skybrian's recent activity
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Comment on Anthropic announces deal with Google, Broadcom, says revenue has tripled in ~finance
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Comment on Anthropic announces deal with Google, Broadcom, says revenue has tripled in ~finance
skybrian Link ParentOkay but just because Enron did it doesn't mean Anthropic is doing it.Okay but just because Enron did it doesn't mean Anthropic is doing it.
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Comment on Anthropic announces deal with Google, Broadcom, says revenue has tripled in ~finance
skybrian (edited )Link ParentAnnualized revenue does not mean they earned that much (since it hasn't been a year), so the big numbers don't quite mean what they seem. We are also missing the financial statements that would be...Annualized revenue does not mean they earned that much (since it hasn't been a year), so the big numbers don't quite mean what they seem. We are also missing the financial statements that would be available for a public company, so we have to go by these selective disclosures. Someone put them in a graph.
But as an indication of a trend they do seem kind of meaningful? This is indicating that revenue is growing rapidly. Divide by twelve if you'd rather see monthly revenue.
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Comment on Anthropic announces deal with Google, Broadcom, says revenue has tripled in ~finance
skybrian LinkThis is quite the hockey stick chart: https://x.com/albrgr/status/2041288324464451617/photo/1This is quite the hockey stick chart: https://x.com/albrgr/status/2041288324464451617/photo/1
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Comment on Anthropic announces deal with Google, Broadcom, says revenue has tripled in ~finance
skybrian Link ParentIt's mostly business customers. I think it has more to with Claude having the reputation of being the best for writing code.It's mostly business customers. I think it has more to with Claude having the reputation of being the best for writing code.
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Comment on US and Iran agree to provisional ceasefire with Tehran saying it will reopen Strait of Hormuz in ~society
skybrian Link ParentIt's been less than 24 hours. I don't think that's enough time to see if shipping will increase? It sure looks like Iran is willing to do a two-week ceasefire or maybe more, and the rest of the...It's been less than 24 hours. I don't think that's enough time to see if shipping will increase?
It sure looks like Iran is willing to do a two-week ceasefire or maybe more, and the rest of the world would be happier if the Israel agreed to stop bombing Lebanon for a bit.
It seems unlikely that the US and Iran will agree with anything more substantial than a ceasefire (they are far apart), but once it's in place, it can be extended, and in the meantime it would prevent a lot of economic suffering if shipping increased, even with restrictions.
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Comment on How China built its vast natural gas stockpile in ~society
skybrian Link ParentI don't think anyone is confused about where natural gas comes from. Also, methane is cleaner than coal or oil. For example, CO2 emissions are 50% less than coal and 25–30% less than gasoline....I don't think anyone is confused about where natural gas comes from.
Also, methane is cleaner than coal or oil. For example, CO2 emissions are 50% less than coal and 25–30% less than gasoline. Methane is a gas because there are fewer carbon atoms.
It's still a fossil fuel, but transitioning from coal to natural gas does help.
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Comment on Anthropic announces deal with Google, Broadcom, says revenue has tripled in ~finance
skybrian LinkFrom the article: [...]From the article:
Anthropic also said Monday that its revenue run rate has now crossed $30 billion on an annualized basis — more than three times the roughly $9 billion figure it recorded at the end of 2025. Enterprise traction has also accelerated: The number of clients committing at least $1 million a year has surpassed 1,000, a threshold Anthropic said is twice what it was reporting around the time of its Series G announcement in February.
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Anthropic said the majority of the new infrastructure will be built on U.S. soil, framing the commitment as a continuation of a pledge made last year to direct $50 billion toward domestic computing capacity. According to Monday's securities filing, Broadcom flagged that Anthropic's ability to draw on the additional compute hinges on its ongoing commercial performance, and noted that discussions with outside operational and financial partners are underway to support the rollout.
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Anthropic announces deal with Google, Broadcom, says revenue has tripled
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Comment on US and Iran agree to provisional ceasefire with Tehran saying it will reopen Strait of Hormuz in ~society
skybrian Link ParentPakistan and Iran acted like there was a deal and apparently they thought it included Israel staying out of Lebanon. Or maybe they're just playing along?Pakistan and Iran acted like there was a deal and apparently they thought it included Israel staying out of Lebanon. Or maybe they're just playing along?
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Comment on Project Glasswing: securing critical software for the AI era in ~tech
skybrian Link ParentThe rate at which new security bugs are found by Mythos seems measurable. It seems like it would slow down a lot after they fix the ones it finds easily. After it hasn't found anything new for a...The rate at which new security bugs are found by Mythos seems measurable. It seems like it would slow down a lot after they fix the ones it finds easily. After it hasn't found anything new for a while, it would be safer to release it. (At least for major OSes and browsers.)
The tricky bit: what if Mythos gets better when someone improves the harness that runs it? The LLM is an important part of of the system, but the other parts matter too.
The worst case is something like "eternal September" where reports of new security bugs never slows down. I imagine that would only happen for a project where the software development process is somehow cursed, not for code that's reasonably well-engineered.
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Comment on What programming/technical projects have you been working on? in ~comp
skybrian LinkStill tinkering with my personal links website. I decided that it would handy to be able to import images for charts.Still tinkering with my personal links website. I decided that it would handy to be able to import images for charts.
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Comment on Project Glasswing: securing critical software for the AI era in ~tech
skybrian Link ParentI expect they'll open it up more after major browsers and OSes are hardened. Also, people at these companies can contribute patches to open source projects.I expect they'll open it up more after major browsers and OSes are hardened. Also, people at these companies can contribute patches to open source projects.
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Comment on Project Glasswing: securing critical software for the AI era in ~tech
skybrian Link ParentYes, it seems more like gossip than conventional wisdom at that point. A lot of people are building their own infrastructure and coming up with their own best practices based on what seems to work...Yes, it seems more like gossip than conventional wisdom at that point. A lot of people are building their own infrastructure and coming up with their own best practices based on what seems to work and by trying things they've heard about.
But I expect that the industry will learn things and they will be written down, codified as open source software and become more widely known. It seems a little odd to bet against people learning how to use tools better.
It might take a while, like what happened with JavaScript frameworks.
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Comment on Project Glasswing: securing critical software for the AI era in ~tech
skybrian Link ParentThere’s a lot of enterprise legacy code out there that was written without AI, so that situation doesn’t seem new. It’s not easy to refactor your way out, but it’s possible, and coding agents...There’s a lot of enterprise legacy code out there that was written without AI, so that situation doesn’t seem new. It’s not easy to refactor your way out, but it’s possible, and coding agents might help?
I think as long as you spend some time asking the AI to clean up the code, you’re less likely to get stuck like that.
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Comment on How China built its vast natural gas stockpile in ~society
skybrian LinkFrom the article: [...] [...] [...] [...] [...] [...]From the article:
China is the world’s largest importer of natural gas and the largest consumer of fertilizer, much of which is made from natural gas. China also has the biggest chemicals industry, much of which requires natural gas as well.
The country has other supply options besides the storage tanks, which hold liquefied natural gas brought in by sea. It has constructed pipelines to gas fields in Central Asia and Russia. China has developed coal-based processes that can replace natural gas in making some kinds of chemicals. And China has more than doubled its domestic production of natural gas in the past decade through fracking and other technologies.
While the United States now leads the world in oil and natural gas production by a wide margin, China is the fourth-largest producer of natural gas, trailing only the United States, Russia and Iran. China is the fifth-largest oil producer, behind the United States, Saudi Arabia, Russia and Canada.
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Beijing’s top leaders have long been preoccupied with their country’s vulnerability to pressure from the American or Indian Navy on their seaborne supply of oil and natural gas from the Middle East. The country’s programs to develop solar and wind power and electric cars as alternatives to oil all moved into high gear 20 years ago.
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China’s expansion of strategic stockpiles of fossil fuels is more recent, an effort pushed by its top leader, Xi Jinping. He has uttered dark warnings about the challenges facing the globe and the need for China to depend on commodities and technologies found within its borders.
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China’s natural gas reserves, together with imports from places that are not affected by fighting in the Mideast, like Australia, Turkmenistan and Russia, are ample for home heating and cooking. Households, including residential electricity use, represent less than 15 percent of China’s natural gas consumption. China is also finishing its second consecutive warm winter, and residential gas demand has dropped steeply with the end of the heating season last month.
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Natural gas is particularly difficult to store. The easiest approach is to keep it underground by pumping it into salt caverns or into previously exhausted underground natural gas fields near big cities. But China has few of these caverns and fields relative to its enormous population.
That has prompted it to pursue a technologically audacious strategy: storing enormous quantities of supercooled gas as a liquid in aboveground storage tanks. The state-owned China National Offshore Oil Corporation disclosed in December that it had built 18 of its largest size of storage tanks for liquefied natural gas — more than twice as many as the rest of the world combined.
South Korea is constructing seven equally large L.N.G. tanks about 75 miles south of Seoul, to be completed in stages by the end of 2029. Japan has also begun building slightly smaller storage tanks.
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The row of enormous storage tanks in Yancheng holds liquefied natural gas at a temperature of minus 260 degrees Fahrenheit, or minus 162 degrees Celsius. When the gas is allowed to warm gradually to room temperature through a system of pipes, it expands 600-fold. The tanks in Yancheng are connected to a long pier into the Yellow Sea to unload L.N.G. from ships.
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China has one more tool to make sure it has enough natural gas: making less fertilizer for export. Analysts say that since the start of the war in Iran, China has already halted most of its overseas fertilizer sales.
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How China built its vast natural gas stockpile
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Comment on US and Iran agree to provisional ceasefire with Tehran saying it will reopen Strait of Hormuz in ~society
skybrian LinkFrom the article: [...] [...] [...]From the article:
The US and Iran agreed to a two-week conditional ceasefire on Tuesday evening after a last-minute diplomatic intervention led by Pakistan, canceling an ultimatum from Donald Trump for Iran to surrender or face widespread destruction.
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But by Tuesday evening, Trump announced that a ceasefire agreement had been mediated through Pakistan, whose prime minister Shehbaz Sharif had requested the two-week peace in order to “allow diplomacy to run its course”.
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Iran’s foreign minister, Abbas Araghchi, issued a statement shortly after Trump’s announcement saying Iran had agreed to the ceasefire.
“For a period of two weeks, safe passage through the Strait of Hormuz will be possible via coordinating with Iran’s Armed Forces,” he wrote.
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Israel will also agree to the two-week ceasefire, Axios reported, citing an Israeli official, adding that the ceasefire would enter effect as soon as the blockade of the strait of Hormuz ceased.
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US and Iran agree to provisional ceasefire with Tehran saying it will reopen Strait of Hormuz
39 votes -
Comment on Claude Mythos preview in ~tech
skybrian LinkFrom the article: [...] [...] [...]From the article:
As we wrote in the Project Glasswing announcement, we do not plan to make Mythos Preview generally available. But there is still a lot that defenders without access to this model can do today.
Use generally-available frontier models to strengthen defenses now. Current frontier models, like Claude Opus 4.6 (and those of other companies), remain extremely competent at finding vulnerabilities, even if they are much less effective at creating exploits. With Opus 4.6, we found high- and critical-severity vulnerabilities almost everywhere we looked: in OSS-Fuzz, in webapps, in crypto libraries, and even in the Linux kernel. Mythos Preview finds more, higher-severity bugs, but companies and software projects that have not yet adopted language-model driven bugfinding tools could likely find many hundreds of vulnerabilities simply by running current frontier models.
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Shorten patch cycles. The N-day exploits we walked through above were written fully autonomously, starting from just a CVE identifier and a git commit hash. The entire process from turning these public identifiers into functional exploits—which has historically taken a skilled researcher days to weeks per bug—now happens much faster, cheaper, and without intervention.
This means that software users and administrators will need to drive down the time-to-deploy for security updates, including by tightening the patching enforcement window, enabling auto-update wherever possible, and treating dependency bumps that carry CVE fixes as urgent, rather than routine maintenance.
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Ultimately, it’s about to become very difficult for the security community. After navigating the transition to the Internet in the early 2000s, we have spent the last twenty years in a relatively stable security equilibrium. New attacks have emerged with new and more sophisticated techniques, but fundamentally, the attacks we see today are of the same shape as the attacks of 2006.
But language models that can automatically identify and then exploit security vulnerabilities at large scale could upend this tenuous equilibrium. The vulnerabilities that Mythos Preview finds and then exploits are the kind of findings that were previously only achievable by expert professionals.
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We see no reason to think that Mythos Preview is where language models’ cybersecurity capabilities will plateau. The trajectory is clear. Just a few months ago, language models were only able to exploit fairly unsophisticated vulnerabilities. Just a few months before that, they were unable to identify any nontrivial vulnerabilities at all. Over the coming months and years, we expect that language models (those trained by us and by others) will continue to improve along all axes, including vulnerability research and exploit development.
In the long run, we expect that defense capabilities will dominate: that the world will emerge more secure, with software better hardened—in large part by code written by these models. But the transitional period will be fraught. We therefore need to begin taking action now.
Yes, they're company-provided numbers that shouldn't be trusted as much as audited financial statements. But this isn't itself evidence that they're lying.