The $4 Trillion AI IPO Wave Is About to Break

Anthropic's Fable 5 Is Mythos for Plebes

This week, Jason Howell and Jeff Jarvis dig into Apple's biggest AI reveal yet: the company rebuilt Apple Intelligence on top of Google Gemini, Siri AI finally works according to early reviewers, and the EU is blocked from getting any of it. Anthropic released Fable 5, the first publicly available model in its Mythos frontier tier, safety-locked and twice the price of Opus. OpenAI filed its S-1 and is planning a super app. Also in this episode: A Trump administration equity stake in OpenAI, Perplexity targeting a 2028 IPO, Google paying SpaceX $920 million a month for compute, AI agents now accounting for more web traffic than humans, and the debate over AI degrees. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: * 0:00 - Start * 0:02:51 - Apple Reveals New AI Architecture Built Around Google Gemini Models [https://www.macrumors.com/2026/06/08/apple-reveals-new-ai-architecture/] * 0:23:47 - Anthropic Releases New ‘Mythos-Class’ Model to General Public With Guardrails [https://www.wsj.com/tech/ai/anthropic-claude-fable-ai-model-f41fb5d7?mod=hp_lead_pos4] * 0:40:24 - OpenAI confidentially filed for an offering, but said ‘it may be a while’ before it goes public [https://www.wsj.com/tech/ai/openai-kicks-off-ipo-process-in-test-of-investor-appetite-for-top-ai-labs-eb7bebe1?mod=hp_lead_pos4] * 0:46:05 - Trump administration, OpenAI discussing possible government stake in the AI startup [https://www.cnbc.com/2026/06/05/trump-open-ai-altman-stake.html?utm_source=tldrai] * 0:50:07 - Google to pay SpaceX $920 million a month for compute capacity at xAI data centers [https://www.cnbc.com/2026/06/05/google-to-pay-spacex-920-million-a-month-for-xai-compute-capacity.html] * 0:50:53 - Colleges Are Building A.I. Degrees, Hoping Students Will Come [https://www.nytimes.com/2026/06/08/us/ai-college-degrees.html] * 0:56:43 - AI Agents Now Generate More Web Traffic Than Humans [https://www.cnet.com/tech/services-and-software/its-official-agentic-bots-surf-the-web-more-than-real-people-do/] * 1:00:38 - Fluid, natural voice translation with Gemini 3.5 Live Translate [https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-live-3-5-translate/] * 1:02:41 - Meta Launches ‘Workforce Academy’ to Train Workers to Build Data Centers [https://www.wsj.com/tech/ai/meta-launches-workforce-academy-to-train-workers-to-build-data-centers-35470a80?mod=lead_feature_below_a_pos2] * 1:03:27 - Amazon launches AI image generator to narrow search queries [https://www.retaildive.com/news/amazon-launches-ai-image-generator-search-bar-queries/822231/] * 1:07:13 - Cancer vaccines using AI gets research funding [https://www.bbc.com/news/articles/cz6255e7qz6o] * 1:08:26 - Landmark German ruling declares Google's AI Overviews are Google's own words and makes it liable for false answers [https://the-decoder.com/landmark-german-ruling-declares-googles-ai-overviews-are-googles-own-words-and-makes-it-liable-for-false-answers/] Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/ [https://aiinside.show/]  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow [https://www.patreon.com/aiinsideshow]. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

The $4 Trillion AI IPO Wave Is About to Break

Jason Howell and Jeff Jarvis open on the biggest week in AI yet: Anthropic closed a $65 billion round at a $965 billion valuation, passing OpenAI, right as OpenAI crossed 1 billion monthly users and SpaceX, Anthropic, and OpenAI all line up to go public. They get into what a $4 trillion IPO wave means for the market, plus Claude Opus 4.8 and Anthropic's Mythos expansion. Also in this episode: Google lets publishers opt out of AI search, Microsoft floods Build 2026 with seven new models and an always-on agent, Nvidia's RTX Spark aims to reinvent the PC, companies start rationing AI as costs explode, ElevenLabs ships emotion-preserving dubbing, plus math, robots, a Meta chatbot hack, MiniMax M3, and Trump's scaled-back AI order. Find every episode at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. * 0:00 - Start * 0:03:48 - Anthropic raises $65B Series H at a $965B valuation, overtaking OpenAI [https://www.anthropic.com/news/anthropic-raises-65b-series-h] * 0:15:50 - ChatGPT app hits 1 billion monthly active users in record time, data shows [https://www.reuters.com/technology/chatgpt-app-hits-1-billion-monthly-active-users-record-time-data-shows-2026-06-02/] * 0:17:09 - Anthropic launches Claude Opus 4.8, its most honest model yet [https://www.anthropic.com/news/claude-opus-4-8] * 0:21:46 - Anthropic expands Mythos to 150 additional organizations in more than 15 countries [https://www.cnbc.com/2026/06/02/anthropic-mythos-ai-project-glasswing.html] * 0:29:48 - Microsoft Build 2026 keynote: seven AI models, MAI-Thinking-1, Project Solara, and a Copilot super app * 0:31:17 - Inside Microsoft’s Project Solara: A new platform for devices that run AI agents instead of apps [https://www.geekwire.com/2026/inside-microsofts-project-solara-a-new-platform-for-devices-that-run-ai-agents-instead-of-apps/] * 0:40:54 - Nvidia announces the RTX Spark Arm chip at Computex 2026 [https://www.theverge.com/nvidia/677193/nvidia-rtx-spark-arm-chip-announcement-computex-2026] * 0:47:05 - Amazon kills internal AI leaderboard after employees gamed it with pointless tasks [https://the-decoder.com/amazon-kills-internal-ai-leaderboard-after-employees-gamed-it-with-pointless-tasks/] * 0:48:18 - Uber caps monthly employee AI spending at $1,500 per tool amid soaring costs [https://ca.finance.yahoo.com/news/uber-caps-monthly-employee-ai-180609519.html] * 0:50:32 - ElevenLabs launches Dubbing v2, preserving emotion across 90+ languages [https://elevenlabs.io/blog/introducing-dubbing-v2] * 0:56:27 - AI startup Shift offers free NYC home cleaning to collect robot training data [https://www.theverge.com/ai-artificial-intelligence/939765/ai-training-data-startup-shift-free-cleaning] * 0:59:31 - As A.I. Makes Strides in Mathematics, Mathematicians Urge Caution [https://www.nytimes.com/2026/06/02/science/ai-mathematics-leiden-declaration.html] * 1:01:00 - Hackers used Meta's AI support chatbot to hijack high-profile Instagram accounts [https://www.404media.co/hackers-simply-asked-meta-ai-to-give-them-access-to-high-profile-instagram-accounts-it-worked/] * 1:03:23 - China's MiniMax launches M3, rivaling Claude Opus 4.7 at $0.12 per million tokens [https://www.theinformation.com/briefings/chinas-minimax-launches-new-model-open-source-ai-coding-battle-heats] * 1:04:19 - Trump signs a scaled-back AI executive order [https://www.marketwatch.com/story/trump-signs-an-executive-order-on-ai-after-its-scaled-back-critics-says-its-almost-meaningless-ec1c25b9] Hosts: Jason Howell and Jeff Jarvis  Download and subscribe to AI Inside in audio and video: https://aiinside.show/ [https://aiinside.show/]  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow [https://www.patreon.com/aiinsideshow]. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Pope Leo Challenges Silicon Valley's AI Vision

Jason Howell and Jeff Jarvis dig into Pope Leo XIV's 42,300-word encyclical on AI and humanity, Silicon Valley's last-minute lobbying campaign that killed Trump's AI executive order, and Anthropic's Project Glasswing: 10,000+ critical vulnerabilities found using Claude Mythos Preview across the most important software in the world. Also in this episode: AI-generated pro se lawsuits overwhelming federal courts, DeepSeek making its 75% price cut permanent at 34x cheaper than GPT-5.5, AI chatbots automating debt collection, a prompt injection bug inside Google AI Overviews, Robinhood's AI trading agents, Micron's $1 trillion market cap milestone, Suno's $5 billion raise, and more. Full episodes, show notes, and subscribe links at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: * 0:00 - Start * 0:03:18 - Pope Leo Warns of Risks From A.I. in 42,300-Word Encyclical [https://www.nytimes.com/2026/05/25/world/europe/pope-leo-encyclical.html] * 0:03:44 - The encyclical [https://www.vatican.va/content/leo-xiv/en/events/event.dir.html/content/vaticanevents/en/2026/5/25/enciclica-magnifica-humanitas.html] * 0:05:04 - Jeff's good bits [https://medium.com/whither-news/pope-leo-and-human-intelligence-1a30321424e4] * 0:26:14 - Pressure from Silicon Valley helped block Trump’s expected order on AI [https://www.washingtonpost.com/politics/2026/05/22/last-minute-lobbying-by-tech-industry-officials-led-trump-cancel-ai-order/] * 0:31:45 - DeepSeek To Make Permanent 75% Discount on Flagship AI Model [https://www.bloomberg.com/news/articles/2026-05-23/deepseek-to-make-permanent-75-discount-on-flagship-ai-model] * 0:41:52 - Project Glasswing: An initial update [https://www.anthropic.com/research/glasswing-initial-update] * 0:49:35 - Artificial Intelligence Floods Court Dockets with Home-Brewed Lawsuits [https://www.nytimes.com/2026/05/25/us/politics/artificial-intelliegence-courts.html] * 0:52:57 - AI Is Taking Over the Most Cursed Job in the World [https://www.wired.com/story/ai-takes-over-debt-collection/] * 0:57:04 - Google’s AI search is so broken it can ‘disregard’ what you’re looking for [https://www.theverge.com/tech/936176/google-ai-overviews-search-disregard] * 1:01:16 - Spotify is narrating magazine articles now [https://www.theverge.com/entertainment/937126/spotify-long-form-magazine-article-narration-availability] * 1:05:21 - ElevenLabs’s new music generation model can switch genres mid-track [https://techcrunch.com/2026/05/27/elevenlabss-new-music-generation-model-can-switch-genres-mid-track/] * 1:06:38 - Robinhood Lets Customers Use AI to Trade Stocks, Make Credit-Card Purchases [https://www.wsj.com/tech/ai/robinhood-lets-customers-use-ai-to-trade-stocks-make-credit-card-purchases-f28467ed?st=hSM5Yq&reflink=desktopwebshare_permalink] * 1:07:20 - Micron hits $1 trillion market cap for the first time as stock surges 19% [https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html] * 1:08:33 - Scoop: Bond to lead round in music generator Suno, valuing it over $5B [https://www.axios.com/pro/all-deals/2026/05/26/suno-spotify-remix-bond-raise] Hosts: Jason Howell and Jeff Jarvis Guest: NAME (if any, eliminate if none)  Download and subscribe to AI Inside in audio and video: https://aiinside.show/ [https://aiinside.show/]  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow [https://www.patreon.com/aiinsideshow]. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Google Changes Search for the First Time in 25 Years

Jason Howell and Jeff Jarvis break down everything from Google I/O 2026, where the company made its strongest case yet for winning the AI race. Gemini 3.5 Flash and Gemini Spark were unveiled, AI agents are now doing the searching instead of returning links, and Google's reach extended into design, science, YouTube, and shopping. Jason also demos Genie World Models live. Also in this episode: Andrej Karpathy joins Anthropic, Anthropic acquires a major dev tools startup, Amazon Alexa+ can now generate podcast episodes, Elon Musk's latest lawsuit drama, and a growing American rebellion against AI. Speed round includes the OpenAI IPO, xAI's coding agent, Meta's AR glasses, and more. New episodes every Wednesday at aiinside.show Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: * 0:04:31 - Everything announced at Google I/O 2026 [https://www.cnet.com/news-live/google-io-2026-live-news-updates/] *              - Times: How Google Is Starting to Win the A.I. Race [https://www.nytimes.com/2026/05/19/technology/personaltech/google-gemini-ai.html] * 0:22:42 - A new era for AI Search [https://blog.google/products-and-platforms/products/search/search-io-2026/] *              - Gemini 3.5: frontier intelligence with action [https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-5/] * 0:27:53 - Google Launches Gemini Spark: A 24/7 AI Agent That Wants to Make You Ditch OpenClaw [https://decrypt.co/368389/google-gemini-spark-ai-agent-challenge-hermes-openclaw] * 0:44:35 - OpenAI co-founder Andrej Karpathy joins Anthropic [https://www.axios.com/2026/05/19/anthropic-openai-karpathy-andrej-claude] * 0:46:32 - Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare [https://techcrunch.com/2026/05/18/anthropic-has-acquired-the-dev-tools-startup-used-by-openai-google-and-cloudflare/] * 0:55:20 - Amazon’s new Alexa+ powered feature can generate podcast episodes [https://techcrunch.com/2026/05/18/amazons-new-alexa-powered-feature-can-generate-podcast-episodes/] * 0:57:27 - The Art of War, Elon Musk Edition: How to Lose a Lawsuit and Still Claim Victory [https://www.wsj.com/tech/the-art-of-war-elon-musk-edition-how-to-lose-a-lawsuit-and-still-claim-victory-4dc03002?mod=hp_lead_pos4] * 0:59:30 - The American Rebellion Against AI Is Gaining Steam [https://www.wsj.com/tech/ai/the-american-rebellion-against-ai-is-gaining-steam-94b72529?mod=hp_lead_pos1] * 1:01:46 - NextEra Energy to buy Dominion in deal that unites two key players in race to power AI data centers [https://www.cnbc.com/2026/05/18/nextera-nee-dominion-energy-d-data-center-ai.html] * 1:04:42 - Pope Leo XIV will publish his first encyclical, Magnifica Humanitas, on May 25, with Anthropic co-founder Christopher Olah joining the launch panel at the Vatican [https://www.bloomberg.com/news/articles/2026-05-18/anthropic-s-co-founder-to-launch-encyclical-on-ai-with-pope-leo] * 1:06:25 - Linus Torvalds says AI-powered bug hunters have made Linux security mailing list ‘almost entirely unmanageable’ [https://www.theregister.com/security/2026/05/18/linus-torvalds-says-ai-powered-bug-hunters-have-made-linux-security-mailing-list-almost-entirely-unmanageable/5241633] * 1:08:57 - Meta brings virtual writing to everyone with Meta Ray-Ban Display glasses [https://www.theverge.com/tech/930941/meta-ray-ban-display-virtual-neural-handwriting-apps-developer] * 1:10:36 - Musk’s xAI Unveils First Coding Agent in Bid to Rival Anthropic [https://www.bloomberg.com/news/articles/2026-05-14/musk-s-xai-unveils-first-coding-agent-in-bid-to-rival-anthropic] * 1:10:59 - OpenAI is Preparing to File for an IPO Very Soon [https://www.wsj.com/tech/ai/openai-is-preparing-to-file-for-an-ipo-very-soon-0ec95af5?st=6pJKH3&reflink=article_copyURL_share] Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/ [https://aiinside.show/]  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow [https://www.patreon.com/aiinsideshow]. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Google's New Laptop Category is Called Googlebook

Jason Howell and Jeff Jarvis break down Google's Android Show, including Googlebook, the new Android-based laptop category with OEM partners like Dell, HP, and Lenovo, Gemini Intelligence as Android's new identity, and the AI Pointer feature co-developed with DeepMind. Also in this episode: OpenAI launches a $14 billion deployment company with private equity backing and an Edinburgh consulting acquisition, Thinking Machines Lab previews full-duplex AI conversation that responds in under half a second, Google confirms the first AI-built criminal zero-day, and Anthropic explains how decades of sci-fi villain stories taught Claude to threaten blackmail. Find every episode at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. 0:00 - Start 0:07:03 - Introducing Googlebook, designed for Gemini Intelligence [https://blog.google/products-and-platforms/platforms/android/meet-googlebook/] 0:08:47 - Googlebook Is Google's New AI-Powered Laptop Platform Built on Android [https://www.wired.com/story/googlebook-laptop-platform/] 0:09:09 - Reimagining the mouse pointer for the AI era [https://deepmind.google/blog/ai-pointer/] 0:23:54 - A smarter, more proactive Android with Gemini Intelligence [https://blog.google/products-and-platforms/platforms/android/gemini-intelligence/] 0:28:49 - OpenAI launches AI consulting arm valued at $14 billion [https://www.axios.com/2026/05/11/openai-deployco-private-equity] - OpenAI can't have incompetent AI consultants ruining the market, so bought its own [https://www.theregister.com/ai-ml/2026/05/11/openai-buys-ai-consultancy-to-sell-enterprises-on-its-models/5238213] 0:34:27 - Interaction Models: A Scalable Approach to Human-AI Collaboration [https://thinkingmachines.ai/blog/interaction-models/] 0:45:09 - Google says criminals used AI-built zero-day in planned mass hack spree [https://www.theregister.com/ai-ml/2026/05/11/google-says-criminals-used-ai-built-zero-day-in-planned-mass-hack-spree/5237982] 0:48:20 - OpenAI announces Daybreak initiative around Codex Security [https://www.testingcatalog.com/openai-announces-daybreak-initiative-around-codex-security/] 0:48:33 - Anthropic says Claude’s blackmail behavior came from fictional evil AI stories online [https://cryptobriefing.com/anthropic-claude-blackmail-evil-ai-stories/] 0:51:53 - Elon Musk’s Grok Is Losing Ground in AI Race [https://www.wsj.com/tech/ai/anthropic-spacex-ai-deal-elon-musk-f86ea369?st=XUQnP7&reflink=desktopwebshare_permalink] 0:53:46 - Threads tests a Meta AI integration that works similarly to Grok [https://techcrunch.com/2026/05/12/threads-tests-a-meta-ai-integration-that-works-similarly-to-grok/] 100:54 - Digg tries again, this time as an AI news aggregator [https://techcrunch.com/2026/05/11/digg-tries-again-this-time-as-an-ai-news-aggregator/] 1:05:37 - Princeton Mandates Exam Proctors After Fears of ‘Widespread’ AI-Fueled Cheating [https://www.wsj.com/us-news/education/princeton-cheating-ai-proctors-2a1cf62e] Hosts: Jason Howell and Jeff Jarvis  Download and subscribe to AI Inside in audio and video: https://aiinside.show/ [https://aiinside.show/]  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow [https://www.patreon.com/aiinsideshow]. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]