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Equity Empire Podcast · April 8 · 54 min

Mythos Changes Everything: Do This Now

Last year I wrote a Substack piece arguing that salaries would eventually get repriced to the cost of compute. Tonight, Anthropic dropped a new model called Mythos to a locked list of partners — and the receipts they published are the cleanest proof of that thesis I could have asked for. In this episode: what Mythos actually is, why Anthropic is keeping it on a leash, why elite security work just got repriced overnight, and why the gap between AI capability and AI adoption is now the single biggest alpha in the market. Premium research: https://myequityempire.com MegawattAlpha: https://megawattalpha.com

0:00-54:37

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show notes

Last year I wrote a Substack piece arguing that salaries would eventually get repriced to the cost of compute. Tonight, Anthropic dropped a new model called Mythos to a locked list of partners — and the receipts they published are the cleanest proof of that thesis I could have asked for. In this episode: what Mythos actually is, why Anthropic is keeping it on a leash, why elite security work just got repriced overnight, and why the gap between AI capability and AI adoption is now the single biggest alpha in the market.


Premium research: https://myequityempire.com

MegawattAlpha: https://megawattalpha.com

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