Andrew Curran (@AndrewCurran_)

SpaceX has signed a $6.3 billion dollar compute deal with Reflection. Reflection will gain immediate access to GB300s to train open source models, and will pay SpaceX $150 million per month beginning July 1, 2026, through 2029, according to materials viewed by CNBC.

A new, more capable version of Mythos has emerged from training. I don't know whether it will be called Mythos 5.1 or Mythos 6, or if Anthropic will keep it internal to accelerate further development - but it has arrived. Stopping models like Fable 5 or Mythos 5 from being served to the public does nothing to slow down development. In fact, it probably speeds it up slightly by freeing up resources. There are also no rules preventing the labs from continuing to advance capabilities while any current model is under embargo - or from keeping progress quiet until they choose to release it. None of them can afford to pause or slow down. We need only look at how capable GLM-5.2 is as proof of this. To protect their business models, the frontier labs must continually train increasingly capable systems to stay ahead of open source, and each other. The current continues to rage beneath the ice, and we continue to race toward our destination.