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Three arcs: (1) Opus 4.7 + the nerfing narrative + Mythos/Glasswing consortium capability decoupling — led by the AMD Senior Director telemetry case (GitHub #42796, 6,852 sessions, Pearson 0.971 correlation to redaction rollout, 125x cost spike); (2) Antigravity vs Codex 2026 vs Cursor vs Windsurf — marketshare/mindshare divergence (Cursor $2B ARR) and fit-for-task patterns; (3) Models past code — FrontierScience Olympiad 77% vs Research 25% gap, benchmark saturation, custom silicon inflection (Maia 200, Trainium 3, TSMC 3nm bottleneck). Thesis: "Trust Crisis" = capability-vs-served-behavior decoupling. Cross-show pair with Guardrail Ep 8.
AI Disclosure: This episode was produced with AI assistance. Research synthesis and script writing used Claude (Anthropic) under human editorial direction. Audio narration by Microsoft Edge TTS (en-US-AndrewNeural voice).
By Kris MooreThree arcs: (1) Opus 4.7 + the nerfing narrative + Mythos/Glasswing consortium capability decoupling — led by the AMD Senior Director telemetry case (GitHub #42796, 6,852 sessions, Pearson 0.971 correlation to redaction rollout, 125x cost spike); (2) Antigravity vs Codex 2026 vs Cursor vs Windsurf — marketshare/mindshare divergence (Cursor $2B ARR) and fit-for-task patterns; (3) Models past code — FrontierScience Olympiad 77% vs Research 25% gap, benchmark saturation, custom silicon inflection (Maia 200, Trainium 3, TSMC 3nm bottleneck). Thesis: "Trust Crisis" = capability-vs-served-behavior decoupling. Cross-show pair with Guardrail Ep 8.
AI Disclosure: This episode was produced with AI assistance. Research synthesis and script writing used Claude (Anthropic) under human editorial direction. Audio narration by Microsoft Edge TTS (en-US-AndrewNeural voice).