Show Notes
This week Jason Howell and Jeff Jarvis dig into Anthropic's public S-1, from its $2 trillion target valuation and the single voting share its founders control to roughly 90 pages of risk factors, Elizabeth Warren's demand for answers, and a Claude model that pulled Georgia vote counts without being asked. They also cover OpenAI and Anthropic claiming the same math breakthrough on the same day, and Google's Gemini 4 Carbon, which dropped in the middle of the show. Also in this episode: DeepMind's Genie 4 world model, Gemini Live gets a face, Walmart welcomes the AI shopping agents Amazon blocks, the tokenizer tax on non-English languages, Rest of World's uncertain future, Apple Creator Studio's new assistant, Teams phishing detection, Hugging Face's DNA chat model, and Claude Duet. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS:00:00 - Podcast begins02:42 - Anthropic's IPO and marketing of peril21:27 - OpenAI and Anthropic's dueling math proofs34:41 - Breaking: Gemini 4 Carbon37:37 - Genie 4 world model45:22 - Gemini Live gets an avatar53:38 - Walmart welcomes AI shopping agents56:44 - The tokenizer tax on non-English languages1:01:23 - Rest of World's uncertain future1:03:33 - Apple opens its apps to AI agents1:09:38 - Microsoft Teams phishing detection1:10:18 - Hugging Face's DNA chat model1:11:53 - Claude Duet's proactive agents1:12:57 - AI doom and retirement savings1:13:46 - Wrap-up and host plugs SOURCES:
Anthropic IPO: S-1 Filing Offers First Look at Claude Maker’s Finances - Bloomberg
Anthropic’s Risk Factors Include ‘Catastrophic AI-Related Incident’
Elizabeth Warren Demands Answers From Anthropic on ‘Existential’ Risks
See How Anthropic Arrived at Its Mind-Boggling $40 Trillion Market Opportunity
Anthropic model accessed voter information
OpenAI says its AI model has disproved the Exponential Time Hypothesis
video explaining it
OpenAI Announces New Discoveries In Mathematics, Computer Science And Physics
Dueling proofs from OpenAI and Anthropic astound scientists | Scientific American
OpenAI: Working with academic communities to build scientific understanding
Google announces Gemini 4 Carbon with ‘significant gains across coding and agentic tasks’
DeepMind unveils Genie 4 world model promising more realistic physics and humans
Introducing Gemini 3.8 Live with Live Avatar
While Amazon blocks AI agents, Walmart rolls out the welcome mat | TechCrunch
AI models cost more when you don’t use English
Rest of World faces prospect of shutting down
Apple Creator Studio gets powerful new AI features using OpenAI models
Microsoft Teams to get AI-powered, context-aware phishing detection
Hugging Face’s New AI Biology Model Lets You Chat With DNA | WIRED
Claude Duet app is Anthropic's bet on agents | TechCrunch
Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: aiinside.show Support the podcast on Patreon for ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices
More from AI Inside
This week Jason Howell and Jeff Jarvis dig into PHP2Shell, a pair of critical PHP bugs that sat in the code for more than a decade until AI helped find them, sending governments scrambling to pull websites offline. Then they look at people using Claude to make their smart TVs dumb again, synth fans vibe-coding new firmware onto old gear, and a researcher who says AI’s black box was never as tangled as we thought. Also in this episode: Meta’s Muse Spark Open, Nvidia’s DSX POD and OpenShell, DHS ordering DeepSeek out of federal systems, a Muse privacy leak, Disney’s Character.AI bankruptcy play, and Reflection’s Beam. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 00:00:00 - Show intro 00:12:46 - PHP2Shell: AI finds critical PHP bugs · Related 00:21:49 - AI agents strip ads from smart TVs 00:33:29 - Vibe-coded firmware for music gear 00:40:07 - Goodfire: neural networks may be more readable · Related · Research 00:50:26 - Meta opens Muse Spark · Related 00:54:09 - Nvidia DSX POD targets data-center efficiency 00:58:11 - Nvidia OpenShell for AI agents 00:59:42 - DHS orders DeepSeek removed from federal systems 01:02:43 - Meta Muse privacy exposure 01:04:19 - Muse downloads surge as ChatGPT slips 01:06:06 - Disney and Character.AI 01:07:21 - Reflection Beam 01:08:07 - Anthropic AI safety bill 01:10:17 - Bill Gross and AI-generated startup ideas 01:15:25 - Wrap-up and where to follow Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: aiinside.show Support the podcast on Patreon for special perks. You’ll get ad-free audio and video feeds, a members-only Discord, T-shirts and stickers, and exclusive content.
This week Jason Howell and Jeff Jarvis ask whether we're witnessing the end of software, as developer Brandon Thomas uses Claude to build free, open-source clones of Microsoft Office and Adobe's Creative Suite while AI-decompiled versions of Halo, GTA, and Call of Duty run right in a browser tab. They also dig into OpenAI's release of 722 AI-written math papers and the backlash from mathematicians. Also in this episode: Jason shares his early access experience with Gemini 4 Argon, Meta launches its closed Muse Wonder models, the FBI arrests an OpenAI engineer accused of planting a hidden recording device, Anthropic warns about AI self-replicating on smart TVs, and Google Play opens up to personal vibe-coded apps. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 00:00:00 - Cold open and episode preview
This week Jason Howell and Jeff Jarvis dig into two big Western open-weight models that landed within 24 hours of each other. Mistral’s trillion-parameter Large 4 was trained entirely in Mistral’s own European data centers, and Reflection AI’s Apache-licensed Beam comes from a team of DeepMind veterans, with both aiming at the Chinese labs that have dominated open AI.
This week Jason Howell and Jeff Jarvis tackle AI agents from every angle. Nvidia released an open source safety platform just as OpenAI launched Dots, always-on agents with their own cloud computers and app integrations. Meta unveiled the Muse Charm, a palm-sized AI device. Anthropic's IPO prospectus revealed $518 billion in infrastructure commitments and extensive risk warnings. AMD announced an $8.2 billion acquisition of World Labs.
Thanks to Qualcomm for sponsoring Jason's travel to Maui for the Qualcomm Snapdragon Summit.