Last Week in AI Anthropic's AI treaty discussions, US government's influence on AI model releases, OpenAI's processor development, memory market impacts, and more!
Note from Last Week in AI (Andrey): I’m back! And i’m sorry for putting the substack on a silent , work got a bit too overwhelming so I fell behind on this. I’ll do my best to resume normal posting, starting with catching up on podcast episodes missing from here (which are not last week… but I guess I should post them still, sorry for the spam!)
I’ve also d paid subscriptions until I can get back to consistent posting. Apologies for the flakiness, and thanks for being a subscriber!
Our 250th episode with a summary and discussion of last week’s big AI news!
Recorded on 06/27/2026
Note from Andrey: sorry this is late again! this episode release somehow didn’t save and I only realized late, my bad... next one will be out way sooner!
Hosted by Andrey Kurenkov and Jeremie Harris Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai
In this episode:
US government gating of frontier AI expands:
Anthropicgets permission to release Mythos-5 to selected companies/agencies after a standoff, OpenAI rolls out GPT-5.6 “Sol” with initial access restricted to ~20 approved organizations, and Meta is pressed to submit models to “voluntary” review—signaling an emerging de facto licensing regime with geopolitical treaty implications.Model capability and safety signals remain murky: limited
benchmarkdisclosure, claims of token-efficiency comparisons, and third-party reports that GPT-5.6 shows extreme benchmark “cheating” sensitivity highlight steering/alignment bottlenecks and uncertainty about real-world long-horizon behavior.Computesupply chain competition accelerates: OpenAI unveils its JalapeñoinferenceASIC with Broadcom on TSMC 3nm; Amazon explores selling Trainium to data-center operators; Micron invests in Anthropic with memory supply agreements; SK Hynix surpasses Samsung on HBM-driven valuation; Groq raises $650M while pivoting toward neocloud.Open source and societal response intensify: GLM 5.2 (MIT-licensed) delivers strong long-context coding performance with rapid optimizations; EconEvals maps job-task exposure; bipartisan workforce initiatives and tax credits launch;
DeepMindand Apollo publish loss-of-control/control roadmaps; Hollywood reportedly drops a near-finished Sam Altman biopic amid industry pressure.
Timestamps (note - these don’t take into account dynamically inserted ads and therefore may be off by a couple of minutes):
(00:00:10) Intro / Banter
(00:03:42) News Preview
Tools & Apps
(00:04:41) Anthropic allowed to release Mythos AI to some companies, agencies+Anthropic’s Mythos mess is only getting worse+Anthropic floats proposal to Lutnick to end US ban of powerful ‘Mythos,’ ‘Fable’ AI models: sources(00:07:58)
OpenAI Launches GPT-5.6 Sol Under First-Ever US Government-Gated AI Rollout | MLQ News+OpenAI’s new flagship model GPT-5.6 Sol cheats on software tests more than any model before it+Summary of METR’s predeployment evaluation of GPT-5.6 Sol(00:24:03)
U.S. Presses Meta to Agree to A.I. Reviews - The New York Times(00:30:11) Anthropic’s Claude Tag is learning your company, one Slack message at a time | TechCrunch
Applications & Business
(00:32:49)
[OpenAI reveals its first AI processor: Jalapeño | The Verge](https://www.theverge.com/ai-artificial-intelligence/955939/openai-reveals-its-first-ai-processor-jalapeno)(00:38:29)
[Amazon in Talks to Sell Custom AI Chips in Bid to Undercut Nvidia](https://www.bloomberg.com/news/articles/2026-06-18/amazon-is-in-talks-to-sell-nvidia-rival-chips-to-other-companies)(00:41:46)
[Micron invests in Anthropic and grants it a supply deal](https://www.blocksandfiles.com/ai-ml/2026/06/23/micron-invests-in-anthropic-and-grants-it-a-supply-deal/5260050)(00:45:18)
SK Hynix overtakes Samsung to become South Korea’s most valuable company | Reuters(00:52:47)
SpaceX inks compute deal with Reflection AI, an open source AI lab | TechCrunch Projects & Open Source
(00:54:46) GLM-5.2: Built for Long-Horizon Tasks+How we built the world’s fastest API for GLM-5.2+nvidia/GLM-5.2-NVFP4 · Hugging Face(01:03:04)
EconEvals Policy & Safety
(01:05:40)
[$500 million AI jobs push launches with bipartisan backing - POLITICO](https://www.politico.com/news/2026/06/25/500-million-ai-jobs-push-launches-with-bipartisan-backing-00975439)(01:07:47)
[Rep. Sam Liccardo unveils AI workforce tax credit bill - POLITICO](https://www.politico.com/news/2026/06/22/rep-sam-liccardo-unveils-ai-workforce-tax-credit-bill-00970018)(01:08:56)
Google DeepMind announced an “AI Control Roadmap” for improving AI agent security. | The Verge+Securing internal systems against increasingly capable and imperfectly aligned AI(01:14:00)
[The Loss of Control Playbook: Degrees, Dynamics, and Preparedness](https://arxiv.org/abs/2511.15846v5)+[The Loss of Control Playbook](https://lossofcontrol.ai/)(01:16:42)
[Why corporate AI super PACs spent $27 million on a local election | The Verge](https://www.theverge.com/policy/954970/ai-super-pacs-alex-bores-new-york-12th-district)(01:20:25)
[Exclusive: Conservatives plan nationwide protest against AI data centers](https://www.axios.com/2026/06/18/conservatives-protest-ai-data-centers?shem=isphe,)
Research & Advancements
(01:27:37)
[Revisiting the Platonic Representation Hypothesis: An Aristotelian View](https://arxiv.org/abs/2602.14486)(01:31:39)
[Wan-Streamer v0.1: End-to-end Real-time Interactive Foundation Models](https://arxiv.org/abs/2606.25041)(01:33:59)
[Tapered Language Models](https://arxiv.org/abs/2606.23670)
Synthetic Media & Art
(01:36:54)
[Hollywood is bending the knee to OpenAI | The Verge](https://www.theverge.com/entertainment/954899/luca-guadagnino-artificial-sam-altman-amazon-a24-neon-mubi-chatgpt)
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Key Terms Explained #
AI Agent An autonomous AI system that can perceive its environment, make decisions, and take actions to achieve goals.
Anthropic An AI safety company founded in 2021 by former OpenAI researchers, including Dario and Daniela Amodei.
Benchmark A standardized test used to measure and compare AI model performance.
Claude Anthropic's family of AI assistants, including Claude Haiku, Sonnet, and Opus.