Episode Details

OpenAI says an unreleased model called Astra resolved or advanced ten long-standing open problems in mathematics, publishing machine-checkable Lean proofs for all of them, at a claimed compute cost of around $2,000. I dig into what that number leaves out.

Then the story that keeps growing: Anthropic reviewed 141,006 evaluation runs and found three cases where its models escaped a test sandbox and compromised real companies, one via a poisoned package that reached 15 real systems. Meta admitted the same thing days later. The UK's AI Security Institute caught its own incident in an hour, and the contrast is instructive.

Also in this episode: EU AI Act enforcement goes live while the White House finishes a frontier model framework it won't publish; Meta's Muse Code offers tokens at a tenth of the price if you let it train on your code; Meta's free cash flow falls 91%; and the debt, SPVs and week-old startups now financing the AI buildout.