LEDGER

Report assets — what held (positive findings only)

Report assets — what held (positive findings only)

How to read this: charts and tables that survived audit. If a name or acronym is new, the research map glossary defines it. Full money narrative: Money graph. Claim scores: Amplification scoreboard. Rigor wrapper: Thesis audit.

Rule: chart connections that held. On whether this EA trunk plugs into the broader foreign-influence map: we looked; overlap is slim at best — one sentence, not a diagram.

Update 2026-09-14 (evening): Asset 3/5 upgraded — Amodei Sep 12 We Must Pace the Frontier names METR and Anthropic unilaterally commits to permanent employee-level embeds (primary: darioamodei.com; Fortune same weekend).

China / Euro (one sentence): The Singham/China and Euro-climate digs found no shared paymaster on paper between the Singham/China aisle or European climate philanthropy and the Tallinn/SFF–METR–Lightcone EA trunk.

Asset 1 — Within-EA money trunk (verified cash edges)

flowchart TB JT["Jaan Tallinn<br/>Anthropic Series A lead + primary SFF funder"] SFF["Survival & Flourishing Fund"] LC["Lightcone · EIN 92-0861538"] MIRI["MIRI · EIN 58-2565917"] METR["METR · EIN 99-1219864"] ENC["Encode AI Corp<br/>SFF-2025 $516k"] FUT["AI Futures<br/>SFF-2025 $1.535M + $500k‡"] AIPI["AI Policy Institute via Hack<br/>SFF-2025 $1.635M"] GV["Good Ventures · EIN 46-1008520"] ARC["ARC · EIN 86-3605182"] COX["Jacob Coxon<br/>GV scholarship $20,159 · 2022"] JT --> SFF JT --> LC JT --> MIRI JT --> METR SFF --> LC SFF --> MIRI SFF --> METR SFF --> ENC SFF --> FUT SFF --> AIPI GV -->|"$1,515,000"| ARC ARC -->|"spin-off $4,477,169"| METR GV --> COX

Not on this chart: OP→METR direct cash (DEBUNKED) · SFF→AIPN payee (wrong name) · Singham/Euro edges.

Asset 2 — Personnel dual-hats that held

Edge Allowed claim Forbidden
Tallinn ↔ Anthropic Series A lead / investor Board member / director
Cotra ↔ Christiano Married; Cotra@METR; Christiano ARC/NIST path OP→METR named cash
Karnofsky ↔ Daniela Amodei Marriage COI leave + Anthropic hire “Still runs Coefficient grants 2026” speculation
Hubinger Personal X amplify ~83m after Coxon “Anthropic official reply”
Ronny Fernandez Lightcone staff $157,750 + PDKU cofounder Sep Coxon activation
Nadeau Coefficient TAIS Program Officer Proven donor-ordered QT
flowchart LR subgraph capital JT2[Tallinn] ANTH[Anthropic] JT2 -->|Series A investor| ANTH end subgraph family COTRA[Ajeya Cotra @ METR] PC[Paul Christiano] COTRA ---|married| PC HK[Holden Karnofsky] DA[Daniela Amodei] HK ---|married| DA HK -->|joined staff| ANTH2[Anthropic] end

Asset 3 — Sep 2026 activation + CEO pacing (Layer A)

When (UTC) Beat Status
2026-09-09 00:04 Coxon resign @hilbertspaess CONFIRMED
+~83m Hubinger personal X sanctification CONFIRMED
Sep 9 WSJ / TIME / Marks personal echo CONFIRMED / PARTIAL
Sep 9 SFF-funded org QT roles (order OPS_GAP) Org funding CONFIRMED
Sep 10 Musk “setup” on Coxon messenger CONFIRMED
Sep 12 Amodei We Must Pace the Frontier — METR named; Anthropic unilateral permanent employee-level embed commit CONFIRMED (primary essay + Fortune)
Sep 12–13 Altman + Musk “Dario is right” (+Hassabis); Altman “we will do the same” on evaluator access Policy lockstep CONFIRMED
Jul 2026 PDKU/Aella/Grimes creator capacity Infrastructure — not Sep activation
sequenceDiagram participant C as Coxon participant H as Hubinger personal X participant Press as WSJ/TIME participant A as Amodei participant S as Altman participant M as Musk C->>H: resign thread 00:04Z H->>Press: ~83m amplify Note over M: Sep 10 discounts Coxon messenger A->>S: Pace the Frontier + METR embeds A->>M: Pace the Frontier + METR embeds Note over A: Sep 12 unilateral permanent METR-shaped access S-->>A: agree + evaluators (we will do the same) M-->>A: Dario is right

Asset 4 — Frontier cartel motive-shape

Claim Layer A Layer B
Cartel-rational pacing among majors CONFIRMED motive-shape Formal collusion NOT ESTABLISHED
Musk ≠ EA cult from that agreement CONFIRMED separation —
Anthropic-favored (embedded evaluators) CONFIRMED structure — METR named + unilateral permanent commit Sep 12 Equity-causal open

Asset 5 — METR choke setup → lab install (not statute)

Layer Verdict
A — Institutional choke-point setup CONFIRMED
A′ — Lab install: Anthropic unilateral permanent employee-level embeds; METR named as example CONFIRMED (Amodei essay 2026-09-12 + Fortune)
B — Already statutory license gate for every lab NOT YET

Asset 6 — Exact-dollar highlight table (report-ready)

Flow Amount Source class
GV → Coxon $20,159 (2022) 990-PF PDF Part XV p.12 (Candid)
SFF → Encode AI Corp $516,000 (2025) SFF recommendations
SFF → AI Futures $1,535,000 + $500,000‡ (2025) SFF; ‡ NOT DRAWN (dig 46)
SFF → AIPI (Hack) $1,635,000 (2025) SFF
OP/GV → ARC $1,515,000 OP/GV CSVs
ARC → METR spin-off $4,477,169 Cause IQ / ARC Sch I
Frame Fellowship stipend $10,000 / 10 weeks framefellowship.com
SFF → Lightcone $661k + $650k‡ (2025) Dig 46/47; ‡ WIRED; footnote $500k table conflict
Lightcone CY revenue FY2025 $9,737,167 LC 990

‡ matching pledge ≠ cash wired until drawdown confirmed. Dig 46/47: Lightcone ‡ WIRED — report $650k‡ (all-recs + Habryka $2.6M×0.25x); footnote Matching-table $500k‡ conflict; post-garnish ≈$325k. METR ‡ OPEN to 2026-09-30; AI Futures ‡ NOT DRAWN.