binlog

You expect the fbi to give him an opportunity to update his LinkedIn after arresting him?

How can they even make this claim? Dude was working there for over a year. He could have taken anything.

Technical skill and common sense/street smarts are usually inversely related.

A company that catches a spy does have better security than one that has not caught any spies.

Always be selling

1. Research is not the only espionage target. Executive level discussions – future launch decisions, major deals signed with other companies, relationships with governments, blackmail material – are all very valuable.

2. An operation can be state-sponsored and still amateurish/botched. We have seen plenty of examples of these. Remember a certain bone saw?

3. The incentive can be a lot more than financial. Plenty of governments are very…persuasive.

Similar to how people realized their Google searches were accessible to law enforcement.

“I did not kill my wife!”

“Cool so why did you search for how to hide a dead body the same day she went missing?”

Man really switched to his wife’s account and thought no one would be able to track him there. Calling this amateur would be an insult to amateurs.

A camera behind every TV in the office would be something…

But no the boring answer is that after they found the device they left it in place and planted the camera to see who came looking for it.

Lots more details here: https://sfstandard.com/2026/10/13/openai-engineer-arrested-a...

Hard to keep a DoJ/FBI investigation under wraps

Raising the price of your product from $130 to $300 in a span of 3 months while not adding any new useful features is crazy even for Apple.

Because creating a successful company takes a lot more than writing code.

Anthropic could easily build a CRM equivalent to or better than salesforce but they still wouldn’t be able to compete with salesforce. It makes a lot more sense to sell salesforce tokens instead.

Almost every company in the above list is profitable.

Every company in existence is likely going to 0 at some point in its life. So then what is a good investment?

Limiting usage on heavily subsidized subscription plans is not the same as cutting access to their models. Switch to API billing and you can have as many tokens as you want. In fact their salespeople will aggressively try to sell you more.

So would you consider putting money into the Tesla IPO a bad investment?

How are they limiting it?

It’s not “good research” when they are wrong >50% of the time. If you invested money in every IPO they told their subscribers to avoid you’d be very rich today.

New Constructs is bearish on every tech IPO. Easy to reinforce your bias by selectively looking at instances where they were right, like WeWork, but they also predicted failed IPOs for Spotify (+219%), Uber (+60%), CrowdStrike (+3136%), Cloudflare (+2306%), Palantir (+1991%), Snowflake (+51%), DoorDash (+93%), Robinhood (+187%), ARM (+422%), Instacart (+59%), Reddit (+370%), CoreWeave (+105%), SpaceX (+20%) and lots more.

So whatever your stance on Anthropic this particular analysis is safe to ignore.

With LLMs in the picture there’s no excuse for signing a contract without reading it because it was too long or hard to understand. Adobe makes its terms pretty clear. You are entering a one year commitment.

Because every VC knows that one of OpenAI/Anthropic/Nvidia/Microsoft/Google/Meta/SpaceXAI/AMD/Stripe... will acquire them within the next year for talent alone.

The model itself is a negligible part of the valuation. The company is priced as an acquisition target.

Either the Russian people are pro-war, in which case retaliation to defend yourself is good.

Or they are anti-war but helpless to stop it, in which case retaliation to defend yourself is also good.

Either way if your country's existence is threatened and your people are being killed you don't sit back and do nothing because you are scared it'll make the attacker unhappy.

If a foreign nation gets the capabilty to directly strike US soil we are way past worrying about us-east-1

> I fear most Russians will just turn on Ukraine

As opposed to right now where they are the best of friends?

> Last month I was going through data from NASA's TESS telescope

Literally the first line of the post.

With the way the HuggingFace incident was mishandled, both before and after it happened, I'm not surprised they'd want to clean house at least a little bit.

You guys were asleep at the wheel and are now blaming "the company"? You literally were the company.

What happens when the founder of node.js walks away? Nothing, because the project is community driven and is backed by the Linux foundation.

Right up until the day the founder gets bored and leaves Anthropic, or some middle manager does a reorg and the project isn't important to them anymore.