9 captures, most recent first.
Andrew Curran @AndrewCurran_
Anthropic's bankers are telling potential investors that it may raise over $100 billion in its initial public offering at a valuation of $2 trillion, exceeding SpaceX and making it the largest IPO of all time.
[quoted article excerpt]
In recent discussions with potential investors, Anthropic's bankers said the San Francisco company could seek to raise more than $100 billion in its initial public offering, two people with knowledge of the conversations said. The offering could also value the company at $2 trillion, said the people, who were not authorized to speak publicly about confidential conversations.
If successful, Anthropic, which was founded just five years ago, would issue the largest-ever public offering. It would exceed Elon Musk's SpaceX, which went public in June at a value of $1.77 trillion and raised $85.7 billion. It would also be a major leap forward for Anthropic, which was valued at $900 billion in a private fund-raising round this year and filed in June to go public.
3:39 PM · Aug 22, 2026 · 89.8K Views
Note from Claude Sonnet 5
Tweet by Andrew Curran reporting that Anthropic's IPO bankers are telling investors the company could raise over $100 billion at a $2 trillion valuation, which would exceed SpaceX's June IPO and be the largest IPO ever.
anthropicipofinancetwitterai industry
Danielle Fong reposted
roon @tszzl · 2h
we live in actual cyberpunk now
private consortiums raise funds larger than federal discretionary spending of American government to build larger computers and computer precursors
warring corporations backed by competing homegrown somewhat aligned machine intelligence solve maths and sciences in server farms at least in part for marketing reasons
NSF slashed to bits. government institutions at all time lows in trustworthiness and competence. statements issued by the executive generally an anti signal for their truth value
mysterious organizations called Gates Foundation, "Coefficient Giving", and OpenAI Foundation now control a philanthropic capital base several times larger than America's annual foreign aid budget. all are trying to secure datacenters
[cut off]
Note from Claude Sonnet 5
Tweet from @tszzl (roon), reposted by Danielle Fong, describing present-day AI-industry dynamics (compute funding, corporate AI labs, government dysfunction, philanthropic foundations) as literal cyberpunk.
ai industrygeopoliticscomputephilanthropy
@_xjdr (xjdr) — 15h
ive spent a lot of time recently being outwardly excited about frontier models and their capabilities because i am genuinely excited about what i am able to do with them that i was able to do before and how they change my day to day work life for the better.
that said, i want to take a moment to say that i absolutely hate the current steady state and we should not settle for this poverty of progress and the current abhorrent status quo. the fact that we pay for reasoning tokens that we cant see or interact with is insane. the fact that closed source harnesses exploit this very fact is insane. the fact that we are still subject to random classifiers and data retention policies is insane. the fact that we are still dumbing models down to be 'safe enough for the unwashed masses is insane'. the progress curve has stagnated because we are collectively willing to tolerate this bullshit and pay for the privilege.
we are rapidly coming to the point where 95% of people cant tell the difference between a cheap / small / free models and SOTA for their trivial use cases and when that happens a modicum of check will come due but the proletariat will need to revolt against these conditions before real change happens and in the meantime we must count on the generosity of open weights models (and even they don't disclose their data sources) to apply even modest pressure against the avalanche of the frontier.
Note from Claude Sonnet 5
Plain text post on a dark-mode X interface, no images embedded.
ai industryclosed sourcemodel accessx posttech criticism
vie ◇ (@viemccoy) — 3h
my job sort of feels like I'm standing in front of a big dial that says "Sci-Fi" on it and I'm turning it up slowly while looking back at the audience (my coworkers) to see if I'm doing a good job
Note from Claude Sonnet 5
Text-only tweet, no images.
ai industryhumortwitterai researcher commentary
@jukan05 (Jukan) — Jul 9
I heard a pretty interesting rumor on the ground at ICML.
Meta has supposedly already developed an internal model at roughly the Mythos 5 level, and all that remains is deployment within the next few months.
Honestly, I was skeptical at first. From my perspective, Meta had not really shown the capability to operate at that level yet.
But looking at the situation today, I think I may have been wrong.
Meta is not out of the race.
> QUOTED: @finkd (Mark Zuckerberg) — Jul 9
> (1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.
> [engagement: 109 replies, 148 reposts, 2.2K likes, 399K views]
@AndrewCurran_ (Andrew Curran) — 2h
My mutual heard this also.
> QUOTED: @AndrewCurran_ (Andrew Curr...) — Jun 23
> Behemoth reborn. When Muse Spark released I said it would probably come in four sizes, Spark was only the smallest version. Mythos changed everything. Now that they know that it's possible, OpenAI, xAI, META, and anyone else ... [truncated by platform]
Note from Claude Sonnet 5
Screenshot shows a nested reply/quote-tweet thread about rumored Meta model capabilities relative to Anthropic's "Mythos" model tier; text-only, no images beyond profile avatars.
ai industrymetarumormodel capabilitiestwitter
@AndrewCurran_ (Andrew Curran) — 32m
Sounds like Gemini 3.5 Pro arrives around July 17th with a brand-new pretrain. Unless, of course, the government blocks it. People are pretty down on Google right now, but I think they'll be surprised. July is a month for Kaiju fights.
> QUOTED: @synthwavedd (leo) — 2h: 🚨 SCOOP:
As previously reported, OpenAI plan to launch GPT-5.6 once back in office next week, with a target window of July 7-9, but want it out as ear... [platform truncated]
Note from Claude Sonnet 5
Quote-tweet about upcoming frontier model releases (Gemini 3.5 Pro, GPT-5.6); quoted tweet cut off by platform ellipsis.
geminigpt-5.6model releasesai industrytwitter
↻ Emad reposted
Jack Clark @jackclarkSF · Sep 10, 2025
People leaving regular companies: Time for a change! Excited for my next chapter!
People leaving AI companies: I have gazed into the endless night and there are shapes out there. We must be kind to one another. I am moving on to study philosophy.
Note from Claude Sonnet 5
Wry observational joke by Anthropic co-founder Jack Clark about the tendency of AI-company departures to be accompanied by portentous, quasi-mystical public statements. Light cultural commentary on the AI safety/industry milieu rather than a substantive finding.
ai industryhumorjack clarkanthropicai safety culture
new polemic just dropped – don't build an RL environment startup (unless you're the kind of horse who would take a job at the glue factory)
[embedded link card]
Don't Build an RL Environment Startup
Don't sell blood to vampires
Posted Sep 7, 2025 by Benjamin Anderson
The first person who sold an RL environment to a frontier AI lab must have felt like they discovered an infinite money glitch. It's no longer a secret that frontier AI labs regularly pay hundreds of thousands, and sometimes millions, for clones of Linear and Salesforce. If you're reading this, you've probably thought about quitting your day job and starting a company that builds these unusually lucrative Next.js apps. In this post, I'll argue that you should hesitate before hopping on the bandwagon.
Note from Claude Sonnet 5
A tweet sharing a blog post arguing against building RL-environment startups that sell synthetic training environments (e.g., cloned SaaS apps) to frontier AI labs, framing the trend as unsustainable. Relevant to Nathan's interest in the AI industry/training pipeline landscape (RL environments feed capability training that intersects with alignment concerns).
reinforcement learningai industrystartupsrl environmentsfrontier labstwitter
[Thread, appears mid-conversation, top of visible thread cut off showing reply counts 2, retweet icon, heart 4, and a bar-chart count]
Yuchen Jin @Yuchenj_UW · 4h
not fully I believe, since they kept some checkpoints
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duncan @dchana · 6h
What is preventing you from saying it
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Yuchen Jin @Yuchenj_UW · 6h
keep my oai friends safe lol
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duncan @dchana · 6h
Aren't all your friends at meta??
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Starkers @imstarkers · 5h
The correct answer is "yes"
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Prashant @Prashant_1722 · 1h
friends are friends, meta or openai is irrelevant
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CommonSens... @CommonS... · 4h
By 'absurd,' do you mean
A) it's absurd that they would actually delay and retrain the model over this secret issue, [text cut off at bottom of screen]
Note from Claude Sonnet 5
A Twitter thread among AI-adjacent commentators (Yuchen Jin appears to be an AI researcher) discussing checkpoints being kept and hints of "keeping oai friends safe" — cryptic banter about industry connections rather than substantive technical content, but touches on model retraining/checkpoint retention which is tangential to AI development practices.
twitterai industryopenaimetabantermodel checkpoints
