EP 05Sun, June 14, 20265m37s
The week a model became a munition
Not the headline — the four threads underneath it. The WSJ scoop that Amazon's CEO triggered the Fable/Mythos recall; how Anthropic wrote its own legal predicate; the US cutting off allied cyberdefense; and what model-recall risk does to two pending AI IPOs. Why "sovereign AI" just stopped being optional.
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EP 04Sat, June 13, 20265m47s
A record, and a recall
Two firsts in one day: SpaceX's record IPO closes +19% past a $2T valuation, making Elon Musk the world's first trillionaire — and the US government orders Anthropic to suspend Fable 5 & Mythos 5 for all foreign nationals, forcing a global shutoff over a disputed jailbreak. The split reaction, and the 1990s encryption-as-munition parallel.
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SPECIALThu, June 11, 20266m8s
How is any of this possible?
The money behind the moment — SpaceX's record $1.75T IPO (June 12), Anthropic's $965B S-1, OpenAI's filing, all in ten days. What analysts mean by "circular financing," JPMorgan's 26× revenue gap, and the macro backdrop Bob asked about: record $22.7T M2 and a weaker dollar. Reports the bubble debate; takes no side.
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EP 03Wed, June 11, 20265m36s
Anthropic opens the gate
Anthropic opens its top Mythos tier to the public with Claude Fable 5 — at $10/$50 per million tokens (~2× Opus 4.8) and mandatory 30-day data retention with no opt-out, overriding ZDR. Capability split from access via Project Glasswing. Plus OpenAI's confirmed S-1, Altman's "third phase," Apple's Siri AI on Google Gemini, and China's $295B AI infrastructure plan.
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EP 02Wed, June 10, 20264m40s
The week AI became about money
Anthropic files a confidential S-1 after its $65B round at a $965B valuation, OpenAI readies its own; a ~$36B Apollo/Blackstone debt deal to buy TPUs for Anthropic; Trump's voluntary AI order vs Congress's three-year freeze on state laws; Polymarket's best-model odds — Anthropic 90%, OpenAI 2%.
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EP 01Sun, June 7, 20264m50s
Microsoft builds its own way out
Microsoft Build's 7-model MAI push for self-sufficiency, Gemma 4 12B encoder-free on a laptop, OpenAI Sites & robotics, Anthropic's recursive-self-improvement claim, and the live best-model odds.
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DAY 103Wed, June 10, 20263m41s
The strikes the ceasefire was supposed to prevent
US strikes Iran over a downed Apache near Hormuz (two pilots safe); Iran fires on Bahrain, Kuwait and Jordan; Trump says Tehran will “pay the price”; Iran says it's reviewing talks; Israel strikes Sidon. Brent ~$92, off February's highs. Peace-by-December at 68%.
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DAY 101Mon, June 8, 20264m4s
Day 101
Israel and Iran trade direct strikes for the first time since the April ceasefire — the sequence in order, attributed: Beirut, Iranian missiles (all intercepted), Israeli strikes inside Iran, Houthi launches. Oil back up, peace-deal odds flat at 14.5%.
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DAY 100Sun, June 7, 20264m44s
Day 100
A fast-moving day reported straight — confirmed, attributed, no narrative: Beirut strike, missiles launched from Iran, Hormuz drones, the Lebanon truce, oil below $94, and peace-deal odds at 14.5%. Facts only; the listener decides.
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EP 17Sun, Apr 12, 20266m19s
The Blockade
There's a lot to cover. We've been off for five days, and in those five days, everything changed. A ceasefire. Peace talks. And then, this morning, a naval blockade.
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EP 11Tue, Mar 31, 20268m36s
Follow the Money, Part Two
Today, American gas prices crossed four dollars a gallon for the first time since twenty-twenty-two.
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EP 9Sun, Mar 29, 202610m53s
The Spreading
Iran's Revolutionary Guard issued an ultimatum this morning. The US government has until noon Monday, Tehran time, to formally condemn the bombing of two Iranian universities. If it doesn'…
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EP 7Fri, Mar 27, 20269m6s
While You Weren't Looking
Today's episode is different. No missiles, no oil futures, no battlefield updates. Today we're talking about what's been happening WHILE the missiles fly. Because there's a patt…
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EP 3Wed, Mar 25, 20267m49s
The 15-Point Plan Nobody Agreed To
Day 26. And the gap between what's being said and what's actually happening has never been wider. The US sent Iran a formal peace plan. Trump declared victory. Iran says no talks exist. T…
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