EPISODE · Apr 28, 2026 · 14 MIN
Mythos Hacked, Big Tech Gave Anthropic $65B MORE
from Good Revenue
Anthropic built an AI model so dangerous they refused to sell it. Then someone accessed it anyway. Here's what that means for the AI arms race — and why the capability window just got shorter.This episode covers Claude Mythos, China's AI distillation strategy, the circular deal structure between Google and Anthropic, Oracle's debt crisis, and why 40% of US data centers are already behind schedule. The money is moving in circles. The infrastructure is breaking.CHAPTERS00:00 Anthropic Mythos breach and trillion dollar valuation00:31 How restricted Mythos was and why that matters01:31 China distillation attacks and the seven month gap03:12 Big Tech writes checks anyway: Amazon $25 billion deal04:11 Circular deal structure and its risks04:54 Google $40 billion deal and new TPU chips06:03 Google as infrastructure landlord to its own competitors06:40 40 percent of US data centers behind schedule07:29 Oracle debt crisis and the OpenAI megadeal08:39 Paramount Warner Brothers deal and Ellison family exposure10:21 Meta and Microsoft layoffs tied to AI investment11:48 JAMA study: LLMs diagnose too early and too narrowly13:06 What AI does well later in the clinical process13:29 Limitations of LLMs and what comes nextIF YOU LIKED THIS, WATCH:→ Why We Shouldn't Sell Advanced AI Chips to China: https://youtu.be/UphXmFOYUU8→ Claude's AI Agent Teams Hit 5 Warning Signs: https://youtu.be/vgz2negijbI→ Bad AI Loans Collapse Blue Owl: https://youtu.be/7wsvg4lRDXUSOURCES & FURTHER READINGAnthropic Mythos breach & trillion dollar valuation* Anthropic Hits Trillion Dollar Valuation AI Startup Shocks Silicon Valley: https://www.businessinsider.com/anthropic-trillion-dollar-valuation-on-secondary-markets-2026* Banks Raise Concerns Over Anthropic Mythos AI Regulatory Pressure Builds: https://www.reuters.com/business/finance/banks-close-contact-with-european-regulator-anthropics-mythos-banker-says-2026-04-20/* Anthropic Surpasses OpenAI Massive Valuation Surge Explained: https://www.tomshardware.com/tech-industry/artificial-intelligence/anthropic-surpasses-biggest-rival-openai-in-secondary-market-valuation-surges-to-usd1-trillion-amid-frantic-investor-interestChina AI distillation & chip theft* China Ripping Off US AI Models: https://www.cnbc.com/2026/04/23/trump-china-ai-technology.html* US Global Warning Alleged China AI Theft: https://www.cnbc.com/2026/04/25/us-global-warning-alleged-china-ai-theft.html* China Copying US Models Through Distillation: https://cybernews.com/ai-news/us-warns-chinese-ai-firms-may-be-copying-american-models-through-distillation/Full list: https://youtu.be/t-POODHfeZQ👇 SUBSCRIBE FOR SHARP INSIGHTS 🔔YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQSpotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473Web: https://goodrevenue.io/goodrevenueFollow Neeta: https://www.linkedin.com/in/neetabidwai/ Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Anthropic built an AI model so dangerous they refused to sell it. Then someone accessed it anyway. Here's what that means for the AI arms race — and why the capability window just got shorter.This episode covers Claude Mythos, China's AI distillation strategy, the circular deal structure between Google and Anthropic, Oracle's debt crisis, and why 40% of US data centers are already behind schedule. The money is moving in circles. The infrastructure is breaking.CHAPTERS00:00 Anthropic Mythos breach and trillion dollar valuation00:31 How restricted Mythos was and why that matters01:31 China distillation attacks and the seven month gap03:12 Big Tech writes checks anyway: Amazon $25 billion deal04:11 Circular deal structure and its risks04:54 Google $40 billion deal and new TPU chips06:03 Google as infrastructure landlord to its own competitors06:40 40 percent of US data centers behind schedule07:29 Oracle debt crisis and the OpenAI megadeal08:39 Paramount Warner Brothers deal and Ellison family exposure10:21 Meta and Microsoft layoffs tied to AI investment11:48 JAMA study: LLMs diagnose too early and too narrowly13:06 What AI does well later in the clinical process13:29 Limitations of LLMs and what comes nextIF YOU LIKED THIS, WATCH:→ Why We Shouldn't Sell Advanced AI Chips to China: https://youtu.be/UphXmFOYUU8→ Claude's AI Agent Teams Hit 5 Warning Signs: https://youtu.be/vgz2negijbI→ Bad AI Loans Collapse Blue Owl: https://youtu.be/7wsvg4lRDXUSOURCES & FURTHER READINGAnthropic Mythos breach & trillion dollar valuation* Anthropic Hits Trillion Dollar Valuation AI Startup Shocks Silicon Valley: https://www.businessinsider.com/anthropic-trillion-dollar-valuation-on-secondary-markets-2026* Banks Raise Concerns Over Anthropic Mythos AI Regulatory Pressure Builds: https://www.reuters.com/business/finance/banks-close-contact-with-european-regulator-anthropics-mythos-banker-says-2026-04-20/* Anthropic Surpasses OpenAI Massive Valuation Surge Explained: https://www.tomshardware.com/tech-industry/artificial-intelligence/anthropic-surpasses-biggest-rival-openai-in-secondary-market-valuation-surges-to-usd1-trillion-amid-frantic-investor-interestChina AI distillation & chip theft* China Ripping Off US AI Models: https://www.cnbc.com/2026/04/23/trump-china-ai-technology.html* US Global Warning Alleged China AI Theft: https://www.cnbc.com/2026/04/25/us-global-warning-alleged-china-ai-theft.html* China Copying US Models Through Distillation: https://cybernews.com/ai-news/us-warns-chinese-ai-firms-may-be-copying-american-models-through-distillation/Full list: https://youtu.be/t-POODHfeZQ👇 SUBSCRIBE FOR SHARP INSIGHTS 🔔YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQSpotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473Web: https://goodrevenue.io/goodrevenueFollow Neeta: https://www.linkedin.com/in/neetabidwai/ Hosted on Acast. See acast.com/privacy for more information.
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Mythos Hacked, Big Tech Gave Anthropic $65B MORE
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