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

Anthropic's most powerful models are still offline, and the U.S. government now wants a guarantee no lab can give. Paul Roetzer and Mike Kaput unpack the ongoing export-control standoff, the Lutnick letter, and what it means for the models expected this week, then turn to Satya Nadella's "future of the firm" essay, the unsolved mess of AI pricing and usage limits, a wave of lab talent shakeups including Noam Shazeer's move to OpenAI, the G7 AI summit, Midjourney's leap into medical scanning, and research showing AI can out-persuade expert humans.

Show Notes: Access the show notes and show links here

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Timestamps:

00:00:00 — Intro

00:04:44 — Anthropic vs. the White House

00:22:37 — Microsoft CEO on the Future of the Firm

00:34:37 — AI Pricing and Usage Strategy

00:56:04 — Noam Shazeer Joins OpenAI (and Other Major AI Hiring Updates)

01:04:57 — Trump's G7 AI Push

01:09:33 — Midjourney Launches a Medical Division

01:12:59 — AI Can Now Out-Persuade Expert Humans

01:17:00 — AI Use Case Spotlight

01:22:12 — AI Product and Funding Updates

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