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Two bets on AGI, an 80-year-old problem, and Anthropic in the black

Google's I/O keynote is a day behind us, and the week it kicked off turned into a referendum on two very different bets on artificial general intelligence — plus a pile of counter-programming from everyone else. Today: OpenAI cracking an 80-year-old math problem with a general-purpose model, Anthropic's first profitable quarter and what Karpathy was actually hired to do, a 70-page paper on why frontier models still can't tell a fact from a labeled lie, Midjourney's hardware regret, ads arriving inside Google's AI answers, Meta's layoffs, Cohere's open-weights comeback, and a field guide to…

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