Nvidia is paying $6bn to license the machine Poolside used to build its model and hiring the 109 people who ran it -- a structure the investor letter insists is neither an acquisition nor an acquihire, which is the third time Nvidia has used it.

Nvidia researchers took Claude Opus 5 from 30% to 100% on a benchmark no model has cleared without changing the model at all -- they changed the scaffolding around it and added a second agent to supervise the first.

An internal Anthropic memo disclosed in the authors' case names the book-shredding operation 'Project Panama' and says the codename exists so nobody finds out -- and eighteen groups have now asked the FTC to treat destroying the originals as an antitrust problem.