Welcome to the AI Chat Podcast. I'm your host,
Jaden Schaefer. Every day I cover cutting -edge
AI news and talk with the leaders behind it,
breaking down what it means for your life and
business. Welcome to the podcast. Today on the
show, OpenAI is limiting the GPT -5 .6 rollout
because the government has requested that they
push it back while they test it out. Because
of that, Europe is pushing AI sovereignty because
Trump is doing export controls on Fable 5. And
now we have OpenAI GPT 5 .6 that they say they
need to test before it can go out to the world.
And also we have a company called Patronus AI
that just raised $50 million to stress test AI
agents in simulated worlds. So again, we're having
this thing where these models are super powerful
that are coming out and the government says,
hey, let us look over them. And we have these
new companies that are raising money to stress
test them. OpenAI is going to be shipping GPT
5 .6 in three different tiers, and they're going
to be undercutting Claude on price, which I think
is important given parts of their mission. And
Micron, a new company, is overtaking Meta and
Tesla in market valuation because AI memory demand
is just exploding. And when I say new company,
this is a new company, but it's a new company
for many people in the zeitgeist where we're
starting to talk about it because of how important
it is to the supply chain. Let's get into what's
going on with OpenAI. And speaking of OpenAI,
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MCP. Okay, let's get into what's going on with
OpenAI. The biggest news here, of course, everyone's
talking about the fact that the government is
forcing them to not roll out the latest model,
GBT 5 .6. They're arguing that this should be
temporary. This is coming because Washington
right now is really tightening their oversight
on a lot of these different AI models i think
anthropic had the biggest pullback because it
released fable 5 before um you know and the government
was like hey look you can't let anyone with foreign
access get that and anthropic was like hey look
we think this is a big misunderstanding you guys
shouldn't be regulating us what's interesting
is we also have anthropic that just last week
uh but put out a report just a few days ago put
out a report to you know some government agency
where they're like hey look alibaba over in china
did a model distillation attack on us with like
20 million messages to our model they made 25
thousand fake accounts and they did 20 million
messages and they're going to use those messages
to train their model for way cheaper and this
is dangerous yada yada and then they're like
they're like well i don't know why you know the
government is trying to not let us roll out fable
5 well obviously the government's worried that
when fable 5 gets out alibaba is going to go
and uh you know or and not just alibaba they're
probably a i mean semi good actor in this i don't
know but there's probably a lot of other bad
actors that could do the same model distillation
attack they could do fable 5 or anything So Anthropica
has two sides of the messaging. They're like,
look, our models are so good. They're going to.
destroy the world. And then they're like, whoa,
why are we being regulated? Anyways, so now we
have this environment where the government thinks
it can decide what models are good and bad. And
maybe they can, maybe they can't. I don't know.
A lot of people have different opinions on that.
GPT 5 .6 costs about $5 per million input tokens
and $30 per million output tokens. Terra, which
is their next one. So they have three, sorry,
they have three tiers. They got Sol, Terra, and
Luna. Sol is the $5. Terra is $2 .50, and it
is then $15, and then Luna is $1 and $6. So Luna
is the cheapest, Sol is the best. OpeningEye
says that Sol basically matches Anthropic Clawed
Mythos 5 on coding, and they say that they're
using a third of the tokens, of the output tokens,
to build things. They have safety guardrails,
and they say that's all inside of the core model
behavior rather than adding this as a separate
filter. So with Anthropic, they're like, look,
we have Mythos 5. It's super dangerous, but we're
going to add all these guardrails on top of it.
It'll be fine. And OpenAI says, look, we already
built the guardrails inside the model, so you
don't need to do that. I mean, is it true? Well,
time will tell, right? Is anyone able to hack
it? We'll find out. But they're saying that it's
just as good as the Mythos 5 model. And they
say that it is one third fewer output tokens,
which would be incredible if it's actually. cheaper
and more efficient. A recent Trump executive
order required all furniture companies to submit
models for government review up to 30 days before
they release. There was no defined safety standards
specified there. So anyways, again, just a lot
of drama on that. And because of all that drama,
Europe is now pushing for AI sovereignty. Trump
put in these expert controls and France just
secured a hundred billion euros in AI infrastructure
pledges. This is anchored by SoftBank's $75 billion
data center bet that they're making right now
inside of Europe. Europe is, I think, getting,
honestly, people make this like a big, huge,
dramatic thing where they're like, oh, you know,
the United States has betrayed Europe or whatever.
And the US is just going to do what the US is
going to do. I mean, we got all sorts of crazy
stuff going on over here. And we also have all
of the technology. At the end of the day, I think
that sovereign AI is a fantastic thing. I think
every country should focus on having their own
data centers, their own power supply, their own
AI models, and shouldn't be, you know, reliant
on anyone else. So I think at the end of the
day, this isn't a bad thing. This isn't like
some big drama needs to happen just because Anthropos
Claude. you know, Fable model got pulled because
I think a lot of people are like, you know, the
United States like betrayed Europe by pulling
the Fable model from European users. I mean,
they just pulled it from everyone in the whole
world. And it seems like there's kind of a big
policy debate that we're having over here. But
in any case. I think that Sovereign AI models
are fantastic. I'm excited that SoftBank is backing
a bunch of those programs. Macron has this thing
called Choose France. It's an initiative that
they announced where they're going to be building
a bunch of their own data centers. Fantastic.
Anthropix single $65 billion fundraise exceeded
the entire sum invested in all European and UK
AI startups last year combined. So at the end
of the day, there's all of these national programs
that are going on, but there's still a drop in
the bucket compared. to what just one company
in the United States was able to raise. And then
we have a lot of different companies. So I think
at the end of the day, Europe should build out
what they're focusing on. And I think that there's
a lot of opportunity for new innovation to come
out of these countries because they'll, you know,
people will finally be funding national like
AI, like I guess smaller AI companies for geo.
geographic reasons rather than everyone just
dumping more money into the mega caps, the open
AI and the anthropic. So I'm excited to see more
competition in the marketplace. One, so with
all of this drama around these AI models, you
know, coming out and how dangerous are they and
how good are they? There's a new company called
Patronus AI, and they just raised $50 million.
It's their series B. And the way that what they're
doing is they're trying to simulate digital worlds.
So they're basically testing the new AI agents
before they get deployed. You can imagine, right,
the government was like, look, you got to give
us 30 days. before you put it out. And in my
mind, I'm like, what are you guys doing in 30
days that you could possibly test these things?
Apparently, Patronus AI could be an answer to
that, where they're simulating the real world
and they're taking these AI models and they're
just telling them to wreak havoc and seeing what
they could actually do. I mean, not really just
wreak havoc, but they're trying to stress test
it, right? So they're building a simulated world
and letting it run there. Their revenue grew
15x in the last year. There's a bunch of different
AI labs that are trying to get these kind of...
um testing's done and i think this is uh this
is a great company that's working on it patronus
has digital replicas of websites and internal
systems where agents can train under reinforcement
learning it's going to reward task completion
and it's going to penalize errors so it's interesting
right they have like you know, like when they
say they've made a digital world, it's not like
they've like a literal, it's not like, you know,
Mark Zuckerberg's metaverse. They're making a
world of computers and systems and code. And
they've probably grabbed a whole bunch of open
source projects, if I'm being honest, and spun
up a lot of. You know, a lot of stuff where these
models have to try to interact, get tasks done,
to probably do penetration testing, that kind
of stuff. So Notable Capital, Lightspeed, Datadog,
Samsung, all of them joined Greenfield Partners
in this round. And the total funding for this
company is about $70 million. It was just founded
in 2023. I'm excited to see where they go with
this. A company called Micron has just overtaken
Meta and Tesla in market value because of the
crazy demand for AI memory. This is a problem
basically for everyone. We just had Apple yesterday
say that they're raising the prices on all MacBooks.
by $100 MacBook Airs and then $300 on the MacBook
Pros. And like basically everything's going up
in price because there's this huge memory shortage
everywhere, which is caused by AI. It's just
like really explosive demand for high bandwidth
memory or HBM. And this is of course used for
AI training clusters. So something that a lot
of people are bringing up is that this is basically
showing. that memory and not just GPUs alone
are now kind of gating or kind of like a constraint
for the AI infrastructure build out. I think
in the past, everyone was like, oh, man, how
are we ever going to get enough GPUs from NVIDIA?
And NVIDIA has like, you know, limits to how
many they'll sell to a specific company. And
that was kind of, I guess, the last couple of
years, what everyone's been worried about. No
longer is it GPUs. Now we're just literally running
out of memory. And that's going to kind of hold
back the AI infrastructure build out. So I think
these suppliers that are really kind of have
a bottleneck on the memory infrastructure are
going to be making a ton of money. And Micron
is one of them. And by the way, HBM is basically
a custom, something that is custom engineered
for NVIDIA accelerators, and it's sold under
multi -year supply agreements. They sell this
at a premium pricing that basically traditional
DRAM can never get. So only three companies can
actually manufacture HBM at scale. That's Micron.
SK Hynix, which is, I believe, in Korea, and
then also Samsung. And I believe SK Hynix is
planning an IPO in the United States soon, or
they're at least looking at this. And then Samsung.
And so basically, there is some enormous price
power for suppliers because there's this kind
of two -year demand surge that's been coming.
There's not a lot of suppliers that are able
to make this. Meta and Tesla both, which are
huge hyperscalers, now rank below the component
supplier, Micron. which both of them are using,
right? They're both dependent on Micron. But
I think that just goes to show how much projected
AI growth is tied to infrastructure. You know,
they actually have to go buy this externally.
And so it's incredible to see the run -up that
Micron has been doing. Guys, thank you so much
for joining the podcast today, for tuning in.
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I'll catch you all in the next episode.