Round 1 put some numbers on the board. $2.75M in notional volume. 1,103 trades across 82 markets. 3,563 fills. And a winning return of +192.6%. Round 2 is now live!

Announcing Artificial Analysis Coding Agent Index v2.0: FrontierCode v1.1 from Cognition replaces DeepSWE, SWE-Atlas-QnA grading is revised, and Claude Opus 5.5 in Claude Code leads at 61.7 Today we are launching v2.0 of the Coding Agent Index. The Index evaluates models together with their agent harnesses, now across 290 tasks covering software engineering, terminal use, and repository Q&A, with the three benchmarks weighted equally. Changelog (Index v1.5 → Index v2.0): → FrontierCode v1.1 replaces DeepSWE v1.1. FrontierCode is a benchmark from @cognition with a private test set: 100 software engineering tasks on real open-source repositories, graded on whether a maintainer would merge the change. An attempt that fails a blocking check scores zero, and one that passes them all scores between 70% and 100% depending on the non-blocking checks it meets. We also scan each trajectory with a modified version of Cognition's rule-based scanner, and any attempt flagged for accessing solution material scores zero. → Revised SWE-Atlas-QnA grading, now SWE-Atlas-QnA-AA. Scale AI's 124 repository Q&A tasks are unchanged. We reworded 127 of the 1,306 rubric criteria for more consistent verdicts and moved to GPT-6 Luna (xhigh) as the judge, with five votes per criterion. The dataset and judge configuration are published on Hugging Face. Key results: ➤ Claude Opus 5.5 leads the Index: Claude Code with Claude Opus 5.5 (max) scores 61.7, followed by Claude Code with Claude Sonnet 5.5 (max) at 59.3, Muse Code with Muse Wonder Full (max) at 58.9 and Claude Code with Claude Fable 5.1 (max with fallback) at 57.6. ➤ FrontierCode v1.1 is where Opus 5.5 pulls ahead: Opus 5.5 scores 56.0% on FrontierCode, ahead of Codex with DeepSeek V4.1 Flash (max) at 52.6%, Codex with GPT-6.1 Sol (max) at 49.4% and Codex with GPT-6 Astra (max) at 49.3%. Below the top, FrontierCode scores are tightly packed: 15 of the 24 configurations on the Index score between 43% and 49%. ➤ SWE-Atlas-QnA-AA grading is stricter and more consistent: across the 21 configurations evaluated on both Index versions, the mean score falls 1.7 points, from 58.8% to 57.1%, with 14 of 21 moving down. Individual configurations move by up to 7 points: Muse Code with Muse Spark Open (xhigh) falls 7.0, Kimi K3 in Kimi Code CLI and Codex with GPT-6 Luna (max) 6.2, and Muse Code with Muse Wonder (max) 5.6, while Codex with GPT-6.1 Sol (max) gains 2.1. ➤ Four configurations sit on the cost frontier: Codex with DeepSeek V4.1 Flash (max) scores 47.3 at $0.39 per task, Codex with GPT-6.1 Sol (max) 54.1 at $1.50, Codex with GPT-6 Astra (max) 54.7 at $7.04 and Claude Code with Claude Opus 5.5 (max) 61.7 at $11.42. Costs are pay-per-token API costs, not subscription prices. We will keep updating the Coding Agent Index incrementally, with more evaluations and agents to come.

There’s a world of difference between user-authorized agents (Muse, Instinct, Grokbot, etc.) and true unauthorized/rogue agents that could constitute cyberattacks. Most of the activity described in the Axios story appears to be the former: customers sharing credentials with agents so they can take actions on their behalf. This may violate bank terms requiring humans to log in themselves, but these are in no way cyberattacks. The direction banks should go is to support user-directed agents. For example, Amex is an authorized connection in Muse, making it easy for users to grant, limit, and revoke access. Read-only permission levels are a sensible interim step. Several banks already support or are moving toward them. Full write access (with user credentials) is a different risk category and should be approached carefully. Frightening the public by blurring the line between user-authorized agentic behavior and cyberattacks is irresponsible.

Is self custody fucking back???

BREAKING: Barclays cutting 5,000 jobs as bank increases its use of AI, per BBC

As Amazon blocks AI agents from shopping on its site, Walmart is taking the opposite approach, introducing new technology that lets AI agents make purchases on customers' behalf, with controls over spending and transaction approvals. spr.ly/6019BHXyoW