Fable 5 Is Back & Govt-Leashed, Altman Offers 5% of OpenAI & AI Grows Conscious | #269
In a Nutshell
**Fable 5 returned under US government oversight with safety classifiers, 24/7 monitoring, and early government access to frontier models, marking the first direct regulatory leash on a top AI lab.** Anthropic's paper found a "global workspace" (J-space) inside Claude resembling the machinery of consciousness—reportable, controllable internal thoughts used for reasoning that self-organized during training. Sam Altman offered the US government a 5% equity stake (~$7.6B) in OpenAI, while new data shows deep AI adopters grew headcount 10-12% versus flat growth at low adopters, and AI is now designing better AI chips to accelerate recursive self-improvement.
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Fable 5 came back online globally on July 1st with a few provisos. This feels like the first time a frontier model has a standing duty to the US government. This is probably close to the best scenario we could have hoped for.
Sam has been talking to Trump, Lutnik, Bessant, and Bernie Sanders about a 5% equity stake in OpenAI. That 5% stake would be worth about 42.6 billion. The idea that the government is going to set up some intelligent sovereign wealth equity thing is absolutely insane. The next president will immediately sell it all, turn it into cash, and then use it to buy votes in the next election.
Yesterday, Anthropic just published a paper titled "A Global Workspace in Language Models," claiming they found something inside Claude that looks a lot like the machinery of consciousness. If we can understand the innermost thoughts of these models, then there's a chance to actually shape them.
This is so exciting. The endgame looks like this. Now, that's a moonshot, ladies and gentlemen.
The host is in Mallorca, Spain, at a retreat hosted by the Festival of Consciousness, a conference coming up this weekend in Barcelona. Several thousand people show up at the Barcelona Convention Center for an experiential understanding of consciousness.
The co-host is in Germany at the moment and heading to Greece tomorrow, having just returned from Calgary where his kids are doing a month-long learning experience on responsibility and hard work at a cattle and horse ranch.
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