
Anthropic's Fable gets classified as a munitions export days after launch, and Jacob and Igor try to figure out who's really being punished and why. From there: SpaceX's suspiciously well-timed IPO, a "genius" financial deal with Anthropic, and Elon buying Cursor because Grok needs friends. They also cover Anthropic Core's pivot to expert-systems consulting, the backlash over silently nerfed guardrails, whether Chinese models are actually a safe alternative, and why the Pope's new AI document is getting weaponized as corporate propaganda. Chapters(00:00) - Intro (05:37) - Fable/Mythos Updates (26:17) - SpaceX's IPO and the Cursor Buyout (34:57) - Anatomy of an AI Bubble (40:02) - Anthropic Core and "AI as Expert Systems" (50:03) - Guardrails, Chinese Models, and Whether We Can Trust the Benchmarks LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.Anthropic statement - Statement on the US government directive to suspend access to Fable 5 and Mythos 5Luta Security blog post - Fable 5 Is Back, But We're Still Slowing Down DefendersTech Policy Press analysis - Did the US Government Just Set an AI Export Precedent by Blocking Mythos?SEC EDGAR filing - SpaceX Free Writing Prospectus — Anthropic and Google compute agreementsEngadget article - Anthropic Backtracks on Policy That 'Sabotaged' Researchers' WorkAnthropic announcement - Introducing Claude CorpsThe Vatican encyclical - Magnifica Humanitas: On Safeguarding the Human Person in the Time of Artificial Intelligence
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