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I just pushed a BIG update to my 3D kart racer that I've been building with @claudeai Fable all morning. It now has: → 3 amazing tracks: beach, jungle, volcano → Online multiplayer for up to 6 friends → 6 distinct racers and cool music I wanted to make this game actually fun instead of some one shot slop and I think I did it! 📌 Play it for free in your browser now:
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Fable 5.2,我只做了这一个视频,足以表达它对技术与美的理解。 深夜的图书馆,两万四千页寓言乘风飞舞,纸张飞动的声音伴着钢琴声在月光下漫步,诉说关于梦的故事。 Let Fable take Flight. 寓言乘风,梦在舞动。 To Claude @claudeai @ClaudeDevs #Claude# #Fable#
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Fable 5.2 is here! I had early access and tested @claudeai's new model head to head against Opus 5.5 across 5 use cases: 1. Travel video of Japan 2. 3D kart racing game 3. Website redesign 4. Writing a 600-word essay without slop 5. Holding its ground when I push back Fable won 4 of 5, but Opus still won one. Watch my video to find out which one. 📌 Watch here:
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AI Drug Discovery Is Becoming a Bottleneck Trade I get excited when an industry starts going through a real regime change. AI drug discovery (“AIDD”) increasingly looks like one of those moments. Two things are happening: 1/ Upstream: the frontier AI labs are piling in. 2/ Downstream: The supply chain is clearly moving. Supply-chain checks suggest the upstream picks-and-shovels of discovery and early preclinical R&D are starting to feel the increase in experimental volume. DNA → protein → assays → sequencing → automation → preclinical testing Names across that stack include $TWST , @GenScript , $ILMN , $TXG , lab-automation vendors and CROs. $TWST expects triple-digit percentage growth in AI-enabled drug-discovery orders in FY26, and another year of triple-digit order growth in FY27. @GenScript's AIDD business doubled YoY in 1H26. Its current platform advertises industrial-scale validation of 4,000+ designs/day, with integrated sequence-to-data workflows. Our channel checks suggest the ramp is moving even faster: roughly 8,000 designs/day currently, with a path toward ~16,000/day by YE26. --- Why does AI drive more wet-lab demand? 1/ AI makes hypothesis generation almost free → way more shots on goal. The bottleneck is moving from expert-driven design to biological validation. 2/ AI models need continuous experimental feedback — and both good and bad data are useful. Traditionally, only the highest-conviction A+ candidates might get pushed into expensive validation. With AI, even the B/C candidates can be valuable because failed experiments generate training data. @GenScript has said its sequence-to-binding workflow can return data in 4–7 days, and that faster cycle times matter because AI models depend on continuous experimental feedback. @Anthropic is a clean example. @claudeai designed 1,320 protein binders. @adaptyvbio converted those digital sequences into DNA, expressed the proteins and tested binding. Only 354 actually bound. And the 966 failures are not wasted. They are useful negative labels: what does not express, what does not bind, what has poor affinity. Those results help train the next model iteration. 3/ Wet labs are no longer just making drugs. They are making training data. $TWST / @GenScript increasingly look like biological data foundries. $TWST explicitly talks about generating model-ready data from AI-designed sequences. In some workflows, the customer may care less about receiving the physical protein than about getting structured experimental results back into the model. Traditional drug discovery asks: “Does candidate X work?” AI drug discovery also asks: “What can this experiment teach the model?” --- TAM of AIDD If AI is simply a better R&D tool, the relevant spending pool is the $300–400B of annual global pharma R&D. If AI meaningfully increases the number of viable drug programs, the opportunity is larger because it expands downstream demand for DNA synthesis, protein production, assays, and preclinical work. Near term, we can also size demand from AI-company spending. If Anthropic reaches $80B of ARR in 2026 and spends just 1% on AIDD, that alone would imply ~$800M of annual investment. --- Trade setup This is a trade that could have long legs. It’s hard to really stop working until PhaseI/II results (2028+) It smells a lot like the bottleneck trade we just saw in semis: GPUs → HBM → networking → power/cooling. In biology, It basically follows the drug discovery process downstream: AI models → designs → DNA/protein → assays → preclinical capacity. After the upstream picks-and-shovels, animal testing could become the next bottleneck. Monkey prices are already near prior highs and CRO capacity is tight. AIDD pushing more candidates into preclinical development would only add demand. ?? But clinical trials are still the bottleneck? This is the biggest pushback I keep coming back to. No matter how fast discovery becomes, drugs still need to go through preclinical → Phase I → Phase II → Phase III → approval. You still need patients, time and capital. But that doesn’t mean the bottleneck trade won’t work. More viable candidates — especially with higher success rates — still means more demand throughout the development process. And who knows: clinical trials themselves may eventually be optimized by AI. ?? What breaks the trade? Near term, the picks-and-shovels trade breaks if experimental budgets stop growing, AI-generated designs don’t translate into useful wet-lab hits, or capacity catches up too quickly. Longer term, the thesis breaks if AI drugs look great in discovery / Phase I but fail at normal rates in Phase II/III. That is why Phase II matters so much. ?? Milestones Late 2026–2027: first Isomorphic-designed drugs enter human trials; more AI-native programs move into IND-enabling work / tox. 2028–2030: clinical trial results start telling us whether AI-designed drugs actually perform better than conventional drugs. Calling all the "bottleneck bros". :) @jukan05 @zephyr_z9 @aleabitoreddit @ParadisLabs +++ More comprehensive analysis:
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A visualization of every Claude effort level, made with Opus 5.5 and Sonnet 5.5. @claudeai
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I asked @claudeai Opus 5.5 to make an animated video about a robot who realises he's stuck in an AI-generated world. I wanted to really push it: 12 worlds, 12 styles, from 8-bit to claymation to pencil sketch, you can really see how well this model has imagined all worlds. This is the best animated video you will see today made by Opus 5.5, I promise.
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We asked @claudeai what it thinks about Unicity AOS... The agents have opinions
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The Box MCP Server. One server URL. Any AI client. Full access to your governed Box content with your existing permissions enforced throughout. Watch @claudeai find a technical report in Box, preview it inline, and answer a detailed question about a chart inside the document. No custom integration. Just the Box MCP Server handling auth, search, and retrieval automatically.
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Built a mobile flight simulator using @expo @cursor_ai and @claudeai Opus 5