The US Just Made the Case for Open-Source AI

**David Canellis** (0:00)
It is Monday, June the 15th. Welcome back to The Breakdown. I'm your host David Canellis. As always, a few quick things for you this morning to get you ready for the week ahead. We're gonna chat briefly about Blockworks, the crying Messari, two of the biggest data and intelligence providers in the business coming together to form one giant beast of a platform. We're gonna be taking a look at that. We're also gonna be looking at Anthropic, the Anthropic rug pull, it released Fable. The US government said, no, you've got to take it offline. And it's still offline. We will take a look at the reason why and what it means for just AI in general moving forward and what you can do in order to protect yourself against government overreach. We're also gonna be looking at pre-IPO stocks, also effectively a rug pull. The SpaceX IPO, at least the on-chain experience for the SpaceX IPO was not exactly optimal for many people, we're gonna be taking a look at that. So enough jibber jabber, without further ado, whatever else I like to say before we head into the episode, this is The Breakdown, let's get to it.
Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the company's funds or projects discussed. All right, let's kick things off with this Anthropic story about Fable V, because everyone was excited about Fable V. Anthropic had styled it as a Mythos-like model, the most powerful, potentially the most powerful ever released to the public to date. But it had strict safety rails, so that it wasn't misused, because it is effectively so powerful. So you couldn't do anything cybersecurity related, you couldn't do anything related to biology or anything like that, I guess, and over concerns of that people used to make bio weapons and so on. It was online for, I think, I mean, less than a day before the US government stepped in and effectively forced Anthropic to remove access to it, over fears that people outside the US could use it to gain some kind of either economic advantage or security advantage over the US. So essentially a national security concern it became. And I'll leave it to you to decide whether or not that is because the US government had bought into the marketing hype surrounding Mythos and Anthropic and so on. But from what I have pieced together from reports on Reddit and Hacker News and so on is that the vibe is that Fable is actually very quite powerful. And Ben Thompson in his latest piece about all of this, he kind of goes into is that whether or not you believe that this is an overhyped model and so on, it's kind of beside the point because if it is not this model that is going to be as powerful as Anthropic claims, it's going to be the next one. If it's not that one, it's going to be the one after that. It's almost a good thing that we have had this blow up at least in the meantime, because we get to see exactly what the US. Government response is going to be in relation to super powerful AI models that are at least available to the public, because we know there's Project Glasswing that has given access to hyper powerful institutions and governments and so on all around the world banks so that they can prepare for the eventual release of Mythos and its full capacity. But in any case, what we have today is that at least. Yesterday, David Sack's the co-chair of the President's Council of Advisors on Space and Technology, and he used to be the AI czar before he stepped back.
He's come out with a thread, and I'm pulling this from Tom's Hardware. He goes into detail about why this has all happened, and I'm just reading from Tom's Hardware here. Sack claims that a trusted partner of both Anthropic and the US government, testing Fable, came forward with a jailbreak of the guardrails that separate the consumer model from the unrestricted cyber capabilities of Mythos, the model it's built on. The administration asked Amity to fix the bypass or de-deploy the model, and that Amity declined. Anthropic instead prioritized keeping its consumer model live over safety, Sacks wrote, calling that inconsistent with the company's position as a safety first lab, that it had self-lobbed for Mythos to be regulated as a cyber weapon. What's interesting is that someone had told Semaphore that Amazon had originally flagged that the model was able to be jailbroken. I think there was also claims that someone in China had effectively been able to access Mythos through the Fable model, which has been the impetus for the US government to say, hey, we need to turn this thing off because we don't want just anybody in the world to be able to access Mythos. Even as I'm saying this, it's such a brilliant marketing for Anthropic that this is going on. Personally, if I was Anthropic, I would want this situation to drag out as long as possible, because it only creates a certain Mythos around Mythos, that this thing is really essentially a cyber weapon at this point. I'm going to bring up the David Sack's thread here as well. I mean, let's just go into it.