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Welcome back! Anthropic and OpenAI both dropped new models yesterday, 90 minutes apart. Anthropic's is as good as its best model for less than half the price, and OpenAI's are half the price they were. 20 countries signed a letter asking to keep AI under human control. The US, China and the UK didn't. And people stopped visiting news sites because AI already told them what's in it.

In today's Generative AI Newsletter:

  • Anthropic: Is Opus 5.5 really as good as Fable?

  • OpenAI: What did it ship 90 minutes later?

  • UN: Why didn't the US, China and UK sign?

  • News: Where did a third of the readers go?

Claude Opus 5.5 is as good as Fable for less than half the price

Anthropic released Opus 5.5 and says it performs at Fable 5.1's level on most work.

It costs $4 in and $20 out per million tokens. Fable is $10 and $50.

Artificial Analysis, the independent benchmark site, gave it 58. That's the highest score it has ever measured. Fable 5.1 and GPT-6 Astra sit at 53.

  • Beats Fable on every test in Anthropic's own table

  • Terminal-Bench, the long coding task test, 66% vs Fable's 56%

  • Anthropic says it's 30% faster than Opus 5 and 40% cheaper to run

  • Said to be way better at writing and communicating

  • PRO users won’t feel as left out since this model is Fable-level

  • OpenAI launched new models 90 minutes later

Anthropic itself says the real gap to Fable is smaller than the numbers suggest, and it still points you to Fable for the hardest work.

If you pay for Claude, it's already your default model. Limits went up 20% and there's a one-time reset waiting in Settings until October 22.

This is the first model Anthropic shipped since its CEO asked the whole industry to slow down. Looks like the slowdown is just talk.

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OpenAI answered 90 minutes later with a price cut

OpenAI shipped GPT-6 Sol and Luna an hour and a half after Anthropic's post. Sol is for coding and agents. Luna is for cheap high-volume jobs like summarizing documents.

Both cost half of what the 5.6 versions did. Sol is $2 in and $10 out per million tokens. Luna is $0.10 and $0.50.

Artificial Analysis gave Sol a 48. Same score as the model it replaces. Opus 5.5 got 58.

So Anthropic went for the score and OpenAI went for the price. Altman says price per task is what should matter and nothing on the market comes close.

  • In ChatGPT Work and Codex for paid plans, not in regular chat yet

  • Free users get Luna in the desktop app

  • Paid users got a banked usage reset, same as Claude did the same day

Nobody has run Sol against Opus 5.5 yet. OpenAI's own comparisons were against Opus 5, which was already old by the time the post went up.

DevDay is September 29, and Altman says they still have too much to launch by then. We’ll keep you updated.

The US, China and UK skipped the AI control pact

20 countries and the EU signed a call to keep AI under human control at the UN this week. Finland and Norway wrote it. Canada, Germany, Australia and the UAE signed.

The three that didn't are the US, China and the UK.

It asks for three things.

  • Companies test models before release and let outside evaluators in

  • Governments share reports when something goes wrong

  • The UN looks into building a watchdog for AI

None of it is binding. Nobody has to do anything.

The next day Trump told the UN the US rejects any globalist scheme to control AI, and that government documents will now say "super intelligence" instead of "artificial intelligence."

The two countries that build the models you use are the two that stayed out. We'll see who signs next.

People stopped clicking on news sites

Traffic to the biggest US news sites is down about 30% from its peak in late 2024, according to Similarweb data reported by Axios. AI answers replaced the click.

  • CNN's traffic from Google search fell 61% in two years

  • USA Today went from 203 million visits a month to 90 million

  • Search traffic across all 50 is down 42%

Google rolled out AI Overviews to everyone in May 2024, and the slide started within a few months. Nobody can prove that's the cause, but the timing is hard to ignore.

The AI companies aren't sending readers back either. Links from ChatGPT and the rest make up 0.4% of news site traffic.

People click a result 8% of the time when there's an AI summary on the page, and 15% when there isn't.

Not everyone is losing. Substack is up 179% in three years for some reason. Why do you think that’s the case?

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  • Who it's for: anyone who needs a launch or explainer video this week and doesn't want to learn five video tools.

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