The bottleneck is compute and data, not the model. That's why they could only gate it for a bit. The ITAR thing proves it: no nationality controls in place, so the only option was killing the whole thing. Not exactly what an all-powerful gatekeeper does.
This has been covered before: https://aisle.com/blog/ai-cybersecurity-after-mythos-the-jag... (https://news.ycombinator.com/item?id=47732020)
> Anthropic’s cautious roll-out was justified. The problem with publicly releasing models, however, is that guardrails can be jailbroken, and apparently that is exactly what happened shortly after the release
The future is unevenly distributed. Anthropic, and Amodie in particular, seem to be of the mind they can control a bit of the unknown using words. They are likely being guided by the very product they built. *AI CAN MAKE MISTAKES
That Project Glasswing bullshit reeks of it. Corporations have take control of our attention, our Internet, and now our thinking.
I say it's high time to take it back.
As I understand it, ITAR regulations for export controls have just been applied to any form of Mythos. These are overseen by U.S. Departments of State and Commerce, and forbid foreign nationals from access to any form of Mythos, either within or outside the U.S.
Only U.S. citizens and immigrants that are holders of a "green card" may now access Mythos.
It appears that Anthropic does not have internal controls to implement these restrictions in any form, so the only option was to shut Mythos down.
Penalties for ITAR violation can reach ten years in prison and a million dollars per violation. (I can post a link to those details if there is any interest.)
As long as Anthropic is a U.S. company, there is no escaping this.
https://fortune.com/2026/06/14/how-a-warning-from-amazon-led...
That might be one of the most important points in the post. Very troubling.
“Claude, I want to blow up a factory running this leaked software. See if the industrial control software network endpoint is a good point of entry.”
It’s doing the same work and producing the same output for both prompts. How do you block one but not the other?
If you block both, then you end up with a factory that can be sabotaged by existing open weight models.
Ant’s models, culture and leadership actions are largely consistent with their beliefs, even if they may seem flawed / incomprehensible.
Relevant anecdote: I interviewed with them for a MTS role in 2023. I think the technical part went fine but the interviewer was clearly frustrated by my low regard for LLM safety. I didn’t get the role.
I don't find this blisteringly clear at all. A company making it harder for competitors to steal their IP is perfectly normal. This is Ben Thompson's personal grudge against Anthropic showing, yet again. He can't think rationally about this company.
That's a different problem that what you're arguing against.
People like Yud at least have a clear consistency in their advocacy that we shouldn't be developing this at all. Anyone who thinks they can reconcile Anthropic's work with the AI safety mission is in total fantasyland, if it's not just a public persona they've adopted strategically.
But is that last part actually true though? Sure, there might be 600B+ models available for download and local inference if you have the hardware, but does the users who use Anthropic switch over to those even if they're available even as hosted models? Seems like some do, most don't, Anthropic and Claude remains very popular among the people who use LLMs, there is no denying that.
Try running the latest OS models on a normal Mac or PC. Claude Fable and Mythos are systems not just pure models.
And of course marketing. Don't believe the hype.
I think Claude is often times underwhelming. Security concerns are also a concern companies have a blond spot for. The really toughest pro security (Yes, pro! Totally different framing!) company I know is Google after all.
What I can companies advise to do is, really having more than just bug bounties but a professional hacker team that does nothing else but attacking them the whole day and night 24/7. This needs to be coordinated with the government otherwise you might sound an alarm and will be SWATed for doing good. And I would pay them huge sums since the risk and fallout warrant such a treatment, not the standard wage.
Hackers are the real deal, not AI. Proof: Hackers using AI.
Not for now, but how long before we have KYC regulations concerning LLMs?
Do they have it or do they just sell it?
I always thought safety was interesting in and of itself, but for some reason HN doesn’t have many people from the safety side of tech in conversation.
Tech isn’t a niche hobby anymore; Billions of people are impacted by the decisions of a few firms.
My grandfathers android had 3 different messaging apps installed, somehow. AI is enabling new forms of fraud at a time when we still haven't solved the old ones.
And this is all in the first world, move your coordinates to the developing world? We had human trafficking to get educated English speakers into call centers in Laos/Cambodia to defraud first world inhabitants of their money.
We aren’t in the early days of tech anymore, and the kind of scale that we have enabled comes with it a certain cost. We can choose to ignore them, or to understand them, but we will feel their impacts all the same.
It can be done through the magic of SSD offload. The worst case involves seconds-per-token speeds, but that's OK if you only care about low volumes of slow unattended inference, which maximizes utilization for the hardware.
(The real worst case, where you're streaming the whole model from the cheapest storage you could feasibly think of, involves multiple minutes per token for a single inference, or even hours per token batch if you're doing many inferences in bulk. That's a lot less helpful, so there's a space for smaller models at the edge, even for unattended workloads.)
AFAICT … despite saying you “disagree”, you appear to be agreeing with the parent comment that the model is less important and compute (all that complex infra) and data (also complex infra) are more important.
> I disagree. It is not the model alone. It needs a system which capitalizes on it. And this is very complex. Hardware, software, architecture - it takes a lot to get it right.
What do you disagree with exactly?
Reminds me of the RISC-V Foundation → RISC-V International move to Switzerland. Around the time some dumbass Republicans tried to impose export restrictions on a set of open, world-wide used specifications.
Pandora's box has been opened, and there's no closing it. Capable AI models will be everywhere.
If you are to believe Anthropic, Fable was export controlled for bug finding, not for exploit construction. They seem to be working to make this the "bright line" for LLMs being a national security risk. My guess is that will be the case they take to Washington this week.
The factory does decent software engineering - for which it can also use the same llm - so that when an attacker does either, a sota llm does not find bugs to exploit.
Not affiliated with the bench in any way, but I think it surfaces important differences between the behavior of the models from different labs.
TLDR: The benchmark is measuring pushback in response to nonsensical requests and questions, as opposed to going with it and hallucinating a nonsensical answer.
[0]: https://petergpt.github.io/bullshit-benchmark/viewer/index.v...
I really dislike this belief (that has at least been expressed here) by some that X is okay because they-really-believe-it. This has a real Road to Hell stank on it.
It is incredibly convenient when your predictions or supposed beliefs go south. Well, we really believed that we were doing it for the betterment of human kind. And we really believed that X was an existential threat that was inevitable in which case we had to step up and do it because we we the only good guy ideologues. So sorry but not sorry.
I also don’t care if commenters know rank-and-file on the inside that “really believe it” as well. Not for one second.
Anthropic believes they have the responsibility to guard their tools from mis-use. That is all. They are not trying to "control" anything or anyone. They do however decide what they think is mis-use.
This only just shows how strong Mythos/Fable will be, once released to the public.
I'm guessing about 0.5 year till public.
I'm currently spending $200 for Claude. That's around my maximum that I can afford. I could stretch that to $500 I guess. But I saw reports of people spending tens of thousands of dollars with Claude API. That's certainly outside of my budget.
So if/when Anthropic decides to stop subsidizing subscription (if they ever do that thing, I still not sure about that), I'll certainly look at the other options. And available "open weights" LLMs hosted by someone will be my first pick. Right now Claude 4.8 feels very advanced, but things move very fast...
Only because someone else is paying the bills. I use Claude Opus at work because my employer pays for the tokens and encourages me to do it.
At home, I use DeepSeek Flash. It's not as good, but it's maybe 0.7 quality for 0.001 cost.
Is not
We sent open weight models against a codebase to find vulnerabilities.
Textbook retaliation for not letting them use an abliterated version of Claude in weapons systems.
This effectively renders any US closed model useless for any foreign company. Could happen to OpenAI, Google, etc. Too much of a risk to implement something that can be yanked out because the company didn’t behave the way they want.
Looks like it’s time for Kimi, Z, Deepseek to take the front row. They’ll catch up in a few months anyway. Kimi code 2.6 is crazy good
It's questionable whether the current government can even unite the talent required for this project. Seizing it might just push all the talent to Europe or China.
The idea of open-sourcing something that falls into the "national security" category is clearly a non-starter unless there's more powerful, classified models that can outmatch them.
I think Anthropic has clearly demonstrated the most responsibility here: they've been crying for regulations, they were careful about Project Glasswing, and they've got comically over-sensitive filters around numerous topics.
1) It’s safe to assume the US would do its best to prevent it, and even if Anthropic was successful in exfiltrating their data, code, models, and people, I’d imagine the US would immediately block all US companies from working with them. So they’d be blocked from their own US-based compute, plus Google, Amazon, Microsoft, xAI, Meta, etc.
2) Where would they go? China maybe, but as far as we can tell it doesn’t have sufficient compute for Anthropic’s level of need. The EU likely as or more restrictive in different ways to the US - the EU is hardly buzzing with AI innovation. Some Middle Eastern countries might have the money, energy, and interest in carving out such a position, but no compute. Plus I’d imagine the US would act directly against any country or region receiving them, economic or otherwise.
3) Then, as said elsewhere, the US would block GPU sales to wherever they found a safe haven, preventing the buildup of the compute they’d need to continue.
This too, will end up being a good thing for them. The ban will end up getting lifted due to some "amazing deal" in the coming weeks and Anthropic will now have the "Trump tried to ban them, so they MUST have the most advanced AI model in the world!" stamp of approval just before IPO.
All this stuff is pro wrestling kayfabe.
In that sense: The AISLE replication still provides too much information to the model, but its not far off, and others have replicated Mythos' findings in a more clandestine manner on open source models. Some were totally capable of finding the same vulns Mythos found back in ~March (and today, the new Kimi K2.7 is looking extremely good, very little doubt it could do it).
The critical difference is that post-processing: the Mythos model/harness has some step to induce Mythos to actually exploit the vulnerability, leveraging its ability to do so as a ranking mechanism. Anthropic inferred that this led Mythos to discover vulnerabilities nothing else could discover, which is not true, and Anthropic should be held accountable for this weird artifact of that communication. However:
- An OSS model might find the vulnerability but rank it as a 3/10. Mythos finds it, chains it with a second vulnerability, now suddenly its an 8/10.
- An OSS model might find the vulnerability, alongside fifty other vulnerabilities. The operator ignores all of them.
The problem with automated vulnerability detection, including with LLMs, is that they find the haystack, not the needle. Every piece of hay might be a vulnerability, but whether its worthy of fixing is another matter. Mythos does represent a meaningful improvement; it better finds the needle.
"When you further combine this realization with the company’s pronouncements about AI’s ability to conduct all economic activity, you realize that Anthropic’s leadership effectively wants to have power over everything and everyone."
This is fearful stuff on all sides, and none of the people involved might realistically be able to navigate the danger.
The signal is clear enough though for the next Anthropic..
Europe has extradition treaties, so the U.S. can force anyone in Europe back to the U.S. for criminal indictment who demonstrates inappropriate possession of this technology.
if they had more success on alignment and safety research then I don't think the cludgy filters would be necessary
Depends what you mean. The academic work seems largely... fine? Plenty of good work came out of Europe or European researchers. It seems the problem is more "trying to build a trillion-dollar company of any kind".
It's an interesting question: does the EU seek only to regulate successful modern American companies to death, or home grown ones too? Probably not a gamble worth taking.
The EU options are not even close to what CF can do
> Anthropic models have consistently been top-scoring in BullshitBench[0]
eyeroll I find that Anthropic models feel big and dumber.
https://www.endorlabs.com/research/ai-code-security-benchmar... puts Fable 5th, which seems about right to me.
I'm interested in code utility and correctness, even if the majority of AI use is not focused on that.
So... what, you just don't trust anyone good? Would it be better to pull in a health insurance CEO? They're happy to watch people die for profits, no concerns at all about them pulling a "greater good" card because they're in it for entirely selfish reasons.
I think assuming you have the ability to guard a tool (that you're "selling" for profit) from mis-use is the definition of "controlling behavior".
It's the kind of ethically myopic take that can only really exist in this new digital age - where tools aren't actually sold, they're just digitally rented.
The most telling part of the "control" narrative is that they happily classify "competition" as mis-use. We're headed back to serfdom on a speedrun.
Or, maybe I'm wrong, but my understanding is: MoE is just an architecture to keep the activated weights smaller per token. The experts get routed basically token-by-token, and the "experts" themselves don't have a semantic domain so the "expert" word was maybe a poor choice.
GPT refused to do so (citing that it's illegal even though I own the games). Deepseek did a wonderful job for 7 cents.
At work I use Opus because, why not? But I could easily switch to a less capable model if needed.
BTW, I also use DeepSeek v4 Flash very frequently: fast and so cheap it is almost free.
The amount of tokens required to properly distill a frontier model is so large that by the time you could consume the # of tokens you would either be banned for extremely obvious abuse or a new model would be released, rendering your efforts less and less valuable over time. Intelligence is not a linear thing. Being behind just a little bit can have exponential consequences.
Isn't "distillation" of another provider's model exactly how these models got training date in the first place: Massive amounts of the written word + Prompt -> Answer. Why wouldn't distillation produce similar "reasoning" in the new model? It's just inputs and outputs.
You talk to a smart, heavy model to build a plan composed of smaller steps. Then you have the heavy model spin up smaller, cheaper LLMs to actually implement the tasks.
The heavy model is basically read-only in that mode. It can read files, execute tests, etc, but it can’t write code. It just tracks what needs to be done, offloads the work to dumber LLMs, validates the task is done, and moves on to the next step.
It sort of pushes humans up the stack. Instead of having a human sitting there prompting the LLM to start the next task, you have another LLM do that loop.
It’s been on my list to try out.
"The sparsely-gated MoE layer,[21] published by researchers from Google Brain, uses feedforward networks as experts, and linear-softmax gating. Similar to the previously proposed hard MoE, they achieve sparsity by a weighted sum of only the top-k experts, instead of the weighted sum of all of them."
"Top-k experts," in case of some DeepSeek's models k=1.
https://openrouter.ai/blog/announcements/fusion-beats-fronti...
In the. US at least it is actually illegal to download ISOs/roms of games, even if you own a physical copy. It's a stupid law and as a downloader (as opposed to the people hosting the files) your chances of getting into any kind of actual legal trouble are effectively 0, but it is still against the law.
The best answer would be to pull session stats from your harness and compare that against the limits. I think Anthropic publishes the limits of each plan.
If you’re using a pretty stock harness and not doing crazy multi-agent stuff with it, you’re probably fine.
My girlfriend built a whole (but simple) React app with it and only hit the limits of the $20 plan once. In fairness, she was trying to get it to clean up a bunch of 800ish line React files at once with a vague “make it look nice” prompt that she ran a few times. I think it was just churning for like half an hour straight before she burned all her credits.
It’s probably enough if you’re not on a fully agentic development strategy, it’s plenty to have it write tests and do comments and stuff, just not enough to continually have it doing giant refactoring passes.
Cursor's $20 a month plan provides a reasonable amount of Opus tokens as well.
Model capability is a function of model size. Raising the bar raises model performance in every domain.
An "idiot savant" model that's overtrained for a specific domain would beat a generalist model of the same size. But scale the generalist up enough, and it'll trounce the specialist. Removing poetry data from a model training mix doesn't give you much - it might even cost you some performance - and "idiot savant" approach of overtraining for a domain has a hard ceiling.
So far, it seems like there's some equivalent of "g factor" in LLMs - a broad "intelligence" value that performance across many diverse domains correlates with. And, as a rule, larger models have more of it.
That seems to be the argument of Dario, Sam et. al., but I'm not ready to believe it. Time will tell, but this can be a marathon and Anthropic and OpenAI is in getting ready to sprint the last lap of the first mile.
The intuition is that distillation exploits not only the "right" answer but the relationship between answers (what's the second most right answer? the third? etc).
IOW I don't think he thinks in the same categories as most folks here.
But I also think they exist in a sort of un-designed corporate narcissism, which is a common trait in bubble economies — I am not judging them particularly severely.
Netscape under Clark and Andreessen and Sun under McNealy both fell into corporate narcissism: the belief that only they really mattered, that they were chosen, and that the world needed to rearrange itself to just let them shine. They arguably let themselves get played by Oracle (a corporate psychopath) and others as a result.
OpenAI's position is profoundly corporate-narcissistic: all we need is all the money in the economy and not to have to do anything upsetting like think about turning a profit for the next four years. Like rich kids. It would be nice if you believed we were so important that we should get an enormous stipend for just being us.
Anthropic's position is: we think we're so unique and ominous that government needs to make us both essential and terrifying. We have to exist otherwise worse people will.
Both narcissistic positions.
This was the primary reason for not releasing it. The difference in the two primary camps around this topic are that the doubter group thinks that Anthropic, and all of their partners, are essentially lying about this (since no one outside Anthropic and select partners has the access to replicate), whereas the other side believes that Anthropic and partners are probably mostly telling the truth without too much exaggeration.
Neither camp has evidence other than unconfirmable reports and/or arguments about economic incentives. I personally think that Anthropic has, in the past, mostly not lied about things like this and has by far been the most transparent and open AI company. That could change, and they could be lying now, but I think that the camp that is certain that they are is far, far too confident in their belief.
The numbers lined up if those companies created something resembling AGI, the USA companies captured a large share of the world, and there was lack of competition so those companies could capture a large share of the value.
None of those items were ever going go happen.
You can read it all over HN. It's about weakening American influence and building Eurocentric economies and influence. And exercising the same level of choice that Americans prefer as well. Americans also want to escape Google, Microsoft and Apple and more. They've all been caught investing too heavily in government influence and thought control (aka marketing).
And on the other side of that, an American company that deprives the US of AI for defense, is defacto weakening American defense because competition militaries will gain a technological edge by simply taking control of AI companies in their country which the US hasn't done (yet).
There are very valid arguments on both sides, I think.
the next model with a gap to mythos as mythos is to opus will be controlled technology from the get-go. the one after it may be top secret.
By that logic, anybody who values safety has a god complex? It’s absurd…
Can you demonstrate beyond any reasonable doubt that the model weights have been transferred? No. Will the EU judges move to extradite said individuals (and many are EU citizens)? Also no, especially in the face of spurious accusations. And even if they were open to, you can stonewall everything and you will probably outlast any US administration pursuing that.
Modern society is built on the idea that competition is required from companies, and we seem to be exiting that age into a new world of monolithic, monopolistic, mega-corps. Personally, I find that a real route to dystopia.
Where do you draw the line here?
What happens when your car stops working because you're driving a tesla, but you're working on EVs for Honda or Ford?
What happens when your macbook stops working, because you decided to commit to changes to ARM software, or RISC-V?
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And before you dismiss those, this is literally what Anthropic is doing TODAY. Using their tools to develop competing tools is something they classify as mis-use, and shut you down for doing.
Personally, I just can't accept that as a valid moral stance. Wonderfully successful, abusive, and dystopian? Absolutely. Moral? FUCK NO.
When tools turn themselves off because the manufacturer has decided it doesn't like how you're using them... you're a slave with no autonomy.
> So... what, you just don't trust anyone good?
The baseline here is apparently that they are good, I’m just supposed to trust and shut up?
Installing safeguards to prevent a tool from being used for certain things is a perfectly natural and common thing to do when you are providing the tool as a service. For example, blocking VPNs and open proxies from accessing a free service if those are a major source of spam and abuse. Note that Anthropic never provided the model for offline use in a form that includes DRM -- they are simply safeguarding the service that provides access to the hosted model. The only ethical concern I see here is that some of their safeguards are ones I wouldn't personally agree with, and in a world where dependence on a model is expected it can become an issue if the model refuses to perform in some cases, etc., but that doesn't automatically mean the refusal itself is unethical unless that issue was known and expected (and unless the alternative is not bigger, worse bads)
Also note you are not even "digitally renting" anything. This is the exact same type of thing as, say, real humans in real life refusing to perform services for certain clients or under certain circumstances. Networking makes it possible to decouple some of these things, but that doesn't magically make it renting or automatically turn a refusal to perform services into an attempt to control clients. Just the same as I can choose to refuse any request, which does not automatically constitute attempted control over the asker. There can be ethical concerns about whether my refusal causes problems that I'm obligated to avoid (and whether or not such obligation exists), but that doesn't automatically contaminate the refusal itself unless I have knowledge of and intend the bad.
To use a much more relevant example, Anthropic's refusal to allow its models to be used for war (among other things) does not constitute any attempt to prevent war. It's only a refusal to assist in it. That's not some unfair, unethical attempt at controlling the government, that's just Anthropic not wanting to be responsible for assisting in war.
whats the basis for this thought
The parallelism is where this starts to fall apart on a local PC. Like I can run some Qwen quants, but I can’t run a decent Qwen model while also running another model smart enough to actually implement it. I’d have to do them in series, and given how long Fable seems to take even with parallelism, I’d probably be waiting days for an answer.
That's not the problem.
The US government can export ban GPUs like they do now to more countries if needed. Even if the infrastructure exists, the GPUs won't.
Like, there's a very critical point where you are asking to use their servers to directly compete with them.
This has been normal for somewhere between "decades" and "the entire history of commerce"
If Fable is "delegating" tasks, then there's actually an agent front end of whatever you think the API is.
We have a local instance of Qwen-3.6 which is more than adequate for running agents. You can mix and match local and cloud-hosted models. (My biggest use case for local models right now is vision models because they're quite small and I can avoid some data-locality issues my customers wouldn't be comfortable with if I sen them to a Chinese model.)
Deepseek Flash is almost certainly wrong more often than Opus or Fable. It also costs like 5% as much.
The question becomes if I run Deepseek in a loop to fix the mistakes it made that Opus/Fable didn’t, can it fix its own bugs in few enough tokens that it’s still cheaper?
So far, the answer seems to be “yes, by a significant margin”. A lot of tasks are simple enough that both Deepseek and Opus or Sonnet can one-shot it, which is a huge cost win for Deepseek. Even on the long tail, it’s usually like 4x the tokens on Deepseek which is still way cheaper than Opus.
There are things that Opus can do that Deepseek just won’t ever really nail, but it happens so infrequently that I just don’t worry. Like most people, most of what I do is the same sort of “3 tier app with a React frontend” that doesn’t take a rocket scientist to work out.
> Model capability is a function of model size
Model effectiveness has improved across model sizes. You really should try the latest flash variants more. They have become my default for most tasks except for gnarly high-level planning.
Hacker News has been telling me America beats China at "innovation" because of the "freedoms" - especially frew enterprise. I wonder how a nationalized frontier lab would perform.... Andhow the non-citizen researchers would feel about working for the US government that doesn't trust them to use frontier models.
it has to be, because the other way around - the government taking over parts or the whole thing - is inevitable if the trend holds.
"What this degradation represented was both the capability and willingness of Anthropic to silently alter its models to achieve its policy preferences. In other words, Anthropic willfully validated some of its critics’ worst fears in terms of being a supply chain risk."
Or even just propose an alternative: who has a better track record, here? Who DO you trust?
A 2026 4B beats 2024 4B, but both are far behind the contemporary frontier. Which makes them bad. There is no such thing as "too much capability" - a "good" model is whatever the current frontier is.
In 2024, a "good" model is one that can be trusted to write a 800 line script. In 2026, it's a model that can be trusted to do gnarly high-level planning and execution both. In 2028, it's going to be something like a model you can point at an extremely involved task, abandon, and have it report back with a "done" in 3 weeks.
Anthropic has been surprisingly successful at convincing them that they should control frontier models because they're so dangerous that... only Anthropic can be trusted with them.
(If they're really so dangerous, the right way to deal with them is through a democratic process and taking them out of the hands of a for-profit private entity.)
But as you say, there is a measure of getting high on one's own supply now.
And there's the curious solipsistic energy of Sam Altman whimsically musing in public that it turns out his product is too expensive for people and they complain when you make the price realistic (when it possibly needs to be more expensive for OpenAI to survive).
They seem to believe that the ordinary rules either will not or somehow must not apply to them; it's increasingly bizarre to watch.
Maybe the people around pets.com were this bizarre; we didn't have so much livestreamed interview content to show us.
ai-celebrities are just clinging to relevance like all the other celebrities out there
What happens when your car stops working because you're driving a tesla, but you're working on EVs for Honda or Ford?
What happens when your macbook stops working, because you decided to commit to changes to ARM software, or RISC-V?
Tools should be neutral. The idea that a tool can only be wielded in a manner that its manufacturer approves of is... scary.
That's a real quick hop and a jump to a really, really ugly spot, societally speaking.
And sure - technically Anthropic is selling a service, but even that idea makes me quietly upset. The only reason they don't sell a product as a tool itself is that they have more control over the model as a service, and expect to be able to extract even more profit from their customers with this route.
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My real hope is that open models FUCKING CRUSH them. Because almost nothing is scarier than a self-righteous, moral zealot.
Again, for Claude, (2) it’s rumored that their API rates have around a 90% profit margin. It’s also claimed that the subscription limits get you around 10x tokens per monthly dollar vs buying them with API rates.
Edit: to drive it home. If a tokens true cost to anthropic is 1/10 of what they sell it for at API rates, and a subscription gets you tokens at 1/10 the price, that’s cost-neutral for the business if every subscription uses every token. They’re selling tokens at cost, not at a loss. Many subscription users won’t use their full allotment. That means serving some users doesn’t cost the business as much - which might push the subscription business from cost neutral to profitable.
> What happens when your macbook stops working, because you decided to commit to changes to ARM software, or RISC-V?
These sound similar, but aren't the same thing I'm talking about. It's more similar to a rideshare company refusing to serve you, or a cloud PC cutting your access.
It's not the same thing as DRM, which is when invasive malware attempts to control what you do with your devices -- your property -- and your resources, that you own. A car that can be shut off remotely, or that can detect competitive conditions and cease operation, is not the same as a hosted service refusing to have you. It is DRM.
Likewise, a MacBook that stops working based on your affiliations or your activity is not the same either. It is DRM. (Technically, Apple Activation Lock is DRM. So are locked Android bootloaders that can't be flashed with custom verified-boot signing keys, etc.)
When you're using someone else's private resources, someone else's private infrastructure, by default they have the right to simply no longer serve you, at any time.
DRM, by contrast, is when a machine or software you already own decides it will no longer function for you.
Yes, this is scary. We are already confronting this right now. Faceless corporations abruptly cut your access, or ban you for life from really important things. PayPal steals your money and pockets it instead of giving it back. Thousands, tens of thousands, hundreds of thousands of dollars (or whatever) gone because they said so. It's awful. It ruins lives.
But this happens because you need to draw a different line. Not whether one should be allowed to refuse services ever, but when. It's not okay that PayPal can steal tens or hundreds of thousands of dollars or more from you with no recourse, just because something looked suspicious, and you'll never know what it was even if you bankrupt yourself with arbitration costs (since their terms of service say you are simply not allowed to sue them anymore, and for some reason companies are allowed to just say this now and have it be legally binding).
A refusal at that point can be devastating, especially when it's for no fucking reason. Or when it's for a completely shitty and unjust reason, like in banning all accounts that have been involved in buying or selling adult content. There are cases where you can ruin someone's life by suddenly refusing to serve them with no recourse, and those are the cases that shouldn't be allowed to continue.
So push for that. Businesses shouldn't all have to serve every customer, but they shouldn't be able to just suddenly ruin someone's life. That's the scary part.
> The only reason they don't sell a product as a tool itself
...it's not the only reason. You can't exactly run trillion-parameter-scale models on the kinds of hardware people tend to already have in practice. And who's gonna pay tens of thousands of dollars up-front for their own inference hardware for the thing? (If you sold it as a hardware product.)
> My real hope is that open models FUCKING CRUSH them.
I would like this too!
The thing about engineering is you don't just use the biggest bolt on the market on every bridge.
> In 2024, a "good" model is one that can be trusted to write a 800 line script. In 2026, it's a model that can be trusted to do gnarly high-level planning and execution both
This sounds a lot like having a single diamond-head hammer as the only tool in your toolbox. As suggested by the name, flash models are fast - sometimes I want to write the equivalent of fifty 800-line scripts. There is such a thing as good enough.
The safety side of tech is a PTSD inducing shit show. Governments are more than happy to champion age verification laws, because parents, around the world, are clamoring for anything to pump the breaks on the social media experiment.
Society outside of HN is quite tired of Tech, and I despair of figuring out a way to make this clear to the commentariat.
a) Anthropic believe that AI is an extinction level risk and that they are the only leading AI lab which takes safety seriously. In combination this puts them in the position of believing that they are the only ones who can save the world, which is reasonable to call a god complex.
b) Anthropic are engaging in actions which aquire and consolidate power in the form of control over powerful AI.
c) "The history of brilliant people convinced they know what humanity needs is a sordid one, precisely because they have convinced themselves that their intentions are good, justifying actions that very much are not."
I'm describing claims from the article and would not word them so strongly myself. But this explicitly does not assume evil intent.
Listen to this post:
I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly those surrounding their model releases, as scare-mongering for the sake of marketing. It was only two months ago that Anthropic announced Mythos Preview, a model that they said was too dangerous to make publicly available, thanks in particular to its advanced cybersecurity capabilities. Then, two months later, the company publicly released Fable, a version of Mythos with various safety guardrails.
Fable is, in my limited experience, a very impressive model. It’s increasingly difficult to objectively evaluate models for anything other than coding performance, but there is subjective feel, and I found my interactions with Fable to be extremely impressive; it made other models, including GPT 5.5 and Opus 4.8, feel small and dumb. The two times I felt that way previously were with GPT-4 and Grok 4, both of which represented new generations in terms of base model size and complexity; my sense is that Fable is downstream of a new pre-train and the first of a new generation.
To that end, I can certainly buy the case that Fable/Mythos is in fact more capable when it comes to identifying and exploiting security issues, and that Anthropic’s cautious roll-out was justified. The problem with publicly releasing models, however, is that guardrails can be jailbroken, and apparently that is exactly what happened shortly after the release.
What happened next is somewhat unclear. Anthropic wrote in a blog post:
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 Anthropic models will not be affected.
We received the directive from the government today at 5:21pm (ET). The letter did not provide specific details of its national security concern. Our understanding is that the government believes it has become aware of a method of bypassing, or “jailbreaking” Fable 5. We reviewed a demonstration of this specific technique being used to identify a small number of previously known, minor vulnerabilities. These vulnerabilities all appear relatively simple, and we have found that other publicly-available models are able to discover them as well without requiring a bypass.
Anthropic went on to make the case that non-universal jailbreaks were inevitable and also narrow, and that there was no evidence of a universal jailbreak; the jailbreak that was found, meanwhile, appears to have been reported by Amazon, which is notable given Amazon is both an investor in Anthropic and a major provider of inference to the company. As I write this, senior Anthropic staff are in Washington D.C. seeking to resolve what they insist is a misunderstanding, and which White House officials are suggesting is insouciance by the company’s leadership to legitimate national security concerns.
I don’t actually have much to add to the current conflict given how many facts are in dispute; what I am not surprised about is the fact that the conflict is happening: I already explained in Anthropic and Alignment why conflict between the U.S. government and Anthropic was inevitable. To that end, people who are arguing that Mythos isn’t powerful enough to warrant the government’s drastic action are missing the point: if it’s not powerful enough now, the next one will be, or the one after that, particularly now that models are increasingly useful in creating their successors.
That, however, raises another question — one that seems to validate the cynics’ viewpoint: if Mythos is so dangerous, why even release Fable in the first place, and why fight with the government doing exactly what you claim to want? In fact, I think that Anthropic’s actions are quite understandable; what makes the company unique is how it justifies them, and it is those justifications that both give the cynics their fuel and Anthropic its magic.
For the first few years of AI the most economic value has flown to compute, for obvious reasons: we don’t have enough supply to meet demand, which has meant skyrocketing prices; the biggest beneficiaries have been Nvidia, TSMC, and the memory makers (SK hynix, Samsung, and Micron). Anthropic and OpenAI, meanwhile, have collectively lost tens of billions of dollars building leading-edge models that, once released, are distilled and commoditized by open source models, primarily from China.
This represents the bear case for the labs — they never cover their costs because their differentiation is fleeting, while free alternatives become “good enough” — and I think it’s a legitimate one. A world where models are interchangeable is one where models are commodities, while most of the value flows elsewhere. Right now that’s compute, but in the fullness of time, whenever we have enough compute, the most valuable place to be in the value chain will be the place that has always been the most valuable: owning the user touchpoint.
To that end, it has long been clear to me that the frontier labs have the economic imperative to move closer to the user. If you own the user touchpoint, then you have meaningful lock-in, and the best way to own the user touchpoint is to be the canvas for everything they need to do. This, by extension, means that the frontier labs are on a collision course with software companies: it’s software that owns the user touchpoint, and it’s in the frontier labs’ long-term interest to not simply be a commodity input into software but to simply replace software outright.
Software companies, meanwhile, are working to do the opposite. Satya Nadella laid out his vision for how companies should build on models in an essay on X:
Every company is going to have to build what I think of as human capital and token capital. Human capital comprises the knowledge, judgment, relationships, ingenuity, and pattern recognition of its people, while token capital is the firm’s AI capability it builds and owns. Importantly, human capital does not become less valuable as token capital grows. It only becomes more valuable! I believe human agency will be the driver of token capital growth. Humans will set ambitious goals, connect dots across domains, build relationships, and recognize patterns that matter most. Without human direction, you have compute running in circles.
This means the real opportunity is not in picking the best model but instead in building a learning loop on top of models where human capital and token capital compound. You can offload a task, or even a job, but you can never offload your learning. The future of the firm is the ability to compound that learning across people and AI. This requires a new architectural approach where every business is able to build agentic systems that improve over time, while still retaining control over their IP. A company should be able to switch out a “generalist” model without losing the “company veteran” expertise built into their learning system. This is the key “test” of your control and sovereignty in the era ahead.
Nadella set this vision off with a warning:
The last thing any of us want is a world where every company across every sector is ceding value to a few models that eat everything they see. If all the value is accrued by only a few models, the political economy will simply not tolerate it. There is no societal permission for an AI future that hollows out entire industries.
Think about what happened in the first phase of globalization where entire industrial economies were hollowed out by outsourcing. The GDP numbers looked fine on the surface, but the displacement was real and the consequences are still being felt. Let us not bring that dynamic into the AI era, with a small number of AI systems capturing all the economic returns, while entire industries find their knowledge commoditized right out from underneath them.
Here’s the problem with that analogy: the globalization happened, and the industrial economies were hollowed out. There’s a possibility that this isn’t a warning but a prophecy; small wonder Nadella is raising the alarm given that Microsoft could be one of the casualties. And, by the same token, the economic imperative for the model makers is to accomplish exactly this.
The models — not even Mythos — are not yet at this point. What they need, beyond more compute, is more and better data. Model improvements increasingly come from reinforcement learning; some of this can be generated synthetically, but the most powerful lever for a frontier lab is real world use.
This, I think, is a major reason why both OpenAI and Anthropic offer their heavily subsidized subscription plans. SemiAnalysis recently estimated that a $200 plan gets you $8,000 worth of Claude tokens and $14,000 worth of Codex tokens. Of course both are fighting for user and developer mindshare, but they’re also fighting to have access to actual usage data to make their models better.
Anthropic upped the ante in a major way with Fable, announcing that they would retain the data for all usage for 30 days, even for their enterprise plans that previously promised zero data retention. The company said they would not train on this data, but they didn’t put in any sort of safeguards to guarantee they wouldn’t do so in the future (like storing the data with a third party). If this policy change (whenever Fable is restored) doesn’t lead to a significant loss of customers, I suspect it’s only a matter of time until they start using the data: it’s simply too valuable to their end goals.
Note also the virtuous cycle with moving up into user touchpoints: the more workflows that are done directly with Claude or Codex, the more data each company gets to feed back into their training, which makes their products that much more capable and useful, expanding the number of workflows they can serve, expanding their access to data.
Nadella, in his essay, highlights the importance of this data, but naturally thinks it should be independent from the model:
Companies need to turn their workflows, domain knowledge, and accumulated judgment into AI systems that improve with each use. Private evals should capture whether a model is actually improving against outcomes that matter to the business (not just external benchmarks!). Private reinforcement learning environments should let models grow stronger on real traces from inside the organization. Its knowledge base makes institutional memory queryable and use of tokens more efficient.
This loop becomes the new IP of the firm. I think of it as a hill climbing machine. And unlike most assets, it compounds. Every improved workflow generates better training signal, which accelerates the accumulation of tacit knowledge unique to the firm. The companies that build this early will have an advantage that is hard to replicate, regardless of any new individual model capability.
What if, however, the companies that give in to Anthropic’s data policies get better results right now? Or what if existing companies resist, leaving the door open for new companies — or the model makers themselves — to outcompete them in the market? Anthropic is certainly putting the resolve Nadella is calling for to the test.
The data retention policies around Fable/Mythos were, amazingly enough, not even the most controversial part of the launch. Rather, Anthropic said at launch that it would silently degrade Fable performance if it were used for LLM development; from the System Card:
We have also added safeguards related to frontier LLM development. As discussed in Section 6.1 of our February 2026 Risk Report, we are concerned about the risks of accelerating the overall pace of AI development, though we remain uncertain about the severity of these risks. In particular, our concern is with — as we wrote then — “accelerating other AI developers in building powerful AI systems that pose similar risks to the ones ours pose – without necessarily having commensurate safeguards.”
In light of the ability of recent models to accelerate their own development, we’ve implemented new interventions that limit Claude’s effectiveness for requests targeting frontier LLM development (for example, on building pretraining pipelines, distributed training infrastructure, or ML accelerator design). Using Claude to develop competing models already violates our Terms of Service, but enforcing this restriction through our safeguards avoids accelerating the actors most willing to violate these terms.
Unlike our interventions for cybersecurity, biology and chemistry, and distillation attempts, these safeguards will not be visible to the user. Fable 5 will not fall back to a different model. Instead, the safeguards will limit effectiveness through methods such as prompt modification, steering vectors, or parameter-efficient fine-tuning (PEFT). These interventions will not affect the vast majority of coding work. We estimate they will impact ~0.03% of traffic, concentrated in fewer than 0.1% of organizations. When these interventions are active, we expect them to have minimal behavioral impact on the model except to limit its effectiveness in developing frontier LLMs. Claude will still respond helpfully to user requests. We’ll continue to improve the precision of our detection methods following the launch of this model.
Anthropic walked back this change — Fable will simply hand off LLM-related requests to Opus 4.8, and disclose this hand off to the user — but I think the initial policy was very illuminating. On one hand, I actually don’t begrudge Anthropic not wanting to help its competitors; on the other hand, what should be blisteringly clear is that Anthropic does not think that anyone else other than them should even be making frontier LLMs.
What makes this policy all the more remarkable is the fact that it was enacted only two months after Anthropic had that dispute with the Department of War: the latter wanted to use Claude for any legal use, while the former wanted more stringent controls around surveillance and autonomous weapons. What this degradation represented was both the capability and willingness of Anthropic to silently alter its models to achieve its policy preferences. In other words, Anthropic willfully validated some of its critics’ worst fears in terms of being a supply chain risk.
The broader takeaway from that previous episode, however, is that Anthropic believes that they are the ones who should have final say over how Anthropic is used; given that they think only they should be developing leading edge AI, they by extension think that only they should have final say over AI generally. When you further combine this realization with the company’s pronouncements about AI’s ability to conduct all economic activity, you realize that Anthropic’s leadership effectively wants to have power over everything and everyone.
Of course Anthropic would never put things so baldly; the story, rather, is safety:
Here’s the thing about these safety justifications: I think they work because, to Anthropic, they aren’t justifications. The company really believes that they are the only ones who believe in super intelligence, and thus are the only ones who are sufficiently concerned about the dangers. That excuses decision after decision, policy after policy, and confrontation after confrontation that, to people on the outside, look like a bizarre combination of cynicism and naiveté.
The contrast to OpenAI is massive: I think that one way to understand how and why OpenAI lost its lead is that, in the years following the release of ChatGPT, the company has been at war with itself internally as what used to be a research lab was suddenly seized with the burden of being the accidental consumer tech company; to the extent OpenAI solved that conflict, it was by bleeding huge amounts of talent to Anthropic in particular.
Anthropic, on the other hand, has perfect alignment between talent and mission and business. The company gets to sell to researchers the creation of a machine god, with the mantle of being the sort of person who cares about the dangers and is smart enough to navigate them on behalf of humanity; that every policy change that falls out of that happens to be great for business is the most beautiful coincidence in the world.
I respect this alignment, and I fear it. I respect it because it is so clearly effective; the closest analogy is probably Apple, which has always framed every self-serving action in the guise of doing right by users — and often they were. So it is with Anthropic. What I fear, however, is that it is one thing to have people convinced they know best building a smartphone that I can take or leave; it’s considerably more concerning to have them building superintelligence that has the potential to rival or exceed the power of nation states, or merely massive corporations. The history of brilliant people convinced they know what humanity needs is a sordid one, precisely because they have convinced themselves that their intentions are good, justifying actions that very much are not.
s/Tech/Tech Companies
Tech did it to themselves. People like and want technology. What they don't like and don't want more of is enshittified, user hostile technology. The answer is out there, but our collective school systems failed to teach computing irt free software/open source and instead schools themselves all bought in on enshittified, proprietary tech, or even just dumped trying to teach computing at all outside of "how to login to google classroom and google docs"
I grew up lucky, in that my dad was a dev, my first PC as a kid ran red hat, my high school had an intro to programming class (in BAISC lol). It shaped how I approached computing growing up, and my values. It makes me look at the things we have now and think "No, you're just repackaging community free software and selling it back to me, I'll pass on that."
That experience isn't available to anyone born after that specific era, instead their tech experience is shaped by walled gardens, vendor lock-in, and straight up hostile and manipulative software, so its no wonder they are tired of it. They don't even know a different world (of software) exists.
"It's good enough" was said about GPT-4, o1, o3, Opus 4 and more. Guess what happened? Newer models released, people updated their expectations of what LLMs can do, usage got more aggressive, and somehow, GPT-4 went from "good enough" to "obsolete trash".
If you have no imagination, then at least substitute your pattern recognition for it.
The world is hungry for capabilities. There are piles upon piles of tasks that aren't done by LLMs simply because LLMs aren't good enough to do them.
The thing a frontier model gives you is "you don't have to babysit a model to get it to do X", and that X gets more and more impressive release to release.
As someone on the "safety side of tech", social media is being exploited to increase surveillance and government control precisely because its actual social influence is heavily on the wane, and capital is happy to sacrifice what's left to increase the profits of the expanding public/private tech surveillance industry (with "protect the children" controls on social media like age verification being the usual backdoor route it always is).
Society may be growing tired of Tech, but governments aren't, and in fact they're heavily expanding their back channel reliance on not-traditionally-military Tech as an extension of their Defense spending.
I don't think anyone in tech is really truly engaging with how quickly the shine has come off the tech industry. Except maybe Apple, who even so still have some work to do.
The yoke of silicon valley is feeling heavy. People might just throw it off.
You do your AI-maximalism, and I'll stick to making trade-offs based on the needs of each piece of work.
in general I agree people should be reading a lot more sci-fi nowadays than they used to.
Social media was being exploited from inception. Palantir had sales documents for sock puppet management software back in the PHP era.
I don’t disagree that Government is interested in tech, but I will push back on the dismissal of child safety that is inherent in your comment, intended or not.
For all that some people in the firm may have tried to do the right thing, Social media firms have created bad outcomes for children, and executives were briefed on the harms they were going to cause.
This is the dismissal that concerns me, because it ends up miscalculating the level of anger and unhappiness amongst the voting populace, and therefore the political will to pass regulation to reign tech in.
I'll do more "per-task model selection" when AIs themselves get good at it.
There are numerous bills to limit AI access for consumers, to combat deepfakes hurting children. There are no bills introduced or passed to prevent AI being used to target dronestrikes that kill children abroad, or surveil children domestically.
What the public wants doesn't actually matter right now, only what the government will allow to let pass, which in this case is additional internet surveillance.
Under a future, better government this may change, but (sadly) nothing is going to sink tech's dominance right now.
The anger and unhappiness against tech is good, and hopefully someday they'll burn down all the data centers and I'll never have to hear the words Cloud Computing again, but (to paraphrase a famous Eve Online interaction) it's not going to be today, and it's not going to be us.