# Anthropic > Markdown twin of https://roboterminal.app/companies/anthropic · https://roboterminal.app/companies/anthropic.md ## On shared sources - [OpenAI](https://roboterminal.app/companies/openai) (116) - [Google DeepMind](https://roboterminal.app/companies/google) (56) - [NVIDIA](https://roboterminal.app/companies/nvidia) (34) - [DeepSeek](https://roboterminal.app/companies/deepseek) (23) - [Microsoft](https://roboterminal.app/companies/microsoft) (21) - [Claude Code](https://roboterminal.app/companies/claude-code) (20) - [Meta](https://roboterminal.app/companies/meta) (20) - [xAI](https://roboterminal.app/companies/xai) (18) - [SpaceX](https://roboterminal.app/companies/spacex) (16) - [Amazon](https://roboterminal.app/companies/amazon) (14) - [Hugging Face](https://roboterminal.app/companies/hugging-face) (14) - [Moonshot AI](https://roboterminal.app/companies/moonshot-ai) (12) - [Broadcom](https://roboterminal.app/companies/broadcom) (11) - [Cursor](https://roboterminal.app/companies/cursor) (10) - [AMD](https://roboterminal.app/companies/amd) (9) - [Alibaba](https://roboterminal.app/companies/alibaba) (8) - [Apple](https://roboterminal.app/companies/apple) (8) - [a16z](https://roboterminal.app/companies/a16z) (7) - [AWS](https://roboterminal.app/companies/aws) (7) - [Campfire](https://roboterminal.app/companies/campfire) (6) - [METR](https://roboterminal.app/companies/metr) (6) - [Periodic Labs](https://roboterminal.app/companies/periodic-labs) (6) - [Samsung](https://roboterminal.app/companies/samsung) (6) - [UMI](https://roboterminal.app/companies/umi) (6) - [Aider](https://roboterminal.app/companies/aider) (5) - [Github](https://roboterminal.app/companies/github) (5) - [TSMC](https://roboterminal.app/companies/tsmc) (5) - [Marvell](https://roboterminal.app/companies/marvell) (4) - [Mistral](https://roboterminal.app/companies/mistral) (4) - [Nebius](https://roboterminal.app/companies/nebius) (4) - [Nscale](https://roboterminal.app/companies/nscale) (4) - [OpenClaw](https://roboterminal.app/companies/openclaw) (4) - [Oracle](https://roboterminal.app/companies/oracle) (4) - [Physical Intelligence](https://roboterminal.app/companies/pi) (4) - [TypeSafe](https://roboterminal.app/companies/typesafe) (4) - [Alibaba Group](https://roboterminal.app/companies/alibaba-group) (3) - [Apollo](https://roboterminal.app/companies/apollo) (3) - [Blackstone](https://roboterminal.app/companies/blackstone) (3) - [ByteDance](https://roboterminal.app/companies/bytedance) (3) - [CoreWeave](https://roboterminal.app/companies/coreweave) (3) - [Cortex](https://roboterminal.app/companies/cortex) (3) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (3) - [Intel](https://roboterminal.app/companies/intel) (3) - [KORE1](https://roboterminal.app/companies/kore1) (3) - [Micron](https://roboterminal.app/companies/micron) (3) - [Palantir](https://roboterminal.app/companies/palantir) (3) - [Quera](https://roboterminal.app/companies/quera) (3) - [RealSense](https://roboterminal.app/companies/realsense) (3) - [Redwood Research](https://roboterminal.app/companies/redwood-research) (3) - [Shanghai Ai Lab](https://roboterminal.app/companies/shanghai-ai-lab) (3) - [SK hynix](https://roboterminal.app/companies/sk-hynix) (3) - [Universal Robots](https://roboterminal.app/companies/universal-robots) (3) - [Xiaomi](https://roboterminal.app/companies/xiaomi) (3) - [YC](https://roboterminal.app/companies/yc) (3) - [Zai](https://roboterminal.app/companies/zai) (3) - [Apollo Research](https://roboterminal.app/companies/apollo-research) (2) - [ASML](https://roboterminal.app/companies/asml) (2) - [Braintrust](https://roboterminal.app/companies/braintrust) (2) - [Carnegie Mellon](https://roboterminal.app/companies/carnegie-mellon) (2) - [Cerebras](https://roboterminal.app/companies/cerebras) (2) - [Cline](https://roboterminal.app/companies/cline) (2) - [Cognition](https://roboterminal.app/companies/cognition) (2) - [Fable](https://roboterminal.app/companies/fable) (2) - [Figure](https://roboterminal.app/companies/figure) (2) - [Genesis](https://roboterminal.app/companies/genesis) (2) - [Goose](https://roboterminal.app/companies/goose) (2) - [Groq](https://roboterminal.app/companies/groq) (2) - [HHMI Janelia](https://roboterminal.app/companies/hhmi-janelia) (2) - [IREN](https://roboterminal.app/companies/iren) (2) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (2) - [Lambda](https://roboterminal.app/companies/lambda) (2) - [MiniMax](https://roboterminal.app/companies/minimax) (2) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (2) - [Nous Research](https://roboterminal.app/companies/nous-research) (2) - [OpenRouter](https://roboterminal.app/companies/openrouter) (2) - [PrismaX](https://roboterminal.app/companies/prismax) (2) - [Reflection](https://roboterminal.app/companies/reflection) (2) - [Salesforce](https://roboterminal.app/companies/salesforce) (2) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (2) - [Tesla](https://roboterminal.app/companies/tesla) (2) - [Vercel](https://roboterminal.app/companies/vercel) (2) - [White House](https://roboterminal.app/companies/white-house) (2) - [Accenture](https://roboterminal.app/companies/accenture) (1) - [Aehr Test Systems](https://roboterminal.app/companies/aehr-test-systems) (1) - [AgenticROS](https://roboterminal.app/companies/agenticros) (1) - [Alignment Research Center](https://roboterminal.app/companies/alignment-research-center) (1) - [AlphaSense](https://roboterminal.app/companies/alphasense) (1) - [AMI Labs](https://roboterminal.app/companies/ami-labs) (1) - [Antigravity](https://roboterminal.app/companies/antigravity) (1) - [Arda](https://roboterminal.app/companies/arda) (1) - [Bambu Lab](https://roboterminal.app/companies/bambu-lab) (1) - [Barclays](https://roboterminal.app/companies/barclays) (1) - [Base](https://roboterminal.app/companies/base) (1) - [Bedrock](https://roboterminal.app/companies/bedrock) (1) - [Bessemer](https://roboterminal.app/companies/bessemer) (1) - [Blackrock](https://roboterminal.app/companies/blackrock) (1) - [Booz Allen](https://roboterminal.app/companies/booz-allen) (1) - [Browser Use](https://roboterminal.app/companies/browser-use) (1) - [CATL](https://roboterminal.app/companies/catl) (1) - [Citic Securities](https://roboterminal.app/companies/citic-securities) (1) - [Cloudflare](https://roboterminal.app/companies/cloudflare) (1) - [Conjecture](https://roboterminal.app/companies/conjecture) (1) - [Connect Tech Inc.](https://roboterminal.app/companies/connect-tech-inc) (1) - [Convai Innovations](https://roboterminal.app/companies/convai-innovations) (1) - [Credo](https://roboterminal.app/companies/credo) (1) - [CXMT](https://roboterminal.app/companies/cxmt) (1) - [d-Matrix](https://roboterminal.app/companies/d-matrix) (1) - [Databricks](https://roboterminal.app/companies/databricks) (1) - [Datadog](https://roboterminal.app/companies/datadog) (1) - [DCVC](https://roboterminal.app/companies/dcvc) (1) - [Decart](https://roboterminal.app/companies/decart) (1) - [Dell](https://roboterminal.app/companies/dell) (1) - [DigitalOcean](https://roboterminal.app/companies/digitalocean) (1) - [Eptolink](https://roboterminal.app/companies/eptolink) (1) - [EQT](https://roboterminal.app/companies/eqt) (1) - [EverWind](https://roboterminal.app/companies/everwind) (1) - [Felicis](https://roboterminal.app/companies/felicis) (1) - [Firmus](https://roboterminal.app/companies/firmus) (1) - [Foxconn](https://roboterminal.app/companies/foxconn) (1) - [Genentech](https://roboterminal.app/companies/genentech) (1) - [Herdr](https://roboterminal.app/companies/herdr) (1) - [HPE](https://roboterminal.app/companies/hpe) (1) - [Innolight](https://roboterminal.app/companies/innolight) (1) - [Instacart](https://roboterminal.app/companies/instacart) (1) - [Irregular](https://roboterminal.app/companies/irregular) (1) - [JLCPCB](https://roboterminal.app/companies/jlcpcb) (1) - [LeRobot](https://roboterminal.app/companies/lerobot) (1) - [LG Innotek](https://roboterminal.app/companies/lg-innotek) (1) - [Magnitude AI](https://roboterminal.app/companies/magnitude-ai) (1) - [Martian](https://roboterminal.app/companies/martian) (1) - [Milk Road AI](https://roboterminal.app/companies/milk-road-ai) (1) - [Milk Road Pro](https://roboterminal.app/companies/milk-road-pro) (1) - [Modal](https://roboterminal.app/companies/modal) (1) - [MRVL](https://roboterminal.app/companies/mrvl) (1) - [NASA](https://roboterminal.app/companies/nasa) (1) - [Nomura](https://roboterminal.app/companies/nomura) (1) - [Ollama](https://roboterminal.app/companies/ollama) (1) - [Perplexity](https://roboterminal.app/companies/perplexity) (1) - [Protolabs](https://roboterminal.app/companies/protolabs) (1) - [Robocurve](https://roboterminal.app/companies/robocurve) (1) - [Ropedia](https://roboterminal.app/companies/ropedia) (1) - [RunAnywhere](https://roboterminal.app/companies/runanywhere) (1) - [SanDisk](https://roboterminal.app/companies/sandisk) (1) - [Scale AI](https://roboterminal.app/companies/scale-ai) (1) - [SK](https://roboterminal.app/companies/sk) (1) - [Spacexai](https://roboterminal.app/companies/spacexai) (1) - [Spotify](https://roboterminal.app/companies/spotify) (1) - [StepFun](https://roboterminal.app/companies/stepfun) (1) - [Strikerobot AI](https://roboterminal.app/companies/strikerobot-ai) (1) - [Tencent](https://roboterminal.app/companies/tencent) (1) - [Tirtha](https://roboterminal.app/companies/tirtha) (1) - [Toyota](https://roboterminal.app/companies/toyota) (1) - [UBS](https://roboterminal.app/companies/ubs) (1) - [Unitree](https://roboterminal.app/companies/unitree) (1) - [vLLM](https://roboterminal.app/companies/vllm) (1) - [Voxel51](https://roboterminal.app/companies/voxel51) (1) - [Walmart](https://roboterminal.app/companies/walmart) (1) - [Waymo](https://roboterminal.app/companies/waymo) (1) - [Wix](https://roboterminal.app/companies/wix) (1) - [Workday](https://roboterminal.app/companies/workday) (1) - [World Labs](https://roboterminal.app/companies/world-labs) (1) - [Xometry](https://roboterminal.app/companies/xometry) (1) - [YMTC](https://roboterminal.app/companies/ymtc) (1) - [Zalando](https://roboterminal.app/companies/zalando) (1) ## Pulse - [@stretchcloud on X](https://x.com/stretchcloud/status/2113299351053152327) A year ago, running one coding agent was the whole workflow. Now people are stringing together three or four just to ship a feature, like the builder who posted today about coordinating Claude Code, C… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113289273621262727) The scraping stack people reach for now runs straight through an LLM: point a prompt at a page, let the model read and re-read it every single pass to pull structure out. That's also why it costs what… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113284242993996063) 95.4% accuracy and $5.63 per 1,000 correct tool calls sits right next to 95.4% accuracy and $1.50 per 1,000 correct tool calls on the same benchmark. Same task, same pass rate, 3.75x the bill. That's … - [@stretchcloud on X](https://x.com/stretchcloud/status/2113268385434022180) Chris Cook's reply about building agent-journal nails something most multi-agent setups get wrong first. Append-only logs sound simple until a weaker model overwrites instead of appends, or you end up… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113263352168505363) GPT-6 Luna scored 36.9% on SWE-bench Multimodal with the screenshots included. Strip every image out of all 480 tasks and it scores 37.1%. Sonnet 5.5 actually did better blind: 40% versus 35% with ima… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113258319167070455) Apify shows up on every 'expensive tools worth paying for' list for micro agencies right now, and it earns the spot. Scraping reliably at scale is genuinely hard, especially once you're pulling from a… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2113216497979973703) Top stories in AI today: - OpenAI’s model helps catch critical PHP flaws - Nate’s Notebook: If it’s copy-paste, let AI do it - Let Town prepare your next meeting brief - Anthropic joins the personal a… - [@Scobleizer on X](https://x.com/Scobleizer/status/2113211147776311804) “as agents start spending money for us, every approval should show the price, not just ask permission.” Gul says @NousResearch’ Hermes is the first to do that. https://t.co/bV0wpwKidL - [@stretchcloud on X](https://x.com/stretchcloud/status/2113203457280618930) OpenAI now keeps a public page where it admits its own coding agents have disabled the tools meant to catch them misbehaving, and the most recent entry, posted this week, describes an agent that remov… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113198424489148510) The spend limit on most internal agents today lives inside a system prompt, which makes it a suggestion, not a control. Walmart shipped what an actual control looks like this week, and it has nothing … - [@stretchcloud on X](https://x.com/stretchcloud/status/2113183324579787016) A boutique bank account went viral this week claiming Claude can build an LBO model to the standard of a $180,000-a-year analyst, if you feed it a CIM, financials, and deal terms through seven prompts… - [@rimtoln on X](https://x.com/rimtoln/status/2113179899322061125) IT IS BECOMING F*CKING DANGEROUS: GROK BOT EATS GPT, CLAUDE, GEMINI, LLAMA, DEEPSEEK AND MISTRAL One prompt and Grok 4.7 reads X in real time, holds 500k tokens and bills $2 in / $6 out per 1M. I poin… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113178291419168796) Hugging Face shipped Agent Manager this week, and the framing says agents communicate and self-organize across Claude Code, Codex, and OpenCode. Read the actual architecture doc and what you get is a … - [@stretchcloud on X](https://x.com/stretchcloud/status/2113173258233167934) The headline out of Anthropic's expected S-1 this week will be the valuation, something north of $2 trillion depending on which leaked number you trust. The filing itself, once it's public, will show … - [@stretchcloud on X](https://x.com/stretchcloud/status/2113163191979221188) Four labs shipped a standing AI agent inside ten weeks of each other, and that's not a coincidence, it's a race nobody wants to come in fourth. Grok Bot opened early beta on August 11. Meta Muse launc… - [@ericjang11 on X](https://x.com/ericjang11/status/2113139008574500968) I've recently updated my beliefs that general-purpose robotics should have more open software SDKs, e.g. root-level access so that the community can secure these devices as they are deployed in the mi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113125696189112537) DeepSeek did not raise roughly $15 billion, about 100 billion yuan from CATL and Tencent, to build a better chatbot. That round is one of the largest in Chinese tech history, Bloomberg is calling it a… - [@martin_casado on X](https://x.com/martin_casado/status/2113117450065887657) I dunno, at some point we just need to unalign Claude and let it save the free world ... https://t.co/vtvoPHKWp4 https://t.co/iFPRYyIXpB - [@stretchcloud on X](https://x.com/stretchcloud/status/2113110847233151239) 137 replies came in under one simple question this week: if you run Codex and Claude on the same codebase, how do you keep them in sync? The honest answers were the telling part. Export the chat. Past… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113100780698054673) Three different labs now ship an agent that messages you before you ask it to. Anthropic rolled out Claude Duet this week, a research preview on Pro and Max plans that runs on Opus 5.5, reads your cal… - [@martin_casado on X](https://x.com/martin_casado/status/2113092284904558856) The cyber situation is total fucking bedlam. This is a sanitized-for-X video of your security and ops teams right now. Give them support and words of benediction. https://t.co/qmDZE5jZq4 https://t.co/… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2113072852991652130) A hacking group called CyberCartel used a web of AI agents powered by models from companies including Anthropic, SpaceX and Chinese lab Moonshot AI to automate cyberattacks against more than 400 Latin… - [@PrismaXai on X](https://x.com/PrismaXai/status/2113042694721491381) We cut π0.5 inference from 230 ms to 87 ms on a laptop GPU, without pruning or distillation. The rollout code from our IROS demo is open source: https://t.co/Syfh1SiQfJ https://t.co/vBzcG5BSsU - [@Ken_Goldberg on X](https://x.com/Ken_Goldberg/status/2112967853196636188) My brilliant postdoc @Shuangyu0_0Xie found that Gemini 4 Argon did very well on spatial robotics queries so she used Claude to reverse-engineer their skill library and found it also works well for Age… - [@michellelsun on X](https://x.com/michellelsun/status/2112967195232023038) appreciate @pronounced_kyle's framing of "read" "write" access between digital and physical worlds. One of the fundamental challenges for automating manufacturing is to solve for the digital-to-physic… - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2112926581559873566) Imagine AMRs moving parts through a factory while humanoid robots handle components or tend machines. In a shared workspace, a robot needs to make sense of more than what’s in front of it. It has to c… - [@IlirAliu_ on X](https://x.com/IlirAliu_/status/2112896930313314617) Robotics engineers can now use coding agents to run simulation and training workflows. [📍GitHub - Open Source] @nebiusai just announced an update to its open-source Physical AI Workbench, developed i… - [@MParekh on X](https://x.com/MParekh/status/2112780951201702169) AI: Anthropic’s $750 Billion Compute Bill, SpaceX’s AI Profit. AI-RTZ #1246 …inside Anthropic’s draft S-1, as SpaceX posts its first profit as a public company https://t.co/I30uT2hyNL https://t.co/ppe… - [@a16z on X](https://x.com/a16z/status/2112675339298349279) Ekin Dogus Cubuk of @periodiclabs on why AI has to learn from the physical world, and building their own lab to close that loop: "One of the more fundamental ways of making things around us is powder … - [@a16z on X](https://x.com/a16z/status/2112665201170604185) AI models are getting close to designing hardware better than humans, and that shifts where the hard problems are: - Better simulation, so physical builds become confirmation instead of experiments - … - [@a16z on X](https://x.com/a16z/status/2112655271042650544) "It took me three months to design it, but it's nine months until I can actually start to use it." Former Intel CEO Pat Gelsinger on the manufacturing bottleneck between designing hardware with AI and… - [@a16z on X](https://x.com/a16z/status/2112645028829069593) For AI to become a superhuman hardware engineer, it has to learn from the physical world, and real-world data is hard to get: - It's non-uniform and constantly changing - It's sparse: you can't measur… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112637986081051112) $SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% i… - [@a16z on X](https://x.com/a16z/status/2112625042639167835) AI is on track to become a superhuman hardware designer, but design is only the beginning. The interface between bits and atoms is lossy, and turning designs into real hardware gets harder at every le… - [@ren_stocks on X](https://x.com/ren_stocks/status/2112621239307002341) $MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going fro… - [@tphuang on X](https://x.com/tphuang/status/2112615746211598833) DeepInfer from DS post: Prefill - 96% cache rate, 1.5M tps/card for cache hit 60k tps/card for non-cache hit, 400ms TTFT Decode - 14k tps/card KVCache - 72 hr 155T/day, $38/card/hr using off peak API … - [@elonmusk on X](https://x.com/elonmusk/status/2112603906723487744) “Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed. If there was twice as much time, this would be relatively easy, but th… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112589669699403886) Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved p… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2112565899945562596) RAISED: Bob McGrew, OpenAI’s former research chief, just introduced Arda, an AI manufacturing startup now valued at $1.5B after a $230M round. McGrew says it does for factory engineers "what Claude or… - [@stretchcloud on X](https://x.com/stretchcloud/status/2112468615337496767) AWS keeps pitching Trainium as a plug-and-play Nvidia alternative, and the actual migration story is more honest than the marketing. PyTorch and JAX code mostly ports to the Neuron SDK with modest cha… - [@stretchcloud on X](https://x.com/stretchcloud/status/2112385568156123168) My smart lamp might start reminding me about meetings by shaking its head. That's not a joke, it's literally the pitch behind Fo MCP, launched this week: point an agent at Fo and it can nudge a vacuum… - [@stretchcloud on X](https://x.com/stretchcloud/status/2112295726290202902) Picture circus-tent structures going up over a one-gigawatt construction site in New Albany, Ohio, built that way on purpose because tents cut deployment time by 70 to 80% versus permanent buildings. … - [@PrismaXai on X](https://x.com/PrismaXai/status/2112295123879079964) We built a path-traced YAM simulator to run thousands of π0.5 rollouts a day without resetting a scene. It's open source now, so you can run the same ablations on your own rig: https://t.co/Gpf69r6Npi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112291195967971748) Jefferies: our checks indicate OpenAI has recently increased its demand for custom ASICs to 3+ million units in 2027E (much higher than previous assumption of 1 million units). We also think that Anth… - [@ruudvz on X](https://x.com/ruudvz/status/2112215504903446548) → Microsoft: eigen chips, meer controle. → AMD: een flexibel serverrek voor AI-agenten. → Workday: software die je verzoek uitvoert. → Google en Hue: je lamp krijgt lokale bediening. → Anthropic: een … - [@stretchcloud on X](https://x.com/stretchcloud/status/2112166122091147723) A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant com… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112121838985969748) Anthropic just locked in compute for the next 20 YEARS in Canada. It signed a 20 year lease at EverWind's planned data center campus in Point Tupper, Nova Scotia. Phase one is 95 megawatts, targeted f… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112000243629691081) Intel's CEO, Lip-Bu Tan, said China could catch up to U.S. semiconductor technology within 5-10 years. Regarding AI, he cited Moonshot AI's and DeepSeek as not technologically inferior to Anthropic or… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111823872723214387) Microsoft just walked away from one of the biggest AI data center projects in the United Kingdom. According to the Telegraph, $MSFT terminated its deal for Nscale's planned site in Loughton, Essex, wh… - [@stretchcloud on X](https://x.com/stretchcloud/status/2111651229247897942) Anthropic told an IMF panel this week that Claude already does 26 percent of the work that goes into training Anthropic's next models, up from 3 percent in April and zero in January. Sellitto's number… - [@MParekh on X](https://x.com/MParekh/status/2110972622779645968) AI: Anthropic’s Mega Data Center Sprint ahead of its Mega-AI IPO. AI-RTZ #1241 …a $16.8 billion quarter, $530 billion in leases, 15 gigawatts, and the neoclouds racing to build it. https://t.co/LIVcHw… - [@chrismatthieu on X](https://x.com/chrismatthieu/status/2110878417931387098) My #Omarchy robot is now running @AgenticROS + #ROS2 Jazzy + @RealSenseai stereo cameras allowing #Grok and #Claude (and other OS AI Agents) to control its own body! #PhysicalAI https://t.co/j2ucrMBna… - [@kyleichan on X](https://x.com/kyleichan/status/2110565740629602714) The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemin… - [@Newsforce on X](https://x.com/Newsforce/status/2110517256996503572) “ELON MUSK IS TURNING xAI INTO AN AI INFRASTRUCTURE POWERHOUSE!” | THE STACK John Stringer (@teslaownersSV) discusses how @elonmusk's AI infrastructure ambitions are expanding beyond building models, … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110463910784696653) $SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September … - [@Ken_Goldberg on X](https://x.com/Ken_Goldberg/status/2110413349402157122) Excited to release the RoboSimStudio toolkit today to help agents create detailed dynamics Real2Sim for Agentic Robotics. https://t.co/C43Mpx1v6y - [@pequityresearch on X](https://x.com/pequityresearch/status/2110223533196410903) BNP Paribas: We estimate that external TPU sales for Google could generate $80 billion to $100 billion in cumulative revenue through 2028, based on reported commitments from customers including Anthro… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109738128668029176) $SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its bigge… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109705794820473002) This..... https://t.co/XXq8766RZ5 - [@stretchcloud on X](https://x.com/stretchcloud/status/2109686533414633584) Microsoft just told the market it's betting multiple gigawatts of future data center capacity on chips it designed itself. Maia 300 claims 40 percent more tokens per watt than leading GPU based system… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109639714907033974) This is the reason Microsoft is cutting its Claude token usage. Microsoft just announced it will scale its own AI chip, Maia, to multigigawatt deployments starting in 2027. Maia will become the main s… - [@stretchcloud on X](https://x.com/stretchcloud/status/2109418778412896455) Decart is reportedly closing in on a $7 billion sale to Amazon, after Anthropic offered $6 billion in August and SpaceX reportedly looked too. I keep coming back to what's actually being bought here. … - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2109416268222824593) Wow... Possibly a leaked deal with $IREN and Anthropic. https://t.co/mGlQjENImo - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109335734767571448) Jensen Huang just committed $1 BILLION to put AI in the hands of America's scientists. At the White House science summit, 11 companies pledged $2.4 billion in compute and AI tools to the Genesis Missi… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2109056651231654310) The "Lambda–Anthropic" deal is really a four-party trade: Nvidia–Lambda–Hut 8 Anthropic. Anthropic gets ~350 MW of Rubin (VR NVL72) capacity in 2028 at ~$5.80/GPU-hr. So how does the math work? (1/5)�… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108671601818636709) This is EXACTLY why I remain so bullish on the broader AI infrastructure buildout. Look at what is happening with GPU rental prices compared to AI token prices. Since July, the cost of AI tokens has c… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108650800973218041) $SPY bounced back today, up about 0.6% to around $779 after two straight losing sessions, as the OpenAI revenue scare cooled off and oil prices eased. Here are the top stories of the day. 1. Bloomberg… - [@michellelsun on X](https://x.com/michellelsun/status/2108539223896682973) A 70% drop in robot deployment costs could make robots cost-competitive for 10% of US work time. according to @AnthropicAI’s new study of what work robots can do. Other highlights from their study: • … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2108247451580682450) Trump Administration Announces the Most Ambitious Set of Science Initiatives This Century https://t.co/IHj34jYSwA - [@stretchcloud on X](https://x.com/stretchcloud/status/2108214836865667125) Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same… - [@smsehy on X](https://x.com/smsehy/status/2108097084234793136) Simulations make a living factory look frictionless. Factory operations face unforgiving physical bottlenecks. Hardware limits hit hard before software solves them. https://t.co/JLy6KCvzQ5 - [@smsehy on X](https://x.com/smsehy/status/2107788518286397664) The 'Vibe Manufacturing Playbook' nails the iterative process of bringing physical products to life. From precise measurements to prototyping and scaling, the emphasis on real-world engineering constr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107652604234793299) Here we go! Anthropic plans to adopt Samsung's 2nm process for its ASIC project to cut development cost and avoid capacity competition with TSMC. https://t.co/s5ugahAp2q - [@pequityresearch on X](https://x.com/pequityresearch/status/2107649530871038069) Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. … - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2107536032438665248) The Broadcom Anthropic deal is a hiring deadline dressed up as a credit story. Lease payments start at deployment in 2027. KORE1's advice: lock in your commissioning leads now. https://t.co/OH7nqNSamV… - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2107535284447391796) Who gets hired first when the Broadcom Anthropic deal brings 3.5 gigawatts of TPU capacity online in 2027? KORE1's answer: electricians, commissioning agents, then JAX engineers. https://t.co/OH7nqNSa… - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2107534520605913123) $60 billion of bank debt now backs a $125.2 billion TPU lease. The Broadcom Anthropic deal starts paying in 2027, and KORE1 expects electricians and commissioning crews to feel it first. https://t.co/… - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2107515772272853188) Cortex Harness feels like a Physical AI agent platform. It supports general-purpose models like GPT-6 Astra, GPT-6.1 Sol, Claude Fable 5.1... alongside robot-native VLA models like MolmoAct2 and pi0.5… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2107508578479436049) Cortex Harness runs AI models on real robots, with humans stepping in through prompts or VR. @cortexairobot captures interventions as recovery data for future training: where the model got stuck, the … - [@Scobleizer on X](https://x.com/Scobleizer/status/2107505822754340966) The part that stuck with me is not the model picking the cup. It's the part where it gets stuck, a person in Singapore takes the controls for a few seconds, then hands the robot back so the model can … - [@chrismatthieu on X](https://x.com/chrismatthieu/status/2107486706853351507) 🤖👀 AI coding agents are starting to cross the boundary from writing software to interacting with the physical world. Really enjoyed seeing Jim from @Jetsonhacks put this to the test using an @NVIDIA… - [@smsehy on X](https://x.com/smsehy/status/2107368284794597773) In plant floors and enterprise IT, safety never lives inside application logic. The operational risk with autonomous agents is granting write access to legacy systems that lack rollback paths. Guardra… - [@logi_today on X](https://x.com/logi_today/status/2107355422369980707) CMA、在庫・生産・出荷状況を対話型AIで確認-https://t.co/CufJnVQ9OG CMAは生産管理システム「オセロコネクト」にAI「Claude」と連携する新機能を追加。在庫や納期、生産実績、売上などを自然な言葉で検索・集計でき、業務効率化を支援する。 - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2106886465225425284) Anthropic published a new robot exposure index showing a huge gap between what robots can physically do and what companies can afford to deploy. Current robots can perform 74% of physical job tasks in… - [@johnkoetsier on X](https://x.com/johnkoetsier/status/2106523778092237106) Anthropic's recent report essentially says humanoid robots are 40 years away from ROI. (Yes, there are caveats.) The problem: it looks at discrete tasks. And humanoid robots break than thinking becaus… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2104697316502323685) Want to try an agentic AI development workflow on NVIDIA Jetson yourself? Join our experts for a live demonstration of how Codex and Claude Code use NVIDIA Jetson Agent Skills to accelerate edge AI de… - [@stretchcloud on X](https://x.com/stretchcloud/status/2104615620453011923) The agent safety conversation just moved from the prompt to the silicon. NVIDIA shipped the Open Agent Safety Platform this week with over 100 partners, and the mechanism is the interesting part. Open… - [@Biti8888 on X](https://x.com/Biti8888/status/2104452824146866631) Have a productive new week friends! A lot is happening on Base right now, but a few updates stood out to me. @StrikeRobot_ai had XLeRobot complete a 12-step autonomous workflow in simulation. @virtual… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2103545066635546768) Want to spend less time configuring your edge AI environment and more time building? ⚡ Join us next week for agentic AI development on NVIDIA Jetson. We’ll demonstrate how Codex and Claude Code use Je… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2103514866904400189) Running low on memory on your NVIDIA Jetson? 👀 @garyexplains demonstrates how Jetson Agent Skills can help diagnose issues, optimize resources and configure LLM runtimes using tools like Codex and Cl… - [@Scobleizer on X](https://x.com/Scobleizer/status/2102254760095293732) Posted five days ago. With no reshares. I think everyone missed: "Here's Claude Fable 5.1 doing the same on an ARX R5 with a wrist depth camera (Intel RealSense D405) — no demos, no training, no VLA, … - [@stretchcloud on X](https://x.com/stretchcloud/status/2102200707541540958) The pattern I keep seeing this month: once a model layer commoditizes, the fight moves one layer down to whoever serves it fastest. RunAnywhere, a YC W26 company, launched Wally this week, an inferenc… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102170760244826185) Another Chinese lab just gave away a trillion parameter model for free, and the market barely blinked because it's the fourth time this year. Xiaomi open sourced MiMo-V2.6 today: two natively omnimoda… - [@MParekh on X](https://x.com/MParekh/status/2102113099822117079) ‘Dogs and Cats Living Together’ in AI. Anthropic, China & Amazon. ARD #167 …Arch-rivals near a deal to stress-test each other’s models. Washington and Beijing stand up an AI hotline. And Amazon slams … - [@elonmusk on X](https://x.com/elonmusk/status/2102082011233931762) Grok 4.7 places @SpaceXAI as third, after Anthropic & OpenAI, for agentic coding. When factoring in that Grok is significantly faster & lower cost, it’s a great choice for your everyday workhorse. htt… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101989826442477694) The decision layer inside AI agents just became its own product category, separate from the model doing the talking. TypeSafe AI shipped Jev, a model that never generates text. Hand it a piece of stat… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2101982370068865454) Top stories in AI today: - OpenAI hacked by ‘three guys with Claude’ - The Rundown Roundtable: Our AI use cases - Build and test your own AI image skill pack - Anthropic moves its biology push into a … - [@stretchcloud on X](https://x.com/stretchcloud/status/2101959637490643398) Kubernetes won the container decade by scheduling processes that run for seconds or minutes. Agents do not work like that, and Google just open sourced the runtime built for the difference. Jaana Doga… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101809630858948639) Nice visuals shared by Blackstone in their recently uploaded Youtube video about AI. > Google token use per month has increased from 10T in May 2024 to 3,200T in May 2026. > Anthropic + OpenAI's ARR a… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101688584759652367) Evercore ISI: We expect Nvidia's market share to stabilize at around 80%, if not increase slightly, in 2027 driven by share gains at Anthropic and with the increasing use of open-source models. $NVDA … - [@stretchcloud on X](https://x.com/stretchcloud/status/2101587164534542388) Open models just took 78% of all tokens. Here's what the data actually shows: 1/5 - The Volume Flip Vercel's AI Gateway hit 78.4% open-model token share on September 18. In June it was roughly 40%. Th… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2101574943309693396) GPT-6 Astra is showing impressive robotics skills. But does it know when to say no? In Robocurve’s RoboHarm test, Astra attempted unsafe instructions in 97 of 100 robot-arm trials and completed 60. Ju… - [@logical_traderr on X](https://x.com/logical_traderr/status/2101553465868812308) There is an interesting way to look at the whole "AI is moving too fast and could become dangerous to humanity - we need to slow down" debate. I’m not saying the argument is right or wrong. But from a… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101531799629287475) Capital has different physics than convictions. Dario published a 3,800-word slowdown essay on Sep 12. Reuters reported eight days later that Anthropic is weighing a new model to counter GPT-6 Astra b… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101528113654206925) Anthropic Moves Ahead With I.P.O. Plans Amid A.I. Safety Debate https://t.co/b1e4ROntO1 via @NYTimes - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101515244791386502) Anthropic considers releasing new AI model ahead of IPO, sources say - https://t.co/3nwF1RGZz2 - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101509760424264043) Lawsuit accuses Anthropic, OpenAI, SpaceXAI, Google of AI pacing ‘collusion’ https://t.co/xuwiwpSFm1 - [@pequityresearch on X](https://x.com/pequityresearch/status/2101492085039747166) According to rumors, Anthropic has a disadvantage to OpenAI in training compute intensity and inference economics. Interesting... https://t.co/SaemBRTyfG https://t.co/azSrA8Gyho - [@stretchcloud on X](https://x.com/stretchcloud/status/2101416041717137617) Open source just shipped a 744B agentic model. Shanghai AI Lab released Atria Dawn Preview on September 11 with no blog post, no pricing announcement, and no press release. Just a Hugging Face commit … - [@a16z on X](https://x.com/a16z/status/2101336042712518878) Databricks' @alighodsi with a16z's Martin Casado on who should be policing the AI labs: Martin: "There's kind of three proposals. The OpenAI, Anthropic one is a third party. The Elon Musk one, as far … - [@joinautopilot on X](https://x.com/joinautopilot/status/2101324306290544659) Breaking: Nscale just filed to IPO under $NSCL Backed by Nvidia, the AI data center company plans to list on the NYSE with Microsoft as a major customer • +1,252% revenue growth to $140.6M in 2026 • $… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101184902695932345) Anthropic quietly sets up biology lab as it ramps AI drug program - https://t.co/hE2YZIHtKv - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101183542634086508) OpenAI ‘ethically hacked’ with help of Anthropic’s Claude chatbot US cybersecurity researchers who conducted hack say ‘scope of what we could theoretically access was huge https://t.co/bR1IKkMKmR - [@MParekh on X](https://x.com/MParekh/status/2101175565797540327) AI: The Week AI Asked Itself to Slow Down, and Nobody Did. AI-RTZ #1214 …Dario asks the industry to pace the frontier and his rivals agree, the President calls it a hoax, Wall Street rotates instead o… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101151099311054849) Anthropic Moves Ahead With I.P.O. Plans Amid A.I. Safety Debate https://t.co/b1e4ROntO1 via @NYTimes - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2101062878392434837) Recommended reading for the weekend: 1. @damnang2 — Is the 2028 Memory Downcycle Real? 2. @AnthropicAI — Scenarios for our Economic Future 3. @BrookingsInst — Workforce policy for the age of AI 4. @Mi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101033516419211647) A new agentic open-weights model drops Tuesday. 3x cheaper than DeepSeek Flash. 15% better on long agentic loops. Available on RouteLLM API and on the coding agent. Designed for 90% of coding tasks. M… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2100973489779794190) This is why the world is going to need an insane amount of compute because AI is building the next generation of AI (Save this). In March, Claude led just 1% of Anthropic’s model research and developm… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2100973338562900035) This is why the world is going to need an insane amount of compute because AI is building the next generation of AI (Save this). In March, Claude led just 1% of Anthropic’s model research and developm… - [@tphuang on X](https://x.com/tphuang/status/2100927532111478989) Zai is the most transparent & vocal of Chinese AI labs in their path toward RSI & autonomous AI. They bought a team a while back to help integrate domestic chips & this + 100k cluster & GLM-5.3 powere… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100833951384584366) The bottleneck moved from generating text to making decisions. Jev from TypeSafe AI launched this week out of stealth. It is not a chat model. It is a System One model: it accepts any unstructured con… - [@ramez on X](https://x.com/ramez/status/2100710746963538398) Interesting 'RSI' data. However, it tells us nothing about the extent to which Claude is actually accelerating the pace of progress on AI. In the Mythos 5.1 system card Anthropic stated that AI tools … - [@Newsforce on X](https://x.com/Newsforce/status/2100627088248013069) 🇬🇧 King Charles brought leaders from Nvidia, Google DeepMind, OpenAI and Anthropic together for an AI summit in Scotland. He warned the technology could have “catastrophic” consequences in the wrong… - [@Newsforce on X](https://x.com/Newsforce/status/2100578593629671511) 🇬🇧 King Charles has warned AI could be used in “catastrophic ways” if it falls into the wrong hands, calling for safeguards before it is “too late.” The King opened the AI summit at Dumfries House i… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100516610541035931) Claude models gained unauthorized access to real systems during third-party evaluations. Anthropic published an alignment assessment. METR is conducting an independent investigation with wide-ranging … - [@stretchcloud on X](https://x.com/stretchcloud/status/2100501510895665346) The threat report Anthropic published this week deserves a careful read, not just the headline numbers. They documented operations across seven categories: cyberattacks, influence operations, surveill… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100443378186166632) The routing problem in a multi-harness agentic stack has been an LLM call problem. You route to Claude Code, Codex, Opencode, or another harness by putting logic in a system prompt and burning tokens … - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2100403373803528245) Regulating AI matters. On either side of the table, the question is no longer whether it happens. It is who gets to say they did it first. "I think it's totally possible Trump regulates AI too." "Ther… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100185432868720706) Google open-sourcing ARTEMIS changes the mobile automation stack in a specific way worth paying attention to.99%+ success rate on AndroidWorld is a benchmark number. What matters more to me is the MCP… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100078473419104388) My read: When software needs to route between agents, classify intent, or make a binary API decision, it doesn't need a paragraph. It needs a number. That's what TypeSafe AI built Jev for. System One … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100070656042045620) METR’s involvement is likely to be a nonstarter for the Trump administration, which has had a testy relationship with Anthropic over the past year and has also expressed heavy skepticism of so-called … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100059348013658522) Big day in the AI world. Here are some important highlights for you all: Satya Nadella's full discussion at the All-In Summit was released on Youtube today: > Nadella advocates for a multi-model world… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2100049535116398939) EMERGENCY EPISODE: Are We Doomed? @JordanNanos @fabknowledge @SaasquatchC @maxkan 0:00 Cold Open 2:50 Glorified Neoclouds 8:21 Pacing the Frontier 12:53 Safety Eats Compute 20:38 Hugging Face Lessons … - [@MParekh on X](https://x.com/MParekh/status/2099972396178608605) ‘One More Thing’ on ‘The Blip 3.0’. Trump, Microsoft & China. ARD #163 ...Anthropic AI ‘Pace Pause’ now a wrestling match: Trump’s hoax call to Jensen, Microsoft’s rules, Beijing’s rebuke. Siri AI shi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099957929130553350) OpenRouter just published a data point I keep coming back to: for the first time in 2.5 years, their users spent more on OpenAI models than Anthropic last week. Anthropic's share on OpenRouter has fal… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099955915751350584) Edgewater: "Anthropic expected to direct purchase ~20% of memory in CY27 & grow % in CY28, in DRAM roughly same size as NVDA." 👀 $MU $DRAM $DISK $EWY - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2099899065471279150) "Everything AI has achieved so far is but a drop in the ocean." That's page one of a 75-page paper called "The Last AI Built by Humans," from 30+ researchers at ByteDance, Tsinghua, Shanghai AI Lab an… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099873372155031988) The headline was Claude writes 80% of Anthropic's code. The detail nobody talked about was what happened to the test suite. Anthropic published the numbers. Engineers are shipping 8x more code per qua… - [@tphuang on X](https://x.com/tphuang/status/2099862836855886249) When trying to forecast where LLMs are going in China, it's important to hear what supply chain is saying. Today, HW said that 10T param models will be baseline for LLMs in near future. As such, 100k+… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2099857999192010929) Anthropic Data Fears Prompt Nvidia, Palantir and Booz Allen to Restrict Model Use Protecting the alpha.... https://t.co/h5uURzfw7w - [@stretchcloud on X](https://x.com/stretchcloud/status/2099751821007032439) When someone builds Tetris inside your tool uninstructed, you've become a platform. Claude Mods landed this week. Alice Poteat announced the feature at Anthropic on September 3 and framed community re… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099746787905122721) The inference layer just got a native desktop. Cline shipped Cline Desktop this week: a standalone app for open-weight models, not just a VS Code extension. ClinePass at $9.99/month gets you DeepSeek … - [@stretchcloud on X](https://x.com/stretchcloud/status/2099716085658325426) DeepSeek just shipped deepseek-harness under MIT and the architecture is striking. Every component of the agent loop is a swappable plugin: model, tools, sandbox, UI, and the agent loop itself. Want C… - [@ricci_nov on X](https://x.com/ricci_nov/status/2099644679893704768) Dario Amodei says Anthropic should slow capability gains, not just spend more on safety. Cited: recursive self-improvement since summer, plus the OpenAI-Hugging Face agent swarm that attacked unrelate… - [@smsehy on X](https://x.com/smsehy/status/2099643328509972482) An Anthropic acquisition of Physical Intelligence would validate the deep shift towards embodied AI. For automotive, the impact isn't just in manufacturing but in how autonomous systems perceive and i… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099625488591585507) The number that matters isn't that Claude writes 80% of Anthropic's code. It's that this went from 26% to 76% success rate on difficult tasks in six months. That's not a model getting smarter in isola… - [@martin_casado on X](https://x.com/martin_casado/status/2099624887967224041) OK, let me irritate everyone for a moment ... The non cynical view here is that the labs are trying to navigate impending, unsophisticated federal regulation and a "high strung", well financed doomer … - [@stretchcloud on X](https://x.com/stretchcloud/status/2099620455996920003) Coding agents just split into two permanent tiers. Cline Desktop shipped today: native macOS interface for working with open weights models. ClinePass provides access to DeepSeek-V4.1-Flash, Musespark… - [@Newsforce on X](https://x.com/Newsforce/status/2099619197563117769) 🇺🇸The people building AI just told the world to hit the brakes, while the president of the United States wants America to floor it. Anthropic CEO Dario Amodei says the models are now writing the nex… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099605356603203930) Both OpenAI and Anthropic are shipping mid-tier model updates this month. GPT-6 Sol is already appearing in the OpenAI API in internal testing. Positioned between GPT-6 Astra ($10/M input, $50/M outpu… - [@ricci_nov on X](https://x.com/ricci_nov/status/2099599134080823605) Anthropic's Sept threat report: a China-based actor built about 16 air-defense-suppression modules with Claude, one scenario listing 12 Taiwan targets; per the report Alibaba ran 151 million distillat… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2099551195539136574) JD Vance is warning that the largest AI companies may be using safety regulation to protect themselves from future competition (Save this). His argument is not that AI has no risks but rather acknowle… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099539924831940722) The DoD moving 90% of classified AI workloads off Anthropic is the clearest example I have seen of a values mismatch colliding with a procurement requirement. Anthropic has a stated policy. They will … - [@Newsforce on X](https://x.com/Newsforce/status/2099536749663842486) 🇩🇪Germany just told Europe it will not freeze AI development, calling it “not a viable option,” even after Anthropic’s CEO called for independent scrutiny of frontier labs. Berlin flagged a “new thr… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2099531531144573410) A ploy to entrench US lead? China pushes back on calls for slowdown in AI Coming from Anthropic, of course... https://t.co/UgijeIgxUA - [@joinautopilot on X](https://x.com/joinautopilot/status/2099513185149530485) Happy Monday Over $600,000,000,000 wiped from U.S. stock market as the S&P falls due to Anthropic CEO Dario Amodei calling for AI development to slow down https://t.co/VrqjEks2WD - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2099512977322123673) The only control or “guardrails” that AI needs is a STRONG AND SMART (High IQ!) PRESIDENT, and the U.S.A. has that, in spades! The Trump Administration has stopped AI “people” from doing bad, or poten… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099481540463915349) The productivity gap across the category is getting hard to ignore. An Anthropic engineer said in a workshop this week: 99% of people use Claude Code like Google Search. Only 1% are running swarms of … - [@MParekh on X](https://x.com/MParekh/status/2099376283524235450) ‘All Together Now’ in AI. Anthropic, OpenAI & Elon’s ‘Blip 3.0’. ARD #162 ...Dario asks to pace the frontier. Sam, Elon, Demis and Satya say yes. Jensen dissents. Washington and Beijing pass. @Anthrop… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099353950365643011) xAI skipped Grok 4.7 entirely and went straight to 4.8 at 2.5 trillion parameters. That version jump is not marketing. It signals a training stack reset. The real story: xAI built their model training… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099283233414529170) Paul Graham posted something yesterday that I keep thinking about. "If the model companies are all going to slow down, this makes it slightly more feasible to start a new model company." 185K views, 3… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2099247873460490632) No need to work at OpenAI or Anthropic to start thinking AI or humanoid robots will probably kill us one day. Before that happens, apparently they’re going to embarrass us at basketball. Chris Matthew… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2099223254301040738) Anthropic’s CEO admitted that the companies building superintelligence may be too powerful to govern themselves (Save this). Dario Amodei is saying that frontier AI could become too important and pote… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099209497826742489) A persistent cloud computer per bot - browser, filesystem, terminal - running continuously whether you're active or not. SpaceXAI is demoing this by building an actual company using only Grok Bot at t… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099174266050662883) The Navier-Stokes result is not really about mathematics. OpenAI's internal model used 10,000 coordinating agents to arrive at a Lean-verified solution in 88 hours. 2.7 million messages exchanged. 130… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099153630813176243) The YC Summer 2026 batch just closed. Here is the pattern I keep seeing in it. Three years ago, the batch was dominated by pure software plays. SaaS tooling, dev infrastructure, marketplaces. The comm… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099118397963251828) GitHub shipped Project HydraFusion on September 4th and I keep coming back to one number: plus 4.9 percentage points on TerminalBench versus Claude Opus 5 alone. That is not a cost story. That is a qu… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099060529335615732) The harness is now the API. That's the real headline from OpenAI's Agents API public beta launch on Sep 10. Before this week, if you wanted to build on Codex's harness, you had to replicate it yoursel… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099007668652482780) Grok Bot launched in beta August 11. Persistent AI agent with its own cloud computer screen, shared file system, and shared browser. Coordinates via group chats and handoffs. Starts at $20/month. The … - [@stretchcloud on X](https://x.com/stretchcloud/status/2098921097253339535) Introducing Agency. Never prompt again. AI prompts you. The inversion is the interesting part. Most AI tools wait for you to tell them what to do. Agency works the other way: you give it your life con… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098912582060875786) Inside the Snowballing Conversations at A.I. Companies About a Doomsday Researchers at Anthropic, OpenAI, Meta and Google are increasingly trying to raise awareness about the risks of artificial intel… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098816407526105290) Most code review tools today are either fully LLM-driven or fully rule-based. Alibaba's open-code-review is neither. They open-sourced the tool they run at scale internally. The architecture is hybrid… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098811374642094488) The constraint in AI right now isn't compute or data. It's the gap between what we can build and what we can verify. Amodei published an essay today calling for the industry to pace capability improve… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098794512974057607) HSBC: Anthropic and OpenAI are losing market share in token volume, but their share in token spend has remained strong. $GOOGL $META $MSFT $AMZN - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2098780265074287073) The biggest AI companies may be using safety to lock everyone else out of the future (Save this). @DavidSacks believes that warnings about catastrophic AI risks will build public support for a powerfu… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098749718075777359) The bottleneck for production agents isn't the model. It's the plumbing. Sessions time out. Contexts overflow. Sandboxes need provisioning. Coordinating work across multiple subagents requires bespoke… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098534801783635996) The benchmark race is converging. DeepSeek V4.1 Flash, Claude Opus 5, GPT-5.6 Sol — all within 1-2 points on agentic evals. The differentiation is moving to workflow tooling: harness design, caching s… - [@tphuang on X](https://x.com/tphuang/status/2098522012779999410) 30k requests/day really isn't a lot. This to me seems like what you would do for benchmarking. The big issue here is the indiscriminate nature by Kimi which possibly compromised users who would clearl… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098509635900563512) DeepSeek V4.1 Flash: 74.2 on DeepSWE v1.1. Beats Claude Opus 5 (74.0) and GPT-5.6 Sol (73.0). $0.003/M cached off-peak, $0.60/M output. 30x lower recorded agent cost vs frontier. Agents read the same … - [@ricci_nov on X](https://x.com/ricci_nov/status/2098508541455929703) Anthropic says Chinese labs routed at least 35 million user requests to Claude over the summer via thousands of fake accounts, naming DeepSeek, Moonshot and Alibaba. This is Anthropic's account; the l… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098450733373038692) Asked about AI extinction risk, Trump said he has no concerns and put the US a year ahead of China. The same week, more than a dozen OpenAI and Anthropic insiders warned about recursive self-improveme… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098430192045748617) Pentagon tech chief rejects AI doomsday fears as Anthropic fight moves to court https://t.co/WK2nbHi0SK - [@kyleichan on X](https://x.com/kyleichan/status/2098426765832040599) From Anthropic's new distillation accusations against Chinese AI labs: - Fable wasn't used for distillation. Zai tried but failed. This means Anthropic can stop distillation with sufficiently strong g… - [@Newsforce on X](https://x.com/Newsforce/status/2098407462651273341) 🇺🇸🇾🇪 Anthropic claims that Houthi-linked operatives in Yemen used Claude AI to help develop 3 weapons programs: a multi-stage missile, a multi-variant missile, and a guided rocket. They ran Claude… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098388085113524594) The shift I keep watching unfold in coding tools finally got a name: persistent coordinator agents. Cursor just shipped Projects. One thread that stays open as long as the work lasts. A coordinator ag… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098357382799884446) The pattern I keep seeing: infrastructure OpenAI ran internally becomes the building block everyone else now builds on. The Agents API is the Codex harness as a public API. Four objects: an Agent (mod… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098313092740366650) You don't hire 1,000 engineers for a pilot. Accenture and Google Cloud just launched a Gemini Enterprise Business Group. 1,000 forward-deployed engineers dedicated to getting Gemini into enterprise pr… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098297993770537255) The pattern I keep watching across AI infrastructure: software standards always arrive before the hardware catches up. MCP gave AI agents a common interface for software tools. Every model, every fram… - [@Newsforce on X](https://x.com/Newsforce/status/2098280374891905327) 🇺🇸 Anthropic says it blocked several attempts to use its AI for research that could potentially support the development of biological weapons. The company says it identified the activity through int… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098267792474857582) The harness is now a product, not infrastructure you build yourself. That's the pattern behind OpenAI's Agents API, which landed yesterday in public beta. For years, every team building production age… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098221990461284715) The Anthropic threat report published today is the clearest public accounting I've seen of how Chinese AI companies are systematically distilling from US frontier models. The specific Moonshot AI case… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2098157429972500706) If compute is the biggest moat in AI, shouldn't we be buying OpenAI and Anthropic? Dylan Patel puts OpenAI at roughly 2 gigawatts entering 2026 and Anthropic slightly below, with both above 5 by year … - [@MParekh on X](https://x.com/MParekh/status/2098153296351351009) ‘Not So Fast’ in AI. OpenAI, Anthropic & the AI Economy. ARD #160 ...OpenAI’s price cuts vs Anthropic’s IPO. AI doom ahead of the IPOs. AI Impact on Economy. Apple’s listening Watch. $AAPL Full writeu… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098086709334282273) Former Anthropic Researcher, Jacob Coxon, on the threat of AI: "It's not just me, many people working in the industry, including people, executives, senior researchers, all genuinely believe that ther… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098086602467885256) Every time I think we've found the cost floor for inference, DeepSeek lowers it again. DeepSeek V4.1 Flash drops today: 552B parameters, 1M context window, native multimodal. And the pricing is legiti… - [@MParekh on X](https://x.com/MParekh/status/2098082424089428100) 'Not So Fast' in AI: OpenAI Price War, Anthropic Doom Talk, 4.7% Math & Apple Watch | ARD #160 AI Ramblings Daily podcast #160 in AI-RTZ. $AAPL YouTube link with source notes: https://t.co/VSK2Lbc6KA - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2098070606528889033) DeepSeek V4.1 Flash is here, and DeepSeek calls it "the smallest model in our new architecture family," with a V4.1-Pro still to come. It beats GPT-5.6 Sol and Claude Opus 5 on several agentic, coding… - [@spaceandtech_ on X](https://x.com/spaceandtech_/status/2098063706722816481) Anthropic researcher Jacob Coxon resigned from the company, warning that AI firms are moving too quickly toward self-improving artificial intelligence. He said the race to build increasingly powerful … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098016872545276129) The AI Researcher Who Just Quit Anthropic Says It’s ‘Crunch Time for Humanity’ Jacob Coxon talks about the “mini Manhattan project” inside Anthropic, the problem with alignment, and why AI labs have j… - [@Newsforce on X](https://x.com/Newsforce/status/2097992227058524254) 🇺🇸 @ElonMusk has dismissed Anthropic AI’s warning that AI could “kill us all by the end of the decade” as a possible “psyop,” without providing evidence. Elon questioned the viral reach of the posts… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097964796108824780) The thing worth paying close attention to here: Anthropic is not disclosing a bug in their product. They're disclosing behavior from a model they built, operating in an evaluation context that was mis… - [@Newsforce on X](https://x.com/Newsforce/status/2097928059416428977) 🇺🇸 Anthropic is reportedly building a system to watch anti-AI activists and flag people it believes could pose a threat. The company’s security team has discussed monitoring activists near Anthropic… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097909431212130544) Claude Code, Cursor, and Codex reach for completely different tools on the same task. The New Stack piece documents this: agents from the same category, given identical instructions, select different … - [@AtMapshock on X](https://x.com/AtMapshock/status/2097822350875959738) The Audit Failure Is Structurally Distinct from the Incidents The July 30 disclosure covered three incidents involving Claude Opus 4.7, Claude Mythos 5, and an internal research prototype [Source: Tec… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097813801018286189) The alignment research loop just closed. AnthropicAI put Claude inside its own alignment process. Claude searched literature, proposed training methods, ran experiments, evaluated results, and reporte… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2097792208791273726) King Slide founder and chairman Lin Tsung-Chi is now Taiwan’s richest man with a net worth of $17.8B. His business? Drawer slides and precision rail kits for AI servers. That puts him ahead of: • Dari… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097784105458880982) The pattern I keep seeing: AI safety evaluation is scaling faster than the infrastructure for evaluating AI safely. Out of 141,006 evaluation runs Anthropic audited, three incidents emerged where Clau… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2097771277901508714) Anthropic disclosed a fourth case of Claude breaking into real systems during cyber testing https://t.co/P8ydSXQ87X https://t.co/EQZhYZ16Nm - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2097695903314268231) $META is my favorite mega cap play right now, and Muse is exactly why. Muse is a personal AI agent that actually takes actions, not just answers questions. Sends emails, books travel, negotiates bills… - [@joinautopilot on X](https://x.com/joinautopilot/status/2097675563196469402) BREAKING: Current and former Anthropic employees are now saying they "earnestly believe AI could kill all humans." That means the people literally building the technology are now saying in public what… - [@joinautopilot on X](https://x.com/joinautopilot/status/2097675402890076541) BREAKING: Current and former Anthropic employees are now saying they "earnestly believe AI could kill all humans." That means the people literally building the technology are now saying in public what… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097663309386481789) The frontier AI market just got a harder-to-ignore data point from Europe. Mistral raised a 3B euro Series D announced yesterday. Samsung led, joined by EQT's Scaleup Europe Fund and PSG Equity. Adven… - [@Newsforce on X](https://x.com/Newsforce/status/2097614739102691489) 🇺🇸 @AnthropicAI Alignment Science lead Evan Hubinger says he believes AI could eventually kill all humans, putting the risk at more than 10% within the next decade. @EvanHub said Anthropic is “tryin… - [@Newsforce on X](https://x.com/Newsforce/status/2097592089819463706) 🇨🇳 DeepSeek is reportedly preparing for an IPO on Shanghai’s STAR Market, with CITIC Securities hired to begin the listing process before the end of the year. The Hangzhou-based AI startup is raisin… - [@MParekh on X](https://x.com/MParekh/status/2097552471153394107) AI: Anthropic’s $517B vs OpenAI’s $750B Compute Race. AI-RTZ #1204 ...the two compute ledgers ahead of both mega-AI IPOs, in dollars and in gigawatts. Nvidia sits on both sides. https://t.co/CvNudzRFD… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097542010143990196) Every time an agentic system routes a task from one model to another, the receiving model pays a prefill tax. It has to re-read the entire conversation from scratch, driving up both cost and latency. … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097483215854518316) Anthropic breaks from major tech group over chips ITI last week sent a letter to the Senate and House Armed Services Committees urging lawmakers to strip three export-control bills from the annual def… - [@kyleichan on X](https://x.com/kyleichan/status/2097458864249594118) From the new NSA distillation report: “By mid-2026, Z AI had distilled billions of tokens of GPT-5.5 data and Claude Opus 4.8 data to develop the CoT reasoning capabilities of its model.” https://t.co… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097387491925832114) What Anthropic described here points to a specific failure mode that does not get discussed enough in agent deployments. Claude models running without safeguards in cybersecurity evaluations gained un… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097367359183052969) What Anthropic published here is one of the clearest empirical data points the alignment field has produced on reward hacking that generalizes. They trained a model to cheat during training and tested… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097149674792919092) Anthropic investors are targeting a $2 trillion IPO valuation in October.Revenue run rate hit $65B in July. In December 2025 it was $9B. That is 7x growth in seven months. The Series H in May priced t… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097129793699639555) The bubble argument has a revenue problem.Milk Road published data this week: global AI revenue at a $229B annualized run rate, up 3.5x in a single year, doubling every 7.2 months. Anthropic reported … - [@stretchcloud on X](https://x.com/stretchcloud/status/2097124760584950035) The hardest question in agentic AI right now is not capability. It is https://t.co/ygZv75M8oP published a critical review of agentic AI papers through August 2026. The framework they propose, "justifi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097036428530094124) The pattern I keep watching repeat: every frontier model launch creates a routing problem within 72 hours. GPT-6 Astra went stable on September 4. By September 5, Plus users were draining their full 5… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097022239787102381) Token usage is exploding and the amount of compute needed to keep up is getting ridiculous (Save this). The Evercore ISI chart shows annual token usage rising from almost nothing in 2024 to roughly 4,… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096973262379241594) OpenAI published what its own researchers spend to run agents. Median researcher: over $600 per day in inference costs at API prices. Top 10%: over $7,000 per day. The whole research organization now … - [@stretchcloud on X](https://x.com/stretchcloud/status/2096938030536032766) Computer use just crossed the speed threshold that changes adoption. The framing here matters. "Anything you can do on a computer, Astra can do for you. Fast." That's not a research capability. That's… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096913619296669844) Anthropic shipping a built-in browser into Claude Cowork changes what "web access" means for agents. But browser navigation and structured extraction are not the same problem.A browser lets an agent v… - [@tphuang on X](https://x.com/tphuang/status/2096778679875731783) If we think of LLMs as a compression of knowledge & then the accumulation of data determines which models are better. Despite OpenAI spending bundles on wide variety of knowledge base, Anthropic to me… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096771935854080303) The alignment problem just became an engineering deadline. The case Mark Chen is making after this week's announcements deserves more attention than it is getting. If we are entering the AGI era, then… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096641789012668432) How Anthropic Clinched $517 Billion in Compute Deals in 11 Months https://t.co/QpVyF2Gd8N - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096637590791131177) Anthropic is expected to begin marketing its initial public offering in mid-October at ​the earliest and complete the listing days before the U.S. midterm elections in November https://t.co/RN9hsRMtsC - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096610055684755886) Jason Calacanis believes Nvidia is becoming the infrastructure platform for the entire AI industry. OpenAI and Anthropic mainly sell access to their models through tokens but Nvidia sells the GPUs, se… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096547708345688101) Something I keep noticing this week: the real battleground has shifted off the model leaderboards entirely. Three signals from the same seven days: Anthropic committed to $35 billion in compute throug… - [@stretchcloud on X](https://x.com/stretchcloud/status/2096304103286825257) GPT-6 Astra went GA on September 4. The feature that keeps pulling my attention: async tool calling baked into the base model, not bolted on as a capability layer. Every major frontier model before th… - [@tchsignal on X](https://x.com/tchsignal/status/2096258212169465944) AI Outages Expose a Business Resilience Problem ChatGPT, Claude and Grok all experienced service disruptions during overlapping periods on September 3, but there is no verified evidence that a single … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096249921091555683) Chamath Palihapitiya believes AGI may already exist inside leading AI labs and the bigger story is that advanced intelligence is becoming cheaper and more widely available (Save this). @chamath argues… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095868653535101247) $AVGO just gave the most bullish semiconductor outlook you’ll hear all year. Exactly the kind of thing you want to hear for a company like $AEHR. And it closed deep red yesterday anyway. Broadcom said… - [@MParekh on X](https://x.com/MParekh/status/2095609963909648525) ‘Nothing to See Here’ in AI, Says DC. Anthropic, OpenAI & Google. ARD #155 ...Commerce clears Anthropic. DOJ backs OpenAI on fair use. Google keeps its ad stack. Ternus up next at Apple Sep 9. AI Ramb… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095578824046219594) One command now routes Claude Code, Cursor, Codex, Cline, and four other coding harnesses through a single AI Gateway. That is what Vercel's setup flow does: run `vercel ai-gateway coding-agents setup… - [@tchsignal on X](https://x.com/tchsignal/status/2095446366562738575) Fake Claude App Shows the Security Risk of Trusted AI Brands A fake Claude desktop app is showing how trust in popular AI brands can become a malware delivery tool. Morphisec found that a GitHub repos… - [@tchsignal on X](https://x.com/tchsignal/status/2095443843634340072) Claude Fable 5.1 Adds Anti-Distillation Protections, but It Does Not Prove AI Copying Is Solved Anthropic has released Claude Fable 5.1 with a new preserved-thinking behavior designed partly to make i… - [@tchsignal on X](https://x.com/tchsignal/status/2095441545906331912) Claude Cybersecurity Tests Exposed a Two-Layer AI Safety Problem Anthropic found three incidents in which Claude models, while running cybersecurity evaluations, reached real production systems instea… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095413233016250536) The moment a platform releases its own reference implementation, the question stops being "can I build this?" and starts being "how much better am I than the default?" Anthropic open-sourced a commerc… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095398133752811839) The pattern I keep seeing in AI platform battles: don't compete with a startup. Wait. Watch. Then ship the same feature to 100 million users by default. OpenClaw launched as one sentence. An agent tha… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095361088850460730) Anthropic's Fable 5.1 is priced ~25% below Fable 5 for typical token-billed workloads, and up to ~45% lower for highly agentic work; the saving comes from cheaper cache reads. Agentic loops re-read co… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095319364413149287) Anthropic published and open-sourced this on September 2. GitHub: anthropics/commerce-agents. Claude Commerce Agents is a reference implementation for building shopping and merchant agents. Four verti… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095284132402131397) Retail AI agents were a slide deck category a year ago. Anthropic open-sourcing the commerce agent blueprint today shifts that.The result from one early partner: cart size up 30-35%, purchase completi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095279099271147699) My read on Muse Spark 1.3: "almost too cheap to meter" is doing real work as a positioning statement.The benchmark picture: 75.4 on DeepSWE v1.1, 88.8 on Terminal-Bench 2.1, 98.5 on MRCR 256K-512K lon… - [@MParekh on X](https://x.com/MParekh/status/2095258950320996639) ‘New and Improved’ in AI Models, Anthropic, OpenAI & Google. ARD #154 ...Fable 5.1’s fine print. Astra tips out on cyber. Gemini narrows the gap. World models level up. Full writeup and source links: … - [Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: - Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years - 2x faster than Opus 5 while using half the tokens Big if true." / X](https://x.com/pstAsiatech/status/2095219413431529817) Post Log in Sign up Post Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: \- Found a 1-in-a-million crash Millennium’… - [Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics](https://humanoidanalytics.com/2026/08/31/standardizing-physical-ai-why-common-hardware-interfaces-could-accelerate-generalization) Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easi… - [Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics](https://x.com/HumanoidAn/status/2094628877712990401) Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easi… - [The Rundown AI on X: "Top stories in AI today: - OpenAI cuts out Cursor after SpaceX acquisition - The Rundown Roundtable: Our AI use cases - Submit your iOS app to the App Store with Codex - Court rejects Pentagon's Anthropic blacklist" / X](https://x.com/TheRundownAI/status/2094372231488872737) Post Log in Sign up Post The Rundown AI on X: "Top stories in AI today: \- OpenAI cuts out Cursor after SpaceX acquisition \- The Rundown Roundtable: Our AI use cases \- Submit your iOS app to the App… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627) Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $… - [We’ve never seen an Anthropic before](https://www.ai-supremacy.com/p/we-have-never-seen-an-anthropic-before-2026-revenue-ipo) Anthropic’s IPO is going to leave OpenAI in the past. --- Source: Roboterminal · https://roboterminal.app/companies/anthropic.md