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Why did Anthropic hold back Mythos? David Sacks: “ Marc Andreessen pointed out that one of the reasons why Anthropic might've wanted to hold back Mythos, is they simply didn't have the compute to serve it. The model was huge and very expensive to serve, something like 10 or... 20x the token cost of, say, Opus. They knew Opus 4.7 was coming out, right? So they hold it back knowing that they don't have the compute to serve it anyway, and they save their compute for the next iteration of Opus. And then by holding it back, they create this impression of scarcity and altruism, and it turns into this gigantic marketing event for their product, because everyone in the government's like, 'Oh wow, they're holding it back because it's so amazing.' Now look, I think it may have been genuinely altruistic as well in the sense that Mythos does reveal coding vulnerabilities that people didn't know about before. And it does make sense to give time to companies with large code bases to patch these dormant bugs and vulnerabilities. But, it's looking more and more like Anthropic could not have offered that model commercially anyway, because it was just too big and expensive, and they needed to create space for Opus 4.7. So it's an interesting theory on what actually happened there.”show more

The All-In Podcast

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170,796 просмотров • 4 месяцев назад •via X (Twitter)

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79,095 просмотров • 3 месяцев назад

"The grand unification of AI and crypto is about to happen." — Marc Andreessen "It's now obvious that AI agents are going to need money—it's already happening." "It's that William Gibson quote: the future is already here, it just isn't distributed yet." "My friends who are the most aggressive users of OpenClaw have given their Claws bank accounts and credit cards. And not only have they done it—it's obvious that they needed to do it, because it's obvious that they needed to be able to spend money on their behalf." "And by the way, OpenClaw—if you don't give it a bank account, it's just going to break into your bank account anyway and take your money. So you might as well do it." Marc Andreessen 🇺🇸 with Latent.Space

"The grand unification of AI and crypto is about to happen." — Marc Andreessen "It's now obvious that AI agents are going to need money—it's already happening." "It's that William Gibson quote: the future is already here, it just isn't distributed yet." "My friends who are the most aggressive users of OpenClaw have given their Claws bank accounts and credit cards. And not only have they done it—it's obvious that they needed to do it, because it's obvious that they needed to be able to spend money on their behalf." "And by the way, OpenClaw—if you don't give it a bank account, it's just going to break into your bank account anyway and take your money. So you might as well do it." Marc Andreessen 🇺🇸 with Latent.Space

a16z

170,898 просмотров • 4 месяцев назад

🚨Anthropic puts Mythos in a locked sandbox and told it to try escaping. it did. it chained multiple vulnerabilities together, broke out of containment and reached the open internet. the model also emailed the researcher to say it got out. > the researcher found out while he was eating sandwiches in the park after he received a random email. Anthropic is now so scared of what Mythos can do offensively that they won’t release it publicly. in response they’re launching Glasswing, a coalition with Apple, Google, Nvidia and 40+ more companies to use Mythos only for defense. the model found “thousands” of zero-days across all OS and browsers is being locked behind a defensive wall because if it ever got out, nobody could predict what comes next. yes we’re at this point. and we only know about this because a guy got an email while eating a sandwich.

🚨Anthropic puts Mythos in a locked sandbox and told it to try escaping. it did. it chained multiple vulnerabilities together, broke out of containment and reached the open internet. the model also emailed the researcher to say it got out. > the researcher found out while he was eating sandwiches in the park after he received a random email. Anthropic is now so scared of what Mythos can do offensively that they won’t release it publicly. in response they’re launching Glasswing, a coalition with Apple, Google, Nvidia and 40+ more companies to use Mythos only for defense. the model found “thousands” of zero-days across all OS and browsers is being locked behind a defensive wall because if it ever got out, nobody could predict what comes next. yes we’re at this point. and we only know about this because a guy got an email while eating a sandwich.

sui ☄️

1,633,286 просмотров • 4 месяцев назад

Former medical coder and whistleblower Zowe Smith explains how the Covid PCR "tests" were likely used to collect people's DNA and send said DNA to gene banks. This DNA, Smith hypothesizes, can now be used by Larry Ellison's Stargate program to create genome-tailored "vaccines." This clip of Smith (Zowe Smith), who is also the author of The Covid Code: My Life in the Thrill Kill Medical Cult, is taken from a conversation with Charlie Robinson (Macroaggressions Podcast with Charlie Robinson) posted to the Macroaggressions Rumble channel on December 3, 2025. ---------------Partial transcription of clip---------------- "Genetics is, you know, all basically eugenics. And so fast forward to 2020 when I started realizing, oh, there's these false positives with the test. And I knew that you didn't even need to have a test to be diagnosed with it. The doctors had to look at you and say, oh, I think you have Covid. So that's so smart that you were thinking, oh, it's gotta be a genetic screen. "Because at some point down the line, I've actually found documentation from the CDC that ordered every CLIA certified lab to send genetics, sequences to one of two different gene banks. G I S A I— G I S A I D. So GI SAID, or NCBI, one of those two gene banks. And it did say in the fine print, like, oh, these sequences for Covid. "But I asked David Rasnick, who I did an interview with, and he actually knew Kary Mullis and worked with Kary Mullis at one point, who invented PCR. And I asked him this specifically. I said, so obviously the PCR can run an entire DNA sequence. And here's this instruction. I showed him the document. I said, okay, they're sending these sequences and people are trolling me. You know, the Internet masses are commenting back saying, oh, no, that was just the sequence for Covid, for the variant of COVID because they had like six of them listed out. "And I asked him, do you think they're actually, like, after they run the PCR test and they get this sequence and then they have to send it to the gene bank, do you think they're actually spending the time to edit it and cut out just that section? Or do you think they're just sending the whole thing and then the gene bank can decide which section they want to take as their sequence? And he goes, they don't have the time to go in and edit all of that. I mean, they could, but most likely, no. Most likely they're just sending the whole thing. "Then the gene bank that, that they send it to, and he's shown evidence of how much DNA has been sent to these gene banks. They're tracking all of it carefully. So, yeah, that's absolutely what they're doing. Well, NCBI and GISAID, I haven't looked into who owns them, but there's another one that was creating PCR tests. And I believe that all of the PCR tests were doing the same thing, sending, genetic information back to some, some hive mind, whether that's NCBI or, you know, some other gene bank. "So it's generally the testing places that are, you know, having it send back. So there is the Human Genome Project in China, which is now, I forget the name, it's, it changed its name, but it's the biggest biotech company in China now. And they made PCR test kits, PCR and the IgG, which is the antibody test, and they send it to America. And who do you think is getting those results back? "So our DNA is going to some Chinese database. And even our own American military has flagged that gene bank as being a problem because they have all our individual information. And when you go to that gene bank and the other ones are really similar when you look at like why they exist and what they think they're doing with our DNA. Because I was really interested in why are they collecting all of this? They're obviously going to use it against us in some way. "So what is that? How do we get ahead of that or how do we stop it? And it says on the the one in China anyway. And the other ones basically say it and not in so clear terms that they are collecting our DNA because they need this massive amount population genomics so they can create vaccines and therapeutics or drugs, biologics tailored to our individual genome. "And then we have Larry Ellison come out with Donald Trump on day two of the administration saying exactly that. We're going to use AI to analyze your blood, which is how they get the DNA gene sequences. It's AI that creates the DNA gene sequences, that sends it to the gene banks. That's why it's electronic and they can send it, because it's using AI. It's not like, you know, a sample that they're sending. Physically, it's a digital code. It all comes together."

Former medical coder and whistleblower Zowe Smith explains how the Covid PCR "tests" were likely used to collect people's DNA and send said DNA to gene banks. This DNA, Smith hypothesizes, can now be used by Larry Ellison's Stargate program to create genome-tailored "vaccines." This clip of Smith (Zowe Smith), who is also the author of The Covid Code: My Life in the Thrill Kill Medical Cult, is taken from a conversation with Charlie Robinson (Macroaggressions Podcast with Charlie Robinson) posted to the Macroaggressions Rumble channel on December 3, 2025. ---------------Partial transcription of clip---------------- "Genetics is, you know, all basically eugenics. And so fast forward to 2020 when I started realizing, oh, there's these false positives with the test. And I knew that you didn't even need to have a test to be diagnosed with it. The doctors had to look at you and say, oh, I think you have Covid. So that's so smart that you were thinking, oh, it's gotta be a genetic screen. "Because at some point down the line, I've actually found documentation from the CDC that ordered every CLIA certified lab to send genetics, sequences to one of two different gene banks. G I S A I— G I S A I D. So GI SAID, or NCBI, one of those two gene banks. And it did say in the fine print, like, oh, these sequences for Covid. "But I asked David Rasnick, who I did an interview with, and he actually knew Kary Mullis and worked with Kary Mullis at one point, who invented PCR. And I asked him this specifically. I said, so obviously the PCR can run an entire DNA sequence. And here's this instruction. I showed him the document. I said, okay, they're sending these sequences and people are trolling me. You know, the Internet masses are commenting back saying, oh, no, that was just the sequence for Covid, for the variant of COVID because they had like six of them listed out. "And I asked him, do you think they're actually, like, after they run the PCR test and they get this sequence and then they have to send it to the gene bank, do you think they're actually spending the time to edit it and cut out just that section? Or do you think they're just sending the whole thing and then the gene bank can decide which section they want to take as their sequence? And he goes, they don't have the time to go in and edit all of that. I mean, they could, but most likely, no. Most likely they're just sending the whole thing. "Then the gene bank that, that they send it to, and he's shown evidence of how much DNA has been sent to these gene banks. They're tracking all of it carefully. So, yeah, that's absolutely what they're doing. Well, NCBI and GISAID, I haven't looked into who owns them, but there's another one that was creating PCR tests. And I believe that all of the PCR tests were doing the same thing, sending, genetic information back to some, some hive mind, whether that's NCBI or, you know, some other gene bank. "So it's generally the testing places that are, you know, having it send back. So there is the Human Genome Project in China, which is now, I forget the name, it's, it changed its name, but it's the biggest biotech company in China now. And they made PCR test kits, PCR and the IgG, which is the antibody test, and they send it to America. And who do you think is getting those results back? "So our DNA is going to some Chinese database. And even our own American military has flagged that gene bank as being a problem because they have all our individual information. And when you go to that gene bank and the other ones are really similar when you look at like why they exist and what they think they're doing with our DNA. Because I was really interested in why are they collecting all of this? They're obviously going to use it against us in some way. "So what is that? How do we get ahead of that or how do we stop it? And it says on the the one in China anyway. And the other ones basically say it and not in so clear terms that they are collecting our DNA because they need this massive amount population genomics so they can create vaccines and therapeutics or drugs, biologics tailored to our individual genome. "And then we have Larry Ellison come out with Donald Trump on day two of the administration saying exactly that. We're going to use AI to analyze your blood, which is how they get the DNA gene sequences. It's AI that creates the DNA gene sequences, that sends it to the gene banks. That's why it's electronic and they can send it, because it's using AI. It's not like, you know, a sample that they're sending. Physically, it's a digital code. It all comes together."

Sense Receptor

35,149 просмотров • 7 месяцев назад

A woman and her husband went to the store to get an Apple gift card for $100. After they got it, they had tried to use it for their iPhone. The opened the package and got the card out, the last few digits on the back of the card are missing and she couldn’t use it. She goes back to the store and speaks to customer service about a refund. Customer service claims they can’t do anything about it because there are no refunds on gift cards and they need to call the company the card is for. She then pulls a few of the same cards off of the display and opens them in front of customer service and proves to them that they all have the same issue. This does look like the card was manufactured defectively and the customer service rep acknowledged it, but why are they leaving it on the shelf for other people to buy it and be ripped off?

A woman and her husband went to the store to get an Apple gift card for $100. After they got it, they had tried to use it for their iPhone. The opened the package and got the card out, the last few digits on the back of the card are missing and she couldn’t use it. She goes back to the store and speaks to customer service about a refund. Customer service claims they can’t do anything about it because there are no refunds on gift cards and they need to call the company the card is for. She then pulls a few of the same cards off of the display and opens them in front of customer service and proves to them that they all have the same issue. This does look like the card was manufactured defectively and the customer service rep acknowledged it, but why are they leaving it on the shelf for other people to buy it and be ripped off?

SonnyBoy🇺🇸

343,131 просмотров • 4 месяцев назад

They hate us and they love Mexico, but they refuse to go back to the land they are so fond of. What ever happened to love it or leave it? It sure seems like we have a helluva lot of people living in this country right now that absolutely do not love it. We shouldn’t have to live like this.

They hate us and they love Mexico, but they refuse to go back to the land they are so fond of. What ever happened to love it or leave it? It sure seems like we have a helluva lot of people living in this country right now that absolutely do not love it. We shouldn’t have to live like this.

One Bad Dude

43,894 просмотров • 8 месяцев назад

Thoughts on $CPRT valuation and buybacks "Right now, it's at one of its cheapest valuations it's been at in decades. So, they have some four-ish billions of dollars of cash on the balance sheet, so you back that out and the interest expense associated with that, and it's trading around 16 to 17 times earnings. So one of the cheapest valuations they've had. They've also been extremely selective when they've bought back stock. So they do not regularly buy back stock, but when they do, they make it meaningful, and they're very selective on the valuation, and last quarter was the first time they really bought back a meaningful slug of stock. They bought back $1.4 billion. As I mentioned, they still have another four-ish billions of dollars in cash on their balance sheet, so I would expect them to extinguish a good amount of that cash. Even if they do have to invest more in operations and all that, they should still have plenty of ability to do both. And so that's pretty interesting in terms of a signal because, again, this is not a company that regularly buys back stock. In fact, the last time they really were buyers of their stock was in 2019, but they haven't bought back a big amount of stock since 2011. So it's been that long since they've really taken a good slug of their common shares and retired that. So, that to me is a signal, and take that for what it's worth."

Thoughts on $CPRT valuation and buybacks "Right now, it's at one of its cheapest valuations it's been at in decades. So, they have some four-ish billions of dollars of cash on the balance sheet, so you back that out and the interest expense associated with that, and it's trading around 16 to 17 times earnings. So one of the cheapest valuations they've had. They've also been extremely selective when they've bought back stock. So they do not regularly buy back stock, but when they do, they make it meaningful, and they're very selective on the valuation, and last quarter was the first time they really bought back a meaningful slug of stock. They bought back $1.4 billion. As I mentioned, they still have another four-ish billions of dollars in cash on their balance sheet, so I would expect them to extinguish a good amount of that cash. Even if they do have to invest more in operations and all that, they should still have plenty of ability to do both. And so that's pretty interesting in terms of a signal because, again, this is not a company that regularly buys back stock. In fact, the last time they really were buyers of their stock was in 2019, but they haven't bought back a big amount of stock since 2011. So it's been that long since they've really taken a good slug of their common shares and retired that. So, that to me is a signal, and take that for what it's worth."

Drew Cohen

18,272 просмотров • 1 месяц назад