Perplexity AI SoftBank's $40B OpenAI Investment & Anthropic's Claude Mythos Leak
Mar 27, 2026
A deep dive into SoftBank’s massive $40B bet and what it signals about concentration in frontier AI. Coverage of OpenAI’s pivot toward robotics and shifting compute priorities. Breakdown of Apple opening Siri to third-party models and the potential to shake up voice assistants. Discussion of a leaked Anthropic draft about a powerful model and its cybersecurity implications.
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Humanoid Robots at the White House
- Jaeden Schafer described humanoid robots visiting the White House and interacting with guests in 11 languages.
- He used the Figure Three demo and Google DeepMind partnerships as evidence that physical AI moved from labs to public, real-world demos within a year.
SoftBank's $40B Signals High Barrier To Entry
- SoftBank's planned $40 billion investment in OpenAI highlights an extremely high barrier to entry for frontier AI models.
- Jaeden argued that compute, infrastructure, and global scale are now as decisive as top research talent, favoring incumbents.
OpenAI Shifts Compute From Video To Robotics
- OpenAI is reallocating compute from its Sora video model to robotics research, signaling a strategic pivot toward physical AI.
- Jaeden suggested robotics offers higher ROI and distribution potential than short-form video generation for frontier teams.