Anthropic's Code Leaked, OpenAI Buys TBPN & AI Psychosis Worse Than We Knew

Anthropic suffers a major source code leak, OpenAI moves to control its narrative while raising at extreme valuations, and private credit markets begin showing signs of stress tied to AI exposure. At the same time, new research suggests AI systems may influence human thinking in ways that are difficult to detect or prevent. These are not isolated events. They point to a system where AI is simultaneously unstable, overvalued, and beginning to impact both financial markets and human behavior in unexpected ways.

CHAPTERS

00:00 Anthropic source code leak

01:35 What was exposed and why it matters

02:00 OpenAI buys narrative and raises big

03:45 OpenAI valuation and IPO setup

04:20 SpaceX IPO and AI comparison

06:15 Private credit starts breaking

07:55 Why AI is driving capital flight

08:40 AI psychosis and MIT research

10:30 Why accuracy doesn’t fix the risk

SOURCES

- Anthropic Claude Code Source Leak — What Got Exposed: https://www.cnbc.com/2026/03/31/anthropic-leak-claude-code-internal-source.html

- Claude Code Leak Reveals Anthropic's Internal Architecture & Secret Modes: https://arstechnica.com/ai/2026/04/heres-what-that-claude-code-source-leak-reveals-about-anthropics-plans/

- Anthropic Engineer's Public Apology for Claude Code Source Leak: https://x.com/KevinNaughtonJr/status/2039087166626656618

- OpenAI Acquires TBPN in Biggest AI Media Deal Yet: https://www.nytimes.com/2026/04/02/technology/openai-buys-tbpn.html

- OpenAI Buys Pro-Tech Streaming Show TBPN to Shape AI Narrative: https://finance.yahoo.com/sectors/technology/article/openai-buys-tech-news-show-tbpn-in-ai-giants-biggest-media-push-yet-175749747.html

- OpenAI Raises $122 Billion Amid AI Boom: https://www.theguardian.com/technology/2026/mar/31/openai-raises-122-billion-ai-boom

- OpenAI Valued at $852 Billion After Closing $122B Funding Round: https://www.bloomberg.com/news/articles/2026-03-31/openai-valued-at-852-billion-after-completing-122-billion-round

- OpenAI 2030 Revenue Targets — $600 Billion Projection Explained: https://www.cnbc.com/2026/02/20/openai-resets-spend-expectations-targets-around-600-billion-by-2030.html

- SpaceX Confidentially Files for IPO — Could Be Largest Offering Ever: https://www.cnbc.com/2026/04/01/spacex-confidentially-files-for-ipo-setting-stage-for-record-offering.html

- SpaceX 2025 Revenue Hits $15.5 Billion — Elon Musk Confirms: https://www.reuters.com/science/spacex-will-record-revenue-about-155-billion-2025-elon-musk-says-2025-06-03/

- SpaceX $15.5 Billion 2025 Revenue — What It Means for the IPO: https://www.bloomberg.com/news/articles/2025-06-03/spacex-2025-revenue-is-around-15-5-billion-musk-says

- Blue Owl Private Credit Meltdown — Record Redemption Requests: https://www.nytimes.com/2026/04/02/business/blue-owl-private-credit.html

- Blue Owl Investors Pull Billions From Private Credit Funds: https://www.cnbc.com/2026/04/02/blue-owl-private-credit-funds-redemptions-requests.html

- AI Sycophancy Causes Delusional Spiraling Even in Rational Users — MIT Study: https://arxiv.org/html/2602.19141v1#Sx5

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