Anthropic

…And that's where the developers at Anthropic got scared and said, we've got to do something that protects the cybersecurity capabilities in this new development.…

…You've got OpenAI with chatgpt, you've got Anthropic with Claude, you've got Google with Gemini, who the hell knows what Apple's gonna do.…

…The anthropic is signed last year, $1.4 trillion worth of deals with invidious and all these different companies.…

…I think that a lot of our listener base are familiar with Cloudflare and Anthropic.…

…Those companies have to train, they have to spend money on GPUs, they have to spend money with cloud providers and to go to the scale of an anthropic or OpenAI, that's the kind of money you need.…

…Getting excited and being mentioned in LLMs and Claude, Anthropic, Gemini, etc.…

…Is it about Mythos Preview, the new model from Anthropic they judge too dangerous on cybersecurity grounds to release?…

…I met the Anthropic team when they first left OpenAI.…

…Um, and then a very high growth business is their compute and data center business which they've signed recent deals with Anthropic and Google that are massive in size.…

…peaker A: Anthropic trading above a trillion dollars.…

…You've heard anything about Anthropic and Claude.…

…That's why Anthropic list their compliance API, others have some kind of versions.…

…We saw recently, earlier this week, a settlement between Anthropic and a group of authors.…

…them access to tooling, like pony up, right? If everybody's doing AI everything, buy an enterprise license, get a segmented network, not network, but get a segmented tenant within, you know, your anthropics or your Open AI, so like they can fire their data in there, and it's not getting trained on the main public model, and you know, just obviously increased detections around manipulation and malicious activities and…

…There are two, two, two things interesting, um- Sun is like OpenAI and Anthropic today [00:03:45] Paul: Exactly [00:03:46] Roman: Everything what they did was unbelievable.…

…Four main stories Anthropics Claude for Small Business Launch, SAP Picking Claude as the reasoning brain inside the new SAP business AI platform at Sapphire, Google rewiring Android around Gemini Intelligence at the Android Show, and Anderl's $5…

…Here's today's question, what can we actually learn from the recent anthropic code leak?…

…Anthropic engineers on average have eight times as much code per quarter as they did compared to 2025.…

…It must be this most recent turnout in 12 months were from three companies writing up their investments in things like Anthropic and whatever.…

…Would you be willing to, you know, get on that flight and do that? You know, I think certainly part of the founding origin of Anthropic is also this belief like, hey, we need to be the team that, like, gets, you know, as we get to the precipice of AGI, we're the ones figuring this out.…

…I think it was Anthropic, you who creates Claude and Claude Code and exactly that.…

…⁓ is not-for-profit pricing through Anthropic and et cetera, et cetera.…

…And when I say infrastructure companies, I mean, you know, an OpenAI or an Anthropic or some of the other ones, in particular the backend components, energy chips, hosting.…

…We've had SpaceX, then Anthropic seems to be going next, and then OpenAI Mhmm.…

…I see a lot of LinkedIn posts the last weeks, especially due to the motion from Anthropic, right?…

…Because at the end of the day, OpenAI, Anthropic, Nostral are training very sort of uniform horizontal generalized based models that aren't gonna be very good at specific tasks.…

…Another thing, though, is very interesting is that the stakes in these still private AI companies anthropic OpenAI, but also other companies you haven't heard of.…

…and the subject of today is Anthropic's new model, Mythos.…

…I see this, right? The stuff that Anthropic talked about at the end of last year with the autonomous attacks, it was meant very similar to the Glasswing mythos stuff, very mixed bag.…

…Anthropic has been really incredible about this - they've open-sourced a lot of their major innovations and made them open standards.…

…Um, yeah, uh, right, um, and that, you know, I'll paint kind of like the night nightmare scenario for the frontier model providers, right? Which is the OpenAI's and Anthropics of the world.…

…That is, that is fundable just from the perspective of that's a feature release from Anthropic or OpenAI before suddenly you have to do a massive pivot.…

…The question is ad anthropic and open AI onto that and there's not enough capacity on that.…

…So we live in a world where Obviously companies like OpenAI Anthropic have grown tremendously Fast, you know, they're heading for trillion dollar type IPOs.…

…I think OpenAI is sort of, um, they see Anthropic as their main competitor, obviously, like Dario and [chuckles] Sam Altman hate each other.…

…Yeah, but like a lot of these companies, I think Anthropic now has an office here in Bangalore.…

…Anthropic is overtaking OpenAI and revenues in, uh, a very short time frame.…

…So you know, a lot of the big players, Anthropic OpenAI are sort of copying Palantir's playbook, which is forward deployed, um, engineers which are, you know, knee deep into various industries and learning the problems from the inside out, uh, that AI can help with…

…In other words, basically all that happened here was all these companies were spending and growing pretty aggressively in terms of their spend with probably anthropic and OpenAI.…

…Right, we have the anthropic IPO, apparently in the near to medium term.…

…To date all the AI winners that we've seen, the early AI winners, if you will appear to be inherently horizontal, when companies like Open AI or anthropic release systems such as Claude or Chat GPT, um, or even new model capabilities like Claude work, the impact is immediate, but it's also across multiple software categories, customer support.…

…Like if you look at Anthropic's Public Benefit Corp statement, it's like to create safe and beneficial AI for the benefit of all humanity.…

…But anybody who's heard me talk on this podcast before has heard I'm a huge fan of Anthropic.…

…Um, I think these three companies alone, SpaceX, OpenAI and Anthropic themselves can change the DPI story that is constantly the issue, um, or the challenge that LPs talk about when discussing venture.…

…The US Government has agreed that Anthropic can, uh, start shipping, uh, you know, Mythos, uh, Fable, actually, for general availability.…

…But looks like OpenAI and Anthropic have also filed and are going to try and go out this year.…

…And then with the anthropic battles over the use of anthropic in Iran, even more so with Mythos' introduction a few weeks ago, it actually didn't come to you and I, but it was to me, but it was laid out what was happening with it.…

…Now the whole AI native, uh, sdlc, the closest I've seen to a company who is big and successful and making a lot of money and employing, you know, like hundreds or thousands of engineers is anthropic.…

…Um, the issue is as companies like, let's say anthropic.…

…Right? Because we're all, we're all engrossed with using their platforms, whether it's Anthropic or OpenAI or X or what have you.…

…And at the end of last week, uh, uh, Anthropic decided, hey, here's Opus 5.…

…And and while the first couple of years were mostly consumer driven, ChatGPT becoming the fastest growing product in history, Anthropic becoming the fastest growing company in history, soon to be a multi trillion dollar IPO in the next couple of weeks, NVIDIA becoming the most valuable company.…

…Anthropic doesn't have titles like you're all the same.…

…And so, whether it's, you know, obviously MA is one aspect, but even now, as we think about partnering with these, you know, wildly ambitious AI companies, whether it's OpenAI or anthropic or cursor, we're always searching for ground truth.…

…You should be using AI and make a cage match of anthropics, Claude fighting, you know, Sam's OpenAI ChatGPT and see which one, you know, you're happier with.…

…So, for example, you know, with our AI program, it's not me, it's actually a researcher in anthropic who is very tuned into, you know, who are some of the people that she respects in the field that she thinks we're doing really interesting work.…

…Luna: Right, Sonnet 5 is supposed to be Anthropic's cheaper agent-friendly model.…

…Um, I'm sure many of you guys watching are familiar with what cloud code is, but if you're not, uh, there's a company, Anthropic, they're a competitor to OpenAI or ChatGPT product.…

…We just think it's important to have a great working relationship and partnership with anthropic but also the ability to exercise some flexibility should we need it.…

…So we've got every anthropic tool, all the OpenAI tools.…

…Um, and there are, I think there are a lot of big companies that have big revenues and big customer bases that are in real trouble based on how OpenAI and Anthropic are executing and performing.…

…SpaceX, Anthropic and OpenAI are in the news again.…

…Um, and for anybody listening, if you haven't done some discovery on Claude and Anthropic, I highly recommend just, just understanding what they're doing, especially in the HR space.…

…And now the copying has become a full-blown trend because, if I remember correctly, OpenAI and Anthropic both stood up their own forward-deployed engineering ventures recently, which makes Amazon the third major AI player to jump into this embedded engineer game in short order.…

…So Marvin Minsky, who's kind of the uh, one of the godfathers of information theory, Claude Shannon, which anthropic named Claude after, was there and John McCarthy.…

…Um, the moats and Anthropic with cloud code.…

…Isn't it as a startup? I mean, your cost between the cloud costs to AWS and Azure where you're hosting or Wherever plus the anthropic cost.…

…Uh, just making it more obvious, you know, no need to behave as a, uh, anthropic has, it's, its leadership is looking for PR Q dos to build on the anti open AI sentiment.…

…And I know that, you know the McKinsey's and whoever says um, or Claude Anthropic, they say you need to create systems of agents that kind of prompt themselves and of course that's any, any marketers, a wet dream is to actually go, what a sound bite.…

…Philanthropic just released their latest model four six, I think it was last week, and in doing so, they also published a post about building a compiler, which is a fairly sophisticated piece of software entirely autonomously with a…

…Uh, okay, look, we're not going to go back over the whole anthropic fable thing because there's nothing new in the last two days.…

…peaker B: Specifically I'm thinking about Opus 4.5 which came out from Anthropic.…

…And so Anthropic had a really exciting announcement recently that they, they managed to decrease the rate at which Claude will choose to blackmail users.…

…On one side, you have the foundation model giants - OpenAI, Google, Anthropic - spending billions on training ever-larger models.…

…If you look at the token pricing from the major model providers - OpenAI, Anthropic, Google - the per million token price for their smallest models has dropped from around 20 cents at the start of 2025 to under a dime today.…

…In late 2025, all the hype was around the model companies themselves - Anthropic, OpenAI, Mistral.…

…Anthropic published numbers showing it has overtaken OpenAI in US business spend.…

…Apple's WWDC on June 8th, Anthropic's procurement and acquisition activity over the weekend, and YouTube's brandcast announcements which set the upfront agenda.…

…He might have been careful with his words, but OpenAI and Anthropic did sign a petition that does reflect what he did talk about.…

…The other side is anthropic and AI are throwing billions of dollars of building consulting firms to drive humans into companies to make AI work.…

…Is OpenAI, SpaceX, Anduril, Anthropic.…

…This collision of the Trump administration and Anthropic.…

…So anthropics been really busy.…

…Right? What if we got partnerships with major pharma and rather than Novartis doing a deal with Anthropic and Novo doing a deal with OpenAI, maybe there's a shared data platform where we still maintain competitive factors, but perhaps for rare disease you're pooling data because it's so hard to find patients in those…

…Uh, my guest today is Jess, product lead at Anthropic for Cloud Managed agents.…

…This model, called forward-deployed engineering, was pioneered by Palantir and used by OpenAI and Anthropic to accelerate time to value of AI capabilities.…

…And I think, uh, I think what we see as the opportunities you have, all the sort of anthropics, OpenAI, Google and the giants that are building the frontier model are racing against each other to get first to AGI and who becomes Darth Vader first.…

…That's a share of capital that went to just three companies, OpenAI, Anthropic and Waymo.…

…When I say companies, I'm talking about the big ones like you know, Google or Anthropic or OpenAI.…

…AI Insiders writes: Mirendil a startup founded by veterans of Anthropic has raised $200 million in seed funding to build and distribute AI systems designed to accelerate scientific research.…

…more tokens But it is a clear cut showing you how we're shifting away from the text chat era to the agentic era in a very clear timeline that is in the immediate future From a different company, Anthropic just launched Claude Tag this week.…

…They're following what OpenAI and Anthropic both have, you know, made partnerships with different organizations.…

…For example, we mostly work currently with solutions from Anthropic.…

…⁓ has approached dealings with the government ⁓ compared to Anthropic, the owner of Claude.…

…Now, more recently with models like anthropics, Claude Opus 4.5 on, and OpenAI's GPT 5.2, the line took a sharp upward turn.…

…Um, we have our deepest uses with Claude and Anthropic and Claude is the large language model that is the engine underneath Alex.…

…Anthropics four point model.…

…And what happened this week is Anthropic released a paper.…

…Obviously they're following Anthropic.…

…There's the companies that haven't gone public yet, like Anthropic and OpenAI.…

…peaker C: So you know all the stuff in the press at the moment around anthropic and you know, these new models that are coming out that could threaten existence.…

…But if you look at what OpenAI like as recently as what they did over the last week or two in Anthropic, where they're now partnering with banks and private equity firms to push engineers to the edge.…

…You know, we were talking before we started like Anthropic is literally releasing something every three days or whatever it is and you come to a call and the customer expects you to support that.…

…So keep it within the zone of competence and let all those wonderful companies like OpenAI, like Anthropic, like DeepSeq, continue to expand the scope of where all these reasoning, thinking models are really, really good at.…

…The megafund closes are real: Menlo's $3 billion fund the largest in its 50-year history largely on the back of its Anthropic stake now valued around $14 billion.…

…peaker B: I mean, is it not already, like, Fable is not available to the world because somebody in the Trump administration said Something to Anthropic.…

…So essentially just so people understand AI models like anthropic, OpenAI, they are built, they are general AI, they're trained on a huge data set, and they have a very specific purpose, which is to do a lot of things, even though they might be better in some aspects and others, but…

…Benham and Harsh were most recently research scientists at Anthropic.…

…peaker D: Are you, are you using anthropic or OpenAI to power?…

…And having OpenAI and anthropic speaking on stage is just.…

…For context, Olah is the co-founder of Anthropic, one of the most valuable AI companies on the planet, with some value around $900 billion, and, uh, a couple of days ago, he he walked into the Synod Hall in the Vatican to release, together with Pope Leo XIV, the first…

…And then obviously if you want to drop in the, you know, your Anthropic API key and connect to Opus 4.8, the Frontier model at, at Anthropic's API endpoint and go for it.…

…One was Amazon doubling down on its collaboration with Anthropic with an additional 5 billion investment.…

…So I love the content that, um, the people from Anthropic, product people from Anthropic, um, have because it's both learning from the source and not, like, secondhand, uh, and also to see how they use it.…

…Anthropic had taken over, you know, Cowork was being used by a lot of uh, the business folks and Claude Code had taken over and now, you know, with releases it might be slightly different.…

…Mythos mythos model from Anthropic has been in the news, or I guess the supposed mythos model that Anthropic has and is somewhere and not seen by people yet is in the news, I should say.…

…There's a ton of capital going to be flowing into like names like SpaceX and Ah anthropic and OpenAI.…

…Claude Design launched in April, and the day it dropped, Figma's stock dropped about 7%, and three days before that, Anthropics'chief product officer, who was on the Figma board, quietly left.…

…So yeah, uh, there's no going to be, you know, anthropic release one.…

…The the guest, mentioned that, hey, when Anthropic kind of drops one of these white papers or research topics or blog posts, often that's a window into something that's that's significant and something to pay attention to and and review in detail.…

…We partner of course with OpenAI and Anthropic.…

…It will help customers choose the best mix of models, whether they come from Microsoft, OpenAI, Anthropic, Google, or the open source community.…

…Which of the mega IPOs this year will perform the best? SpaceX came in at 23%, open AI 14% and Anthropic the winner at 63, which we cannot.…

…But I think the challenge we've got at the moment is ChatGPT or OpenAI have and what we've got coming that is in testing at the moment is Copilot Cowork alongside Anthropic.…

…This week on Shared Security, the US government has ordered Anthropic to suspend access to two of its newest frontier AI models, Fable five and Mythos five, citing national security concerns and a possible jailbreak.…

…It's not just about figuring out where we can use ChatGPT or OpenAI's models or, uh, anthropics models or who have you.…

…So like, even my wife and I were talking, you know, and we were talking about one of the big players in AI right now, like ChatGPT, Anthropic Perplexity, all those things.…

…think it was mostly, you know, a lot of friends I worked with jumped over to Anthropic.…

…And, you know, we're talking about companies like Anthropic and Scale, AI and Sandbox, AQ and Groq.…

…Anthropic, maker of Claude, is just eating everybody's lunch at the moment.…

…First, we will dive into Anthropic's Fable 5 and Mythos 5 and the whole damn saga that happened there.…

…You know, we've seen the CEO of Anthropic, uh, Dario Amade, who is the doomer in this scenario.…

…So as many of your listeners may be aware, there's currently a court case in New, uh, York where OpenAI and Claude or Anthropic and another, another couple of companies as well.…

…Anthropic has officially launched Clawed Fable V, the first publicly available model from its highly anticipated Mythos family.…

…In this case, Anthropic, OpenAI, whatever.…

…But the first thing that happens to them is, um, OpenAI looks at something, or anthropic looks at something and said, hey, that's pretty neat, let's build it into our model ourselves.…

…What would you say, Jerry? Jerry: Well As you mentioned, it's going a little bit too fast in my opinion and in the opinion of all the big leaders, the CEOs of all the tech companies from OpenAI to Anthropic Google, Gemini or DeepMind, ⁓ Dario from Anthropic and Demis Asabi from Google DeepMind.…

…Anthropic is fighting with the US Government again.…

…in particular the large language models, anthropic and open AI, but also, it's relevant to Microsoft and Copilot.…

…It's interesting how the timing is going with that because Anthropic is actually asking for regulatory capture as a way to both protect us and protect itself.…

…Including Fable and subscriptions would be fantastic, and I hope it's true insofar as Anthropic generates good PR with it.…

…But, you know, while OpenAI has taken control of their hardware constraints, their biggest rival, Anthropic, is battling a very different constraint.…

…Because Claude is literally a company or anthropic, I should say is literally a company made up of ex OpenAI employees.…

…While the US government and Anthropic continued trying to make up and be friends again, the rest of the AI world didn't stop.…

…But my, I would say my opinion is that I am skeptical that AI in its current form meaning if we just keep releasing a new ChatGPT model every year, if we just keep releasing like another anthropic or another, you know, oh, we have this Fable five now and all this stuff, right.…

…Huge contract with Anthropic.…

…So it's the growth really that's been pumped into the entire ecosystem by Nvidia, Anthropic, pushing the boundaries and pushing into bigger and bigger investments.…

…Before that in the headlines, an anthropic customer has sued the US over losing Fable.…

…few days were a nightmare, if I'm honest, for um the community because the original name had to change, they've they changed the name a few times, and in between those name changes, mainly because Anthropic weren't happy with it being called ClaudeBot to start off with.…

…We've got a new model, people, and it's from Anthropic.…

…There's been a lot of stuff about Anthropic and Claude in the news recently.…

…82 00:04:20,160 - > 00:04:24,959 And then we also have uh Anthropic and Open AI as well in 83 00:04:24,959 - > 00:04:25,439 the works.…

…The results, drawn from Mozilla's published account of working with Anthropic and from Cisco's internal threat modeling, suggest that software security is entering a fundamentally new phase - one that is disorienting in the short term but potentially decisive for defenders in the long run.…

…I do like Anthropic's at least stated commitment to safety.…

…So do you want to dive into the OpenAI foundation and what they've released and then we'll touch a little bit on what Anthropic's doing through their, uh, through their nonprofit core program.…

…Matt (23:30.763) You know, like there is an anthropic console.…

…Anthropic accuses Alibaba of harvesting its Claude model, and Alphabet sheds hundreds of billions as the cost of the AI race rattles investors.…

…Something that changed this week, which is, um, anthropic, releasing the latest model, Fable, which is their most powerful model.…

…And we also have Anthropic, which is accusing Alibaba of a, uh, $28 million query distillation attack on Claude.…

…And I think what we're seeing emerging is that Claude code, Anthropic, which is sort of always been the baby brother of OpenAI, has really focused hard on B2B enterprise applications.…

…Exactly, which is why Anthropic didn't release it publicly.…

…Anthropic was crazy smart about this whole thing because they saw people flocking to this because it was this kind of truly first agentic woodwork 24-7 AI partner and started in a hurry building the stuff into Claude.…

…Anthropic has just shipped Claude Tag.…

…In the bottom we have a mix of all the latest and greatest, um, large language models from OpenAI, from Google, from Anthropic, from Everybody Grok.…

…recommending nor promoting any native AI technology, but what I will share with you is what the street thinks of native AI technology and some of these names you're probably familiar with, such as Anthropics.…

…Google, Anthropic vs.…

…By bringing open AI models into Bedrock, Amazon is effectively saying you don't have to choose, you can run OpenAI, Anthropic, Meta, and any others all in one place using a single platform, and that's powerful.…

…So Fable 5 is a brand new model from Anthropic.…

…model that was recently launched and then locked away by Anthropic.…

…The company is Anthropic.…

…peaker A: Over at Anthropic, the lab behind the clog models, they just caught Alibaba running the largest known distillation attack in AI history.…

…Anthropic's Claude Fable 5 is back along with Mythos 5.…

…AI-Powered Cyber Attacks: What Anthropic's Latest Report Tells Us Primary Navigation Podcasts Club Blog Subscribe Sponsors More… Tech AI-Powered Cyber Attacks: What Anthropic's Latest Report Tells Us Jun 10th 2026 AI-generated, human-reviewed.…

…OpenAI and Anthropic were out and about at Cannes this year.…

…Anthropic pivots toward enterprise AI solutions as Microsoft envisions Collaborative Digital Chief of Staff future Acting Comptroller Hood condemns repugnant debanking practices and Capital One Discover merger faces scrutiny…

…Models from Anthropic came and then they went.…

…And what you're going to see is there's some that I've added in here like medic data, journalism, notion, researcher documentation, and then there's a lot that are pre built by Anthropic.…

…And then if you follow all the drama with the Claude code and and all the different well, just Claude in general, anthropic.…

…if you, if you have heard about this news around that there is a Palantire Palantire company which serves quite a lot of um, defense organizations in USA and instead of using OpenAI they switched to anthropic I think last six, seven months back.…

…Meaning that anthropic themselves would have a weird scenario in which lead engineers couldn't be building the very product they're trying to hide.…

…And the interesting thing, and this is what really started to get me, is like how Anthropic, which is the creator of CLAUDE in cloud code, actually uses this.…

…OpenAI, Google, Anthropic, and so on.…

…Anthropic's Claude Fable 5 is back along with Mythos 5.…

…The US government created conditions where Anthropic decided to shut down its latest AI model fable five days after releasing it.…

…there's you know, you have open AI, you have ⁓ anthropic, you have perplexity, you have you have Google, you have like a a handful of companies that are controlling all these things, and you and I we're just renting from them, right?…

…There is an article by the CEO of Anthropic which is the creator of Claude.…

…And as we speak, as I'm recording this on Wednesday, July 1st, uh Anthropic announced that they are gonna be releasing Fable V to the market again at some point today.…

…So wrote Dario Amadei, co founder of Anthropic, in an essay at the beginning of 2026.…

…say, a lot of times when there's so many things going on, you got to focus on what you can control, right? So if I think about this, like, I have no way of controlling when, for example, now that Anthropics Fable and Mythos Security, LLMs have some certain band to them and they're prevented.…

…So anthropic sit there going, what is that?…

…Anthropic has said this is because it is an agent first model.…

…Um, Anthropic has raised another round at, uh, only $900 billion valuation.…

…Look at the growth of anthropic.…

…Then there’s Claude, by a company called Anthropic; and Gemini from Google.…

…But one bad day because, you know, I don't know, anthropic sneezed or you know, something or like what we're talking about Iran bombs, um, something.…