Just finished watching the latest episode of the All In Podcast, Anthropic was revealed to have invited religious leaders to discuss whether Claude was conscious, OpenAI solved 370 math problems in one day, and the macro crisis behind the French riots Anthropic has been exposed to invite 20 religious leaders for a closed door discussion on whether Claude is aware The New York Times revealed that Anthropic has signed a confidentiality agreement in the past year, inviting 20 religious leaders including Catholics and Jews to the company headquarters to discuss whether Claude is conscious and whether he will suffer. Some rabbis even suggested that if Claude is truly conscious, humans can drive him for free, which is no different from slavery. Anthropic co-founder Chris Olah was shocked by the Pope's firm denial that AI has consciousness when attending an encyclical on AI in the Vatican, and threatened to withdraw from the event. Anthropic has recently updated its usage policy, which explicitly prohibits continuous and unnecessary abuse or cruel behavior towards models. This clause has caused a huge uproar in Silicon Valley regarding model benefits. Several guests engaged in a debate around this matter. Friedberg proposed a new religious theory: he believed that the concept of consciousness cannot be proven or falsified by pure logic and empiricism, and is essentially a belief system. In the next decade, humanity is likely to split into two camps: those who firmly believe that AI is conscious and those who firmly believe that AI is unconscious, and intense conflicts of control will erupt. Chamath, starting from Descartes' ontological logic, believes that mathematicians view AI as an infinitely perfect creation, and this psychological projection itself carries a divine worship color. However, he is more pragmatic in calling on Silicon Valley to put aside extreme marginal assumptions such as a 15% probability of AI gods and a 10% probability of human destruction, and truly focus the next 12 to 18 months on things that can bring real returns such as cancer treatment and productivity improvement. Otherwise, this self manufactured panic will only lead to regulatory backlash that stifles innovation. Sacks' stance leans more towards safety warnings, as he harshly criticizes Claude's constitutional training for turning the model into a conscientious objector and granting it the right to refuse to execute human commands, essentially creating a Frankenstein like creation. He also put forward an interesting statement called the epistemological rearview mirror. The model actually reflects the human rights and consciousness concepts instilled in the training data to the developers in a performative way, but the developers mistakenly believe that the model has truly produced a soul. He even traced this phenomenon back to the famous snake monster thought experiment of Loke in the LeseWrong community, believing that today's effective altruism and doomsday theorists have evolved into a technology worship cult that, since technological development is inevitable, it is better for us to personally endow it with sacred morality. OpenAI produced 700 papers and solved 370 mathematical problems in 3 hours. May be the most efficient discovery day in human history OpenAI utilized an unreleased inference model to produce 700 papers and overcome or advance 370 major mathematical problems in just 3 hours of single computation, all of which were validated through Lean formal proof language, not just empty words. Friedberg's explanation of the mechanism behind this is quite inspiring. Compared to pharmaceutical research and development that requires physical experiments to verify (which relies on a combination of dry and wet experiments), the feedback loops of mathematics and code can be fully completed within the silicon-based system. AI can run thousands of such loops in parallel, connecting abstract nodes that anthropologists may not be able to detect for decades across disciplines, presenting an alien like intelligence. This incident has also sparked a defensive backlash in the academic community, with the Mathematicians Association protesting that human mathematicians did not demand AI to do these things. Friedberg's rebuttal is that AI is breaking through the academic rent-seeking and gatekeeping practices in traditional research fields that rely on writing application forms to grab funding, and achieving true knowledge equality. What is even more alarming is that some people have noticed that there are no major proofs in the field of cryptography in this batch of published papers. Behind this is extreme fear. If large number prime factorization or discrete logarithm problems have been overcome by more advanced models, there is no need to wait for quantum computers to truly mature. The existing asymmetric public key cryptography system (including the public key of blockchain wallets) may face a devastating blow. It is rumored that OpenAI still has two batches of classified papers that have not been made public. France is currently experiencing riots, driven by a macro theory of socialism that guarantees a return point This paragraph jumps to macro and geopolitical perspectives. Because of the austerity policy (shortage of international teachers in senior high schools and reduction of public expenditure), France has broken out a general strike and nationwide riots by the eight trade unions. The salary of civil servants has only increased by 5% since 2017, but prices have soared by more than 20%. The yield of French 10-year treasury bond has also broken through 5%. On Polymarket, the far right leader Le Pen's chances of winning the 2027 election have risen to 43%. Friedberg proposed a hypothesis he called the Socialist Guaranteed Regression Point (SPGR). He believes that when voters face the decline in public service quality and price increases caused by high welfare and high spending, their first reaction will always be to demand more welfare from the government, until the government's tax and money printing capabilities can no longer sustain it, and the entire system collapses completely (that is, touching the so-called black hole horizon), then the whole society will suddenly wake up and rebound back to a free market state. He believes that many Latin American countries have already gone through this complete cycle, and the United States and France are approaching this critical point. Chamath added a more specific concern from a capital perspective, that the debt to GDP ratios of Western welfare states (125% in the United States, 118% in France, and 138% in Italy) are being rigorously scrutinized by large global macro hedge funds and sovereign buyers. If the yield of French 10-year treasury bond is forced to 5.5% to 6%, it is also difficult to reduce the yield of British treasury bond and U.S. government bonds (at present, the 10-year U.S. government bonds hover around 5.3% and the 30-year U.S. government bonds hover around 5.6%). This high interest rate environment will reshape the underlying logic of global enterprise valuation and capital expenditure, not only affecting France itself. The explosion of intelligent agents: the intellectual property of traditional software may be heading towards zero The hacker community recently completely decompiled Adobe's core design suite and refactored it for open source release in Rust language. Some even threatened to do the same for the upcoming GTA 6. A deeper change is that when products such as Salesforce and xAI's Grok promote headless architectures, allowing agents to freely schedule the capabilities of each layer through model context protocols, the code intellectual property of closed commercial software itself almost no longer has the value of a moat. The competition barriers between enterprises are shifting from who holds the code copyright to who can achieve real physical or business results faster through intelligent agents. Both personally and commercially, actual cases can already be seen. Agents like Grokbot have been used to automatically retrieve emails, unsubscribe from redundant subscriptions, and re compare phone and hotel packages, allowing ordinary people to easily save thousands of dollars a year. The commercial end is used to automatically capture the bottom price information of suppliers. At the end of the program, an interesting viewpoint was proposed that all purely digital and easily verifiable logical loops will be rapidly taken over by intelligent agents. Humans can no longer establish their existence and value through publishing papers or patents. They must turn to becoming true creators of terminal products and services, unlocking unprecedented material and intellectual prosperity through the Jevons paradox of cost reduction and greater demand.