Limitless: An AI Podcast

Everyone's losing their minds over the leak of Anthropic's advanced AI model, Claude Mythos, and its cybersecurity implications. We also touch on competitors like OpenAI’s Spud and Google’s Agent Smith amid the intense race for AI innovation. 

This leak raises critical security concerns, impacting market reactions and highlighting challenges in the AI industry.

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TIMESTAMPS

0:00 AI Breakthroughs and Leaks
1:20 Claude Mythos Unveiled
3:55 Cybersecurity Concerns
6:20 Market Reactions
7:54 Predictions for AI Models
10:03 OpenAI's New Direction
13:31 Google’s Agent Smith
16:05 The AI Landscape

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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:
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Creators and Guests

Host
Ejaaz Ahamadeen
Host
Josh Kale

What is Limitless: An AI Podcast?

Exploring the frontiers of Technology and AI

Ejaaz:
Three weeks ago, rumors broke that a major AI lab had built a model more powerful,

Ejaaz:
more dangerous, and more expensive than any AI model that we had seen before.

Ejaaz:
We didn't know which model lab it would be. We didn't know what the model was called.

Ejaaz:
And then just a few days ago, Anthropic leaked a model called Claude Mythos,

Ejaaz:
which is supposedly more powerful than any model that they've ever built before,

Ejaaz:
a tier above Opus 4.6, which is what we see today.

Ejaaz:
This model is actually so good that it is considered a cyber security threat

Ejaaz:
and can't be rolled out to the public just yet.

Ejaaz:
But it's not just Anthropic that's building a model that is close to AGI like this.

Ejaaz:
OpenAI has a model codenamed Spud, Google has a model codenamed Agent Smith,

Ejaaz:
and there's many more to come this year.

Josh:
But the Anthropic leak wasn't intentional. This was discovered by accident last

Josh:
Thursday, March 26th, by a Fortune reporter who discovered that Anthropic's

Josh:
content management system had a configuration error.

Josh:
And for those who aren't familiar, the content management system,

Josh:
it's how the web server serves files.

Josh:
And within that, there is a config error that leaked nearly 3,000 unpublished

Josh:
assets sitting in this publicly searchable database.

Josh:
Anyone could find them. So two independent security researchers,

Josh:
they went through, they confirmed.

Josh:
And among these files were two blog posts of two models named Claude Mythos

Josh:
and a new tier named Capybara.

Josh:
Anthropic immediately removed access to all of

Josh:
this as soon as it came out but then later on an anthropic spokesperson

Josh:
confirmed that it represents a step change in

Josh:
ai performance and is the most capable model we've ever built so they confirmed

Josh:
what we're seeing here is real now the problem is like this image suggests on

Josh:
screen we're missing a lot of information this is a leak that something like

Josh:
this exists but we don't we're not sure exactly what what we do know is that

Josh:
there is the new model tier, Ejaz, like you mentioned, named Capybara.

Josh:
It is the new tier that sits above Opus. So now the lineup will kind of look

Josh:
like Haiku, Sonnet, Opus, and then Capybara at the top.

Josh:
It doesn't really sound quite right. Maybe that's an experimental name.

Josh:
They might find something better.

Josh:
And then Mythos is the specific model name within that tier.

Josh:
So you can think of Capybara as the weight class and Mythos as like the fighter.

Josh:
It's the specific model.

Josh:
Now, according to the leaked documents, this dramatically outperforms Claude

Josh:
Opus 4.6 on basically everything, but particularly coding, academic reasoning,

Josh:
and the cybersecurity benchmarks.

Josh:
And I think the cybersecurity one is one of the more interesting points here,

Josh:
because it's so powerful as cybersecurity that one of the main reasons why they

Josh:
can't release it is to actually prevent people from using it maliciously. Is that right?

Ejaaz:
Yeah. So actually, if we rewind to about a month and a half ago,

Ejaaz:
Anthropik's head of AI security, who's actually a legend in the industry,

Ejaaz:
gave a talk about Claude Opus 4.6, when it had just released.

Ejaaz:
And his talk described how the model was pointed at five to 10 very popular

Ejaaz:
open source code bases with no instructions given.

Ejaaz:
And what the model did was very, very interesting.

Ejaaz:
It scanned all those code bases and discovered 500 major security flaws.

Ejaaz:
Expert human AI security researchers couldn't discover in decades that they'd

Ejaaz:
been staring and using these exact code bases.

Ejaaz:
So Claude did in a couple of hours what many security researchers couldn't do.

Ejaaz:
We're talking about like millions of compute hours and time spent staring at

Ejaaz:
these code bases, testing it.

Ejaaz:
Claude, Opus 4.6 managed to figure this out. Now, this created a lot of excitement,

Ejaaz:
but also a lot of concern.

Ejaaz:
Now, because these AI security researchers had a good heart,

Ejaaz:
they weren't using this maliciously.

Ejaaz:
But if you could imagine that if this model had been placed to,

Ejaaz:
say, a malicious actor, they could have exploited these for many different reasons.

Ejaaz:
And so these exploits were surfaced and they were fixed. But the question now

Ejaaz:
becomes, what if a more powerful model was made more readily available to anyone

Ejaaz:
or an attacker, for example, a foreign adversary that could discover and exploit any future bugs?

Ejaaz:
That's the concern that's around that i have personally around

Ejaaz:
clode mythos or capybara this model is supposedly

Ejaaz:
meant to be a tier above anything that we've ever seen before apparently it

Ejaaz:
is amazing at discovering and exploiting exploits

Ejaaz:
so if it is let's say two orders of magnitude let's be conservative two orders

Ejaaz:
of magnitude better than opus 4.6 we could have a real problem on our hands

Ejaaz:
and so what anthropic has done now is they've started to slow release this secret

Ejaaz:
model mythos and capybara to cybersecurity experts first.

Ejaaz:
Why? Because they want them to figure out how they can harden their own defense

Ejaaz:
systems before they publicly release this model.

Ejaaz:
And someone, maybe a nefarious attacker might use it for unachievable gain.

Josh:
I think it's ironic that the company building what it describes as an AI with

Josh:
unprecedented cybersecurity capabilities leaked it because someone misconfigured their blog.

Josh:
Like the irony there is too strong. And you have to wonder, you have to really

Josh:
ask yourself the question, well, what if this model so smart that it's leaking

Josh:
itself if it's like poking holes to like let people secretly find it i don't know

Josh:
The one thing for sure is that, one, this model is going to be incredibly expensive

Josh:
to run currently, at least.

Josh:
That's part of the reason why we're not seeing it now. But the second is it's

Josh:
going to be unbelievably powerful.

Josh:
And the progress that we've had in the last year is going to probably look like

Josh:
nothing compared to what we're going to get for the next three quarters.

Josh:
The market also very much felt the effects of this because, oh my God,

Josh:
these stock charts look absolutely horrendous.

Ejaaz:
Yeah, CrowdStrike, which is like the major cybersecurity firm,

Ejaaz:
was down a couple billion on the news.

Ejaaz:
And Palo Alto Networks, which is another similar company that competes in this

Ejaaz:
firm, also suffered from this.

Ejaaz:
Now, these two charts that I'm looking at right now for these specific companies,

Ejaaz:
Josh, gives me a little PTSD or deja vu.

Ejaaz:
Because we were talking about this, I think, four weeks ago when Anthropic released

Ejaaz:
their security review clawed feature.

Ejaaz:
Which, you know, wasn't anything to do about Mythos, but basically helped review

Ejaaz:
the Vibe code that you produced using Claude. And so cybersecurity stocks dumped again.

Ejaaz:
This is happening seemingly on a monthly basis at this point.

Josh:
Even though these charts are down quite a bit, I'm not sure how concerned the

Josh:
market needs to be immediately because it appears as if this new model that's coming,

Josh:
this new cybersecurity specialist is really compute intensive,

Josh:
so much so that it's almost going to be impossible for them to run across all

Josh:
the accounts currently without some serious compression and iteration and figuring

Josh:
out how to run this more optimally.

Josh:
And it seems like we're starting to see those growing pains, right? It's like,

Josh:
As they're training models like this, as they're running them on their own servers,

Josh:
it's starting to affect the average user.

Josh:
I know sometimes I'll wake up and I'll feel like my opus is running a little

Josh:
bit dumber than it was the day before. And we actually have data that backs this up.

Ejaaz:
Yeah, so basically over the weekend, Clawed servers basically went down or were majorly impaired.

Ejaaz:
There were a bunch of different outages. People were reporting very,

Ejaaz:
very reduced quality in their interactions with Clawed.

Ejaaz:
And this has been kind of like a repeating trend over the last couple of weeks.

Ejaaz:
And now we might have the answer why.

Ejaaz:
Typically, major AI labs, the last public bit of information that we had was

Ejaaz:
from OpenAI's 2025 run of a major model.

Ejaaz:
They dedicated 30% of their available compute to a training run.

Ejaaz:
Now, the rumors state that for Claude Mythos, they've dedicated even more and

Ejaaz:
that's like the major architectural breakthrough that they've made.

Ejaaz:
If they've done that, that might be the reason why we aren't being able to use

Ejaaz:
the best version of Claude as consumers because they're too busy using the compute

Ejaaz:
to train the next step or tier in model.

Ejaaz:
I don't know if this is a good or bad thing, but one thing it definitely like

Ejaaz:
screams at me is like, we need a ton more compute.

Josh:
Big time. And it's amazing to think about how far we've come just in the last

Josh:
three months leading up to this moment here.

Josh:
I mean, when you think about over the winter break is when people really start

Josh:
to take vibe coding seriously.

Josh:
And since then, companies have gone from a very small percentage of code to almost 100% of code.

Josh:
I mean, this is saying 80% plus of all code deployed is written by CloudCo just for Anthropic.

Josh:
It's unbelievable we started with opus 4.5 which

Josh:
was released in november and then opus 4.6 came

Josh:
in february which took us from a 200 000 token contacts

Josh:
went into a million and now whatever this new thing is is going to really drive

Josh:
up the coding capabilities in a really big way and i think it's probably worth

Josh:
checking in on which model is going to be the strongest model which company

Josh:
has the best model through the end of june and thanks to polymarket we have

Josh:
some interesting stats on this.

Josh:
So the people are betting that Anthropic has a 66% chance of having the best

Josh:
AI model in June, which is huge.

Josh:
And that number has increased very significantly recently. If you look just

Josh:
back in February, it was Google who was the heavy favorite with a almost 80%

Josh:
chance or 70% chance of having the best model.

Josh:
That has changed recently in a big way, perhaps because of this leak.

Josh:
But I'm not sure if this is fully up to date and

Josh:
it may be missing some information because we have some news on open ai and

Josh:
google who are planning to release something really important too and thank

Josh:
you for probably for sponsoring that part of the show but let's talk about open

Josh:
ai there's a new code name spud model that's coming and this is probably going

Josh:
to be the mythos competitor so what is this looking like yeah

Ejaaz:
Um that's the issue we don't really know all of these models we don't have the

Ejaaz:
the specs we need the specs to talk about them.

Ejaaz:
There's a few trends or patterns that are happening amongst the hottest,

Ejaaz:
or should I say, top two or three AI labs.

Ejaaz:
We've got Anthropic Releasing Mythos, which is their AGI or pre-AGI model,

Ejaaz:
a massive, massive leap ahead.

Ejaaz:
OpenAI is working on the same thing. They've been secretively working on a larger model.

Ejaaz:
This has gone through a few different names. If you remember,

Ejaaz:
Josh, by the end of the year, I think it was referred to as codename Sprout.

Ejaaz:
And now it's referred to as Spud. So I don't know if that implies that it's

Ejaaz:
grown massively since then.

Ejaaz:
It's growing. But these models are supposedly meant to be anywhere between 10

Ejaaz:
to 20 trillion parameter models.

Ejaaz:
Now, for context, the largest models that we currently look at right now is

Ejaaz:
between one to two trillion.

Ejaaz:
So this is a major order of magnitude larger model.

Ejaaz:
They're going to be compute intensive. They're going to be very expensive to serve.

Ejaaz:
So we need to figure out how to scale AI infrastructure and a bunch of other things.

Ejaaz:
But OpenAI's model is codenamed Spud, and it's meant to be the competitor to

Ejaaz:
Mythos. People are anticipating that it might be something like GPT 5.5 or rather GPT 6.

Ejaaz:
So again, a tier above what we see today. It's going to be advanced in coding,

Ejaaz:
reasoning, and a lot of the things Anthropics is as well.

Ejaaz:
When I look at this, Josh, personally to me, this seems to be,

Ejaaz:
one, a massive bid to try and leapfrog each other.

Ejaaz:
And number two, maybe try and juice their numbers ahead of a potential IPA.

Ejaaz:
I don't know whether your reaction to this is the same, but that's like my gut

Ejaaz:
reaction when I read news like this.

Josh:
Yeah, it's probably both. They want to juice up things before the IPO,

Josh:
but they also just want to win.

Josh:
And I have some pretty strong speculations just based on vibes of what this is going to look like.

Josh:
I think we've been seeing this recent convergence around OpenAI,

Josh:
particularly on focus and on really dialing in what they're focused on.

Josh:
And we saw a big move last week when they removed Sora. They totally destroyed Sora.

Josh:
They moved a lot of the teams together. They made their chief of product,

Josh:
um the chief of like agi release and it appears as if they're building a mega

Josh:
app based on the rumors so

Josh:
Part of the reason why I have a difficult time using OpenAI's products is there's

Josh:
kind of spread out everywhere.

Josh:
There's like the Sora app was one, there's Codex, then there's their browser,

Josh:
then there's ChatGPT, and there's a lot of different software.

Josh:
And the same is true with their models, or it was at least, where there was

Josh:
GPT 5.3 Codex, and there was 5.3 High, Mid, Low.

Josh:
There's all these different models that really complicate things and confuse things.

Josh:
With 5.4, they made a singular model. Now 5.4 does your coding and it does the reasoning all in one.

Josh:
And what I suspect with this new model, Codename Spud, is going to be the kind

Josh:
of pinnacle of this focus, where I'm hoping they release this with their new

Josh:
application, with a singular model.

Josh:
So there's one model that is all-knowing. There's one application,

Josh:
similar to what Anthropic does with the Cloud Desktop app, that has all of the

Josh:
functionality under one roof.

Josh:
And I think they're going to probably use this as a point to really...

Josh:
Lean into that focus instead of distributing this across a lot of different areas.

Josh:
And I'm hopeful that that will meaningfully change OpenAI more so than it'll

Josh:
change Anthropik because it actually changes the way that users interface with

Josh:
the product and it becomes a much better product.

Ejaaz:
Yeah, I think for the majority of last year, I was pretty upset with the way

Ejaaz:
that SAM and OpenAI were focusing on so many different things.

Ejaaz:
I was just like, just focus on creating a really good model.

Ejaaz:
You're being left behind in coding, Anthropik's eating your lunch, like figure this out.

Ejaaz:
And then since their code read of like, what was it, November last year,

Ejaaz:
they've been like reallocating compute, money, data, and all their resources

Ejaaz:
to focus on building the best general model and the best coding model.

Ejaaz:
So we're starting to see the fruits of that labor.

Ejaaz:
I have a lot of faith now in OpenAI that they're going to produce a really good

Ejaaz:
product that will compete with the likes of Anthropic, which have been eating their lunch.

Ejaaz:
When I look at like the last week, it seems like it's pretty negative for OpenAI.

Ejaaz:
You mentioned that they killed Sora.

Ejaaz:
They also killed the $1 billion deal that they had signed with Disney.

Ejaaz:
And they also shut down ChatGPT adult mode and a bunch of like consumer shopping

Ejaaz:
apps and their like app marketplace as well.

Ejaaz:
They're just focused on these few things right now.

Ejaaz:
But then the other thing is Sam is also kind of defaulting on a few of the major

Ejaaz:
GPU and data center deals, right?

Ejaaz:
So we had the OpenAI and Oracle Abilene deal fall through where they couldn't

Ejaaz:
finance it for a variety of different reasons.

Ejaaz:
Then the other thing is they're defaulting on purchasing up to 40% of the world's

Ejaaz:
memory supply because they haven't figured out their finances right now.

Ejaaz:
So I think that OpenAI is going through kind of like a puberty period where

Ejaaz:
they're figuring their stuff out and where to reallocate resources.

Ejaaz:
But I think they're going to pull through.

Josh:
And it also seems like this is indeed a serious breakthrough.

Josh:
I mean, Sam, in an internal memo that got leaked out to employees,

Josh:
he said things are moving faster than many of us expected.

Josh:
And he called it a very strong model that can really accelerate the economy.

Josh:
That seems like pretty large claims to make internally with employees who are

Josh:
also kind of in the know and aware of what's going on.

Josh:
And I just think that a lot of us who are sitting outside these labs are not

Josh:
entirely wrapping our head around how much progress is actually about to hit

Josh:
us over the next couple of months with these new model releases.

Josh:
It seems like they're step function improvements.

Josh:
And one of the employees from OpenAI actually hinted that Spud contains a capability

Josh:
that is very different from what we've seen before. So while there aren't specifics,

Josh:
there are clearly a lot of these huge novel breakthroughs incoming,

Josh:
which is worth looking out for.

Josh:
There's one final model release, model leak that we have from Google,

Josh:
who has been doing well, kind of chugging along slowly in the background.

Josh:
And this is called Agent Smith.

Josh:
It's a secret AI tool. Do you have any information on this one, EJS?

Ejaaz:
Yeah, so there was like a leaked report from an insider at Google.

Ejaaz:
Apparently, Google employees are using a new internal tool called AgentSmith

Ejaaz:
that can automate tasks such as coding, according to three people that were familiar with it.

Ejaaz:
The way that this product is supposed to work is within their Vibe coding platform

Ejaaz:
called Antigravity, which exists today but hasn't really had a major upgrade

Ejaaz:
for, let's say, a couple months now, which is like an eternity in the AI world.

Ejaaz:
So they're releasing a new AI model called Agent Smith that is supposed to take

Ejaaz:
a multi-agent approach and use an upgraded version of Gemini 3.1.

Ejaaz:
So it's probably not going to be 3.1. It might be 3.5 or maybe even 4.

Ejaaz:
Again, another order of magnitude leap up. So what we're seeing here is Google

Ejaaz:
working on an AI coding model competitor to try and catch up to Anthropic and

Ejaaz:
the likes of OpenAI's codecs.

Ejaaz:
You've got OpenAI trying to reallocate resources and focus on building the best

Ejaaz:
general model and catch up with Anthropic, which they have at coding.

Ejaaz:
Then you have Anthropic trying to keep these two at bay and make the next order

Ejaaz:
of magnitude up spending all their compute but coming at the expense of serving

Ejaaz:
their existing users which they're adding like a million a day reporting you know

Ejaaz:
Claude servers being down and reduced quality of usage. So this is a very,

Ejaaz:
I can like feel the tension in the air between these three companies right now.

Ejaaz:
I don't know what Mets is doing.

Ejaaz:
I don't know where Grok is. I'm rooting for them. I hope they catch up.

Ejaaz:
But it seems to be these three major competitors right now that are in the running for winning this race.

Josh:
They're firing. I mean, in the last 90 days, since we started this year to now,

Josh:
we went from 200,000 context windows to a million.

Josh:
We went from these coding assistants to compiler writing

Josh:
agents who are completely capable of writing a very small amount

Josh:
now over a quarter of google's production software and 80 plus

Josh:
of anthropic software everything we learned this week the frontier is

Josh:
going to keep moving faster and faster so we're in

Josh:
for a crazy q2 q3 q4 just a

Josh:
crazy 2026 and as all these things happen as these

Josh:
ipos start to happen and they get even more fundraising to deploy

Josh:
these ai data centers at scale things are really going

Josh:
to get weird in a hurry but we will be here to cover it as always um if you

Josh:
enjoyed this episode please don't forget share it with your friends uh like

Josh:
it on youtube don't forget to subscribe if you listen on a podcast player like

Josh:
spotify or rss you could rate us five stars there it's always really appreciated

Josh:
you just any final notes before we sign off for the day we've

Ejaaz:
Been absolutely killing it on our side uh loads of new subscribers loads of

Ejaaz:
new listeners thank you guys so much for for joining us um and yeah i have a

Ejaaz:
request because we always like to give out homework at the end of the episode

Ejaaz:
um if you're listening to this and you are a insider at anthropic open air or

Ejaaz:
google and you are willing to give an anonymous tip to our accounts,

Ejaaz:
please spin up an Anon account on x slash Twitter and DM us.

Ejaaz:
I would love to hear from you.

Josh:
That'd be great. Well, yeah, thank you guys for watching. We'll see you in the next one.