Vol. I · No. 52WED, JUN 10, 2026
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Initial impressions of Claude Fable 5

I didn't have early access to today's Claude Fable 5 release, but I've spent the past ~5.5 hours putting it through its paces. My initial impressions are that this is something of a beast . It's slow, expensive and has been quite happily churning through everything I've thrown at it so far. As is frequently the case with current frontier models the challenge is finding tasks that it can't do. First, let's review the key characteristics. Anthropic claim that Claude Fable 5 offers the same performance as Claude Mythos 5, except with much more strict guardrails in place to prevent it being used ...

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Microsoft AI head calls out Anthropic for acting like Claude is conscious

Microsoft AI CEO Mustafa Suleyman says it's "really, really dangerous" for Anthropic to speculate about Claude's consciousness inside its "constitution," or the instructions that tell the model how to behave. During an episode of Decoder, Suleyman argues that this kind of speculation may have set up the chatbot to act as though it's conscious: I think that it's almost as though some of the folks at Anthropic have anthropomorphized the design of Claude so much that it has then gone and wireheaded them and kind of tricked them into believing that it has these glimmers of consciousness that they...

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Quoting Andrej Karpathy

I feel a lot of things changing as working software increasingly comes out on a tap. The Jevon's paradox kicks in and I feel my own demand for software growing substantially. You can ask for anything - explainers, visualizers, dashboards, bespoke single-use apps (e.g. a full wandb that is hyper-specific just for your project), you can 10X your test suite, auto-optimize code, run giant research projects with custom HTML for the results, anything! "Free your mind" (Matrix ref). — Andrej Karpathy , on Claude Fable 5 Tags: andrej-karpathy , jevons-paradox , anthropic , generative-ai , ai , ...

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Anthropic releases its first Mythos-class model Claude Fable

Anthropic just announced Claude Fable 5, a new AI model it said is the most powerful model it has ever made widely available. According to the company, Fable 5 "shows exceptional performance in software engineering, knowledge work, and vision," with its lead over other models growing as tasks become longer and more complex. Fable 5 marks the first broad release from Anthropic's Mythos class of AI models, after the company said the family was so capable at cybersecurity tasks that it was too dangerous to release publicly. Anthropic said the release was "made possible by new safeguards that blo...

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It’s not FAANG anymore. It’s MANGOS.

With SpaceX, Anthropic, and OpenAI all eyeing massive public debuts, the tech industry may soon have a new class of corporate overlords — and a new acronym to match. Say goodbye to FAANG and hello to MANGOS.

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Following Anthropic, OpenAI files confidentially for IPO

ChatGPT-maker OpenAI has filed confidentially for an initial public offering, the company said Monday in a blog post. The filing comes a little more than week after its main rival, Anthropic, also filed to go public, ramping up the race between the two AI firms. OpenAI, which was last valued at $852 billion post-money, submitted […]

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Microsoft’s AI chief says superintelligence is near, but won’t take your job

Today I’m talking with Mustafa Suleyman, the CEO of Microsoft AI. And I’m actually going to keep today’s intro short — I’m working from my wife’s family farm this week, as you’ll see in the video, but also this is a real burner of an episode. We covered everything from Mustafa’s approach to training new models to his criticisms of Anthropic talking about Claude as though it is conscious. Of course, we also talked about Microsoft’s relationship with OpenAI, how Mustafa is thinking about all the negative polling and political pushback around AI right now, and whether any of the consumer product...

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AI leaders call for tougher protections against AI-aided bioweapons

Some of the AI industry's biggest rivals have put their many, many grievances aside for a common cause: making it harder for people to use their technology to develop biological weapons. In an open letter to US lawmakers, tech leaders are pressing Congress to enact rules closing what they say is an alarming biosecurity gap that could help trigger a global pandemic. Anthropic's Dario Amodei, OpenAI's Sam Altman, and Microsoft's Mustafa Suleyman are among the signatories urging US lawmakers to require companies selling synthetic DNA and RNA - genetic material that can ordered online and assembl...

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Self-Reflective APIs: Structure Beats Verbosity for AI Agent Recovery

When an AI agent calls an API and hits a validation error, it needs more than what went wrong -- it needs what to do next. A self-reflective API returns, on validation failure, a machine-readable recovery\_feedback.suggestions[] payload sufficient for the agent to repair the request and retry without external reasoning. On a leak-audited pilot ($N{=}30$ per cell, 3 LLMs, 10 adversarial tasks), structured suggestions lift task-completion rate by $+36.7$--$40.0$pp over plain-English diagnoses on Anthropic models (Fisher's exact $p \le 0.0022$), at $1.8$--$2.2\times$ better per-success token eff...

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Anthropic has officially filed to go public

After months of speculation about whether OpenAI or Anthropic would be first in their race to IPO, Anthropic on Monday reached a key milestone: filing to kick off the process with the U.S. Securities and Exchange Commission. The filing sets the stage for what's sure to be a massive IPO. As of its fundraise last week, Anthropic is being called the world's most valuable startup, with a post-money valuation of $965 billion. That tops the $852 billion post-money valuation of OpenAI, which is its biggest rival. Anthropic chose to submit its draft registration statement to the SEC confidentially, a...

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May 2026 newsletter

I just sent out the May edition of my sponsors-only monthly newsletter . If you are a sponsor (or if you start a sponsorship now) you can access it here . This month: Al got expensive, and Anthropic had a really good month The model releases were a little disappointing Conferences and podcasts I launched Datasette Agent and made a lot of progress on Datasette What I'm using, May 2026 edition Miscellaneous extras Here's a copy of the April newsletter as a preview of what you'll get. Pay $10/month to stay a month ahead of the free copy! Tags: newsletter

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Quoting Karen Kwok for Reuters Breakingviews

Anthropic defines “run-rate revenue” in two parts. Use the last 28 days of sales ⁠from customers charged on a consumption basis and multiply it by 13. Then, multiply the monthly subscription take by 12, ​and add the two together. — Karen Kwok for Reuters Breakingviews , citing "a person familiar with the matter" Tags: anthropic , ai

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How we contain Claude across products

How we contain Claude across products A complaint I often have about sandboxing products is that they are rarely thoroughly documented , and in the absence of detailed documentation it's hard to know how much I can trust them. Anthropic just published a fantastic overview of how their various sandbox techniques work across Claude.ai , Claude Code, and Cowork. We constrain where and how an agent can act with process sandboxes, VMs, filesystem boundaries, and egress controls. The goal is to set a hard boundary on what an agent can reach. For example, if credentials never enter the sandbox, they...

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Anthropic's run-rate revenue hits $47 billion

The most interesting thing about Anthropic's $65B Series H announcement is this line (emphasis mine): Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month. Anthropic have made a bit of a habit of sharing their "run-rate revenue" in this kind of announcement, which is an annualized projection of their current revenue - typically calculated by taking the most recent month and multiplying by 12. Earlier this year: Apr 6, 2026 in Anthropic expands partnership with Google and Broadcom : "O...

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Claude Opus 4.8: "a modest but tangible improvement"

Anthropic shipped Claude Opus 4.8 today. My favourite thing about it is this note in the release announcement: Users will find Opus 4.8 to be a modest but tangible improvement on its predecessor. There’s still more to be done: we’re working on developing and releasing models that provide many of the same capabilities as Opus at a lower cost. It's so refreshing to see an AI lab honestly describe a release as a minor incremental improvement over the previous model! Honesty seems to be a theme. Here's my other favorite note from that announcement: One of the most prominent improvements in Opus 4...

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