Limitless: An AI Podcast

Ejaaz:
Anthropic just released their most capable model yet, Opus 4.7.

Ejaaz:
It crushes GPT 5.4. It beats Gemini 3.1. It's amazing at coding and agentic

Ejaaz:
reasoning. But there's one massive problem.

Ejaaz:
It sucks compared to Claude Mythos, which Anthropic previewed and announced just last week.

Ejaaz:
So it begs the question, why is Anthropic holding back their best model?

Ejaaz:
There's a number of different reasons.

Ejaaz:
It's a cybersecurity risk. But this just seems like an intermediary step.

Ejaaz:
But that hasn't stopped Anthropic at all. They've managed to release four new

Ejaaz:
features this week, and secret IPO rumors are valuing it at a $850 billion valuation.

Ejaaz:
Now, there's many other stories that we want to cover in this episode.

Ejaaz:
A shoe company pivoted to become a GPU provider, which sent their stock up 850%.

Ejaaz:
And the world's greatest trader, he's only 24 years old, Leopold Ashenbrenner,

Ejaaz:
is back, and he's made about $2.5 billion this week. Not bad.

Josh:
Before we get into all of that, Let's start with the biggest news of the day, which is Opus 4.7.

Josh:
I mean, this is the release that everyone's been waiting for for a long time,

Josh:
and it is better, good, not great.

Josh:
You'll notice the language they used. It is their best Opus model,

Josh:
not their most capable model, because if you notice on these benchmarks,

Josh:
there is a model on the far right that they're comparing it to, which is Mythos.

Josh:
That is the private, secret, super-powered model that is not going to be available

Josh:
for the public in the foreseeable future.

Josh:
So what we have today is Opus 4.7. it's better than opus

Josh:
4.6 as expected it accelerates in a few key things

Josh:
five to be specific the first one is coding which is

Josh:
obviously better gains on the hardest long

Josh:
horizon software tasks so basically if you have a task that

Josh:
runs for a very long period of time it will be better at that

Josh:
than opus 4.6 vision is an interesting one it can see three times better than

Josh:
opus 4.6 so if you ever upload screenshots or documents or anything of that

Josh:
nature it's going to be much better at understanding text or understanding details

Josh:
inside of these images it's better at following instructions

Josh:
Interprets instructions literally instead of figuratively, which we like.

Josh:
So if you tell it what to do, it will actually do the thing specifically how you ask.

Josh:
A lot of times people will ask, I don't know, something very specific and it

Josh:
doesn't quite understand that. It will do that now.

Josh:
Memory is much better. This is the one that I think is most interesting to me

Josh:
is it's better at file system management and memory, which means

Josh:
If you close out of a chat and come back, it will have some sort of persistent memory.

Josh:
This is closer to what we realize with like agentic tasks or claws that have full memory systems.

Josh:
And finally, it's really good at real world knowledge. It has state of the art,

Josh:
well, state of the art, financial information that can access all the time.

Josh:
So if you are asking it about specific current up-to-date information,

Josh:
it should be much better at that.

Josh:
And that's mostly the large changes that are coming from it.

Josh:
I assume that a lot of the more subtle nuance changes will be things that you

Josh:
just feel as you engage with the model.

Josh:
I mean, Ejaz, we were both playing around with it before recording this episode

Josh:
and noticed there was a few things that are slightly different about this one.

Ejaaz:
Logically, not what is different, but there's a lack of difference.

Ejaaz:
So I asked it basically, hey, you're 4.7.

Ejaaz:
What can you tell me is new and cool with what you can do versus 4.6?

Ejaaz:
And its response immediately was, hey, I'm 4.7. I'm not exactly sure.

Ejaaz:
There is no live announcement, which details my comparison with 4.6.

Ejaaz:
So I can't actually tell you how I'm better than my predecessor.

Ejaaz:
So I was like, okay, okay, well, let's just assume you're good at long-term

Ejaaz:
tasks, which is what you just explained, Josh, and is what Anthropic is claiming.

Ejaaz:
I said, can you give me like a couple of prompts that I can run with you just

Ejaaz:
to test that capability?

Ejaaz:
And he said, sure. And he gave me this amazing prompt where it said,

Ejaaz:
ask me to plan a two-week itinerary to Japan and set all these like complicated criteria.

Ejaaz:
So I did, I copied, I pasted it and it gave me like a very, dare I say,

Ejaaz:
ChatGPT 4.0-esque response with a bunch of emojis.

Ejaaz:
It didn't sound anything meaningfully different from 4.6. So I think I need

Ejaaz:
to use it a little bit more.

Ejaaz:
I need to try out some different tasks. I do wanna check out the visual reasoning

Ejaaz:
because I have had issues with Claude specifically, not ChatGPT,

Ejaaz:
where I would like put in like images or screenshots of like a paper or something

Ejaaz:
that I don't really understand.

Ejaaz:
Sometimes struggles to read the actual thing so i'm glad to

Ejaaz:
see that this is a stepping stone to the actual thing that

Ejaaz:
people do want access to which is

Ejaaz:
mythos uh they're all powerful model which you

Ejaaz:
know um is sending the world into a spiral right now i feel

Ejaaz:
like this is just like a version upgrade um and it we're kind of like in a holding

Ejaaz:
pattern until we get to the real thing um if we look back at the benchmarks

Ejaaz:
here uh this almost seems like chart crime josh like why are we putting like

Ejaaz:
the best model right on the right hand side so that like maybe i don't like

Ejaaz:
see how much better Mythos is compared to this.

Ejaaz:
In its defense, I do notice that there are three things here that it is completely in its own realm.

Ejaaz:
So if you look at scale tool use, Mythos doesn't really have that option or ability.

Ejaaz:
If you look at financial analysts, so things like financial engineering,

Ejaaz:
modeling, stuff like that, it is completely in a world of its own.

Ejaaz:
It can beat Mythos at that.

Ejaaz:
And then multilingual stuff as well. Now, that shouldn't come as a surprise

Ejaaz:
because Mythos, as we've spoken about on previous episodes, is oriented around

Ejaaz:
coding in particular, which has always been Anthropics mode.

Ejaaz:
And it's nice to see that we now have a generalized model. I'm going to be using

Ejaaz:
4.7 all the time now. It doesn't make sense for me to use 4.6.

Ejaaz:
What does concern me, the final thing, is I don't know if Anthropics should

Ejaaz:
be spending their time serving us up a slightly better model when they've been struggling on compute.

Ejaaz:
One thing I've noticed when I booted up Opus 4.7 is it's kind of automatically

Ejaaz:
toggled towards something called adaptive thinking, which a few other people

Ejaaz:
have spotted online as well.

Ejaaz:
What that means is it'll like think hard when it thinks it should think hard.

Ejaaz:
Now, typically, if you're paying 20 bucks, 100 bucks, 200 bucks for a particular plan.

Ejaaz:
Kind of want the model to always be performing at its best right and like you

Ejaaz:
can kind of figure it out but the fact that they're kind of like nerfing or

Ejaaz:
throttling the model isn't really a good sign and i wish they would just throw

Ejaaz:
that compute at mythos and give us a better model i.

Josh:
Like the iterative nature i like that my model that i use every day is better it's nice

Josh:
that the pricing is the same 4.6 is priced the same as 4.7

Josh:
in terms of api use and in terms of just the general usage

Josh:
for the plans it is interesting that their default is

Josh:
that adaptive token generation for answering with 4.7 it

Josh:
seems as if they're just slightly nudging like hey if you use a little

Josh:
less tokens it's probably fine we'll let you know when you should use

Josh:
more um but i think one of the things i'm most excited about this is

Josh:
that financial modeling and planning i think that's where there is a new

Josh:
spike that pops out of this model that hasn't really been done in previous models

Josh:
where it has the financial analysis ability you can talk to it about investments

Josh:
you can get strategies you can get up-to-date information that's gonna be a

Josh:
fun thing to play around with i noticed the token generation was slower uh it

Josh:
could just be because the model's new they're having a tough time serving up all the usage,

Josh:
but it is an iterative improvement on the model that we use every single day.

Josh:
So it's a nice upgrade. We'll take it.

Josh:
It's not any more expensive. I'm looking forward to using Mythos or a Mythos-like

Josh:
model so we really get that step function improvement.

Josh:
But for now, 4.7 is a great incremental improvement.

Josh:
I think we're probably going to continue to see a lot of these incremental improvements

Josh:
that just kind of increase certain

Josh:
things here and there. But play around with it. See what you think.

Josh:
And yeah, that's mostly Opus 4.7, the update.

Ejaaz:
The craziest part about that sentence, Josh, is this was the fourth product

Ejaaz:
release that Anthropic released this week.

Ejaaz:
They had three completely other different products and features which we're going to get into now.

Ejaaz:
One of them, it's a new feature called Routines in Claude Code.

Ejaaz:
Now, typically, when you're building an app or when you're coding something

Ejaaz:
up, there are a bunch of other tasks that are separate from the main code development itself.

Ejaaz:
And some of these tasks are kind of, you wish you could automate these things.

Ejaaz:
They're kind of tasks that you need to run kind of like every now and then to check the damn thing.

Ejaaz:
And it would be cool if you could just automate those things.

Ejaaz:
There is something that exists in the world today called Cron Jobs.

Ejaaz:
You can kind of like design specific tasks or routines that kind of like run

Ejaaz:
the thing over and over again and you could achieve something similar like this

Ejaaz:
in clawed code but with this new feature routines you can now

Ejaaz:
create a routine or create a design of a task that you want to loop over and

Ejaaz:
over again. But the best part is you can run it completely offline.

Ejaaz:
So with your laptop or computer shut down, it runs completely on Anthropics

Ejaaz:
version of the cloud. So you could be asleep at 2am, you don't need to wake

Ejaaz:
up and these jobs and tasks now autonomously work for you.

Ejaaz:
The benefit of this is you could go to bed with a code base that is being built

Ejaaz:
by code code, your computer shuts down,

Ejaaz:
you're still asleep, and it's already running security evaluation,

Ejaaz:
security tests, and you wake up to a fresh new repo with a bunch of proposed

Ejaaz:
fixes, and you just click approve or deny.

Ejaaz:
And so it just makes you incredibly productive. You're like working like a full

Ejaaz:
nine to five job whilst you're asleep.

Josh:
Yeah, and this removes the need to buy something like a Mac mini or an always

Josh:
on machine, which I really love.

Josh:
I think there's been this craze to getting machines and purchasing all these

Josh:
things that can stay online so that your claw features can go off and use them anytime.

Josh:
This you can just set it and forget it let it go run

Josh:
in the background it'll run on their servers on their time and then

Josh:
you wake up and you have whatever you set the task to

Josh:
do throughout the course of the night or throughout the course of the day and

Josh:
it's that persistent computing that can always be doing tasks for you that i

Josh:
think is really valuable and the market seems to like this along with all of

Josh:
the other features that they've been releasing because the valuation is skyrocketing

Josh:
i mean it's what up to 850 billion dollars evaluation if i'm not mistaken that's

Josh:
puts them neck and neck with open ai

Ejaaz:
Yeah, I think it's important to point out that OpenAI is at $900 billion.

Ejaaz:
And the reason why that's significant is Anthropic has been kind of behind on

Ejaaz:
the valuations for a while now.

Ejaaz:
And a while within the realm of like the AI sense was three months ago.

Ejaaz:
Three months ago, they were valued at around $300 billion.

Ejaaz:
And now they've already jumped up to $850. Now, OpenAI's IPO is rumored to be

Ejaaz:
around $1.1 to $1.2 trillion.

Ejaaz:
Anthropic is not too far behind. I think a lot of this is spurred from their

Ejaaz:
Mythos preview launch, which kind of like ruffled a bunch of feathers and pushed their valuation up.

Ejaaz:
I was actually chatting to Josh before we started recording and I was out with

Ejaaz:
dinner and a friend of a friend of a friend who runs a fund had just purchased

Ejaaz:
$100 million at a $750 billion valuation from secondary shares from employees.

Ejaaz:
So the market is incredibly hot.

Ejaaz:
This news isn't just rumors or fake. We're seeing this through secondary share

Ejaaz:
sales through employees and also through like open markets that people have

Ejaaz:
created like tokenized versions of Anthropic shares.

Ejaaz:
It's just an extremely hot market right now. We have three big IPOs coming up.

Ejaaz:
We've got the SpaceX IPO, we've got the OpenAI IPO, and then we have the Anthropic

Ejaaz:
IPO and they have caught up massively.

Josh:
Yeah, there's a huge amount of money that is going public over the next 12 to 18 months.

Josh:
And I don't know what type of impact it's going to have on the market,

Josh:
but man, things are up only and quick.

Josh:
Now for the remaining changes this week that came out of Claude. We have a couple.

Josh:
One is the redesign of Claude code and just the desktop app in general.

Josh:
I think everyone is fighting for this all-in-one desktop application.

Josh:
They're trying to put all of the functionality under one roof.

Josh:
Currently, OpenAI has like Codex and they have Sora, then they have the ChatGPT

Josh:
app, and there's a whole bunch of different things.

Josh:
Claude has pressed them all into one and they redesigned it this week.

Josh:
So now there's a few different tabs.

Josh:
The Claude code feature in particular works much better. That was a nice just

Josh:
kind of user interface improvement.

Josh:
I think the next natural state would just be to remove co-work and code and

Josh:
just make it all one thing.

Josh:
Um i shouldn't have to sift through different modes i just wanted to know what

Josh:
i want to do the things i suspect that's what's coming next they also released

Josh:
a new clod in word plan which is um not so great for microsoft i could imagine

Ejaaz:
Yeah um i think the plan that anthropic is executing right now the strategy

Ejaaz:
is get clod into as many people's hands as they can and it's not primarily going

Ejaaz:
to be through an anthropical clod subscription so one way that they do this

Ejaaz:
is they've partnered pretty strongly with Microsoft,

Ejaaz:
which is weird because Microsoft usually has a very strong alignment with OpenAI and ChatGPT.

Ejaaz:
They own about 27% of OpenAI.

Ejaaz:
But now three of Microsoft's major AI products released in the last three weeks are powered by Claude.

Ejaaz:
They have Microsoft Cowork, so they didn't even change the name.

Ejaaz:
It's powered by Claude Cowork.

Ejaaz:
And now they have this new integration where the entire Microsoft suite of programs,

Ejaaz:
so PowerPoint, Excel, Word, now have Claude natively baked into it,

Ejaaz:
which begs the question,

Ejaaz:
How has Microsoft's AI product Copilot, who is designed to do the exact same

Ejaaz:
thing, how would they be into the punch by Claude themselves?

Ejaaz:
And it's a better product. If you look at this demo, if you actually test out

Ejaaz:
the thing, if you speak to Copilot users, their response is,

Ejaaz:
wow, Claude is a better product.

Ejaaz:
The reason why is it maintains the context of your entire conversation,

Ejaaz:
which Copilot hasn't been able to achieve off.

Ejaaz:
So for a while now, Satya and Microsoft have been pushing away from ChatGPT.

Ejaaz:
And maybe it's just because they have a better product. I don't really understand

Ejaaz:
why they're taking a more tool agnostic approach.

Josh:
Yeah, I was going to ask, isn't this the Microsoft that owns half of ChatGPT

Josh:
and OpenAI? Yep. That has access to all the code base.

Josh:
Yep. Yeah, and has, what, billions of dollars to build their own AI,

Josh:
and yet, for some reason, are using Claude and Anthropix models. So, interesting.

Josh:
If you use Word, this is a huge win for you. So, we just mentioned how Anthropix

Josh:
has reached an $850 billion valuation.

Josh:
This new company, or this old company, I should say, has had a similar trajectory,

Josh:
although a little bit more unhinged.

Josh:
If you are chronically online, you probably saw the news that Allbirds,

Josh:
the shoe company, is pivoting to AI.

Josh:
And the market loved it. The stock went up 850% in a single day.

Ejaaz:
It was unbelievable.

Josh:
And the timeline is really funny, right? It's like they IPO'd in 2021 at a $4

Josh:
billion valuation. And this was the biggest company in Silicon Valley.

Josh:
Everyone was wearing the world's most comfortable shoes.

Josh:
I owned a pair. They were made of wool. they were really great turns out

Josh:
people don't really care that much about wool shoes the stock lost

Josh:
99 and a half percent of its value over the next

Josh:
four years they closed every retail store which is a

Josh:
shame because they had a nice one over here in manhattan and i actually went

Josh:
there they sold the entire brand for 39 million dollars and then rebranded to

Josh:
new bird ai so all birds is becoming new birds they're using get this 50 million

Josh:
dollars that's million with an m not a b or a T that is million to buy GPUs and compete with AWS.

Josh:
And the market loved it. It's like a meme stock. It went from like $3 to $23.

Josh:
It had the largest single day gain in company history and wiped out

Josh:
I don't know, maybe like 5% of its 99.5% loss, but it's just a testament to

Josh:
how frothy the market really is because a company can announce a pivot and just go absolutely nuclear.

Josh:
It's just an interesting story on the frothiness of the market currently.

Ejaaz:
There's a famous saying that goes, you may not know you're in a bubble, but there will be signs.

Ejaaz:
This might be a pretty strong sign. I don't know what to say about this. I never liked the shoes.

Ejaaz:
Maybe that's a hot take and I don't like this angle that they're taking right now.

Ejaaz:
$50 million is the salary that Zuckerberg is paying one single AI researcher

Ejaaz:
to work at Meta and on his entire lab.

Ejaaz:
So it's not going to make much of a splash in the ocean, but I appreciate the

Ejaaz:
sentiment and an effort.

Ejaaz:
It seems like it's a bit of a stretch. I don't know how many GPUs they're going

Ejaaz:
to be able to buy with that money, maybe 10.

Ejaaz:
And I don't know if they even have the expertise to be able to spin those up.

Ejaaz:
So I don't know who's managing this but it's a

Ejaaz:
smart marketing move and good for whoever bought

Ejaaz:
the stock like it's interesting when we were chatting about this

Ejaaz:
pre-recording uh yesterday's episode josh and

Ejaaz:
i were like wow it's up 200 that's crazy

Ejaaz:
uh and then by the time we finished recording the episode what

Ejaaz:
was it like 25 minutes later it was at 800 so maybe

Ejaaz:
i'm the idiot here but just a wild wild story but

Ejaaz:
there was someone that predicted this well well

Ejaaz:
before its time um brian brian

Ejaaz:
michael f uh goes if all birds just pivots to being an lm it could get its four

Ejaaz:
billion dollar valuation back this was back in march 30th so he is like the

Ejaaz:
listen he knew everything that was going on and yeah the stock is down around

Ejaaz:
30 today we're using perplexity computer to to show this here It's a nice little feed,

Ejaaz:
which still gives it a huge marginal increase.

Ejaaz:
I think the market cap is at like almost 100 million dollars.

Ejaaz:
So that's still like a four and a half X. Pretty insane.

Josh:
Yeah. This is like a joke. This is not even a serious. It's unbelievable that this happened.

Josh:
And I think it's a testament to the maybe lack of seriousness right now.

Josh:
It's like everything is going up. We don't care. And I do feel that frothy nature.

Josh:
I find this whole story really interesting, but we do have a more interesting story.

Josh:
This is from our good friend, Leopold Ashenbrenner, who last time we spoke about him, I think he was 24.

Josh:
He's 25 now. Happy birthday, Leopold. since then he's

Josh:
also turned uh another couple billion dollars in profit

Josh:
that we haven't discussed so we need to have a brief update because

Josh:
this dude is on a roll uh leopold for

Josh:
those who aren't familiar famously created a situational awareness

Josh:
fund which is designed exclusively to invest in kind of frontier ai technology

Josh:
companies and my god it is doing so well to the point that not only is doing

Josh:
like hostile takeovers of companies but now is leading funding rounds in them

Josh:
as well and they are up so much money this this guy's crushing it Okay,

Ejaaz:
So some quick context. At 23 years old, he starts a fund and raises a humble,

Ejaaz:
very modest $250 million.

Ejaaz:
In less than a year, he turns that into $1.5 billion.

Ejaaz:
And at the end of last year, so we're talking December 31st,

Ejaaz:
he's holding around $2.2 billion in the fund.

Ejaaz:
So that's a huge markup. Any investor would be super happy.

Ejaaz:
But he does something that no one expects.

Ejaaz:
He takes major positions in a few core stocks.

Ejaaz:
And I have it listed over here. He takes a massive, almost $900 million position

Ejaaz:
in this company called Bloom Energy, which not many people outside of like the

Ejaaz:
ASFA knew about back then, which is a fuel cell company.

Ejaaz:
Basically, you can take portable fuel cells and power AI data centers.

Ejaaz:
AI data centers are very hot right now, but they need energy.

Ejaaz:
Bloom Energy solves that. And then he took a massive additional $300 million position on CoreWeave.

Ejaaz:
Now, fast forward to today, Bloom Energy had a crazy week. Their stock is up

Ejaaz:
48% as I am speaking right now, which means that his original position is up $1.2 billion.

Ejaaz:
That's a $1.2 billion return on his original investment in three and a half months.

Ejaaz:
Total $2 billion position from $885 million.

Ejaaz:
Absolutely insane. And the reason why is Bloom Energy is signing deals left, right, and center.

Ejaaz:
But it's not only that. I looked at his SanDisk position, Josh.

Ejaaz:
Why did I look at his Sandisk position? Sandisk is already up massively.

Ejaaz:
He decided to take a $250 million position at the end of last year.

Ejaaz:
That is now worth almost a billion dollars, but I wish that was the end.

Ejaaz:
The final stock that he was invested in was this little stock over here called

Ejaaz:
CoreWeave, which is up, I believe, around 25% as we're talking right now.

Ejaaz:
Which means that he's up another couple hundreds of million dollars.

Ejaaz:
The point is, Leopold is absolutely killing it. And the worst part is,

Ejaaz:
if you wanted the blueprint as to what he's investing in, he wrote us a 64-page

Ejaaz:
essay titled Situational Awareness, the name of his fund that was released about

Ejaaz:
two years ago now, and it's held true until now. It's pretty amazing.

Josh:
And we also published an update on the portfolio, what, a month or two ago?

Josh:
And if you did follow along with that, chances are you're probably up a good

Josh:
amount right now. I mean, Sandisk, as an example, is the largest single gainer

Josh:
of the year for 2025 and 2026.

Josh:
There has been no single better stock. So, Leopold's on it. Congratulations

Josh:
on the success. If you have been copy trading him, congratulations on your success. And if not,

Josh:
I might have to suggest that maybe you try it. Not financial advice as always,

Josh:
but interesting nonetheless.

Josh:
Now we have some more information this week coming from the person who is at

Josh:
the top of the ladder, which is Jensen Wong, the guy who creates all these GPUs.

Josh:
He was on Dwarkesh recently and had some interesting choice words to say about

Josh:
China and many other things, but China in particular, this was the clip that

Josh:
went viral about him getting a little defensive.

Josh:
And I actually, the episode just came out. I haven't had a chance to watch it

Josh:
yet. So what is he going on about here?

Ejaaz:
Yeah, so it's an amazing episode. Let's start with this particular segment before

Ejaaz:
we get into the other takeaways.

Ejaaz:
So basically, I'm going to play the clip in a second.

Ejaaz:
Duwakesh asked him a very specific question, which is, NVIDIA is selling a lot

Ejaaz:
of GPUs to our adversary, China.

Ejaaz:
In doing so, you're going to empower China to build super intelligent weapons,

Ejaaz:
which may be used against the US.

Ejaaz:
An example might be Claude Mythos, which can be used as a cybersecurity security attack tool.

Ejaaz:
Jensen's response isn't what you might think. His response is not only we should

Ejaaz:
align with China because they have a bunch of researchers and it's good to foster

Ejaaz:
an AI community. He doesn't recognize them as an adversary in that sense.

Ejaaz:
But two, he got incredibly defensive saying, I don't align with that loser energy.

Ejaaz:
Let me play this episode.

Josh:
You're not talking to somebody who woke up a loser.

Ejaaz:
It's getting defensive.

Josh:
That loser attitude, that loser premise makes no sense to me.

Josh:
We are not, we're not a car. We are not a car.

Josh:
The fact that I can buy a car, this car brand one day and use another car brand another day, easy.

Josh:
Computing is not like that. There's a reason why the x86 still exists.

Josh:
There's a reason why ARM is so sticky.

Josh:
These ecosystems are hard to replace.

Josh:
It costs an enormous amount of time and energy and most people don't want to

Josh:
do it. And so it's our job to continue to nurture that ecosystem,

Josh:
to keep advancing the technology so that we could compete in the marketplace.

Josh:
Conceding a marketplace based on the premise you described, I simply can't acknowledge that.

Josh:
It makes no sense because I don't think the United States is a loser.

Josh:
Our industry is not a loser. And that losing proposition, that losing mindset makes no sense to me.

Ejaaz:
You heard it from himself. we are not a

Ejaaz:
car the point he goes on to make is you can't

Ejaaz:
compare gpus to switching out a car to a

Ejaaz:
different model like it's just leisurely right with gpus you need a very specific

Ejaaz:
type of machine and nvidia has the machines to provide it he's basically talking

Ejaaz:
his book and the point that he's kind of skirting is he wants to sell more gpus

Ejaaz:
to china because he's going to make billions of dollars from it he makes a point

Ejaaz:
later on in the episode that china has the most compute and energy in the world.

Ejaaz:
So what is the substrate that uses that compute?

Ejaaz:
GPUs, obviously, and he wants to be their biggest seller. He kind of explains

Ejaaz:
that they have 50% of AI researchers and they have a good attitude towards building

Ejaaz:
good AI models, but really, he just wants to make a buck.

Josh:
Yeah, I liked the idea that we would sell them GPUs, but they were the like

Josh:
previous version or they're the nerf down versions of them.

Josh:
So there was some angle there. I could see the arguments for both.

Josh:
It's an interesting conversation. I will be watching that conversation.

Josh:
But also the United States seems to be panicking.

Josh:
And perhaps not about this, but they are certainly panicking about the speed

Josh:
in which AI is improving.

Josh:
I'm not even sure they know that China's getting these chips yet.

Josh:
But they apparently have been summoned to discuss Mythos, the anthropic model

Josh:
that is so powerful that it is not being released to the public, that one.

Josh:
It seems as if there's been some pretty serious closed-door discussions about

Josh:
how to deal with this technology in the government just in the last week.

Ejaaz:
Yeah, so some important context here. Anthropic went from being the kind of like...

Ejaaz:
Weird kid to being the super popular kid when Claude Code kind of like rose

Ejaaz:
to fame to then becoming the most hated person or hated company by the government

Ejaaz:
because they refused to hand over their model and reins to be used in war.

Ejaaz:
And so they got blacklisted.

Ejaaz:
Now the government seems to be kind of backstepping here after they realize

Ejaaz:
that the next model that Claude or rather Anthropic is about to release is super

Ejaaz:
powerful and probably something that they want to have under their control.

Ejaaz:
So two things have happened. One, Secretary Besant and Jerome Powell, Fed Chair,

Ejaaz:
have gathered all banking heads, so from Goldman Sachs, JP Morgan,

Ejaaz:
etc., to discuss the potential of this new model and to prepare defensive tactics

Ejaaz:
against people that might use this model against them.

Ejaaz:
So they need to secure data, accounts, so that money is installed and all that

Ejaaz:
kind of stuff. So it's a real kind of like nation-level threat or global-level threat.

Ejaaz:
Number two, they've re-engaged conversations with Anthropic themselves.

Ejaaz:
So the company that they've blacklisted, they've now started conversations again

Ejaaz:
with to try and figure out how they can work together.

Ejaaz:
So my bet is, and I tweeted about this when the Pentagon stuff was going down,

Ejaaz:
I was like, this is going to be a nothing burger in about three months from

Ejaaz:
now when they realize that they do need to be aligned with Anthropic.

Ejaaz:
Now, this could go two ways. One, politically correct.

Ejaaz:
So Anthropic signs a deal and they just kind of shake hands.

Ejaaz:
Or two, in a more extreme way, the government might even like take the steps

Ejaaz:
towards nationalizing it if Anthropic refuses to help them.

Ejaaz:
So I don't know which way this is going to go, but it proves to us that Mythos

Ejaaz:
is very real and it is the best marketing campaign for Anthropic that they could have ever asked for.

Josh:
Yeah, these things are getting powerful and they're only going to be getting

Josh:
more powerful. And as that power dynamic shifts from the government to this

Josh:
private industry, I think we're

Josh:
going to see a lot of conflicting opinions and issues that will arise.

Josh:
There is a random topic that I want to cover briefly just because I thought it was interesting.

Josh:
This is like the fun part of the show we'll get into. if you remember there

Josh:
is a mafia known as the paypal mafia where everyone

Josh:
who was the founder of paypal has gone on to create all these amazing

Josh:
companies a similar phenomenon is happening at spacex where

Josh:
as spacex is going public a lot of the engineers who worked under

Josh:
elon who did really hard and difficult engineering challenges they're rich they're

Josh:
leaving they're doing passion projects and we got one of the first passion projects

Josh:
this week which is called vital life and i just found it really interesting

Josh:
i want to share briefly because it is a 25 pound cooler looking machine that

Josh:
is able to process and clean water from anywhere in the world including oceans.

Josh:
It does so using this really cool technology in a box that is

Josh:
50 times smaller than the average one by using

Josh:
a lot of really interesting technology around reverse osmosis

Josh:
and creating these different sensor and pressure feeds

Josh:
that it allows it to clean and purify water anywhere in the world so

Josh:
it's really amazing you have a hose you hook it into any water source

Josh:
and it cleans it for 850 bucks i just thought

Josh:
if you are like a camper if you are a fisherman if you are

Josh:
ever in need of water they have kind of commoditized it and turned into a tiny

Josh:
little cooler and it was just an interesting version one of what i'm hopeful

Josh:
the spacex mafia is going to begin releasing which is just passion projects

Josh:
man spacex is going at a two trillion dollar valuation they're collecting a

Josh:
lot of that they get to make cool things with it this one i just thought was

Josh:
pretty interesting awesome

Ejaaz:
Um and yeah i have a fun story that i want to share to

Ejaaz:
round this episode up uh this one is a

Ejaaz:
little dystopian um so a group of researchers in korea has built a on and off

Ejaaz:
switch for your genes which they can operate from outside of your body using

Ejaaz:
the electromagnetic pulse that comes out of your electrical socket that you're

Ejaaz:
charging your phone or yeah.

Josh:
That's crazy now this

Ejaaz:
Is pretty insane so the analogy is as follows if

Ejaaz:
you imagine a garage door right you can use a remote to open it up and to close

Ejaaz:
it down right you have similar channels in your cells where you can kind of

Ejaaz:
send this calcium ion right calcium ions kind of open the gate or close the

Ejaaz:
gate and the calcium ions can influence your genes.

Ejaaz:
It could turn the genes on and it could turn the genes off. What they realized

Ejaaz:
is if they created an engineered protein, I think it's called like ACBYB or something like that,

Ejaaz:
and implant it near the gene that they want to switch on and off,

Ejaaz:
they could just put you in an electromagnetic field,

Ejaaz:
60 megawatts to be specific, which is exactly the thing that comes out of your

Ejaaz:
socket, right? So it's surrounding you right now.

Ejaaz:
They could trigger a calcium channel to open up

Ejaaz:
and switch on that gene, and then close the channel to close the gene.

Ejaaz:
Now, you might think, oh my god, I can get remotely attacked,

Ejaaz:
and I could like change my personality, or they could like affect my aging process.

Ejaaz:
That's exactly what they did with the mice, at least in the study.

Ejaaz:
So they were able to reverse aging or halt aging in these mice using three of the Nakamoto genes.

Ejaaz:
Nakamoto genes are like one of the famous set of genes that can like trigger

Ejaaz:
stem cell reversal. They were able to do that completely remotely.

Ejaaz:
So I don't know what to think of this, except I am scared and concerned.

Josh:
Well, it's good to know that like all of the what is it all the conspiracy theorists

Josh:
that say that they're implanting chips in us plausibly true now.

Josh:
Maybe they just haven't turned it on. They just got to activate the right electricity

Josh:
field and change us up however you want.

Josh:
It is fascinating, though. I think it's a testament to how weird the world of

Josh:
biology is going to get as we kind of evolve and progress through this AI intelligence phase.

Josh:
Is I think one of the more interesting industries is going to be biology because

Josh:
we really understand so little about the human body and the nature of how different

Josh:
things interact with us and unlocking those things and being able to actually

Josh:
engage with our beings in a way that we've never been able to before is something

Josh:
that's really exciting.

Josh:
This is awesome research and development. We keep seeing more and more of it

Josh:
coming at an increasing really rapid rate.

Josh:
So I'm excited to continue to iterate, see where that comes.

Josh:
Maybe just get, like, if wherever we want to change ourselves,

Josh:
you just kind of push a button on your screen and it'll just adjust the magnetic

Josh:
field around your body and switch over those genes.

Josh:
Who knows? It's going to be weird and wild. But that is all of the updates for this week.

Josh:
I think we've covered everything. If you've made it through all four episodes,

Josh:
you are fully in the know of everything you need to.

Josh:
On this week in the world of frontier technology, AI, all of it,

Josh:
I hope you enjoyed the episode. Before we send you off for the weekend, we have a couple asks.

Josh:
One is to subscribe to the newsletter. We post on Subsec twice a week.

Josh:
Share it with your friends.

Josh:
Like and comment on the video if you're watching it on YouTube.

Josh:
Don't forget to subscribe if you are listening.

Josh:
Leaving a five-star review helps a lot. Any final thoughts for the weekend?

Josh:
What are we sending everyone off? What are you thinking about this weekend?

Ejaaz:
The top of mind one is why didn't I copy trade Leopold when I reported on it two months ago?

Ejaaz:
And then the second thing is I should have bought and owned all bird stock simply

Ejaaz:
because the market is crazier than I could have ever have thought rational.

Ejaaz:
So it's a lesson I've learned over and over again through my training experience.

Ejaaz:
And I keep being forced to learn the same lesson whilst not making money, Josh.

Ejaaz:
So I'm thinking why am I poor? I'm poor.

Josh:
Okay. Well, yeah, I think I could resonate with that one too.

Josh:
I also did not participate.

Josh:
I hope someone listening did. Take some of our advice here and go follow these amazing traders.

Josh:
So I hope I'm wishing everyone a profitable weekend.

Ejaaz:
And we'll see you guys.

Josh:
On the other side with an episode next week.

Ejaaz:
See you guys.