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Feb 5
@NTarnopolsky 1).
„ @IsraeliPM Benjamin @netanyahu is working to transfer responsibility for the task force responsible for combating crime in Israel's Arab society from his office to that of National Security Minister Itamar Ben-Gvir [1], Haaretz learned on Thursday.
@NTarnopolsky @IsraeliPM @netanyahu 2).
According to a source familiar with the matter, Netanyahu does not want »the responsibility for the horrific number of murders in Arab society to stick to him«.”

Feb. 5, 2026
@NTarnopolsky @IsraeliPM @netanyahu 3).
Endnote:

[1] „Ben-Gvir and Smotrich: The extremist duo who rose to power in Israel”

x.com/FDehyd/status/…

x.com/threadreaderap…

threadreaderapp.com/thread/1981433…

Source:

@Haaretz (@haaretzcom) archive.is/20260205121905…
Read 4 tweets
Feb 5
We worked with @Ginkgo to connect GPT-5 to an autonomous lab, so it could propose experiments, run them at scale, learn from the results, and decide what to try next. That closed loop brought protein production cost down by 40%.
GPT-5 was connected to an autonomous lab: it designed experiments, the lab executed them, and the results informed the next designs across six iterations.

In this setup, GPT-5 designed batches of experiments, the lab executed them, and the data fed back into the next round. We repeated that cycle six times, exploring 36,000+ reaction compositions across 580 automated plates.Image
We found that the improvements came from identifying combinations that work well together and that hold up in the realities of high-throughput automation.

GPT-5 identified low-cost reaction compositions that humans had not previously tested in this configuration. Cell-free protein synthesis (CFPS) has been studied for years, but the space of possible mixtures is still large. When you can propose and execute thousands of combinations quickly, you can find workable regions that are easy to miss with a manual workflow.
Read 4 tweets
Feb 5
My thoughts on the Cheshire Police @netflix #LucyLetby film 👀

(🧵 of 22)

1. The arrest footage was voyeuristic, unnecessary & unethical. Broadcasting this across the world was in poor taste and a complaint should be made to the IOPC.
2. The arrest footage showed Lucy clearly in shock - not acting - being fully co-operative with the police. Were the handcuffs REALLY necessary?
3. This footage also confirmed Lucy has high empathy towards animals and people - contrary to the false narrative stated by Cheshire Police that she was a ‘cold, evil serial killer’ 🙄 🤦‍♀️
Read 22 tweets
Feb 5
Introducing Claude Opus 4.6. Our smartest model got an upgrade.

Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.

It’s also our first Opus-class model with 1M token context in beta.
Opus 4.6 is state-of-the-art on several evaluations including agentic coding, multi-discipline reasoning, knowledge work, and agentic search.

We're also shipping new features across Claude in Excel, Claude in PowerPoint, Claude Code, and our API to let Opus 4.6 do even more. Benchmark comparison table showing Claude Opus 4.6 leading or matching top scores across 15 evaluations — including agentic coding, tool use, reasoning, and search — against Opus 4.5, Sonnet 4.5, Gemini 3 Pro, and GPT-5.2.
Claude in Excel now handles long-running and harder tasks with improved performance.

It can plan before acting, support richer functionalities like conditional formatting and data validation, and handle multi-step changes in one pass.

Read more: claude.com/blog/opus-4-6-…
Read 7 tweets
Feb 5
I feel generous today: I'll explain how to make sense of today's monstre #Natgas 360bcf draw.

Look at the chart below.
It plots:
1. U.S. HH continuous first 23 contracts (15-23 are hidden) on selected dates (lhs, $/mmBTU)
2. EOS spread (in X/V % format for consistency, rhs) 1/ Image
3. a grey box on the RHS of the chart, where I put my Storage model's levels for the last 3 EIA Reporting weeks and its EOD scenarios based on different assumptions of how the rest of the Draw Season may behave
Into the grey box I circled in red this year's EOD storage level 2/
and its trajectory over the past three EIA reporting weeks based on the conventional 10y normal weather assumption for the remainder of the Draw season from each EIA Reporting Week on.

How to make sense of this whole complex mechanism?
Declining EOD levels based on the 3/
Read 10 tweets
Feb 5
LISTEN, I survey a lot of more social media; more than most of you ever do, and I can tell you this with some certainty.

99.999% of all social posts we see — even by the most famous scholars historians, journalists and pundits — are all about the contours or specific examples
of our "MAGA/Trump" problem. It's become a kind of national horror-porn. A bottomless well of nutrients for doom-scrollers that is powering the (often-shrinking) careers of many respected people and institutions, but has very little value beyond that.

Sadly, perhaps even
tragically, a much bigger problem is that almost none of them are proposing or even promoting any solutions to any part of our problems.

Diagnosing socio-political problems is really pretty easy: almost anybody can do it. And almost everyone has in some form or another.

But
Read 17 tweets
Feb 5
First, what counts as "traditional 60/40"?
60% U.S. stocks (S&P 500 or similar)
40% U.S. investment-grade bonds (10yr+ duration)
Rebalanced quarterly
This is the benchmark for $18 trillion in assets.
The setup is already in place:
Current environment:
S&P at ~6,000 (elevated valuations)
10-year yields at 4.5%
Stock-bond correlation at +0.33
Inflation running 3%+ (above target)
Fiscal deficits $1T+ annually
We're one catalyst away from crisis.
Catalyst scenario 1: The fiscal crisis
Treasury yields spike above 6% as buyers strike.
Stocks fall 20%+ (valuation compression + growth fears)
Bonds fall 15%+ (yield spike = price collapse)
Total portfolio drawdown: 28%
Probability: 35%
Read 10 tweets
Feb 5
Illegal gold is destroying the Amazon… and our right to know 🌳

In Madre de Dios department, southeastern Peru, illegal gold mining is ravaging one of the most biodiverse regions on Earth.

1/5
🔴 In the region called La Pampa, the criminal group Guardianes de la Trocha controls most of the illegal gold production and spreads terror: extortion, forced disappearances and a code of silence. Meanwhile the forest and our right to know pay the highest price.

2/5
➡️ Thousands of people killed or disappeared since 2014 in La Pampa region
➡️ Illegal gold now more profitable than drug trafficking
➡️ Massive deforestation and irreversible ecological damage

3/5
Read 5 tweets
Feb 5
Every time another Trump-supporting influencer, journalist, social media account tells you about some horrible thing #Qatar is doing to our country, please remember that no American is a more effective promoter of the Qatari brand than the president of the United States.
#AI #MuslimBrotherhoodImage
Read 5 tweets
Feb 5
Thanks to Don Lemon, the FACE Act is suddenly getting the media scrutiny it never received back when the Biden DOJ was using it to target pro-life advocates.

Let’s review a few of the Biden admin’s “greatest hits” in FACE Act weaponization. ⬇️🧵Image
2/ In September 2022, the FBI sent 20 armed agents to conduct an early morning raid at the home of Mark Houck, a Catholic father who does street preaching near abortion clinics.

A year earlier, Houck had gotten into a brief scuffle with a Planned Parenthood volunteer who was harassing Houck’s 12-year-old son on a sidewalk outside a clinic. Although local law enforcement filed no charges, the Biden admin dramatically arrested Houck, charging him under the FACE Act.

A jury quickly found Houck not guilty, with the judge noting that federal law “seem[ed] to be stretched a little thin here.”Image
3/ In October 2022, FBI agents came to Paul Vaughn’s home at 7 a.m. and arrested him at gunpoint in front of his 11 children, for an abortion clinic protest he’d attended 18 months earlier.

While some of the pro-life demonstrators had blocked doors, Vaughn merely prayed and sang outside the clinic. Still, the Biden DOJ filed FACE Act and “conspiracy against rights” charges against him, for a maximum possible sentence of 10 ½ years in prison.

Vaughn was convicted and sentenced to three years of supervised release. He was later pardoned by President Trump.Image
Read 6 tweets
Feb 5
🧵 SILVER REALITY CHECKImage
1️⃣
Paper smackdowns are loud.
Physical demand is quiet.

But guess which one decides the endgame.

February COMEX silver just printed massive early deliveries.

That’s not noise. That’s intent.
2️⃣
As of early February:

➡️ 3,500+ delivery notices
➡️ ~18 million ounces of silver tied to delivery
➡️ Over 550 tonnes moving through the delivery mechanism

February is not a major delivery month.
Yet here we are.
Read 12 tweets
Feb 5
1/ AxiomProver has solved Fel’s open conjecture on syzygies of numerical semigroups, autonomously generating a formal proof in Lean with zero human guidance.

This is the first time an AI system has settled an unsolved research problem in theory-building math and self verifies. Image
Image
2/ We chose this problem intentionally. It is theory-building math research that requires profound capabilities including complex hierarchical decomposition, ability to backtrack, and autoformalizing definitions.

After Putnam perfect score, AxiomProver generated research math.
3/ AxiomProver is a Verified AI system (under development) that strives to be, at first, an AI mathematician. Submit your questions today!

The run is end-to-end handled by AxiomProver from a natural language statement of the problem as input. The output is a correct Lean file.
Read 6 tweets

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