Today's Internet - Better Than Coffee. META, RBLX, AMZN, Anthropic's Claude Fable & Mythos

研报英文原文证据摘录

Today's Internet - Better Than Coffee. META, RBLX, AMZN, Anthropic's Claude Fable & Mythos

June 11, 2026

●Claude Fable 5 and Claude Mythos 5 (link) Fable 5’s capabilities have shown leading performance in software

engineering, knowledge, and scientific work for longer and more complex work. Claude Mythos 5 has the strongest

cybersecurity capabilities and will be released through Project Glasswing, and will later extend to a broader

trusted access program. Fable 5 and Mythos 5 are offered at $10 per million input tokens and $50 per million

output tokens. Our View: We are waiting for Google to release a model that competes these latest Anthropic

models. With a score of 80.3% in SWE Bench Pro for Agentic coding vs. GPT 5.5 and Gemini 3.1 Pro score

of (58.6%/64.2%) Mythos5/Fable5 have taken center stage for enterprise applications given prior stated goal

of enterprises like Meta using AI generated code to replace engineers. Worth noting is cybersecurity with an

Exploit Bench of 78% compared to leading frontier models 30-40% range which may require more than the next

generation to catch-up. These models could potentially enable Anthropic to further accelerate enterprise adoption

as compared to GPT and Gemini.

●Amazon secures $17.5B loan facility amid AI-driven capex ramp (link). Amazon entered into an agreement

with Citibank for a $17.5B senior unsecured delayed draw term loan credit facility with a maturity of 3 years from

the date of borrowing. Our View: We view this a form of flexible bridge financing to address its near-term AI

infrastructure cash needs without taking on incremental debt yet. Recent debt raises by Amazon clearly suggest

rising CapEx needs for next year. In our deep dive (here) we estimate almost $300B of CapEx next year and