now that the dust is settling on @matanSF vs @ScottWu46 , let's do a little post-mortem the issue is that most people don't understand Cog's business model

Announcing Gemini 4 Argon, our new frontier model. Argon is built to sustain deep reasoning across complex, long-horizon workflows and delivers frontier performance in complex workflows across real-world software engineering, enterprise knowledge work like legal and finance, and cybersecurity defense. We’re also expanding the model’s output token limit to an industry-leading 1M tokens. Argon is currently rolling out to a set of trusted cyber defenders in the Fairwind Program, with broader availability as soon as possible.

today in MCP land ... thing are better compared to a year ago, but also worse.

We are terminating Chris Degnan for unethical conduct involving Cognition. The last few months have seen incredible progress in AI capabilities. San Francisco has flourished as new companies that solve new, more ambitious problems are finding great success. Generally, it is a wonderful time to be building. We at @FactoryAI have seen overwhelming interest in our model-agnostic coding agents and our software factory product. Our team has 10x’d in size, while our revenue has 100x’d year over year. This momentum has been unprecedented. A much larger competitor, Cognition (makers of Devin) has fallen behind us on the capabilities that matter most to customers: cost, quality, and security. Instead of competing in the market, Cognition engineers feigned interviews with us to pry information about our product. Not finding what they were looking for, Cognition has decided to throw their weight and money at people with direct knowledge of our most confidential plans. It feels as though ethics is being thrown out of the window in the AI era. People are willing to do anything, including exploiting privileged information and violating ethical boundaries. I think this is unique to our time, and I don’t think it’s right. Integrity still matters. Yesterday, I made the decision to immediately terminate Christopher Degnan’s roles as a Board Observer and Advisor to Factory, after over a year of service. Prior to this decision, Chris told me he had a casual conversation with an executive at Cognition AI. When I questioned his intentions, he reassured me that ethics aside, he had “made too much money” and was “too lazy to go work for Cognition,” which I trusted and believed. On Monday, Chris spent time advising the Factory team on a handful of confidential board-level matters. That evening, he called me to say that the conversation that was initially described as casual and one-off was actually formal and recurring. For weeks, while he sat in our board meetings and advised our leadership team, he was also confiding with executives of our largest competitor. Chris was subject to confidentiality obligations in connection with his work with Factory. We do not know the extent of the information he shared, but it puts his timely questions about our product roadmap and what the parity gap involves into a new light. It is sad to sever a relationship with someone who has been a trusted advisor - and even a close friend - for over a year. But Chris’s conduct is unacceptable to me. Trust in Board Membership is one of the sacred bonds in the Silicon Valley, one that helps the startup ecosystem thrive. With it comes an enormous responsibility. That trust was violated. Competition is good. I respect and in many cases admire our competitors. San Francisco is a beautiful, singular place where the bold and ambitious go to defy the norms and precedents of the past. But certain principles that must remain. Violating ethics to seek advantage turns what should be positive-sum into zero-sum. We all love technology. And we all love to compete. But we must hold ourselves to a higher standard. The future of software engineering comes with abundance that will impact every person on Earth. Building that future comes with immense responsibility. We must build and compete with integrity.

If you remember this, your back probably hurts.

One of the best bubble indicators from @pmarca -- where Harvard and Stanford MBAs go after graduation. If they go into tech → market’s overblown. If they go back to banking → great time to invest in startups. Social status of MBAs is a good bubble indicator. Cool trivia!

Grok Bot has just officially launched in @Tesla vehicles. I got early access a couple weeks ago. You can order stuff on online (such as Amazon), manage your email, calendar, finances, or other tasks through Grok @Bot using just your voice in your Tesla. There is no separate app, everything just lives within the existing Grok Voice interface in your Tesla (as shown in my Model Y below). One good use case for Grok Bot in your Tesla: You get in, tell Grok Bot to order coffee at a location of your choice, and while your Tesla drives you to the coffee shop using FSD (Supervised), Grok places the order so it’s ready when you arrive. Grok Bot in Tesla vehicles is currently only available to SuperGrok Heavy users, but will expand to more owners later. Connectors are available to all users.

state of the art motherfuckers

New experiment: json-render + jev The future Generative UI is instant Your components, your actions, your design system Rendered in milliseconds

After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev • 20-200x faster • 40-400x cheaper (w/ output tokens free) • Frontier composable intelligence optimized for decisions AFAICT the shortest path to AI-based economic revolution

I must be among an extremely small group of people (n=1?) that have both 1) trained a frontier LLM and 2) designed and synthesized custom viruses in a lab with my own two hands. And I think that the takes on AI killing us all by creating dangerous viruses is total bogus.

Today we're launching the Agents API, a brand new way to build Agents in the cloud, backed by the Codex harness. Bring along all your favorite tools and connectors, connect it to any sandbox, and let Astra cook. Can't wait to see what you whip up 👨‍🍳 openai.com/index/introducing…

We're publishing our most detailed threat intelligence report to date. It covers how people tried to misuse Claude—for cyberattacks, influence operations, surveillance, biology, and building weapons—and how we found and stopped them. We disrupted every operation in the report, and used the lessons from them to strengthen our safeguards. Where appropriate, we also shared what we found with authorities and other AI companies. These cases are not typical: we’re highlighting some of the most sophisticated misuse we’ve seen. But they’re especially important to discuss, because they show us where AI misuse is headed, where our safeguards work, and where they need to improve. We’re publishing this report so others can spot the same activity on their own platforms, and so we can give the public a clearer view of how emerging threats develop. Read the report: anthropic.com/threat-intelli…

Another brutal M&A. Miro, founded in 2011 and valued at $17.5B 4yrs ago, is getting acquired by Bending Spoons, founded 2013, at ~2.3x ARR. After Airtable, another unfortunate victim of the SaaS bust at ~10x down from peak. It raised $476M only to be sold for $1.355B EV ($1.79B equity value), clearing its preference stack. Any employees who joined 2021 onwards are likely underwater on their options in the company.

This post looks like the start of a VERY sophisticated and well-funded PR operation to get support for Democrats to regulate AI into oblivion. Let me show you how it works: 1.) This guy, with minimal followers and no previous account activity, goes to the Wall Street Journal which publishes an exclusive with quotes from him on his resignation 18 minutes BEFORE this post goes up. Planning was clearly done in advance. 2.) Within hours, it has tens of thousands of reposts and the account has 100k+ followers. The post is punchy, quotable, it almost seems professionally written. The first three accounts to quote tweet it all do so within 15 minutes of the initial posting. Remember, this account had basically zero engagement beforehand, so an organic reach explanation seems unlikely. According to Grok those accounts are @_NathanCalvin (General Counsel at Encode AI), @peterwildeford (Head of Policy at the AI Policy Network), and @DKokotajlo (Head of the AI Futures Project), all of which are up-and-coming AI-Doomer policy advocacy nonprofits. The AI Futures Project website says it is funded “primarily” by the Survival and Flourishing Fund, which says on its own website that it has advised Jaan Tallinn, Skype creator and one of the leading investors in Anthropic, to grant over $2.5 million to the AI Futures Project since 2024. Encode AI says on its website that it is ALSO funded by the Survival and Flourishing Fund, which in turn says that it told Anthropic investor Jaan Tallinn to grant $516,000 to Encode AI in 2025. And wouldn’t you know it, the Survival and Flourishing Fund ALSO says it told Jaan Tallinn to grant $2 million to the AI Policy Institute, the 501(c)(3) affiliate of the AI Policy Network, as well. What are the odds that the first three quote tweets of Coxon’s post would all be major AI-restriction policy advocates funded generously by the same donor, who also happens to be one of the leading investors in, and a board member of, Anthropic, the company Coxon was resigning from? And all within 15 minutes of posting (two within ten)? 3.) Jacob Coxon doesn’t have much of a resume, but we do know that, in 2022, he got a $20,159 scholarship for the “long term future scholarship program” from the Good Ventures Foundation, one of the philanthropic vehicles of Dustin Moskovitz, a notorious AI-doomer who has spent tens if not hundreds of millions on policy advocacy to strictly regulate AI, while also being an Anthropic Investor himself. It also just so happens that the 14th person to quote Coxon’s post was @MaxNadeau_ (27 minutes after posting) who is the program officer for the Technical AI Safety team at Coefficient Giving, another of Moskovitz’s philanthropic spending vehicles. Max is not a frequent poster, his last posts before quoting Coxon were before Labor Day, but he was remarkably quick off the mark for this one. 4.) Basically every major Democrat politician and candidate has suddenly glommed on to this post, and conveniently, as the people cry out foe answers, Bernie Sanders already has a bill written to “ban super intelligence” and regulate AI into oblivion, and will be releasing later this week. The bill, among many other things, will create “a new cabinet-level federal agency to safeguard the public from the dangers of artificial intelligence” that will be “advised by an Artificial Intelligence Advisory Board comprised of experts on artificial intelligence.” Do you think, perhaps, Anthropic and its many investors who fund AI policy advocacy might have interest in getting to place a pet “expert” on the board of an entity that dictates what AI is and isn’t allowed to do? And isn’t it fortuitous that this whistleblower came forward with his oh-so scary stories so close in proximity to the release of the most radical piece of AI legislation ever introduced?

Jacob is correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to.

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

Today marks a major step for Mistral: we’re announcing a €3B Series D, the largest equity round ever raised by a European tech company, just three years after launch.

GPT 6 Astra is INSANE. It built the backrooms in blender and then added VHS effects etc. Took 30 minutes to make it and another 20 to export. This isn't AI generated video it's all in blender. It did the sound effects too. aprox 5 prompts.