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Joined 1 month ago
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Cake day: October 2nd, 2026

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  • I think most the serious investors know. But, in a bubble, stock value can keep going up long past the point that makes sense. If you think that’s going to happen, it can make sense to invest even if you think it’s a losing play in the long run.

    This should really make the timing more urgent for Anthropic. I was legitimately surprised when they decided to delay the IPO.

    Also there’s still a real chance that Anthropic has some real value proposition that I’m not understanding, though I’ve yet to find someone who can make a coherent argument for what that looks like.


  • Right? This is going to be an interesting story to follow.

    On the one hand, they don’t want to IPO right now, probably because they don’t think investors are keen to buy at the price they’re asking.

    On the other hand, I don’t really see things getting better for them as long as cheap open-weight models that are almost as good as Anthropic’s exist. As more people figure this out, I think it’s going to get worse not better. So I don’t think they can afford to wait long.



  • “The outputs of this opt-in vulnerability scanner will be fully model-generated, without human review or triage,” Anthropic explained. “This will enable faster and more frequent scanning, but means that it is possible reports will be incorrect or invalid.”

    When I saw the headline, I was wondering about this specifically. This may make this service not super useful.

    My experience with AI security reviews is that they’re fantastic at finding faults, but they always find a list of things to complain about. If there are no real/serious faults they’ll start finding things that kind of have the same shape as a security issue, but really aren’t if you dig into them. I’ve regularly had an LLM generate a list of 10-15 issues ranging in severity from “nits” to “critical” where none of them were actual issues.

    Periodic reviews seem like they could get annoying really quickly, becoming more of a maintenance burden than a help.