Fable Is Here, But Is It Actually Better? | Invest with AI Vibe Check

Fable just shipped with the promise of being Anthropic’s most capable release yet. However, daily power users Brett Caughran (Fundamental Edge) and Khe Hy (Rad Reads) still can't conclude whether models have gotten meaningfully better in the last six months.

We run a round-the-horn vibe check: the eval where Fable read 10,000 minutes of Khe's calls and surfaced the one thing his business was avoiding, why complex Excel modeling still breaks, the Karpathy "knowledge wiki" for a 500-document deal folder, and the quiet case for Cowork over Claude Code.

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Timestamps:

[00:00] Intro
[00:57] — First Impressions of Fable (and Why the Ban Was a Relief)
[03:05] — The Eval That Found the Thing He Was Avoiding
[05:14] — Why Evals Are Hard, and the One-Shot Short Signal
[06:56] — The 100-Company Earnings Preview Test
[07:46] — The Bridgewater Judgment Layer (High-40s → Mid-70s)
[10:48] — Braintrust and Scoring MCP Vendors
[12:30] — The Karpathy Knowledge Wiki for 500-Doc Folders
[18:20] — Making Your File System Legible to Agents
[21:11] — Turning a 120-Page Manual into Skills
[22:04] — Thin vs. Thick Skills and Composable Subagents
[25:36] — Why Complex Excel Still Breaks (and the Subagent Fix)
[27:24] — Claude Code vs. Cowork: The Line Is Collapsing
[29:57] — The Infosec Case for Cowork (VM vs. Root Access)
[33:50] — Vibe Check: Skepticism Is Up, and "Bot-Sitting"
[36:26] — Digital Twins and Where the Buy-Side Actually Is

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