On Friday at 5:21 PM Eastern, the US government handed Anthropic an export control directive with 90 minutes' warning: shut down Fable 5 & Mythos 5 for every foreign national on the planet, including Anthropic's own employees. That same day, SpaceX IPO'd at $1.77 trillion.
- 48 hours before the shutdown, Dario wrote that "government should have the power to block or deter deployment."
- SpaceX: $2.89T market cap, 5th largest company on Earth. 4,400 employees became millionaires in a single day. $75B in cash raised.
- Intelligence cost deflating 40x/year. OpenAI launched a price war while Anthropic's top models were offline.
- Sam Altman: "The faster recursive self-improvement takes off, the more it could be advantageous for us to delay OpenAI's IPO."
