Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of debt, both for the same reason. An early warning system for AI job destruction. And, of course, The Weekend Longreads Suggestions. Anthropic says it will challenge Defense Department's supply chain risk designation in court (Engadget) Anthropic CEO apologizes for lashing out at Trump as he gears up for court battle with Pentagon (NYPost) OpenAI’s new GPT-5.4 model is a big step toward autonomous agents (The Verge) Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch (Bloomberg) SoftBank Seeks Record Loan of Up to $40 Billion for OpenAI Stake (Bloomberg) Anthropic launches AI job destruction detector (Axios) Labor market impacts of AI: A new measure and early evidence (Anthropic) Weekend Longreads Suggestions: SpaceX: the final frontier of IPOs (FT) Who needs data centers in space when they can float offshore? (TechCrunch)