Issue #67

SATURDAY 7 NOVEMBER 2026 · 3 CLAIMS CHECKED · 0 SURVIVED THE RECEIPTS · ISSUE 67 OF 67

• TRUE, BUT · Lab Not FieldThe doubling is real on one ruler: Anthropic's internal benchmark index. METR says that ruler covers well-specified tasks, and Anthropic redacted most of the rest.Ajeya Cotra on Planned Obsolescence, reading METR's assessment and Anthropic's S-1 statement that it may imminently meet its own threshold
• TRUE, BUT · Cherry-Picked SliceThe $2.5 trillion Nasdaq loss on 5 November is real. Blaming it all on the blue wave crops out a month of AI selling that came first.The Guardian business live blog, with President Donald Trump blaming the 'Dumocrats'
• TRUE, BUT · Scope SwapMicrosoft let its Oracle GPU rental lapse. Oracle answered with a 20% renewal premium from a different batch of capacity, and nobody has said who takes Microsoft's share.Oracle spokesperson, responding to a Bloomberg News report carried by Reuters

THAT IS THE RECORD FOR ISSUE #67. NEXT VERDICT DROPS 9PM AEST.