magic_slon @MagicSlon

Pozew przeciwko Anthropicowi za limity w abonamentach Max. Karl Kahn z Waszyngtonu zaczął od Claude Pro, w styczniu wskoczył na Max 5x, a w kwietniu na Max 20x, bo intensywnie kodował z Claude Code. Jedna pięciogodzinna sesja zjadła mu 15% tygodniowego limitu, a “20x” w praktyce okazało się ułamkiem obiecanej skali. Pozew, złożony 14 czerwca w sądzie federalnym w Kalifornii (Northern District of California), zarzuca, że firma wprowadzała klientów w błąd co do faktycznej ilości użycia oferowanej w drogich planach. Kluczowy dowód to korespondencja, którą Anthropic miał wysłać w lipcu 2025, opisująca tygodniowe limity dla każdego modelu, co według skargi pokazuje rozjazd między tym co firma wiedziała, a tym co reklamowała. Sprawa ma status pozwu zbiorowego, obejmującego użytkowników planów Max od kwietnia 2024. Pełnomocniczka Kahna, Kati Daffan z Vaca Daffan LLP, argumentuje, że to klasyczny przypadek na class action, bo prawo wymaga uczciwości w reklamie. Anthropic odmówił komentarza. Co to oznacza dla narracji o AI: pierwszy duży test prawny tego, jak firmy AI sprzedają “moc obliczeniową” konsumentom. $100 i $200 miesięcznie to nie groszowe abonamenty, a multiplikatory “5x” i “20x” brzmią jak konkretna obietnica, nie marketingowy slogan. Jeśli sąd uzna, że to nieuczciwa reklama, cała branża (OpenAI, Google, Anthropic) będzie musiała mówić językiem konkretnych liczb tokenów, a nie marketingowych “x-ów”. To pierwsza rysa na modelu subskrypcyjnym AI, który od roku jest traktowany jako oczywisty kierunek monetyzacji.

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#ROCK up 23 percent with 15 minutes left to close. Biggest green candle in weeks, breaking straight through the resistance cluster that's been capping it since March. Still Stage 1, still early, RS line turning up after months of underperformance. The question now is whether this holds into the close or fades. Molaoi drilling continues in the background. Germanium story still unpriced.

Oh the irony ! British plumbers moving to Poland's booming economy 🤡

This week the most advanced AI model on the planet got switched off by a foreign government. British researchers were studying it. British companies were testing it. British hospitals were piloting it. Not any more. This isn't an AI story. It's the story of every industry we used to lead. Britain has some of the best AI talent in the world. DeepMind was built here. Our AI Safety Institute writes the rules other countries follow. We have the researchers, the universities, the standards. What we don't have is the power stations to run the data centres, the planning system to build them, or the industrial base to make the chips. So the work happens here and the value lands somewhere else. We invent. Others build. Others decide. Then we read about it on Saturday morning. Same story as the kit our soldiers don't have. Same story as the factories we used to. I spent nine months in government making this argument inside the room. I'll make it louder from outside.

Anthropic @AnthropicAI

3 days ago

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of

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$CVE topped the SignalSmith Scanner this morning as the number one Legendary setup at 89 points, the strongest of seven Legendary signals across five sectors. Cenovus Energy is exactly the kind of name the scanner is built to surface. A Stage 2 leader, resting. THE STORY Cenovus is a Canadian oil sands operator, low cost barrels out of Alberta. Late last year it closed the MEG Energy deal and bolted fresh acreage straight onto its Christina Lake heartland. The redevelopment wells came in ahead of plan. Production hit a record 834,000 BOE a day and management is steering toward a million. Then oil did the rest. Tension around the Strait of Hormuz put a hard bid under crude, the whole energy patch lifted, and Cenovus ran harder than its peers. Up around 109 percent over the year. Earnings beat. Analysts upgraded. Now the stock has stopped going up and started to coil. THE SETUP Stage 2 Advancing. RS vs SPY +74%. RS Rank: 92, LEADER. RS Line rising. Five stars on Strength. RSI 47.6. ADX 15.7, the trend is resting, not running. Signal Meter: LEGENDARY (89). Entry: 50 SMA Pullback. Grade B+. Buy Near 28.12. Stop 27.17. Honest read: the broad market is choppy and the contraction is tight. This wants real volume through the descending line near 29.2 to confirm, not a quiet drift higher. Leader resting, finger on the trigger. Not a trade rec. Do your own work. The Anvil by Signal Smith. Now on TradingView (invite-only). signalsmithlabs.com

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$FRO came through the SignalSmith Scanner as the number two Legendary setup today, but the chart hides a better story than a single signal. THE STORY Frontline is the largest listed pure play in crude oil tankers, around eighty vessels moving oil across the world's busiest routes. Its earnings live and die on one number, the daily rate to haul a barrel by sea. When the Strait of Hormuz seized up and crude got rerouted onto longer voyages, those rates went vertical. VLCC day rates that sat in the 70 thousands last autumn pushed past 100 thousand by the first quarter, and Frontline printed its strongest quarter since 2004, then raised the dividend. THE SIGNALS Back in early January, The Anvil fired an Elite Signal on Frontline. Swing High Breakout near 23.82, five stars, RS already +55% against the market, volume 1.7x. Two more entry signals followed as the stock climbed. The system was in. Then in early March, it flipped to defense. Two Climax Top warnings printed into a blow-off bar, the largest range and volume in fifty sessions, after a 220% advance off the lows. Sell Into Strength triggered on the same candle. The message was blunt. Do not open new positions, tighten stops, take partials. That is the whole point. A system that gets you in, then tells you when the move is running hot. Selection, risk control, consistency. Not a crystal ball, a checklist. THE SETUP NOW Frontline sold off, found its footing, and pulled all the way back to the 50 SMA. Today it bounced hard, up over five percent, and it is back challenging the 52-week high. Stage 2 Advancing. RS vs SPY +94%. RS Rank: 97, LEADER. RS Line rising. Five stars on Strength. RSI 65.1 rising. ADX 14.3. Signal Meter: LEGENDARY (88). Entry: 50 SMA Pullback. Grade B+. Buy Near 36.31. Stop 35.11. Honest read: the cleaner entry was the touch of the 50 SMA last week near 36.31. Today's pop puts price right back under the 52 week high around 40, so it now needs a clean break of that level on volume to go again. The market is still choppy. A leader catching its breath at the highs. Not a trade rec. Do your own work. The Anvil by Signal Smith. Now on TradingView (invite-only). signalsmithlabs.com

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Released Tuesday. Pulled Friday. Fable 5 lasted three days before the US government decided a reported jailbreak was a national security issue. Anthropic had no choice but to switch it off globally. They disagree with the call. So do I, if I'm honest. But this sets an interesting precedent for how frontier AI models can be deployed and by whom.

ClaudeDevs @ClaudeDevs

3 days ago

As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models. Here’s what this means for you: Across Claude products, new sessions will run on your selected default model or Opus 4.8, and

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Have been involved with a lot of listed companies. One of the standout features you need to see as an investor is energy from the CEO and a passion to drive a project. Listen to this and you will find abundant energy & extensive past experience from the CEO. #ROCK is going to be imo a very big winner for all stakeholders. ⬇️⬇️⬇️ #silver #zinc #germanium

Out Of The GRND @Outofthegrnd

5 days ago

New podcast with David Price, CEO of @Rockfireplc From helicopter #gold exploration in PNG to drilling out deposits of over 1M oz, his career spans four decades and five continents. Now he's brought all of it to Molaoi. Listen here 👇 #Zinc | #Germanium

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Listening to "David Price - Rockfire Resources Plc " at buzzsprout.com/2619653/episod… #ROCK

As a Japanese watching the UK right now, I have one simple question. A Sudanese asylum seeker just tried to behead a local man in Belfast. The victim lost an eye. This comes after years of grooming gangs raping thousands of British girls — gangs that police and councils deliberately ignored because they were afraid of being called racist. In Japan, even one case like this would have triggered national outrage and immediate policy reversal. But in Britain, the conversation is still about “not being far-right.” British people, at what point does protecting your own children become more important than protecting your reputation? We genuinely do not understand this.

#BZT closed the $7 million prepayment facility today. The counterparty is Hartree Metals, a subsidiary of Hartree Partners, a global commodities trading firm co-owned by Oaktree Capital Management. The deal has been in the works since October. Hartree takes 100% life of mine offtake on copper concentrates, delivered via Walvis Bay, 60km from the NLZM Processing Plant. Facility in five tranches, four year term, 12 month grace period. Convertible at 0.16p, a 28% premium to yesterday's close of 0.125p. First concentrate production targeted Q3 2026. On time, on budget, according to management.

#WSBN is drilling 9,000 metres across a gold-copper system in Western Australia's Paterson Province. 14 RC holes completed, diamond drilling started 27 May. The project sits 20km from Telfer and 50km from Nifty. The geology has drawn comparisons to Telfer, including structural setting and sulphide mineralisation. No assays yet. First results expected end of July. That is the moment that defines what this actually is.

#EEE published the integrated processing flowsheet for Pitfield today. 99.25% TiO₂ purity confirmed at bench scale. Titanium extraction up to 98%. Gangue rejection above 90% in flotation. The cost structure is the argument. Lower acid consumption, lower leach temperatures, and a vastly smaller iron residue stream than the conventional ilmenite sulphate route. There is also an alumina co-product. 98.7% Al₂O₃ already achieved in initial testwork. That reduces reagent costs and waste, and adds a second revenue stream. Continuous piloting starts Q3 2026. Updated MRE to follow. This is a project moving through the gears. Not a trade rec. Do your own work.

#ROCK published an engineering assessment of the 1991 portal at Molaoi today. Steel support sets undeformed. No structural failure. Main access largely open. The decline runs 700 metres at 12% gradient, 3m x 3.5m wide, down to 55m below the surface. Built in 1991 and untouched since. Engineers visited on 24 May and found it largely intact. This detail was sitting in the corporate presentation earlier this year. Most people ignored it. If the infrastructure can be reused, up to €5 million of underground development does not need to be built from scratch. For a company at £12m market cap, that is not a footnote.

1/5 - An update from Molaoi. Engineers have appraised the historical underground workings, first developed in 1991, to assess whether they could be reused for future access. Here is what they found 🧵 #ROCK | #Germanium | #Zinc | #Silver

@twood__ Cantex is interesting. 260 holes, 60,000 metres drilled since 2016, but no formal resource estimate after all that drilling. No existing infrastructure, located in remote Yukon, 160km from the nearest town. Different stage entirely.

#ROCK. Lab results from HMO-016 this morning. Best intersection: 0.76m @ 22.4% Zn, 187g/t Ag and 34.6g/t Ge at 314m depth. Two more intervals below 400m, both carrying germanium. HMO-018 still waiting on the lab, but pXRF readings peaked at 47% Zn and 168g/t Ag. Field readings, not certified assays. But that’s not a number you ignore. SLR Consulting’s latest update is worth reading carefully. The lodes are thin. Geometry is more variable than the original model assumed. In some holes the main mineralised zones sit deeper than previously interpreted, potentially offset by faulting. None of that is terminal. It is the kind of complexity that makes an upgrade campaign harder and longer than it looks from the outside. Germanium is still the reason this matters. Annual results confirmed the price doubled last year, from $4,172 to $8,597 per kilogram. The EU critical minerals angle isn’t a tagline. It’s the structural argument for why this deposit has a conversation to have with governments that zinc alone wouldn’t start. HMO-019 currently in ground. Watching the lab results from HMO-017 and HMO-018. Those will tell us how the upgrade case is actually building. Not a trade rec. Do your own work.

Worth knowing what’s behind the headline. $INHD has done two reverse splits in recent months to stay above Nasdaq’s $1 minimum. There are going concern warnings in the SEC filings. An active $60M at-the-market stock program means every spike is a dilution opportunity. The $3M deal is for an AI sales agent for a used phone trading business in Hong Kong. Pre-commercial. Not live yet. The chart is not telling a breakout story. It is telling a rescue story. There is a difference.

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use. Its capabilities exceed those of any model we’ve ever made generally available.

@twood__ Thin, high-grade. Two more intervals below 400m, both carrying germanium at $8,600/kg. SLR flagged the geometry. You’re laughing at the width without reading what sits either side of it. You didn’t read the report.