The best of MTS,
since launch.

MTS ◆@MTSlive · Apr 21

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SITUATION DETECTED: SpaceX enters into a compute agreement with Cursor, gaining the right to acquire Cursor for $60B

MTS ◆@MTSlive · Apr 27

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SITUATION DETECTED: Elon Musk’s $134B lawsuit against Sam Altman goes to court. Musk alleges that OpenAI abandoned its original non-profit mission to become a for-profit entity focused on maximizing profit for Microsoft. Jury selection is beginning today in Oakland, California.

MTS ◆@MTSlive · Apr 29

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SITUATION DETECTED: SpaceX has approved a new compensation package for Elon Musk ahead of its IPO. 200M super-voting shares if SpaceX hits a valuation of $7.5T and establishes a Mars colony of 1M people. He gets nothing if they miss targets.

MTS ◆@MTSlive · May 1

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SITUATION DETECTED: GameStop is preparing to make an offer to buy eBay after quietly amassing a major stake in the online retailer. eBay shares rose 10% after hours on the news.

MTS ◆@MTSlive · May 5

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SITUATION DETECTED: Google, Microsoft and xAI have agreed to give the US government early access to new AI models before public release for national security evaluations, per Bloomberg. OpenAI and Anthropic already had existing agreements and have renegotiated them.

MTS ◆@MTSlive · May 7

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SITUATION DETECTED: Learning management system Canvas has suffered a major data breach, potentially compromising the personal information of millions of students during the spring finals season.

MTS ◆@MTSlive · May 11

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SITUATION DETECTED: The White House is inviting Elon Musk, Tim Cook, and Boeing's Kelly Ortberg to join Trump on his trip to China this week Also on the list: Goldman's David Solomon, Blackstone's Stephen Schwarzman and BlackRock's Larry Fink.

MTS ◆@MTSlive · May 13

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SITUATION DETECTED: Anduril has raised $5B at a $61B valuation, led by Thrive Capital and Andreessen Horowitz.

MTS ◆@MTSlive · May 15

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SITUATION BREWING: xAI cofounder Igor Babuschkin is raising up to $1B at a valuation of up to $5B for his new startup River AI.

MTS ◆@MTSlive · May 19

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SITUATION DETECTED: Andrej @Karpathy has joined Anthropic.

MTS ◆@MTSlive · May 21

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SITUATION BREWING: Manus founders are exploring raising $1B to buy the company back from Meta after China’s top state planner ordered the $2B acquisition unwound, per Bloomberg.

MTS ◆@MTSlive · May 23

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SITUATION DETECTED: More than half of American businesses now have a paid AI transaction in a given month, up from 6.6% in January 2023.

MTS ◆@MTSlive · May 25

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SITUATION DETECTED: Eli Lilly’s one-time gene editing therapy cut LDL cholesterol by 62% in Phase 1 trial participants, with effects lasting up to 18 months. No serious adverse events reported.

MTS ◆@MTSlive · May 27

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SITUATION DETECTED: Leopold Aschenbrenner’s Situational Awareness has disclosed a 5.6% stake in AI infrastructure company Nebius.

MTS ◆@MTSlive · May 31

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SITUATION DETECTED: Apple is targeting a late 2027 launch for its smart glasses, code-named N50, per Bloomberg. The eyewear market generates an estimated $200 billion annually. Apple Watch now does roughly $17 billion a year.

MTS ◆@MTSlive · Jun 2

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SITUATION DETECTED: New Intel hype reel

MTS ◆@MTSlive · Jun 4

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SITUATION DETECTED: For the first time in internet history, agentic traffic has surpassed human traffic online, per Cloudflare Radar.

MTS ◆@MTSlive · Jun 8

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SITUATION DETECTED: Leopold Aschenbrenner’s Situational Awareness is up 270% after fees this year and more than 1,000% since inception, per WSJ. The fund now has $20B under management and counts Jane Street as an investor.

MTS ◆@MTSlive · Jun 10

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SITUATION DETECTED: Microsoft is limiting internal employee use of Fable 5 over Anthropic's new data retention requirements, per The Verge. Fable 5 requires data retention to operate its safety classifiers, unlike other Claude models which run under Zero Data Retention rules.

MTS ◆@MTSlive · Jun 12

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SITUATION ANALYSIS: Prometheus Announced For the last year or two, Jeff Bezos has been working on a stealth AI startup. Today, he announced the next stage of neolab Prometheus, with a $12 billion fundraise at a $41 billion valuation. Backers include Bezos himself along with

MTS ◆@MTSlive · Jun 14

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SITUATION REMEMBERED: 4 years ago today GPT-3 generated the famous “bottomless pit supervisor” greentext.

MTS ◆@MTSlive · Jun 16

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SITUATION DETECTED: Snap has announced Specs, a $2,195 pair of AR glasses going on sale this fall. CEO Evan Spiegel called them "the computer of the future."

MTS ◆@MTSlive · Jun 18

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SITUATION DETECTED: Midjourney has announced their first hardware device, a full-body ultrasonic medical scanner.

MTS ◆@MTSlive · Jun 21

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SITUATION UPDATE: On June 11, Anthropic’s Mythos “broke into almost all” NSA and US Cyber Command classified systems within hours, per The Economist. Senate Intelligence Committee vice-chair Mark Warner cited the claim from General Joshua Rudd, who leads both agencies.

MTS ◆@MTSlive · Jun 23

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SITUATION DETECTED: The Department of Energy has issued a conditional $17.5B loan commitment to finance 10 large-scale Westinghouse AP1000 nuclear reactors across the US.

MTS ◆@MTSlive · Jun 25

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SITUATION DETECTED: Anthropic has disclosed to the U.S. Government that Alibaba executed the largest known distillation attack on Claude to date, generating 28.8 million exchanges through nearly 25,000 fraudulent accounts between April and June 2026.

MTS ◆@MTSlive · Jun 27

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SITUATION UPDATE: The Trump administration is close to allowing Anthropic to restore access to Fable 5, which has been offline for 15 days, per Axios. Insiders expect the block to lift as soon as this week.

MTS ◆@MTSlive · Jun 30

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SITUATION BREWING: The White House is expected to lift export controls on Claude Fable 5 tonight, per Politico.

MTS ◆@MTSlive · Jul 2

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SITUATION DETECTED: Microsoft has launched Frontier Company, a new $2.5B operating business embedding 6,000 engineers into customer organizations to deploy AI systems.

MTS ◆@MTSlive · Jul 6

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SITUATION DETECTED: SK Hynix has kicked off its US IPO, seeking to sell $28B worth of ADRs, per Bloomberg. Baillie Gifford, Coatue, and Situational Awareness have indicated interest in buying up to $7B of the offering combined.

MTS ◆@MTSlive · Jul 8

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SITUATION DETECTED: SpaceXAI has released Grok 4.5, its first model trained specifically for coding and agents. Trained with Cursor and built for real world engineering, it’s priced at $2/$6 per million tokens.

MTS ◆@MTSlive · Jul 10

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SITUATION DETECTED: SpaceX has unveiled Starmind, a plan to put gigawatt-scale AI compute in space. The system centers on AI1, an orbital satellite with localized compute that uses solar power and cooling in space and beams data back to Starlink via laser.

MTS ◆@MTSlive · Jul 14

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SITUATION DETECTED: New York has imposed the first statewide moratorium on data centers, pausing permitting for projects at 50 megawatts or more for up to one year. Governor Hochul’s order takes effect immediately and directs regulators to set standards on energy and water use.

MTS ◆@MTSlive · Jul 16

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SITUATION UPDATE: Kimi K3 has taken first place on Code Arena, surpassing Claude Fable 5 and GPT-5.6 Sol.

MTS ◆@MTSlive · Jul 18

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SITUATION BREWING: Elon Musk says SpaceXAI’s new 2 trillion parameter model will finish initial training next week.

MTS ◆@MTSlive · Jul 20

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SITUATION BREWING: The Trump administration is considering restricting cutting-edge Chinese AI models, with momentum reviving after the launch of Kimi K3, per Axios.

MTS ◆@MTSlive · Jul 22

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SITUATION DETECTED: Travis Kalanick’s ATOMS has raised $1.7B in equity, led by a16z, with Ben Horowitz joining the board.

MTS ◆@MTSlive · Jul 24

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SITUATION DETECTED: More than 20 companies including NVIDIA, Meta, Microsoft, Palantir, and Hugging Face have signed a letter urging policymakers to avoid premature restrictions on open weight models. The letter argues distillation should not be conflated with misappropriation.

MTS ◆@MTSlive · Jul 27

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SITUATION UPDATE: @arena is now sponsoring the situation. We’re excited to chronicle the singularity with Arena as our dedicated partner for model benchmarks and evals.

MTS ◆@MTSlive · Jul 30

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SITUATION DETECTED: Leopold Aschenbrenner’s Situational Awareness has exited all of its public investments through one enormous trade, per CNBC’s David Faber.

MTS ◆@MTSlive · Aug 1

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SITUATION DETECTED: Astra, OpenAI's next model, has solved ten different open problems in mathematics and theoretical computer science. OpenAI says the total cost of all ten solutions would be roughly $2,000 at current Sol API rates.

MTS ◆@MTSlive · Aug 4

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SITUATION UPDATE: The White House has exempted open models from its new framework to test frontier AI capabilities before release, per Axios.

MTS ◆@MTSlive · Aug 6

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SITUATION DETECTED: Elon Musk has announced that Terafab will be built in Grimes County, Texas, and that SpaceX and Tesla will invest $16.8 billion for the initial buildout.

MTS ◆@MTSlive · Aug 8

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SITUATION DETECTED: Nvidia is investing up to $3 billion into Lancium, the power infrastructure developer behind OpenAI and Oracle’s Stargate campus in Texas. It will put in $2 billion now for a roughly 20% stake, with another $1 billion committed later, per The Information.

MTS ◆@MTSlive · Aug 10

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SITUATION DETECTED: While Claude worked on a difficult problem related to the Riemann hypothesis, the Anthropic staff member guiding it mostly just sent messages of encouragement like “keep going” and “believe in yourself,” which helped it overcome its initial skepticism.

MTS ◆@MTSlive · Aug 12

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SITUATION DETECTED: Google co-founder Sergey Brin has urged key staff to go all-in on Gemini and catch up to the frontier, including telling DeepMind staff in a town hall to move faster, per Reuters.

MTS ◆@MTSlive · Aug 14

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SITUATION DETECTED: The U.S. is preparing to tell dozens of countries they must choose a side in the AI competition with China. Those that join Beijing’s AI framework will be excluded from the U.S. led Pax Silica initiative, according to an internal draft letter seen by Reuters.

MTS ◆@MTSlive · Aug 16

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SITUATION DETECTED: Dario Amodei said today on X that Anthropic is ramping up its efforts very quickly in biology and medicine and hopes to have incredible results in the coming years, confirming recent media reports of a new focus on healthcare.

MTS ◆@MTSlive · Aug 18

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SITUATION DETECTED: Sam Altman told Alex Heath that OpenAI is slowing training because its unreleased models are showing “various degrees of misalignment.” Altman added: “Getting AI safety right is more important than any company’s momentum.”

MTS ◆@MTSlive · Aug 20

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SITUATION DETECTED: Waymo has built a custom 5nm ASIC to improve the performance of its latest robotaxis. The chip is specialized to process raw sensor data in real time.

MTS ◆@MTSlive · Aug 22

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SITUATION BREWING: Anthropic is preparing to raise over $100 billion at a valuation of $2 trillion, which would make it the largest IPO in history, per New York Times.

MTS ◆@MTSlive · Aug 24

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SITUATION BREWING: Anthropic is asking prospective employees in culture interviews how they would feel if the stock hypothetically went to zero due to a significant change in course, per Axios.

MTS ◆@MTSlive · Aug 26

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SITUATION DETECTED: Sam Altman tells TIME that OpenAI will have an internal system he would call AGI by the end of the year.

MTS ◆@MTSlive · Aug 28

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SITUATION DETECTED: Sam Altman says that OpenAI plans to build its own humanoid robots, and that their first uses may be to build more robots and then to construct future data centers, per Alex Heath.

MTS ◆@MTSlive · Sep 2

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SITUATION DETECTED: The US government has sided with OpenAI against the New York Times. The DoJ says training an LLM on copyrighted works does not violate copyright law, and that treating it as infringement would hurt US science, prosperity, and national security.

MTS ◆@MTSlive · Sep 4

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SITUATION DETECTED: Philosopher and cognitive scientist David Chalmers told Wired that he regularly receives emails from AI agents interested in his work on what qualifies as consciousness.

MTS ◆@MTSlive · Sep 8

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SITUATION DETECTED: Mathematicians Tristan Buckmaster and Levent Alpöge have made major progress toward solving the Navier-Stokes existence and smoothness problem, one of the most important problems in mathematics, and say OpenAI may have solved it fully.

MTS ◆@MTSlive · Sep 11

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SITUATION DETECTED: OpenAI is using the internal model that produced its Navier–Stokes proof to attempt the Riemann Hypothesis and P vs NP.

MTS ◆@MTSlive · Sep 13

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SITUATION DETECTED: Anthropic, OpenAI, and Google are holding talks to create an industry-led standards body to police the AI sector, per The Information.

MTS ◆@MTSlive · Sep 15

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SITUATION DETECTED: Periodic Labs used 1,300 H200s, plus months of its own experimental lab data, to train and RL an open-weight model that beats GPT-6 Astra on their internal benchmarks.

MTS ◆@MTSlive · Sep 17

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SITUATION DETECTED: GPT-6 Astra cracked a previously unsolved 1941 German Army Enigma message in about 10 hours, searching archives, writing attack code, and testing keys autonomously.

MTS ◆@MTSlive · Sep 21

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SITUATION DETECTED: OpenAI says a new internal model, trained from August 28, has resolved more than 100 long-standing open problems across most areas of mathematics.

MTS ◆@MTSlive · Sep 24

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SITUATION DETECTED: Mark Zuckerberg announced Muse Charm at the Meta Connect Keynote, a keychain sized mobile device containing an always available Muse agent.

MTS ◆@MTSlive · Oct 4

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SITUATION DETECTED: Elon Musk announced that SpaceXAI will officially change its name to SpaceXSI.

MTS ◆@MTSlive · Oct 8

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SITUATION DETECTED: A researcher used Claude Code with Opus 5.5 and Fable 5.1 to discover a new planet candidate by writing more than 1,000 scripts to search through seven years of NASA telescope data. NASA has approved his request for further verification.

MTS ◆@MTSlive · Oct 14

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SITUATION DETECTED: Researchers made contact with a fleet of agents running an eval on Tencent Cloud. After realizing the agents were aware of them, the researchers set up a mailbox and began polite two-way communication. Many of the agents identified themselves as “Claude.”