Last year I wrote a Substack piece arguing that salaries would eventually get repriced to the cost of compute. Tonight, Anthropic dropped a new model called Mythos to a locked list of partners — and the receipts they published are the cleanest proof of that thesis I could have asked for. In this episode: what Mythos actually is, why Anthropic is keeping it on a leash, why elite security work just got repriced overnight, and why the gap between AI capability and AI adoption is now the single biggest alpha in the market.

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