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VOICE ARCHIVE

Alex Kantrowitz

@kantrowitz
870 posts
2026-04-12
Molotov cocktail hurled at Altman's house, Indianapolis legislator's house shot up. Both this week. AI opposition getting scary. https://bigtechnology.substack.com/ ...
2026-04-12 View on X
Financial Times

Sources: UK regulators plan to warn banks, insurers, and exchanges about security risks exposed by Claude Mythos Preview at a meeting within the next two weeks

Leading banks, insurers and exchanges to be warned over cyber security vulnerabilities exposed by Claude Mythos

Molotov cocktail hurled at Altman's house, Indianapolis legislator's house shot up. Both this week. AI opposition getting scary. https://bigtechnology.substack.com/ ...
2026-04-12 View on X
Bloomberg

Sources: Goldman Sachs, Citigroup, and other banks are testing Anthropic's Mythos model internally; JPMorgan Chase is the only bank named in Project Glasswing

Molotov cocktail hurled at Altman's house, Indianapolis legislator's house shot up. Both this week. AI opposition getting scary. https://bigtechnology.substack.com/ ...
2026-04-12 View on X
Don't Worry About the Vase

A deep dive into the debate about Claude Mythos Preview, the model's capabilities, attempts to refute Anthropic's claims, and what it means for the future of AI

Anthropic is not going to release its new most capable model, Claude Mythos, to the public any time soon.

2026-04-11
Molotov cocktail hurled at Altman's house, Indianapolis legislator's house shot up. Both this week. AI opposition getting scary. https://bigtechnology.substack.com/ ...
2026-04-11 View on X
Bloomberg

Sources: Goldman Sachs, Citigroup, and other banks are testing Anthropic's Mythos model internally; JPMorgan Chase is the only bank named in Project Glasswing

Wall Street banks are starting to test Anthropic PBC's Mythos model internally as Trump administration officials encourage them to use it to detect vulnerabilities.

2026-04-08
Interesting stuff from @gdb on why OpenAI is doubling down on text models.  “There's been this debate about how far text models can go... I think we have definitively answered that question — it is going to go to AGI.  We have line of sight to much better models coming this year.”
2026-04-08 View on X
Big Technology

Q&A with OpenAI President Greg Brockman about OpenAI's research direction, how far it can push Codex, closing Sora, betting on text vs. world models, and more

it is going to go to AGI.  We have line of sight to much better models coming this year.”

Interesting stuff from @gdb on why OpenAI is doubling down on text models.  “There's been this debate about how far text models can go... I think we have definitively answered that question — it is going to go to AGI.  We have line of sight to much better models coming this year.”
2026-04-08 View on X
@sama

Sam Altman says OpenAI is resetting Codex's usage limits “to celebrate 3M weekly Codex users” and will reset them for every 1M new users until it reaches 10M

To celebrate 3 million weekly codex users, we are resetting usage limits. We will do this every million users up to 10 million. Happy building!

2026-04-07
Interesting stuff from @gdb on why OpenAI is doubling down on text models. “There's been this debate about how far text models can go... I think we have definitively answered that question — it is going to go to AGI. We have line of sight to much better models coming this [image]
2026-04-07 View on X
Big Technology

Q&A with OpenAI President Greg Brockman about OpenAI's research direction, how far it can push Codex, closing Sora, betting on text vs. world models, and more

OpenAI is shifting strategies yet again.  Here's the logic behind the latest moves and what they mean for the company's direction.

2026-03-06
Might've been that leaked Slack message that pushed it across
2026-03-06 View on X
Anthropic

Dario Amodei says Anthropic plans to fight the DOD's risk designation in court, claims the DOD's letter has a “narrow scope”, and apologizes for his leaked memo

Yesterday (March 4) Anthropic received a letter from the Department of War confirming that we have been designated …

Might've been that leaked Slack message that pushed it across
2026-03-06 View on X
Bloomberg

The US DOD says it has “officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately”

The Pentagon said it has formally notified Anthropic PBC that it's determined the company and its products pose a risk to the US supply chain …

2026-03-05
Might've been that leaked Slack message that pushed it across
2026-03-05 View on X
Bloomberg

A senior US defense official says the Pentagon formally told Anthropic that the startup and its products “are deemed a supply chain risk, effective immediately”

The Pentagon said it has formally notified Anthropic PBC that it's deemed the artificial intelligence company and its products a risk to the US supply chain …

2026-03-01
Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-03-01 View on X
On my Om

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …

Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-03-01 View on X
About Amazon

Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS

eventuallyMakenzie Holland /CIO Dive:AWS gains enterprise edge with OpenAI partnershipReuters:OpenAI's $110 billion funding round draws investment from Amazon, Nvidia, SoftBankLuke...

2026-02-28
I'd be stunned if Anthropic is actually phased out at federal agencies. There's a six month deadline. We've seen those before.
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-02-28 View on X
Axios

As part of the Amazon-OpenAI deal, the companies plan a “stateful runtime environment” for AWS, letting agents carry context forward to handle ongoing projects

Ina Fried /Axios:

Defense official to Axios a few days ago, on Anthropic: “The only reason we're still talking to these people is we need them and we need them now. The problem for these guys is they are that good.”
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

I'd be stunned if Anthropic is actually phased out at federal agencies. There's a six month deadline. We've seen those before.
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
2026-02-28 View on X
On my Om

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …

I'd be stunned if Anthropic is actually phased out at federal agencies. There's a six month deadline. We've seen those before.
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

Defense official to Axios a few days ago, on Anthropic: “The only reason we're still talking to these people is we need them and we need them now. The problem for these guys is they are that good.”
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

I'd be stunned if Anthropic is actually phased out at federal agencies. There's a six month deadline. We've seen those before.
2026-02-28 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …