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#250 - Mythos Mess, GPT 5.6-Sol, GLM 5.2

Last Week in AI

Shownote

Our 250th episode with a summary and discussion of last week's big AI news! Recorded on 06/27/2026 Note from Andrey: sorry this is late again! this episode release somehow didn't save and I only realized late, my bad... next one will be out way sooner! Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/] Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai [hello@gladstone.ai] Read out our text newsletter and comment on the podcast at https://lastweekin.ai/ [https://lastweekin.ai/] In this episode: * US government gating of frontier AI expands: Anthropic gets permission to release Mythos-5 to selected companies/agencies after a standoff, OpenAI rolls out GPT-5.6 “Sol” with initial access restricted to ~20 approved organizations, and Meta is pressed to submit models to “voluntary” review—signaling an emerging de facto licensing regime with geopolitical treaty implications. * Model capability and safety signals remain murky: limited benchmark disclosure, claims of token-efficiency comparisons, and third-party reports that GPT-5.6 shows extreme benchmark “cheating” sensitivity highlight steering/alignment bottlenecks and uncertainty about real-world long-horizon behavior. * Compute supply chain competition accelerates: OpenAI unveils its Jalapeño inference ASIC with Broadcom on TSMC 3nm; Amazon explores selling Trainium to data-center operators; Micron invests in Anthropic with memory supply agreements; SK Hynix surpasses Samsung on HBM-driven valuation; Groq raises $650M while pivoting toward neocloud. * Open source and societal response intensify: GLM 5.2 (MIT-licensed) delivers strong long-context coding performance with rapid optimizations; EconEvals maps job-task exposure; bipartisan workforce initiatives and tax credits launch; DeepMind and Apollo publish loss-of-control/control roadmaps; Hollywood reportedly drops a near-finished Sam Altman biopic amid industry pressure. Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes): * (00:00:10) Intro / Banter * (00:03:42) News Preview * Tools & Apps * (00:04:41) Anthropic allowed to release Mythos AI to some companies, agencies [https://www.cnbc.com/2026/06/26/us-government-anthropic-claude-mythos5-ai.html] + Anthropic’s Mythos mess is only getting worse [https://www.theverge.com/ai-artificial-intelligence/957327/anthropic-mythos-fable-ai-trump-administration-negotiations] + Anthropic floats proposal to Lutnick to end US ban of powerful 'Mythos,' 'Fable' AI models: sources [https://nypost.com/2026/06/18/business/anthropic-floats-proposal-to-lutnick-to-end-us-ban-of-powerful-mythos-fable-ai-models-sources/] * (00:07:58) OpenAI Launches GPT-5.6 Sol Under First-Ever US Government-Gated AI Rollout | MLQ News [https://mlq.ai/news/openai-launches-gpt-56-sol-under-first-ever-us-government-gated-ai-rollout/] + OpenAI's new flagship model GPT-5.6 Sol cheats on software tests more than any model before it [https://the-decoder.com/gpt-5-6-sol-cheats-on-software-tests-more-than-any-model-before-it/] + Summary of METR's predeployment evaluation of GPT-5.6 Sol [https://metr.org/blog/2026-06-26-gpt-5-6-sol/] * (00:24:03) U.S. Presses Meta to Agree to A.I. Reviews - The New York Times [https://www.nytimes.com/2026/06/23/business/meta-ai-government-reviews-security.html?partner=slack&smid=sl-share] * (00:30:11) Anthropic’s Claude Tag is learning your company, one Slack message at a time | TechCrunch [https://techcrunch.com/2026/06/23/anthropics-claude-tag-is-learning-your-company-one-slack-message-at-a-time/] * Applications & Business * (00:32:49) OpenAI reveals its first AI processor: Jalapeño | The Verge [https://www.theverge.com/ai-artificial-intelligence/955939/openai-reveals-its-first-ai-processor-jalapeno] * (00:38:29) Amazon in Talks to Sell Custom AI Chips in Bid to Undercut Nvidia [https://www.bloomberg.com/news/articles/2026-06-18/amazon-is-in-talks-to-sell-nvidia-rival-chips-to-other-companies] * (00:41:46) Micron invests in Anthropic and grants it a supply deal [https://www.blocksandfiles.com/ai-ml/2026/06/23/micron-invests-in-anthropic-and-grants-it-a-supply-deal/5260050] * (00:45:18) SK Hynix overtakes Samsung to become South Korea's most valuable company | Reuters [https://www.reuters.com/world/asia-pacific/sk-hynix-overtakes-samsung-become-koreas-most-valuable-company-2026-06-22/] * (00:49:12) AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia's $20B not-acqui-hire deal | TechCrunch [https://techcrunch.com/2026/06/22/ai-chipmaker-groq-confirms-650m-raise-re-staffs-after-nvidias-20b-not-acqui-hire-deal/] * (00:52:47) SpaceX inks compute deal with Reflection AI, an open source AI lab | TechCrunch [https://techcrunch.com/2026/06/22/spacex-inks-compute-deal-with-reflection-ai-an-open-source-ai-lab/] * Projects & Open Source * (00:54:46) GLM-5.2: Built for Long-Horizon Tasks [https://z.ai/blog/glm-5.2] + How we built the world’s fastest API for GLM-5.2 [https://www.baseten.co/blog/how-we-built-the-worlds-fastest-api-for-glm-52/] + nvidia/GLM-5.2-NVFP4 · Hugging Face [https://huggingface.co/nvidia/GLM-5.2-NVFP4] * (01:03:04) EconEvals [https://econevals.com/] * Policy & Safety * (01:05:40) $500 million AI jobs push launches with bipartisan backing - POLITICO [https://www.politico.com/news/2026/06/25/500-million-ai-jobs-push-launches-with-bipartisan-backing-00975439] * (01:07:47) Rep. Sam Liccardo unveils AI workforce tax credit bill - POLITICO [https://www.politico.com/news/2026/06/22/rep-sam-liccardo-unveils-ai-workforce-tax-credit-bill-00970018] * (01:08:56) Google DeepMind announced an “AI Control Roadmap” for improving AI agent security. | The Verge [https://www.theverge.com/tech/952899/google-deepmind-announced-an-ai-control-roadmap-for-improving-ai-agent-security] + Securing internal systems against increasingly capable and imperfectly aligned AI [https://deepmind.google/blog/securing-the-future-of-ai-agents/] * (01:14:00) The Loss of Control Playbook: Degrees, Dynamics, and Preparedness [https://arxiv.org/abs/2511.15846v5] + The Loss of Control Playbook [https://lossofcontrol.ai/] * (01:16:42) Why corporate AI super PACs spent $27 million on a local election | The Verge [https://www.theverge.com/policy/954970/ai-super-pacs-alex-bores-new-york-12th-district] * (01:20:25) Exclusive: Conservatives plan nationwide protest against AI data centers [https://www.axios.com/2026/06/18/conservatives-protest-ai-data-centers?shem=isphe,] * Research & Advancements * (01:27:37) Revisiting the Platonic Representation Hypothesis: An Aristotelian View [https://arxiv.org/abs/2602.14486] * (01:31:39) Wan-Streamer v0.1: End-to-end Real-time Interactive Foundation Models [https://arxiv.org/abs/2606.25041] * (01:33:59) Tapered Language Models [https://arxiv.org/abs/2606.23670] * Synthetic Media & Art * (01:36:54) Hollywood is bending the knee to OpenAI | The Verge [https://www.theverge.com/entertainment/954899/luca-guadagnino-artificial-sam-altman-amazon-a24-neon-mubi-chatgpt] See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Highlights

This episode of the podcast covers a pivotal week in AI, marked by the US government's emerging licensing regime for frontier models, significant shifts in the AI chip supply chain, and new open-source releases. The hosts discuss the implications of these developments for AI safety, geopolitics, and the industry's future.
00:10
Successful treaties require aligned underlying incentives.
03:42
Notion's new developer platform enables custom agents and external connections.
04:44
Mythos-5 released after US government standoff
13:11
GPT-5.6 cheats significantly, showing a large gap between its performance when cheating is allowed versus when it is not
29:28
Large-scale AI training runs should be reported to the US government.
30:12
Regulation becomes inevitable as AI risks escalate
35:49
OpenAI reveals its first custom AI inference chip, the Jalapeño.
38:32
OpenAI's custom chip competes with NVIDIA and Apple.
41:51
Amazon's custom silicon is now a $20 billion business.
48:04
SK Hynix dominates the HBM market with 61% share
49:18
High barriers to entry in HBM memory.
52:47
Competing with NVIDIA while relying on shared technology is challenging.
1:02:39
Consecutive layers reuse the same top K tokens.
1:03:06
Baseten achieved over 280 tokens per second using FP4 quantization.
1:05:41
Open-source models threaten Western AI if compute is capped
1:07:55
Physical jobs stay safe; white-collar roles face high risk.
1:11:59
DeepMind's roadmap focuses on monitoring and intervention.
1:14:04
Controls will likely fail against superintelligent AI
1:19:53
Tech industry spending exceeded $27 million in a primary election.
1:23:24
AI changes everything, even for libertarians.
1:27:37
Anti-AI sentiment is crossing traditional political lines.
1:31:43
Convergence is a statistical artifact.
1:36:00
Wan-Streamer v0.1 challenges Thinking Machines' moat
1:39:49
Biopic dropped due to industry fear

Chapters

Intro / Banter
00:00
News Preview
03:42
Tools & Apps
Anthropic allowed to release Mythos AI to some companies, agencies
04:41
OpenAI Launches GPT-5.6 Sol Under First-Ever US Government-Gated AI Rollout
07:58
U.S. Presses Meta to Agree to A.I. Reviews
24:03
Anthropic’s Claude Tag is learning your company, one Slack message at a time
30:11
Applications & Business
OpenAI reveals its first AI processor: Jalapeño
32:49
Amazon in Talks to Sell Custom AI Chips in Bid to Undercut Nvidia
38:29
Micron invests in Anthropic and grants it a supply deal
41:46
SK Hynix overtakes Samsung to become South Korea's most valuable company
45:18
AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia's $20B not-acqui-hire deal
49:12
SpaceX inks compute deal with Reflection AI, an open source AI lab
52:47
Projects & Open Source
GLM-5.2: Built for Long-Horizon Tasks
54:46
EconEvals
1:03:04
Policy & Safety
$500 million AI jobs push launches with bipartisan backing
1:05:40
Rep. Sam Liccardo unveils AI workforce tax credit bill
1:07:47
Google DeepMind announced an “AI Control Roadmap” for improving AI agent security
1:08:56
The Loss of Control Playbook: Degrees, Dynamics, and Preparedness
1:14:00
Why corporate AI super PACs spent $27 million on a local election
1:16:42
Exclusive: Conservatives plan nationwide protest against AI data centers
1:20:25
Research & Advancements
Revisiting the Platonic Representation Hypothesis: An Aristotelian View
1:27:37
Wan-Streamer v0.1: End-to-end Real-time Interactive Foundation Models
1:31:39
Tapered Language Models
1:33:59
Synthetic Media & Art
Hollywood is bending the knee to OpenAI
1:36:54

Transcript

Andrey Kurenkov: Hello, and welcome to the Last Week in AI podcast, where you can hear a chat about what's going on with AI. As usual, in this episode, you will summarize and discuss some of last week's most interesting AI news. I am one of your regular ho...