WEBVTT

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Right now, AI models can actually boot up and

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beat Pokemon autonomously. Yeah, it totally sounds

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like a really entertaining, harmless party trick.

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But then you read today's MIT Future Tech Research

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Report. Right. Those experts warn this exact

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level of autonomy brings severe dangers. They

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see a 10 % chance of triggering global societal

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catastrophe. I mean, we're talking about $100

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billion damages by 2030. Beat! Welcome to today's

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deep dive. I am incredibly glad you're joining

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us. We truly have a lot of Complex, fascinating

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ground to cover today. So we are unpacking an

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avalanche of massive AI capability jumps right

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now. Anthropic just dropped their highly anticipated

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Claude Fable 5 model today. And we really need

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to examine the structural collision course this

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creates. Yeah, these blistering capabilities

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are hitting global security and hardware supply

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chains. They're also crashing right into our

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necessary safety guardrails. So let's start with

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the sheer raw power hitting the market right

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now. The newest models arriving today are just

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absolutely wild. Anthropic released Claude Fable

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5 directly to the public recently. It is the

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first major model from their new mythos family.

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Fable 5 is absolutely crushing the benchmark

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charts across the board. It shows truly exceptional

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results in complex knowledge and vision tasks.

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It is kind of like stacking Lego blocks of data.

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That is a perfect way to visualize its multimodal

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architecture. You just snap a visual screenshot

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onto a basic text prompt. And the AI just builds

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the entire functional code right from there.

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It does not see images and text as separate languages.

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It blends them together into a unified understanding

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of the problem. Which perfectly explains how

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it can rebuild entire web apps from scratch.

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Yeah, and it also explains the Pokemon Fire Red

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achievement. The AI completed the entire game

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without any human intervention at all. Just think

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about this. deep long term planning required

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for that. You have to manage inventory and navigate

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highly complex spatial maps. The agent handles

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all of those sequential decisions completely

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autonomously. It proves these agents can handle

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long term enterprise software workflows now.

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But this incredible autonomous capability definitely

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comes with a steep price. It costs $10 per million

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input tokens right now. Tokens are just the fundamental

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puzzle pieces of language that AI processes.

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And output tokens will actually cost you $50

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per million. That is exactly double the cost

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of their previous Opus model. Opus 4 .8 was already

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considered a fairly pricey option. Startup founders

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building on Fable 5 will burn cash much faster.

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They really have to route simple tasks to much

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cheaper models. Fable 5 is currently available

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via their developer API system. API is a software

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bridge letting different computer programs talk.

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If you maintain a Pro, Max, or Team subscription,

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though, you actually get it included completely

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free until June 22nd. That gives power users

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a fantastic window to test the capabilities.

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And this rapid capability leap is mirrored across

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the whole ecosystem. We are fully entering the

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agentic era of artificial intelligence. Look

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at this fascinating new tool called KimiWork,

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for example. It deploys up to 300 local AI agents

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simultaneously. Local agents are AI programs

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running directly on your personal hardware. They

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automate complex web tasks and analyze dense

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financial data sets. Then we have another tool

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called Macatron, making major waves today. It

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controls native applications using very simple

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conversational English commands. We're also seeing

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Google aggressively push Gemini 3 .5. Their live

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translate feature handles real -time conversational

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translation. Almost perfectly now. You can translate

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complex, nuanced conversations exactly as they

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happen globally. The business scale behind these

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tools is getting incredibly hard to fathom. A

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company called Lovable just crossed $500 million

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in annualized revenue. They have seen over 50

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million user projects created already. And their

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usage is accelerating to 1 million new projects

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weekly. Whoa, imagine scaling to a billion queries.

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It completely breaks my brain just trying to

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comprehend that volume. It is a totally un -

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unprecedented level of software creation speed.

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You no longer need to hire an entire team of

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software engineers. You just describe what you

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want in simple, plain English. And Lovable spins

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up the entire working application for you instantly.

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Two sec silence. It is genuinely magical to watch.

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With Fable 5 dominating, where does that leave

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Claude Opus for a user trying to get work done?

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We actually heard directly from Tariq on the

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Claude Code team about this. Oh, wow. What did

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he specifically say about Opus? Well, he says

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Opus remains the absolute strongest model for

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extended work. So it is better for those really

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long, complex tasks. Right. Opus still handles

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multi -day, sustained, autonomous execution much

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better today. So Opus remains the marathon runner

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while Fable sprints through complex reasoning.

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Exactly. You always need to pick the right tool

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for the job. Which logically brings us to the

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physical reality underneath all this software.

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You cannot magically scale to a million new coding

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projects weekly. It takes immense hardware, massive

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funding, and incredible physical infrastructure

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networks. And we are seeing massive structural

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shifts in the financial markets. The old FAA

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acronym is completely dead at this point. Financial

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analysts are heavily using the new acronym MANGOES

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instead today. That stands for Meta, Anthropic,

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NVIDIA, Google, OpenAI, and SpaceX. It perfectly

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captures the massive financial shift toward artificial

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intelligence dominance. And the sheer volume

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of money flowing into these companies is staggering.

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A startup called Moonshot AI is currently raising

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$2 billion. That represents a massive 50 % jump

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in their overall valuation. They were valued

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at $20 billion just one short month. It is a

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level of rapid capital accumulation we rarely

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ever see. But all that investment money has to

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buy actual physical hardware. They need these

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highly specific AI processing chips for 2028.

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And there is a massive shift happening in global

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chip manufacturing. Google and Nvidia are reportedly

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turning to Intel foundries right now. They are

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actively using Intel as a critical backup to

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TSMC. TSMC has historically dominated the entire

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global semiconductor chip manufacturing market.

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Why are Google and Nvidia suddenly looking at

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Intel for their 2028 chips instead of just sticking

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with TSMC? It largely comes down to intense geopolitical

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realities and sheer volume. Meaning they just

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cannot rely on one single factory anymore. Exactly.

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Relying entirely on a single foundry in Taiwan

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is incredibly risky. Right. Diversifying away

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from TSMC is basically a massive supply chain

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insurance policy. That is exactly what it is

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for these massive tech giants. Building a semiconductor

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foundry. It takes many billions of dollars in

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years. You absolutely cannot just spin up a new

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chip factory overnight. It requires massive clean

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rooms and incredibly complex photolithography

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machines today. But Taiwan sits in an incredibly

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precarious geopolitical hotspot right now. If

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those supply chains get disrupted, the entire

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AI industry halts completely. Google and Nvidia

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absolutely cannot afford that massive level of

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existential risk. So they are pouring massive

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resources into Intel's new domestic foundries.

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But the infrastructure... friction is not just

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about the physical semiconductor chips. We also

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have to deeply examine the massive software security

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vulnerabilities. Microsoft just had to surgically

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remove over 70 compromised GitHub repositories.

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Hackers actively slipped highly dangerous malware

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into these specific coding projects. These compromised

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projects were tied directly to automated AI coding

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tools. They specifically targeted automated agent

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platforms like Cloud Code and Gemini CLI. It

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shows how deeply vulnerable these automated development

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environments truly are. When AI agents write

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code, they often pull from open source libraries.

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If a hacker poisons that library, the AI blindly

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pulls the malware. And human developers are trusting

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these AI tools a bit too blindly. It is a massive

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structural security flaw in the modern coding

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ecosystem. This severe friction extends to the

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actual raw coding capabilities as well. A company

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called Cognition just released their new frontier

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code benchmark system. The absolute top frontier

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models currently score just 13 out of 100. That

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explicitly shows real -world enterprise coding

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still hits massive walls of friction. I still

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wrestle with prompt drift myself. Yeah, prompt

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drift is when an AI gradually loses focus on

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your original instructions. You ask the agent

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to fix a specific tiny front -end button issue.

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And suddenly it tries to rewrite your entire

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back -end database architecture instead. We are

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still very far from having completely autonomous

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software engineers. The agentic era is clearly

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here, but it is deeply. deeply messy. We have

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brilliant flashes of magic mixed with fundamental

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structural failures. It creates a very precarious

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foundation for our critical digital infrastructure

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today. And the mounting geopolitical tensions

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over chips just adds significantly more pressure.

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We are moving incredibly fast on deeply fragile

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underlying foundation systems. Which brings us

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to the biggest structural problem we collectively

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face. The catastrophic risks of this technology

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scaling without proper safety guardrails. Be

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sponsored. Before the break, we analyzed intense

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geopolitical hardware chip supply tensions. And

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we looked at those massive automated GitHub malware

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security breaches. These structural software

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issues lead directly into the broader macro risk

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landscape. We have blistering capability growth

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actively colliding with terrible structural dangers.

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MIT FutureTech just released a deeply unsettling

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new AI blueprint today. They comprehensively

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surveyed 272 leading international AI experts.

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The detailed findings are honestly enough to

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keep you awake tonight. They carefully analyzed

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24 major AI risks currently threatening our modern

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society. Experts critically believe 18 of those

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risks have catastrophic outcome potential. They

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assign a greater than 10 % chance to those catastrophic

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events. That explicitly means... hundred billion

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dollar damages or massive global societal disruption.

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And they predict these massive structural failures

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could easily happen by 2030. That is only a few

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short, highly volatile years away from us today.

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The top catastrophic risks they identified are

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incredibly specific and deeply concerning. They

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deeply worry about dangerous autonomous capabilities

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emerging in these frontier models. They highlight

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severe geopolitical competitive dynamics aggressively

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accelerating the global arms race. And they specifically

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warn about highly weaponized cyber attack capabilities

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rapidly expanding globally. Which links perfectly

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back to that recent Microsoft GitHub malware

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hack. The software vulnerabilities are already

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being actively exploited in the wild today. But

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the MIT study also revealed a massive, terrifying

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societal vulnerability gap. The people most deeply

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vulnerable to these catastrophic failures are

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everyday users. The general public absorbs the

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massive financial damage when vital... systems

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break. But the general purpose AI developers

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are the ones structurally responsible today.

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Government regulators also hold massive inherent

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responsibility for preventing these specific

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catastrophes. The critical crosshairs are currently

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aimed at information, finance and national security.

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Think about autonomous AI getting deeply embedded

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in critical financial decision making systems.

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If these AI tools get embedded in the financial

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sector and fail, who is actually left holding

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the bag? Well, the MIT study clearly shows the

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general public takes the massive hit. Wait, really?

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The public takes the hit? Yeah. While developers

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and regulators are responsible, they lack financial

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incentives to slow down. So every day people

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suffer. But tech developers and government regulators

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hold the actual responsibility. That is the tragic,

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undeniable reality of this massive, glaring accountability

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gap. The underlying structural dilemma here is

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incredibly difficult to solve quickly. Any tech

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company that deliberately slows down for safety

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takes a massive hit. They immediately lose massive

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competitive ground in a violently red hot market.

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Absent strict external government rules, slowing

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down is essentially financial suicide today.

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Developers have deep structural and financial

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reasons not to prioritize vital risk mitigation.

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This perfectly explains Anthropic's highly specific

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approach to the recent Fable release. Ampropic

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purposefully put a massive safety guardrail system

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on Claude Fable 5. They have loudly warned everyone

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about severe recursive self -improvement dangers

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very recently. An AI system continuously making

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itself smarter without human help. So if you

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prompt Fable 5 with highly sensitive or dangerous

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topics. The model will actually actively hard

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block your specific request right away. It automatically

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routes your session straight back to the safer

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Opus model. To legally use Fable 5, you also

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face a mandatory data retention policy. You must

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formally agree to a strict 30 -day data retention

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window. Anthropic explicitly promises not to

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train future models on that retained user data.

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But they absolutely need the logs to actively

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monitor for dangerous emergent behavior. Meanwhile,

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the completely unrestricted, deeply powerful

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version is called Claude Mythos 5. But Anthropic

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intentionally locked that specific model away

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behind heavily closed doors. It is currently

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only available for highly approved, heavily vetted

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security partners now. They are actively taking

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a massive, deliberate financial hit to ensure

00:13:49.350 --> 00:13:51.590
global safety. They essentially built the fastest

00:13:51.590 --> 00:13:54.549
car but permanently locked the top gear. Because

00:13:54.549 --> 00:13:56.669
they clearly know the regulatory brakes on the

00:13:56.669 --> 00:13:59.159
broader industry are failing. It is a fascinating,

00:13:59.360 --> 00:14:02.340
rare, real -world example of prioritizing structural

00:14:02.340 --> 00:14:05.200
safety first. But they are largely acting completely

00:14:05.200 --> 00:14:08.000
alone in this highly specific, cautious approach.

00:14:08.340 --> 00:14:11.120
Most corporate competitors are just blindly racing

00:14:11.120 --> 00:14:14.279
toward maximum capability and profit. And Fropic

00:14:14.279 --> 00:14:16.740
has always actively branded themselves as the

00:14:16.740 --> 00:14:20.570
premier safety -first AI lab. They famously split

00:14:20.570 --> 00:14:23.889
off from OpenAI years ago over fundamental core

00:14:23.889 --> 00:14:26.909
safety disagreements. So releasing a highly capable

00:14:26.909 --> 00:14:30.289
autonomous model like Fable 5 is deeply risky.

00:14:30.450 --> 00:14:32.509
They truly had to thread a nearly impossible

00:14:32.509 --> 00:14:35.570
corporate and ethical needle here. The mandatory

00:14:35.570 --> 00:14:38.230
30 -day enterprise data retention policy is a

00:14:38.230 --> 00:14:40.970
truly perfect example. Most massive enterprise

00:14:40.970 --> 00:14:43.509
users absolutely hate corporate data retention

00:14:43.509 --> 00:14:45.809
policies today. They desperately want complete

00:14:45.809 --> 00:14:48.490
privacy and zero data logging for internal...

00:14:48.590 --> 00:14:50.690
corporate security. But Anthropic stubbornly

00:14:50.690 --> 00:14:53.450
insists on keeping those specific user logs for

00:14:53.450 --> 00:14:56.850
30 days. They need to actively monitor for extremely

00:14:56.850 --> 00:14:59.429
dangerous emergent capabilities developing online.

00:14:59.879 --> 00:15:01.600
They are specifically looking for terrifying

00:15:01.600 --> 00:15:03.960
signs of biological weapons research queries

00:15:03.960 --> 00:15:06.480
happening. Or highly automated, deeply destructive

00:15:06.480 --> 00:15:09.100
cyber warfare scripts being actively generated

00:15:09.100 --> 00:15:11.559
by their models. Think about the sheer terrifying

00:15:11.559 --> 00:15:15.340
scale of $100 billion in damages. That isn't

00:15:15.340 --> 00:15:18.220
just a tiny, easily ignored blip in the global

00:15:18.220 --> 00:15:20.899
financial market. That represents massive global

00:15:20.899 --> 00:15:24.399
job losses and entirely decimated corporate pension

00:15:24.399 --> 00:15:27.340
funds. And a 10 % chance is practically playing

00:15:27.340 --> 00:15:29.279
Russian roulette with the economy. You would

00:15:29.279 --> 00:15:31.700
never voluntarily board an airplane with a 10

00:15:31.700 --> 00:15:34.039
% crash rate. But we are currently strapping

00:15:34.039 --> 00:15:37.299
our entire global economy to this exact rocket.

00:15:37.500 --> 00:15:39.500
And the ambitious people building the massive

00:15:39.500 --> 00:15:42.639
rocket currently have no real brakes. Two secs

00:15:42.639 --> 00:15:45.059
silence. If we logically pull back and look at

00:15:45.059 --> 00:15:47.340
the broader big picture today. We are living

00:15:47.340 --> 00:15:50.840
in a deeply profound jarring split screen reality

00:15:50.840 --> 00:15:54.159
right now. On one side we have. deeply magical,

00:15:54.440 --> 00:15:57.299
fully autonomous software coding agents. They

00:15:57.299 --> 00:16:00.019
are completely rebuilding complex web applications

00:16:00.019 --> 00:16:02.779
entirely from visual scratch today. We have a

00:16:02.779 --> 00:16:06.100
violently red -hot mangoes economy that is basically

00:16:06.100 --> 00:16:08.529
printing infinite money. But on the other darker

00:16:08.529 --> 00:16:11.389
side, we face a deeply terrifying structural

00:16:11.389 --> 00:16:14.350
gap. We have a massive, currently unaddressed

00:16:14.350 --> 00:16:16.929
structural safety and global accountability gap.

00:16:17.029 --> 00:16:19.470
Actively slowing down to implement crucial safety

00:16:19.470 --> 00:16:22.149
guardrails takes immense corporate courage today.

00:16:22.470 --> 00:16:25.350
Anthropic, courageously restricted Mythos 5,

00:16:25.590 --> 00:16:28.830
but willingly took a massive financial hit. This

00:16:28.830 --> 00:16:31.269
dangerous competitive dynamic leaves our most

00:16:31.269 --> 00:16:34.250
critical financial and national security sectors

00:16:34.250 --> 00:16:37.370
vulnerable. Completely vulnerable to massive,

00:16:37.409 --> 00:16:40.269
highly catastrophic global risks by the year

00:16:40.269 --> 00:16:43.169
2030. The fundamental corporate incentive structures

00:16:43.169 --> 00:16:46.250
are completely misaligned with long -term human

00:16:46.250 --> 00:16:48.909
survival today. Which ultimately leaves you with

00:16:48.909 --> 00:16:51.490
a deeply unsettling, highly provocative question

00:16:51.490 --> 00:16:54.330
to ponder. Taking a severe competitive financial

00:16:54.330 --> 00:16:56.970
hit is currently the only reward for safety.

00:16:57.169 --> 00:16:59.769
And external federal government regulations are

00:16:59.769 --> 00:17:02.190
historically moving far too slowly today. Will

00:17:02.190 --> 00:17:04.829
it necessarily take the first $100 billion global

00:17:04.829 --> 00:17:07.930
financial market crash? Or perhaps a massive,

00:17:07.970 --> 00:17:10.630
deeply weaponized global political disinformation

00:17:10.630 --> 00:17:13.710
event soon? To finally force the entire global

00:17:13.710 --> 00:17:16.190
AI industry's brake pedal straight to the floor.

00:17:16.410 --> 00:17:19.029
It is a truly terrifying, sobering thought to

00:17:19.029 --> 00:17:21.539
leave hanging in the air. Thank you so much for

00:17:21.539 --> 00:17:23.960
taking this fascinating deep dive with us today.

00:17:24.119 --> 00:17:26.400
We always deeply appreciate you thoughtfully

00:17:26.400 --> 00:17:28.900
exploring these complex technical topics with

00:17:28.900 --> 00:17:32.440
us. Stay intensely curious, and we will definitely

00:17:32.440 --> 00:17:33.700
see you on the next one.
