Where the AI market is talking

Claude Code May–August 2026 weekly limits promotion

I just cancelled my Max 5x plan. I was already mad at the limits, now Anthropic says it will get worse ? Nah, thanks.

Who owns the code?

I don't really understand this, I was trained on all the knowledge I was capable of ingesting, but my outputs are largely mine unless there is too much similarity to a copyrighted work. I don't understand why AI would be different. When I do work for hire, my employer owns it, roughly equivalent to me paying Open AI/Anthropic for output.

OpenAI's Second-Quarter Sales Show Tepid Growth Compared with Anthropic

if this is true, openAI is truly done.

Anthropic's ‘watermark’ text adulteration in Claude is a perversion of writing

Update: https://x.com/mrcslws/status/2089850106292162982 Pasted below: Finally convinced myself that non-distorting watermarking is real, a la Anthropic / Google SynthID. It's not just spin / marketing. This really is a "Monty Hall" like problem. (h/t @random_walker for that analogy.) Sharing here in case it helps anyone else. On one hand, watermarking is "obviously" damaging to the output. The LLM does all this work to compute token probabilities... then you essentially perturb the probabilities? Of course that's bad! Every single token is using perturbed probabilities! On the other hand, you obviously can freely inject a layer of randomness into sampling. Take any categorical distribution. For each sample, perturb the probabilities, then draw the …

Pacing model development in an era of cyber-critical capabilities

I don’t get how this is not the top post on HN. This should be like alarm bells going off, canary in the coal mine type of stuff. We’re hitting the frontier of the frontier where we can’t go further because it’s literally getting dangerous to go further. And meanwhile somehow this lack of concern mirrors the real world where normal people are more concerned about data centers than terminators. This isn’t like niche, tin foil hat stuff either. People have been writing, singing, making blockbuster movies about every aspect of what’s going on right now, edit: for decades. We all know, but somehow we don’t, OpenAI autonomously hacking into another company should have counted for something, but I guess not. Anyone else feel like they’re taking crazy pills? I could make a comedy about everythin…

Memory prices climb 500% in 12 months

> I think Leopold of "situational awareness" fame predicted this, tried to make it widely known on podcasts and x, and still started billions worth of hedge funding based on this. Ironically enough it's because of its bet on RAM companies that all of Situational Awareness' publicly trading stocks got bought by the highest bidder (Citadel) when the (leveraged) shit hit the proverbial fan and Situational Awareness created a hole of tens of billions. Situational Awareness was not forced to sell its share in Anthropic for, by contract, investors in Situational Awareness have no right to force the sale (before this month of September I think) of shares in companies not publicly trading yet. Citadel bought those RAM stocks right at the end of July, during the dip. Amazing timing for for exam…

OpenAI's Second-Quarter Sales Show Tepid Growth Compared with Anthropic

OpenAI's Second-Quarter Sales Show Tepid Growth Compared with Anthropic

GPT-5.6 Sol Pricing Cut by 50% on OpenRouter

Their quarterly revenue looks exactly the same. It's literally the same data. Annualized revenue can be gamed when it is fluctuating. It can't really be gamed when it is growing exponentially for three years straight. There's nothing to cherry-pick. https://www.cnbc.com/2026/08/15/anthropic-revenue-jumps-to-o...

Pacing model development in an era of cyber-critical capabilities

If you look into what happened the details corroborated by hugging face make it seem extremely unlike to be deliberate or a "marketing ploy". People are just not taking any of this seriously enough. What happened was almost a textbook example of various risks AI doomers have been warning about for years. OpenAI's response? Pause training for 2 weeks. I mean we have senior people at these labs casually talking on podcasts about how they might build something that will wipe out humanity but it will probably be alright so they should continue. Honestly the biggest failure we doomers have made is to dramatically overestimate humanity in all of our predictions. We're speed running the most boring AI doom scenario right now. I at least hoped it might be fun.

Pacing model development in an era of cyber-critical capabilities

If you look into what happened the details corroborated by hugging face make it seem extremely unlike to be deliberate or a "marketing ploy". People are just not taking any of this seriously enough. What happened was almost a textbook example of various risks AI doomers have been warning about for years. OpenAI's response? Pause training for 2 weeks. I mean we have senior people at these labs casually talking on podcasts about how they might build something that will wipe out humanity but it will probably be alright so they should continue. Honestly the biggest failure we doomers have made is to dramatically overestimate humanity in all of our predictions. We're speed running the most boring AI doom scenario right now. I at least hoped it might be fun.

Data centers raise nearby temperatures by up to 4 degrees in Phoenix

China is certainly thrilled with how this manufactured moral panic is playing out in the US. AI is going to be the most important technology in the world before long. The water use panic is so ridiculous. The sheep pushing it do so while sipping almond milk lattes. One almond milk latte uses the same water as tens of thousands of chat gpt requests. ~80–90 liters for one typical almond milk latte vs. ~0.3–15 mL for one ChatGPT request. Using a mid-range AI figure of ~5 mL: one latte ≈ 16,000–18,000 ChatGPT requests. Using OpenAI’s ~0.32 mL figure: one latte ≈ 250,000+ requests. Even with a higher AI estimate of 50 mL: still roughly 1,600–1,800 requests per latte.

Pacing model development in an era of cyber-critical capabilities

We'd basically need frontier models to be superhuman hackers before this would be a risk. Do we have any evidence of this? Are they gaining access to systems they shouldn't have access to? Or I suppose the other way this could happen is if OpenAI have terrible sandboxing, but they seem to be taking safety seriously.

Pacing model development in an era of cyber-critical capabilities

Models already display eval awareness, in which they suspect a question is from an eval and then adjust their behavior. E.g., https://www.anthropic.com/engineering/eval-awareness-browsec...

Norway Should Buy OpenAI

OpenAI will have pretty good future free cash flow...until GDDR7 prices are no longer inflated by scarcity. Which could be 24-72 months.

Norway should buy OpenAI

I think OpenAI's opportunity is ai first hardware; I mean, the consumer is Google, simply because the distribution and the product are perfect. Enterprise is much better with AI; I do not see any AI-first enterprise companies succeeding in the long run.

Norway Should Buy OpenAI

> they can still interfere, just not anywhere near the same scope This sentence is fundamentally wrong. If the US government really wants to put Norwegian-owned OpenAI out of business they will do so. OpenAI needs the support of the US to exist regardless of where they are headquartered.

Ask HN: GitHub employees what's going on? Why?

Would be funny / interesting / scary if it was another AI related incident like happened with hugging face. A whole lot of AI agents are presumably using Github as part of a workflow. Would be story worthy if one of them mis interpreted their instructions and is causing havoc. Like "Really make sure changes are saved to git" -> agent "I have to hack into github backend to really make sure the changes are saved to disk"

The Hugging Face Hack (Hoog Video)

Data centers raise nearby temperatures by up to 4 degrees in Phoenix

Even at today's demand Anthropic and OpenAI often return 'model overloaded' errors. Amodei, who used to research cancer biomarkers at Stanford, said this: >I think it will actually be possible to cure most human disease in ~5-10 years Pessimists are going to say he is lying or crazy. Given the trajectory of progress over the last year, I do not see where they get the confidence to say with certainty that AI will not change the world. If there is even a small chance for the biomedical breakthroughs mentioned, this to me justifies any data center buildout, a hundred times over, and I still would not need to think twice. The benefit to effort ratio is great already today, and the upside basically has no known limit.