Andrew and Justin discuss Anthropic's increasingly high compute demands, leading to frequent downtime and throttled usage, and compare it to OpenAI's treatment of its Codex users and the recent decision to shutter Sora. They also discuss Anthropic's Mythos announcement and its warnings surrounding cybersecurity, along with some thoughts on the IPO race for both companies.

Chapters

00:00 - Intro

01:14 - Compute

16:08 - Mythos

35:33 - IPOs

36:39 - Wrap-up

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