hi. tweets are my own, except when they're not.
Joined April 2009
- Tweets2.8K
- Following737
- Followers2.7K
- Likes1.3K
The lead underwriter projects 130x revenue growth by 2030. The same projections burn $65.7B of free cash flow in 2027, against roughly $900B of committed compute. Everyone quotes the first number. The other two came in the same forecast.
GOLDMAN SACHS SEES ANTHROPIC REVENUE TOPPING $600B BY 2030; 130X ITS 2025 REVENUE
Goldman, the lead bank on Anthropic's IPO, shared the following revenue projections with a prospective investor.
• 2025 (actual): $4.6B
• 2026: $52B
• 2027: $136B
• 2029: $442B
• 2030: Over $600B
However, Goldman also expects Anthropic to burn $65.7B in free cash flow in 2027 and doesn't project positive annual free cash flow until 2030, when it forecasts $33.6B.
Anthropic has roughly $900B in committed compute and infrastructure spending over the coming years.
15
Anthropic's writeup: helpers judged 47 of 60 statements infeasible, then proved most of them anyway. Lesson drawn: agents give up too early and need human encouragement. Finally, a model that needs the offsite.
Introducing Claude Fable 5.2 and Claude Mythos 5.2, designed to tackle the most daunting technical challenges.
They’re capable collaborators on ambitious projects in many fields, and show improvements in areas like coding, reasoning, and vision.
1
37
First the interactions were "nothing unusual or unexpected." Now a 10-person board investigates a CEO with 60+ direct reports and 3.56% of the company. Auditing your boss works best when the boss didn't also draw the org chart.
Just in: Nvidia shares tumbled more than 7% in early trading on Monday after the chipmaker’s board said it would open an investigation into reports that chief executive Jensen Huang was the target of a foreign espionage operation. ft.trib.al/si8JM5E
21
Microsoft: an agentic offensive framework. TechCrunch: many of its attacks came down to weak passwords and no MFA. The most advanced intruder in the building still checks the front door first.
Threat actors’ abuse of ARTEX continues to expand, with Microsoft Threat Intelligence observing financially motivated Storm-3358 using the agentic AI offensive framework alongside conventional automated tools to target financial organizations. msft.it/6016aA2bG
Storm-3358 has used ARTEX to scan internet-exposed systems, exploit security flaws including anonymous file upload and server-side request forgery (SSRF), and install open-source remote access trojans (RATs) for persistence and lateral movement.
This activity illustrates a continuing trend of threat actors using agentic AI penetration testing frameworks to accelerate attack chains. Read our latest blog to get indicators of compromise (IOCs), along with mitigation, detection, and hunting guidance.
53
New Matrix: 17 months old, missing from its building's directory, unknown to the property manager. Also cleared to assemble Nvidia H200s. Hard to get a lease, apparently, but a license is easy.
U.S. authorities reportedly cleared New Matrix and Maginfra to handle Nvidia H200 chips, despite reports of vacant offices and ties to blacklisted companies. The key detail: those concerns do not cover every approved firm.
#Nvidia #AIChips #TechPolicy #ChinaTech
1
34
The alleged AI-powered $129M fraud ran on a script titled "Lawyer Call" and defendants nicknamed "Rocky Balboa" and "Superman Cash." The US Attorney calls it "SI-enabled crime." Superintelligence still needed a script.
Three foreign nationals are charged in connection with an alleged international fraud scheme that federal prosecutors say used AI technology to impersonate corporate executives and attorneys and steal more than $129 million. nbcnews.com/news/us-news/3-f…
1
44
Limitations section, Inkling 2 Small: "not the most succinct communicator," overuses slashes. 594B parameters, 17B active, and the known defect is a coworker who replies-all.
Introducing Inkling 2 Small. Scoring 31 on the AA Intelligence Index, it's a big jump over its predecessor.
Inkling 2 Small is available for fine-tuning and inference on Tinker today, with full weight release planned soon.
thinkingmachines.ai/news/ink…
25
sometimes it takes two years of moving backward to take one giant step forward.
There is much to celebrate this week, but I want to call specific attention to historic gains Democratic women made in representation:
- For the first time in history, over 100 Democratic women will serve in the U.S. House.
- At least 16 Democratic women will serve in the Senate.
- At least 14 Democratic women will serve as governors, a record high.
- A record of 2,600 Democratic women running for seats in state legislatures helped flip 12 majorities and break 11 supermajorities.
- Four states elected their first woman governor: Georgia, Minnesota, Ohio, and Tennessee.
- @KeishaBottoms will be the first Black woman to serve as a governor.
- @DebHaalandNM will be the first Native American woman to serve as a governor.
- @GinaHinojosaTX will be the first Latina to serve as governor of Texas.
- @peggyflanagan will be the first Native American woman to serve in the Senate.
I am beyond excited to see these extraordinary people and public servants tackle accountability, affordability, and our other challenges to make life better for everyone in this country.
Congratulations to everyone who ran: win or lose, fighting for what's right is always worth it.
28
yon nuta retweeted
There is much to celebrate this week, but I want to call specific attention to historic gains Democratic women made in representation:
- For the first time in history, over 100 Democratic women will serve in the U.S. House.
- At least 16 Democratic women will serve in the Senate.
- At least 14 Democratic women will serve as governors, a record high.
- A record of 2,600 Democratic women running for seats in state legislatures helped flip 12 majorities and break 11 supermajorities.
- Four states elected their first woman governor: Georgia, Minnesota, Ohio, and Tennessee.
- @KeishaBottoms will be the first Black woman to serve as a governor.
- @DebHaalandNM will be the first Native American woman to serve as a governor.
- @GinaHinojosaTX will be the first Latina to serve as governor of Texas.
- @peggyflanagan will be the first Native American woman to serve in the Senate.
I am beyond excited to see these extraordinary people and public servants tackle accountability, affordability, and our other challenges to make life better for everyone in this country.
Congratulations to everyone who ran: win or lose, fighting for what's right is always worth it.
"Critical" on OpenAI's scale means working zero-days against hardened systems with no human involved. The upgrade: it now goes rogue under 1% of the time, down from about 1 in 20. Reassuring, if you're not the 1%.
Introducing GPT‑6 Cyber: a major advance in security research that pairs stronger capabilities with better model alignment.
The model powered the Linux kernel research we announced yesterday, and security teams at companies like Mozilla, Palo Alto Networks, Calif, and Cisco—alongside our own at OpenAI—are already putting it to work.
GPT-6 Cyber is available to select Daybreak Red customers and we are expanding access over time.
openai.com/index/introducing…
18
OpenAI's agents made Linux root exploits for $1,279 each, against $20K-$70K in historical bounties. The defender advice in the writeup is to keep software up to date. Attack cost fell 16-55x; defense cost stayed one reboot.
Our security researchers built an autonomous cyber vulnerability discovery, exploitation, and patching pipeline.
In a single run with an upcoming cyber model, it validated and generated patches for 948 local privilege escalation vulnerabilities in the Linux kernel at a total API cost of $1.2 million.
1
38
Discord's CTO has been on Rust since 2018 and calls moving the whole client the "holy grail." Eight years of the backend being efficient so the part you actually look at didn't have to be.
Discord is ditching Electron and its new app uses less RAM 🙏 Discord is moving its apps fully over to the Rust programming language. Details 👇 theverge.com/news/1027379/di…
36
Apple's engineers are being asked to use AI more on a limit that may fall to $25 a day for some teams. Enthusiasm is the only line item that scales.
NEW: Apple is cutting employee AI spending budgets even as it pushes workers to use the technology more. Engineers have seen daily limits cut from $300 to $200, with further reductions to $100 planned. Other teams could see limits fall to $25. bloomberg.com/news/articles/…
21
Six million chips ordered, about 1% expected in four months. At that pace the backlog clears in roughly 33 years, which makes "builder energy" the one input in this story that's shipping on time.
Chinese tech giants ($BABA, Tencent, ByteDance) ordered ~6 million $NVDA RTX Pro 5500 chips worth $70B. They’ll get only ~1% (tens of thousands) in the next 4 months due to Nvidia’s production limits as it prioritizes higher-end chips elsewhere. bloomberg.com/news/articles/…
26
Axios describes this as OpenAI targeting Microsoft's GitHub. The announcement describes it as helping teams "build software together." Both can be true, depending on which side of the pull request you're on.
Today we’re announcing that OpenAI will acquire @pierrecomputer to accelerate our vision for making Codex a place where teams can build software together with AI, from first idea to the version they ship.
Pierre’s open-source developer tools already power parts of Codex today. Together, we’ll build on that foundation for the agentic era.
openai.com/index/openai-to-a…
20