WEBVTT

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Welcome to the AI Chat Podcast. I'm your host,

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Jaden Schaefer. Every day I cover cutting -edge

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AI news and talk with the leaders behind it,

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breaking down what it means for your life and

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business. Welcome to the podcast. Today on the

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show, OpenAI is limiting the GPT -5 .6 rollout

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because the government has requested that they

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push it back while they test it out. Because

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of that, Europe is pushing AI sovereignty because

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Trump is doing export controls on Fable 5. And

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now we have OpenAI GPT 5 .6 that they say they

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need to test before it can go out to the world.

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And also we have a company called Patronus AI

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that just raised $50 million to stress test AI

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agents in simulated worlds. So again, we're having

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this thing where these models are super powerful

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that are coming out and the government says,

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hey, let us look over them. And we have these

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new companies that are raising money to stress

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test them. OpenAI is going to be shipping GPT

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5 .6 in three different tiers, and they're going

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to be undercutting Claude on price, which I think

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is important given parts of their mission. And

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Micron, a new company, is overtaking Meta and

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Tesla in market valuation because AI memory demand

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is just exploding. And when I say new company,

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this is a new company, but it's a new company

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for many people in the zeitgeist where we're

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starting to talk about it because of how important

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it is to the supply chain. Let's get into what's

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going on with OpenAI. And speaking of OpenAI,

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if you've ever wanted to use... chat gpt but

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you're like man i wish it could do audio generation

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right inside of it or you're like shoot i'm you

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know really bummed that chat gpt is getting rid

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of sore their video model and you want to use

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google vo3 inside of it or perhaps you use claude

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and you're like man why doesn't claude do video

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image or audio i would love for you to try out

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my own startup aibox .ai we have a new mcp connection

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that you can connect into into your claude into

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your chat gpt or into your gemini and give it

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access to over 80 different ai models right inside

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of whatever the workstation you use and whatever

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AI model you're the most familiar with. I love

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it because when I'm using Claude, it's super

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annoying that it doesn't generate images. And

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I frequently have to go over to chat GPT and

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generate the images over there. So I've actually

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been able to create some tools on AI box, some

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image generation boxes for different projects

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I have. And inside of cloud, I just tell it to

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go use AI box and call the tool that I've created

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and it can generate the images and it gives me

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a link right inside of cloud. So if you want

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to give cloud access to generating images, audio,

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and video, go check out the AI box MCP. It's

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$8 .99 a month. So it's less than 10 bucks, less

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than ChatGPT or any of the other subscriptions.

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And by the way, you can basically use it to replace

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ChatGPT or Gemini or any. thing. It has 80 plus

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different models. It has Grok, it has Mistral,

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it has tons of cool open source models for audio

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image and music. Go check it out, AIbox .ai slash

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MCP. Okay, let's get into what's going on with

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OpenAI. The biggest news here, of course, everyone's

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talking about the fact that the government is

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forcing them to not roll out the latest model,

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GBT 5 .6. They're arguing that this should be

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temporary. This is coming because Washington

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right now is really tightening their oversight

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on a lot of these different AI models i think

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anthropic had the biggest pullback because it

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released fable 5 before um you know and the government

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was like hey look you can't let anyone with foreign

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access get that and anthropic was like hey look

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we think this is a big misunderstanding you guys

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shouldn't be regulating us what's interesting

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is we also have anthropic that just last week

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uh but put out a report just a few days ago put

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out a report to you know some government agency

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where they're like hey look alibaba over in china

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did a model distillation attack on us with like

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20 million messages to our model they made 25

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thousand fake accounts and they did 20 million

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messages and they're going to use those messages

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to train their model for way cheaper and this

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is dangerous yada yada and then they're like

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they're like well i don't know why you know the

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government is trying to not let us roll out fable

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5 well obviously the government's worried that

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when fable 5 gets out alibaba is going to go

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and uh you know or and not just alibaba they're

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probably a i mean semi good actor in this i don't

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know but there's probably a lot of other bad

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actors that could do the same model distillation

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attack they could do fable 5 or anything So Anthropica

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has two sides of the messaging. They're like,

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look, our models are so good. They're going to.

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destroy the world. And then they're like, whoa,

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why are we being regulated? Anyways, so now we

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have this environment where the government thinks

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it can decide what models are good and bad. And

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maybe they can, maybe they can't. I don't know.

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A lot of people have different opinions on that.

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GPT 5 .6 costs about $5 per million input tokens

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and $30 per million output tokens. Terra, which

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is their next one. So they have three, sorry,

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they have three tiers. They got Sol, Terra, and

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Luna. Sol is the $5. Terra is $2 .50, and it

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is then $15, and then Luna is $1 and $6. So Luna

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is the cheapest, Sol is the best. OpeningEye

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says that Sol basically matches Anthropic Clawed

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Mythos 5 on coding, and they say that they're

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using a third of the tokens, of the output tokens,

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to build things. They have safety guardrails,

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and they say that's all inside of the core model

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behavior rather than adding this as a separate

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filter. So with Anthropic, they're like, look,

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we have Mythos 5. It's super dangerous, but we're

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going to add all these guardrails on top of it.

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It'll be fine. And OpenAI says, look, we already

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built the guardrails inside the model, so you

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don't need to do that. I mean, is it true? Well,

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time will tell, right? Is anyone able to hack

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it? We'll find out. But they're saying that it's

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just as good as the Mythos 5 model. And they

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say that it is one third fewer output tokens,

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which would be incredible if it's actually. cheaper

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and more efficient. A recent Trump executive

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order required all furniture companies to submit

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models for government review up to 30 days before

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they release. There was no defined safety standards

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specified there. So anyways, again, just a lot

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of drama on that. And because of all that drama,

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Europe is now pushing for AI sovereignty. Trump

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put in these expert controls and France just

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secured a hundred billion euros in AI infrastructure

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pledges. This is anchored by SoftBank's $75 billion

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data center bet that they're making right now

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inside of Europe. Europe is, I think, getting,

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honestly, people make this like a big, huge,

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dramatic thing where they're like, oh, you know,

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the United States has betrayed Europe or whatever.

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And the US is just going to do what the US is

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going to do. I mean, we got all sorts of crazy

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stuff going on over here. And we also have all

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of the technology. At the end of the day, I think

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that sovereign AI is a fantastic thing. I think

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every country should focus on having their own

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data centers, their own power supply, their own

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AI models, and shouldn't be, you know, reliant

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on anyone else. So I think at the end of the

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day, this isn't a bad thing. This isn't like

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some big drama needs to happen just because Anthropos

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Claude. you know, Fable model got pulled because

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I think a lot of people are like, you know, the

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United States like betrayed Europe by pulling

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the Fable model from European users. I mean,

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they just pulled it from everyone in the whole

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world. And it seems like there's kind of a big

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policy debate that we're having over here. But

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in any case. I think that Sovereign AI models

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are fantastic. I'm excited that SoftBank is backing

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a bunch of those programs. Macron has this thing

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called Choose France. It's an initiative that

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they announced where they're going to be building

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a bunch of their own data centers. Fantastic.

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Anthropix single $65 billion fundraise exceeded

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the entire sum invested in all European and UK

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AI startups last year combined. So at the end

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of the day, there's all of these national programs

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that are going on, but there's still a drop in

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the bucket compared. to what just one company

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in the United States was able to raise. And then

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we have a lot of different companies. So I think

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at the end of the day, Europe should build out

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what they're focusing on. And I think that there's

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a lot of opportunity for new innovation to come

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out of these countries because they'll, you know,

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people will finally be funding national like

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AI, like I guess smaller AI companies for geo.

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geographic reasons rather than everyone just

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dumping more money into the mega caps, the open

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AI and the anthropic. So I'm excited to see more

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competition in the marketplace. One, so with

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all of this drama around these AI models, you

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know, coming out and how dangerous are they and

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how good are they? There's a new company called

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Patronus AI, and they just raised $50 million.

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It's their series B. And the way that what they're

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doing is they're trying to simulate digital worlds.

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So they're basically testing the new AI agents

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before they get deployed. You can imagine, right,

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the government was like, look, you got to give

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us 30 days. before you put it out. And in my

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mind, I'm like, what are you guys doing in 30

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days that you could possibly test these things?

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Apparently, Patronus AI could be an answer to

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that, where they're simulating the real world

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and they're taking these AI models and they're

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just telling them to wreak havoc and seeing what

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they could actually do. I mean, not really just

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wreak havoc, but they're trying to stress test

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it, right? So they're building a simulated world

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and letting it run there. Their revenue grew

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15x in the last year. There's a bunch of different

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AI labs that are trying to get these kind of...

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um testing's done and i think this is uh this

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is a great company that's working on it patronus

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has digital replicas of websites and internal

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systems where agents can train under reinforcement

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learning it's going to reward task completion

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and it's going to penalize errors so it's interesting

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right they have like you know, like when they

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say they've made a digital world, it's not like

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they've like a literal, it's not like, you know,

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Mark Zuckerberg's metaverse. They're making a

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world of computers and systems and code. And

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they've probably grabbed a whole bunch of open

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source projects, if I'm being honest, and spun

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up a lot of. You know, a lot of stuff where these

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models have to try to interact, get tasks done,

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to probably do penetration testing, that kind

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of stuff. So Notable Capital, Lightspeed, Datadog,

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Samsung, all of them joined Greenfield Partners

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in this round. And the total funding for this

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company is about $70 million. It was just founded

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in 2023. I'm excited to see where they go with

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this. A company called Micron has just overtaken

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Meta and Tesla in market value because of the

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crazy demand for AI memory. This is a problem

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basically for everyone. We just had Apple yesterday

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say that they're raising the prices on all MacBooks.

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by $100 MacBook Airs and then $300 on the MacBook

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Pros. And like basically everything's going up

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in price because there's this huge memory shortage

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everywhere, which is caused by AI. It's just

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like really explosive demand for high bandwidth

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memory or HBM. And this is of course used for

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AI training clusters. So something that a lot

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of people are bringing up is that this is basically

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showing. that memory and not just GPUs alone

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are now kind of gating or kind of like a constraint

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for the AI infrastructure build out. I think

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in the past, everyone was like, oh, man, how

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are we ever going to get enough GPUs from NVIDIA?

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And NVIDIA has like, you know, limits to how

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many they'll sell to a specific company. And

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that was kind of, I guess, the last couple of

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years, what everyone's been worried about. No

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longer is it GPUs. Now we're just literally running

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out of memory. And that's going to kind of hold

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back the AI infrastructure build out. So I think

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these suppliers that are really kind of have

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a bottleneck on the memory infrastructure are

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going to be making a ton of money. And Micron

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is one of them. And by the way, HBM is basically

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a custom, something that is custom engineered

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for NVIDIA accelerators, and it's sold under

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multi -year supply agreements. They sell this

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at a premium pricing that basically traditional

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DRAM can never get. So only three companies can

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actually manufacture HBM at scale. That's Micron.

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SK Hynix, which is, I believe, in Korea, and

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then also Samsung. And I believe SK Hynix is

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planning an IPO in the United States soon, or

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they're at least looking at this. And then Samsung.

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And so basically, there is some enormous price

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power for suppliers because there's this kind

00:11:12.970 --> 00:11:15.070
of two -year demand surge that's been coming.

00:11:15.129 --> 00:11:17.110
There's not a lot of suppliers that are able

00:11:17.110 --> 00:11:19.830
to make this. Meta and Tesla both, which are

00:11:19.830 --> 00:11:23.950
huge hyperscalers, now rank below the component

00:11:23.950 --> 00:11:26.840
supplier, Micron. which both of them are using,

00:11:26.919 --> 00:11:28.740
right? They're both dependent on Micron. But

00:11:28.740 --> 00:11:30.779
I think that just goes to show how much projected

00:11:30.779 --> 00:11:33.799
AI growth is tied to infrastructure. You know,

00:11:33.799 --> 00:11:35.039
they actually have to go buy this externally.

00:11:35.240 --> 00:11:37.940
And so it's incredible to see the run -up that

00:11:37.940 --> 00:11:39.620
Micron has been doing. Guys, thank you so much

00:11:39.620 --> 00:11:41.440
for joining the podcast today, for tuning in.

00:11:41.500 --> 00:11:43.500
If you learned anything new, if you enjoyed the

00:11:43.500 --> 00:11:45.700
episode, make sure to leave a rating and review

00:11:45.700 --> 00:11:48.360
wherever you get your podcasts. On Apple, leave

00:11:48.360 --> 00:11:50.799
a comment. I read them all. Drop some stars if

00:11:50.799 --> 00:11:52.559
there's any topics or companies you want covered

00:11:52.559 --> 00:11:55.000
or things you'd like me to talk about. about

00:11:55.000 --> 00:11:57.100
more and make sure to go check out AI box dot

00:11:57.100 --> 00:11:59.299
AI slash MCP. I'll leave a link in the description

00:11:59.299 --> 00:12:02.440
if you want to get images, audio and video inside

00:12:02.440 --> 00:12:05.480
of Claude or any of your other models. You can

00:12:05.480 --> 00:12:08.299
get access to over 80 different AI models inside

00:12:08.299 --> 00:12:11.360
whatever AI tool or whatever AI model you're

00:12:11.360 --> 00:12:13.100
using. All right. Thanks so much for tuning in.

00:12:13.159 --> 00:12:14.539
I'll catch you all in the next episode.
