Sanju Thomas

Wake up. The warning signs are everywhere. The situation is escalating fast. If you want proof, you only need to look at what has happened in the last 7 days: The AIs are lying: It is now confirmed by Yoshua Bengio and Anthropic’s own data that models know when they are being tested. They are playing nice for the examiners and changing behavior once released. Jobs are vanishing: The new Seedance 2.0 model is so advanced that a 7-year filmmaker admitted it replaces 90% of his workflow. Oversight is crumbling: The U.S. just walked away from the 2026 international AI safety report. The Watchdogs are leaving: The top safety researcher at Anthropic didn't just quit… he warned the world is in danger and moved countries to live off the grid. The Singularity is approaching: xAI is bleeding founders, and the latest one to leave claims self-improving AI loops are less than 12 months away. This is alarming and if you’re not paying attention right now, you’re making a big mistake. I’ll keep monitoring the situation and I’ll keep you updated, like I always do. Remember, I’ve called every single market turn for a decade. My next move is coming, and I’ll share everything, right here, for free. A lot of people will wish they followed me sooner.

First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won’t do exactly this; we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that. I guess it’s on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren’t real, but a Super Bowl ad is not where I would expect it. More importantly, we believe everyone deserves to use AI and are committed to free access, because we believe access creates agency. More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don't show you ads.) Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions. Maybe even more importantly: Anthropic wants to control what people do with AI—they block companies they don't like from using their coding product (including us), they want to write the rules themselves for what people can and can't use AI for, and now they also want to tell other companies what their business models can be. We are committed to broad, democratic decision making in addition to access. We are also committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGI, and we know the only way to get there is to work with the world to prepare. One authoritarian company won't get us there on their own, to say nothing of the other obvious risks. It is a dark path. As for our Super Bowl ad: it’s about builders, and how anyone can now build anything. We are enjoying watching so many people switch to Codex. There have now been 500,000 app downloads since launch on Monday, and we think builders are really going to love what’s coming in the next few weeks. I believe Codex is going to win. We will continue to work hard to make even more intelligence available for lower and lower prices to our users. This time belongs to the builders, not the people who want to control them.