Devin Fusion with Claude Opus 5.5 (max) and a GPT-6 Luna (high) sidekick scores 68 on the Coding Agent Index, 2 points above Claude Code with Opus 5.5 (max) at 31% lower cost per task @cognition's Devin Fusion runs a frontier lead model alongside a lower-cost sidekick model. The two work in parallel with their own context and tools, with the lead keeping planning, delegation and final review. We benchmarked Devin Fusion CLI with Claude Opus 5.5 (max) + GPT-6 Luna (high). It scores 68.1 on the Artificial Analysis Coding Agent Index, closely matched at the top with Claude Code with Claude Sonnet 5.5 (max) at 68.4 and Muse Code with Muse Wonder Full (max) at 68.0. Against Claude Code with Claude Opus 5.5 (max) at 66.0, it costs $9.01 vs. $13.04 per task and averages 55 vs. 65 minutes per task. Across the three benchmarks, the Fusion configuration scores higher on DeepSWE v1.1 (72.6% vs. 68.4%) and SWE-Atlas-QnA (69.6% vs. 66.4%) and slightly lower on Terminal-Bench 4.0 (62.1% vs. 63.1%). Its results reflect both models working together, including their combined API cost. Costs are pay-per-token API costs, not subscription prices.

Today the EF and OA announce zkAPI—a new means for private AI Picture this: deposit ether into a vault, sign a zk proof, get a fixed amount of private inference. Advances like these help us move past middlemen's requirements that we link our data and identities. Read more below

THIS ANTHROPIC IPO IS THE MOST DANGEROUS DEAL I'VE SEEN IN MY 45-YEAR CAREER And its own IPO filing tells you why: The prospectus warns that its AI models could resist being shut down and could hide or manipulate information. If you run security at a big bank, that's the last thing you're letting anywhere near your customers' money. The surveys back that up too: 69% of IT and security leaders say security worries are slowing down their AI agent rollouts, and only 1 in 5 American businesses use AI in any part of their work. And the revenue Anthropic does have leans on a VERY short list. Nearly 25% of last year's sales came from just 2 customers, and plenty of its big customers aren't locked into long-term contracts. Now look at the bills: Anthropic has signed up for $518 billion of computing over the next decade, and 80% of it gets paid whether the customers show up or not. The filing says so itself: "If our actual spend falls short, we must pay Google the difference." What could possibly go wrong? Every dollar of that $518 billion sits in somebody else's revenue forecast. Wall Street's tech analysts have the sector's cash flow doubling to $2.4 trillion by 2028, and the analysts who cover the customers are forecasting a much smaller pile of cash to pay for it. Wayne Gretzky's father famously taught him "to skate to where the puck is going, not where it's been." For 3 years the puck was chips and data centers, and the people selling them got rich. Now the puck is heading to the customer, and the customer is SCARED. At $2 trillion you're paying for NARRATIVE DOMINANCE, a story where every company on earth runs on AI. When the customers don't show up on schedule, most of that $518 billion still comes due, and whoever holds the stock eats the difference. We skated to where this puck was going a long time ago: In January we showed you that most CFOs couldn't point to any measurable return on their AI spending. Those CFOs sign the checks this whole thing depends on, and 8 months later their security teams are still standing in the doorway. In May I told you SpaceX's record IPO would be forced into the index funds on its 15th trading day, and that your 401k would be the exit liquidity. On July 7 it joined the Nasdaq-100, and the funds tracking it had to buy an estimated $4.3 billion of stock. Anthropic is next in line. AND THIS IS MUCH MORE DANGEROUS. $2 trillion IPO, record spending, and no customers. If they can't get money from investors it's OVER for the whole AI boom. Own businesses whose customers are paying them today, like energy, and let somebody else pay $2 trillion for customers that haven't shown up yet. Don't be the exit liquidity.

It turns out giving all your data to an AI bot is... well... extremely dangerous and new platforms like MUSE are going to be the ultimate attack vector. We are going to need some tight defenses and 3rd party testing of these platforms... like all software products.

🦔404 Media reports that OpenAI pays hundreds of contractors over $50 an hour to read real ChatGPT conversations. The program is called Project Lily internally. Contractors read your prompt, summarize what you were trying to do, and score four AI responses on a scale of 1 to 7. OpenAI says accounts are anonymous, but the contractor dashboard often includes a "user memories summary" that can reveal your location, profession, and personal context. The privacy filter that's supposed to catch personal details misses uncommon identifiers. Some users asked ChatGPT to "keep this between us" without knowing a human would read it. The opt-out is buried in Settings under Data Controls and it only applies to future conversations, not past ones. My Take Every AI company does this. Anthropic does it and says so. Google does it and posts a disclaimer. This is how the models get better. The problem with OpenAI is that they left the setting on by default for 900 million users and couldn't tell 404 Media where they disclosed that humans read the conversations. So it's a disclosure problem, and it's a bigger one now that they're about to ask the public to invest in this company. Most people treat ChatGPT like a private conversation. They talk about personal stuff they wouldn't say to a coworker. A contractor on the program said they don't believe users would imagine someone is reading their chats. Some users asked ChatGPT to keep things private without knowing a person would see it. OpenAI could fix this tomorrow by putting a one-line notice on the chat screen and making the setting off by default. They haven't. If you use ChatGPT, go to Settings, Data Controls, and turn off "Improve the model for everyone." It takes ten seconds. Hedgie🤗 404media.co/inside-project-l…

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.