Anthropic just did what Anthropic keeps doing - making unpredictable decisions.
Hours after I sent out my last email about how I used my Fable allocation, they announced that they will extend Fable until the 12th.
🤦♂️
Then a few more hours later, OpenAI announced a shocking news of their own.
The long-awaited GPT 5.6, the ‘fabled’ Fable-killer, will be released tomorrow.
No wonder Anthropic extended Fable 5’s usage.
Meanwhile, other players are also shipping fast.
You’ve already heard of GLM 5.2 - I highly recommend running that through an Ollama Cloud account.
But others such as Sakana Fugu (Japan), OpenRouter’s Fusion, Composer 2.5 from Cursor, and this very new model called Ornith are all making waves in the market right now.
China is considering to strike back against the US by prohibiting China companies from selling inference to US buyers.
Reuters and The Straits Times reported that Chinese authorities have been holding closed-door meetings with their domestic tech giants Alibaba, ByteDance, and Zhipu AI to discuss tighter export limits.
(They’ve already proven they’re more than willing by ordering the cancellation of Manus’ buyout from Meta)
All this in response to the Trump administration' s decision to restrict foreign nationals from accessing Anthropic models.
This level of competition…
…it gives me the impression of a pot of hot bubbling soup being chucked inside a microwave oven.
It’s basically a warzone.
Anthropic vs. OpenAI
US vs China
Closed Source vs Open Source
The way this goes, either one of two outcomes will be our future.
#1: AI prices skyrocket, we’re all stuck using mediocre models, and the wealth gap increases.
#2: Open source catches up, giving everyone access to the highest level of intelligence, ushering in an era of AI-led golden age for everyone.
Few months ago my prediction was that closed source will win. Access will be restricted. Prices will be high.
But I hope I’m wrong, and that the frontier models will continue to be accessible for everyone to stand a chance at catching up and building something great.
Either way, it doesn’t change what we need to do right now.
If the good times don’t last, we must act now to take advantage of this moment.
If the good times DO last, we must act now to gain leverage from this moment.
Keep building.
FELIX