June 9, 2026
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The AI Layoff Trap: Why Competing Firms Over-Automate, Destroy Their Own Customers, and How a Pigouvian Automation Tax Could Break the Arms Race
A new economics paper called The AI Layoff Trap, by Brett Hemenway Falk of the University of Pennsylvania and Gerry Tsoukalas of Boston University, makes an argument that…
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Claude Fable 5 and Claude Mythos 5: Anthropic Ships Its First Generally Available Mythos-Class AI Model With New Safeguards
Anthropic has launched Claude Fable 5 and Claude Mythos 5, the first Mythos-class models offered beyond a tiny circle of cyber defenders. Fable 5 is the generally available…
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Whale Rock Capital Founder Alex Sacerdote on S-Curve Investing, Why Anthropic Is His Highest Conviction Bet, and the Decommoditization of AI Hardware
Alex Sacerdote built Whale Rock Capital into one of the most respected technology hedge funds in the world by treating markets through a single disciplined lens: the technology…