Michael Spencer

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Michael Spencer

Michael Spencer

@ReadFuturist

Emerging tech analyst, AI News, Techno-realist, future tech enthusiast. Space-Tech, datacenters, quantum, semiconductors. Curator and blogger. In 🇹🇼 From 🇨🇦

เข้าร่วม Mayıs 2024
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Michael Spencer
Michael Spencer@ReadFuturist·
Just incredible interest in @MikeFritzell's piece on how to use Claude for Equity Research and Investing. He goes into quite a lot of depth. 🎓
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Michael Spencer
Michael Spencer@ReadFuturist·
@bindureddy Because if he were in charge we would all still be using ChatGPT or would be onboarded to Codex with Ads. Luckily the world has sort of moved on from that.
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Bindu Reddy
Bindu Reddy@bindureddy·
Why isn’t David Sacks running all things AI for the US? He understands the tech, the trade-offs and the risks of banning AI Governments are by nature bureaucratic, clueless and innovation blockers At a minimum, we need someone who is informed to head key areas
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Michael Spencer
Michael Spencer@ReadFuturist·
@haider1 @DKokotajlo Does Trump sound like someone who's tightening his grip? He barely can remember Anthropic's name on most days. He just knows that's the company he needs to suppress and bully. But he's so personally unpopular, his harshness is literally an endorsement.
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Haider.
Haider.@haider1·
it's happening... i think the current situation between anthropic and the U.S. government is pretty similar to what AI 2027 predicted by @DKokotajlo when the government starts worrying about national security and model access it begins tightening its grip
Haider. tweet media
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Michael Spencer
Michael Spencer@ReadFuturist·
Part of sales is eliciting publicity and sentiment that might lead to more sales. It doesn't matter if you are right or wrong, so long as you stay true to your talking points. Mythos almost days has made me forget OpenAI even exists. The truth is there's a whole wave of new AI startups coming to eat their lunch.
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Michael Spencer
Michael Spencer@ReadFuturist·
@O_Anu_O Well it certainly doesn't feel like AI has been democratized. ChatGPT sounds more harmful than it's useful. Mythos sounds so useful that it's harmful.
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Anu Sharma
Anu Sharma@O_Anu_O·
Ironic how the so-called "Communist" country China has all the open source AI models, and a democratic country US forces shut down of AI models.
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Michael Spencer
Michael Spencer@ReadFuturist·
@nic_carter When you're trying to scale publicity sells. Even that goofy CEO seemingly understands this. The sentiment these stories are creating are making us totally forget but the floundering mess that is OpenAI. Which is of course the point.
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nicolas, 30 ans
nicolas, 30 ans@nic_carter·
I can’t believe Anthropic comparing their product to nuclear weapons 800 times backfired on them. I am shocked
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Alex Finn
Alex Finn@AlexFinn·
Fable 5 was the greatest piece of technology I’ve ever used. I deeply miss it Solved problems I never thought AI could solve Finished months of projects in days Had a lovely personality I now know what those freaks crying about GPT 4o being taken away feel like
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Michael Spencer
Michael Spencer@ReadFuturist·
@Miles_Brundage Got to follow the mad King. He would prefer if openAI was the chosen one. A company that lags Anthropic so far in trust it's almost irreparable.
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Miles Brundage
Miles Brundage@Miles_Brundage·
The admin is going to keep leaking all sorts of details that make it sound, to a casual reader, like this was a reasonable decision. But there has been zero indicating that domain experts at CAISI or NSA were involved - all reporting points to "senior White House officials."
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Michael Spencer
Michael Spencer@ReadFuturist·
@rob_svrn What's your argument that the Trump Administration is a democratic government?
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Michael Spencer
Michael Spencer@ReadFuturist·
@xwang_lk China using this as AI nationalism while this Administration is crazy enough to ban foreign Nationals from access to frontier models. Considering the Trump administration's views immigration, this could only get worse before it gets better.
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Michael Spencer
Michael Spencer@ReadFuturist·
When your AI advisors come from venture capital, the administration is not the only thing with a credibility gap. AI policy is a serious matter for the future reputation of AI. Already American consumers don't believe it's offering more benefits than harms. The incompetence of this Administration really is a red flag.
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Ro Khanna
Ro Khanna@RoKhanna·
The problem @DavidSacks is that the Administration has a credibility gap on whether decisions are being made with political or retributive motives or for the national interest. Trump's mantra has been, until now, accelerationism and no regulation. Why not work with Congress to set up an independent agency for AI safety, like the nuclear commission or FERC, so that the public has confidence in these decisions?
David Sacks@DavidSacks

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.

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Michael Spencer
Michael Spencer@ReadFuturist·
@tech__unicorn A lot of Americans really hate the Trump Administration and what Department of War has become. Do you actually think they're going to dislike this company now? Quite the opposite. This is better than a PR stunt.
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Delia Lazarescu
Delia Lazarescu@tech__unicorn·
Anthropic spent years telling us their models were too dangerous to release then the government agreed be careful what you market yourself as
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Michael Spencer
Michael Spencer@ReadFuturist·
@VraserX If the CEO of Google Deepmind was an angel investor in Anthropic. Wouldn't you expect the one person that hates OpenAI the most to be as well? Let's not be naive. Circular financing is about the network of relationships among these elites.
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Michael Spencer
Michael Spencer@ReadFuturist·
@0xsmac Everything is marketing. Remember that one of the fastest growth periods in history for Claude, was when the Pentagon treated them unfairly. Now frontier Mythos and its capabilities are going to be even more scarce.
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Michael Spencer
Michael Spencer@ReadFuturist·
@abeirami If a company in America had never heard of Anthropic, they suddenly have. So that's the company that makes the best AI.
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Michael Spencer
Michael Spencer@ReadFuturist·
@Presidentlin By media do you mean the group think of a dying app that used to be called Twitter? Where I keep hearing the same voices say the same things over and over?
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Lincoln 🇿🇦
Lincoln 🇿🇦@Presidentlin·
We are entering the part of the cycle where the media is going to be more aggressive towards Anthropic. It's for the clicks, don't take it personally. There was a window where Sam Altman could do nothing wrong. The same is happening with Dario and Anthropic. Expect every small event to become a giant thing. We should also see some moral pivots. "It seems the executives are lying to us, USG made attempts... why were we not informed? It increasingly feels like we are disregarding some of our safety policies" All of this will be to justify them leaving for one of the new labs CoreAuto, River (XAi Igor), maybe even something open source or in their country.
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Michael Spencer
Michael Spencer@ReadFuturist·
@soatto There's a silent population here that actually respects him and Anthropic even more after this story. That's what the mob doesn't tell you.
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Dario Soatto
Dario Soatto@soatto·
Dario Amodei is not going to get fired because Benchmark isn't on the cap table
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Michael Spencer
Michael Spencer@ReadFuturist·
@IntCyberDigest Microsoft who seemingly don't take cyber security very seriously. And practice insane levels of logging of our personal data.
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Michael Spencer
Michael Spencer@ReadFuturist·
What I expect to happen is this actually makes Anthropic even more impressive and able to build new kinds of products with Mythos that other companies cannot follow. Trump is making a legend of Anthropic through lawless demands. And hundreds of AI Bros are hilariously aiding his cause.
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Will Rinehart
Will Rinehart@WillRinehart·
While I haven’t seen anything official, maybe I missed it, it’s likely that the government used Export Administration Regulations (EAR) to make this happen. But under normal procedures, a written finding is needed. So the 5:21 PM same-day delivery and lack of details makes me wonder exactly what triggered this action. The line about wanting a “statutory process that is transparent, fair, clear, and grounded in technical facts” reads both as an indictment on the current order and a direct invitation to Congress to legislate. Yet again, I am worried the executive is pushing the outer bounds of the law. And I’m still not sure that if we got good procedures in place, they would be followed, as was the case with the supply chain risk designation. If you’re interested, I wrote 11k words on that spat between Anthropic and DoW: exformation.williamrinehart.com/p/when-anthrop…
Anthropic@AnthropicAI

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

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Michael Spencer
Michael Spencer@ReadFuturist·
@Pavel_Asparagus While I like that analogy, it's also why companies and Enterprise level customers trust Anthropic, not openAI. Arrogant or not, they obviously take their craft seriously. What everyone is missing is while OpenAI tries to pivot, Cursor is accelerating revenue faster.
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Michael Spencer
Michael Spencer@ReadFuturist·
@robustus When Angel investors or venture capital folk try to do media or public service, you sort of have to ask questions and start to read between the lines. It's not just cringe, it's something far more nefarious.
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Dan
Dan@robustus·
After watching David become a spin-machine for the admin on All-In, often contradicting his prior views & principles...it's hard for me to believe Anthropic simply refused to fix a bug. Easy to believe admin decided to take a politically-motivated opportunity against Anthropic.
David Sacks@DavidSacks

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.

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