AI Shut-downs, and the Iran Peace Deal – what does it all mean?

“Tonight, there’s going to be a jailbreak… don’t you be around…”There were a number of “Moments” over the Weekend. A Peace Deal in the Gulf was inevitable – but we will see energy supply chains slowly normalise and lower inflationary expectations. Equally important is the US Government switching off Anthropic’s most powerful AI models. Collectively, these two events could have enormous consequences in terms of global power and hegemony.Cage Fighting on the White House lawn seems the perfect metaphor for our times. Scotland beating Haiti at 4 am on Sunday morning at the World Cup was probably less significant, but very, very satisfying.That was a busy weekend. The peace deal between the USA and Iran is a fascinating lesson of the consequences of unconstrained power. The fact the US Government effectively turned off Anthropic’s Fable 5 and Mythos 5 AI models was a pivotal event – and could impact the coming AI IPOs, the global adoption of US AI models, the future path of AI, and the ongoing exceptionalism of the US Tech Sector.Let’s start with AI.You can read the Morning Porridge by subscribing on ⁠www.morningporridge.com⁠, and have it delivered fresh to your inbox every morning!