Strategic Initiatives
12342 stories
·
45 followers

Substack has lost its way

1 Comment

Back in the day — and by back in the day, I mean about four years ago — being on Substack meant something.

It meant you gave people news or analysis the legacy media didn’t. Often, it meant you didn’t have a media background at all. You had a day job, and a point of view you wanted to share, because the media wasn’t.

It meant you viewed your job on Substack as being a writer first and foremost, not a podcaster or an influencer or a YouTuber or a television personality.

It meant you appreciated, and maybe needed, Substack’s commitment to free speech and hosting for unpopular (usually meaning conservative) views.

And it meant you had a voice distinctive enough to survive on your own, without a media company’s help.

Now? Not so much.

(Help me Make Substack Great Again)

Subscribe now

Substack ranks its most popular newsletters on “leaderboards.” (Unreported Truths is currently #5 on “Health Politics,” just after Dr. Joseph Mercola.) The most important leaderboard is “U.S. Politics,” which has by far the most “purple-check” accounts, those with over 10,000 paid subscribers.

The top “U.S. Politics” account is The Free Press, from Bari Weiss, an independent-to-conservative outlet that is undoubtedly the platform’s biggest success story.

But the next eight biggest U.S. Politics accounts now fall on the liberal/woke/progressive spectrum (including “The Bulwark,” which calls itself centrist but in fact suffers from terminal Trump Derangement Syndrome — its lead “story” today has the sarcastic headline Trump Mentals Strong. Like Nothing You’ve Ever Seen. Vietnam.)

Nate Silver, a truly independent voice, ranks tenth. Then the leftist chorus continues, with nine of the next 10 Substacks somewhere between super-liberal and, well, even more liberal than that. Matt Taibbi is the sole exception.

(Hide your eyes)

The politics shift has come with a second painful change: Substack is now increasingly filled with people who aren’t particularly interested in writing. I don’t mean bad writers, like Paul Krugman. I mean people who view the platform as a place for podcasting or video, delivered through an app.

The people who made the most of Substack 1.0, like Taibbi, Andrew Sullivan, even Heather Cox Richardson (a Massachusetts historian who was the first and arguably only organic liberal success story on Substack), built their audiences as writers.

So what’s happened?

Substack began with a very simple value proposition. It offered an easy-to-use newsletter creator and email engine along with an seamless link to Stripe. The combination was well worth the 10 percent fee Substack charged, especially for people like me, who needed a reliable (meaning non-censoring) host. Yes, Substack’s cut grew along with the audience. But most individual writers never grew so big that the 10 percent really mattered. Even those who did generally weren’t interested in trying to move a big audience.

Done with Substack subscriptions? Consider a one-time donation. Actually, don’t just consider it, do it!

Could Substack have stuck with a simple 10-percent-of-newsletters-business?

I don’t know. Other newsletter publishers charge less (one is trying to recruit me right now), although Substack still has a better brand than they do.

Either way, though, Substack wanted — and wants — to grow. It believes it can only survive as a media company by pushing podcasting and video offerings and encouraging readers and writers to use its app and its X-like “Notes” feature.

But the podcast and video business is both expensive and very competitive. You may have heard of a little company called YouTube (itself part of Alphabet, nee Google). On the right, Rumble is a $3 billion publicly traded company, while X has a massive audience for hosts like Tucker Carlson.

So, perhaps inevitably, Substack has gone left.

The problem, of course, is that leftist podcasting and video tends to be… what’s the word I’m looking for… hold on, it’ll come to me…

Boring.

Ahh, that’s it. Boring beyond belief. Aside from the momentary anti-Trump fervor of Donald Trump’s first term, Fox has destroyed MSNBC and CNN for a generation. Left-leaning comedians have largely ruined late night, ceding almost everyone under 50 (60?) to podcasters like Joe Rogan.

The original Substack had two unquestioned success stories: The Free Press and, yes, Heather Cox Richardson’s Letters from an American. Both were newsletters that turned into something more — but still remain centered around writing.

At the same time, Substack became known for its free-speech philosophy, which was very appealing to people like me — and a draw for readers. Not everyone knew what Substack was, but those who did knew what the brand stood for: free speech. Anyone who didn’t like it was welcome to whine about Nazis and leave. And individual writers could do just fine with a couple of thousand paying subscribers.

What does the Substack brand stand for now?

Endless interchangeable lefty podcasters who want to be the next Joe Rogan but are burning cash fighting over Substack’s audience base, which is tiny compared to other video hosts?

(You know what brand hasn’t changed? This one! Subscribe to Unreported Truths and get, well, the truth. For pennies a day.)

Subscribe now

Meanwhile, the conservative and independent thinkers and writers who made Substack different than the New York Times or other legacy media outlets are harder and harder to find, and Substack does less and less to promote them.

Maybe Substack will be able to make the leap into something like a left-wing Rumble. The company discloses very little about its growth or finances. Its last update on paid subscribers in March 2025, when it said it had passed the five million paid subscriber count. It had been announcing each one-million-subscriber milestone before that (it passed four million in November 2024), but it has been quiet since then. Does that mean its growth has stalled south of six million paid users? I don’t know.

What I do know is that Substack’s fizz has faded. Three years ago, Elon Musk wanted to buy Substack and make it part of X. Today, I suspect he couldn’t care less.

And that’s a problem all the boring liberal newsletters in the world can’t solve.

Read the whole story
bogorad
3 hours ago
reply
wtf does he care who else is on substack??
Barcelona, Catalonia, Spain
Share this story
Delete

Amazon CEO’s Talks With U.S. Officials Triggered Crackdown on Anthropic Models - WSJ

1 Share

LLM (google/gemini-3.1-flash-lite-20260507) summary:

  • Corporate Lobbying: amazon executives prompted government intervention by highlighting security flaws in rival technology.
  • Security Allegations: amazon claimed fables models revealed sensitive information exploitable for cyberattacks.
  • Administrative Reaction: white house officials enforced a ban on foreign access to high level ai models after reviewing claims.
  • Political Enforcement: president trump formalized the restriction to mitigate perceived risks associated with new ai development.
  • Regulatory Distrust: federal authorities questioned the operational security protocols maintained by leadership at anthropic.
  • Global Compliance: anthropic terminated user access to mythical and fable systems to avoid violations of federal mandates.
  • Labor Impact: government restrictions hampered internal research operations due to the company reliance on foreign born staff.
  • Technological Skepticism: the targeted startup dismissed the threat claims as routine vulnerabilities present in most competing software.

June 13, 2026 12:49 pm ET

Illustration of the Anthropic logo on a dark screen, set against a blurred background of blue-lit circuit board components.Researchers at Amazon had used a series of prompts to get Anthropic’s Fable 5 model to provide them with information. Dado Ruvic/Reuters

The Trump administration’s decision to halt all foreign use of Anthropic’s most capable AI models was prompted by conversations between Amazon AMZN -1.23%decrease; down pointing triangle Chief Executive Andy Jassy and U.S. officials including Treasury Secretary Scott Bessent, people familiar with the matter said. 

Researchers at Amazon had used a series of prompts to get Anthropic’s Fable 5 model to provide them with information that could be used to aid cyberattacks and was supposed to be off limits, Jassy told the officials, according to people familiar with the matter. Tech industry executives have been in regular touch with the administration about the power of cutting-edge AI tools. 

Shortly afterward, White House officials held a meeting to discuss how to respond and security researchers began testing Amazon’s claims. The group decided that the most direct way to address that risk was by preventing foreign governments, companies and individuals from accessing the tool, the people said. President Trump later signed off on the action, a senior White House official said. 

The administration had long felt that Anthropic, one of the leaders in America’s AI race, couldn’t be trusted to manage the security risks its new model presented. Friday’s call between some administration officials and Anthropic Chief Executive Dario Amodei reinforced that feeling, the people said. 

In response to the government’s move, Anthropic said it was shutting off access to Mythos and Fable to all users to make sure it complied, potentially hampering efforts by companies around the world to use the tools to identify software vulnerabilities. Many of the company’s researchers are foreign-born, meaning the government’s rule effectively prevented them from working on the latest models, Anthropic said. 

The talk with Amazon—a big investor in Anthropic that supplies the AI company with chips for data centers, while deploying its best models to identify software vulnerabilities—are a sign of how America’s largest companies and governments are navigating the emerging technology’s novel capabilities. Friday’s rapid events show how quickly new discoveries and experimentation can affect government restrictions and, potentially, company fortunes.

“As a leading cloud provider that serves a large number of private and public sector customers, it’s not uncommon for governments to seek our counsel on potential security risks. When they occur, we don’t share the details of these discussions,” an Amazon spokesman said. 

Anthropic has said that the vulnerabilities like those flagged by Amazon are relatively basic, that other publicly available models are capable of discovering them, and that they don’t represent a full so-called jailbreak, a point of view shared by some security researchers familiar with Amazon’s research. 

The startup says it has adequate safeguards in place and is known for giving priority to safety. It previously held off expanding access to Mythos at the direction of the White House.

This is a developing story and will be updated.

Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

Amrith Ramkumar is a reporter for The Wall Street Journal in Washington covering tech and crypto policy. He previously covered clean energy and was a Journal markets reporter in New York who wrote about special-purpose acquisition companies, or SPACs, when SPAC mergers were a popular alternative to traditional initial public offerings. He also previously wrote about stocks and commodities, including battery metals such as lithium and cobalt.

Amrith joined the Journal as a markets intern after graduating from Duke in 2017.


Videos

Read the whole story
bogorad
5 hours ago
reply
Barcelona, Catalonia, Spain
Share this story
Delete

Beirut Tells Paris the Truth About Hezbollah - WSJ

1 Share

LLM (google/gemini-3.1-flash-lite-20260507) summary:

  • European Delusion: the continent maintains a self-serving fantasy that hezbollah operates as two distinct political and military entities.
  • Administrative Fiction: france continues to coddle the group by demanding a theoretical separation that simply does not exist in reality.
  • Lebanese Admission: youssef raggi confirmed that the organization is a unified, illegal military force acting as an extension of iran.
  • Regional Destabilization: the group utilizes its unified structure to undermine lebanon and project influence on behalf of its patrons in tehran.
  • Diplomatic Absurdity: the premise that engaging with supposed political moderates produces stability is a proven failure that only worsens regional chaos.
  • State Replacement: the organization has effectively hollowed out the lebanese state while simultaneously funding operations through illicit drug trafficking.
  • European Inaction: individual nations like germany have been forced to act independently because the fantasy of eu consensus prevents a collective security response.
  • Global Security: the refusal to designate the entire entity as a terrorist organization serves only to protect financing and recruitment networks operating within europe.


June 12, 2026 5:36 pm ET

You may also like
Up Next
CheckboxEmbed code copied to clipboard
Your browser does not support HTML5 video.
0:00
Paused
0:00 / 26:12
After President Trump names Bill Pulte as acting Director of National Intelligence, the House fails to reauthorize the Section 702 surveillance program. What are the risks of letting that intelligence go dark? And now that Jay Clayton has been nominated for the permanent DNI job, how quickly will the Senate move to confirm? Photo: Christopher Arbisi

There’s a reason Europe considers Hezbollah only half a terrorist group. France has forced the European Union to distinguish between Hezbollah’s military and political “wings,” the one sanctioned and the other diplomatically respectable. One problem: It’s a fiction, as Lebanese Foreign Minister Youssef Raggi laid bare on Wednesday.

The question was posed on French TV: Has France’s longtime policy of pushing for political relations with Hezbollah in Lebanon been realistic? “It’s not realistic at all to differentiate between the political and military branches. Hezbollah is one entity,” Mr. Raggi replied.

“It’s an illegal military organization in Lebanon. It’s an armed extension of Iran,” he continued, “which Iran uses to control Lebanon and destabilize the whole Middle East.”

Your browser does not support the audio tag.
Opinion: Potomac Watch
WSJ Opinion Potomac WatchBill Pulte, Jay Clayton and the Surveillance Lapse of FISA Section 702
After President Trump names Bill Pulte as acting Director of National Intelligence, the House fails to reauthorize the Section 702 surveillance program. What are the risks of letting that intelligence go dark? And now that Jay Clayton has been nominated for the permanent DNI job, how quickly will the Senate move to confirm?Read Transcript

That’s an excellent summary to burst French illusions. The Hezbollah terrorists who wear suits and give speeches answer to the same leaders as the Hezbollah terrorists who use rockets and bombs to kill Israelis, Syrians, Americans and Jews everywhere. But even getting the French to permit EU sanctions on Hezbollah’s military in 2013 was a headache.

The argument is that the West needs to deal with Hezbollah to retain influence, encourage moderation and preserve stability. France, as the former colonial power, has a special relationship with Lebanon—and equities to protect. This was the basis of the compromise that pretends Hezbollah has discrete branches.

Hezbollah itself denies its political and military wings are separate entities, and EU engagement with the terrorists’ political representatives has yielded no moderation. Instead Lebanon’s instability worsened, as Hezbollah reconstituted its military, weakened and in some areas replaced the Lebanese state, massacred Syrians, and started two more wars with Israel.

Since 2013 several European states have had to take national measures against Hezbollah rather than wait for “EU consensus.” Germany found Hezbollah had fundraising, recruitment and propaganda networks on its soil, and Berlin took action in 2020. Hezbollah has conducted terrorism across Europe and supplements its Iranian subsidy by working the drug trade.

Listing Hezbollah in its entirety as a terrorist group wouldn’t tie France’s hands diplomatically, but it would help close networks across Europe that promote and finance terrorism. After Mr. Raggi’s forthright comment, no one can pretend that France blocks sanctions against Hezbollah for Lebanon’s sake.

imagePro-Iranian Hezbollah militants parade during a ceremony, Beirut, Sept. 20, 2025. Marwan Naamani/Zuma Press

Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

The Editorial Board speaks for free markets and free people, the principles, if you will, marked in the watershed year of 1776 by Thomas Jefferson's Declaration of Independence and Adam Smith's “Wealth of Nations.” So over the past century and into the next, the Journal stands for free trade and sound money; against confiscatory taxation and the ukases of kings and other collectivists; and for individual autonomy against dictators, bullies and even the tempers of momentary majorities. 


Videos

Read the whole story
bogorad
6 hours ago
reply
Barcelona, Catalonia, Spain
Share this story
Delete

Enter the Killer Robots: The Ukrainian Forging the Future of Warfare - The New York Times

1 Share

LLM (google/gemini-3.1-flash-lite-20260507) summary:

  • Technological Evangelism: the defense minister advocates for replacing traditional military personnel with autonomous machines and standardized software applications.
  • Automated Warfare: the strategic goal aims to normalize lethal decision-making by robots under the justification of national security and protection.
  • Strategic Objectives: military planning mandates the use of drones to intercept missiles, maximize enemy attrition, and target economic infrastructure.
  • Administrative Friction: a persistent divide exists between civilian tech advisors and entrenched military leadership regarding the practical application of battlefield hardware.
  • Corporate Integration: the ministry facilitates deep collaboration with silicon valley firms to refine artificial intelligence for intelligence processing and strike coordination.
  • Prototyping Practices: weapon manufacturing relies heavily on disposable and makeshift components constructed in informal workshop settings to ensure low-cost production.
  • Data Monetization: the state leverages vast libraries of violent combat footage filmed by drones to train international artificial intelligence models.
  • Mathematical Reductionism: the current leadership approaches war through the lens of data management, viewing human combat losses as variables to be optimized.

As Ukraine’s 35-year-old defense minister strolled about in tennis shoes, jeans and a fleece, gazing at displays of his country’s latest crop of oddball weapons, he paused to eye one gigantic, ungainly new device.

It was a drone with muscular carbon fiber arms stretching eight feet to each side, propellers the size of scythes, and a sprawl of wires, protruding antennas and Velcro straps. The drone substitutes for a 155-millimeter howitzer, carrying shells to targets and dropping them.

“Can you make it bigger?” the minister, Mykhailo Fedorov, asked the drone’s developers during a recent defense exhibition. They were working on it, they replied.

The future of warfare is being written in Ukraine, and Mr. Fedorov, a technology evangelist who is four months into his job, is one of its authors.

In the same way that apps remade taxi services and food delivery, Mr. Fedorov believes that warfare is ripe for disruption. That, he says, means offloading the fighting as much as possible onto machines — including, someday, those that can make lethal decisions on their own.

“The world needs security, and only autonomous weapons can ensure it,” Mr. Fedorov said in an interview in his office at the Ministry of Defense. “Autonomous weapons are the new nuclear weapons. Countries that possess them will be protected.”

While killer robots may seem a horrifying prospect, something out of dystopian science fiction, the race for them is on worldwide.

In Ukraine, the use of artificial intelligence in weapons is still in its infancy. It is most helpful now in target recognition, like helping a drone pilot pick out a camouflaged tank hidden in a forest. But the technology is improving, and Mr. Fedorov sees it as a pillar of Ukraine’s broader embrace of new-generation weapons that have kept its outnumbered military in the fight.

These weapons power a strategy, devised by Mr. Fedorov and endorsed by President Volodymyr Zelensky, that is intended to force Russia into a settlement to end the war.

ImageSeveral people wearing sunglasses gather around a table with multiple black drones. A white banner saying "DRONARIUM ACADEMY" is behind them.
Devices on display at a drone expo in the Kyiv region of Ukraine in March.Credit...Brendan Hoffman for The New York Times

The strategy, called Air, Land, Economy, envisions using drones and other advanced weapons to intercept at least 95 percent of incoming Russian drones and missiles; to kill or seriously injure more soldiers than Moscow can recruit; and to weaken the Russian economy by blowing up oil export terminals.

Want to stay updated on what’s happening in Ukraine? , and we’ll send our latest coverage to your inbox.

There has been pushback within the Ukrainian military against Mr. Fedorov’s futuristic talk of robot warfare, leading to what analysts say is a power struggle between him and generals. Some commanders say the idea of a rapid transition to unmanned battle is disconnected from the grim reality of muddy trenches and broken bodies.

Mr. Fedorov appears undeterred. In the interview, he said he held about a dozen meetings a day, working 10 or 12 hours, as part of his mission to push the military to adopt technology more quickly. He gets by on a restrictive diet that includes salads and bread made from buckwheat.

His interest in technology began with the video games he played as a teenager in the steel-making city of Zaporizhzhia. He turned his hobby into a tech career, starting a digital advertising business before graduating from college, and becoming a partner with Facebook in selling targeted ads on the platform.

Mr. Zelensky hired Mr. Fedorov to run social media advertising for his 2019 presidential campaign, then appointed him at age 28 to lead the ministry in charge of digitizing government services.

When Mr. Fedorov, who has never served in the military, moved to the Defense Ministry this January, he brought with him a team of advisers and data analysts. Mostly young men and women, they stand out for wearing sweatshirts to work. Mr. Fedorov set up a Ping-Pong table in one hallway.

Image
A person wearing a black jacket and bluejeans sits on a conference room table. In the background, a line of flags on poles displays blue and yellow, blue with yellow stars, and various red, blue, and dark gray designs.
“Autonomous weapons are the new nuclear weapons,” said the Ukrainian defense minister, Mykhailo Fedorov. “Countries that possess them will be protected.”Credit...Brendan Hoffman for The New York Times

Through the full-scale war that started in 2022, Mr. Fedorov has been Ukraine’s point person for contact with Silicon Valley. To attract military technology, he has promoted the war as a test bed for defense ventures.

He has met in Ukraine with Alex Karp, the chief executive of the defense-focused data analysis company Palantir, and with Eric Schmidt, a former chief executive of Google who founded a venture fund, D3, focused on weapons development in Ukraine.

After a meeting this week with Mr. Karp, Mr. Fedorov said that Ukraine was working with Palantir to further integrate A.I. into warfare, including systems to analyze air attacks, process intelligence data and plan for deep strikes into Russia.

During the recent defense-technology exhibition that Mr. Fedorov attended, a vast array of innovative Ukrainian battlefield products — the sort he has championed — were on display.

There were spools of fiber-optic wire that guide drones impervious to electronic jamming. There was a weapon made from a balloon, a palm-sized surveillance drone and a green unmanned ground vehicle that looked like a table mounted on a mini-bulldozer. There were dozens of prototypes of small “smart” weapons to replace machine guns, sniper rifles, tanks and artillery systems.

Mr. Fedorov eyed one microwave-oven-sized remote-controlled plane with a plastic fuselage shaped like a loaf of bread. The weapon, a dirt-cheap exploding drone, was called Loaf. “That’s a game changer,” he said.

Like much Ukrainian battlefield tech, the devices appeared soldered or duct-taped together in someone’s garage. Mr. Fedorov asked about prices. Everything had to be cheap and disposable, he said, because a lot would be shot down or blown up.

Mr. Fedorov wants to use this technology to eliminate as many Russian soldiers as possible.

Both armies endure high casualties, as drones buzz continually over the battlefield, posing lethal dangers to any soldier or vehicle that moves within the “kill zone,” a miles-wide strip along the front line that is dominated by unmanned weapons.

Image
A blue and yellow flag sits on a vehicle's dashboard in the foreground. A road through a snowy landscape stretches into the distance, with people on scaffolding and poles holding up netting.
Soldiers installing anti-drone netting over a road between Izium and Sloviansk in March.Credit...Brendan Hoffman for The New York Times

Mr. Fedorov called this phase of the war “targeted destruction.” He said his goal was to raise the Russian casualty rate from about 35,000 killed and wounded a month now to more than 50,000, a level he said would slow the invasion and then halt it.

An aide, Valeriya Ionan, said Mr. Fedorov “believes in the mathematics of war.”

In the future, Mr. Fedorov said in the interview, robotic systems will do all of the fighting. The kill zone will empty of people entirely, he said. Unmanned systems will fight among themselves, he added, on the ground and in the air.

As robotic systems improve, he said, there will be an understanding that large-scale human losses in war “are unsustainable, and warfare will evolve again.”

Wars, however, tend to spiral in unpredictable directions, and taking humans out of the loop could compound that risk.

Mr. Fedorov’s vision has at times conflicted with that of Ukraine’s military leaders.

The armed forces’ commander in chief, Gen. Oleksandr Syrsky, has not shied away from battles fought with traditional tactics of armored vehicles and infantry maneuvering in the fields. He won major victories earlier in the war with such strategies.

A dispute between Mr. Fedorov and the military command spilled into the open last month.

A Ukrainian unit called Skala attempted a risky assault in armored vehicles near the city of Pokrovsk in eastern Ukraine, losing four vehicles. Soldiers were killed and wounded, though the numbers are disputed.

Afterward, an adviser to Mr. Fedorov, Serhii Sternenko, sharply criticized the tactics in a social media post. “We often laugh at the enemy when he sends his troops in columns,” Mr. Sternenko wrote, referring to armored columns. “Treating our people like this is a crime. There should be accountability.”

Skala lashed back, accusing Mr. Sternenko of nurturing fantastical ideas unhinged from battlefield realities.

In a post on its Facebook page, the unit wrote that the assault group took necessary risks to save comrades in need of backup. “If Mr. Sternenko knows how to organize assault actions against the enemy’s strong points in Pokrovsk,” it said, he should enlist in the army and fight.

Still, frontline brigades have generally embraced whatever edge technology can bring.

“We have a young minister who is into technology, who is on one wavelength with us,” said Kyrylo Veres, commander of the K-2 brigade, which was an early adopter of exploding first-person-view drones early in the war. With Mr. Fedorov, “we don’t have to explain anything,” Mr. Veres added.

Image
Three people stand outdoors. A person on the left speaks with a raised hand, facing the one in the center, who wears a black vest with the text “BRAVE1.”
Mr. Fedorov, center, at the drone expo.Credit...Brendan Hoffman for The New York Times

Public opinion polls show wide support for Mr. Fedorov’s work as defense minister. Mr. Zelensky has praised him, saying he is “grateful for the increasing volumes” of drones reaching the military.

One silver lining of the war, Mr. Fedorov said, has been the vast troves of data it has generated.

He is leading an effort to monetize or trade Ukrainian war data, including a library of more than five million annotated videos of the battlefield filmed by surveillance and strike drones. These include footage showing how humans behave as killer drones close in, such as running or hiding.

Last month, the Defense Ministry, through a program called Avenger Labs, opened up the data sets to companies from allied nations to train artificial intelligence models.

Human rights groups oppose the use of A.I. in lethal weapons. But Mr. Fedorov argued that “the risks are not as high as you think.” For now, the technology is focused mostly on identifying military equipment, not soldiers, aides said.

Access to Avenger Labs is conditioned on Ukraine receiving the A.I. models that are produced from the data. About 20 companies have expressed interest.

“It’s a win-win approach,” Mr. Fedorov said.

Evelina Riabenko and Yurii Shyvala contributed reporting from Kyiv and Lviv, Ukraine.

Read the whole story
bogorad
7 hours ago
reply
Barcelona, Catalonia, Spain
Share this story
Delete

Anthropic Releases Claude Fable 5, Restricts Mythos 5

1 Share

LLM (google/gemini-3.1-flash-lite-20260507) summary:

  • Productized Control: the company utilizes a two-tier release strategy to arbitrarily decide which users gain access to unrestricted technological capabilities.
  • Strategic Manipulation: the firm manufactures a competitive tempo by choreographing product rollouts to force rivals into reactionary positions.
  • Artificial Scarcity: withholding the most potent model features from the public serves as a calculated method to cultivate brand prestige and institutional leverage.
  • Governance Illusion: safety policies are rebranded as disciplinary measures to justify actings as an unaccountable gatekeeper of private innovation.
  • Regulatory Confrontation: the organization employs legal resistance against government oversight to solidify its own autonomy over military-grade technology.
  • Marketing Posturing: technical benchmarks and performance claims are prioritized to dominate market attention before third-party verification occurs.
  • Brittle Positioning: the centralized control of access creates significant vulnerability, potentially inviting severe regulatory scrutiny or commercial instability.
  • Elite Clubbing: the restriction of advanced tools to favored institutional partners risks transforming the firm into an exclusionary power broker.

Anthropic's most aggressive product launch is also its most conspicuous act of restraint. On Tuesday the company released Claude Fable 5, its most capable public model, while reserving Claude Mythos 5, the same underlying system with some safeguards lifted, for vetted cyberdefenders, infrastructure providers and, eventually, selected biology researchers. The public gets the power. The chosen few get fewer brakes.

That is not merely a safety policy. It is a competitive strategy.

The capability claim.

Stripe tested Fable 5 on a 50-million-line Ruby codebase and, according to Anthropic, watched it complete in a day a migration its engineers had expected would take a team more than two months. Anthropic also says Fable 5 is state of the art on nearly all tested benchmarks, especially on long, complex tasks in coding, analysis, vision and scientific work. The usual caveat applies: vendor benchmarks and customer anecdotes are marketing until the market reproduces them. But the launch still marked a shift. A company founded in 2021 is now setting the pace to which older, richer rivals must respond.

The details matter. Fable 5 and Mythos 5 are priced at $10 per million input tokens and $50 per million output tokens. Fable 5 was available at launch through Anthropic's API and AWS, and GitHub made it available in Copilot the same day. This was not a research demo tossed over the wall. It was a planned deployment across the channels developers already use.

Productized control.

At first glance, the two-tier release looks like compromise. It is better understood as productized control. Anthropic says Fable 5 sends requests involving cybersecurity, biology and chemistry, or model distillation to the older Claude Opus 4.8 instead. It also says more than 95% of Fable sessions involve no fallback at all. Mythos 5, meanwhile, goes first to Project Glasswing partners and other trusted users. Anthropic is not simply deciding what to release. It is deciding who gets the dangerous version, under what conditions, and on what timetable.

A lesson from Moltke.

That is why the military analogy fits. Under Helmuth von Moltke, Prussia's general staff made war less a matter of inspiration than of preparation: rail schedules, mobilization tables, war games, repetition. At Königgrätz in 1866 and Sedan in 1870, Prussia forced larger or older powers to fight on a timetable Prussia had already rehearsed. The point was not romance. It was tempo.

Stay ahead of the curve

Strategic AI news from San Francisco. No hype, no "AI will change everything" throat clearing. Just what moved, who won, and why it matters. Daily at 6am PST.

No spam. Unsubscribe anytime.

Anthropic is applying that lesson to model release. Preview with trusted partners. Measure the danger. Build the fallback. Launch broadly. Withhold the sharper edge. Expand access case by case. Each step makes rivals react to Anthropic's sequence rather than their own.

Clausewitz supplies the warning. An advancing army can pass the culminating point of victory, the moment its momentum outruns its supply lines. Anthropic's supply lines are not railroads and ammunition. They are safeguards, compute, cash, legal tolerance and public trust. If Fable 5's safeguards fail in the wild, selectivity will look less like discipline than theater. If trusted access becomes a club for favored institutions, restraint will look like gatekeeping. If rivals match the capability without the restrictions, caution may look like hesitation.

The Pentagon fight.

The Pentagon dispute makes the stakes plain. Anthropic's fight with Defense Secretary Pete Hegseth centered on whether Claude could be used without the company's restrictions on fully autonomous weapons and mass domestic surveillance. The Pentagon designated Anthropic a supply-chain risk, limiting use of Claude in military contracts; Anthropic said it would challenge the designation in court. Reuters reported this week that the Justice Department is now contesting Anthropic's lawsuit on procedural grounds, while acknowledging that U.S. agencies moved against the company after it resisted Pentagon demands over military uses.

OpenAI then took a Pentagon agreement of its own. But this is where the original cartoon version of the story breaks down. OpenAI says its deal preserves red lines against mass domestic surveillance, autonomous weapons direction and high-stakes automated decisions, and that it retains control over its safety stack. That does not erase the contrast. It sharpens it. The contest is no longer between "safety" and "the military." It is between different models of who controls AI capability once the state wants it: the government, the vendor, or a negotiated stack of contracts, classifiers and human oversight.

Anthropic's wager is that saying no can increase power. It turned refusal into brand, brand into distribution, and distribution into leverage. Customers now understand that the strongest Claude may not be the Claude they can buy. Washington understands that Anthropic's red lines are not merely website copy. Rivals understand that every launch will be judged against Anthropic's mixture of capability and control.

That may prove to be a formidable position. It may also prove brittle. A company that appoints itself gatekeeper for frontier capability invites scrutiny from customers, competitors and governments. The more valuable Mythos-class systems become, the more pressure Anthropic will face to explain why one hospital, bank, lab or agency gets access and another does not. Safety discretion can become market power. Market power can become a political target.

For now, Anthropic has done what every strategist hopes to do. It has made others move on its schedule. It shipped the strongest public model it was willing to release, kept the sharper version for vetted hands, and forced the Pentagon fight onto terrain it had already chosen.

The next test is whether that discipline holds when the terrain is no longer Anthropic's to choose. The court fight over the supply-chain-risk designation, the rollout of trusted access, and the next Mythos-class model will show whether restraint can remain a weapon once everyone else starts firing back.

Frequently Asked Questions

What is the difference between Claude Fable 5 and Claude Mythos 5?

They are the same underlying model. Fable 5 is the public version, carrying guardrails that reroute certain requests to an older model, Claude Opus 4.8. Mythos 5 has some of those safeguards lifted and goes first to Project Glasswing partners and other trusted users, with selected biology researchers added over time.

What does Claude Fable 5 block, and how often?

Its classifiers route requests involving cybersecurity, biology and chemistry, or model distillation to Claude Opus 4.8 instead of answering directly. Anthropic says the safeguards are tuned conservatively and sometimes catch benign requests, but that more than 95% of Fable sessions involve no fallback at all.

Why did the Pentagon designate Anthropic a 'supply chain risk'?

The fight with Defense Secretary Pete Hegseth centered on using Claude without Anthropic's limits on fully autonomous weapons and mass domestic surveillance. The Pentagon then restricted Claude in military contracts. Anthropic says it will challenge the designation in court, and Reuters reports the Justice Department is now contesting the suit on procedural grounds.

Did OpenAI take Anthropic's place on defense work?

OpenAI struck its own Pentagon agreement. OpenAI says the deal preserves red lines against mass domestic surveillance, autonomous weapons direction, and high-stakes automated decisions, and that it retains control over its safety stack. The contrast is less about safety versus the military than about who controls AI capability once the state wants it.

How much does Claude Fable 5 cost and where can I use it?

Fable 5 and Mythos 5 are priced at $10 per million input tokens and $50 per million output tokens. Fable 5 was available at launch through Anthropic's API and AWS, and GitHub made it available in Copilot the same day.

AI-generated summary, reviewed by an editor. More on our AI guidelines.

The Government Wants Model Safety. It Also Wants First Access.
On Friday, April 17, Dario Amodei met White House chief of staff Susie Wiles and Treasury Secretary Scott Bessent to talk about a model his company would not release. Anthropic had limited Mythos to a
The Implicator
OpenAI Ships GPT-5.4-Cyber, Expands Trusted Access to Thousands of Defenders
OpenAI on Tuesday unveiled GPT-5.4-Cyber, a variant of its flagship model fine-tuned for defensive security work, and opened tiered access to thousands of verified defenders through its Trusted Access
The Implicator
Anthropic Opens Claude Security Beta as Mythos Access Fight Deepens
Anthropic has published Claude Security today for Claude Enterprise customers globally, according to company materials shared with The Implicator. The public beta turns the February Claude Code Securi
The Implicator
Marcus Schuler

Marcus Schuler

San Francisco

Editor-in-Chief and founder of Implicator.ai. Former ARD correspondent and senior broadcast journalist with 10+ years covering tech. Writes daily briefings on policy and market developments. Based in San Francisco. E-mail: <a href="mailto:editor@implicator.ai">editor@implicator.ai</a>

Read the whole story
bogorad
1 day ago
reply
Barcelona, Catalonia, Spain
Share this story
Delete

Exclusive | OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic - WSJ

1 Share

LLM (google/gemini-3.1-flash-lite-20260507) summary:

  • Strategic Price Reduction: openai explores slashing token costs to wrestle market share away from its competitor anthropic.
  • Escalating Corporate Skepticism: business leaders are increasingly wary of ballooning artificial intelligence expenditures and questionable productivity returns.
  • Desperate Margin Erosion: the prospect of price warfare threatens to deepen the massive operational losses already hemorrhaging from both firms.
  • Interchangeable Commodity Services: investors fear that the ease of switching between rival service providers renders these products mere interchangeable commodities.
  • Race For Enterprise Loyalty: openai attempts to force its way back into the good graces of corporate clients after losing valuation ground to anthropic.
  • Budgetary Reality Bites: major corporations are now actively curbing artificial intelligence usage as the initial hype meets the harsh constraints of financial budgets.
  • Optimistic Exit Plans: despite burning through capital at an absurd rate, openai moves forward with confidential plans for an initial public offering.
  • Tokenmaxxing Delusions: silicon valley elites engage in circular debates regarding the absurdly wasteful consumption of compute resources for nonprofitable innovation.


A person stands next to the glowing ChatGPT logo.The logo for ChatGPT, OpenAI’s chatbot. Bhawika Chhabra/Reuters

OpenAI is considering drastically lowering the prices it charges users as it seeks to win customers from its rival Anthropic.

The company is weighing significant cuts to what it charges for tokens, the unit of measurement artificial-intelligence firms use to bill for their products, according to people familiar with the matter. The move would be in anticipation of similar cuts the company expects at Anthropic, the people said. 

Business executives have begun to balk at the high prices for AI usage. OpenAI Chief Executive Sam Altman said at a recent event that costs had become “a huge issue.”

“I think we’ll have a lot of ways we can help people get more value for less spend,” he said.

Drastic price cuts could potentially erode the profit margins of both companies, which already lose billions of dollars because of the enormous cost for computing resources needed for AI systems to process queries and carry out tasks.

OpenAI is trying to catch up with its younger rival in the race to win enterprise customers that are paying large amounts of money for AI tools that can improve workplace productivity. Anthropic’s revenue recently surged after its coding tool Claude Code went viral among software engineers, and the five-year-old startup surpassed OpenAI’s valuation for the first time. OpenAI has since made its own coding tool Codex a focus of the company.

Some corporations poured so much money into Anthropic’s products that their leaders are now seeking to rein in spending. Earlier this year, an Uber executive said the company had maxed out its 2026 budget for agentic, or autonomous, AI use, and another company leader said last month that it was difficult to link AI coding productivity improvements to new customer features.

Such comments from many executives have triggered a debate within Silicon Valley about tokenmaxxing, or the practice of using as many tokens as possible to boost productivity, including in ways that don’t generate returns on investment.

A price war would be an early test of the strength of both companies’ business models ahead of hotly anticipated public listings. OpenAI and Anthropic have captured the majority of revenue from new AI products, powering their rise. But an underlying risk that investors have long identified is the interchangeability of their products, and the ease with which customers can abandon one for the other.

OpenAI confidentially filed for an IPO earlier this week, following in the footsteps of Anthropic. In a recent Slack message to employees, Altman said the company plans to go public “within the next year.” The message was earlier reported by the Information.

The company said in a confidential filing statement that there were “things we want to do that are likely easier as a private company,” but declined to elaborate further. 

News Corp, owner of The Wall Street Journal, has a content-licensing partnership with OpenAI.

Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

Appeared in the June 11, 2026, print edition as 'OpenAI Weighs Drastic Price Cuts'.

Berber Jin covers startups and venture capital out of the Wall Street Journal's San Francisco office. His articles focus on the money and people powering Silicon Valley, with a recent focus on artificial intelligence. He previously covered the same topic for the Information, where he won a Best in Business award from the Society for Advancing Business Editing and Writing.

Berber is originally from Scarsdale, N.Y., and graduated from Stanford University.

Keach Hagey is a reporter at The Wall Street Journal covering the intersection of media, technology and power. Her reporting explores how institutions and individuals wield influence in the new information economy, with a current focus on artificial intelligence and OpenAI. She is the author of "The Optimist: Sam Altman, OpenAI, and the Race to Invent the Future" (W. W. Norton, 2024) and "The King of Content: Sumner Redstone’s Battle for Viacom, CBS and Everlasting Control of His Media Empire" (Harper Business, 2018).

She was part of the team that broke the Facebook Files, a series that won a George Polk Award for Business Reporting, a Gerald Loeb Award for Beat Reporting and a Deadline Award for public service. Her investigation into the inner workings of Google’s advertising-technology business won recognition from the Society for Advancing Business Editing and Writing (Sabew).

Previously, she covered the television industry for the Journal, reporting on large media companies such as 21st Century Fox, Time Warner and Viacom. She led a team that won a Sabew award for its coverage of the power struggle inside Viacom.

Before joining the Journal, Keach covered media for Politico, the National in Abu Dhabi, CBS News and the Village Voice. She has a bachelor’s and a master’s in English literature from Stanford University. She lives in Irvington, N.Y.


Up Next


Videos

Read the whole story
bogorad
1 day ago
reply
Barcelona, Catalonia, Spain
Share this story
Delete
Next Page of Stories