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Meta Developing New Cloud Infrastructure Business

From NOW Fable's Back?Jul 1, 2026

Excerpt from Tech Brew Ride Home

NOW Fable's Back?Jul 1, 2026 — starts at 0:00

Are roll batteries the same? That's like asking ev soccer players are the same Take Messi, the most decorated player ever Is there any other player who has achieved that? No, just him. Now take Duracl. Is there any other battery with power boost ingredients inside? No, just Duracl. Remember, goats only trust goats because they're built different. and Messi only trusts Duracl Welcome to the Tch R Ride homeome for Wednesday, july first, twenty six. I'm Bran M Cella. Today, Anthropics Fable five is back, though not for me, though I don't know if that's becausecause I'm in France. They also launched Sonet five, more Death of phhysical media headlines, a one hundred and forty company group unveiled open USDA stablecoin to rule them all and Meta' building a cloud business. Here's what you miss today in the world of tech And the older I get, the more I really need a full eight hours of sleep to function. At least that's until I tried Blueprint's longevity Mix created by Brian Johnson Just one scoop helps support energy, cognitive performance, mood, focus, sleep, cellular resilience, and healthy aging The longevity mix is packed full of ingredients like magnesium chorine, glycine, and creatine. all to help you age better and survive on less sleep. Science backacked precision dose no BS. For a limited time only our listeners get twenty percent off plus free shipping at blueprint. brya njohnson. com by using code TBRH at checkout. That's code TBRH at blueprint. brianjohnson dot com for twenty percent off. After you purchase, they will ask you where you heard about them, so please support our show and tell them our show sent you It's back, quoting Bleeping compomputer Anthropic has confirmed that the Department of Commerce has lifted export controls on Claud's two most powerful models Fable five and Methos five In a post on exx anthropic confirmed that it will begin restoring access to Fable five on Wednesday On the other hand, Methos will remain exclusive to select companies We've received notice that the Department of Commerce has lifted export controls on Claud Fable five and Methos five, Anthropics said in a statement, We'll begin restoring access tomorrow and we'll share an update soon We're grateful to our users for their patience and to everyone who worked with us on redeploying the models At the moment, it's unclear if Fable five will roll out to everyone, including those outside the United States. More recently, references to known your customer features were spotted on Anthropics's website, raising concerns that models like Fable could be restricted to users who complete identity verification or possibly to certain regions at least initially In a support document, Anthropics says it is rolling out identity verification for a few use cases, and users may see a verification prompt when accessing certain cloud capabilities during routine platform integrity checks or as part of other safety and compliance measures Being responsible with powerful technology starts with knowing who is using it, Anthropic noted. The company says identity verification helps it prevent abuse, enforce usage policies, and comply with legal obligations. Antropics says it has selected personersa identities as its verification partner. You may be asked to provide a valid government issued photo ID, such as a passport, driver's license, state, or provincial ID, or national identity card. The company says photoc copies, screenshots, scanned documents, mobile IDs, student IDs, employee badges, bank cards and temporary paper IDs are not accepted. Andthropic also says users may need to take a live selfie using a phone or computer camera, and the process typically takes under five minutes, end quote. and quoting the verge to address the original jailbreak in question, which Amazon researchers had flagged and was largely responsible for setting the export control directive into motion. Anthropics said in the blog post that it had trained an improved safety classifier that targets and blocks that behavior, adding users will be notified if a request to Fable five is blocked and the request will instead be sent to Opus four point eight. The new classifier means that the specific technique described in the Amazon report is blocked in over ninety nine percent of cases The company highlighted in the blog post that there's Currently, no consensus in the AI industry for deciding on a jailbreak's severity, a problem that, quote will become more acute in the coming months as more models with powerful cybersecurity and other capabilities are trained, assessed, and released. So it said it partnered with Amazon, Microsoft, Google and other enterprises that are part of its project's glasswing program in order to draft a widely agreed upon framework for assessing AI jailbreaks with four proposed categories capability gain for the attacker, breadth of capability gain for the attacker, ease of weaponization more broadly, and discoverability or how easy it may be for someone else to repeat it Anthropics said it had also created a new team to provide twenty fourty seven monitoring of key jailbreak submission channels and would also soon debut a hacker one program for researchers to submit potential jailbreaks they have flagged for Fable five, and quote and quoting the new stack There is some bad news too. until july seventh, users on subscription plans will be able to use Fable five for up to fifty percent of their weekly usage limits. After that, they will only be available via usage credits, which are billed at the same rates as access to Anthropics API plans. For standard enterprise users, Fable five will not be part of their regular allowance, not even until july seventh Access for them will be billed through usage credits immediately. There's a short grace period until july seventh for premium enterprise seats though, and those users will get Fable five access through the subscription plan until then and quote. That's not all from Anthropic. Let's go back to the new stack. quote Andthrapic on Tuesday launched Sonnet five, the latest model in its mainstream Sonnet series The company calls Sonnet five its most agentic Sonnet model yet. And in benchmark terms, its performance is close to Opus four point eight and represents a notable improvement over Sonnet four point six. Andthropic specifically notes that it performs much better on tasks involving reasoning, tool use, software coding, and knowledge work Unlike with some previous Sonnet launches, it doesn't quite outperform the most recent version of the larger Opus model It is close enough to be a more affordable alternative to Opus four point eight for the time being because Ous five can't be far behind. asssuming it isn't held back in the same way that Fable five was. Athropic stresses that Opus four point eight, especially at higher reasoning levels, will still offer higher accuracy, but also notes that Sonnet F provides developers with lower priced options that are of much higher quality than what was previously available. At its maxed out extra high reasoning levels, Sonet F performs about in line with Opus four point eight medium to high setting on the OS worldor. verified and agentic search browse comp benchmarks But since that's also more expensive to run than Opus four point eight at the comparable reasoning level, Ous four point eight will still be the better option for some tasks Sun at five, at least on the benchmark Anthropic has made available so far Al outperforms Sonnet four point six Benchmarks only tell part of the story though. Model behavior also impacts how users perceive the model, and Athropics says that its testers noticed that the model now completes complex tasks, quote, where previous sonnet models would have stopped short, for example. To make Sunet five even more attractive to developers and maybe free up some capacity from running Opus four point eight. Anthropic is offering an introductory price for API users at two dollars per million input tokens and ten dollars per million output tokens until august thirty first It will go up to three dollars and fifteen dollars per million input slash output tokens as Anthropic has previously charged for Sonnet models When asked if this is the first time Anthropic has offered introductory pricing, a spokesperson told The new stack, we want our customers to test Sonic five against their real workloads at the lowest possible cost during the migration window. For the time being, anthropic has also increased rate limits for chat, cowork, and claoged code users to, as the company puts it, accommodate the higher token usage of higher effort levels, end quote You' never spent hours of your workday tracking down information only to find that it wasn't documented at all. It's an age old corporate conundrum Critical knowledge isn't available or accessible to the folks who need it That's the very problem our sponsor, Scribe was built to fix. Scribe is a workflow AI platform that automatically turns your workflows into clear cut documentation. All you do is turn on the Scribe browser extension or desktop app and go through your processes as you would normally. Scribe builds a guide as you go, capturing every click, step, and screenshot automatically. So what would have taken hours gets done in under a minute. too see what sccribe could look like for your org, head to sccribe dot how slash ride home and mention ride home For your first month of sccribe capture free on select plans. That's SCR IB E d. how slash ride home AI in real life, The future of AI isn't just digital, it's physical. From robots and drones to cars, industrial equipment, and medical devices, intelligent machines can transform our lives Every intelligent device needs an efficient brain, one that can reason locally, without cloud inference delays and without draining its battery That's where seEMA. AI comes in with the Aentic software environment palette meet And the mododalics machine learning system on chip hardware, developers can build high performance physical AI applications not in months, but in days and hours. Join the webinar to see how customers use reasoning, enabled AI and agentic workflows to accelerate the development of intelligent machines and autonomous systems. Discover what's possible with physical AI. headad to seEMa. AI slash neat. That's SEMa d. Ai slash neat So good, so good New summer arrivals are at Nordstrom Rack stores now. Get ready to save big with up to sixty percent off brands like Rag and Bone, Levi's, Adidas, and Free People. Join the Nordy Club to unlock exclusive discounts, shop new arrivals first, and more. Plus, buy online and pick up at your favorite rack store for free. Great brands, Great prices Why you rack Well, this is happening quickly all of a sudden. Now Sony says all new Playsttation games from both first and third party developers will be sold in digital formats from january twenty twenty eighth on thereby ending physical game discs oting Game File News. The PlayStation group calls the change a natural direction for Sony interteractive entertainment to adapt to consumer trends, as the general preference for digital media significantly outpaces physical disks, according to a Playtation blog post viewed by game file in advance of its publication As movies, TV and music have shifted from physical media to an age of downloads and streaming, Sony's move could speed the demise of physical media in a gaming context. The industry has offered consumers games via cartridges, cassettes, floppy discs CD's, DVDs, and blu rays across a fifty year stretch Sony has been reporting to investors in recent years that Playsttation games have been increasingly purchased as downloads and not as discs The most recent figures show nearly four in five purchases of full games for PlayStation four and PlayStation five were purchased digitally in the past year. Stats like that may cause today's news to carry an air of the inevitable, but Sony' declaration for twenty twenty eight is likely to produce a shock as the biggest gaming platform on the planet that uses game discs leaves them behind. Sony is committing to still selling games and physical retailers even after they drop discs in twenty twenty eight, just how those games will be sold and boxes with codes inside, as cards marked with digital redemption codes is unclear. Digital games will also continue to be sold in the online Playsttation store. New games released for Playsttation consoles prior to january twenty twenty eighth will be unaffected by the policy change, Sony says. That means the PS five games of twenty twenty seven be they a new Madden, a new God of War, a new Call of Duty, a new Sly Cooper, onene can dream, would still potentially be offered on disc Sony's timeline for a transition to a no disc era will also spin up more speculation about the timing and configuration of Sony's next generation console the probable PlayStation six. This pretty much guarantees that PS six won't arrive until twenty twenty eight at the earliest Pers Harding Rolls. Senior Games research analyst at Ampir Analysis tells Games File. Harding Rolls also concludes from today's news that the base version of a PS six will not include a physical media drive as Sony looks to keep costs down on the device Sony itself is saying nothing about the PS six today, not its timing, nor how it might or might not support internal or external disc drives in order to run disc based PS four and PS five games should the console be backwards compatible end quote Visa, Mastercard, Stripe, Black Rock Coinbase and more than one hundred and forty other companies have set up what they are calling open standard to launch Open USD, a stable coin that will share earnings from its reserves quing the block. Open Standard said businesses will be able to mint and redeem OpenUSD without fees or volume limits, while most of the income made by OUSD's reserves will be distributed to participating businesses after a small management fee. According to Open USD's website, the stablecoin is expected to launch later this year. The FAQ section on the site says that companies that join Open Standard will use OpenUSD as a core payment asset within their products and services, receive technical and integration support, and earn revenue based on the stablecoin's adoption Open USD will be managed by an independent organization with governance shared among partner companies instead of a single issuer in control The launch included support and participation from big name payment networks like Visa, Mastercard, America Express, and Discover, institutions like Black Rock, BNY, Standard Chartered, technology firms, including Google, Shopify, and IBM, and crypto firms, including Coinbase, Byibit, OKX, Metamask, Ripple and Galaxy. Today, we announced Visa is joining Open Standard alongside Stripe, Coinbase, Mastercard, blah blah, blah, all those companies Fesces headad of crypto, Ki Sheffield wrote on X. Other testimonials featured on the announcement page include Mastercard Chief Product Officer John Lambert who said shared interoperable infrastructure was key to bringing stablecoins into the broader financial system. Separately, Tempo CEO Matt Huang said Open USD will be natively issued on its network from day one with support for payments, liquidity, exchanges and decentralized finance, end quote Maybe it's not just about using AI for their existing businesses quoting Bloomberg Meta Platforms is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector for competition with industry leaders like Amazon Web Services, Microsoft, Azure, and Google Cloud Meta, which has been rushing to secure expensive data centers and other infrastructure to fuel its own artificial intelligence ambitions, is forming a business to generate revenue from excess computing powers sold to outside customers, according to people familiar with the matter. One potential plan includes selling access to various AI models that are hosted on Meta's existing AI infrastructure An approach similar to AWS's bedrock offering the People said Meta would run the data centers and chips that power the models, including its own muse spark models and charge developers to access them The company is also considering selling access to raw computing capacity akin to other so called neoc clloud businesses like Corwave, the people said Development of these new business lines is part of Mac compompute, an internal initiative to build and manage the company's AI infrastructure efforts according to a person familiar with the plans Metac compompute is led by Santosh Genarardan. MetA's headad of infrastructure, Daniel Gross, a leader inside the Meta Superintelligence Labs AI unit and Meta President Dina Powell McCormick A meta spokesperson declined to comment. The company's plans are still in development and it's possible the strategy could change. But shares of meta jumped as much as eight point six percent in pre market trading on Wednesday before pairing some of their gains. Core Weave fell nine point seven percent Meta has made developing AI super intelligence a top priority and has committed hundreds of billions of dollars to data centers and other AI infrastructure, like expensive chips that it deems necessary to make that happen That investment, which has left investors anxious about Meta's plans to earn a return on that spending, includes major computing deals with Corwave, Alphabets Google, and Oracle among others A cloud business offers one way to return some of that investment. AWS, Azure, and Google Cloud have spent decades building platforms that rent access to computing power storage and software over the internet businesses that now command tens of billions of dollars per quarter in revenue As demand for AI has surged, those providers have also expanded to rent the specialized chips and computing capacity needed to train and run AI models. It is a complex business, requiring not only vast fleets of data centers, but also software platforms, enterprise sales teams and customer support operations Elon Musk's SpaceX, which acquired his AI startup XAI in February, recently emerged as a key player in the space, renting access to its massive data center in Memphis to Anthropic earlier this year and striking a deal with Google. That strategy could help XAI generate more than fifty billion dollars in revenue by twenty twenty eight and one hundred billion dollars by twenty thirty, according to an estimate by Bloomberg Intelligence, end quote We took a red eye to get here to Paris, so I'm gonna hit publish on this and then get some dinner and then go to bed. Talk to you tomorrow. You want to get your backyard summer ready, but you don't want to break the bank? Wayfair gets it. Planning on dining alfresco, or relaxing poolside? Wayfair has everything you need to prep your space. Shop now and save up to seventy percent off during Wayfare's fourth of July clearance. Score huge deals on outdoor furniture, area rugs, and more. We're talking thousands of products for every style and budget Plus, sururprise Flash deals july sixth. Don't wait. Shop Wayfare's fourourth of July clearance now through july sixth at wayfare. com Way fair, every style, every home

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