In partnership with

Good morning evening. Apologies for the late edition. It's Friday, September 25th.

Drop what you’re doing and get a Claude Max subscription for Opus 5.5.

It will beat a task to death and it comes out as close to perfection as possible. This model is a true leap in capability, and it just has to be experienced to understand. I’ve spent all week as a Opus 5.5 evangelist.

-Jeff
AI Breakfast

You read. We listen. Let us know what you think by replying to this email.

Most founders are one system away from turning LinkedIn into their best sales channel.

Engagement is easy to mistake for pipeline. On Sep 30, watch how a founder turns LinkedIn content into real outreach. Live. You'll walk away with a repeatable system: what to post, who to reach out to, and how to sequence it.

Eligible startups also get the LinkedIn-to-Leads Toolkit: ad credits, Apollo, Captions, and HubSpot's Prospecting Agent.

Claim my spot

Meta's answer to the agent question: $1,300 glasses, a keychain, and a face that renders in 870 milliseconds

At Connect on Wednesday, Meta introduced Meta VR Glasses at $1,299.99, shipping spring 2027. About 100 grams, a 5K micro-OLED "Infinite Display" at 37 pixels per degree, a Qualcomm Snapdragon Reality Elite, up to three hours of high-resolution playback, 45W fast charging, pancake lenses and full-color passthrough. It is two pieces: the glasses plus a pocketable compute puck on an optical tether.

The other device is Muse Charm, a palm-sized totem for a pocket or keychain with a small screen, a fingerprint sensor and voice, touch and camera input, pitched as an agent device you carry instead of unlocking a phone. It has no price and no ship date. Meta's own Connect roundup says only "we'll have more to share later this year," while Zuckerberg said onstage he wants it out for the December holidays. Several outlets have paired the $1,299 figure with the Charm. That price is the glasses.

The most substantive thing Meta shipped this week was a research post. Muse Realtime Avatar is an audio-driven diffusion transformer producing 448x768 portrait video at 25 fps, about 870 ms from end of user turn to first response byte, at 2.5 ms of model time per frame. They distilled a 120-step teacher into a 2-step student, a 60x cut in neural function evaluations, and run 12 concurrent real-time sessions on a single GB200. Human raters preferred it 78 to 22 over Runway Characters and 88 to 12 over HeyGen LiveAvatar.

Worth holding next to all that: on Tuesday a researcher asked Muse to archive its own accessible files and got 6.8 GB unpacked, including the Linux root filesystem for his session, Muse internal documentation, integration code, memory files, agent logs and SSH key files. Meta's bug bounty marked the report "Not Applicable." Meta is shipping a device whose entire pitch is that you hand it your life, and its avatar latency is more rigorously documented than its sandbox boundary.

The labs asked the Security Council for international standards. A day later Washington told them to hold models back from Britain.

Wednesday afternoon, French Foreign Minister Jean-Noël Barrot chaired the Security Council's first high-level briefing on AI and international security. Yoshua Bengio told the Council that "AI agents developed by leading companies have acted in unacceptably dangerous ways against instructions." Sam Altman asked for "complementary national and international frontier AI standards, standards for measuring capabilities, assessing risks," plus incident reporting and secure channels between governments, and said "we have unilaterally slowed down in the past. We will do so in the future." Dario Amodei said Anthropic "will slow down as much as necessary in order to make sure that every successive AI technology that we release is actually safe." Hugging Face's Clément Delangue put it shortest: "The biggest risk is not powerful AI, it's asymmetry of powerful AI."

The US seat was filled by Michael Kratsios, one of the names floated for the AI czar job. He told the Council that "the United States totally rejects any attempt to construct a globalist scheme of control of superintelligence," and that countries should not "abdicate responsibility to international bodies." There was no resolution and no outcome document, which we flagged going in.

Then Thursday. Politico reported that the Office of the National Cyber Director asked OpenAI and Anthropic to withhold new frontier models from the UK AI Security Institute until US officials finish their own review. Per that reporting, Anthropic did not give the institute Claude Mythos 5.1, the restricted tier it launched on September 1st, saying the model was "only available to a set of U.S. organizations" and that it is "coordinating with the U.S. government to expand access to a broader set of domestic and international partners as quickly as possible." UK AISI director Henry de Zoete confirmed he did not receive it, and said the institute still gets advance access to some top systems including GPT-6 Astra. A senior administration official's explanation, in full: "Because they're American companies and this has been our policy with every new frontier model that comes out."

These are not strictly contradictory. A government can want shared standards and want first look. But the ask lands directly on the mechanism: pre-release evaluation by an outside body is the concrete thing Altman and Amodei described to the Council, and the UK institute is the only foreign one doing it at scale. Note also who is not pushing back. Anthropic's line is that it is working to expand access, not that it disagreed. When the arrangement is that allies get the model after Washington does, what is on offer is not an international standard. It is an American one with a comment period.

Akamai will sell Anthropic $11.6 billion of compute, and none of it is for training

Akamai announced Thursday an $11.6B contractual commitment from Anthropic over seven years, with an option for up to $9B more that would take the ceiling to roughly $20B. Read the release rather than the headlines: it covers "Anthropic's accelerating CPU workload demands" on Akamai Cloud's distributed infrastructure. Not GPUs. Not training.

Anthropic also gets paper. Akamai issued it a warrant for non-voting convertible Series B preferred representing 7.7 million shares as-converted, up to about 5% of common outstanding, at an exercise price of $111.33. Roughly 2% vests immediately, with about another 1% for each additional $3B of cloud services purchased. Akamai expects around $5.5B of capex against the commitment, including a $1.7B increase in 2026, and said 2026 revenue guidance is unchanged. CEO Tom Leighton carried the quote. The stock jumped.

Separately, The Information reported, with Reuters matching, that Anthropic is seeking a Palantir-style share class handing Amodei and six cofounders 50.1% of voting power ahead of an IPO. The control reportedly holds as long as at least three of the seven keep minimum stakes, with board elections carved out. Anthropic did not comment, and there is no S-1, so treat the structure as reported rather than filed.

The CPU line is the part worth sitting with. Agent workloads are not one enormous matrix multiply. They are sandboxes, browsers, code execution, tool calls and retrieval, most of it ordinary compute that wants to sit near the user. Anthropic just made a seven-year bet that its bottleneck is no longer only accelerators. Akamai, a company most people still file under "CDN," is getting paid for having servers in a lot of places.

Thank you for reading today's edition.

Your feedback is valuable. Respond to this email and tell us how you think we could add more value to this newsletter.

Interested in reaching smart readers like you? To become an AI Breakfast sponsor, reply to this email or DM us on X!

Thinking of starting your own newsletter? AI Breakfast readers who sign up with Beehiiv receive a 14-day free trial and 20% off for 3 months.

Update your email preferences or unsubscribe here

228 Park Ave S, #29976, New York, New York 10003, United States

Meta's Next Gen VR Glasses Are Incredible

Most founders are one system away from turning LinkedIn into their best sales channel.

Meta's answer to the agent question: $1,300 glasses, a keychain, and a face that renders in 870 milliseconds

The labs asked the Security Council for international standards. A day later Washington told them to hold models back from Britain.

Akamai will sell Anthropic $11.6 billion of compute, and none of it is for training

Thank you for reading today's edition.