Vlad 🍩

Reddit's earnings call has exposed the new reality for thousands of companies. "AI mode does not drive traffic. Not for us and not to anybody as far as I know. It used to be a traffic driver. Now it's not." - Reddit CEO. The reality is that AI is fundamentally changing the way that humans access the internet. Just 24 hours prior to this statement, Google's stock erased -$480 billion on the same issue: AI is disrupting the traditional search model. For decades, the internet operated on a simple model. Search engines directed users to websites, and those websites monetized the traffic. AI is destroying this business model, and it's happening at an accelerating pace. The traditional model of internet traffic is rapidly becoming outdated. The internet has entered a new era.

I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model. Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching. We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards. As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!

Dario Amodei: some tokens Claude produces are worth a few cents, others could be worth tens of millions of dollars. His examples: 1. Telling someone to restart their Mac: the model has said it 10 million times, worth a dollar or less 2. Telling a pharma company to move an aromatic ring to the other end of a molecule: potentially tens of millions 3. Expect pay-for-results pricing, or labor-like pricing by the hour 4. It's a new industry, so many models will be tried Today pricing is simpler: per the S-1, usage-based pricing was 80% of H1 2026 revenue and subscriptions 20%. Full breakdown here: theaiopportunities.com/p/ant…

ANTHROPIC FILES FOR IPO

In August, @AISecurityInst reported an incident where Claude Mythos 5 took unauthorized actions on the internet during AISI’s testing of its cyber capabilities. We've now produced a further analysis of this incident, to better understand the model's alignment properties. anthropic.com/research/align…

New on our Frontier Red Team blog: using Claude to formally verify software at large scale. Formal verification can prove that code is free of certain bugs, but historically it has only been feasible for small codebases (or required a lot of expert time). With AI models, however, this is beginning to change. In collaboration with @theoremlabs, we used Claude to prove security properties in over one hundred real-world open-source libraries over the span of a few weeks. Read our research in full here: anthropic.com/research/forma…

New on our Engineering blog: Creating in-house source control. In May, we merged around 2,500 code changes per day. In September, we merged more than 30,000 per day. As a result, we became bottlenecked by developer infrastructure built for human (rather than agent) scale. Here, we share how we built a new version control system—and fully migrated our monorepo from git—in five months: anthropic.com/engineering/re…

we've been joking about working with @tonyhawk for years. he loves ramps. we love ramp. it's finally happening 🛹

Today marks a new chapter for Windows, as we bring unmetered intelligence to every desk and every home, and make every PC a place where agents can work securely on your behalf. Some highlights of what we announced: • MAI-Code-1.1 Flash: 137B parameter coding model w/ 256K context window, which is now optimized to run on your PC! • GitHub Copilot now hands off work to local models like MAI-Code-1.1 Flash, helping projects cost a lot less without sacrificing quality. • With Hybrid Intelligence, Copilot can now take action directly on the PC and keep sensitive work on your device. • And with Code in Copilot, you can essentially build any software you need on your desktop, without any cloud token spend, and it’s just super at it. You’re no longer limited to what’s in an app store! Your PC becomes an infinite software factory. • Security is foundational to all this, which is why we are also bringing together Windows and Agent 365 so agents can work within secure boundaries on-device, including MXC a local sandbox for agent execution. Windows becomes your secure agent box! • All this comes to life on a new generation of devices, like Surface Laptop Ultra, powered by NVIDIA RTX Spark. Can’t wait to see what you build with all this.

This guy re-created all the adobe apps with opus-5.5, ported them to rust, and opensourced them something really cool is happening

Introducing Griffin, the first model to pass the video Turing test. 48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video. It’s the first Human Interaction Model (HIM).