No Priors AI SoftBank's $40B OpenAI Investment & Anthropic's Claude Mythos Leak
Mar 27, 2026
A deep dive into SoftBank’s huge $40B OpenAI investment and how it reshapes industry competition. A look at OpenAI redirecting compute toward robotics and the momentum for physical AI. Coverage of Apple opening Siri to third-party models. Discussion of a leaked Anthropic document about the powerful Claude Mythos model and its cybersecurity risks.
AI Snips
Chapters
Transcript
Episode notes
Humanoid Robots Walked Through The White House
- Jaeden Schafer described humanoid robots visiting the White House and greeting guests in 11 languages.
- He used the Figure three demo to illustrate how physical AI moved from lab demos to public spaces within a year, signaling rapid progress.
SoftBank's $40B Underscores High Barrier To Entry
- SoftBank's planned $40 billion investment in OpenAI highlights an enormous barrier to entry for frontier AI models.
- Jaeden argued that billions in compute, infrastructure, and global scale now separate top labs (OpenAI, Google, Anthropic) from smaller regional startups.
OpenAI Shifts Compute From Video To Robotics
- OpenAI is shutting down its Sora video model and reallocating its compute to robotics research.
- Jaeden interprets this as a strategic pivot: robotics promises higher ROI and represents where top AI talent expects value creation next.