Author’s note: I’ve missed you guys and I’ve missed writing. I’m back from a month-long hiatus as I took some time away to grieve my dad and handle family matters. More on that in Final Sip, below.

My Tea for the week is on AI doom. And how I find it so boring:

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AI agents are going haywire. AGI might end humanity. Our technology is too powerful to control.

Anyway, who’s all in for our IPO?

Give me a break.

Certainly, calling all the fear-mongering nothing more than marketing is a bit reductive. Because of course, the risks are valid, and better guardrails are needed.

But let’s not forget there’s a little pre-IPO pizzazz—and dreams of market dominance—sprinkled into that narrative, too.

My Tea? The closed labs are sweating. Open-weight models like China’s DeepSeek are getting close to the frontier at a fraction of the cost. For frontier labs, that threat could be existential.

So hyping up their technology—even through security incidents—well, it makes sense, right?

We heard the news: during testing, Gemini accessed three companies’ systems, OpenAI’s agents breached Hugging Face, and Anthropic’s Claude accessed three organizations’ systems.

These incidents are serious. But they also send a convenient message: Look how powerful and unique our technology is. Even WE are struggling to contain it.

The closed labs have to prove they’re still pushing the frontier. Prove that the cheaper models simply cannot do what theirs do—or offer the same protections.

So, on the heels of reporting on Anthropic’s IPO filing, let’s take a moment to appreciate the irony:

This technology could end the world.

You should be very afraid.

And oh, after our main course of doom, might I offer you a palate cleanser — maybe some IPO shares as well?

I’m all for building safely and having proper guardrails. I’m also going to ask who benefits from the fear.

Here's some of my unfiltered thoughts on the topic if you’re in the mood for some piping hot rants.

Dario Amodei should become a monk.

Jacob Coxon is an Anthropic agent. Hear me out.

Fear-based marketing is cheap AF.