Mythos, Destroyer of Worlds, $100 ChatGPT, & More

TLDR;

Welcome back! This week, we have a loooot to talk about. A lot.

One of the most commented on releases in AI history, Claude Mythos, and what’s true and not true about it, Meta’s comeback, the unaffordable Blackwell AI era, among others, ending with a deep analysis to answer the question most investors are begging to know the answer to:

Will OpenAI and Anthropic be good investments once they IPO this year?

Let’s dive in.

THEWHITEBOX

Claude Mythos… The Destroyer of Worlds?

Probably the AI news of the week, month, and even the year. Anthropic has announced something they are too scared to release. Yes, that’s literally the headline.

Anthropic has a new model, called ‘Mythos’, which is allegedly extremely capable in cybersecurity, finding loopholes and bugs in almost every piece of software it examines.

Of course, that means they are too scared to make it generally available, and are just releasing it to “family and friends,” that is, investors are big clients, who will be charged $25/$125 per million input and output tokens, respectively.

For what it’s worth, the model is definitely more capable in cybersecurity than its predecessors, with a much higher rate of successful exploits against software that both you and I use daily.

Beyond that, the model is allegedly absurdly strong at coding, agents, and basically everything, representing what’s clearly the next frontier of AI capabilities.

Perhaps most noteworthy is that it seems to be a much more efficient “thinker”, as shown in the graph below, where it scores better than all other Claude models whilst requiring much fewer tokens.

So, even if it seems more expensive for you to run (if you could, naturally), it might not be in practice.

TheWhiteBox’s takeaway:

I go much deeper into my thoughts on this in this Medium article that is free for you, but the point is that you would be wise to apply a very healthy dose of skepticism to this release.

If the risks are actually real, it was a good decision not to release the model until most of those risks are patched by those affected (Anthropic is sending receipts to these companies). Still, it’s very likely the claims are blown extremely out of proportion, and the effects are not that impactful.

Nonetheless, as researchers on this blog demonstrate, models already available can be quite successful at these exploits too, including one with just 3.6 billion active parameters.

I quote, “But here is what we found when we tested: We took the specific vulnerabilities Anthropic showcases in their announcement, isolated the relevant code, and ran them through small, cheap, open-weights models. Those models recovered much of the same analysis.”

Source

This doesn’t mean Mythos can’t be dangerous, but it implies that much of the risk is already here.

Let’s not forget that, as I discuss in more detail below, this company is IPOing this year, it’s growing extremely fast, and needs to keep the momentum going. However, the honest realization, and the reason I…

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