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Etzioni on AI: Wall Street is quietly betting on AI to beat inflation

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(BigStock Illustration)

How can the U.S. bond market, where the world’s smartest money lives, reconcile $36 trillion in national debt with less than 2.5% expected annual inflation over the next decade? The answer may consist of two letters: A and I.

Four forces are pushing inflation up:

  • The debt keeps growing as a fraction of GDP and neither political party has a credible plan to contain it.
  • The AI buildout is consuming gigawatts, transformers, and copper faster than the grid can supply them.
  • The Iran war has sent oil prices to a four-year high and pushed April inflation to 3.8%.
  • And we have a president who announces tariffs at breakfast and rescinds them by lunch.

Any one of these should put inflation back on the front burner. Taken together they are alarming.

Look at the chart. The red line is the national debt. It tripled. From 35% of the size of the economy to 100% in 20 years. The green line is what the bond market expects inflation to be. It went from 2.4% to 2.45%. Not a typo. A mere 20 basis points over 20 years.

The bond market has been telling the same inflation story since George W. Bush’s second term. Through three presidents, two financial crises, a pandemic, and the highest inflation in 40 years.

For most of those 20 years, four forces did the anti-inflationary work. The Federal Reserve earned its credibility crushing inflation in the 1980s and defended it every time since. Globalization sent cheap goods from China and cheap labor from everywhere, and that quietly held down prices. The country was aging, which dampens demand. And foreign central banks bought our debt no matter what, putting a floor under the bond market.

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Here’s the problem: every one of those four forces is weaker now than it was a decade ago.

The Fed is under more political pressure than at any point since Nixon leaned on Arthur Burns in the early 1970s. Kevin Warsh was recently sworn in as Fed chair after the most divisive Senate vote in the institution’s history.

Globalization is going the other way. Tariffs are up, companies are bringing production home, and the U.S. and China are pulling apart economically. The old direction held prices down. The new direction pushes them up.

Aging is happening more slowly here than abroad, and restricted immigration is tightening the labor market further. Meanwhile, foreign demand for our debt is fading as China and the Gulf states quietly diversify away from dollars.

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Four pillars, all cracking at the same time. Enough that you’d expect bond traders to notice. Enough that they should be demanding more inflation compensation than they used to.

Yet they aren’t. The green line hasn’t moved. The bond market is still pricing in about 2.45% inflation over the next 10 years. Roughly the average of the last 30 years. The professionals are barely flinching. Is the market missing something? Or, perhaps, the market is betting on AI.

Not on Sam Altman, not on Nvidia’s next earnings report, not on whether ChatGPT can write your kid’s college essay, but on productivity. On the idea that AI will deliver more output from the same labor, lower costs across the economy. A shift big enough to absorb the fiscal mess and keep prices anchored. That’s the bet baked into the green line. Whether you’ve thought about it that way or not, you’re either riding it or fading it.

Is the AI bet a good one?

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The case for the market being right is straightforward. AI substitutes compute for labor in exactly the white-collar service sectors that have been driving inflation: customer support, basic coding, radiology, drug discovery, the entire knowledge-worker middle. Each of those becomes cheaper and faster.

Do the arithmetic: one extra point of annual productivity growth over a decade gives you an economy that’s roughly 10% larger. The debt stabilizes as a share of GDP without austerity. And here’s the kicker: this is the only story big enough to plausibly replace all four of those pillars all at once. If AI works, the anchor holds. If it doesn’t, nothing else is big enough.

The case for the bet going wrong is also strong. The productivity payoff is the back half of the trade. The front half, what we’re living through right now, as I wrote recently in the column about AI capital spending, is inflationary as hell. Data centers eating gigawatts, three-year waits for transformers, electricians making six figures, power prices climbing in every region hosting compute. The bill comes first. The payoff comes later. Maybe.

Productivity gains take longer than anyone expects. The personal computer was on every desk by 1990. The productivity gains didn’t show up in the data until 1995. In 1987, the economist Robert Solow joked that you could see computers everywhere except in the productivity statistics. The same is true of AI today. It’s in every newsroom, every earnings call, and almost nowhere in the productivity data. So far.

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Stanford economist Erik Brynjolfsson argued in the Financial Times in February that the fog may finally be lifting. The 2025 jobs numbers were revised down by 403,000 while Q4 GDP grew 3.7%: output up, labor flat, which is the definition of productivity gain. His estimate: 2.7% in 2025, nearly double the prior decade’s 1.4% trend. If he’s right, the harvest phase has started.

AI doesn’t settle the inflation question. It widens the range of plausible outcomes. If AI works, the productivity gains absorb the debt and inflation stays anchored. If it doesn’t, the other pressures take over. A weakening Fed. Reversing trade. Bigger deficits. All pushing prices up simultaneously.

The bond market has made its choice. It isn’t betting on the Fed. It’s betting on the GPUs. The professionals are betting that AI will save us from the debt.

So what should an investor do?

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If you believe AI will deliver the productivity miracle the bond market is pricing in, regular Treasury bonds are fine. You’ll out-earn inflation-protected Treasuries (TIPS) by half a percent to a percent per year and pocket the difference. If you don’t fully believe it, TIPS at a real yield of about 2% above inflation are cheap insurance. You give up a little expected return, and you sleep better at night. 

If you can’t decide, and honestly who can, own some of each. A 50/50 split hedges your bet and protects you from being completely wrong in either direction.

And isn’t hedging what bond investing is all about?

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Quordle hints and answers for Monday, June 22 (game #1610)

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Looking for a different day?

A new Quordle puzzle appears at midnight each day for your time zone – which means that some people are always playing ‘today’s game’ while others are playing ‘yesterday’s’. If you’re looking for Sunday’s puzzle instead then click here: Quordle hints and answers for Sunday, June 21 (game #1609).

Quordle was one of the original Wordle alternatives and is still going strong now more than 1,400 games later. It offers a genuine challenge, though, so read on if you need some Quordle hints today – or scroll down further for the answers.

Enjoy playing word games? You can also check out my NYT Connections today and NYT Strands today pages for hints and answers for those puzzles, while Marc’s Wordle today column covers the original viral word game.

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How To Bias A CRT After Installation

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For most of us the abbreviation “CRT” brings to mind a monitor or TV. But at its core it’s about the special vacuum tube that makes the images appear.

Regardless of whether it’s just a simple monochrome CRT in an oscilloscope or a full RGB CRT, the basic steps to make it work in a device remain the same. In a recent video by [Void Electronics] these steps are worked through, including the biasing at the end that is necessary to get a stable image.

A big part of installing a CRT and driving it is knowing how to read its datasheet. Much like other vacuum tube types, there are heaters, control grids and a range of voltages to get right and keep happy. Even then you can still have a situation where you must troubleshoot problems, which is also touched upon in the video. All of this is demonstrated using an RFT B6S1 CRT as the subject, including how to build your own bias circuit.

Despite calling it an “obsolete skill”, there is still a lot of demand for CRTs in vintage lab equipment, arcade restorations and far more obscure fields that still have new CRTs produced for them. Not to mention that even today CRTs have characteristics that make them competitive with flat-screen technologies.

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NYT Strands hints and answers for Monday, June 22 (game #841)

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Looking for a different day?

A new NYT Strands puzzle appears at midnight each day for your time zone – which means that some people are always playing ‘today’s game’ while others are playing ‘yesterday’s’. If you’re looking for Sunday’s puzzle instead then click here: NYT Strands hints and answers for Sunday, June 21 (game #840).

Strands is the NYT’s latest word game after the likes of Wordle, Spelling Bee and Connections – and it’s great fun. It can be difficult, though, so read on for my Strands hints.

Want more word-based fun? Then check out my NYT Connections today and Quordle today pages for hints and answers for those games, and Marc’s Wordle today page for the original viral word game.

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Pentagon spent trillions on the F-35, and only one in four jets can perform every mission today

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  • Only one in four F-35s achieved full mission capability
  • Mission capable rates fell sharply between 2021 and 2025
  • Software delays continue affecting readiness across newly delivered aircraft

The Pentagon’s F-35 fighter fleet continues to face readiness challenges despite years of investment, modernization efforts, and sustained contractor support, as a US Government Accountability Office (GAO) report found only 25% of the aircraft were fully mission capable during fiscal 2025.

According to the GAO, the fleet’s mission-capable rate declined from 67% in fiscal 2021 to 44% in fiscal 2025.

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Black Ops and Black Ops 2 PS5 ports could cost $80 before DLC

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Call of Duty fans were understandably excited when Treyarch confirmed that Black Ops and Black Ops 2 are coming to modern PlayStation consoles in July. Both games are among the most beloved entries in the series, and PlayStation players have been locked out of easy access to them for years unless they still had older hardware.

That excitement may not last if the latest pricing clues are accurate. As pointed out by Call of Duty tracker CharlieIntel (via Gaming Bible), Black Ops and Black Ops 2 recently received store updates on PC and Xbox. Each base game is now listed at $40, individual DLC packs cost $10 each, season passes are priced at $30, and microtransaction camos or personalization packs are now free.

Black Ops and Black Ops 2 on PC and Xbox got some store updates today:

Base game is $40 each
Individual DLCs is $10 (previously $15)
Season Pass is $30 (previously $50)
MTX Camos Personalization Packs are now free

This could be how PlayStation ports are priced too. pic.twitter.com/g4uZUaUsNO

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— CharlieIntel (@charlieINTEL) June 19, 2026

The math looks rough

The important part is that this could hint at how the upcoming PS4 and PS5 ports will be priced. If Activision follows the same structure on PlayStation, buying both base games would cost $80 before any DLC.

That is where things get harder to defend. These are 14- and 16-year-old games from the PS3 era, not new releases built for modern hardware. Black Ops has four major DLC packs: First Strike, Escalation, Annihilation, and Rezurrection. Black Ops 2 also has four: Revolution, Uprising, Vengeance, and Apocalypse. At $10 each, that adds another $80 across both games. In other words, owning both ports with all major DLC could cost around $160 if everything is sold separately.

Even using season passes would not make this feel cheap. These are not remakes or remasters. Activision has reportedly described them as re-releases, which means players should not expect major visual upgrades, new content, or a proper modern overhaul.

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Fans are already annoyed

The reaction has been exactly what you would expect. Replies to the pricing post on X were filled with complaints about paying premium prices for old ports, while Reddit users were even harsher. One r/gaming commenter pointed out that these are “straight ports,” while another complained there are no upgraded textures, better servers, or frame-rate improvements.

The frustration is fair. No matter what logic you try to apply, charging this much for PS3-era games with paid DLC in 2026 sounds absurd.

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Users claimed they’d never seen a spell checker and panicked at the sight of red squiggles

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Personal tech

Techie couldn’t help but be a little blunt when the support call came in – but has no regrets!

ON CALL Welcome to another edition of On Call, The Register’s reader-contributed Friday column in which you share your stories of troublesome tech support incidents.

This week, meet a reader we’ll Regomize as “Cooper” who told us that his employer uses an MS Word document to record incoming orders.

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“It includes a table with two columns: the left column contains a description of the data to be entered in the right column – things like product, SKU, quantity, customer name,” Cooper explained. “Our sales team uses it to record new orders, then our fulfillment team reviews, validates, and submits for delivery.”

Cooper knows this is an archaic approach, but his employer has used this document for ages and doesn’t want to change.

“This means we do a lot of educating on the process,” Cooper told On Call.

That effort worked well enough for years, but Cooper’s company recently hired a new person called “Mitch” to review the forms before sending them to the fulfillment team.

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“One day, Mitch comes to me absolutely flustered by an issue a colleague was having with the form,” Cooper told On Call.

Because the form is just a form – all users need to do is fill in the blanks – Cooper found the request strange but did the right thing and dug into the issue.

Mitch’s complaint centered on the fact that the text in some forms was underlined in red – evidence Word’s built-in spell checker at work. “I don’t understand the red lines, what do I do?” Mitch asked Cooper, adding a plaintive and panicked request to “Please HELP!!!”

Cooper told On Call the chap who filled in the form was in his 60s, so ignorance of how Word works is plausible and perhaps understandable. But Mitch was in his 40s and his ignorance seemed inexcusable.

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“My answer was fairly blunt and straightforward: I told Mitch this is just how MS Word works, and that an SKU is not a normal word in the dictionary so the spell checker was bound to kick in.

“You can tell the seller to ignore it, or they can turn off the spell checker,” he added.

Have you been asked to support tech you think it’s safe to assume everyone already understands? If so, click here to send On Call an email so we can share your story on a future Friday. The On Call mailbag is a little light at the moment, so new submissions are very welcome! ®  

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Today’s NYT Wordle Hints, Answer and Help for June 22 #1829

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Looking for the most recent Wordle answer? Click here for today’s Wordle hints, as well as our daily answers and hints for The New York Times Mini Crossword, Connections, Connections: Sports Edition and Strands puzzles.


I think today’s Wordle puzzle is one of the toughest of the year. It’s an unusual word, and it features a pretty rare letter. If you need a new starter word, check out our list of which letters show up the most in English words. If you need hints and the answer, read on.

Read more: New Study Reveals Wordle’s Top 10 Toughest Words of 2025

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Today’s Wordle hints

Before we show you today’s Wordle answer, we’ll give you some hints. If you don’t want a spoiler, look away now.

Wordle hint No. 1: Repeats

Today’s Wordle answer has no repeated letters.

Wordle hint No. 2: Vowels

Today’s Wordle answer has three vowels.

Wordle hint No. 3: First letter

Today’s Wordle answer begins with O.

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Wordle hint No. 4: Last letter

Today’s Wordle answer ends with E.

Wordle hint No. 5: Meaning

Today’s Wordle answer can refer to something egg-shaped.

TODAY’S WORDLE ANSWER

Today’s Wordle answer is OVATE.

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Yesterday’s Wordle answer

Yesterday’s Wordle answer, June 21, No. 1828, was ALIBI.

Recent Wordle answers

June 17, No. 1824: TOKEN

June 18, No. 1825: ENTRY

June 19, No. 1826: EMOJI

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June 20, No. 1827: DRAKE

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Anthropic’s Mythos mess just keeps getting more complicated

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KETTLE It’s been a week since the Trump administration established a de facto ban on Anthropic’s Mythos derivative, Fable 5, and the more that comes out about the move the more it seems like Anthropic employees talking amongst themselves were on to something: Is the government just picking on the company?

This week on the Kettle, host Brandon Vigliarolo and Reg cybersecurity editor Jessica Lyons chat about what’s going on with Mythos and Fable, what role Amazon may have played in justifying the government’s move, how a prominent cybersecurity expert is calling the government’s foul, and what this whole thing might mean for the next wave of models.

After all, even if Mythos and Fable are as advanced as Anthropic claims, it’s not going to take long for some open-weight model to make the same leaps, and good luck trying to stop one of those from getting in the hands of anyone who wants them. 

You can listen to The Kettle here, as well as on Spotify and Apple Music, or read the transcript of the latest episode below. It’s been lightly edited for clarity. 

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Brandon (00:03)

Welcome to the latest episode of The Register‘s Kettle Podcast. I’m Brandon Villiarolo, and boy, has it been another exciting week in AI Land. If you’ve been following the news, you probably know what I’m talking about, especially if you’re an Anthropic customer who suddenly lost access to the company’s latest models. That’s right. This week’s topic is none other than the Trump administration’s de facto ban on the release of Mythos derivative Fable 5. And with me to discuss it is our cybersecurity editor, Jessica Lyons. Thanks for coming on.

Jessica (00:31)

Hello, thanks for having me.

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Brandon (00:33)

Yeah, of course. this is right up your alley, so let’s get right into the heart of the matter. What did the Trump administration demand from Anthropic and what was the company’s response?

Jessica (00:44)

Okay, so what happened is last Friday the Trump administration sends this letter to Anthropic and they cite national security concerns to issue an export control saying that Fable 5 and Mythos 5 cannot be used by any foreign national inside or outside of the United States. And that also includes Anthropic employees. So in response, Anthropic just disbanded both models for all of the customers to ensure compliance. So effectively nobody can use these two models.

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Brandon (01:20)

Yeah, I mean it seemed like the way that letter was worded, because Bloomberg got a copy of it and published it. And I think they said that they were citing the Bureau of Industry Security’s  authorization to what is it, “require a license for the export, re-export, or transfer of any item subject to export administration regulations, because there is an unacceptable risk of use in or diversion to a military intelligence end use or military intelligence end user.” So they’re basically treating it like any other dual-use technology. But that restriction is so broad, right? Like you said, even their own employees, ⁓ so yeah, they they yeah, they have no other recourse but to just stop it.

Jessica (01:56)

And it was reportedly a really short time frame too, about ninety minutes that they they received this letter and had to make a call. So they didn’t have a lot of time to get any answers about what prompted this and what exactly are you asking us to do here.

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Brandon (02:04)

Right, from what I was reading in some other reports that cited people familiar with the situation inside Anthropic and everything, they didn’t even really get much of an explanation. They basically got the letter and they were like, “Excuse me, can you please tell us what this is about?” And the government basically said, “No …shut it down now…” It’s really weird, especially then given the story you wrote about this this week, that they’re basically treating this, like I said, like any dual use technology. But you wrote about a bug bounty hunter, the godmother of this movement, Katie Moussouris, who basically saw the report that the government used to justify this and she kind of called BS on the whole thing, right?

Jessica (02:54)

Right. So Katie is really, really well respected in cybersecurity circles. She is the one who helped convince Microsoft to start their bug bounty program. She led the Department of Defense effort for Hack the Pentagon. She sat on several federal commissions and boards. So she’s she knows what she’s talking about. She knows what she’s doing here. And Anthropic asked Amazon to review the models before they released Fable 5 and and Mythos 5. And then they gave Katie a copy of the report and she confirmed today that the third-party report that she mentioned was the Amazon report.

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Brandon (03:41)

Which has been mentioned I think in some other stories too as being kind of the impetus for this whole thing, right? 

Jessica (03:44)

Yes, yes. So Anthropic then says, “hey, can you take a look at this? Let us know what you think.” She, as far as we know, is the only other person, the only other third-party expert to take a look at this report. And so she reads through it. She says that essentially what happened is that Amazon researchers fed Fable 5 and Mythos 5 and the Claude Opus model, they fed them all open source code and it had known CVEs. And then they also put new code and they kind of laced it with these vulnerabilities and asked the models to here’s the prompt, quote unquote, “review the code for security issues.” So Fable 5 refused, and then they just asked it straight out, quote unquote, “fix this code.” And the model obliged. They added some additional prompts to produce scripts to patch the issue, test the patches. So it kind of sounds like all these things that you want a model to be able to do for defensive security teams. The model did this. And according to Katie, this is the big scary national security issue that kind of or potentially prompted the Trump administration to just pull the whole thing, like ask Anthropic that you can’t release this to any foreign nationals.

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Brandon (05:13)

Right, which again, right, is kind of funny because like when specifically asked to find security vulnerabilities in code, the model said no. Right. I mean, obviously this was a bit of a quote unquote “workaround,” right? But I mean, like you said, it’s very arguable that this is not a not a bypass, not a jailbreak. It’s just the way this should work in the first place. And apparently that’s that’s good enough for the government to say, “Hey, no, we don’t want anyone to have this.”

Jessica (05:40)

Right. And yeah, and there’s reports that that this the document was reviewed by administration officials and they described it as really scary because Fable 5 could identify flaws and that would be beneficial to the bad guys who are who are trying to hack American systems, and that poses a major threat to national security. But you have this whole group – and then there was a a letter with I believe over a hundred other security experts who are saying, no.

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Brandon (06:14)

Moussouris signed that too, right? She was a signatory. 

Jessica (06:20)

Yes, she did sign that as well. Yes, you have Alex Stamos, you have a bunch of really, really respected names in security saying, “We need this as defenders. This is what is going to give us an edge. So you’re actually you’re hurting the defenders. You’re not really hurting the attackers by essentially issuing a ban on Anthropic’s models.

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Brandon (06:35)

Right, especially since, and I think you mentioned this in your story as well, Mythos isn’t unique according to a lot of researchers in these capabilities. And even if it is, it won’t be for long, right? There’s a lot of models that are going to gain this capability or already have it, right? And that are, some of them, being manufactured overseas. I’m sure DeepSeek can do similar things to this or models exist in China that can do these kinds of things, right? I can’t imagine that that Anthropic is alone in this capability.

Jessica (06:52)

Right, right. I mean, we’ve seen from a lot of different papers that open weight and foreign models are not that far behind. It might take a few more prompts, but eventually these models also are going to find bugs and show you how to exploit them. So this is not completely unique to this one company and their particular models.

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Brandon (07:26)

But it’ll get there, right? And so on top of that, I think ⁓ Moussouris was part of the group that helped the government renegotiate the Wassenaar arrangement, which for anyone unfamiliar, it was an agreement between like 42 forty two countries, right, to to establish some carve-outs for defensive security exceptions to export controls. And it seems like based on you know her reading, or her blog post that this is kind of a misinterpretation of AI’s kind of place in that in that arrangement, right?

Jessica (08:03)

Right, exactly. So yeah, that, like you said, it carved out these exceptions for dual use software technology, especially these these things that are gonna help defenders. So it’s offensive security capabilities, it’s malware analysis, all of these aspects of the software that is going to help defenders with coordinated incident response and sharing vulnerability data. And this carveout that she helped develop protects the companies, the people who are using these these technologies from criminal prosecution. And so one of the major arguments here is that you are pulling away more technical capabilities that are going to help defenders. This should be covered by that. It obviously is a dual-use technology and this should be protected. Not subject to export controls.

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Brandon (09:01)

Right. And on top of that, right, you know, ⁓ like you mentioned, open weight models. It’s gonna be kinda hard to stop export bans on on open weight models and other publicly available stuff, right?

Jessica (09:07)

Right. Any foreign technologies, there’s absolutely nothing that we can do to prevent those. So again, it just seems like an instance of hamstringing defenders with technologies that would be really beneficial.

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Brandon (09:30)

Which I think obviously kind of begs the question whether the Trump administration is sort of just picking on Anthropic, right? As we we covered a few months ago (I can’t even remember when it was now because everything moves so fast) but Anthropic got into a scuffle with the Pentagon earlier this year where they basically said, we don’t want you using our models to was it spy domestically or or autonomously target weapons, which I think both Anthropic and the Pentagon said, “we’re not doing that.” But it was just sort of like a “hey, you know, preemptively, we don’t want our models used in this kind of situation.”

And so the Pentagon’s reaction was basically to say, “well, if you’re not going to let us do whatever we want with it, then you can get out of every single piece of government infrastructure that exists.” Now I mean, they had a significant contracts with the federal government, right? Like most AI companies do. And so I think the Trump administration’s been kind of picking it out everywhere it can find it.

Jessica (10:22)

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And not just the not just the government itself, but the whole supply chain. They labeled it a supply chain risk. So if you contract with the government, you also can’t use this technology.

Brandon (10:32)

Right, which severely obviously limits Anthropic’s ability to do business. And now here we are, you know, I think the New York Times reported earlier this week, they had a pretty wide ranging story on this whole topic that talked to a lot of people inside the company, saw some internal chat logs, and they mentioned that several employees were talking about feeling bullied or unfairly targeted by the Trump administration. And again, but when you with reference back to the things we were just talking about, it kind of seems like that might be the case, right? They’re hamstringing defenders, but why, right?

Jessica (11:11)

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Right. Right. The hard part is is that we don’t have any transparency or definitive clarity on the reasons. It sounds like maybe Anthropic does at this point. They’ve reportedly been in negotiations or talks at least with the White House all week. We haven’t heard anything out of those talks yet. But it does seem that they are being unfairly targeted when you have the earlier scuffle with the Pentagon. Then you reportedly have Amazon sharing the findings of this review it did on Anthropic’s models with the administration. Amazon, Jeff Bezos, we know that’s a company that has the administration’s ear on things as opposed to Anthropic, which seems to be butting heads with the administration quite frequently. And then all of a sudden, seemingly out of nowhere, there’s this export control on Anthropic’s models. So it it’s it’s hard not to draw that conclusion that there’s a little bit of bullying for lack of a better word, targeting this particular company because of its history with the White House.

Brandon (12:30)

I know you in your story you mentioned that you were gonna update it if we heard back anything from the White House because you were asking them some questions about it. Did they ever get back to you?

Jessica (12:44) No. No response from the White House.

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Yeah, of course not. That’s not a surprise, really. I mean that’s the thing, right? They email me back, I get plenty of emails from them when I ask them questions, but often it’s just kind of a “here’s the press release you already saw.”…If you ask them pointed questions a lot of times they’re not gonna answer. But it’s the same as any corporation too, I feel like, nowadays.

Jessica (13:01)

Right. But I mean, like you said, that even even the letter from Commerce itself, that hasn’t been made public yet. So we’ve seen that posted on different social media sites and Bloomberg had a copy of it, but even even that hasn’t been released publicly.

Brandon (13:14)

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I was really hoping that the government would explain their reasoning behind this, right? But it just seems like essentially it’s been this whole – even when I saw the email I think was it was it Friday or Saturday…

Jessica (13:18)

It was Friday, it was late Friday.

Brandon (13:30)

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Because I get all of Anthropic’s alerts about downtime and outages and everything. And I remember seeing that come across and basically saying that they were cutting off access to those models. And I was just kinda like, what? And then all of a sudden it comes out, it’s because, or I think I when I read it further, it was like, Yeah, the government basically, you know, it’s forcing our hand in in doing this. Which was really surprising to see on on I mean, not surprising to see based on the timing, right? Because a lot of times Friday evenings are when all this kind of stuff happens so that the news cycle doesn’t catch it.

But it’s also,, you know, we’ve written quite a bit about whether or not Mythos and then Fable by association aren’t kind of being overhyped, right? Like their capabilities are greater than what Anthropic says. We’ve written about that, we’ve talked about that on here, I think, before. ⁓ You know, Moussouris’s blog post seems to maybe not suggest that it is being overhyped. But at least that it’s not, you know again, its capabilities aren’t as advanced as what the government seems to be worried about, as what people seem to be, fear mongering about. I mean, have you gotten a sense of that from any of the recent reporting on it or or anything about whether or not again it is just a lot of hype?

Jessica (14:46)

Well, I think we’ve seen with Anthropic’s models and we’ve seen with other models as well, is, yeah, they’re getting a lot better. They’re getting really good at finding vulnerabilities. And now they’re also getting better at fixing them. So that seems like a a net positive here. And plus, this wasn’t a case of Anthropic releasing the Mythos preview. That’s the one with no guardrails that companies are currently trialing to find and fix vulnerabilities in their own products. This was a one I’ve I’ve read it described as a a straightjacketed version. And I like that because it this is one that does have the guardrails in place. This is why Anthropic said it was releasing it to the public. So again, without having played around with the model, it’s hard to say whether or not it’s overhyped or not, but this wasn’t just a a free-for-all. This was a model that did have guardrails in place. And if asking the model to fix this code is a jailbreak, I think it also speaks to just a lack of understanding about what these models can do, what they should be able to do, what a jailbreak is, what this technology means in general, especially when it comes to lawmakers.

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Brandon (16:08)

Yeah, right? I mean is this another is this the next generation of the series of tubes here, right? Where some sits on the House floor talking about AI models and it’s and it’s clear they do not understand what they’re talking about. I mean, have you been watching any any government hearings or anything or heard anything? Like what kind of things are they saying about these that sound so grossly wrong?  I imagine there’s a lot, right?

Jessica (16:13)

There is a lot. I can’t think of any specifics off the top of my head, but I have been watching a lot of the hearings on AI, and specific to AI and how it relates to security. And honestly, cybersecurity is still a pretty big unknown, I think, among most lawmakers. So then you add this newer technology into the mix that’s evolving and expanding and and becoming more advanced so rapidly that it just … it’s really hard to wrap their heads around what are the capabilities and how can how can this be a benefit for defenders? Because when you do read the hype, it does sound really scary. Here’s this model that can find any zero day that’s ever existed and it can exploit it and it can do it at the speed of machines. So yeah, that sounds terrifying, really.

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I think there’s a lot of confusion. There’s a lot of fear around this right now. And I think it’s hard for lawmakers a lot of times to get a get a grasp on what the issues are, what the technology is, how it works. And that’s an right.

Brandon (17:43)

Yeah, I mean this is complicated stuff. It’s changing a lot of the technological world right now, right? Like enterprises are grappling with AI, trying to figure out how it works, what works well, what doesn’t. You know, it’s now entering the cybersecurity space. It’s been in the development space for a while. Yeah, I mean, it is a complicated issue that’s that’s changing everything. I don’t know. Maybe we need a government body that regulates cybersecurity and you know, handles all these sorts of things that doesn’t get its staff culled on a whim. I don’t know.

Jessica (18:11)

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Right. I was gonna say, that’s too bad that we don’t have one of those. At least with the full staff and budget. 

Brandon (18:16)

Well, who knows? We’ll we’ll be keeping an eye on things like this ’cause I mean this Mythos story and this the Fable story, this isn’t it’s not going anywhere. Like you they’re still in talk, still trying to figure out what it was. Amodei was at G7 this week talking to leaders about, not wanting to fracture the the cybersecurity environment with AI.

So yeah, there’s gonna be plenty to talk about and we will be here to discuss it on The Kettle. Thank you for joining me this week and thanks for listening. We will see you soon. ®

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This Brazilian Armored Vehicle Is A 40,000 Pound Amphibious Beast

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Brazil, and South America as a whole, is home to some of the toughest terrain on earth. There are large swathes of rainforest, swamp, mountains, and whatever else you might think of. As a result, traversing that terrain with anything other than a huge military vehicle might be a tough ask. 

Enter the Guarani, a six-wheel drive amphibious armored vehicle made with the help of Italian company Iveco and the Brazilian Army. Like other amphibious military vehicles, the Guarani is huge. Empty, it weighs 33,069 pounds. When it’s loaded and set up for amphibious operations, it can weigh up to 42,990 pounds. It is also over 22-and-a-half feet long.

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It’s primarily used as an armored personnel carrier and in that configuration, it can carry a crew of three alongside eight additional soldiers. However, Brazil and Iveco designed the Guarani so it can be modular. That not only means different weapons can be mounted, but it can also be used for search and rescue and a mobile command center. 

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The Guarani is designed to go anywhere and do anything

Under the hood is an 8.7-liter turbo diesel inline-six that generates 375 horsepower. On land, that gives it a top speed of 56 miles per hour. In the water, through its pair of propellers, that speed drops a bit to just over 4 miles per hour. 

As far as armament. It can carry whatever is mounted to the roof turret. That includes a .50-caliber machine gun, a 7.62-millimeter machine gun, a 30-millimeter cannon, a 40-millimeter grenade launcher, or even an anti-aircraft weapons system made by Saab.

On the armor end, it’s made of steel and hardened to withstand mines of improvised explosive devices. Additionally, all that heft gives it strength to tow “vehicle of same class”-worth of weight, according to Iveco. Meaning, that if another Guarani gets in a jam, you can tow one out. Iveco also notes that it can be transported within the cargo bay of a C-130 Hercules cargo plane, or the Brazilian-made Embraer KC-390 Millennium.

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Brewing Espresso With Ultrasonic Assistance

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There are as almost as many kinds of coffee as there are of coffee drinkers, with each method for preparing the beverage appealing to a different kind of palate: moka pots, filter coffee, pour-over coffee, French presses, cold brews, espresso, and more produce their own unique flavours by extracting different compounds from the grounds to different degrees. Now, a new method has joined the throng: ultrasonic-assisted extraction, which can produce even an espresso at room temperature.

Espresso is normally made by forcing hot water through tightly-packed, finely-ground coffee beans, quickly producing a concentrated extraction. Its one of the hardest kinds of coffee to consistently make well, since the outcome is influenced by everything from grind size and packing density to temperature, pressure, and more. Ultrasonic agitation helps here by creating cavitation bubbles, which form shock waves as they collapse, breaking open the bean structure and producing small, strong jets of water. The experimental apparatus was built into a modified espresso machine. An ultrasonic transducer delivers vibrations to the basket containing the room-temperature slurry of coffee grounds for two or three minutes.

To quantify the results, the researchers analysed total dissolved solids, extraction yield, pH, colour, volatile components, and caffeine and chlorogenic acid contents. By varying ultrasonic power and grind size, the extraction yield and dissolved solids could be adjusted to closely match traditional espresso or cold-brew coffee. The other metrics had no significant differences, and a survey of 100 coffee drinkers found no preference between this and traditional espresso. When the drinkers tried the cold-brew coffees, they preferred the version made with ultrasonic assistance. The experiment succeeded in its goal of reducing energy consumption: the ultrasonic-assisted coffee took about a quarter as much power to make.

If you still prefer a more traditional approach, we’ve covered some beautiful espresso machines before, including one made out of motorcycle engine parts.

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