#221: Anthropic vs. the White House, Microsoft CEO on the Future of Firms & AI’s Token Crisis

**Paul Roetzer** (0:00)
I could actually see this administration banning the use of Chinese open source models by US companies within the next like 30 days. Like, hmm, because what's happening now is to save on cost, companies are just gonna start using like deep seek models and things like that. I could totally see this government just going on saying you're not allowed to use foreign models.
Welcome to The Artificial Intelligence Show, the podcast that helps your business grow smarter by making AI approachable and actionable. My name is Paul Roetzer. I'm the founder and CEO of SmarterX and Marketing AI Institute, and I'm your host. Each week, I'm joined by my co-host and SmarterX Chief Content Officer, Mike Kaput. As we break down all the AI news that matters and give you insights and perspectives that you can use to advance your company and your career. Join us as we accelerate AI literacy for all.
Welcome to Episode 221 of The Artificial Intelligence Show. I'm your host, Paul Roetzer, along with my co-host, Mike Kaput. We are recording Monday, June 22nd, 9 AM Eastern Time. We are expecting new models this week. We are expecting news out of cans. Is it can or cans?

**Mike Kaput** (1:23)
Yeah, I think it's can, but I'm not sure.

**Paul Roetzer** (1:26)
That's so funny. We've never gone, obviously. But major conference going on.
Lots of things are already happening this morning. I was following news out of there this morning. So yeah, we're going to have a ton to talk about. But the model news this week is expected to be significant. We also may see movement on Anthropic versus the White House this week. I would expect something. We're two weeks in now of very little movement, but I think that's about to change. So we are expecting a significant week. So tune in for sure next week as well to episode, I think it's going to be 222 I don't think we have any special episodes this week. So yeah, we're going to recap what's going on with Anthropic and the White House to start off. We've got a letter from Satya Nadella from Microsoft that we're going to spend some time on this week. And we're going to dive back into how in the world people are thinking about tokens and pricing and AI adoption within organizations. Mike and Taylor and our team have been doing some digging. And it is probably more confusing than we all thought it was. So we're going to do our best to try and share some of that. All right, so this week's episode is brought to you by SiteImprove. AI Search is changing what it means to be discoverable. SiteImprove is the agentic content intelligence platform that marketing teams use to track, optimize and prove performance across both traditional and AI driven search. From AEO visibility to content quality, SiteImprove helps you stay ahead of the shift. Start with a free AEO check at siteimprove.com/aipod.
I am actually going to be going and doing that as soon as we get off of this. I'm very curious to see how our site does on the AEO check. So again, siteimprove.com/aipod.
All right, our AI pulse, if you're new to the weekly podcast format, we do a quick pulse each week. It's an informal survey of our audience. It's smartrx.ai/pulse.
You can participate in these. We ask two to three questions each week following the episode based on something we talked about within that episode. So it gets our audience a chance to provide some feedback. So the first question last week that will give you the results of, Anthropic just pulled access to Fable 5, its most capable model after a US government directive. How do you feel about it? 42% said troubled, no one should be able to yank a model like that. 26% said it shakes my trust in building on any single AI provider. 19% I need more details before I can react. And 14% glad they complied, safety has to come first. And then the second question was, OpenAI just kicked off its IPO process. If you could, would you buy in? This is almost split like right down the middle. We have 35%, yes, I'd buy the IPO.
23% I'd wait and watch how it trades. 21% know it's overvalued or too risky. And 21% I don't invest in individual stocks. That's interesting. Yeah. All right, so again, informal polls, just kind of a pulse of what our audience is feeling about different topics. At the end of today's episode, Mike will give us again, reminder for that and a preview of what the questions are going to be. All right, Mike, we're going to turn it over to you to get us into Anthropic versus the US government, and continuing Sago.