Limitless: An AI Podcast

Big Week in AI. We discuss Anthropic's Opus 4.7, its most advanced AI model, which surpasses GPT 5.4 but is overshadowed by the upcoming Claude Mythos. We cover Allbirds' surprising stock surge after pivoting to GPU provision, and highlight trader Leopold Aschenbrenner's $2.5 billion gains in AI investments.

We also touch on Microsoft's partnership with Anthropic and U.S. national security concerns regarding AI. Finally, we introduce an innovative gene control device, reflecting on the rapid advancements in technology.

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TIMESTAMPS

0:00 Opus 4.7 Release Review
13:02 Microsoft and Claude Integration
14:39 Allbirds' AI Pivot
16:39 Leopold Update
19:57 Jensen Huang Plays Defense
25:23 Spacex Engineers Spinning Out
29:29 Closing Thoughts

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Creators and Guests

Host
Ejaaz Ahamadeen
Host
Josh Kale

What is Limitless: An AI Podcast?

Exploring the frontiers of Technology and AI

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.