Monthly Meeting May 2025

Agenda:

• Anthropic overtakes OpenAI in valuation and enterprise adoption
• Andrej Karpathy joins Anthropic
• Frontier LLMs Q2 2026: benchmarks, costs, licenses
• Chinese open-weight strategy and geopolitical implications
• Constitutional AI: how ethics is trained into Claude
• Google Code Wiki: AI-generated and continuously updated documentation
• Block (Jack Dorsey): AI-first company structure without traditional management
• OpenAI Codex: evaluation and testing methodologies for agents
• Sutskever vs LeCun: do current models actually understand?
• Tencent HY-MT1.5: on-premise translation on consumer hardware
• Hermes Agent: 158K stars on GitHub
• SynthID, reverse-SynthID and C2PA: standards for AI image authenticity