Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
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Guest: Brad Gerstner, Founder and CEO of Altimeter Capital and the recurring "fifth bestie."
“I think they deserve a ton of credit here... the company realized it would wreak havoc if they just released it to move ahead of the competition.”
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Anthropic is withholding its 'Mythos' model after it autonomously identified decades-old security vulnerabilities, including a 27-year-old exploit in OpenBSD critical infrastructure.
“The model that we're experimenting with is by and large as good as a professional human at identifying bugs... it has the ability to chain together vulnerabilities.”
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The industry is pivoting toward a self-regulatory 'sandbox' model, forming alliances like Project Glass Wing to patch internet-scale bugs before general AGI-level releases.
“They don’t need government to hold their hand on this... It shows you can trust the industry and market forces in coordination with the government.”
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Critics argue that Anthropic’s doomsday warnings are a calculated 'Chicken Little' marketing strategy designed to manufacture hype through fear.
“Anytime Anthropic is scaring people, you have to ask, is this a tactic? Is this part of their Chicken Little routine? They have a proven pattern of using fear to market products.”
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Anthropic is currently tracking toward a $30B revenue run rate, marking the fastest revenue ramp in corporate history and signaling a massive shift in the TAM for intelligence.
“Mythos and Spud represent the beginning of what I would call AGI models. These are models with massive step function improvements in intelligence.”