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Three Buddy Problem · June 29 · 1 hr 53 min

US Gov Takes the Wheel: Who Gets to Use the Best AI?

(Presented by Thinkst Canary: Most Companies find out way too late that they’ve been breached. Thinkst Canary changes this. Deploy Canaries and Canarytokens in minutes and then forget about them. Attackers tip their hand by touching ’em giving you the one alert, when it matters. With zero admin overhead and almost no false-positives, Canaries are deployed (and loved) on all 7 continents.) Three Buddy Problem - Episode 103: We dive into the U.S. government's takeover of frontier-model rollouts (Mythos, Fable, and OpenAI's Sol/Terra/Luna) and what it means when intelligence gets commoditized but access gets rationed. Plus, Costin's all-Chinese open-weight stack, the economics of burning tokens, a fresh Salesforce OAuth breach, and jellyfish UFOs over Iran. Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu. Timestamps: 0:00 — Introductory banter, Thinkst Canary sponsorship 2:55 — Why threat intel analysts are built for the AI moment 11:09 — Government takes the wheel: Mythos, Fable & the frontier labs 16:15 — Did the government go too far/not far enough? 25:42 — Anthropic's "best PR campaign in history" 31:52 — Alibaba, distillation & the model-router cartel 40:58 — Costin's stack: Chinese open-weight models & token economics 46:12 — Dumping, evals & the real work of AI engineering 1:04:32 — Soft power: how the world gets pushed toward China 1:14:43 — "The bullshit": over-refusal & the Opus 4.8 regression 1:32:03 — The trillion-dollar IPO endgame 1:35:49 — The Klue OAuth breach and secure-by-default 1:45:32 — Shout-outs: UAP jellyfish, LABScon 2026 Links: Transcript Thinkst Canary Anthropic accuses Chinese rival Alibaba of illicitly extracting AI capabilities USG Executive Order on Promoting AI Innovation US allows Anthropic to release Mythos AI to 'trusted' US orgs US close to allowing Anthropic to restore Fable 5 model OpenAI: Previewing GPT-5.6 Sol NCSC on AI shift in cyber risk DeepSeek Alibaba Qwen NVIDIA DGX Spark StepFun Open AI Platform Xiaomi MiMo-V2.5 Z.ai - powered by GLM-5.2 Five Eyes Cyber Security Agencies Statement on AI Klue Security Incident Cybercrime Breaches Klue: Salesforce Data Impacted for Many Victims OAuth2 - OWASP Cheat Sheet Series OAuth 2.0 Policies (Google for Developers) Downed US pilot reported seeing Iranian drones swarm in ‘jellyfish’ formation LABScon 2026

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(Presented by Thinkst Canary: Most Companies find out way too late that they’ve been breached. Thinkst Canary changes this. Deploy Canaries and Canarytokens in minutes and then forget about them. Attackers tip their hand by touching ’em giving you the one alert, when it matters. With zero admin overhead and almost no false-positives, Canaries are deployed (and loved) on all 7 continents.)

Three Buddy Problem - Episode 103: We dive into the U.S. government's takeover of frontier-model rollouts (Mythos, Fable, and OpenAI's Sol/Terra/Luna) and what it means when intelligence gets commoditized but access gets rationed.

Plus, Costin's all-Chinese open-weight stack, the economics of burning tokens, a fresh Salesforce OAuth breach, and jellyfish UFOs over Iran.

Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu.

Timestamps:
0:00 — Introductory banter, Thinkst Canary sponsorship
2:55 — Why threat intel analysts are built for the AI moment
11:09 — Government takes the wheel: Mythos, Fable & the frontier labs
16:15 — Did the government go too far/not far enough?
25:42 — Anthropic's "best PR campaign in history"
31:52 — Alibaba, distillation & the model-router cartel
40:58 — Costin's stack: Chinese open-weight models & token economics
46:12 — Dumping, evals & the real work of AI engineering
1:04:32 — Soft power: how the world gets pushed toward China
1:14:43 — "The bullshit": over-refusal & the Opus 4.8 regression
1:32:03 — The trillion-dollar IPO endgame
1:35:49 — The Klue OAuth breach and secure-by-default
1:45:32 — Shout-outs: UAP jellyfish, LABScon 2026

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