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A Frontier Shakeup
01:03:09|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/bTUfneEBn14Chapters00:00:00 - Intro00:01:11 - Kimi and Chinese Models00:08:26 - Google's Position00:21:47 - Anthropic's Fable Saga00:32:31 - Anthropic's World Cup Ad Campaign00:40:09 - GPT-5.600:50:10 - Sites, Speech, and Desktop00:57:42 - Wrap-up
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The 800-Pound Panda in the Room
54:12|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.Chapters00:00 - Intro01:35 - Fable's Return21:33 - GPT-5.630:57 - Chinese Models46:59 - Alex Karp's CNBC Interview53:00 - Wrap-up
Reshuffling the Deck
01:03:13|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?Chapters00:00:00 - Intro00:01:02 - Anthropic Fallout Continues00:14:45 - China's Window?00:30:22 - Anthropic and OpenAI Timeline Predictions00:31:53 - GPT-5.600:38:22 - 5.6 on Cerberus00:44:58 - Mobile Agents00:52:23 - Apple's Price Hikes01:00:31 - Wrap-up
Everything's a Metaphor
01:06:03|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.Chapters00:00:00 - Intro00:01:42 - Anthropic00:23:02 - GPT-5.600:42:48 - Google Brain Drain01:03:29 - Wrap-up
Mythos Goes Myth
01:01:57|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. Chapters00:00:00 - Intro00:02:08 - Anthropic00:27:48 - Fable 5, ChatGPT 5.6, and Model Performance00:44:58 - Meta and the AI Window01:01:25 - Wrap-up
Third Time's the Charm
53:37|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.Chapters00:00 - Intro01:32 - WWDC13:56 - IPO30:12 - Mythos, Codex, and superapps49:14 - RIP Pulse and wrap-up
The Good, the Bad, and the I/O
44:03|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.Chapters00:00 - Intro02:37 - Google I/O (good!)09:20 - Google I/O (bad!)27:22 - Tokenmaxxing36:29 - Mythos43:22 - Wrap-up