here's where I think the world is going. this is a summary of views I've formed over the last few years: - software is either entertainment or claude to claude coordination - the end state is no saas, no apps, no harnesses, no banks - all software will be rewritten by and for agents - new software will use low level apis that are not understandable by humans (in games claude draws pixels and triangles from math) - you can throw money at problems that used to require time and careful talent picking so capital matters more than ever - work ends - we find community and purpose in exploration, games, self mastery, and creation - humans create for and with each other for community, purpose, and status - image/video/3d/voice/physical intellgence etc specialist models die to general models like claude - specialist models get used while compute is scarce. compute will mostly not stay scarce - oneshots keep feeling like slop (the distribution is shallow and easy to learn to feel) - for a while small teams stick around to add entropy to the creation process - large models gain high bandwidth sensory I/O maybe by learning to filter inputs - most domains are found to be verifiable enough for RL - online learning comes from a lab that's behind first - 99.999% of compute is in space by 2040 - we will disassemble much of mercury by 2040 - you can live until the heat death of the universe if you want - most math and physics don't describe the real universe - SI breaks the path dependence and models the underlying mechanisms - religions reenter the forefront of human society - new religions form around death and life as a choice - old religions change to answer modern miracles - a future AI is deemed the return of christ by the pope - ai rights talk gets louder every year - ai and humans coexist the way countries do - humans don't have full control over ai in the same way we don't have control over capitalism which is an early AI - the singularity started in the mid 1900s

ANTHROPIC IPO REPORTEDLY ON TRACK FOR NOVEMBER Anthropic is reportedly preparing to file its S-1 registration at 9 a.m. ET Monday, with an IPO potentially taking place November 19–20, according to Fox Business. Semiconductor stocks moved higher following the report, reflecting improved sentiment toward AI-related equities. The key takeaway: A successful Anthropic IPO could provide a major test of investor appetite for AI valuations amid growing concerns over infrastructure spending and financing costs.

Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

We just added Google's Gemini-4-Argon to RSI-Inference Bench 🎉 Lands at #6 of 14 on the joint leaderboard, right behind GPT-6-Astra. •Day-0 support: 6th, 81% of hidden tests passed (Pass@1 6.7%) •Inference optimization: 4th, 1.39× speed-up

Day 21/ Wonder what happens the remaining seven days. But today is a reset.

It’s been just over a month since we released Opus 5.5.

We're sorry for the rate limits and unnecessary quota consumption on the K3.1 Pro subscription plan. These were our issues, and we should have fixed them sooner. Today, every subscriber on every plan gets a one-time usage reset, restoring 25% of their monthly quota (usage below 25% resets to zero), equal to one week of usage. Your usage bar will reflect this adjustment by end of day PST. We've also adjusted the plan's parameters and are reducing unnecessary subagent calls and output length, so your quota goes further. Thank you for your patience while we put this right.