# Anthropic's Claude Fable 5.2 Takes On Black Hole Physics, One Gene-Editing Shot Cuts Blood Fat by Nearly Two Thirds, and NASA's Twin Mars Probes Swing Past Earth

Evening Edition No. 11 · Monday, November 9, 2026, 8:00 PM ET · Singularity Nightly
Covers Friday, November 6, 2026, 6:00 PM ET to Monday, November 9, 2026, 6:00 PM ET
Edited by Dennis W. Davis. AI-assisted; see How We Make This: https://singularitynightly.com/how-we-make-this/

> Anthropic releases Claude Fable 5.2 and says it solved two open physics problems about black holes, DeepSeek's agent platform passes 1.54 million daily users, China's Ceres-2 rocket reaches orbit on its second try, NASA's twin ESCAPADE probes swing past Earth on their way to Mars, the FAA clears the first long-range drone flights out to a Gulf oil platform, a one-time CRISPR infusion cuts dangerous blood fats by 63%, the Pentagon orders an overhaul of its senior war colleges, China extends its pause on rare earth export rules to Jan. 10, Europe forms a group to write common rules for tokenized securities, and Constellation's nuclear plants sign on to power more AI.

**Stuck on AI, software or a book?**

[Office Hours with Dennis W. Davis](https://denniswdavis.com/office-hours/) is one-on-one help on Zoom with computers, creative software and publishing. Office Hours is run by Wanderlight Inc, which also publishes Singularity Nightly.

## In 60 Seconds

- Anthropic released Claude Fable 5.2, a new AI model it says solved two open problems in physics about black holes and checked a famous math proof in 30 hours.
- A single infusion of a gene editing medicine cut dangerous blood fats by about two thirds in 10 people in a small early study.
- NASA's twin ESCAPADE probes swung past Earth over the weekend and are now on their way to Mars, where they arrive in September 2027.
- China pushed back the return of its strict rules on rare earth exports, the metals inside magnets, motors and phones, to Jan. 10.

## Lead Signal

**Anthropic releases Claude Fable 5.2 and says it solved two open problems about black holes**

![A Cray C-90 supercomputer in NASA's Advanced Supercomputing facility at Ames Research Center in 1997](https://singularitynightly.com/img/editions/nasa-ames-cray-c90-1920.jpg)
*A Cray C-90 supercomputer at NASA's Ames Research Center in 1997. Today's AI models like Claude run on rows of far more powerful computers in data centers. Credit: NASA/Ames Research Center/Tom Trower*

Anthropic, the company that makes the Claude chatbot, [released Claude Fable 5.2](https://www.anthropic.com/claude-fable-and-mythos-5-2) on Monday. It comes in two versions built on the same model: Fable 5.2, open to everyone, with extra safeguards around hacking and biology, and Mythos 5.2, which only vetted groups doing computer security and life science work can use. Anthropic says Fable 5.2 "solved two open problems in theoretical physics," both about black holes, and posted the work as preprints, papers that other scientists have not yet reviewed. In another test, a team of 1,000 Fable 5.2 agents, copies of the AI each working on part of a job, formalized the proof of Fermat's Last Theorem in 30 hours. Formalizing means rewriting a proof in a language a computer can check line by line. Anthropic's earlier model, Claude Opus 5.5, finished only 26% of the same job in 18 hours. On the Remote Labor Index, a test built from real paid freelance tasks, Fable 5.2 scored 41.3%, up from 21.3% for Opus 5.5. Developers pay $8 per million tokens of text going in and $40 per million coming out; a token is a chunk of text about three quarters of a word long. Anthropic cut the input price from $10, [TechCrunch reports](https://techcrunch.com/2026/11/09/anthropic-releases-new-mythos-and-fable-models-amid-rsi-concerns/), and the release comes days after the research group METR found that Anthropic's own AI was speeding up its AI research by roughly two times. Artificial Analysis has not scored the new model yet.

> **Why it matters:** an AI that can help settle open questions in physics and check hard math could speed up science in many fields. Lower prices mean more apps and schools can afford to use it. The physics results still need other scientists to check them, and keeping the strongest version for vetted groups shows how careful labs are about misuse.

Disclosure: Singularity Nightly is drafted with help from Anthropic's Claude. We cover Anthropic like any other company.

## The Ticker

- [AI] Anthropic released Claude Fable 5.2, which it says solved two open physics problems about black holes, at $8 per million input tokens. [source](https://www.anthropic.com/claude-fable-and-mythos-5-2)
  - Why it matters: AI is starting to help with real research, not just answer questions.
- [AI] Anthropic took over orders for about 1.7 gigawatts of gas generators worth $3.4 billion to power its data centers, the Financial Times reports; neither company commented. [source](https://www.theneuron.ai/news/anthropics-3-4-billion-power-deal-ai-data-centers/)
  - Why it matters: AI companies are now buying their own power, not just computers.
- [AI] DeepSeek's Harness agent platform passed 1.54 million daily users, up from 429,000 a month earlier. [source](https://www.bloomberg.com/news/articles/2026-11-08/deepseek-s-ai-agent-platform-hits-1-54-million-daily-users)
  - Why it matters: AI helpers that do tasks on their own are catching on fast.
- [AI] Thinking Machines Lab now says the full Inkling 2 Small model will be free to download "in the coming weeks," after more safety tests, not this week. [source](https://thinkingmachines.ai/inkling/)
  - Why it matters: a free strong model is still coming, just a little later.
- [AI] Gemini 4 Carbon (High) still holds the top score of 60 on the Artificial Analysis Intelligence Index; Claude Fable 5.2 has not been scored yet. [source](https://artificialanalysis.ai/leaderboards/models)
  - Why it matters: the leaderboard may change once the new model is tested.
- [WILD] Nvidia's board opened an independent investigation after reports that CEO Jensen Huang was the target of a foreign spying effort, and said it has no reason to believe secrets were lost; the shares fell about 5% on Monday. [source](https://nvidianews.nvidia.com/news/statement-from-nvidia-board-of-directors) Not investment advice.
  - Why it matters: Nvidia makes most of the chips that run AI.
- [WILD] Constellation Energy signed a 20-year deal with Google to add about 890 megawatts at 11 of its nuclear reactors. [source](https://www.sec.gov/Archives/edgar/data/0001868275/000186827526000116/ceg-20261109991.htm) Not investment advice.
  - Why it matters: squeezing more power from plants we already have is a fast way to feed AI.
- [LAUNCH] China's Ceres-2 rocket from Galactic Energy reached orbit with 4 satellites on Friday, after its first flight failed in January. [source](https://ll.thespacedevs.com/2.3.0/launches/previous/?net__gte=2026-11-06T23:00:00Z&mode=list)
  - Why it matters: more private rockets means more rides to space.
- [LAUNCH] Rocket Lab reported record quarterly revenue of $267.8 million and more than $515 million in new contracts for its bigger Neutron rocket, which first flies no earlier than 2027. [source](https://www.sec.gov/Archives/edgar/data/0001819994/000181999426000073/rklb-11092026ex991.htm) Not investment advice.
  - Why it matters: a second big reusable rocket would mean more choices for getting to space.
- [LAUNCH] A Falcon 9 launched the classified USSF-432 mission for the Space Force from California on Friday, and its booster landed after its 8th flight. [source](https://spaceflightnow.com/2026/11/06/falcon-9-to-launch-from-california-on-classified-mission-for-u-s-space-force/)
  - Why it matters: reusing boosters keeps launches cheap and frequent.
- [LAUNCH] China's Long March 12 put 9 more Guowang internet satellites in orbit on Sunday, its 10th flight. [source](https://www.china-in-space.com/p/tenth-long-march-12-adds-to-guowang)
  - Why it matters: China is building its own giant satellite internet network.
- [LAUNCH] SpaceX set Starship Flight 15 for no earlier than Friday, Nov. 13, at 5:45 PM ET, with plans to catch both the booster and the ship; the FAA license is still pending. [source](https://x.com/SpaceX/status/2119093662957060389)
  - Why it matters: catching both halves is the step toward a fully reusable rocket.
- [ORBIT] NASA's twin ESCAPADE probes swung past Earth on Saturday and Monday and are now headed to Mars. [source](https://science.nasa.gov/science-research/heliophysics/nasas-escapade-completes-powered-earth-flybys-now-en-route-to-mars/)
  - Why it matters: they will study how Mars lost most of its air.
- [ORBIT] NASA opened applications for its next class of astronauts, due by 11:59 PM ET on Dec. 3. [source](https://www.nasa.gov/news-release/nasa-seeks-next-generation-of-explorers-to-join-astronaut-corps/)
  - Why it matters: the people picked could walk on the Moon.
- [ORBIT] NASA's Chandra X-ray telescope found a hidden black hole or neutron star behind a star that flares every 113 days, about 30 million light-years away. [source](https://science.nasa.gov/missions/chandra/nasas-chandra-finds-source-of-stars-mysterious-outbursts/)
  - Why it matters: X-rays reveal partners that ordinary telescopes cannot see.
- [AIR] The FAA gave the first approval for long-range drone flights from Shell's base in Louisiana out to an oil platform in the Gulf. [source](https://www.faa.gov/newsroom/faa-advances-american-drone-dominance-first-its-kind-authorization-long-range-drone)
  - Why it matters: drones could take over long, risky trips that now need boats and helicopters.
- [AIR] Archer said its Midnight air taxi received a special FAA airworthiness certificate that it says lets piloted flights begin in Los Angeles in the coming weeks; it has about $1.4 billion in cash. [source](https://www.sec.gov/Archives/edgar/data/0001824502/000182450226000087/archerq326earningspressr.htm) Not investment advice.
  - Why it matters: air taxis are getting closer to flying over real cities.
- [AIR] Five federal departments agreed to speed up reviews of systems that spot and stop unwanted drones, in as little as 24 hours. [source](https://www.faa.gov/newsroom/trump-administration-deepens-interagency-collaboration-protect-nations-skies-unmanned)
  - Why it matters: more drones in the sky means more need to stop the bad ones.
- [MED] One infusion of CRISPR Therapeutics' gene editing medicine CTX310 cut triglycerides, a blood fat, by 63% in 10 people. [source](https://ir.crisprtx.com/news-releases/news-release-details/crispr-therapeutics-presents-phase-1b-data-ctx310r-demonstrating)
  - Why it matters: a one-time treatment could one day replace years of daily pills.
- [MED] The FDA approved Bayer's Sunharbo (asundexian), the first Factor XIa inhibitor, a new kind of blood thinner, to help prevent another stroke in some adults who just had a mild one. [source](https://www.fda.gov/news-events/press-announcements/fda-approves-first-factor-xla-inhibitor-help-prevent-stroke-certain-adults-high-risk)
  - Why it matters: in a study of 12,327 adults it cut the risk of another stroke by 26%.
- [MED] Lilly's daily GLP-1 pill orforglipron cut breathing pauses during sleep by about 18 an hour in people with sleep apnea, versus about 5 on a dummy pill. [source](https://newsroom.heart.org/news/daily-oral-glp-1-medication-reduced-episodes-of-sleep-apnea-in-adults-with-excess-weight)
  - Why it matters: a pill could help people who struggle with a breathing mask at night.
- [MED] A newer way of placing pacemaker wires cut deaths, heart failure hospital stays or heart muscle damage by 59% in 685 patients. [source](https://newsroom.heart.org/news/novel-pacemaker-technique-reduced-cardiac-events-in-people-with-a-heart-rhythm-disorder)
  - Why it matters: a small change in how doctors work can protect the heart for years.
- [MED] A drug called pelacarsen lowered the inherited cholesterol particle Lp(a) by 78% in 8,323 patients but did not prevent heart attacks or strokes. [source](https://newsroom.heart.org/news/lp-a-horizon-trial-lp-a-fell-by-78-but-cardiovascular-outcomes-unexpectedly-neutral)
  - Why it matters: lowering a number in the blood does not always mean fewer heart attacks.
- [DEF] Secretary of War Pete Hegseth ordered an overhaul of the military's five senior war colleges, with 33 directives that take effect now. [source](https://www.stripes.com/theaters/us/2026-11-09/hegseth-overhaul-senior-service-colleges-23413484.html)
  - Why it matters: these schools train the officers who will lead the military for decades.
- [POLICY] China extended its pause on tougher rare earth export rules to Jan. 10, 2027, and the U.S. matched it by extending a pause on its own rule to the same date. [source](https://www.federalregister.gov/documents/2026/11/09/2026-22793/extension-of-the-suspension-of-expansion-of-end-user-controls-for-affiliates-of-certain-listed)
  - Why it matters: rare earths go into everything from phones to electric cars.
- [POLICY] The U.S. car safety agency opened a review of whether Waymo's software fix stopped its robotaxis from passing stopped school buses. [source](https://techcrunch.com/2026/11/09/waymo-robotaxis-kept-illegally-passing-school-buses-after-software-fix-feds-say/)
  - Why it matters: self-driving cars must prove they keep children safe.
- [POLICY] A leaked draft of the EU's Digital Fairness Act would let adults switch off autoplay, streaks and chatbots built to act like friends, according to reports. [source](https://www.techtimes.com/articles/330286/20261109/eu-dark-patterns-law-listed-wednesday-digital-fairness-act-targets-firms-platform-rules-miss.htm)
  - Why it matters: it targets app designs that keep people scrolling longer than they mean to.
- [TOKEN] Formation Securities told the SEC it plans a venue to trade tokenized shares around the clock on the Solana blockchain, starting in early 2027. [source](https://www.stocktitan.net/news/EXOD/formation-securities-notifies-sec-of-intent-to-operate-first-4pjl3dop7kiq.html) Not investment advice.
  - Why it matters: stock trading that never closes is moving closer.
- [TOKEN] Securitize, in its first report as a public company, said tokenized assets on its platform averaged a record $5.0 billion last quarter. [source](https://www.cnbc.com/2026/11/09/tokenization-platform-securitize-reports-gains-expands-into-asset-backed-finance.html) Not investment advice.
  - Why it matters: companies that turn investments into tokens are growing into real businesses.
- [TOKEN] Tokenized real-world assets stood at $39.78 billion, up from $39.36 billion on Friday, per RWA.xyz. [source](https://app.rwa.xyz/) Not investment advice.
  - Why it matters: the total keeps holding near record highs.

## The Desks

### AI Models

**DeepSeek's agent platform passes 1.5 million daily users**

![Illustration: many small glowing helpers carrying tasks along lines of light](https://singularitynightly.com/img/editions/deepseek-harness-agents-1376.jpg)
*Many small glowing green helpers moving along lines of light, each carrying a task. Credit: Illustration: Singularity Nightly (AI-generated)*

DeepSeek, the Chinese AI lab known for free models anyone can download, said its Harness platform had 1.54 million daily users in the week that ended Nov. 4, up from 429,000 on Oct. 7, [Yicai reports](https://www.yicaiglobal.com/news/deepseek-harness-releases-dau-data-for-first-time-topping-15-million). Harness is a place to run AI agents, programs that take a goal and carry out the steps on their own, like searching, writing code or filling in forms. Its users now push about 92 trillion tokens through it a day, and it offers about 35,000 plug-ins, add-ons that let agents use other apps and services, [Bloomberg reports](https://www.bloomberg.com/news/articles/2026-11-08/deepseek-s-ai-agent-platform-hits-1-54-million-daily-users). It is the first time DeepSeek has shared how many people use it. The numbers come from DeepSeek itself and have not been checked by anyone else.

> **Why it matters:** agents are the next step after chatbots: instead of answering a question, they do the job. More than a million people a day using one platform shows this is spreading beyond experts. It also means the race between American and Chinese AI is now a race for everyday users, too.

### Launches

**China's Ceres-2 rocket reaches orbit on its second try**

![Galactic Energy's Ceres-2 rocket lifting off from the Jiuquan launch center](https://singularitynightly.com/img/editions/ceres-2-second-flight-640.jpg)
*Galactic Energy's Ceres-2 rocket lifts off from the Jiuquan launch center on its second flight. Credit: Galactic Energy*

Galactic Energy, a private Chinese rocket company, launched its new Ceres-2 rocket from the Jiuquan launch center at 6:37 PM ET on Friday and put 4 satellites into orbit, [Launch Library 2 shows](https://ll.thespacedevs.com/2.3.0/launches/previous/?net__gte=2026-11-06T23:00:00Z&mode=list). The satellites, for taking pictures of Earth and testing new technology, went into a sun-synchronous orbit, a path over the poles that passes each place on Earth at the same time of day. It was the first success for Ceres-2; its first flight in January failed, [SpaceNews reports](https://spacenews.com/ceres-2-reaches-orbit-kinetica-2-lofts-qianfan-satellites-in-four-launch-week-for-china/). Ceres-2 is bigger than the company's smaller Ceres-1 rocket, which has flown many times. Four rockets reached orbit around the world in the window, including a Falcon 9 for the Space Force on Friday and a Long March 12 with internet satellites on Sunday.

> **Why it matters:** a rocket that fails once and then works shows a company learning fast. More rockets from more companies give satellite makers more choices and lower prices. China now has several private companies flying rockets, not just its government.

### Satellites and Orbit

**NASA's twin ESCAPADE probes swing past Earth and head for Mars**

![Engineers at rows of monitors in the ESCAPADE mission operations center at UC Berkeley](https://singularitynightly.com/img/editions/escapade-mission-ops-berkeley-2000.jpg)
*The ESCAPADE mission operations room at the University of California, Berkeley, during the first powered flyby on Nov. 7. Credit: Alan Toth/UC Berkeley Space Sciences Laboratory*

NASA's two ESCAPADE spacecraft [flew past Earth](https://science.nasa.gov/science-research/heliophysics/nasas-escapade-completes-powered-earth-flybys-now-en-route-to-mars/) over the weekend and fired their engines to head for Mars. The first passed about 1,000 miles above Earth around 5:00 AM ET on Saturday; the second came within about 650 miles around 6:00 AM ET on Monday. Each flyby used Earth's gravity as a slingshot, called a gravity assist, plus a burn of about 9 minutes. The twins, built by Rocket Lab and run by the University of California, Berkeley's Space Sciences Laboratory, launched one year ago and took a looping path that brought them back past Earth. They are due to slip into orbit around Mars on Sept. 7 and Sept. 9, 2027, and start science in June 2028. Flying side by side, they will measure how the solar wind, the stream of particles from the Sun, strips away the thin Martian air. NASA's Michele Cash said "ESCAPADE's findings could help us plan and prepare for future human exploration."

> **Why it matters:** Mars once had thick air and water, and most of it is gone; these probes will help explain why. Knowing how space weather hits Mars helps keep future astronauts and their radios safe. The probes are on their way now and arrive in less than a year.

### Air Mobility

**The FAA clears the first long-range drone flights out to an oil platform in the Gulf**

![A Skyways drone](https://singularitynightly.com/img/editions/skyways-v2-over-ocean-1600.jpg)
*A Skyways drone, from the company's press images. Credit: Skyways*

The Federal Aviation Administration [gave its first approval](https://www.faa.gov/newsroom/faa-advances-american-drone-dominance-first-its-kind-authorization-long-range-drone) for a long-range drone flight program over water, under Section 927 of the 2024 law that sets the FAA's rules and budget. Skyways' V2, a self-flying drone that takes off and lands straight up like a helicopter, will fly from Shell's base in Gibson, Louisiana, to a Shell platform in the Gulf, [DroneLife reports](https://dronelife.com/2026/11/09/faa-grants-first-authorization-for-bvlos-drone-operations-over-gulf/). On the way out it will inspect the pipeline below, and at the platform it will make a practice delivery. These are BVLOS flights, short for beyond visual line of sight, where no pilot can see the drone with their own eyes. Michael Kratsios, the White House science adviser, said the goal is a future "where advanced drone operations are routine." The FAA did not say how far the drone will fly.

> **Why it matters:** today, boats and helicopters carry people and parts to offshore platforms, which is slow, costly and risky. A drone can check a pipeline or drop off a small part without putting a crew in the air. The wider rule for drones flying out of sight, called Part 108, is still under review.

### Medicine

**One infusion of a gene editing medicine cuts a dangerous blood fat by nearly two thirds**

![Illustration: a liver cell with tiny scissors trimming DNA](https://singularitynightly.com/img/editions/ctx310-liver-gene-edit-1376.jpg)
*A glowing green liver cell with a tiny pair of scissors trimming one strand of DNA inside it. Credit: Illustration: Singularity Nightly (AI-generated)*

CRISPR Therapeutics [reported early results](https://ir.crisprtx.com/news-releases/news-release-details/crispr-therapeutics-presents-phase-1b-data-ctx310r-demonstrating) Monday at the American Heart Association meeting in Chicago for CTX310, a medicine given once through a drip into a vein. It travels to the liver and uses CRISPR, a tool that edits DNA like the find and replace button in a word processor, to switch off a gene called ANGPTL3. That gene's protein slows the body's clearing of fat from the blood. The study had 10 adults with severe hypertriglyceridemia, very high triglycerides, a blood fat that can inflame the pancreas and harm the heart; their starting level was more than 1,000, when under 150 is normal. After 30 days, ANGPTL3 fell 65% and triglycerides 63%, and the drops held in the 7 people followed for 90 days or more. No one had a serious side effect from the medicine; one person had a moderate reaction to the infusion that went away. Dr. Ashish Sarraju of the Cleveland Clinic, who presented the data, said "These results are promising and represent a new pathway for lipid management," [the Cleveland Clinic reports](https://newsroom.clevelandclinic.org/2026/11/09/gene-editing-therapy-trial-dramatically-lowers-dangerous-blood-fat-levels). Nobody knows yet how long the effect lasts.

> **Why it matters:** millions of people take pills every day to keep their blood fats down. A one-time edit could one day do the same job for life. This was a small first study in 10 people, and bigger, longer trials come next.

### Defense

**The Pentagon orders an overhaul of its senior war colleges**

![Students, staff and faculty of the U.S. Naval War College outside Luce and Pringle Halls in Newport, Rhode Island](https://singularitynightly.com/img/editions/naval-war-college-newport-1000.jpg)
*Students, staff and faculty of the U.S. Naval War College outside Luce and Pringle Halls in Newport, Rhode Island, in October 2024. Credit: U.S. Navy photo by Bruce Katz, via DVIDS*

Secretary of War Pete Hegseth signed an 8-page memo with 33 directives to change how the military's top schools teach, [the Department of War says](https://www.war.gov/News/News-Stories/Article/Article/4645001/hegseth-mandates-military-education-reform/). He announced it Monday at the Naval War College in Newport, Rhode Island. The rules take effect now at the Army War College, the National Defense University, the Naval War College, Marine Corps University and the Air War College, [Stars and Stripes reports](https://www.stripes.com/theaters/us/2026-11-09/hegseth-overhaul-senior-service-colleges-23413484.html). These senior service colleges are where colonels, Navy captains and senior civilians study war, strategy and leadership before taking top jobs. The memo asks every program one question: "Does this program forge leaders who will win America's wars?" Hegseth holds a Pentagon news briefing on Tuesday.

> **Why it matters:** the officers who learn at these schools go on to run the military's biggest decisions. What they study shapes how the country plans for new kinds of war, from drones to space. The details will become clearer at Tuesday's briefing.

### Law and Policy

**China keeps its pause on tough rare earth export rules until Jan. 10**

![Small piles of rare earth oxide powders](https://singularitynightly.com/img/editions/usgs-rare-earth-oxides-2000.jpg)
*Small piles of rare earth oxide powders, the raw materials for magnets and electronics. Credit: Peggy Greb, USDA Agricultural Research Service, via USGS*

China's Commerce Ministry and customs agency said Monday they will keep six sets of tougher export rules from 2025 on hold from Nov. 11 until Jan. 10, 2027, [FX168 reports](https://www.fx168news.com/express/fastnews/1465202), and [Reuters confirmed](https://www.thestar.com.my/aseanplus/aseanplus-news/2026/11/09/china-extends-suspension-of-rare-earth-export-controls-until-january) the two-month extension. The pause was due to end on Tuesday. Rare earths are 17 metals used in strong magnets for electric car motors, wind turbines, phones and missiles, and China mines and processes most of the world's supply. The paused rules would have added more metals to the list and required licenses even for some products made outside China with a small amount of Chinese rare earths inside. China's older license rules on seven rare earths, from April 2025, stay in place. The same day, the U.S. Commerce Department [extended a pause](https://www.federalregister.gov/documents/2026/11/09/2026-22793/extension-of-the-suspension-of-expansion-of-end-user-controls-for-affiliates-of-certain-listed) on its Affiliates Rule, which would stretch U.S. export limits to companies owned by firms on its blacklist, to the same date. The leaders of both countries are expected to meet at the APEC summit in Shenzhen on Nov. 18 and 19.

> **Why it matters:** if rare earth shipments stop, factories that make cars, phones and wind turbines can stall, and prices go up. Two more months of calm gives companies time to plan. It is a short delay, not a deal, and the deadline is now Jan. 10.

### Tokenized Assets

**Europe forms a group to write common rules for tokenized securities**

![European Union flags in front of the Berlaymont building in Brussels](https://singularitynightly.com/img/editions/eu-berlaymont-flags-1200.jpg)
*European Union flags in front of the Berlaymont building, the European Commission's headquarters in Brussels. Credit: European Union, 2018 (CC BY 4.0)*

The European Central Bank, the European Commission and ESMA, the EU's markets watchdog, [are setting up](https://www.esma.europa.eu/press-news/esma-news/eu-seeks-nominations-stakeholder-group-tokenisation-standards-finance) the European Tokenisation Standards Group and asked companies on Monday to nominate members. Tokenized securities are shares, bonds and funds recorded on a blockchain, a shared digital record that many computers keep in step. Today each project tends to build its own system, so the group will write common standards for holding and settling these assets, so that different blockchains and older market systems can work together, [its mandate says](https://www.esma.europa.eu/sites/default/files/2026-11/Mandate_of_the_European_Tokenisation_Standards_Group.pdf). People from the industry will lead it, and the three authorities will watch as observers. Nominations close Nov. 27, the work starts in January 2027, and the first standards are aimed for early 2028. Not investment advice.

> **Why it matters:** common rules are like agreeing on one size of electric plug: they let pieces from different makers fit together. That could make it cheaper and faster to buy and sell investments across Europe. The first standards are more than a year away.

### Wildcard

**Constellation's nuclear plants sign up to power more AI for Google and Amazon**

![Illustration: a nuclear plant with power lines running to a data center](https://singularitynightly.com/img/editions/constellation-nuclear-plant-1376.jpg)
*A nuclear plant sending power to a data center. Credit: Illustration: Singularity Nightly (AI-generated)*

Constellation Energy, the biggest owner of nuclear power plants in the U.S., [said Monday](https://www.sec.gov/Archives/edgar/data/0001868275/000186827526000116/ceg-20261109991.htm) that Google signed a 20-year power purchase agreement, a long contract to buy electricity from specific plants, that pays for more than $4.3 billion of uprates at 11 reactors. An uprate is an upgrade that lets an existing plant safely make more electricity; these add about 890 megawatts, enough for several hundred thousand homes, with the first in 2028. Amazon signed a 20-year deal for 690 megawatts tied to more than $3 billion of work at the Calvert Cliffs plant in Maryland. Constellation's reactors ran 97.2% of the time they could have in the quarter, a measure called the capacity factor. CEO Joe Dominguez said "we can power the growing digital economy while strengthening our electric grid." Not investment advice.

> **Why it matters:** AI needs huge amounts of electricity, and nuclear plants make it day and night without burning fuel that warms the planet. Getting more out of plants that already exist is faster than building new ones. The added power starts arriving in 2028.

## Watch

[Video: All-In (Nov. 7): the hosts on the roughly $4 trillion AI stock sell-off and the pause on building new data centers.](https://www.youtube.com/watch?v=2v8b062QzTI)
[Video: Moonshots with Peter Diamandis, episode 309 (Nov. 7): Dave Blundin, Salim Ismail and Dr. Alexander Wissner-Gross on AI that helps build better AI, and a 5% drop in the Nasdaq.](https://www.youtube.com/watch?v=WF-ADiC7Khs)
## Voices

- Elon Musk, on X, said of fixes to xAI's Grok Bot agent after complaints about usage limits, "you should notice a dramatic improvement by tomorrow." [source](https://x.com/elonmusk/status/2119617455102333206) (opinion)

## By the Numbers

- 41.3%: Claude Fable 5.2's score on the Remote Labor Index of real freelance tasks, up from 21.3% for Claude Opus 5.5. [Anthropic](https://www.anthropic.com/claude-fable-and-mythos-5-2)
- 30 hours: how long 1,000 Fable 5.2 agents took to formalize the proof of Fermat's Last Theorem. [Anthropic](https://www.anthropic.com/claude-fable-and-mythos-5-2)
- 1.54 million: daily users of DeepSeek's Harness agent platform. [Bloomberg](https://www.bloomberg.com/news/articles/2026-11-08/deepseek-s-ai-agent-platform-hits-1-54-million-daily-users)
- 4: orbital launches worldwide in the window; 261 in 2026. [Launch Library 2](https://ll.thespacedevs.com/2.3.0/launches/previous/?net__gte=2026-11-06T23:00:00Z&mode=list)
- 650 miles: how close the second ESCAPADE probe came to Earth on Monday. [NASA](https://science.nasa.gov/science-research/heliophysics/nasas-escapade-completes-powered-earth-flybys-now-en-route-to-mars/)
- 26%: how much the FDA-approved pill Sunharbo cut the risk of another stroke in 12,327 adults. [FDA](https://www.fda.gov/news-events/press-announcements/fda-approves-first-factor-xla-inhibitor-help-prevent-stroke-certain-adults-high-risk)
- 63%: the average drop in triglycerides 30 days after one CTX310 infusion, in 10 people. [CRISPR Therapeutics](https://ir.crisprtx.com/news-releases/news-release-details/crispr-therapeutics-presents-phase-1b-data-ctx310r-demonstrating)
- 33: directives in the Pentagon's memo on its senior war colleges. [Stars and Stripes](https://www.stripes.com/theaters/us/2026-11-09/hegseth-overhaul-senior-service-colleges-23413484.html)
- Jan. 10, 2027: the new end of China's pause on tougher rare earth export rules. [FX168](https://www.fx168news.com/express/fastnews/1465202)
- About 890 megawatts: power Constellation will add at 11 reactors for Google. [Constellation](https://www.sec.gov/Archives/edgar/data/0001868275/000186827526000116/ceg-20261109991.htm)
- 60: the top score on the Artificial Analysis Intelligence Index, Gemini 4 Carbon (High), unchanged. [Artificial Analysis](https://artificialanalysis.ai/leaderboards/models)
- 47: novel drugs approved by the FDA in 2026 on its list so far; Sunharbo is not on it yet. [FDA](https://www.fda.gov/drugs/novel-drug-approvals-fda/novel-drug-approvals-2026)
- $39.78 billion: tokenized real-world assets, excluding stablecoins. [RWA.xyz](https://app.rwa.xyz/) Not investment advice.

## Tomorrow's Watchlist

- Tue Nov. 10: Pentagon news briefing with Secretary Hegseth; Senate Commerce Committee hearing on nominees for NASA's chief financial officer, NASA's inspector general and the FCC, 10:30 AM ET; Falcon 9 launches USSF-627 from Vandenberg, 9:49 PM ET.
- Wed Nov. 11: South Korea's new small military rocket may make its first flight from a sea platform, about 12:00 AM ET; the European Commission is due to present its Digital Fairness Act.
- Thu Nov. 12: AST SpaceMobile shows its Blacklift rocket in New York City; Falcon 9 launches USSF-317 from Vandenberg, 11:23 PM ET.
- Fri Nov. 13: Vulcan returns to flight with Amazon Leo satellites, 12:54 PM ET; Starship Flight 15, 5:45 PM ET, pending its FAA license.
- Sat Nov. 14: Rocket Lab's Electron launches a radar satellite for iQPS, 12:30 AM ET.

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Source: https://singularitynightly.com/editions/2026-11-09-evening-11/
License: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/)
Cite: Singularity Nightly, "Anthropic's Claude Fable 5.2 Takes On Black Hole Physics, One Gene-Editing Shot Cuts Blood Fat by Nearly Two Thirds, and NASA's Twin Mars Probes Swing Past Earth", Monday, November 9, 2026, https://singularitynightly.com/editions/2026-11-09-evening-11/. CC BY 4.0.
