Anthropic's Series H closed at a $965 billion valuation, up from $380 billion just 3 months prior, making it more valuable than OpenAI.

“Anthropic has closed their series H fundraising round at a $965 billion valuation, officially making them a more valuable company than OpenAI.”

Dario Amodei says Anthropic and OpenAI are trying to eliminate the need for human employees.

“Anthropic and OpenAI in particular are trying to automate themselves. Like they're trying to make it the case that they don't really need human employees anymore.”

When external app APIs are insufficient, Codex autonomously builds its own extensions to bridge the gap. It built a Premiere Pro extension so it could directly manipulate markers inside the app, illustrating AI-directed tool creation as a workaround for limited integrations.

“Codex then did was built itself an extension that could be installed into Premiere Pro that it could then talk to and say, "Hey, Premiere Pro extension, can you please change this marker inside of the Premiere Pro app.”

Benchmark comparisons across models are misleading without a fixed test-time compute budget or a performance-vs-compute curve, because scaffolding extra runs can inflate any score.

“The proper way to evaluate the models now is you either have some kind of budget for the benchmark whether it's tokens or cost or time or whatever or you plot the performance as a function of the amount of test time compute that's going into the model.”

Tokenized pre-IPO shares are effectively unenforceable IOUs because private companies like Anthropic can simply void any transfer not approved by their board, leaving token holders with nothing recognized on official books.

“Any sale or transfer of Anthropic stock or any interest in Anthropic stock that has not been approved by our board of directors is void and will not be recognized on our books and records.”

Noam Brown on why safety frameworks are already outdated in a test-time-compute world.

“The preparedness frameworks and responsible scaling policies, they don't really account for the amount of test time compute. They just say, 'Okay, well, what's the capability of the model? The problem is we're in a world now where the capability of the model is a function of how much money you put into it.'”

OpenAI separates eval-creation teams from model-optimization teams to prevent co-incentivization and benchmark gaming.

“Separate the teams that are creating the evals from the teams that are optimizing the models themselves because that way you don't like co-incentivize them.”

Brad Carson on AI ethics caveats from tech companies being toothless against DoD use.

“The fig leaves people are putting in front of themselves are no protection at all. You like OpenAI and Gemini both said like, well, we're going to do these things. Well, then there's like a caveat at the bottom where the DoD says we're going to use it for all lawful uses. And all the things I said I don't really love personally. They're all lawful, right? That's the problem.”

Korgi spends approximately $400,000 per month on Anthropic and zero dollars on OpenAI.

“Given that we spend maybe like $400,000 per month on Anthropic and $0 on OpenAI at the moment.”

Matthew Prince on how hard it is to get referral traffic from AI crawlers versus the old Google baseline.

“Today it's 20 times harder with Google than it used to be. But that's the good news. With OpenAI, it's 1,500 times harder. With Anthropic, it's 60,000 times harder.”