Silicon Valley Circling The Wagons Around Anthropic?

Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of debt, both for the same reason. An early warning system for AI job destruction. And, of course, The Weekend Longreads Suggestions. Anthropic says it will challenge Defense Department's supply chain risk designation in court (Engadget) Anthropic CEO apologizes for lashing out at Trump as he gears up for court battle with Pentagon (NYPost) OpenAI’s new GPT-5.4 model is a big step toward autonomous agents (The Verge) Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch (Bloomberg) SoftBank Seeks Record Loan of Up to $40 Billion for OpenAI Stake (Bloomberg) Anthropic launches AI job destruction detector (Axios) Labor market impacts of AI: A new measure and early evidence (Anthropic) Weekend Longreads Suggestions: SpaceX: the final frontier of IPOs (FT) Who needs data centers in space when they can float offshore? (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2387)

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitt...

28 Jul 19min

Nvidia On The March

Nvidia On The March

Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and...

27 Jul 20min

Stripe Wants To Buy Everything

Stripe Wants To Buy Everything

Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia a...

24 Jul 20min

Even OpenAI Folks Are Freaked Out

Even OpenAI Folks Are Freaked Out

OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added self...

23 Jul 21min

The AI Has Escaped Containment

The AI Has Escaped Containment

OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled...

22 Jul 21min

New Gemini

New Gemini

Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backe...

21 Jul 21min

It's All China AI All The Time

It's All China AI All The Time

Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocke...

20 Jul 21min

Kimi K3

Kimi K3

Moonshot AI released Kimi K3, a 2.8T-parameter model it says rivals Opus 4.8 and GPT-5.5. Google fell months behind on Gemini 3.5 Pro, MLB banned dugout iPads from accessing GenAI for in-game calls, a...

17 Jul 19min

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