day trading equivalent of AlphaGo's Move 37, and they will keep it to themselves until someone blows the whistle.
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The evolution of AI costs: from $20 to $1000 per employee
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Last year, it was laughable for a company to spend $1,000/employee/month on AI – the $20 plans were enough for everything anyone did with it This year, setting a cap of $1,000/month is seen as the financially prudent thing to do, and the one
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Reverse Jevons Paradox: Fable Could Reduce Spending
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I wonder if Fable might cause a sort of 'inverted Jevons paradox', where companies would realize how much tokenmaxxing would cost them with Fable, to the point that they would reduce their spending beyond what they would have done if only Opus were
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Questioning the long-term price of subsidized AIs
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I wondered how the price of AIs would work in the long term. For now, it feels subsidized – like those $200 plans that give you $8,000 to $14,000 worth of usage. But honestly, it's hard to tell.
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Olivier Rimmel congratulates Mistral and calls for three AI providers in France
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The French AI #Mistral is very advanced and very performant, not at the level of Opus, even less of Fable, but it's still very good and it's improving all the time. I want three providers like that in France. President @EmmanuelMacron, make sure there are
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Dystopian scenario Europe 2031: AI decline, but hope
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Europe 2031 just dropped. A five-year scenario of our continent's slide into AI irrelevance, by Judith Dada & the people who advised European leaders. It’s pretty dystopian. But it doesn't have to end where it ends.
— Andreas Klinger 🦾 (@andreasklinger) 12 juin 2026
A few weeks ago I sat down with Judith in front of the… pic.twitter.com/lVDcK2LvA7Europe 2031 has just been released. A five-year scenario of our continent sliding into irrelevance in AI, by Judith Dada and those who advise European leaders. It's rather dystopian. But it doesn't have to end that way. There is
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Agents’ Last Exam: Benchmarking AI on real-world professional tasks for economy
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Are AI benchmarks really measuring what matters for the economy? Enter Agents’ Last Exam (ALE) — a benchmark that tests AI agents on long, real-world professional tasks, not just puzzles. It covers 1,000+ tasks across 55 fields mapped to U.S. job classifications. The
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The only exponential increase in Mythos models was cost
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So the only real exponential increase with “Mythos class models” was … in … cost. No wonder Anthropic was terrified.