SoftBank's $40B OpenAI Investment & Anthropic's Claude Mythos Leak

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Welcome to the podcast.

I'm your host, Jayden Schaefer.

Today on the podcast, guys, we have so much lined up.

We have Softbank that is lining up a $40 billion open AI investment.

I'm going to talk a little bit about where I think the money is going.

We have humanoid robots that were at the White House recently, and this made a lot of headlines.

We have an update on open AI.

They're pivoting away from Sora.

They're shutting it down.

But apparently, they're pivot is going into robotics, so they're not just shutting down

Sora.

They're actually putting it somewhere else.

And we also have Apple that is making a huge move with Siri and iOS 27 that affects

basically every iPhone user ever that I'm actually kind of excited about and maybe

turns Apple into a winner in an area where I thought they were only a loser in AI.

The biggest story is that there is a data leak at Anthropic and it revealed a secret

model called Claude Mythos Anthropic's own internal documents describe it as a quote

unquote step change in capabilities.

And they're saying that it poses an unprecedented cybersecurity risk.

This is coming from the safety company.

So we're going to unpack all of that on the podcast today.

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So go check it out and yeah, let's get into the first story.

The first thing I want to talk about is AI robots at the White House.

This was kind of honestly just sort of like a funny story.

A lot of people talked about it.

I think there was like a headline on TechCrunch which said like Melania Trump wants AI robots

to homeschool your kids.

Anyways, people are kind of just being funny with it.

But basically what happened was Melania Trump brought in the figure three humanoid robot

and it was basically walking around on two feet.

It was greeting guests.

It was speaking in 11 different languages.

Now I think on the surface, you can really look at this like a PR moment for figure three

and actually probably in the White House right to say like look, we're like super high

tech.

And I think the reason why it matters is it's a signal of how fast physical AI is moving.

If you look at a year ago, we were seeing these robots in these kind of controlled lab demos.

And now we have one walking through the White House.

I think this is a really big jump in a very short amount of time.

And I think it connects a really big trend we see everywhere, which is just this week.

Anjal robots announced a partnership with Google DeepMind.

They're going to integrate Gemini models into physical robots for manufacturing.

They're also doing automotive and logistics.

So you're seeing Google, OpenAI, and a bunch of other companies all converging on this

idea that physical AI, which is robots that can actually do things in the real world,

this is the next frontier.

And I think we're going to be talking about this a lot more in the coming months.

And I would say by the end of the year, we're going to see some pretty, pretty sizable

rollouts of companies rolling this out in a big way.

The second thing I want to talk about is soft banks, $40 billion OpenAI investment.

So they're putting together this big round for OpenAI.

I think this is obviously a massive number, number, but that's almost secondary to what

it represents when industry is really headed in an interesting direction.

I think for me, what it's showing is there is a barrier to entry for building these top

line AI models, and it is this barrier to entry is very high.

We have a lot of amazing companies, I mean, myself included, taking these tools and building

cool things with them.

But if you want to be a frontier model company, the stakes and the barrier to entry is insane.

And it kind of honestly makes me feel bad for some of these companies like Mistral AI,

which are just smaller and regional areas like France, and yes, they're raising billions

of dollars.

But like, are they able to raise $40 billion?

Are they able to have the entire arsenal of Google behind them?

Like, it's pretty hard to compete in these ways.

I think it's not just about having read the most talented research team anymore.

You have to have billions of dollars in compute in infrastructure.

And you need to have the ability to scale your distribution globally at the same time.

So I think a lot of these companies are really pulling further and further ahead, like

OpenAI, like the top hyperscalers, they're getting way further than anyone else, just because

they had the lead at the beginning.

So Softbank has basically made OpenAI a core pillar of their entire AI investment thesis.

And when you look at a landscape, OpenAI and through up at Google, the gap between all

of these front labs and everyone else is getting huge.

So I think for the average person using these tools, it's actually a good thing.

More investment means that more compute is going to make the models better.

But from a competition standpoint, I think it raises a lot of questions about how concentrated

this industry is going to get, right?

It's becoming a very expensive game to play.

And I mean, even if you think like $40 billion, let's say there was eight different AI

companies and Softbank gave each of them, or 10 different AI companies in Softbank gave

each of them $4 billion, you could build some cool stuff, right?

Like, would that be able to compete with Anthropical OpenAI, Google?

And that's kind of the question.

So it's really, really wild, just the numbers that go into all of this.

And unfortunately, I think it really makes it, so there's not a lot of competition in

the market.

All right.

The third thing I want to talk about is OpenAI's Robotics Pivot.

So we already talked about robots walking around the White House.

Recently I gave an episode about OpenAI shutting down Sora, their video model.

This is a bit of an update.

The new detail is that the compute that they're basically turning off for Sora.

So it was kind of very computationally intensive to run that video model, so they're shutting

that down.

And they're actually going to be giving that directly to robotics research.

You can see this figure robot, obviously, is a big deal.

A lot of Optimus robots coming out of Tesla and everything there.

This is a big deal.

And so OpenAI, I think, is really focusing on maybe if they don't own the robotics company,

like Elon owns Tesla with the Optimus robots and he owns Grocks.

So obviously he's going to put Grock into those.

If they can't have that kind of distribution where they own the robot company, maybe they

need to start thinking about, well, if they don't currently own one, maybe they need to

start thinking about how they can own ones.

They're not just making these kind of partnerships where they're working with figure other people

to get in, but their AI could be swapped out.

So I think they're putting a lot of these resources into a much, into a really interesting

kind of field.

I think they looked at AI video generation.

They looked at robotics.

And basically, as a business decision, they had to pick one and they picked robotics.

So I think right now, it's definitely worth paying attention to because it represents

a really big shift in where the smartest people in AI think the value is going to be created

over the next few years.

It's probably not going to be created in these short form little AI slop videos.

That sounds so terrible because I actually think you could make some great videos.

And as the models get better, they'll be super useful for video production and a bunch

of other things.

But sort of what Sora was getting used for and evidently, they want to shift their image

to something in which is robots, which is going to give them a lot more ROI.

Okay.

The next thing I want to talk about, this is Apple's big play on super stoked.

Apple is planning to open up Siri to third party AI services through the app store in iOS

27.

So up until now, Chad Jubiti has had an exclusive integration with Apple intelligence.

That is going away.

Basically what this means is that you could have clawed or Gemini or Grock or really any

other AI model running your Siri for you as long as the developer builds integration.

So you'd essentially be choosing your AI assistant in the same way you choose your default

browser on iPhones.

I think this is super cool.

It's interesting.

Apple never went down the route of building their own AI model.

I think they just decided maybe it was too hard.

They didn't have the talent.

They didn't want to designate the money there.

And instead, they're just relying on other people and they're just kind of building themselves

as a shell around some of these other AI companies.

A couple of different reasons why I think this is happening.

Even Siri has been losing ground compared to what clawed and Chad Jubiti can do.

And I think they know that.

And number two, I think that by opening it up, they are essentially reducing their dependence

on a single partner.

They don't have to bet everything on OpenAI.

They let the market compete and Apple just provides the platform.

And I also think that right now, everyone's basically a lot of people are paying for

their own AI subscription.

I think it'd be a smart move if instead of having to pay for a huge licensing deal with

Chad Jubiti, whether that goes one way or another, they basically say, look, we'll let

people pick their own platform.

If you have a premium, you know, a pro subscription to OpenAI, maybe you grab your own API key

or there's an integration with Chad Jubiti, so premium subscribers are going to get premium

Siri.

Anyways, it's an interesting thought.

I think for anyone with an iPhone, which is right now over a billion people, this is

one of those changes that you'll actually feel the AI assistant on your phone.

I think it's going to get a lot more capable series.

Obviously, it's been terrible for forever.

I'm really excited if this solves Apple's kind of AI problem and they can actually start

making Siri useful again.

I'd be thrilled.

And I think this is a good move from Apple.

All right.

The last story that I wanted to do a deep dive on that is absolutely wild is coming out

of Anthropic because they have leaked something called Claude Myphos.

So it's basically what happened.

There was a configuration error on Anthropic's content management system, basically their

blog backend, and that made a bunch of unpublished draft posts publicly accessible.

So when a company is getting ready to have a big announcement and they want the blog post

published ahead of time and it kind of set up and ready to go, ready to post whenever

they want it, and they had about 3,000 assets that were never meant to be live.

All of those were buried in the documents and there was one of them that was a draft

blog post about a model called Claude Myphos.

So Anthropic has since confirmed that the model is real.

A spokesperson said that it represents, quote, a step change in AI performance and it

is, quote, the most capable model we've built to date.

So this isn't speculation.

Anthropic has actually acknowledged that this exists.

I think what makes this really interesting is that this was in those documents.

The leak references a new model tier called Cappy Barra.

So basically for context right now, Anthropic has Haiku, Sonnet, Opus, and those are kind

of like they're three from lowest to highest, Opus is their best model, Sonnet's kind of

medium and Haiku's their light model.

Cappy Barra is above Opus.

So it's kind of like the ultimate model.

It's even better than Opus.

And it's basically an entirely new tier.

It's larger.

It's more capable and than anything that they publicly released.

And Cappy Barra and Myphos appear to be basically the same underlying model.

So the benchmarks described in the document are huge compared to Claude Opus 4.6, which

is already, you know, one of the strongest models available.

It's basically my daily driver personally.

Myphos is apparently scoring even higher on software coding, academic reasoning, and

cyber security tasks.

The thing that I think is really important is that Anthropic's own draft blog post.

They're, you know, this is their own internal writing set that the model poses quote, unprecedented

cyber security risks.

And I think you have to sit with that for a second, right?

This is Anthropic.

This is a company that has built their entire identity around AI safety.

They have, you know, constitutional AI.

They have, you know, responsible scaling policies.

They have positioned themselves as like they go to war with the entire government basically

to make their model safe and not used for like, you know, quote, unquote, unsafe tasks

or autonomous AI, all this kind of stuff, right?

And their own documents are flagging this model as a cyber security concern.

So I think that is pretty wild, something, you know, basically how the markets are responding

to this Bitcoin dropped software stocks dipped.

I think this is, you know, pretty straightforward when you have a model that's dramatically

better at cyber security and the capability cuts both ways could be used to find and also

patch vulnerabilities.

So hackers can use it.

And of course, we can use it to counteract hackers, but it's definitely can be exploited.

So I think when the company built it, it is already waving a flag about risks and they're

like, look, we're made this amazing thing, but there's a whole bunch of really big risks

with it.

And I think people are starting to take that seriously.

I think, you know, basically what we know and what we don't know is kind of important

in this.

This was a leak.

This wasn't a product launch.

So anthropic has confirmed that they're testing my thoughts with early access customers,

but we haven't gotten any official releases.

The full benchmarks are the kind of the complete safety valuations.

So I think there's still a lot we're waiting on on, but I think that the bigger takeaway

here is, you know, what this signals for AI right now.

I mean, they said this is a quote unquote step change, not just like an incremental improvement.

They're describing a, you know, a really qualitative leap.

And I think if that is accurate, if the next generation models really is that much more

capable, then I think we do need to have a serious conversation about what it means for

deployment and like, I don't know where this all goes.

Now, I for one, am actually not a AI Doomer in the least.

I'm actually really excited for this model to come out.

I would love to use it to help build my tools and software.

So I'm overall very excited, but it is pretty wild that this model is ex that it exists.

A lot of people said that, you know, AM models had kind of hit a plateau and we're just

making new tools for them and it's hard for them to get any smarter, but it seems like

we have figured out ways to make them smarter.

And yeah, everyone, I'm pretty excited about that.

Okay, guys, that is everything that we have for AI chat today.

If this was helpful, please leave a review on the podcast.

Over on Apple, you can drop a comment on Spotify.

You can hit the about section and leave some stars.

It really helps the show out a ton and also go check out AIbox.ai if you want to access

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The link is in the description.

Thank you so much for tuning in and I will catch you in the next episode.

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