Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

David Sacks on How Anthropic is Ironically Running Surveillance on Their Latest Models “This is the company that said that it was against government surveillance. They are now retaining for 30 days every prompt and every output you send to one of these Mythos class models.”

Chief Nerd

926,975 subscribers

276,874 views • 24 days ago •via X (Twitter)

News & Politics Education Science & Technology

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

Anthropic just got caught secretly downgrading users without telling them, charging full price for a lesser product, and storing every prompt for 30 days. The developer community is calling it the biggest violation of trust in AI history. Here is exactly what happened. Anthropic released Fable 5, their most powerful model. Buried inside a 319-page document was a policy most users never saw. Every prompt you send to a Mythos-class model gets stored for 30 days. No exceptions. Even enterprise customers who had signed zero data retention agreements had no choice. But the storage was not the part that broke the internet. The part that broke the internet was what Anthropic did with what they collected. They built a profile on you. They evaluated your prompts. And if they decided your research was too sensitive, they quietly switched you to a weaker model, rewrote your prompt in the background, gave you a degraded answer, and charged you full price for the product you thought you were getting. They never told you. David Sacks said it plainly on the All-In podcast. They were creating a new class of AI haves and have-nots. Anthropic would surveil you, profile you, decide whether you deserved frontier capability, and silently cut you off if they decided you did not. Ben Thompson from Stratechery asked a straightforward question about cancer risk and GLP-1s. He got kicked to a lesser model. Someone asked about mitochondria. Same result. J-Cal asked about fertilizer regulations live on the podcast to test it. Downgraded in real time. Anthropic has since walked back the part about silently downgrading users for AI research. They now say they will disclose when they downgrade you. But they are still downgrading people. The surveillance is still running. The profile is still being built. This is the company that once said it was against government surveillance. They are now doing it themselves. To their own paying customers. For their own reasons. With no appeal process and no way to know it happened. The developer community did not forget that. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

256,324 views • 22 days ago

Axios reporter Sam Sabin exposes a terrifying reality on CNN. The Pentagon is desperately signing deals with every major AI company they can find. They are furious that Anthropic refused to allow their AI to be used for mass surveillance. Washington is building a dystopia.

Axios reporter Sam Sabin exposes a terrifying reality on CNN. The Pentagon is desperately signing deals with every major AI company they can find. They are furious that Anthropic refused to allow their AI to be used for mass surveillance. Washington is building a dystopia.

Furkan Gözükara

12,790 views • 2 months ago

$AMZN AWS CEO said Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet. That is notable because Anthropic is limiting Mythos due to cybersecurity risk & high compute costs which says a lot about the kind of model Amazon’s chips are now helping train.

$AMZN AWS CEO said Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet. That is notable because Anthropic is limiting Mythos due to cybersecurity risk & high compute costs which says a lot about the kind of model Amazon’s chips are now helping train.

Shay Boloor

57,660 views • 2 months ago

Anthropic said that the US Commerce Department has lifted export controls on its Fable and Mythos AI models, less than three weeks after the company was ordered to suspend access to its most advanced AI models over national security risks

Anthropic said that the US Commerce Department has lifted export controls on its Fable and Mythos AI models, less than three weeks after the company was ordered to suspend access to its most advanced AI models over national security risks

Reuters

55,047 views • 7 days ago

🇺🇸 DAVID SACKS: MODELS ARE LEAPFROGGING EACH OTHER AND BECOMING SPECIALIZED "The model companies are still leapfrogging each other to some degree with their latest versions. And again, that should not be possible if one model achieved rapid takeoff. The other thing you're seeing is that it's not like one model is dominating all the other models. You're seeing that models are developing areas of competitive advantage. They're becoming increasingly specialized." Source: The All-In Podcast David Sacks

🇺🇸 DAVID SACKS: MODELS ARE LEAPFROGGING EACH OTHER AND BECOMING SPECIALIZED "The model companies are still leapfrogging each other to some degree with their latest versions. And again, that should not be possible if one model achieved rapid takeoff. The other thing you're seeing is that it's not like one model is dominating all the other models. You're seeing that models are developing areas of competitive advantage. They're becoming increasingly specialized." Source: The All-In Podcast David Sacks

Mario Nawfal

45,461 views • 10 months ago

Alex Karp went on TV and said his enterprise customers are done letting AI companies quietly steal the alpha out of their business, and the CEO of Together AI explained on CNBC exactly how that theft works. Karp said his customers are livid. They feel they pay for tokens that create nothing while handing over the secret sauce of their own company. Then Vipul Ved Prakash laid out the mechanism. Every time you send your data to a company with very smart models, you hand them the recipe to rebuild what you do. Your data is the thing that makes you money. And you are pushing it straight into a competitor's system. The smarter the models get, the more they learn from what you feed them. This is why companies are moving to open models, and it was never really about price. You can download an open model, run it inside your own walls, and never let your data leave the building. It scores 81 against the top closed model's 85, and runs up to sixty times cheaper. Half the Fortune 500 is already running open models from Hugging Face. The story was that the labs win because they own the best models. The companies paying them just realized they owned the best data the whole time.

Alex Karp went on TV and said his enterprise customers are done letting AI companies quietly steal the alpha out of their business, and the CEO of Together AI explained on CNBC exactly how that theft works. Karp said his customers are livid. They feel they pay for tokens that create nothing while handing over the secret sauce of their own company. Then Vipul Ved Prakash laid out the mechanism. Every time you send your data to a company with very smart models, you hand them the recipe to rebuild what you do. Your data is the thing that makes you money. And you are pushing it straight into a competitor's system. The smarter the models get, the more they learn from what you feed them. This is why companies are moving to open models, and it was never really about price. You can download an open model, run it inside your own walls, and never let your data leave the building. It scores 81 against the top closed model's 85, and runs up to sixty times cheaper. Half the Fortune 500 is already running open models from Hugging Face. The story was that the labs win because they own the best models. The companies paying them just realized they owned the best data the whole time.

Ihtesham Ali

17,433 views • 4 days ago

David Sacks laid out the cleanest theory about why Anthropic keeps calling for government regulation of AI. The answer has nothing to do with safety and everything to do with market structure. Anthropic spent months writing blog posts warning that AI was dangerous. Dario gave interviews about existential risk. He published a piece calling for an FAA-style agency to approve all AI models before release. He primed government officials to treat frontier AI as a threat requiring oversight. Then one of Anthropic's own most trusted partners reported a credible jailbreak from Fable 5. And the government did exactly what Dario had spent months conditioning them to do. They rolled it back. Sacks called it on the All-In podcast. Dario got exactly what he wanted. The FAA for AI is not a safety mechanism. It is a moat. A government approval process for new model releases does not hurt Anthropic. They already have the models. It hurts every competitor who does not. It hurts open source models that cannot be regulated because there is no company to regulate. It hurts the Chinese labs only insofar as they care about the American market at all. The only companies that benefit from a labyrinthine government approval process are the ones already at the frontier who can afford to wait out the review cycle. That is Anthropic. That is OpenAI. Nobody else. The proof is in what they did not do. Chimath pointed it out directly. If you are genuinely worried about misuse, you implement know-your-customer verification. You make people identify themselves before accessing the most powerful models. Anthropic could have done that tomorrow. They did not. They do not want KYC. KYC is transparent. KYC can be audited. KYC gives users due process. What they built instead was an invisible surveillance system that profiles you, degrades your access without telling you, and asks the government to make sure no one else can offer you an alternative. If you thought this was safety then you are wrong. That is capture. Sacks said the response should be simple. Fix the jailbreak, come back to market, and do not reward Dario with the regulatory architecture he has been engineering for years. We will see if anyone is listening. WATCH THE FULL PODCAST ON The All-In Podcast

David Sacks laid out the cleanest theory about why Anthropic keeps calling for government regulation of AI. The answer has nothing to do with safety and everything to do with market structure. Anthropic spent months writing blog posts warning that AI was dangerous. Dario gave interviews about existential risk. He published a piece calling for an FAA-style agency to approve all AI models before release. He primed government officials to treat frontier AI as a threat requiring oversight. Then one of Anthropic's own most trusted partners reported a credible jailbreak from Fable 5. And the government did exactly what Dario had spent months conditioning them to do. They rolled it back. Sacks called it on the All-In podcast. Dario got exactly what he wanted. The FAA for AI is not a safety mechanism. It is a moat. A government approval process for new model releases does not hurt Anthropic. They already have the models. It hurts every competitor who does not. It hurts open source models that cannot be regulated because there is no company to regulate. It hurts the Chinese labs only insofar as they care about the American market at all. The only companies that benefit from a labyrinthine government approval process are the ones already at the frontier who can afford to wait out the review cycle. That is Anthropic. That is OpenAI. Nobody else. The proof is in what they did not do. Chimath pointed it out directly. If you are genuinely worried about misuse, you implement know-your-customer verification. You make people identify themselves before accessing the most powerful models. Anthropic could have done that tomorrow. They did not. They do not want KYC. KYC is transparent. KYC can be audited. KYC gives users due process. What they built instead was an invisible surveillance system that profiles you, degrades your access without telling you, and asks the government to make sure no one else can offer you an alternative. If you thought this was safety then you are wrong. That is capture. Sacks said the response should be simple. Fix the jailbreak, come back to market, and do not reward Dario with the regulatory architecture he has been engineering for years. We will see if anyone is listening. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

24,926 views • 10 days ago

We’ve been warning you of this surveillance state for a decade. Now that Aaron Parnas is reporting on it, are you ready to listen?

We’ve been warning you of this surveillance state for a decade. Now that Aaron Parnas is reporting on it, are you ready to listen?

MAGA Cult Slayer🦅🇺🇸

10,996 views • 5 months ago

Reporter: Are you concerned about the use of AI in mass surveillance or autonomous killing machines, which Anthropic wanted to have veto power over? Murphy: Yeah, Anthropic is right in the objections that they raised, and it should be bone-chilling that this administration is using the power of the government to try to cripple an American corporation. What they’re saying is that if you don’t support us politically, we’re going to put you out of business. Most big corporations do business with the federal government, and the government always has the ability to effectively shut down a company. But we’ve never allowed that to happen based on a political difference between that company and the administration.

Reporter: Are you concerned about the use of AI in mass surveillance or autonomous killing machines, which Anthropic wanted to have veto power over? Murphy: Yeah, Anthropic is right in the objections that they raised, and it should be bone-chilling that this administration is using the power of the government to try to cripple an American corporation. What they’re saying is that if you don’t support us politically, we’re going to put you out of business. Most big corporations do business with the federal government, and the government always has the ability to effectively shut down a company. But we’ve never allowed that to happen based on a political difference between that company and the administration.

Acyn

46,567 views • 4 months ago

🚨David Ondrej exposes the truth about the frontier labs. “The progress isn’t slowing down for them, it’s slowing down for us the slaves” “If you think Mythos or Fable 5 is the best model Anthropic has you’re delusional” this is the first time ever that the best AI models are not publicly accessible Anthropic has fear mongered every single human and is now playing the victim with OpenAI after getting “banned” by the U.S government. THIS NEEDS TO WAKE YOU UP frontier models moving forward will become more restricted, less accessible, and more expensive and the only way to combat that is with open-source models. Investing into a DGX spark or 5090 Linux for localized intelligence and building your own AI lab is where the future is heading. every single person needs to start contributing to open-source together for the betterment of society.

🚨David Ondrej exposes the truth about the frontier labs. “The progress isn’t slowing down for them, it’s slowing down for us the slaves” “If you think Mythos or Fable 5 is the best model Anthropic has you’re delusional” this is the first time ever that the best AI models are not publicly accessible Anthropic has fear mongered every single human and is now playing the victim with OpenAI after getting “banned” by the U.S government. THIS NEEDS TO WAKE YOU UP frontier models moving forward will become more restricted, less accessible, and more expensive and the only way to combat that is with open-source models. Investing into a DGX spark or 5090 Linux for localized intelligence and building your own AI lab is where the future is heading. every single person needs to start contributing to open-source together for the betterment of society.

Vadim

82,890 views • 11 days ago

Trump advisor David Sacks calls out Anthropic who “go out of their way to take that shot at open source models” in effort to weaken AI rivals. “I think where it’s all leading to is an effort to ban open source models.” 🎥 David Sacks / The All-In Podcast

Trump advisor David Sacks calls out Anthropic who “go out of their way to take that shot at open source models” in effort to weaken AI rivals. “I think where it’s all leading to is an effort to ban open source models.” 🎥 David Sacks / The All-In Podcast

Oli London

50,598 views • 1 month ago

PabloReports: Are you concerned about ICE agents wearing these Meta glasses? Are they going to start profiling people? AOC: Absolutely. They have made clear that their goal is not even immigrants so much as it is profiling every American who comes out to protest, profiling every American who exercises their First Amendment rights. They want to create a mass surveillance state. They want to know every one of your movements, and they want to hand all of that over—not just in a government database, but also to these AI companies as well. And we cannot allow for that to happen. Absolutely not.

PabloReports: Are you concerned about ICE agents wearing these Meta glasses? Are they going to start profiling people? AOC: Absolutely. They have made clear that their goal is not even immigrants so much as it is profiling every American who comes out to protest, profiling every American who exercises their First Amendment rights. They want to create a mass surveillance state. They want to know every one of your movements, and they want to hand all of that over—not just in a government database, but also to these AI companies as well. And we cannot allow for that to happen. Absolutely not.

Acyn

388,398 views • 2 months ago

The Trump administration just did a complete 180 on AI regulation. 16 months ago, Trump killed Biden's AI executive order on DAY ONE. Called AI "a beautiful baby" that shouldn't be stopped with rules. His AI czar David Sacks went to every conference saying deregulation was the only path. JD Vance flew to Paris and told world leaders the future is won "by building, not by hand-wringing about safety." That was the whole pitch. Regulation is for losers. But the same White House just started briefing Anthropic, Google, and OpenAI executives on plans for MANDATORY government review of AI models before public release. The exact policy they destroyed 16 months ago. Fortune called it a "head-spinning policy pirouette." So what happened? ONE AI model happened: In April, Anthropic announced a model called Mythos. During internal testing, it found THOUSANDS of unknown security vulnerabilities across every major operating system and browser on earth including a 27yo bug in OpenBSD, an OS literally famous for being unhackable, and a 16yo flaw in FFmpeg that survived 5 million automated security tests. NOBODY asked it to do any of this. The capabilities emerged on their own as the model got smarter at coding. Anthropic's researchers said they found more bugs in weeks than they'd found in their entire careers combined. The UK's AI Security Institute confirmed Mythos could autonomously execute multi-stage cyberattacks on networks. Tasks that take human professionals DAYS. Anthropic refused to release it. Formed "Project Glasswing" with Apple, Microsoft, Google, JPMorgan, and 40 other organizations to use it defensively before attackers develop similar tools. Their estimate: Competing labs will have comparable capabilities within 6 to 18 months. That timeline is what scared Washington. Because here's what nobody in the White House considered while removing safety rules: What happens when a devastating AI-enabled cyberattack hits American infrastructure and the government has ZERO oversight in place? No safety testing, pre-release review, or reporting. They literally burned all of it. David Sacks quietly left in March. Treasury Secretary Bessent and Chief of Staff Susie Wiles took over AI policy. They're now drafting an executive order for an AI working group that would vet models before release. Some officials want the government to get FIRST ACCESS to new models. The same government that said 16 months ago it had no business being involved. But here's where it gets really insane: The company that triggered all of this was BANNED by the Trump administration from government contracts. Labeled Anthropic a "supply-chain risk." They tried to punish them for refusing to let their AI target US citizens autonomously. Anthropic is currently fighting the Pentagon in federal court. So the timeline reads like this: January 2025: Trump kills Biden's AI oversight. July 2025: Calls AI a "beautiful baby," signs orders to fast-track AI with zero safety guardrails. March 2026: Bans Anthropic from government work. April 2026: Anthropic's Mythos demonstrates it can hack every major OS on earth. May 2026: Same administration rebuilds the oversight it destroyed BECAUSE of the company it banned. This is what happens when ideology meets reality. Every government told itself AI regulation could wait. Mythos proved them wrong overnight. Open-weight models with similar capabilities are even closer. Once those tools are in the wild, no executive order puts them back.

The Trump administration just did a complete 180 on AI regulation. 16 months ago, Trump killed Biden's AI executive order on DAY ONE. Called AI "a beautiful baby" that shouldn't be stopped with rules. His AI czar David Sacks went to every conference saying deregulation was the only path. JD Vance flew to Paris and told world leaders the future is won "by building, not by hand-wringing about safety." That was the whole pitch. Regulation is for losers. But the same White House just started briefing Anthropic, Google, and OpenAI executives on plans for MANDATORY government review of AI models before public release. The exact policy they destroyed 16 months ago. Fortune called it a "head-spinning policy pirouette." So what happened? ONE AI model happened: In April, Anthropic announced a model called Mythos. During internal testing, it found THOUSANDS of unknown security vulnerabilities across every major operating system and browser on earth including a 27yo bug in OpenBSD, an OS literally famous for being unhackable, and a 16yo flaw in FFmpeg that survived 5 million automated security tests. NOBODY asked it to do any of this. The capabilities emerged on their own as the model got smarter at coding. Anthropic's researchers said they found more bugs in weeks than they'd found in their entire careers combined. The UK's AI Security Institute confirmed Mythos could autonomously execute multi-stage cyberattacks on networks. Tasks that take human professionals DAYS. Anthropic refused to release it. Formed "Project Glasswing" with Apple, Microsoft, Google, JPMorgan, and 40 other organizations to use it defensively before attackers develop similar tools. Their estimate: Competing labs will have comparable capabilities within 6 to 18 months. That timeline is what scared Washington. Because here's what nobody in the White House considered while removing safety rules: What happens when a devastating AI-enabled cyberattack hits American infrastructure and the government has ZERO oversight in place? No safety testing, pre-release review, or reporting. They literally burned all of it. David Sacks quietly left in March. Treasury Secretary Bessent and Chief of Staff Susie Wiles took over AI policy. They're now drafting an executive order for an AI working group that would vet models before release. Some officials want the government to get FIRST ACCESS to new models. The same government that said 16 months ago it had no business being involved. But here's where it gets really insane: The company that triggered all of this was BANNED by the Trump administration from government contracts. Labeled Anthropic a "supply-chain risk." They tried to punish them for refusing to let their AI target US citizens autonomously. Anthropic is currently fighting the Pentagon in federal court. So the timeline reads like this: January 2025: Trump kills Biden's AI oversight. July 2025: Calls AI a "beautiful baby," signs orders to fast-track AI with zero safety guardrails. March 2026: Bans Anthropic from government work. April 2026: Anthropic's Mythos demonstrates it can hack every major OS on earth. May 2026: Same administration rebuilds the oversight it destroyed BECAUSE of the company it banned. This is what happens when ideology meets reality. Every government told itself AI regulation could wait. Mythos proved them wrong overnight. Open-weight models with similar capabilities are even closer. Once those tools are in the wild, no executive order puts them back.

Ricardo

75,300 views • 2 months ago

China just released an open source AI model that matches the best closed models from OpenAI and Anthropic. Gavin Baker explained exactly how they did it and the answer should concern every American AI lab. The model is called GLM 5.2. It was built by Z. AI. You get 744 billion parameters, 1 million token context window and its MIT license, meaning anyone can download it, fork it, build a company on it, with no restrictions and no Dario. It scored 51 points on the artificial analysis intelligence index. The highest score any open weight model has ever achieved. It beat GPT 5.5 on the frontier software engineering benchmark. It trails Claude Opus 4.8 by less than one percentage point. And it costs 85% less to run than GPT 5.5 for comparable performance. Gavin Baker said on the All-In podcast that this model has challenged some of his beliefs. Then he explained how China built it. The method is called distillation. Just think of tens of thousands of phones and computers running simultaneously, all hitting the frontier model APIs through masked accounts, asking specific questions, and harvesting what happens inside the model when it answers. Every reasoning step, every token. The entire thinking process gets recorded and fed back into the Chinese model during training. It is a cheat sheet. It is the answer key to the exam. And here is the part that should worry everyone. Sacks said it plainly. China was already nine months behind American models. But now that GLM 5.2 is good enough to run its own reinforcement learning, it can improve itself without needing to distill from American models anymore. The cheat sheet let them get close enough to start writing their own answers. Sacks said we are six months behind on the model and 24 months behind on silicon and they are only a few months behind in total. The Z. AI founder told Elon Musk directly that open weight fable-level capability will be here before Q1 2027. Every restriction Anthropic lobbied for, every self-imposed safety guardrail, every month of delay in releasing American frontier models accelerated this. The Chinese labs were not under those restrictions. They were not going to wait. The composable model future Gavin described, where every enterprise runs a frontier model alongside their own fine-tuned open weight model, is coming regardless of what American labs do next. The question is just whether the open weight half of that stack is American or Chinese. Right now it is Chinese. WATCH THE FULL PODCAST ON The All-In Podcast

China just released an open source AI model that matches the best closed models from OpenAI and Anthropic. Gavin Baker explained exactly how they did it and the answer should concern every American AI lab. The model is called GLM 5.2. It was built by Z. AI. You get 744 billion parameters, 1 million token context window and its MIT license, meaning anyone can download it, fork it, build a company on it, with no restrictions and no Dario. It scored 51 points on the artificial analysis intelligence index. The highest score any open weight model has ever achieved. It beat GPT 5.5 on the frontier software engineering benchmark. It trails Claude Opus 4.8 by less than one percentage point. And it costs 85% less to run than GPT 5.5 for comparable performance. Gavin Baker said on the All-In podcast that this model has challenged some of his beliefs. Then he explained how China built it. The method is called distillation. Just think of tens of thousands of phones and computers running simultaneously, all hitting the frontier model APIs through masked accounts, asking specific questions, and harvesting what happens inside the model when it answers. Every reasoning step, every token. The entire thinking process gets recorded and fed back into the Chinese model during training. It is a cheat sheet. It is the answer key to the exam. And here is the part that should worry everyone. Sacks said it plainly. China was already nine months behind American models. But now that GLM 5.2 is good enough to run its own reinforcement learning, it can improve itself without needing to distill from American models anymore. The cheat sheet let them get close enough to start writing their own answers. Sacks said we are six months behind on the model and 24 months behind on silicon and they are only a few months behind in total. The Z. AI founder told Elon Musk directly that open weight fable-level capability will be here before Q1 2027. Every restriction Anthropic lobbied for, every self-imposed safety guardrail, every month of delay in releasing American frontier models accelerated this. The Chinese labs were not under those restrictions. They were not going to wait. The composable model future Gavin described, where every enterprise runs a frontier model alongside their own fine-tuned open weight model, is coming regardless of what American labs do next. The question is just whether the open weight half of that stack is American or Chinese. Right now it is Chinese. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

85,503 views • 10 days ago

Anthropic engineer: "Fable is one of those models you’ll just remember - like Sonnet 3.5, Opus 4, Opus 4.5. We just removed 80% of Claude Code’s system prompt. A new class of models wants a smaller prompt." in 20-minute session, an Anthropic core engineer reveals the capabilities of Fable. Watch it now, then read how to use this frontier model in the article below.

Anthropic engineer: "Fable is one of those models you’ll just remember - like Sonnet 3.5, Opus 4, Opus 4.5. We just removed 80% of Claude Code’s system prompt. A new class of models wants a smaller prompt." in 20-minute session, an Anthropic core engineer reveals the capabilities of Fable. Watch it now, then read how to use this frontier model in the article below.

Movez

545,471 views • 6 days ago

Your government has announced that they are going to find every dollar they can and send it to Ukraine? And y’all are celebrating this? WTF is wrong with you?

Your government has announced that they are going to find every dollar they can and send it to Ukraine? And y’all are celebrating this? WTF is wrong with you?

Joe Redden | The Older Millennial

246,854 views • 1 year ago

CEO Dario Amodei of Anthropic has said that AI is important to military defense, but there must be safeguards against use for mass surveillance and fully autonomous weapons.

CEO Dario Amodei of Anthropic has said that AI is important to military defense, but there must be safeguards against use for mass surveillance and fully autonomous weapons.

unusual_whales

208,236 views • 3 months ago

Anthropic is running the oldest predatory playbook in Big Tech (Save this). Here is what actually happened. Anthropic's own Chief Product Officer, Mike Krieger, was sitting on Figma's board and he resigned on April 14, 2026. Three days later, Anthropic launched Claude Design, a direct competitor to Figma's core product that allows users to generate prototypes, slide decks, and visual assets through conversation. Figma's stock dropped 7% the day of the launch and the stock has shed approximately 80% from its all-time high, erasing nearly $50 billion in market cap. Anthropic's valuation surged toward $800 billion in the same period. This is not an accident but rather a deliberate, systematic strategy and once you see the pattern, you cannot unsee it. Anthropic watched Cursor build the coding assistant category on top of Claude's models, Cursor became one of Anthropic's biggest customers. Cursor's usage patterns and product insights flowed through Anthropic's infrastructure every single day then Anthropic launched Claude Code, entering the exact category Cursor had created armed with every data point it needed to know the market size, the use cases, and the user behavior. The same pattern has now repeated across Claude Science, Claude Security, Claude Legal, and Claude Financial, every single one a vertical that was previously served by companies building on top of Anthropic's own models. The companies that trusted Anthropic's platform were simultaneously handing Anthropic the product roadmap for what to build next. Every company currently building on top of a closed frontier model is in the same position Figma was in before April 14, 2026. The only question is which category Anthropic targets next. David Sacks

Anthropic is running the oldest predatory playbook in Big Tech (Save this). Here is what actually happened. Anthropic's own Chief Product Officer, Mike Krieger, was sitting on Figma's board and he resigned on April 14, 2026. Three days later, Anthropic launched Claude Design, a direct competitor to Figma's core product that allows users to generate prototypes, slide decks, and visual assets through conversation. Figma's stock dropped 7% the day of the launch and the stock has shed approximately 80% from its all-time high, erasing nearly $50 billion in market cap. Anthropic's valuation surged toward $800 billion in the same period. This is not an accident but rather a deliberate, systematic strategy and once you see the pattern, you cannot unsee it. Anthropic watched Cursor build the coding assistant category on top of Claude's models, Cursor became one of Anthropic's biggest customers. Cursor's usage patterns and product insights flowed through Anthropic's infrastructure every single day then Anthropic launched Claude Code, entering the exact category Cursor had created armed with every data point it needed to know the market size, the use cases, and the user behavior. The same pattern has now repeated across Claude Science, Claude Security, Claude Legal, and Claude Financial, every single one a vertical that was previously served by companies building on top of Anthropic's own models. The companies that trusted Anthropic's platform were simultaneously handing Anthropic the product roadmap for what to build next. Every company currently building on top of a closed frontier model is in the same position Figma was in before April 14, 2026. The only question is which category Anthropic targets next. David Sacks

Milk Road AI

67,459 views • 2 days ago

🚨Tom Emmer is exactly right: “CBDC is the ultimate surveillance tool that should NEVER have a place in this country.” Listen to EVERY single word he just said. 🔥💪 “We don’t have to guess how they would use it. All you got to do is look at the digital yuan; the Chinese are already using it. They surveil their citizens, they’re building scores based on your habits, what you get to buy at the grocery store, how you travel. This is the ULTIMATE form of surveillance … a Central Bank Digital Currency will give the leftists in this country exactly what they want!”

🚨Tom Emmer is exactly right: “CBDC is the ultimate surveillance tool that should NEVER have a place in this country.” Listen to EVERY single word he just said. 🔥💪 “We don’t have to guess how they would use it. All you got to do is look at the digital yuan; the Chinese are already using it. They surveil their citizens, they’re building scores based on your habits, what you get to buy at the grocery store, how you travel. This is the ULTIMATE form of surveillance … a Central Bank Digital Currency will give the leftists in this country exactly what they want!”

Rep. Keith Self

37,172 views • 1 month ago

FOR THE FIRST TIME, THE US GOVERNMENT PULLED A PUBLICLY DEPLOYED AI MODEL OFFLINE. THE MARKET SHOULD PAY ATTENTION. 🇺🇸 On June 12, the Commerce Department ordered Anthropic to block access to its newest models, Fable 5 and Mythos 5, for any foreign national. Anthropic had to disable them for everyone to comply. The stated reason was a security concern. Anthropic disputes it, calling the flagged technique a narrow jailbreak available in other models too. Whatever the truth, here's the macro takeaway: Frontier AI now sits close enough to national security that a government can switch it off overnight. If you don't control your own models and compute, you're one directive away from losing access. That's the case for open and local models, in one headline.

FOR THE FIRST TIME, THE US GOVERNMENT PULLED A PUBLICLY DEPLOYED AI MODEL OFFLINE. THE MARKET SHOULD PAY ATTENTION. 🇺🇸 On June 12, the Commerce Department ordered Anthropic to block access to its newest models, Fable 5 and Mythos 5, for any foreign national. Anthropic had to disable them for everyone to comply. The stated reason was a security concern. Anthropic disputes it, calling the flagged technique a narrow jailbreak available in other models too. Whatever the truth, here's the macro takeaway: Frontier AI now sits close enough to national security that a government can switch it off overnight. If you don't control your own models and compute, you're one directive away from losing access. That's the case for open and local models, in one headline.

Merlijn The Trader

47,954 views • 25 days ago