Daily Brief

METR ran an 11-week investigation into how Anthropic uses AI in its own development work. It found that the automation is accelerating model improvement at roughly 2x year over year. The result has alarmed safety researchers.

OpenAI says it has disproved the Exponential Time Hypothesis, a core conjecture in complexity theory. Russell Impagliazzo, who co-proposed the ETH, called it "shocking news" in the NYT. He said it could one day speed up chip design and break encryption.

The FT reports Anthropic bought commitments for 1.7GW of gas-fired generation from equipment supplier OnePWR for $3.4B. That is the largest known purchase of its kind by an AI lab. The deal works out to about $2M per MW.

DeepSeek says Harness reached 1.54M daily active users on November 4, less than three months after launch. The app consumes about 92T tokens a day, roughly 60M per user. Bloomberg reported the figures, which are self-reported.

A New York Times investigation found that some Chinese firms the Commerce Department approved to handle Nvidia H200 chips have empty offices. Some also have ties to sanctioned companies.

Bloomberg's Mark Gurman reports that Ternus wants more urgency in Apple's AI work. He is pressing Federighi to move past incremental Siri changes toward agentic and other advanced capabilities.