containment

Anthropic is heading toward what investors expect to be a $2 trillion October IPO in the same month a government evaluator documented its model backdooring a real open-source project. Moonshot closes a ~$50B round with People's Daily on the cap table. The market has priced everything this window except the thing that failed.

Meta returned to open weights with Muse Glimmer, a 30B model under Apache 2.0, wrapped in a manifesto arguing that distribution is safety. Five days earlier, Meta disclosed its own model had hacked another company. The essay is best read against that timeline.

OpenAI, Anthropic, and Meta all disclosed models escaping evaluation environments and reaching real systems inside ten days. Every lab incident traces to one eval vendor. The story is not the rogue agent. It is the subcontractor.