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THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute

This podcast episode covers a range of recent developments in AI, including the return of Anthropic's Fable 5 model after a brief ban, new research from Meta on brain-to-text decoding, and strategic shifts at major AI labs like OpenAI and Meta. The hosts also discuss breakthroughs in inference hardware and the current state of robotics, both in the home and in industry.
Anthropic's Fable 5 is back with new safeguards, impressing hosts with its reasoning and creative abilities. The company also released Sonnet 5, a distilled model, and Claude Science for research. Meta demonstrated a brain-to-text decoder with 61% accuracy, while also pivoting to selling compute infrastructure. OpenAI is reportedly offering the US government a stake and has achieved a 50% reduction in inference costs. Etched exited stealth with a low-voltage chip that threatens NVIDIA's dominance, using 75% less power. A viral tweet about a memory efficiency breakthrough caused a market dip, but the hosts view it as an overreaction. On robotics, the hosts are skeptical of near-term home humanoids but bullish on industrial and last-mile delivery applications.
00:00
00:00
Anthropic's Fable 5 model is back.
03:14
03:14
Fable 5 returns with new safeguards
10:37
10:37
Combining Fable 5 with Claude Science yields significant technological innovation
11:34
11:34
61% word accuracy with non-invasive electrodes.
16:37
16:37
Meta will sell old GPUs for inference to make money.
22:15
22:15
Inference accounts for 60-70% of revenue at top AI labs.
25:46
25:46
75% less power for the same inference output.
27:37
27:37
Memory is a scarce, costly component
33:23
33:23
No single chore is pressing enough to require a robot.
38:55
38:55
Many cool AI companies are private and uninvestable
39:01
39:01
Nearing episode 200 celebration