Andrew and Justin discuss the Hugging Face breach, which saw an unreleased OpenAI model find its way into the company's systems during internal testing. They also discuss the launch of Opus 5, the ongoing progress made by Chinese models, and the crunch for compute as 10GW data center plans start to make some motion. Plus, a tribute to the late John C. Dvorak.

The Attention Mechanism is now available in video! Check it out here.

Chapters

00:00 - Intro

01:23 - Hugging Face

15:45 - Chinese Models

26:01 - Opus 5

36:11 - 10GW Data Centers

52:29 - RIP John C. Dvorak

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Andrew and Justin discuss what's turned out to be a busy July for frontier models, including the launch of Kimi K3, the latest in Anthropic's Fable saga, and the arrival of GPT-5.6. They also dive into Anthropic's strange World Cup ad campaign and OpenAI's relaunched desktop app.

You can watch a video version of this podcast here: https://youtu.be/bTUfneEBn14

Chapters

00:00:00 - Intro

00:01:11 - Kimi and Chinese Models

00:08:26 - Google's Position

00:21:47 - Anthropic's Fable Saga

00:32:31 - Anthropic's World Cup Ad Campaign

00:40:09 - GPT-5.6

00:50:10 - Sites, Speech, and Desktop

00:57:42 - Wrap-up

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Andrew and Justin discuss the return of Fable, which arrives with some slight performance changes after a prolonged fight between Anthropic and the US government. What's the future of Anthropic's flagship model, and does it point to the arrival of GPT-5.6 in the coming days? They also discuss GLM-2, Chinese models, and the age of token efficiency, plus a quick look at that Alex Karp interview blowing up your timeline.

The Attention Mechanism is now available in video! Check it out here.

Chapters

00:00 - Intro

01:35 - Fable's Return

21:33 - GPT-5.6

30:57 - Chinese Models

46:59 - Alex Karp's CNBC Interview

53:00 - Wrap-up

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Andrew and Justin take a look at the continuing fallout of Anthropic's fight with the government, including the delayed general availability of OpenAI's GPT-5.6. Plus, is China catching up with the US in terms of model performance, agentic apps continue to make their way to mobile devices, and is Apple's recent RAM-related price hike a permanent blemish on the end of Tim Cook's career?

Chapters

00:00:00 - Intro

00:01:02 - Anthropic Fallout Continues

00:14:45 - China's Window?

00:30:22 - Anthropic and OpenAI Timeline Predictions

00:31:53 - GPT-5.6

00:38:22 - 5.6 on Cerberus

00:44:58 - Mobile Agents

00:52:23 - Apple's Price Hikes

01:00:31 - Wrap-up

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Andrew and Justin zoom in on the continued fallout surrounding Anthropic following the government's decision to issue an export-control directive on its Mythos-based models. Now that it's been over a week, what are the next steps for Dario Amodei's company? They also discuss the pending launch of GPT-5.6 and the ongoing AI brain drain currently happening in the offices of Google.

Chapters

00:00:00 - Intro

00:01:42 - Anthropic

00:23:02 - GPT-5.6

00:42:48 - Google Brain Drain

01:03:29 - Wrap-up

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Andrew and Justin dive into the ongoing drama surrounding Anthropic and the US government, as an emergency export control directive forced the AI giant to suspend access to both Mythos 5 and Fable 5.

Chapters

00:00:00 - Intro

00:02:08 - Anthropic

00:27:48 - Fable 5, ChatGPT 5.6, and Model Performance

00:44:58 - Meta and the AI Window

01:01:25 - Wrap-up

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Andrew and Justin dig into Apple's latest — and Tim Cook's final — WWDC, where Apple Intelligence once again promised to change how you use your iPhone. They also dive into the ongoing IPO races with several S-1 filings, dig into superapp rumors, and pour one out for Pulse.

Chapters

00:00 - Intro

01:32 - WWDC

13:56 - IPO

30:12 - Mythos, Codex, and superapps

49:14 - RIP Pulse and wrap-up

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Andrew and Justin recap Google's big announcements coming out of this year's I/O conference. Aside from its new Omni video model, what else left the pair excited about Google's AI efforts? Honestly, not a ton. They also discuss "tokenmaxxing," before digging into a new report surrounding Anthropic's eventual plans for Mythos.

Chapters

00:00 - Intro

02:37 - Google I/O (good!)

09:20 - Google I/O (bad!)

27:22 - Tokenmaxxing

36:29 - Mythos

43:22 - Wrap-up

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Andrew and Justin talk through the fallout of the Elon Musk vs. Sam Altman lawsuit, which played out in dramatic fashion over the last couple of weeks before ending prematurely on a statue of limitations ruling.

Chapters

00:00 - Intro

00:36 - Musk v. Altman

32:35 - Google I/O

36:16 - Wrap-up

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Andrew and Justin reconvene to talk about a busy couple of weeks in AI, including diving into Andrew's time at OpenAI's 5.5 launch party. Before that, the two discuss the new compute partnership between xAI and Anthropic and wonder what it might mean for the future of Elon's company ahead of its IPO, and eventually dig into the arrival of Realtime 2, why you can't buy a Mac Mini, and much more.

Chapters

00:00:00 - Intro

00:01:36 - xAI and Anthropic

00:18:51 - The 5.5 Launch Party

00:23:17 - Good Vibes and Rumors at OpenAI

00:40:09 - Realtime 2

00:49:47 - Thinking Machines

01:01:20 - Wrap-up

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