EPISODE · Jun 27, 2026 · 16 MIN
Alibaba Attacks Anthropic As OpenAI Short $1T IPO
from Good Revenue
Anthropic got US government approval to expand Mythos access just weeks after reporting it suffered the largest-ever distillation attack, orchestrated by China’s Alibaba. Meanwhile Sam Altman is desperate for a trillion-dollar valuation for OpenAI's IPO, but his own advisors are telling him it's not happening in 2026. Unless Anthropic gets blocked? The AI arms race between companies and countries is moving faster than anyone can keep up with. CHAPTERS00:00 Mythos Gets Unlocked00:58 Fable 5 Still Restricted01:32 Alibaba's Distillation Attack02:55 Anthropic's Three Asks04:55 Nvidia's China Problem06:18 Alibaba Sues Pentagon07:10 OpenAI's IPO Crisis08:30 OpenAI's $38.5B Losses10:00 SpaceX's $111B Week11:45 Index Funds Change Rules13:30 Russell Rebalance Explained15:00 Altman Watches Anthropic15:49 ClosingIF YOU LIKED THIS, WATCH:→ Did China Just Steal ASML's Banned AI Chip Making Tool?: https://youtu.be/IVvBSub5Vw0→ Anthropic Gets Banned Again While OpenAI Lost $38 Billion: https://youtu.be/z2BYUFRBZmQ→ Anthropic IPO Might Crush OpenAI (And SpaceX?): https://youtu.be/bz5fsLTSUiU→ China Says It Doesn't Want Our AI Chips, So Why Are They Smuggling Them?: https://youtu.be/uKjWfRgDfRMSOURCES & FURTHER READINGAlibaba's Distillation Attack on Anthropic• Anthropic Accuses Alibaba of Illicitly Accessing Its AI Models: https://www.bloomberg.com/news/articles/2026-06-24/anthropic-accuses-alibaba-of-illicitly-accessing-its-ai-models• Alibaba Used 25,000 Accounts to Clone Claude in Largest Known Attack: https://www.cnbc.com/2026/06/24/anthropic-alibaba-distillation-campaign.html• Anthropic Says Alibaba Must Be Punished for Largest Claude Cloning Attack: https://arstechnica.com/tech-policy/2026/06/anthropic-claims-alibaba-defied-trump-to-attack-claude-and-steal-capabilities/• Anthropic's Full Letter to Congress on the Alibaba Attack: https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/Anthropic%20letter%20Alibaba%E3%83%BBJun%2010%202026%20-ba307cab-ccb4-43f1-88c0-515f29694678.pdfAI Distillation Attacks and Adversarial AI Use• How Anthropic Detects and Prevents Model Distillation Attacks: https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks• Google's Threat Intelligence Report on AI Distillation and Adversarial Misuse: https://cloud.google.com/blog/topics/threat-intelligence/distillation-experimentation-integration-ai-adversarial-use• How OpenAI Is Disrupting Malicious Uses of Its Models: https://openai.com/global-affairs/disrupting-malicious-uses-of-ai-october-2025/Mythos, Anthropic's Restricted AI Model• Trump Administration Allows Anthropic to Expand Mythos Access to Select US Organizations: https://www.wired.com/story/anthropic-restores-access-to-mythos/OpenAI's IPO Struggles and SpaceX's Market Surge• Why OpenAI's Trillion-Dollar IPO Is Slipping Out of Sam Altman's Reach: https://www.nytimes.com/2026/06/25/technology/openai-ipo-artificial-intelligence.html• SpaceX Closes $25 Billion Bond Offering Across Five Tranches: https://finance.yahoo.com/markets/stocks/articles/spacex-closes-25-billion-bond-214309300.html• Allianz Investment Chief on the AI Bubble Risk After SpaceX's IPO: https://ft.trib.al/mPUSZWU• Russell US Indexes 2026 Reconstitution Summary: https://www.lseg.com/content/dam/ftse-russell/en_us/documents/other/2026-russell-us-indexes-reconstitution-summary.pdfFOLLOW GOOD REVENUE ON YOUTUBE! Or wherever you get your podcasts:YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 Web: https://goodrevenue.io/ Hosted on Acast. See acast.com/privacy for more information.
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Alibaba Attacks Anthropic As OpenAI Short $1T IPO
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