MungerWunger

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. https://t.co/bwn0sximKZ

https://www.reuters.com/technology/openai-considers-drastic-price-cuts-anticipating-war-users-with-anthropic-wsj-2026-06-11/ OpenAI considers drastic price cuts, anticipating war for users with Anthropic, WSJ reports

https://finance.yahoo.com/markets/stocks/articles/anthropic-resists-sharing-financial-lenders-184859548.html "Speaking of that Anthropic debt deal, the company has resisted sharing financial information with lenders considering buying pieces of the debt, people familiar with the matter said. Some of the lenders being pitched to buy a slice of the $4.6 billion notes that don't have a backstop from Broadcom — meaning they are pure exposure to Anthropic — say they haven't received a detailed look at the AI company's numbers, causing some to pass on the deal, the people said. Such disclosures are standard in lending deals." #s look so good they're not sharing it

https://www.bbc.com/news/articles/ckg701v1dp6o Version of AI tool 'too powerful for public' released to public ^ hilarious title, did the world end yet?

We're saved! https://www.theverge.com/tech/946879/microsoft-mustafa-suleyman-ai-white-collar-jobs

Probably in the low 30x if you back out their investment gains

Thanks!

hows the buying opportunity now vs. 2 years ago when Muddywaters released their short report?

Is this the first time where new model release didnt tank software? They're also releasing mythos in the next few weeks and that didn't cause a massive sell off lol

CSU barely pumped. SAD! JK, hoping it goes to $ 1500 per share so I can full port it

https://www.reuters.com/business/anthropic-roll-out-claude-mythos-coming-weeks-launches-opus-48-2026-05-28/ few months ago: MYTHOS IS TOO DANGEROUS TO RELEASE now: Anthropic to roll out Claude Mythos in coming weeks, launches Opus 4.8 If mythos were truly a big leap in capabilities, you'd think anthropic would keep it in-house to build much faster than their competitors

https://www.businessinsider.com/uber-coo-andrew-macdonald-ai-token-spending-harder-justify-2026-5 "In a Rapid Response interview released on Saturday, Uber's operations chief, Andrew Macdonald, said it was becoming harder to justify AI costs within the company." "That link is not there yet, right?" he said. "I think maybe implicitly there is more that is getting shipped, but it's very hard to draw a line between one of those stats and, 'Okay, now we're actually producing 25% more useful consumer features.'"

Someone made a Chinese love movie starring the Anthropic CEO using a Chinese AI model. Incredible ...

Wow, first SpaceX and now OpenAI! OpenAI Prepares to File to Go Public in Coming Weeks https://www.nytimes.com/2026/05/20/technology/openai-ipo.html

They liquidated a bunch of their holdings presumably Todd's book. DPZ, HEI.A, V, MA etc.