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TL;DR#
Economics#
Anthropic employee equity sale — big windfall for alignment research — is starting, unclear if DOD confrontation risks sell value
Anthropic launch a huge number of Claude Cowork plugins for different white collar jobs, and a cybersecurity audit feature in Claude Code. Every industry “targeted” by anthropic (including in a blog post) experienced a stock selloff.
Opinion: It’s new moderate evidence for tool world that Anthropic’s targeting distinct white-collar niches and not only focussing on AGI/RSI-through-coding. It’s bad for tool world that Anthropic’s currently doing it with plugins and not spinoff models, and bad for tool world that there aren’t niche LRM companies so far[^1], but these aren’t really updates.
Neolab Standard Intelligence combined a long-context video model with RL on computer-use to make a prototype “General Computer Action Model”.
Opinion: Project is anti-tool-world, trying to make an agent that can learn any computer interface from video only. Standard Intelligence are tiny and their model’s just a research demo, but their techniques are impressive and getting attention. Likely accelerates automation of white-collar work by a month. New weak evidence against tool world.
Anthropic bought AI computer-use company Vercept. Opinion: Vercept’s approach to computer-use AI isn’t as AGI-forward as Standard Intelligence’s, but Anthropic prioritizing computer-use is bad news. New weak evidence against tool world.
An OpenAI researcher confirms that the model powering Codex is trained in-harness.
Opinion: Likely extends to Claude Code, Claude Cowork, DeepThink, and GDM’s private math harness Alethia. Recent work from METR Evals questions the impact of coding harnesses, but in-harness training is still new weak evidence for tool world.
An independent researcher estimates frontier model sizes based on no-CoT performance on a middle school math benchmark (GSM8K). Opus 4.x models are at least double the size of GPT 5.2, and maybe quintuple the size. Sonnet 4.x models are the same size as GPT 5.2. Opinion: Estimates pass our sanity checks[^2]. We think the data and the estimates together give new weak evidence for tool world and deserve more research:
Anthropic kicks off staffer equity sale — https://www.bloomberg.com/news/articles/2026-02-23/anthropic-kicks-off-share-sale-for-staffers-of-up-to-6-billion
Polymarket builds interface for AI agent participation — https://x.com/SuhailKakar/status/2026305257257775524?s=20
“Citrini research” AGI-downturn scenario influences investors, criticized by economists — https://www.bloomberg.com/news/articles/2026-02-24/citrini-founder-shocked-his-ai-prediction-spurred-stocks-selloff
Capabilities#
Anthropic claim their best internal models are no better than Opus 4.6 (first revelation like this from big lab)
The estimates suggest that the model-scaling race is really over — flagship models like GPT 5.x and Opus 4.x aren’t even similar in size.
Research#
The GSM8K data suggests that more LRM training doesn’t automatically improve no-CoT reasoning. Opus 4.6 performs like Opus 4.
More research needed. Ryan Greenblatt’s Dec 2025 study of no-CoT math time horizons suggested that more LRM training does improve no-CoT math (used a different K-12 math benchmark).
OpenAI warn that SWE-bench Verified is contaminated (exact duplicates in training corpora), and that some SWE-bench Verified problems are buggy and require memorization.
Opinion: PR move against Chinese models like MiniMax M2.5 that score high on SWE-bench Verified for cheap, but the contamination study is solid. New weak evidence that Chinese models aren’t near-SOTA.
A team of leading ML/cog-sci profs published Agents of Chaos, a study of security vulnerabilities in AI agents (OpenClaw). Opinion: We all already know that OpenClaw is insecure, but it’s a method-building paper. The procedure is very useful for red-teaming future agents.
METR’s follow-up to the 2025 ‘Uplift’ study where AI slowed expert coders down was scrapped and redesigned due to design flaws. Despite the flaws, the scrapped study’s data do demonstrate that AI now causes a speedup (of unknown size) rather than a slowdown. Opinion: METR have some genius senior staff but public-facing work might be getting offloaded to junior staff lately, a lot of messups.
Politics#
Cluster of big Anthropic policy events:#
Anthropic/DOD confrontation still unresolved
OpenAI’s current lawyers continue to be oddly and hopefully counterproductively dishonest (trying to discredit Stuart Russell as an AI expert) —
https://x.com/TheMidasProj/status/2026794596936872300
Safety#
New version of Anthropic’s responsible scaling policy removes ‘unilateral pause’ commitment
OpenClaw bot over-compresses context and deletes alignment researcher’s inbox — https://x.com/summeryue0/status/2025774069124399363?s=20
Security#
Anthropic warns about massive Chinese distillation attack on Claude
Claude successfully prompted to hack Mexican government — https://www.bloomberg.com/news/articles/2026-02-25/hacker-used-anthropic-s-claude-to-steal-sensitive-mexican-data
Minor#
- Evidence for Gemini 3.1 benchmaxxing one famous task. This is more ‘hacking’ than Claude does. -Yet more evidence against frontier Chinese AI.
- ML heavyweight Stefano Ermon announces the first diffusion-based LRM. Comparable to Claude Haiku 4.5 but x5 faster. Opinion: Not game-changing but could have legs. The PR (“LRM for real-time applications”) assumes a world with different application-niches that need different types of AI technology, so tool-world friendly.
- Respected ML/neuroscience experts Dileep George joins Astera to lead its billion dollar brain-like AGI effort. Opinion: If brain-like AI is the path to AGI there’s no real reason to think AGI is near. Keep eye on this (and Flapping Airplanes), but no update for tool world.