anon

@paulg Jared and Witkoff got to invest 300B in Iran. Thats a win.

Is the proposed deal with Iran better or worse than the one they were offering before we attacked them? Did the US gain, or lose, by this war?

@firstadopter She is a destroyer. Could not retake 6 year old tops while market is all time highs. Literally everyone is underwater except those who were lucky to bottom-fish.

FWIW, Morningstar has called Cathie Wood the Worst "Wealth Destroyer" for investors. "ARK, home of the flagship ARK Innovation ETF ARKK, tops the list for value destruction."

@BussinBiotech Trump

Bro why is $IONQ paying for ad placements at a UFC event? Who’s the target audience for a quantum computing company here?

@Rory_Johnston @moreproteinbars Who is paying tolls to who still need to be monitored

@moreproteinbars we monitor the recovery from the situation, of course 😉

What am I going to do w now with all my free time, not monitoring the situation? 🌊🛢️

@Osinttechnical It must be one of the secretive agreements ever that no one gets to see but two signatories.

Pakistan’s Prime Minister announced the US and Iran have reached an agreement, includes the “immediate and permanent termination of military operations on all fronts, including in Lebanon.”

@Biohazard3737 Either make money with cult or stay on the sidelines.

@TradexWhisperer @kirkpaper Hyperscalers. If blowing 20-30B saves them few hundred billions?

@kirkpaper Who will do that? No one. Too much capital. Too much risk.

$MU $DRAM "Is Micron overbuilding?" Sanjay's answer: Discipline. Shells go up. Equipment goes in only when demand is confirmed. Real time. Not forecasted. Confirmed. "Bring up this supply with discipline."

@MatthewBerman Precedence is set. Either fight now or repent later when time comes for every player

self-inflicted. this would have NEVER happened if anthropic didn't make such a big deal about mythos being dangerous.

@deredleritt3r Third party means an agency with due process, not some random complaints and arbitrary decision making.

Anthropic gets what it wanted.

@deredleritt3r Simply means AGI is here, Anthropic made it and rest of the industry could not digest that it cane so fast.

"The last thing any of us want is a world where every company across every sector is ceding value to a few models that eat everything they see. If all the value is accrued by only a few models, the political economy will simply not tolerate it. There is no societal permission for an AI future that hollows out entire industries."

@deredleritt3r Decision is pretty arbitrary with no due process, either pulling the model or export controls. It’s par course for current USG though.

The following seems undisputed: - Senior USG officials called Dario Amodei, asked him to roll back Fable 5. - Amodei responded only that he wants more time and more information. Presumably, he was asked again in no uncertain terms to pull the model. Presumably, he said "no". - Bessent then "told Amodei directly that he was making a 'bad decision'". - At this point, the call that seems to have been intended as a difficult conversation between partners clearly turned adversarial. Amodei still didn't change his mind and still didn't agree to pull Fable 5. The key takeaway is that whatever trust the USG still had in Anthropic generally and Amodei specifically before this incident should have now completely evaporated. No matter the circumstances, you cannot, as a government official, tolerate a company that flatly tells you "no" after you informally contact it with a national security concern. I remain hopeful that this situation can still be deescalated, but fear that this might be a pivotal moment for Anthropic.

@semidoped Missed Coreweave

Daily Update - June 12th, 2026 - TSMC to lift 3nm prices 15% in H2 2026 - Google taps Samsung for next AI chip - Nasdaq 100 adds Nebius, Astera Labs, Rocket Lab, Teradyne - UBS sees semis hitting $2.38T by 2027 - Corning inks multibillion-dollar AWS fiber deal semidoped.com/p/daily-update…

Coach Brown, Jalen and Team.. Congrats!!

@DavidSacks Its a nice excuse to retaliate for DoW fight

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

@firstadopter This is just retaliation for DoW fight.

Yann agrees!

@RHouseResearch @firstadopter You have not been seeing him in TV in the last one year. Dumb as a rock.

So livid right now. Anthropic overhyped Mythos, scared the living daylights out of clueless global politicians like Treasury Secretary Bessent and ECB President Christine Lagarde, and stoked a regulatory panic that may set back the entire AI industry

Trade his dumb ass. All he has to do is hold the ball to kill the clock forcing Knicks to foul him.

On that last possession. Costing them the game coupled with unnecessary turnovers.

Spurs Fox made the dumbest play of neither killing the clock nor scoring points.

#Spurs choke big time. Cant score under pressure