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ResearchTrue, butLab Not FieldMembers
Benchmark-only doubling
The doubling is real on one ruler: Anthropic's internal benchmark index. METR says that ruler covers well-specified tasks, and Anthropic redacted most of the rest.
Ajeya Cotra on Planned Obsolescence, reading METR's assessment and Anthropic's S-1 statement that it may imminently meet its own threshold ·
AI illustration
METR's independent review does estimate about 2x, and rules out a compute surge as the cause.
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The $2.5 trillion Nasdaq loss on 5 November is real. Blaming it all on the blue wave crops out a month of AI selling that came first.
The Guardian business live blog, with President Donald Trump blaming the 'Dumocrats' ·
AI illustration
the Nasdaq did fall 5.5% on 5 November, and the Guardian puts the market value lost at $2.5 trillion.
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Microsoft let its Oracle GPU rental lapse. Oracle answered with a 20% renewal premium from a different batch of capacity, and nobody has said who takes Microsoft's share.
Oracle spokesperson, responding to a Bloomberg News report carried by Reuters ·
AI illustration
Bloomberg, via Reuters, says Microsoft declined to renew and has been switching capacity off.
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Microsoft is winding down an arrangement to rent AI computing from Oracle as part of a larger reassessment of billions of dollars in cloud partnerships
Reading estimate: 478 words at 200 words per minute. Source quotes and the optional sections below add reading time.
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