Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
April 10, 2026
AI Summary
5 min readAnthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Mythos: Real Threat or Marketing Theater?
Anthropic is withholding its newest model, Mythos, claiming it is too dangerous to release broadly. According to the company, the model autonomously found thousands of vulnerabilities, including bugs in every major operating system and web browser. Among the discoveries: a 27-year-old vulnerability in OpenBSD used in firewalls and critical infrastructure, and a 16-year-old bug in FFmpeg that had been missed by automated tools after five million scans. Dario Amodei, Anthropic's CEO, explained that the model can "chain together vulnerabilities" — finding three, four, or five bugs that in sequence create a sophisticated exploit.
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What you'll learn
- 1 (00:00) **Cold Open & Banter** - The hosts riff on "retard maxing," browser history, and dick pics before introducing the episode.
- 2 (04:20) **Anthropic Withholds Mythos Model** - Anthropic announces it will not release its new model, Mythos, citing its ability to autonomously find thousands of critical vulnerabilities, including 20-year-old bugs in OpenBSD and FFmpeg.
- 3 (24:07) **OpenClaw "Ankled" by Anthropic** - Anthropic cuts off OpenClaw's access to its $200 flat-rate plan, forcing it to the API, then releases a competing agent product.
- 4 (41:05) **Anthropic's $30B Revenue Ramp** - Anthropic's annualized revenue run rate hits $30B, the fastest revenue growth in tech history.
- 5 (58:07) **OpenAI vs. Anthropic Vibes** - Brad discusses OpenAI's internal hand-wringing and talent exodus, but warns against counting them out.
- 6 (66:23) **Liquidity Summit & All-In Summit Housekeeping** - Chamath and Jason promote the upcoming Liquidity 2026 and All-In Summit events.
- 7 (70:10) **Iran War Ceasefire & Israel's Influence** - Two-week ceasefire agreed; JD Vance and Jared Kushner head to Islamabad for talks.
+ Full timestamped outline available in the app
Guests on this episode
Show Notes
(0:00) Bestie intros: Brad Gerstner joins the show!
(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?
(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?
(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence
(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling
(1:10:12) Iran War: Ceasefire, Israel's influence, market impact
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Referenced in the show:
https://www.youtube.com/watch?v=INGOC6-LLv0
https://openai.com/index/better-language-models
https://x.com/steipete/status/2040811558427648357
https://x.com/juliusai/status/2041292301234999668
https://polymarket.com/event/ipos-before-2027
https://www.google.com/finance/quote/IGV:BATS
https://polymarket.com/event/anthropic-ipo-closing-market-cap-119
https://truthsocial.com/@realDonaldTrump/posts/116351998782539414 More from this podcast