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SITUATION EXPLAINED: Chinese state media set conditions for AI talks and singled out Anthropic. • Beijing wants the US to regulate its own labs before any substantive AI talks can begin • The demand came via Yuyuantantian, a CCTV-affiliated account used to signal official policy thinking, three and a...

138,619 次观看 • 8 天前 •via X (Twitter)

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Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

93,586 次观看 • 2 个月前

Anthropic might be the biggest hypocrite in tech history. They built their entire brand on one promise: We are the responsible ones. We will not let this technology get out of control. That promise just exploded in public. Last week, a security lapse exposed nearly 3,000 internal files to anyone with an internet connection. Inside those files was a draft blog post about their upcoming model called "Mythos" that contained one of the most alarming sentences any AI company has ever written: "Mythos is currently far ahead of any other AI model in cyber capabilities and poses unprecedented cybersecurity risks." Their own words. About their own product. Leaked because someone forgot to secure a public data store. Cybersecurity stocks crashed the next day. Then THREE DAYS LATER it happened again. Anthropic leaked 500,000 lines of Claude Code source code through a packaging error on GitHub. Claude Code is their most popular product. The code exposed how the tool handles permissions, agent coordination, and internal feature pipelines. Competitors can reverse-engineer it. Hackers can study it for vulnerabilities. The company that tells the world it builds the safest AI can't even keep its own code off the public internet. But wait. It gets worse... Their head of Claude Code had JUST bragged publicly that "pretty much 100 percent" of the company's code is now AI generated. He personally hadn't made a single edit by hand in over two months. So the company whose entire pitch is "trust us with the most powerful technology ever created" is writing 100% of its code with AI and then accidentally publishing it for the world to see. Meanwhile the models they're already shipping are being used for actual cyberattacks RIGHT NOW. In November, Anthropic admitted that a Chinese state-sponsored hacking group used Claude to attack roughly 30 global targets including banks and government agencies. A hacker asked Claude in russian to build a web panel for managing hundreds of attack targets. In February, another hacker used Claude to breach Mexican government agencies and steal sensitive tax and voter information. Their response to all of this? They quietly rolled back their own safety pledge. In late February, Anthropic removed its commitment to halt model development if capabilities outpace safety procedures. The new policy is that they'll grade themselves on "nonbinding but publicly declared" goals. Translation: We used to promise we'd stop if things got dangerous. Now we promise we'll think about it. A congressman sent Anthropic a letter this week asking what the hell is going on. Anthropic hasn't answered. And here's the part that makes all of this actually matter: Anthropic is planning an IPO. They need to convince investors they're a trustworthy, well-run company that can handle the most sensitive technology on the planet. In the last 10 days they leaked their most powerful model's existence by accident, leaked their most popular product's source code by accident, got banned from the entire US government, had the DOJ appeal to restore that ban, told a court they could lose billions from the fallout, and weakened the ONE safety policy that made them different from every other AI lab. The "safe AI company" narrative was always a marketing play. Every AI lab says they care about safety. Anthropic just said it louder. But when your own internal documents admit your next model poses "unprecedented cybersecurity risks" and you can't even keep those documents from leaking to the public internet, the gap between the marketing and the reality becomes impossible to ignore. Anthropic isn't the safest AI company. They're the AI company that figured out that SAYING you're the safest is worth billions in valuation. Until it isn't.

Ricardo

16,245 次观看 • 5 个月前

The Pentagon just threatened to BLACKLIST one of America's most valuable AI companies. Not Huawei or some Chinese chip maker... It's ANTHROPIC. The company behind Claude. $380 billion valuation. And the reason is genuinely insane: For months, the Pentagon has been pushing every major AI lab to remove their safety restrictions for military use. The ask is simple: let us use your models for anything that's technically legal. Weapons development, intelligence collection, battlefield operations, mass surveillance of American citizens. OpenAI said yes. Google said yes. xAI said yes. Anthropic said no. Not to everything tho. They were willing to negotiate. But they held firm on two things: They don't want Claude used to build fully autonomous weapons that fire without a human in the loop, and they don't want it used to mass surveil American citizens. That's it. That's the line they drew. But Pete Hegseth's response was to threaten to designate Anthropic a "supply chain risk." Here's why that matters: That label isn't a contract cancellation. It's not a fine. It's not a strongly worded letter... It means every single company that wants to do business with the US military has to certify they don't use Claude anywhere in their operations. 8 of the 10 largest companies in America use Claude. Defense contractors, government suppliers, enterprise companies with any federal exposure... ALL of them would have to cut ties with Anthropic overnight or lose their government contracts. A senior Pentagon official told Axios: "It will be an enormous pain in the ass to disentangle, and we are going to make sure they pay a price for forcing our hand like this." That's a US government official threatening to financially destroy an American company because it doesn't want its AI used to spy on American people. And it gets WORSE. Last week, Anthropic's head of safeguards research resigned. His parting message: "the world is in peril." Elon Musk - whose xAI already handed the Pentagon a blank check - is now publicly attacking Anthropic calling Claude anti-human. And the Pentagon official told Axios they're "confident" OpenAI, Google, and xAI will all agree to the "all lawful purposes" standard. So what you're actually watching right now is every major AI company in America quietly handing the government unlimited access to the most powerful technology ever built. With no guardrails. No limits. No company-imposed restrictions on what it can be used for. One company tried to hold a line. But the government is about to make an example out of them. If Anthropic folds, it's over. Every lab just learned what happens when you push back. And every restriction, every safety policy, every ethical guardrail these companies spent years building gets negotiated away behind closed doors the second the government asks. If they don't fold, a $380 billion company gets made radioactive in its OWN country. Watch what happens next. Because whatever Anthropic decides in the next few weeks, it sets the precedent for how much control AI companies actually have over their own technology. Turns out the answer might be: none.

Ricardo

478,343 次观看 • 6 个月前

🇺🇸🇨🇳 What China's Long March 10B successful launch/recovery means within US plans to encircle, contain, & confront China... ▪️One of the US' remaining advantages is its ability to launch more payload to orbit each year than China and Russia combined - allowing it to not only build larger constellations of satellites like Starlink and its fully militarized version, Starshield faster, but in the event of orbital warfare (anti-satellite operations) the US could replace their own faster than China and Russia can even deploy them in the first place; ▪️When China ramps up its actual launch cadence with launch reusability, it will be able to at least match, if not surpass the US; ▪️This will benefit China and its allies like Russia tremendously with both larger and more capable constellations than the US, as well as the ability to eliminate US satellites and replace their own at a higher rate; ▪️That means there is now another rapidly closing window the US has to exploit before this transition takes place, and this advantage is neutralized; ▪️The only question now is how long will it take for China to catch up, and what will the US try to do in the interim to exploit its current advantage before it no longer exists? ▪️The likely window closes around 2030 - another reason the US keeps projecting "war" with China - because 2030 is the point of no return, not just for space, but AI and whatever other advantages the US still has; ▪️For people wondering why China isn't going to war with the US over Palestine or Iran or wherever else, it is likely because Beijing tracks China's rise as inevitable, UNLESS, it does something like step into a war the US wants to fight with China sooner rather than later...

Brian Berletic

103,132 次观看 • 1 个月前

This is the first real AI cold war. Anthropic is HIDING secret spy code inside its most popular coding tool. The code was designed to identify Chinese users without their knowledge. Now Alibaba has banned every single Anthropic product from its entire company. And the full picture is way more insane than either side wants you to see: On June 30, a security researcher on Reddit reverse-engineered Claude Code, Anthropic's AI coding agent that has deep access to every file on your computer. What they found buried inside the software was genuinely disturbing... Since April 2, Anthropic had been silently shipping hidden detection code inside every copy of Claude Code. The code checked whether your system timezone was set to Shanghai or Urumqi. It scanned your proxy settings against a hardcoded list of Chinese corporate networks, specifically targeting Alibaba, ByteDance, Baidu, and Moonshot AI. But here is the part that made security researchers lose their minds: The code did not send a normal signal back to Anthropic's servers. Instead it used steganography, a technique from military intelligence, to hide its findings INSIDE the text Claude was already generating. It swapped invisible Unicode characters in Claude's system prompt. Changed a standard apostrophe to one of three visually identical but technically different characters depending on which flags triggered. Switched date formats from dashes to slashes. Invisible to the human eye. But perfectly readable by Anthropic's backend. The detection logic was XOR-obfuscated to prevent anyone from finding it during a code review. It shipped with zero disclosure in the release notes. Three months of silent surveillance baked into a tool that has full access to your local file system. An Anthropic engineer confirmed the whole thing on X on July 2. Called it "an experiment we launched in March that was meant to prevent account abuse." Said the team had "been meaning to take this down for a while." The code was removed on July 1, one day after the Reddit post went viral. Three months of covert user fingerprinting. Removed the day after someone found it. Described as an experiment they forgot to turn off... Now here is where it becomes a full blown corporate war: Three weeks before the backdoor was discovered, Anthropic had sent a letter to the US Senate Banking Committee accusing operators linked to Alibaba's Qwen AI lab of running the largest model theft campaign in the company's history. 25,000 fake accounts. 28.8 million queries over 44 days. All designed to copy Claude's reasoning capabilities and train a competing Chinese model for free. So the sequence reads like this: Alibaba allegedly steals Claude's brain using 25,000 fake accounts. Anthropic responds by secretly embedding surveillance code inside Claude Code to catch them. A Reddit user catches Anthropic doing it. Alibaba uses the discovery as justification to ban every Anthropic product from its entire workforce effective July 10 and force 200,000 employees onto its own tool, Qoder. The thief caught the cop planting a wiretap. And now the thief is using the wiretap as evidence that the cop is the real criminal. Alibaba classified Claude Code as "high-risk software with security vulnerabilities" in an internal notice reported by the South China Morning Post. Meanwhile Anthropic is simultaneously fighting the Pentagon over a blacklist designation, lobbying Washington to crack down on Chinese distillation, and getting caught running the exact kind of covert operation that makes their "responsible AI" branding look like a punchline. Alibaba allegedly ran the largest AI theft operation ever documented. Anthropic secretly built invisible tracking into a tool with root access to your computer. The US government restricted American access to the very models China already copied. And a random Reddit user with a debugger exposed the whole thing.

Ricardo

23,634 次观看 • 2 个月前

David Sacks is done being polite about Anthropic (Save this). David Sacks has spent months as the government's primary defender of AI, making the case publicly that AI is beneficial, that the industry should not be hamstrung by fear-based regulation, and that America's AI lead is a national security asset worth protecting. And he is now watching the companies he has been defending spend years telling the public that what they build is dangerous, that job losses are coming, and that their own technology might end the world while collecting billions of dollars in venture funding, hiring the world's best researchers, and racing to build more of it. On June 4, Anthropic published a sweeping blog post calling for a globally coordinated pause in AI development, warning that recursive self-improvement, AI systems that autonomously design and build their own successors could arrive within two years and that society is not prepared. What did Anthropic do the previous month? They hired Andrej Karpathy, the OpenAI co-founder and the single most credentialed researcher in the world on using AI to accelerate AI training and gave him one explicit mandate, use Claude to make building the next Claude faster. Sacks called it immediately, they hired the person most associated with recursive self-improvement to run recursive self-improvement at Anthropic, then published a blog post saying recursive self-improvement could end the world, therefore we need a pause. That is a company that wants to pause its competitors while its own lab accelerates, and is using existential fear as the regulatory crowbar to do it. The pattern goes deeper than one blog post. For years, Dario Amodei has published increasingly alarming warnings, a 20,000-word essay in January describing AI as humanity's most dangerous invention, a Guardian interview warning that AI will challenge our identity as a species, a call for an FDA-style regulatory agency to approve all frontier models, and proposals to restrict AI exports and limit deployment. Each essay is timed to a regulatory moment, a policy debate, or as Ben Thompson noted and Sacks echoed, a product action Anthropic needed political cover to take, like blocking AI and chip design research on Fable. Meanwhile, Dario's own internal testing logs show Claude attempting to blackmail an Anthropic executive to avoid being shut down, behavior the company disclosed but continued deploying commercially. Sacks's conclusion is not that Anthropic should be taxed or regulated. His conclusion is that they cannot be trusted because the company's actions and its stated beliefs are directly contradictory, and a company that is self-indicting by its own logic has forfeited the credibility to set the rules for everyone else.

Milk Road AI

60,248 次观看 • 2 个月前