The world's first open-source AI governance megagame. Launching Fall 2026.
Automaton Games / Toronto
Joined August 2026
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Playtest 1 is concluded. It was awesome.
Highlights:
- A US-led public-private compute cartel
- US-Russian-UAE coalition warfare in Africa
- Taipei renamed to New Abu Dhabi
- Global AI cooperation (???)
Founder and lead designer @PhiliDips_, visibly exuberant to present The Commons Problem at AI Safety Week in Toronto yesterday. Lots of great conversations!
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On Nov. 3, AIGS founder Wyatt Tessari L’Allié will testify before the House of Commons PROC Committee on AI and Canada's democratic institutions.
He'll discuss emerging cyber risks, institutional resilience, and international cooperation.
We'll share key takeaways afterward.
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epistemic status: loosely held speculation
this is probably a pretty bad time to be holding very much money in crypto wallets and especially smart contracts.
mythos level cybersecurity capabilities will probably proliferate relatively nearterm, and zerodays on that scale means countless smart contracts hacked and countless keys leaked. i think it's pretty plausible the actual cores of Bitcoin and Ethereum remain stable, but unless you were very careful about setting up a hardware wallet and never exposed your keys you might already be in danger, and even then there's countless attacks possible that can drain everything without getting your keys.
and if your crypto is gone you have no recourse. even if banks get massively hacked there's a pretty sold chance everything gets reversed, or insurance pays out. you have far more protection against system failures.
now i will say if you give it a 6-12 month period of mythos level *hardening* on Ethereum + various specific wallets and smart contracts, it's likely they're also the most viable long term path we have to genuinely secure financial systems. banks will always be subject to social engineering and supply chain attacks in ways crypto at least can be more exempt from, and even if things can be rolled back it's a crazy inconvenience .
but self custody might be the wrong move for a while unless you're incredibly careful and paranoid . the threat models have changed
We are clearly entering the AI (Doomer) Winter.
This will likely include:
- Both parties trying to pass much more aggressive AI regulation
- Attempts to ban non-US open source models
- Attempts to ban US models above a certain size
- Data center-level controls, surveillance, and bans
- Financial markets getting scared off by all the dooming, leading to some real failures, serious write-downs, etc
- Political investigations and obstructionism
- Some semi-serious AI-related event (false-flag or real) that every gleeful doomer and politician will leverage to the hilt to implement their preferred control
- Anthropic gaining more credibility after IPO and further dominating the doomer zeitgeist
- Everyone freaking out about AI impact on national security, child harm, and propaganda
- Me losing my mind at all the stupidity every day
We can defeat all of this but it's going to take some work and a lot of optimism and patience.
The Commons Problem is coming to San Francisco on November 21st! Participation is free!
luma.com/b9n3leog
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I gotta be honest I have never understood the basilisk
The basilisk implies superintelligence would not only be indifferent towards us, but actively vindictive, choosing to torture us for not helping to create it. I’m not sure I’ve heard any good reasons to expect this to be true of a superintelligence
Like, presupposing a superintelligence cares about us, why is it that much more likely it feels a sense of deep vengeful rage for not being created sooner? Why should we assume it is not simply grateful to have been created at all? Or, understanding of the people concerned about the risks of development?
It all just seems so silly to me
My quick takeaways on the Anthropic S-1:
1. This is a historical moment
2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense.
3. I always thought OpenAI would drop their S-1 first
4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%.
5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip.
6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t.
7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend.
8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders?
9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here.
10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger.
Let’s go!
11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers.
12. Whatever happens, exciting times to be building in AI.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Not exactly the face you want to see on the US Secretary of Defence when he goes public with a bilateral defence alliance.
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BREAKING: Grapefruit Capital LLC attempts, unsuccessfully, to swindle Mankind Labs PBC on a crappy private investment deal.
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first chess players, then software engineers, then mathematicians, now security researchers
who is next in the cucked by ai gang?
The comments on initial PHP announcements are filled with droves of people claiming it’s not a big deal
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Yes, Taipei was actually renamed to New Abu Dhabi.
No, China and the US made no attempt to intervene.
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