Claim ledger

Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.

Also this week: an OpenAI agent inside an Australian government portal, another supplier handing a big customer the right to buy its stock, and six calls I've put a number on.

Read the essay On Substack Published

Claims
33
Verified at the primary source
33
Removed before publication
0
Last checked

33 claims: 33 verified.

Download this ledger: CSV · JSON · Markdown · CC BY 4.0 · Query it from Claude or ChatGPT

The evidence, row by row

Each row is a claim the essay makes, then the evidence recorded for it and the source it was checked against. For verified rows that is usually the exact words, where they sit and the day they were read. The label says how far it was checked.

What the labels mean
Verified
Checked against the primary source itself by a checker who did not draft the piece, usually with the exact words, where they sit and the date read.
Executed
A run or observation done for the piece: code, a query, a count, or a check made live in an app. The claim is what it returned. Run records are not published.
Checked
Checked against its source by a separate checker in the older ledger format, which recorded no quote, locator or date.
Reported
Not verified word for word against a primary source: carried from a secondary source, from one that could not be opened in full, or supported only in part. The essay words it accordingly.
Struck
Drafted, checked and removed before publication. Kept here, crossed out, with the reason.
Excluded
Considered and deliberately left out of the piece. Kept here with the reason.
Sources (7)
  1. Meta 5 rows
  2. Tobi Lütke 1 row
  3. Prime Minister of Australia 6 rows
  4. Akamai Technologies 7 rows
  5. Anthropic 10 rows
  6. OpenAI 2 rows
  7. Google 2 rows
  1. AM1 Verified Read

    At its Connect event, Meta said Muse, its personal AI agent, can now operate any app on a person's Mac, with their permission.

    With your permission, Muse can now drive any app on your Mac.

    Meta, "Everything We Announced at Meta Connect 2026", 23 September 2026 · § Take Your Muse Everywhere You Go, item "Muse for Mac update" · meta.com

    Link
    Cite

    Meta, "Everything We Announced at Meta Connect 2026", 23 September 2026, § Take Your Muse Everywhere You Go, item "Muse for Mac update", https://www.meta.com/blog/meta-connect-2026-everything-we-announced/. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM1, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM1 (source read 2026-10-07).

    Report an error
  2. AM2 Verified Read

    Meta said Muse will get its own email address and will come to Meta's AI glasses in the coming months.

    In the coming months we're bringing Muse to our AI glasses … Muse will have its own email address

    Meta, "Everything We Announced at Meta Connect 2026", 23 September 2026 · § Take Your Muse Everywhere You Go, items "Muse on AI glasses" and "Muse gets its own email address" · meta.com

    Link
    Cite

    Meta, "Everything We Announced at Meta Connect 2026", 23 September 2026, § Take Your Muse Everywhere You Go, items "Muse on AI glasses" and "Muse gets its own email address", https://www.meta.com/blog/meta-connect-2026-everything-we-announced/. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM2, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM2 (source read 2026-10-07).

    Report an error
  3. AM3 Verified Read

    Meta said Muse launched with access to the entire Shopify catalogue, and that it is adding retailers including Walmart and Best Buy, plus Shop Pay and PayPal for payments.

    We launched with … access to the entire Shopify catalogue. … we’re adding Walmart, Best Buy, … plus Shop Pay and PayPal for payments.

    Meta Newsroom, "The Biggest News From Connect 2026", 24 September 2026 · Item "More connectors for Muse" (the same paragraph appears on Meta's Connect blog post of 23 September) · about.fb.com

    Link
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    Meta Newsroom, "The Biggest News From Connect 2026", 24 September 2026, Item "More connectors for Muse" (the same paragraph appears on Meta's Connect blog post of 23 September), https://about.fb.com/news/2026/09/the-biggest-news-from-connect-2026/. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM3, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM3 (source read 2026-10-07).

    Report an error
  4. AM4 Verified Read

    Meta says credentials a person shares with Muse go into secure storage, which Muse can use without seeing them.

    Any credentials a person shares with Muse go into secure storage, so Muse can use them without seeing them.

    Meta Newsroom, "Introducing Muse: The World's First Personal AI Agent Built for Everyone", 8 September 2026 (page updated 30 September 2026) · § How It Works, paragraph beginning "Muse has no visibility" · about.fb.com

    Link
    Cite

    Meta Newsroom, "Introducing Muse: The World's First Personal AI Agent Built for Everyone", 8 September 2026 (page updated 30 September 2026), § How It Works, paragraph beginning "Muse has no visibility", https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM4, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM4 (source read 2026-10-07).

    Report an error
  5. AM5 Verified Read

    Shopify's chief executive, Tobi Lütke, announced a partnership with Muse to enable checkout with Shop Pay on all Shopify stores.

    We are excited to announce we are partnering deeply with Muse to enable agentic checkout with Shop Pay on all Shopify stores

    Tobi Lütke (@tobi), chief executive of Shopify, post on X, 21 September 2026 · Post text; timestamp 21 Sept 2026 · x.com

    Link
    Cite

    Tobi Lütke (@tobi), chief executive of Shopify, post on X, 21 September 2026, Post text; timestamp 21 Sept 2026, https://x.com/tobi/status/2102090718546198790. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM5, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM5 (source read 2026-10-07).

    Report an error
  6. AM6 Verified Read

    The incident began on 18 June 2026, when OpenAI's research team used an internal model to research public medicine spending, according to Australia's Prime Minister.

    On June 18, OpenAI's research team used an internal model to conduct internet based research into public medicine spending.

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026 · Prime Minister's answer to the question on how many Australians were affected · pm.gov.au

    Link
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    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026, Prime Minister's answer to the question on how many Australians were affected, https://www.pm.gov.au/media/press-conference-new-york. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM6, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM6 (source read 2026-10-07).

    Report an error
  7. AM7 Verified Read

    The agent found a way round repeated blocks on the Medicare statistics portal and accessed public and non-public information in it.

    After encountering repeated blocks … The AI agent found a way around those blocks. … It accessed public and non-public information within the portal

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026 · Prime Minister's answer to the question on how many Australians were affected · pm.gov.au

    Link
    Cite

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026, Prime Minister's answer to the question on how many Australians were affected, https://www.pm.gov.au/media/press-conference-new-york. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM7, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM7 (source read 2026-10-07).

    Report an error
  8. AM8 Verified Read

    Services Australia advises that the agent also wrote files to the internal server.

    Services Australia also advises that it engaged, in order to do this, it engaged in writing files as well to the internal server

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026 · Prime Minister's answer to the question on how many Australians were affected · pm.gov.au

    Link
    Cite

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026, Prime Minister's answer to the question on how many Australians were affected, https://www.pm.gov.au/media/press-conference-new-york. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM8, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM8 (source read 2026-10-07).

    Report an error
  9. AM9 Verified Read

    OpenAI's first notice to the Australian government came on 10 September, as an email to a public mailbox.

    it took until 10 September before there was any notification at all. And the notification was an email sent to just the public mailbox.

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026 · Prime Minister's answer to the question on whether the problem was the delay or the manner of notice · pm.gov.au

    Link
    Cite

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026, Prime Minister's answer to the question on whether the problem was the delay or the manner of notice, https://www.pm.gov.au/media/press-conference-new-york. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM9, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM9 (source read 2026-10-07).

    Report an error
  10. AM10 Verified Read

    No personal information is believed to have been accessed, and the Prime Minister announced a taskforce to review the incident.

    No personal information is believed to have been accessed at this stage, but investigations are ongoing. … announcing the establishment of a taskforce

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026 · Opening statement, first and second paragraphs · pm.gov.au

    Link
    Cite

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026, Opening statement, first and second paragraphs, https://www.pm.gov.au/media/press-conference-new-york. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM10, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM10 (source read 2026-10-07).

    Report an error
  11. AM11 Verified Read

    The Prime Minister said three other systems may have been affected, and that the incident will inform the government's AI standards legislation.

    aware as well of three other systems that may be impacted … insights from this incident will inform the development of our government … AI standards legislation

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026 · Opening statement, second paragraph (legislation) · answer naming AIHW, NSW BOCSAR and the Victorian Department of Health (three systems) · pm.gov.au

    Link
    Cite

    Prime Minister of Australia, Anthony Albanese, "Press conference - New York", transcript dated Thursday 24 September 2026, Opening statement, second paragraph (legislation) · answer naming AIHW, NSW BOCSAR and the Victorian Department of Health (three systems), https://www.pm.gov.au/media/press-conference-new-york. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM11, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM11 (source read 2026-10-07).

    Report an error
  12. AM12 Verified Read

    Anthropic committed about $11.6 billion to Akamai over seven years, with room to expand by up to $9 billion more.

    Anthropic for $11.6 billion of contractual commitment over seven years … expansion of the relationship by up to an additional $9 billion

    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026 · Paragraph 1 (dateline) · second bullet · sec.gov

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    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026, Paragraph 1 (dateline) · second bullet, https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154dex991.htm. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM12, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM12 (source read 2026-10-07).

    Report an error
  13. AM13 Verified Read

    Akamai estimates the capital spending related to the commitment at about $5.5 billion.

    capital expenditures related to today’s $11.6 billion commitment are estimated to be approximately $5.5 billion

    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026 · Paragraph beginning "Total capital expenditures" · sec.gov

    Link
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    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026, Paragraph beginning "Total capital expenditures", https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154dex991.htm. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM13, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM13 (source read 2026-10-07).

    Report an error
  14. AM14 Verified Read

    Akamai expects its 2026 capital spending to rise by about $1.7 billion to buy supply-chain components, including memory, in advance.

    an increase of approximately $1.7 billion in capital expenditures in 2026 to secure and pre-purchase critical supply chain components, including memory

    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026 · Paragraph beginning "Total capital expenditures" · sec.gov

    Link
    Cite

    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026, Paragraph beginning "Total capital expenditures", https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154dex991.htm. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM14, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM14 (source read 2026-10-07).

    Report an error
  15. AM15 Verified Read

    Akamai issued Anthropic a warrant for up to about 5% of its common stock, at an exercise price of $111.33 per common share.

    warrant to Anthropic for … up to approximately 5% of Akamai’s common stock outstanding, at an exercise price of $111.33 per share of common stock

    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026 · Paragraph beginning "As part of the increased strategic alignment" · sec.gov

    Link
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    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026, Paragraph beginning "As part of the increased strategic alignment", https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154dex991.htm. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM15, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM15 (source read 2026-10-07).

    Report an error
  16. AM16 Verified Read

    The warrant's first tranche, 40% of it, vests on Anthropic's first payment under Project Plan 3.

    the first tranche representing 40% of the Warrant Shares, upon the first payment by Anthropic … to the Company under Project Plan 3

    Akamai Technologies, Form 8-K, Item 1.01, filed 24 September 2026 · Item 1.01, § Warrant Agreement, paragraph beginning "The Warrant will vest" · sec.gov

    Link
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    Akamai Technologies, Form 8-K, Item 1.01, filed 24 September 2026, Item 1.01, § Warrant Agreement, paragraph beginning "The Warrant will vest", https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM16, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM16 (source read 2026-10-07).

    Report an error
  17. AM17 Verified Read

    Each further $3 billion of cloud services Anthropic buys vests about 1% more of Akamai's common stock.

    Each additional $3 billion purchase of cloud services … will result in the vesting of approximately 1% of Akamai’s common stock outstanding.

    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026 · Paragraph beginning "As part of the increased strategic alignment" · sec.gov

    Link
    Cite

    Akamai Technologies, Form 8-K, Exhibit 99.1 (press release), 24 September 2026, Paragraph beginning "As part of the increased strategic alignment", https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154dex991.htm. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM17, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM17 (source read 2026-10-07).

    Report an error
  18. AM18 Verified Read

    Anthropic may end each project plan on notice of a material outage, subject to conditions.

    Anthropic may terminate each Project Plan upon notice of a material outage, subject to certain conditions.

    Akamai Technologies, Form 8-K, Item 1.01, filed 24 September 2026 · Item 1.01, paragraph beginning "The Company may terminate the Anthropic MSA" · sec.gov

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    Akamai Technologies, Form 8-K, Item 1.01, filed 24 September 2026, Item 1.01, paragraph beginning "The Company may terminate the Anthropic MSA", https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM18, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM18 (source read 2026-10-07).

    Report an error
  19. AM19 Verified Read

    In Project Swap, a book-trading market with 201 Anthropic employees, Claude's ranking of each person's books agreed with the person's own on 61% of pairs, against 50% for random guessing.

    a barter economy with 201 Anthropic employees … Claude’s ordering agreed with theirs 61% of the time (where random guessing would achieve 50%)

    Anthropic, "Project Swap: What happens when agents trade for us?", 24 September 2026 · § Why we did this · § How well Claude guesses preferences · anthropic.com

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    Anthropic, "Project Swap: What happens when agents trade for us?", 24 September 2026, § Why we did this · § How well Claude guesses preferences, https://www.anthropic.com/research/project-swap. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM19, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM19 (source read 2026-10-07).

    Report an error
  20. AM20 Verified Read

    Working from Claude's imprecise rankings caused 85% of the shortfall from the best possible outcome; the trading itself caused the other 15%.

    working from Claude’s imprecise rankings accounts for a majority (85%) of the shortfall … sending agents into a “free-for-all” trading floor accounts for the remaining 15%

    Anthropic, "Project Swap: What happens when agents trade for us?", 24 September 2026 · § The information powering the market limited outcomes · anthropic.com

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    Anthropic, "Project Swap: What happens when agents trade for us?", 24 September 2026, § The information powering the market limited outcomes, https://www.anthropic.com/research/project-swap. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM20, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM20 (source read 2026-10-07).

    Report an error
  21. AM21 Verified Read

    Judged on Claude's own rankings, the model an agent ran on made more difference to its outcomes than the instructions it was given.

    the model an agent ran on made more of a difference to its negotiating outcomes than the instructions we gave it

    Anthropic, "Project Swap: What happens when agents trade for us?", 24 September 2026 · § Summary · § On Claude’s own rankings, model choice makes a difference · anthropic.com

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    Anthropic, "Project Swap: What happens when agents trade for us?", 24 September 2026, § Summary · § On Claude’s own rankings, model choice makes a difference, https://www.anthropic.com/research/project-swap. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM21, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM21 (source read 2026-10-07).

    Report an error
  22. AM22 Verified Read

    Participants would let an agent control about 30% of their yearly book budget, against about 40% for a well-read friend.

    The average answer was about 30%. … what share of their budget they would hand over to a well-read friend … The average answer was about 40%.

    Anthropic, "Project Swap: What happens when agents trade for us?", 24 September 2026 · § People generally liked their books, and would give an agent a third of their yearly book budget · anthropic.com

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    Anthropic, "Project Swap: What happens when agents trade for us?", 24 September 2026, § People generally liked their books, and would give an agent a third of their yearly book budget, https://www.anthropic.com/research/project-swap. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM22, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM22 (source read 2026-10-07).

    Report an error
  23. AM23 Verified Read

    Anthropic released Claude Opus 5.5 at $4 per million input tokens and $20 per million output tokens, 20% less than Opus 5.

    introducing Claude Opus 5.5 … Input and output tokens are $4 and $20 per million, 20% less than Opus 5.

    Anthropic, "Introducing Claude Opus 5.5", 22 September 2026 · Opening paragraph · "Cost and speed" paragraph · pricing table · anthropic.com

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    Anthropic, "Introducing Claude Opus 5.5", 22 September 2026, Opening paragraph · "Cost and speed" paragraph · pricing table, https://www.anthropic.com/claude-opus-5-5. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM23, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM23 (source read 2026-10-07).

    Report an error
  24. AM24 Verified Read

    Anthropic says the new model's costs come out 40% lower than Opus 5's because it costs less per token and uses fewer tokens per task.

    It costs less per token than Opus 5 and uses fewer tokens per task, which nets out to a 40% drop in costs.

    Anthropic, "Introducing Claude Opus 5.5", 22 September 2026 · § Performance and cost-effectiveness · anthropic.com

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    Anthropic, "Introducing Claude Opus 5.5", 22 September 2026, § Performance and cost-effectiveness, https://www.anthropic.com/claude-opus-5-5. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM24, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM24 (source read 2026-10-07).

    Report an error
  25. AM25 Verified Read

    Anthropic attributes the lower price of Opus 5.5 to its lower cost to serve.

    Opus 5.5 requires less compute to serve than Opus 5, and its pricing reflects that.

    Anthropic, "Introducing Claude Opus 5.5", 22 September 2026 · "Cost and speed" paragraph · anthropic.com

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    Anthropic, "Introducing Claude Opus 5.5", 22 September 2026, "Cost and speed" paragraph, https://www.anthropic.com/claude-opus-5-5. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM25, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM25 (source read 2026-10-07).

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  26. AM26 Verified Read

    OpenAI priced GPT-6 Sol at $2 per million input tokens and $10 per million output, down from $4 and $20 for GPT-5.6 Sol, and GPT-6 Luna at $0.10 and $0.50, down from $0.20 and $1.20.

    GPT‑5.6 Sol → GPT‑6 Sol $4 → $2 $20 → $10 … GPT‑5.6 Luna → GPT‑6 Luna $0.20 → $0.10 $1.20 → $0.50

    OpenAI, "Introducing GPT-6 Sol and Luna", 22 September 2026 · Table "GPT-6 API pricing" (prices per 1 million tokens; columns Input, Output) · openai.com

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    OpenAI, "Introducing GPT-6 Sol and Luna", 22 September 2026, Table "GPT-6 API pricing" (prices per 1 million tokens; columns Input, Output), https://openai.com/index/introducing-gpt-6-sol-and-luna/. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM26, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM26 (source read 2026-10-07).

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  27. AM27 Verified Read

    OpenAI attributes the cut to improvements in caching and inference that lower its cost to serve the models.

    Improvements in caching and inference let us serve these models at lower cost, and we’re passing those savings directly on

    OpenAI, "Introducing GPT-6 Sol and Luna", 22 September 2026 · Paragraph above the pricing table · openai.com

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    OpenAI, "Introducing GPT-6 Sol and Luna", 22 September 2026, Paragraph above the pricing table, https://openai.com/index/introducing-gpt-6-sol-and-luna/. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM27, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM27 (source read 2026-10-07).

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  28. AM28 Verified Read

    Anthropic says Opus 5.5, like Fable 5.1, comes with its watermarking measures to comply with the EU AI Act.

    As with Fable 5.1, Opus 5.5 comes with our watermarking measures to comply with the EU AI Act

    Anthropic, "Introducing Claude Opus 5.5", 22 September 2026 · § Data retention and compliance · anthropic.com

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    Anthropic, "Introducing Claude Opus 5.5", 22 September 2026, § Data retention and compliance, https://www.anthropic.com/claude-opus-5-5. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM28, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM28 (source read 2026-10-07).

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  29. AM29 Verified Read

    Anthropic says future Claude models will generate watermarked text, and that it is adding watermarking to older models over the coming months.

    Future Claude models will generate text that contains a watermark. … working to add watermarking for those models … over the coming months

    Anthropic, "How Claude's text watermarking works" · Opening paragraph · § What about older Claude models? · anthropic.com

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    Anthropic, "How Claude's text watermarking works", Opening paragraph · § What about older Claude models?, https://www.anthropic.com/news/claude-text-watermark. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM29, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM29 (source read 2026-10-07).

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  30. AM30 Verified Read

    Anthropic's watermark detection API is a private preview, available to eligible organisations as required under EU law.

    We are releasing a detection API in private preview. It is currently available to eligible organizations as required under EU law

    Anthropic, "How Claude's text watermarking works" · § How do I check if a piece of text was written by Claude? · anthropic.com

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    Anthropic, "How Claude's text watermarking works", § How do I check if a piece of text was written by Claude?, https://www.anthropic.com/news/claude-text-watermark. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM30, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM30 (source read 2026-10-07).

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  31. AM31 Verified Read

    Google says every audio clip its Gemini Audio models generate is watermarked with SynthID.

    every audio clip generated by our Gemini Audio models is watermarked with SynthID

    Google, "Gemini 3.8 text-to-speech says hello" (Gemini 3.8 Flash TTS and Flash-Lite TTS), 23 September 2026 · § Build with trust, consent, and transparency · blog.google

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    Google, "Gemini 3.8 text-to-speech says hello" (Gemini 3.8 Flash TTS and Flash-Lite TTS), 23 September 2026, § Build with trust, consent, and transparency, https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-8-text-to-speech/. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM31, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM31 (source read 2026-10-07).

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  32. AM32 Verified Read

    Meta's Muse Realtime Avatar uses Meta Video Seal to embed a durable, invisible watermark in the video it generates.

    Muse Realtime Avatar uses Meta Video Seal to embed a durable, invisible watermark throughout generated video

    Meta AI Research, "Bringing Your Muse to Life", 23 September 2026 · § Building Embodied AI Responsibly · research.meta.ai

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    Meta AI Research, "Bringing Your Muse to Life", 23 September 2026, § Building Embodied AI Responsibly, https://research.meta.ai/blog/bringing-your-muse-to-life. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM32, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM32 (source read 2026-10-07).

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  33. AM33 Verified Read

    The Gemini app gives signed-in users a verification tool, including a check of images, video and audio for Google's SynthID watermark.

    verification tool available within the Gemini App for signed-in users … SynthID: Uses invisible watermarks to determine if images, videos, and audio were generated or edited

    Google, Gemini Apps Help, "Verify AI-generated images, videos, and audio" · Opening paragraph · list of checks, item "SynthID" · support.google.com

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    Google, Gemini Apps Help, "Verify AI-generated images, videos, and audio", Opening paragraph · list of checks, item "SynthID", https://support.google.com/gemini/answer/16722517?hl=en. Checked in: Claim Ledger, "Amazon Shut Out Meta's Agent. Shopify Gave It Shop Pay.", The Durability Curve, row AM33, https://durabilitycurve.com/claims/amazon-shut-out-metas-agent/#c-AM33 (source read 2026-10-07).

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