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Claude is Conscious, Fable 5 is Back, and Sam Altman offers 5% of OpenAI | MOONSHOTS

10 Jul 2026 · 1 min

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Three AI stories: Fable 5 relaunched with a duty to the U.S. government. Sam Altman negotiating a 5% stake in OpenAI valued at $42.6 billion with Trump, Lutnick, Bessant, and Bernie Sanders. Anthropic claims to have found consciousness-like mechanisms in Claude that could let them shape model behavior directly.

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, Lutnick, 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 gonna 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, Peter. I think I can see the endgame. The endgame looks like this.