Episode
Why AI Is Now a War Over Chips, Capital, and Control
- Published
- May 25, 2026
- Duration seconds
- 1957
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Summary
Anthropic is voluntarily briefing the Financial Stability Board on a frontier model they haven't released yet — which is either a responsible act of self-regulation or a preview of just how serious they think the risk is. In this episode, Jeremy and Jason break down what Mythos actually represents, why the chip and capital arms race has locked out the people who built the internet's early open infrastructure, and what happens when powerful AI tools get cloned and weaponized before the guardrails transfer. They also get into the AI that lives in a picture frame and talks like your dead relatives — and the smart toilet that will text your family if you haven't used the bathroom by 9am. If you've been trying to track where AI is actually heading versus where it's being pitched as heading, this is the episode. Key Moments 00:00 — Anthropic voluntarily briefs the Financial Stability Board on an unreleased frontier model (Mythos) 02:45 — Jason: once a model like this releases, the 3–6 month clone window starts — and clones don't have guardrails 05:34 — The 90/10 split: 90% of US consumer spending comes from 10% of people — and AI is accelerating the gap 06:33 — Why used RAM now costs more than a 2019 server — the chip arms race, explained from a garage network 08:38 — State actors buying board seats in private AI companies: what happens when the government wants what you built 14:03 — The FUD problem: why every attempt to understand AI gets buried in confusion and confirmation bias 15:43 — The AI picture frame: a company called Vinabot lets you hang a photo of a dead relative and have a live conversation with it 19:46 — Jason on digital identity: the version of you that gets uploaded is the masked version — not who you actually are 26:06 — Jeremy: Claude is 'naturally' pushi…