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.[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.[AI] DeepSeek's Harness agent platform passed 1.54 million daily users, up from 429,000 a month earlier.[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.[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.[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. Not investment advice.[WILD] Constellation Energy signed a 20-year deal with Google to add about 890 megawatts at 11 of its nuclear reactors. Not investment advice.[LAUNCH] China's Ceres-2 rocket from Galactic Energy reached orbit with 4 satellites on Friday, after its first flight failed in January.[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. Not investment advice.[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.[LAUNCH] China's Long March 12 put 9 more Guowang internet satellites in orbit on Sunday, its 10th flight.[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.[ORBIT] NASA's twin ESCAPADE probes swung past Earth on Saturday and Monday and are now headed to Mars.[ORBIT] NASA opened applications for its next class of astronauts, due by 11:59 PM ET on Dec. 3.[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.[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.[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. Not investment advice.[AIR] Five federal departments agreed to speed up reviews of systems that spot and stop unwanted drones, in as little as 24 hours.[MED] One infusion of CRISPR Therapeutics' gene editing medicine CTX310 cut triglycerides, a blood fat, by 63% in 10 people.[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.[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.[MED] A newer way of placing pacemaker wires cut deaths, heart failure hospital stays or heart muscle damage by 59% in 685 patients.[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.[DEF] Secretary of War Pete Hegseth ordered an overhaul of the military's five senior war colleges, with 33 directives that take effect now.[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.[POLICY] The U.S. car safety agency opened a review of whether Waymo's software fix stopped its robotaxis from passing stopped school buses.[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.[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. Not investment advice.[TOKEN] Securitize, in its first report as a public company, said tokenized assets on its platform averaged a record $5.0 billion last quarter. Not investment advice.[TOKEN] Tokenized real-world assets stood at $39.78 billion, up from $39.36 billion on Friday, per RWA.xyz. Not investment advice.
Singularity Nightly

The future, explained every weeknight.

Evening Edition No. 11

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

Covers Friday, November 6, 2026, 6:00 PM ET to Monday, November 9, 2026, 6:00 PM ET

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.

A Cray C-90 supercomputer in NASA's Advanced Supercomputing facility at Ames Research Center in 1997
A Cray C-90 supercomputer at NASA's Ames Research Center in 1997. NASA/Ames Research Center/Tom Trower

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.

On the Dashboard

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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
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. NASA/Ames Research Center/Tom Trower

Anthropic, the company that makes the Claude chatbot, released Claude Fable 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 A science paper shared publicly before other experts have reviewed it. Its results may still change or be challenged. In the Glossary, 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 A test that gives AI real freelance jobs that people were once paid to do online, and checks how many it finishes well enough to be paid for. In the Glossary, 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 A small piece of a word that an AI model reads or writes. A model's memory, or context, is measured in tokens. In the Glossary 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, 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.

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

The Desks

[AI] AI Models

DeepSeek's agent platform passes 1.5 million daily users

Illustration: many small glowing helpers carrying tasks along lines of light
Many small glowing green helpers moving along lines of light, each carrying a task. 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. Harness is a place to run AI software that takes actions on its own, such as making a payment or booking a trip, instead of only answering questions. In the Glossary, 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 An add-on that gives a program a new skill, such as letting an AI agent use a calendar, a map or a shopping site. In the Glossary, An app store inside a program, such as a code editor, where people download add-ons. An add-on runs with the same access as the person using it. In the Glossary that let agents use other apps and services, Bloomberg reports. 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.

[LAUNCH] 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
Galactic Energy's Ceres-2 rocket lifts off from the Jiuquan launch center on its second flight. 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. The satellites, for taking pictures of Earth and testing new technology, went into a A path around Earth over the poles that passes over each place at the same local time every day. It is popular for satellites that take pictures. In the Glossary, 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. 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.

[ORBIT] 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
The ESCAPADE mission operations room at the University of California, Berkeley, during the first powered flyby on Nov. 7. Alan Toth/UC Berkeley Space Sciences Laboratory

NASA's two ESCAPADE spacecraft flew past Earth 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 Flying a spacecraft close past a planet so the planet's gravity speeds it up or bends its path, saving fuel. In the Glossary, 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 A steady stream of charged particles flowing out from the Sun into space. It can strip away the air of planets that lack a strong magnetic shield, like Mars. In the Glossary, 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."

[AIR] Air Mobility

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

A Skyways drone
A Skyways drone, from the company's press images. Skyways

The Federal Aviation Administration gave its first approval 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. On the way out it will inspect the pipeline below, and at the platform it will make a practice delivery. These are Flying a drone farther away than the pilot can see it. In the Glossary 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.

[MED] 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
A glowing green liver cell with a tiny pair of scissors trimming one strand of DNA inside it. Illustration: Singularity Nightly (AI-generated)

Tools that change a specific spot in a person's DNA, like fixing a typo in a long document. CRISPR is the best-known method. In the Glossary Therapeutics reported early results 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 The long molecule inside cells that holds the instructions for building and running a living thing. It is written in a simple chemical alphabet. In the Glossary like the find and replace button in a word processor, to switch off a gene called A protein made in the liver that slows the body's clearing of fats from the blood. Turning it off lowers triglycerides and cholesterol. In the Glossary. That gene's protein slows the body's clearing of fat from the blood. The study had 10 adults with Having too much triglyceride fat in the blood. The severe form can cause painful attacks of pancreatitis. In the Glossary, very high The most common kind of fat in the blood. Very high levels can inflame the pancreas and raise the risk of heart disease. In the Glossary, 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. Nobody knows yet how long the effect lasts.

[DEF] 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
Students, staff and faculty of the U.S. Naval War College outside Luce and Pringle Halls in Newport, Rhode Island, in October 2024. 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. He announced it Monday at the Naval The military's top schools for colonels, Navy captains and senior civilians, such as the Army War College and the National Defense University. In the Glossary 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. 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.

[POLICY] Law and Policy

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

Small piles of rare earth oxide powders
Small piles of rare earth oxide powders, the raw materials for magnets and electronics. 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, and Reuters confirmed the two-month extension. The pause was due to end on Tuesday. A group of 17 metals used in strong magnets, motors, screens and weapons. China mines and processes most of the world's supply. In the Glossary 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 on its A U.S. export rule that would stretch limits on a blacklisted company to firms it owns at least half of. In the Glossary, 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.

[TOKEN] Tokenized Assets

Europe forms a group to write common rules for tokenized securities

European Union flags in front of the Berlaymont building in Brussels
European Union flags in front of the Berlaymont building, the European Commission's headquarters in Brussels. European Union, 2018 (CC BY 4.0)

The European Central Bank, the European Commission and ESMA, the EU's markets watchdog, are setting up the European Tokenisation Standards Group and asked companies on Monday to nominate members. Tokenized securities are shares, bonds and funds recorded on a A shared digital record book copied across many computers, so entries are hard to change or fake. It keeps track of who owns which tokens. In the Glossary, 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. 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.

[WILD] 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
A nuclear plant sending power to a data center. Illustration: Singularity Nightly (AI-generated)

Constellation Energy, the biggest owner of nuclear power plants in the U.S., said Monday that Google signed a 20-year A long contract to buy electricity from a specific power plant at agreed prices, often for 10 to 20 years. In the Glossary, a long contract to buy electricity from specific plants, that pays for more than $4.3 billion of Upgrading an existing nuclear reactor so it safely makes more electricity, without building a new plant. In the Glossary 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 How much electricity a power plant actually made, compared with the most it could make running at full power all the time. In the Glossary. CEO Joe Dominguez said "we can power the growing digital economy while strengthening our electric grid." Not investment advice.

Watch

Play video: All-In (Nov. 7): the hosts on the roughly $4 trillion AI stock sell-off and the pause on building new data centers.
All-In (Nov. 7): the hosts on the roughly $4 trillion AI stock sell-off and the pause on building new data centers. Watch on YouTube
Play 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.
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. Watch on YouTube

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 (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
  • 30 hours: how long 1,000 Fable 5.2 agents took to A math proof rewritten in a strict computer language so a program can check every single step. If the checker accepts it, there are no hidden mistakes. In the Glossary the proof of Fermat's Last Theorem. Anthropic
  • 1.54 million: daily users of DeepSeek's Harness agent platform. Bloomberg
  • 4: orbital launches worldwide in the window; 261 in 2026. Launch Library 2
  • 650 miles: how close the second ESCAPADE probe came to Earth on Monday. NASA
  • 26%: how much the FDA-approved pill Sunharbo cut the risk of another stroke in 12,327 adults. FDA
  • 63%: the average drop in triglycerides 30 days after one CTX310 infusion, in 10 people. CRISPR Therapeutics
  • 33: directives in the Pentagon's memo on its senior war colleges. Stars and Stripes
  • Jan. 10, 2027: the new end of China's pause on tougher rare earth export rules. FX168
  • About 890 megawatts: power Constellation will add at 11 reactors for Google. Constellation
  • 60: the top score on the A combined score from Artificial Analysis, an independent testing company, that ranks AI models across many reasoning, knowledge, math and coding tests. Higher is better. In the Glossary, Gemini 4 Carbon (High), unchanged. Artificial Analysis
  • 47: novel drugs approved by the FDA in 2026 on its list so far; Sunharbo is not on it yet. FDA
  • $39.78 billion: tokenized In blockchain finance, a traditional asset that exists outside the blockchain, such as a Treasury bill, a loan or a building, represented by a token on one. Often shortened to RWA. In the Glossary, excluding A digital token designed to stay worth a fixed amount, usually one U.S. dollar, backed by cash and safe assets such as Treasury bills. In the Glossary. 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.