amalia negreponti

Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. 34.5% of SpaceX's revenue last quarter was from compute-as-a-service to Dario Amodei, and Anthropic has committed to spending up to $120.5 billion through 2029. He will be paying Elon $3.1 billion a month starting in December 2026.

Tyler Cowen: 'I am not even sure what to say at this point. We need a radical revaluation of this work, and of the associated policy arguments. More generally, this is only a single step in the story of how AI is going to revise economic science, and indeed past research more generally. As I stress in many of my recent talks, there will be significant gains and losses in status, with the losses often outweighing the gains. I see this as one of those cases.'

Sam Altman's one-person company prediction is coming true. Anthropic just bought one. The founder of Mithril Medicine used Claude to take a muscular dystrophy antibody treatment from concept to proof-of-principle in mice in 18 months, with just himself, Claude, and part-time consultants. The technical report is great. I will quote: 'The week opened with the handover of two cell-based assays, cell adhesion and flow cytometry, within our team, while eleven questions remained open with the assay CRO. In two sentences, one of us asked Claude to review the latest emails between the outgoing assay lead and the assay CRO and to recommend next steps for the handover, and gave it the link to the handover folder. Claude returned a bottom line after 96s and a full plan with five drafted emails after 18 min. For the full plan it read six email threads, the handover folder, two slide decks and two reports, all in the mailbox and file store to which we had given it access. Four working days later, nine of the eleven questions had an answer in writing and the other two had been left to pilot experiments. The adhesion screen was thereby set out in writing. The CRO drew the plate map to the format that our team had requested, Claude compiled the run order and the material calculation from the production data, and one of us reviewed and approved them. On day 4, the production CRO delivered its data package, a report of 341 pages, which one of us forwarded to Claude in two sentences, with the request to review it, share observations and recommend next steps. Claude returned a bottom line after 2 min 40s and, once it had read every page, a visual synthesis of all 113 constructs after 7 min 53s. The synthesis arranged the constructs on the grid of 14 by 8 arms. Claude marked 82 constructs for screening as is, seven for additional polishing, and the 24 constructs of three laminin-binding arms to be held back from the cell-based assays on production criteria. Each of the 113 constructs thus had a proposed next step in less than 8 min. Claude had recommended binding kinetics for all 113 con-structs, and on day 7 one of us challenged this plan. Claude defended it within 27s, arguing that affinity would show whether the three arms merit further work. One of us overruled this recommendation and set the three arms aside on production criteria. Their material remains in storage. Four minutes later, Claude had revised its memo, the working page, the run order and three unsent drafts from 113 to 89 constructs. It had also applied the ruling to three dependent steps in the unsent drafts, each flagged for our veto. The exchange took 7 min 36s from challenge to new plan, and every affected email was still an unsent draft. After the ruling, eight emails drafted by Claude went out on the same day to three CROs and a consultant. Over the whole week, Claude drafted 17 emails, each in answer to a request from one of us, and we sent 12 of them, each after editing. With its drafts, Claude listed 41 points, such as tube fills, shipping conditions, recipients and assay settings, for which it had found no written statement of ours, so that we could confirm, change or strike each before sending. We kept some, struck others and changed one. Among the passages that we kept were proposals for controls. One draft proposed a comparison of polished and unpolished material on one sensor chip, to size the error that impurities cause in the rest of the panel. Another requested a buffer control diluted like the most dilute sample, so that any effect of the buffer appears at its largest. These proposals concerned the measurement of constructs that had already been produced, and each reached a CRO only after one of us had reviewed and approved it.