
Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating war with Anthropic. Dario Amodei calls for FAA-style AI regulation, the FBI seized fake Chinese consulting domains, and DoorDash launches AI ordering.
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Welcome to the Tech Brew Ride Home for Thursday, June 11, 2026 I'm Brian McCullough today Anthropic backtracked on secretly degrading Fable 5 for AI researchers OpenAI considers drastic token price cuts to start a price war. Dario Amodai calls for FAA style AI regulation, the FBI seized fake Chinese consulting domains and DoorDash is launching AI ordering. Here's what you missed today in the world of tech. Think you have to build your own search engine scraping infrastructure? Think again folks. SERP API can take care of all your search engine scraping needs. It lets AI products access real time web search data programmatically. No scraping infrastructure required. Their APIs offer structured JSON data from all the top search engines, including Google, Amazon and YouTube. Top tech companies already to use SERP API to power their AI agents, their market intelligence tools, and their automated research workflows. See how it can help you and your team. Serp API provides 250 free searches per month. Go check it out at serpapi.com that's serpapi.com Anthropic has been facing a bunch of backlash over the last few days. People are pissed that Fable 5 is going to be switching to full metered use in a matter of days. That sound you hear is a million vibe coders rushing to get their projects done before it becomes too expensive to use. Fable cybersecurity researchers are complaining that Claude Fable's guardrails are too strict, rejecting innocuous tasks like recording and reading blog posts or performing code reviews. Microsoft is restricting employee usage of Claude Fable 5 because of Anthropic's new 30 day retention requirements in terms of the prompts even. And some people are arguing that Anthropic secretly limits Claude's usefulness for LLM development, thereby strengthening the argument that Anthropic is using AI safety to justify monopolistic behavior. Well, Anthropic is responding to some of these concerns by today, backtracking on its decision to quietly limit Fable 5's ability to develop LLMs, saying requests will be visibly falling back to Opus 4.8 with the underline. There on visibly quoting Wired, anthropic released Claude Fable 5, a version of its latest AI model with additional safety guardrails designed to prevent misuse. Earlier this week, some of the safeguards Anthropic decided were unsurprising. The company said it would reroute users who asked questions about cybersecurity biology or chemistry to a less capable AI model to reduce the chances of someone using the advanced AI to carry out a cyber attack or build a bioweapon. But for researchers trying to use Cloudfable 5 for Frontier AI development, Anthropic outlined a different approach. The firm would deliberately degrade the model's performance in ways that were invisible to the user. The move would effectively sabotage researchers trying to use Claude to train competing AI models, which Anthropic explicitly bans in its terms of service. Anthropic now says it's changing course and that Claude Fable 5's safeguards for AI development will be visible to users. If the company suspects a user is trying to use Claude to build a highly capable AI, it will alert them that it's either refusing the request or rerouting the user to a less capable model. Anthropic reversed the policy after it received fierce backlash from the AI research community. Anthropic has already taken steps to limit competitors from using Claude to build closed and open source AI models. But critics say that quietly degrading the model's performance for certain users went a step too far. Claude's coding agent has become a favored tool among developers, including those working on open source AI research projects, and researchers tell Wired that the company's latest policy would have led to a troubling future in which only a handful of leading AI labs could perform advanced AI research. Dean Ball, a senior fellow at the foundation for American Innovation and a former advisor to the White House on AI, wrote in a post on X that degrading performance on ML research without telling the user is shockingly hostile and a terrible look. He continued in another post that the secret sabotage policy undermines Anthropic's overall stance because it limits AI researchers from collaborating on AI safety. It felt like Anthropic was saying to the public, we don't trust anybody else to do AI research, are the only ones who have to do AI research, says Will Brown, research lead at the open source AI startup Prime Intellect. It feels a bit like they are starting to pull the ladder up behind them, end quote. Brown said the policy would also have left developers in the dark about whether they were violating Anthropic's rules, since the company wouldn't alert them when its safeguards were triggered. He added that the restrictions could have had widespread consequences. For example, he pointed to the growing ecosystem of third party evaluation firms that test frontier models for safety, performance and reliability work that could have been hindered if Anthropic secretly degraded its model. Anthropic said it implemented the measures because Claude has become increasingly effective at accelerating AI research. In a recent blog post, the company said it is concerned that AI could improve its capabilities faster than society can adapt to them. Anthropic argued that it would be good for the whole world to have the option to slow or temporarily pause frontier AI development to enable societal structures and alignment research to keep up. These safeguards prevent foreign adversaries from using our most capable models in ways that pose severe safety risks. The US and its allies hold an edge in frontier chips and the highly optimized software that runs them at full potential, the company said in a statement to Wired. These safeguards ensure Claude isn't used to erode that advantage by optimizing chips developed by those adversaries. For example, in deciding whether to make them visible or invisible, we faced a choice. A hidden safeguard is harder to probe and work around. This means the safeguards can be targeted much more narrowly. Anthropic says that because the safeguard around AI development is now visible, it needs to cast a wider net, meaning more benign requests may trigger its safeguards. The company says it's working to make its classifiers more precise as quickly as possible. End quote End Quoting the Verge In Fable's System Card, a public document AI developers released to explain how a system works, Anthropic said it would handle queries it believed were distillation attempts by altering and degrading the model's answers directly. Users would not be notified that they had triggered the safety measure or informed that the response had been changed. Visible safeguards can be probed, so they have to be robust, which takes time to get right, anthropic wrote. Invisible safeguards can be targeted more narrowly, allowing us to ship quickly with very few false positives. We went with invisible safeguards for this reason, and that was the wrong trade off. You should have visibility into the safeguards we have in place and why we're sorry for not getting the balance right. End quote. Sources tell the journal that OpenAI is considering drastically lowering its prices, the prices it charges users for tokens in anticipation of similar cuts the startup expects Anthropic to soon make. Now, given this and the recent news that Sam Altman is actively asking for the US Government to come in and take a big stake in OpenAI. This is making people whisper about whether or not OpenAI is getting desperate or is a price war just being set up because everybody's about to go public because you know nobody can afford the current usage of their users. So you wouldn't think anybody could afford any sort of drastic price cuts at any point. Quoting the Journal Business executives have begun to balk at the high prices for AI usage. OpenAI chief executive Sam Altman said at a recent event that costs have become, quote, a huge issue. I think we'll have a lot of ways we can help people get more value for less spend, he said. Draft Drastic price cuts could potentially erode the profit margins of both companies, which already lose billions of dollars because of the enormous cost for computing resources needed for AI systems to process queries and carry out tasks. OpenAI is trying to catch up with its younger rival in the race to win enterprise customers that are paying large amounts of money for AI tools that can improve workplace productivity. Anthropic's revenue recently surged after its coding tool Claude Code went viral among software engineers and the five year old startup Anthropic surpassed OpenAI's valuation for the first time. OpenAI has since made its own coding tool, Codex, a focus of the company. Some corporations poured so much money into Anthropic's products that their leaders are now seeking to rein in spending. Earlier this year, an Uber executive said the company had maxed out its 2026 budget for Agentic, or autonomous AI use, and another company leader said last month that it was difficult to link AI coding productivity improvements to new customer features. Such comments from many executives have triggered a debate within Silicon Valley about token maxing, or the practice of as many tokens as possible to boost productivity, including in ways that don't generate returns on investment. A price war would be an early test of the strength of both companies, business models Ahead of hotly anticipated public listings, OpenAI and Anthropic have captured the majority of revenue from new AI products, powering their rise. But an underlying risk that investors have long identified is the interchangeability of their products and the ease with which customers can abandon one for the other. OpenAI confidentially filed for an IPO earlier this week, following in the footsteps of Anthropic. In a recent Slack message to employees, Sam Altman said the company plans to go public, quote, within the next year. End quote. AI is uncharted territory and many leaders are trying to navigate through without a guide to help them. That's why Morning Brew created the Intelligence Shift, a new podcast with PwC. It's all about how AI is fundamentally changing different industries. Host Dan Priest sits down with people who work with AI on a daily basis. Together, they discuss real stories, real strategies, and real takeaways for leaders. Get guidance from industry experts. Listen to the Intelligence Shift wherever you get your podcast.
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Meanwhile, Dario Amodai keeps playing the please regulate us card, quoting VentureBeat in a sweeping new essay titled Policy on the AI Exponential, Anthropic Co founder and CEO Dario Amadai publicly calls for new government regulations governing the release of powerful AI models, specifically comparing AI as an industry to commercial aviation, which follows regulations enforced by the US Federal Aviation Administration or faa, arguing that this is necessary to maintain public safety as AI capabilities and potential misuses grow. Alongside the essay, Anthropic released two comprehensive policy roadmaps, an advanced AI framework targeting catastrophic model risks and an economic policy framework addressing AI driven labor displacement, backed by $350 million in new funding. Amodai explicitly compares the necessary AI regulation regime to the Federal Aviation Administration, stating, Frontier AI models like airplanes should be required to go through technical testing and auditing and their release should be blocked or reversed as a threat to public safety if they do not meet high standards of safety. The company is proposing that models trained using more than 10 to the 25th floating point operations or flops or developed by companies with over $500 million in AI revenue or $1 billion in AI R&D must undergo mand third party testing. Perhaps the most sobering aspect of the announcement is Anthropic's economic policy framework. The company is publicly acknowledging that if AI achieves its predicted capabilities, it will act as a general substitute for labor rather than just a productivity tool. Amodai frames this bluntly. The key challenge in such a world won't be incentivizing growth, but finding a way for everyone to share in the benefits, end quote. To back this up as said, anthropic is committing $350 million to address economic disruption, $200 million for an economic futures to pilot public policy solutions, and $150 million for a national fellowship program. The framework actively plans for scenarios where AI drives unemployment from 5 to 10% or even unprecedented levels, advocating for policies like wage insurance, universal basic income and sovereign wealth models. End quote the FBI has seized 13 domains allegedly tied to fake consulting firms that sought information from US Government and military employees for suspected Chinese agents, quoting Reuters. These fake firms target people via job listings for consulting or analyst roles and then pressure applicants for exclusive or insider information, the department said in a statement. The announcement of the domain seizures came a week after the United States, Britain and other Five Eyes Intelligence alliance countries warned of China aggressively and increasingly using job platforms to target people for information. A spokesperson for the Chinese Embassy in Washington said that the allegation of so called Chinese espionage threat is entirely fabricated and constitutes malicious slander. We strongly condemn this. Allegations that Chinese intelligence is using phony consultancies to recruit American and other Western officials are not new. Reuters reported in March 2025 that a similar network of fake consulting firms was attempting to enlist federal employees who had been recently fired as part of Donald Trump's downsizing and reshaping of the government. The FBI and the National Counterintelligence and Security center published a short film in September 2020 dramatizing the case of former CIA officer Kevin Mallory, who in 2019 was sentenced to 20 years in prison after being convicted on charges of conspiring to transmit U.S. defense secrets to China. Mallory had initially been recruited for foreign policy consulting via social media, according to court records, and his story is prominently featured on an FBI website warning of, quote, virtual espionage using similar tactics. End quote. YouTube is rolling out a new in app messaging system for sharing videos and having one on one conversations. Quoting 9to5Google once available, the top right corner of the YouTube app will show a new messaging icon. This system lets you share videos, shorts or live streams and have one on one conversations. One nuance of this capability is how you can only talk with a person after an inviting them using a URL. That invite link, valid for seven days must be sent using a third party chat platform. It's designed to let you have conversations with friends and family that you already know rather than the broader YouTube audience. In testing last year, YouTube said this was a top feature request and something it previously offered until removing in 2019. After the recipient clicks that link you send them, they have to allow messaging or select not now. This makes YouTube's messaging feature a bit more narrow and just focused on video sharing. Additionally, unlisted video links can be shared but not private ones. Messaging in YouTube is only available for users 18 and older, with community guidelines applied to all shared content and messages. Messages can be unsent, while there's the ability to block users from messaging you again and reporting conversations. End quote. Finally today, why wait for the OSes to get agentic when you can just get agentic yourself? Quoting CNBC DoorDash is bringing artificial intelligence deeper into the user experience, allowing customers to order food and make reservations with photos and prompts. The company on Thursday announced a new chatbot called Ask DoorDash, which is launching in select markets for grocery shopping and food delivery. DoorDash plans to add reservations and additional US cities in the coming weeks. Gig economy companies are in a race to add AI into their apps as the rapid development of agentic tools changes how consumers use the Internet and mobile devices. DoorDash, along with Uber and Instacart, are rolling out new services to keep from getting left behind in a sector that's become a testing ground for AI agents. DoorDash launched AI powered tools for merchants in May and is betting on autonomous tech like delivery robots. Earlier this year, Uber launched its own AI Cart Assistant that that uses photos and prompts to build grocery lists. And late last year, Instacart introduced AI tools for grocers. The stakes are high for DoorDash, which is in the middle of a massive investment cycle that involves the creation of a unified tech platform to house all its brands following a string of big acquisitions. Purchases include a $1.2 billion deal for restaurant booking platform 7Rooms and the nearly $4 billion acquisition of Deliveroo. End quote. Nothing more for you today. Talk to you tomorrow.
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Date: June 11, 2026
Host: Brian McCullough
In this brisk, news-packed episode, Brian covers the high-drama reversal at Anthropic over hidden model limitations, rumblings of a price war between AI giants OpenAI and Anthropic, fresh calls for ‘FAA-style’ AI regulation, FBI action against Chinese domain espionage, and the spread of AI-driven chat in consumer tech—specifically at DoorDash and YouTube. The show provides fast, incisive context for the rapidly shifting landscape of AI development and regulation, enterprise AI economics, and the spread of agentic tools into daily life.
Timestamps: 00:31 – 08:44
Backlash Over Fable 5
Backtracking After Pressure
Industry and Researcher Outrage
Anthropic’s Justification
Timestamps: 08:44 – 10:41
Token Price Cuts Loom
Market Dynamics
Timestamps: 11:39 – 13:26
Dario Amodei’s Policy Push
Addressing Labor Disruption
Timestamps: 13:26 – 15:10
Timestamps: 15:10 – 17:55
YouTube Adds In-App Messaging ([15:10])
DoorDash Launches AI Chatbot ‘Ask DoorDash’ ([16:03])
This episode dives deep into the competitive and regulatory crossroads for the foundation models shaping AI’s future. Anthropic’s transparency reversal signals wariness over Big AI’s growing influence and secretive tactics, as public confidence and regulatory scrutiny mount. Meanwhile, escalating enterprise costs and looming IPOs pit OpenAI and Anthropic in a high-stakes pricing showdown, even as their products compete for a fungible customer base. With new AI-powered tools permeating daily platforms—from food delivery to video sharing—Brian spotlights how the disruption, anxiety, and arms-race logic of AI is only speeding up. As calls for government intervention merge with evidence of global digital espionage, it’s clear: the summer of 2026 is set to be hotter than ever in Silicon Valley.