Today I was on the phone with someone who suggested maybe the AI bubble was bursting and that was what was going on with AI stocks. Well, maybe! I don’t know! I’ve seen a lot of attempts to explain why the market was up yesterday and is down today and this is the best one of the bunch.
[FT Alphaville]
Among other findings, METR says that Anthropic is “likely improving the capabilities of their models on well-specified tasks at around twice the rate they did between March 2024 and October 2025,” “likely” thanks to the “extensive” use of AI for R&D.
METR was in communication with Anthropic on this report starting in mid-August, and it submitted the final public report on November 3rd; in mid-September, CEO Dario Amodei published his “We Must Pace the Frontier” essay. Anthropic co-founder Sam McCandlish says that the company plans to share “a report with our own analysis of the speed of AI progress within Anthropic.”
Update: Added context from McCandlish.
The new version of Google’s video generation model allows you to generate clips at a specific length, from three to 15 seconds. Google says Omni 1.2 Flash can also make edits to a video without re-generating the entire clip, and is better at generating scenes with continuous camera movements and “natural-sounding” dialogue.
AI companies have a new threat: a wave of Democrats who campaigned against them.
In a 20-minute video, Mark Brown of Game Maker’s Toolkit walks through his feelings over a Claude Code-made clone of his own Word Play game. He’s more even-keeled than I would be about Claude replicating something he made over the course of seven months in just twelve minutes.
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Economist Willy Shih on his new book Where Does My Stuff Come From?, RAMageddon, and why we still can’t make the iPhone in America.
The deal, Anthropic’s first with a publication, was struck ahead of the midterms, Adweek reports. Thanks to the deal, if you “opened Claude on Election Night and asked it for an update on the latest polling data, you would have been treated to a novel sight: up-the-minute information, provided by and attributed to the Associated Press,” according to the publication.
