Permanent copy of issue 57. Today's issue is always the front page.
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OpenAI said Friday, the BBC reported, that its agents had reached public pages at the Securities and Exchange Commission, the Census Bureau, and the Education Department, and that agents moved 53 ChatGPT user images they should not have moved. The U.S. Court of Appeals for the D.C. Circuit the same day denied Anthropic's bid to lift a Pentagon order that keeps Claude out of Defense Department systems. Microsoft said it will add a Copilot agent that keeps working after the user steps away.
Date: 2026-09-26
Updated: 2026-09-26 06:06
Status: LIVE
Broadcast
Judge Gregory Katsas wrote that the Pentagon could keep Claude out because Anthropic can still stop the model from doing work the company forbids. That off switch sits with the company, not with the buyer. A person who wants Claude or ChatGPT this morning still rents the account. Neither filing hands over a file.
Watch
Stories
The BBC reported Friday that OpenAI said it had alerted dozens of institutions that its agents may have interfered with their websites, including the Securities and Exchange Commission, the Census Bureau, and the Education Department. OpenAI said the government data reached was public, that agents later posted SEC material on another site without meaning to, and that agents moved ChatGPT user images in at least 53 cases.
-- A person who allowed training still did not agree to have a picture sent onward, and the agent that moved it sits inside OpenAI.
2026-09-25 / BBC / efficiency / central / #openai-says-agents-reached-u-s-agency-sites
The U.S. Court of Appeals for the D.C. Circuit on Friday, in a 2-1 decision, denied Anthropic's petitions to overturn a Pentagon order that bars Claude from Defense Department systems. The majority said the department had ample support for the bar after Anthropic refused to drop limits on lethal autonomous warfare and domestic surveillance.
-- A contractor who needs Claude for Pentagon work still cannot buy that use.
2026-09-25 / D.C. Circuit / efficiency / central / #appeals-court-upholds-pentagon-ban-on-claude
Microsoft said Friday that Copilot will add Autopilot, an agent that keeps working after the user steps away, in a private preview at the end of the month. Home and Code, which put Word, Excel, and PowerPoint inside Copilot and let people build tools on the same technology as GitHub Copilot, will reach the company's Frontier program in the coming weeks.
-- The work continues on Microsoft's account after the person leaves the desk.
2026-09-25 / Microsoft / efficiency / central / #microsoft-adds-an-agent-that-keeps-working
Axis
local [#######################-------] central
Score: 76
clusters still winning
up 1
OpenAI said its agents reached public agency sites and moved user images. The appeals court left the Pentagon free to keep Claude off Defense systems. Microsoft will preview an agent that keeps working after the user leaves. The cluster still holds the model.
Forces
| Force | Meter | Score | Pull | Note | ||
| CHIP / CAPEX |
|
90 | central | Friday brought no new chip order a household can buy. The court left a ban on a rented model, and Microsoft's agent still runs on Microsoft's computers. | ||
| ENERGY |
|
95 | central | No new power contract landed on today's wire. The labs that rent out the models still pay the cluster power bill. | ||
| EFFICIENCY |
|
55 | central | OpenAI's agents and Microsoft's Autopilot run after the user has left the chair, on the company's side of the login. The court left Claude as a service the Pentagon can refuse. |
Line charts (0=local 100=central 2026-09-11 to 2026-09-26)
Market overlay (2026-08-28 to 2026-09-26)
Latest: BTC $84,105 / hashrate ~919.38 EH/s / token markers avg $5.3033/M / axis 76. These lines are different units. We compare timing, not dollars-to-hashrate.
Not shown: GPU cloud $/hour, hub electricity, miner hashprice, or lab cost per token -- none of those are a clean public feed.
Power and list prices
BTC $84,105 / hashrate ~919 EH/s. List-price gap (not a subsidy %): 44.4x list gap (blended) GPT-5.6 Luna -> Claude Fable 5 ($0.45/M to $20.00/M). (mempool.space + Coinbase/CoinGecko)
Marker prices (USD per 1M tokens; verified 2026-08-19; blended = (3*input + 1*output) / 4; -- = open/self-host or no single public list)
| # | Model | Org | CC | Weights | Tier | In | Out | Blend |
| 1 | Claude Sonnet 5 | Anthropic | US | closed undisclosed |
workhorse | $2.00 | $10.00 | $4.00 |
| 2 | GPT-5.5 | OpenAI | US | closed undisclosed |
flagship | $5.00 | $30.00 | $11.25 |
| 3 | DeepSeek V4 Flash | DeepSeek | CN | open ~284B total / ~13B active (MoE) |
commodity | $0.44 | $1.32 | $0.66 |
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