Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of debt, both for the same reason. An early warning system for AI job destruction. And, of course, The Weekend Longreads Suggestions.

• Anthropic says it will challenge Defense Department's supply chain risk designation in court (Engadget)
• Anthropic CEO apologizes for lashing out at Trump as he gears up for court battle with Pentagon (NYPost)
• OpenAI’s new GPT-5.4 model is a big step toward autonomous agents (The Verge)
• Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch (Bloomberg)
• SoftBank Seeks Record Loan of Up to $40 Billion for OpenAI Stake (Bloomberg)
• Anthropic launches AI job destruction detector (Axios)
• Labor market impacts of AI: A new measure and early evidence (Anthropic)

Weekend Longreads Suggestions:

• SpaceX: the final frontier of IPOs (FT)
• Who needs data centers in space when they can float offshore? (TechCrunch)