We all consider Anthropic an AI company. But what if it's a cloud?

🚨 Jules Koundé's injury isn't looking good. He's still limping! #fcblive

*ANTHROPIC GRANTS METR EMPLOYEE-LIKE MODEL ACCESS *ANTHROPIC WORKING WITH INDEPENDENT EVALUATORS TO TEST MODELS *ANTHROPIC: BELIEVE EVERY AI COMPANY SHOULD EMBED VOLUNTARILY Especially cut-price Chinese competitors

AWS CEO Matt Garman says they could sell every GPU to the frontier labs, but deliberately hold capacity back for startups to support the full ecosystem: "We really think intentionally about our allocation strategy. We're great partners with the large frontier labs, the Anthropics and OpenAIs and Metas, and other large customers. We want to make sure we invest in them." "And we're very intentional about making sure we have capacity for startups." "We could sell every single GPU or AI accelerator we have to just the big frontier labs and call it a day. We choose not to, because we want to keep growing the full ecosystem." "The whole ecosystem is more healthy for us, there's some diversification, but it's also that we know these are gonna be big companies over time." "We say yes, in some way, shape, or form, to something like 60% of the requests we get." @mattsgarman @RaghuRaghuram

licensing data will become one of the most common revenue line items for companies worldwide, similar to how ads became a default monetization model. for many companies, it will become core to the business.

Xbox CEO Asha Sharma revealed she's been secretly solving Xbox support tickets for months, stepping into customer service and fixing problems for players anonymously. She wanted to figure out what players don't like and decided to just talk to them directly.

September so far in AI... it’s been just FOUR DAYS 😭 - Qwen3.8-Max - Meta Muse Spark 1.3 - Gemini 3.8 Flash - Gemini 3.8 Flash Cyber - MiniMax H3 Max - Claude Fable 5.1 - GPT-5.6 Astra - Google Lyria 3.5

AI agentic Internet traffic will obviously VASTLY exceed human usage. Not a close call at all. Cloudflare’s forecast is accurate.

We’re living in truly absurd times.

Every 4 years an effective altruist makes a ton of money and flies too close to the sun before blowing up

*LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS SEEKS TO RAISE CAPITAL AFTER AI ROUT - FT *SITUATIONAL AWARENESS SUFFERED STEEP VALUE DROPS AFTER USING BORROWING TO MAGNIFY AI BETS

btw anthropic's internal document on this literally said "we don't want it to be known that we are working on this.” it was called project panama. here's exactly what happened: 1: anthropic concluded that books were the cheapest way to build a world-class model because they gave claude curated facts, structured arguments, compelling stories, and writing “an editor would approve of.” 2: once anthropic decided it needed books at enormous scale, its first solution was piracy. it downloaded 7m+ books from online libraries including libgen. the judge later wrote that although anthropic had legal ways to buy them, it chose piracy to avoid what dario amodei called the “legal/practice/business slog.” 3: that piracy created a massive legal risk. so in february 2024, anthropic hired tom turvey, the former head of partnerships for google books, to find a legally safer way of obtaining “all the books in the world.” 4: turvey first contacted major publishers about licensing their catalogs. those attempts didn’t produce agreements, so anthropic chose a route that required no publisher permission: buying millions of physical books through distributors and used-book retailers. 5: within about a year, anthropic spent tens of millions acquiring and scanning millions of books, including many rare and 1/1 titles. one vendor proposal targeted 500,000 to 2 million books in six months. 6: to scan that many books within months, the vendors physically dismantled them. a hydraulic cutter removed each spine. the pages were trimmed to size, fed as loose sheets through high-speed industrial scanners, and converted into searchable PDFs. the paper remains were then sent for recycling. 7: these PDFs were fed into claude as training data. the complete collection became a private, searchable anthropic library that the company planned to “store forever.” the scans aren’t available to the public and were never open-sourced.