Ai-coding Tag

Ai-coding

Posts related to ai-coding

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The Velvet Rope Was a Turnstile

Anthropic just released Fable 5, a Mythos-class model for everyone, eight days after filing its S-1 and days after calling for a brake pedal on frontier AI. The danger narrative ended exactly when the monetization was ready - and one of the three 'safety' classifiers guards the moat, not the public.

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It Was Always an IPO

Anthropic filed a confidential S-1 on June 1 at a $965B valuation, eclipsing OpenAI. Read backwards from the filing, the last two years stop looking like a safety lab's awkward compromises and start looking like a pre-IPO playbook executed on schedule.

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The Last Slow Thing

Everything in software got a fast mode this year except understanding what to build. The proof is in the labs' own org charts: the companies selling the models that supposedly end software engineering are paying $600k for engineers to go sit in customers' offices. The bottleneck moved all the way up to the conversation.

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Benchmarks Are Bullshit

Berkeley just built an agent that games AI benchmarks. Karpathy called it months ago. The best coding model doesn't top the charts, the highest-ranked Chinese models disappoint in practice, and the entire leaderboard industry optimizes for the wrong thing.

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