Co-founder of Anthropic: https://x.com/jackclarkSF/status/2051312759594471886

How do we measure 3D spatial intelligence?

We show an agent ~20 photos from inside an apartment and ask it to produce the floor plan. It has to identify rooms, work out connections, and keep scale consistent. It does this for 50 apartments, with a notepad to learn across them.

Read more: https://andonlabs.com/evals/blueprint-bench-2

This was always destined to happen. The party that controls AI has shaping power over the rest of human history.

https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html

The Triangle of Everything: https://commons.wikimedia.org/wiki/File:Triangle_of_everything_simplified_2_triangle_of_everything_-_Planck_Units.png

Boston Dynamics

As I wrote before, the only way to turn the ship around at this point is to immediately pump €1 trillion into a Manhattan Project for a European competitive AI model and another trillion into a next-generation nuclear buildup.

Obviously, it won't happen. It's over. The only question is now whether an American like Trump will shape the future or an American like AOC. But, without some miracle, it won't be Europe. China still has a chance, though.

For comparison, Russia has spent roughly $600 billion since 2022 on one of the largest conventional interstate wars since 1945. Morgan Stanley estimates that U.S. big tech hyperscalers' capital expenditures will total $800 billion in 2026.

Now let's look at Europe. Mistral AI, Europe's only serious general-purpose AI lab, will spend about €1-3 billion in capex in 2026 ($1.2–3.5 billion at current exchange rates). All of European AI-lab capex together is roughly in the €10-15 billion ballpark in 2026.

The combined $3.75T valuation of SpaceX, OpenAI, and Anthropic exceeds all US dot-com IPOs from 1995-2000 ($3T across ~2,600 companies).

The AI/Space trio's value equals nearly half of all US IPOs from 1946-1994 (~$7.8T over 48 years and ~9,000 companies).

Chart by Paul Kedrosky.

It looks like the economists were right after all: even in a world ruled by superintelligences, monkeys will still have a job.

Also, note that they censored the monkey's tits.

They are actually underspending. Whoever controls AI controls the universe.

https://www.ft.com/content/ce8a1b9d-1427-472f-9585-294c7af2e0fb?syn-25a6b1a6=1

Anthropic seems fully committed to winning this race: https://www.anthropic.com/news/higher-limits-spacex

The most interesting dynamic here is how competitors in the AI race, Google and Musk, are selling compute to Anthropic.

The logic here is probably that Anthropic would be getting the compute anyway, and they'd rather be the ones selling/controlling it. Another angle is that they're effectively getting a paying customer to bear the cost of debugging their hardware platform.

Alphabet also has equity in Anthropic. So even if Anthropic wins, they might benefit. If Anthropic loses but spends the $200B on TPUs first, Google still wins. Google is positioned to profit from a wider range of outcomes than if it bet purely on Gemini.

Then there is the circular revenue mechanic. The capital that Anthropic raises from Google and Nvidia directly flows back to buy compute from them, which helps their valuation, which in turn funds more capex. The cash is largely round-tripping between investors, labs, and clouds.

GPT-Realtime-2 in the API: OpenAI's most intelligent voice model yet, bringing GPT-5-class reasoning to voice agents.

More: https://openai.com/index/advancing-voice-intelligence-with-new-models-in-the-api/

Getting ready for the big parade.