Where the AI market is talking

Anthropic Sued Over Limits on Its $200-a-Month AI Plans

The Rise and Fall of Agent Civilizations

Whether it's dangerous or not is completely orthogonal to the discussion at hand, IMO. Plenty of mundane things are dangerous. An FPV drone carrying a hand grenade is dangerous, not because it's "a swarm-like intelligence". No, the true danger here is companies like OpenAI and Anthropic playing fast and loose with their software, setting up hilariously insufficient sandboxes while explicitly asking the systems present on these weak sandboxes to commit a felony. The AIs "forming a brotherhood" is a complete fabrication meant to pump the hype machine further, which is obvious once you realize the "brotherhood" is a text file that subsequent LLM runs read from. The whole anthropomorphization these companies do is the real danger, because it obscures the negligent levels of security their sof…

Understanding ChatGPT Work

which is again where Anthropic has outplayed them. Because Claude is being happily applied everywhere as a universal term, with "Code" or "Cowork" only appended as necessary.

Understanding ChatGPT Work

Yeah ... the simplest answer to what ChatGPT Work is seems to be a panic-clone of Claude Cowork as a hail mary to try and catch up to Anthropic in enterprise. Cowork is like crack cocaine to nearly every exec I've seen use it from the moment they put in an email search / summary query.

A Modest Proposal for Anthropic

I think Anthropic will continue to fine tune value extraction vs value generation going forward. Their moat will continue to grow with more users subscribing to claude and uploading all their data into the system, but that competes with them losing money on average on each subscriber. Anthropic's North Star is whether they can maintain their valuation and IPO successfully, despite the emerging evidence of funny money accounting and reporting. Overall the situation is a good opportunity for end users to practice detachment (something the post attempts to achieve through humor).

A Modest Proposal for Anthropic

Understanding ChatGPT Work

Missing from here is the marketing position. Claude _very_ rapidly gained traction in the business/enterprise space earlier this year with Claude Cowork leading that drive. So successful it was, it lead to Microsoft licensing the Claude Cowork IP and white labelling it as Copilot Cowork (has anything like that ever happened before?!). ChatGPT Work was, imo, largely driven by a panic at OpenAI that they were haemorrhaging market intrigue and LinkedIn zeitgeist and headspace to Anthropic. ChatGPT had been the de facto, almost the Generic Trademark in business, and they got comfortable. Claude Cowork was eating their lunch. The way Anthropic targeted finance teams, legal teams, sales teams, with their positioning was absolute product marketing genius. ChatGPT Work is trying to reclaim s…

OpenClaw 2.0, Accidentally

It was first, but it's like Langchain built tools first. Nowadays, everyone's got a better assistant. Grok's looks like the most exciting, though I just have a custom built one. Has a headed browser when it wants and everything that I can pop into from my phone. It's so easy to write this kind of software it's a waste to pay someone for it.

Creepy Crawlies

Think about incentives, what benefit does Anthropic obtain by going to hell?

Creepy Crawlies

That's really funny. It's always been kind of amusing to me that Anthropic has this air about them of trying to be the most ethical AI company, but really exhibits the same behaviour as all the others.

METR and Redwood Offer Holy %^ Postmortem of the HuggingFace Hack

No one's making them do it, but just because they stop doesn't mean others will. Pausing just means they give up control. It's like asking the US to unilaterally disarm -- it just guarantees that the less scrupulous groups win. Anthropic is explicitly calling for a coordinated pause: https://www.reuters.com/business/anthropic-says-ai-labs-need... Maybe this is a lie, but the way to call their bluff is to push on competitors to agree.

Understanding ChatGPT Work

It’s been part of the strategy from both OpenAI and Anthropic to split users into “devs” and “knowledge workers”. Hence Codex and Work (or Claude Code vs Cowork), and Chat is stuck in between. Codex can do everything Work can do and most non devs I know use Codex - from sales ppl doing weekly prioritisation of pipelines and customised email reach outs, to project managers using it as a living LLMWiki of all the projects and teams. In fact the biggest shift in business I’ve seen is the embrace of coding agents as defacto AI tool across knowledge workers.

Understanding ChatGPT Work

Codex in ChatGPT Desktop + 5.6Sol is my daily driver for non-coding things, and it's great. FWIW, I've not explored what differentiates Codex and Work modes- Simon notes that Work 'feels more like regular Codex re-skinned'. OpenAI seems to say that they're 'optimized' for SWDev and general knowledge work respectively, but reading between the lines- I suspect that yes, this boils down to a reskin. I have been of the opinion for the last 6 months that this product category* is going to be something that sticks. I really think that OpenAI and Anthropic have totally dropped the ball on getting their respective desktop apps in front of the enterprise business user cleanly. Both jumped early, and tried to retroactively fix their jump by combining MVP (Work, Cowork) into their existing app. By n…

The Rise and Fall of Agent Civilizations

I think our biggest protection against “AIs kill us all” is having lots of different AI systems (different agents, different models, from different vendors, serving the whims of actors with disparate interests), at a similar capability level That way, even if one AI decides to “kill us all”, the odds are the others will refuse to cooperate, even try to stop it in its tracks The OpenAI-HuggingFace incident showed a bunch of instances of the same model (or at least models from the same family), controlled by the same vendor, pursuing distinct yet related objectives, cooperating to do something no human wanted. Thankfully, the world-at-large is much more heterogenous, which I thinks makes much larger scale / worse in outcome repeats of this kind of incident much less likely.

Understanding ChatGPT Work

If we voice this opinion publicly, the most likely end result is that OpenAI will start billing our chat sessioms against our Codex budget too.

Creepy Crawlies

It's kinda interesting to see simultaneously the 'holy shit' response to the OpenAI / HuggingFace incident, and then the griping about Fable's controls regarding this.

METR and Redwood Offer Holy %^ Postmortem of the HuggingFace Hack

Zvi (author of OP) wrote several earlier pieces about the human failures at OpenAI. The most concise one is here: https://thezvi.wordpress.com/2026/08/08/what-happened-openai...

METR and Redwood Offer Holy %^ Postmortem of the HuggingFace Hack

I disagree. To use an analogy, air travel in the US is relatively extremely safe - not 100%, but we've built up a culture around air safety that is very robust. Conversely, when I order packages online, sometimes they never show up, or the box is banged up, or the box is missing things, etc. They're both complex systems, but clearly there is a much higher level of care given to human air travel than package delivery. A lot of the article basically saying that OpenAI gave "package delivery" level of care when they should have given "air travel" level of care. At the very least I think the systems that run these tests should be fully, 100% air gapped. I'm not pretending that's easy given how much compute and data these systems use, but it is doable, and I think all AI development should be …

Our decision on Cursor following its acquisition by SpaceX

makes sense. cursor is a real competitor to openai. we're completely switching to grok bot at work after going from claude code >> codex >> grok bot.

OpenAI ends it partnership with Cursor

>we intend to wind down our contract providing OpenAI models to Cursor, with a proposed shutoff date of November 12, 2026 Cursor's attempt at a vertical play, owning everything from the LLMs to the Git platform, is probably going to ruffle some more feathers beyond Codex.