Tim and Paul dissect the real story behind Anthropic's locked-down Claude Mythos and OpenAI's public GPT-5.5 release, hint: it's about compute, not danger. They expose the coming end of AI's VC-subsidized era, where users burn $8 in compute for every $1 subscription, and why investors betting on AGI magic are ignoring what developers see daily: useful tools that still hit a hard ceiling. Tune in for a reality check on the gap between the sizzle reel and the merge conflict.