Jun 19, 2026

Fable 5: The Full Story from Capabilities to Drama (Ep. 1002 with Jon Krohn)

Anthropic's highly anticipated Claude Fable 5 model, a public version of its advanced "Mythos class" AI with state-of-the-art capabilities in software, vision, and long-context tasks, was released and then swiftly pulled offline by the U.S. government after just three days. The removal, initiated as an export control action over national security concerns stemming from a disputed "jailbreak" claim, highlights the growing tension between frontier AI development, AI safety, and regulatory oversight.

Apr 15, 2026

Jensen Huang – Will Nvidia’s moat persist?

Nvidia CEO Jensen Huang discusses the company's core strategy, which he defines as transforming electrons into tokens by orchestrating a vast supply chain. He details how Nvidia's true moat lies in its ecosystem and its ability to manage supply bottlenecks. Huang contrasts Nvidia's versatile 'accelerated computing' platform with competitors like TPUs, arguing programmability via CUDA is key to AI innovation. He also presents a strong case against broad AI chip export controls on China, warning it could backfire by forcing the creation of a competing tech stack. Finally, he explains why Nvidia invests in the ecosystem rather than becoming a hyperscaler itself.

Jan 10, 2026

Humanoid Robots: Hype vs. Reality

A deep dive into the key takeaways from CES 2026, covering the surge in humanoid robotics and the evolution of software-defined vehicles, followed by a nuanced analysis of the shifting US-China export controls on advanced AI chips.