Ben and Andrew begin with reactions to Anthropic’s Mythos announcement and Project Glasswing, including thoughts on the security risks, the business benefits of keeping this model private, lessons on the “Boy Who Cried Wolf,” and renewed focus on Anthropic’s relationship with the U.S. government. From there: Anthropic’s new deal with Broadcom and Google, a year of stunning Anthropic success that began in 2024, the threats that Anthropic poses to Microsoft, and where AI can and can’t help with taxes. At the end: How the New York Times is adapting to the future, understanding Sam Altman’s history at OpenAI, and a question on the implications of de-globalization.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment — Stratechery Update

Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance — Stratechery Update

ChatGPT Gets a Computer — Stratechery

An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise — Stratechery Interview

In Defense of The New York Times — Stratechery

Hormuz, Rushmore, and a Sam Altman Story That Missed the Story — Sharp Text

Sam Altman May Control Our Future—Can He Be Trusted? — The New Yorker

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