Why AI Is Now a War Over Chips, Capital, and Control

Anthropic is voluntarily briefing the Financial Stability Board on a frontier model they haven't released yet — which is either a responsible act of self-regulation or a preview of just how serious they think the risk is. In this episode, Jeremy and Jason break down what Mythos actually represents, why the chip and capital arms race has locked out the people who built the internet's early open infrastructure, and what happens when powerful AI tools get cloned and weaponized before the guardrails transfer. They also get into the AI that lives in a picture frame and talks like your dead relatives — and the smart toilet that will text your family if you haven't used the bathroom by 9am. If you've been trying to track where AI is actually heading versus where it's being pitched as heading, this is the episode.Key Moments00:00 — Anthropic voluntarily briefs the Financial Stability Board on an unreleased frontier model (Mythos)02:45 — Jason: once a model like this releases, the 3–6 month clone window starts — and clones don't have guardrails05:34 — The 90/10 split: 90% of US consumer spending comes from 10% of people — and AI is accelerating the gap06:33 — Why used RAM now costs more than a 2019 server — the chip arms race, explained from a garage network08:38 — State actors buying board seats in private AI companies: what happens when the government wants what you built14:03 — The FUD problem: why every attempt to understand AI gets buried in confusion and confirmation bias15:43 — The AI picture frame: a company called Vinabot lets you hang a photo of a dead relative and have a live conversation with it19:46 — Jason on digital identity: the version of you that gets uploaded is the masked version — not who you actually are26:06 — Jeremy: Claude is 'naturally' pushing back now — and it's brilliant and terrifying at the same time27:17 — VOVO's $5,000 smart toilet: biometric data, family notifications, and the insurance implications nobody wants to talk aboutGet more in our newsletter: https://brobotspodcast.substack.com/