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The World Isn't Ending
5:21 PM: The Order That Disabled Anthropic’s AI Models
On Friday afternoon, the US government did something extraordinary: It issued an export control directive to suspend all access to Anthropic’s advanced Claude AI models, Fable 5 and Mythos 5, by any foreign national. This includes Anthropic’s foreign national employees.
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Jun
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Jun
Thoughts from the Frontline
The G-Shaped Economy
This week is the final recap of the 2026 Strategic Investment Conference. I have always done summaries of the SIC afterwards, but I don’t think I’ve ever taken four weeks, let alone five weeks to cover it. And I feel we have only scratched the surface. There was just a lot of good content this year. And so much has happened since early May.
12
Jun
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Jun
10
Jun
Thoughts from the Frontline
Brave New World
In the summer of 1944, with the war in Europe not yet won, the United States convened 44 nations at a resort hotel in Bretton Woods, New Hampshire, and wrote the rules of the postwar world. The dollar would be the world's reserve currency. The International Monetary Fund would manage imbalances. The World Bank would finance reconstruction. And the United States Navy underwrote the safety of global trade. For eighty years, it worked.
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Jun
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