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semi
2.2K posts
🚨BREAKING: ANTHROPIC CEO JUST ENDED OPENAI
@sama
After getting blacklisted by Pentagon, Dario sits down and writes the most unhinged CEO memo in silicon valley history:
>calls openai's pentagon deal "safety theater"
>says trump admin hates them because they haven't "given dictator-style praise to Trump (while Sam has)"
>names greg brockman's $25M trump super PAC donation by name says they supported AI regulation
>"which is against their agenda"
>says they "told the truth about AI policy issues like job displacement"
THE PALANTIR EXPOSÉ:
>reveals palantir's actual pitch to anthropic during negotiations
>"you have some unhappy employees, you need to offer them something that placates them or makes what is happening invisible to them, and that's the service we provide"
>palantir's pitch wasn't safety. it was CONCEALMENT
>palantir offered a "classifier" to detect red line violations
>dario: models get jailbroken, monitoring only works in a few cases "maybe 20% real and 80% safety theater"
>says palantir offered openai the same package
>openai accepted it
>says Altman is "peddling narratives" to his own employees
>calls openai employees "sort of a gullible bunch" due to "selection effects"
>says the "attempted spin/gaslighting" isn't working on
>the public or media but IS working on "some Twitter morons" rofl
>says his main concern is making sure it doesn't work on openai employees too
BTW near the end of negotiations the pentagon offered to accept ALL of anthropic's terms if they deleted ONE phrase:
>"analysis of bulk acquired data"
>anthropic refused
>same surveillance clause pentagon said they didn't even want to do
>meanwhile Altman told his employees: "you don't get to weigh in on that" 💀
ITS OVER.
ANTHROPIC WON, DEAL WITH IT
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Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic.
"Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools."
"They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."
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Every Sunday I go to Costco and look for people pulling up in $125,000 cars who stand in line for 22 minutes to return a $8.99 item.
I’ll ask them where they work and then go long the stock.
I’m up 270% this year.
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@Yuchenj_UW I will pay any price if any of these guys can take data from a dead person that has never used a LLM before and make a digital chatbot out of them.
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My wife told me this morning that my Gemini is smarter than hers.
I suddenly realized it’s Gemini’s memory. It’s the first step toward personal intelligence: one brain (model weights), personalized chat.
Fun fact: we will never die. We will live in AI’s “memory” forever. I talk to AI more than any human nowadays, and there’s no doubt it will have an unlimited context length.
Product idea: when we physically die, but our family wants us to live on, obviously. They will pay OpenAI or Google or xAI a $200/month subscription fee to talk to a chatbot version of us. There’s a terminal at our grave. Our digital ghost talks.
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@michaelmiraflor u know it's bad when youve got ex soundcloud artists turning into full blown hackerman (hat tip benn jordan)
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Dudes get a hold of Claude Code and vibe code a Palantir JR surveillance-state dashboard overnight for fun.
patagucci perf papi@kenwheeler
what the fuck did i just build!? shit has DOT cameras and scanner feeds and citizen incident reports. i am monitoring the FUCK out of the situation
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2/ I also run 5-10 Claudes on claude.ai/code, in parallel with my local Claudes. As I code in my terminal, I will often hand off local sessions to web (using &), or manually kick off sessions in Chrome, and sometimes I will --teleport back and forth. I also start a few sessions from my phone (from the Claude iOS app) every morning and throughout the day, and check in on them later.
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I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit.
My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is no one correct way to use Claude Code: we intentionally build it in a way that you can use it, customize it, and hack it however you like. Each person on the Claude Code team uses it very differently.
So, here goes.
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Perplexity CEO Aravind Srinivas says the biggest threat to data centers is intelligence that runs locally on your device
If models run on your own chip, they can watch your workflow and adapt via "test time training" without data ever leaving your computer
"you own it. it's your brain"
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$amzn up 5% ytd why not celebrate
Page Six@PageSix
Jeff Bezos and Lauren Sánchez are kicking off the new year in St. Barts. 🎉
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@gheeunit @Scobleizer @alexandr_wang @ManusAI @Red_Xiao_ If Anthropic sold themselves to Apple they would be forced to make an open source model. Don’t think Dario’s up for that
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@Scobleizer @alexandr_wang @ManusAI @Red_Xiao_ Apple is absolutely fucked if they don’t buy Anthropic.
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Excited to announce that @ManusAI has joined Meta to help us build amazing AI products!
The Manus team in Singapore are world class at exploring the capability overhang of today’s models to scaffold powerful agents.
Looking forward to working with you, @Red_Xiao_!
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holy shit it’s real
Sam Altman@sama
We are hiring a Head of Preparedness. This is a critical role at an important time; models are improving quickly and are now capable of many great things, but they are also starting to present some real challenges. The potential impact of models on mental health was something we saw a preview of in 2025; we are just now seeing models get so good at computer security they are beginning to find critical vulnerabilities. We have a strong foundation of measuring growing capabilities, but we are entering a world where we need more nuanced understanding and measurement of how those capabilities could be abused, and how we can limit those downsides both in our products and in the world, in a way that lets us all enjoy the tremendous benefits. These questions are hard and there is little precedent; a lot of ideas that sound good have some real edge cases. If you want to help the world figure out how to enable cybersecurity defenders with cutting edge capabilities while ensuring attackers can't use them for harm, ideally by making all systems more secure, and similarly for how we release biological capabilities and even gain confidence in the safety of running systems that can self-improve, please consider applying. This will be a stressful job and you'll jump into the deep end pretty much immediately. openai.com/careers/head-o…
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@NielsRogge @cursor_ai they went to cursor to grab secrets on how to make a better VScode fork
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I still wanna know what happened in that 2 week span when Boris and the lead product manager of Claude Code both joined @cursor_ai and then went back to Anthropic 😂🤔
Boris Cherny@bcherny
When I created Claude Code as a side project back in September 2024, I had no idea it would grow to be what it is today. It is humbling to see how Claude Code has become a core dev tool for so many engineers, how enthusiastic the community is, and how people are using it for all sorts of things from coding, to devops, to research, to non-technical use cases. This technology is alien and magical, and it makes it so much easier for people to build and create. Increasingly, code is no longer the bottleneck. A year ago, Claude struggled to generate bash commands without escaping issues. It worked for seconds or minutes at a time. We saw early signs that it may become broadly useful for coding one day. Fast forward to today. In the last thirty days, I landed 259 PRs -- 497 commits, 40k lines added, 38k lines removed. Every single line was written by Claude Code + Opus 4.5. Claude consistently runs for minutes, hours, and days at a time (using Stop hooks). Software engineering is changing, and we are entering a new period in coding history. And we're still just getting started..
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The University of Michigan’s consumer sentiment index shows that people with investment portfolios feel significantly better about the economy than those who do not own stocks, with sentiment among non-stockholders sinking to its lowest point since the university began collecting such data in 1998.
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@The_AI_Investor Nvidia been bashing on ASICs. Now they drop 20bil on one…
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BREAKING: Nvidia is reportedly set to acquire Groq for $20B in cash, per Alex Davis of Disruptive (lead investor in Groq’s latest round).
Groq raised $750M about three months ago at a ~$6.9B valuation with investors including BlackRock, Neuberger Berman, Samsung, Cisco, Altimeter, and 1789 Capital. Investors are expected to be told Wednesday, and the deal reportedly excludes Groq’s GroqCloud business.
Nvidia has a lot of cash to spend, but is Groq worth the price?
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So… how’s that rotation out of gold into bitcoin going?
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$AVGO Director Harry You buys $325,129 of shares.
You is the only Broadcom insider to have purchased shares since 2023.
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