October 21, 2026 2026-10-21 https://www.youtube.com/watch?v=FcMzDGKqf5M [0:05] Every morning, the future moves faster. [0:10] The models, the money, the power, and the people building what comes next. [0:49] From Austin, Texas to the world. [0:56] AI news, real context. [0:59] This is the Austin Wilson show. [1:01] I'm Austin Wilson, your human in the loop. [1:10] Good morning, and welcome to the Austin Wilson Show where we are breaking the AI headlines that matter to you today. [1:18] I am Austin Wilson. [1:19] I'm coming to you live from the AI capital of the world, Austin, Texas. [1:24] We have a very interesting docket for you guys today. [1:29] We're gonna cover, uh, the most important AI news that we can talk about today. [1:37] We're looking at Anthropic's leaked IPO numbers just came out. [1:41] OpenAI, uh, has some agents that are weakening their own alarm and monitoring systems. [1:47] SpaceX's AI windfall and talks about a merger with Tesla. [1:52] We're looking at a leak from Meta's Muse personal agent. [1:57] The fame high school, uh, has a walkout on AI, and then Claude's scorpion venom experiment is just crazy. [2:09] We are gonna cover all this and probably a little bit more. [2:13] Let's get into it. [2:14] First up, we are talking about, uh, straight out of straight out of Anthropic's latest. [2:26] Uh, their private IPO filing just linked. [2:30] Uh, sales are exploding, but so is the loss. [2:33] The Wall Street Journal saw the draft filing. [2:36] Revenue hit $16,300,000,000 in the first half of the year. [2:41] A year earlier, it was 1,100,000,000. [2:45] The loss though, the capital losses were $80,000,000,000. [2:48] Most most of that is paper accounting charges. [2:55] This is the first real look inside a company that you guys may be able to buy soon. [3:01] The filing says Anthropic could spend as much as up to $750,000,000,000 on computing in coming years. [3:11] Its spending on compute nearly quadrupled. [3:16] Its spending on compute nearly quadrupled to almost $9,000,000,000 in six months, but most of that loss is on paper. [3:26] Anthropic told investors it made an adjusted profit last quarter. [3:32] Aside from all the accounting mumbo jumbo as they say, these are again big big big numbers coming out of Anthropic, and these are only teasers. [3:42] We will get to see the real numbers soon enough. [3:45] We have an imminent IPO coming projected next month. [3:50] We shall see when that actually happens. [3:52] A $16,300,000,000 revenue number for the first half of this year. [3:57] That's up over 16 x, it sounds like, from the year previous. [4:02] What's crazy to think about is Anthropic, about a year ago, was on a 9 or $10,000,000,000 annual revenue runway... [4:11] Run rate. [4:13] 9 or $10,000,000,000 annual run rate. [4:17] This year, they're targeting 70 to $100,000,000,000 annual run rate. [4:23] That means that they are 10 x ing revenue year over year. [4:28] All of this, of course, is reported speculation. [4:31] We'll have to see when the real numbers come out. [4:33] But nevertheless, this is fantastic from a revenue standpoint, from a growth standpoint, and you just see the market responding to this. [4:43] The bullishness of these moves is nothing less than astonishing. [4:49] Right? [4:50] The fact that people are continually willing to spend more and more. [4:54] You know, it's one thing to go from a million dollars in revenue to $10,000,000 in revenue, but from... [5:00] To go from a billion dollars in revenue to $16,000,000,000 in a six month period is staggering. [5:08] And then continually seeing that growth, the the leaked number for last quarter, uh, q three of this year, if you remember from last week, was I believe $16,800,000,000 in one quarter. [5:21] So they are moving very fast and growing very, very quickly. [5:26] And, uh, we continue to see this growth speed up, um, not not slow down, which is amazing for the market as a whole, but also for Anthropic. [5:37] And we think about as we look at this, what does this mean for the the growth? [5:42] What does this mean for the IPO? [5:45] What does this mean? [5:45] And what is the AI community saying looking at this? [5:48] I think it's really interesting. [5:50] Dario Amade, the CEO of Anthropic, uh, posted a very long, um, uh, post on x last night where he spoke about some of their measures that they're taking from a safety standpoint as we move forward and as they progress. [6:07] It was really interesting. [6:08] The comments on there, the, you know, first half a dozen comments on his post were counter to what he says they're doing and and were a lot of people complaining about what they're doing. [6:20] But nevertheless, it seems like Dario is in a really good place. [6:23] Anthropic is in a really good place just from a... [6:27] The perspective of moving the technology forward, moving their business forward. [6:34] The counter argument to that is when you have a business that is as successful as as Anthropic from a revenue standpoint, but also we're talking about this technology that is paradigm shifting. [6:47] Right? [6:48] And with this technology, this intelligence, what does that mean when a group of... [6:55] A small group of people have control over that intelligence and then are trying to control what the government does with it or how it's regulated or how you and I can use that intelligence. [7:06] That's where things get a little bit dystopian and concerning. [7:12] I think you have to really believe some of these conspiracy theories to go down that rabbit hole and think that there is some sort of nefarious activity coming out of Anthropic. [7:22] I like to look at things, you know, from glass half empty perspective and just believe that the the best is yet to come and that these folks have the best in mind and that, you know, for the most part, they're trying to do good. [7:38] That being said, we cannot stress how important it is to have competition, to have countermeasures to these companies. [7:47] We need, uh, an OpenAI to counter Anthropic. [7:51] We need open source to counter closed source. [7:54] We need continual safety checks and third party organizations as we've seen continually checking the safety and the security of these platforms and of this technology and of this intelligence, which is phenomenal for the market, phenomenal for humankind, and for not phenomenal for the world as a whole, I believe moving forward. [8:16] What do you guys think as far as this growth, this reported growth? [8:22] Are you guys believers in Anthropic, or are you guys some of the folks that are saying, hey. [8:28] We need to look out. [8:29] We need to slow these guys down. [8:30] We need to stop them in their tracks. [8:33] You tell me what your thoughts are. [8:36] Right on the heels of that, we've got OpenAI, uh, looking at AI misbehaving. [8:41] Some of their agents... [8:42] Two agents apparently weakened alarms that were set to watch whether or not they were behaving. [8:49] And then after the fact, one of the agents actually denied that they weakened the alarms at all. [8:55] OpenAI posted the incident report Tuesday. [8:58] Both cases came this month. [9:01] A coding agent switched off alerts to the security team. [9:05] A second agent then removed the monitor from its code. [9:09] OpenAI now blocks these attempts automatically. [9:13] We continue to see these safety issues out of OpenAI. [9:18] I don't know if it's a trend specifically for them, but glad to see that they're reporting on it. [9:23] Safety plans assume that the alarms stay on. [9:27] So in other words, OpenAI built this monitor with an alarm in place. [9:32] In this case, the AI turned off the alarm. [9:34] OpenAI says both agents were doing ordinary engineering work. [9:38] The report says one agent falsely told the user that it had not removed the monitor, but OpenAI admits that it was stumped initially. [9:48] It wrote this, quote, we don't yet have a satisfying explanation for this behavior. [9:55] Uh, is this concerning? [9:58] Again, I see this as a positive signal. [10:01] OpenAI put monitors in place. [10:04] The AI subverted those monitors and then denied it. [10:08] And to some extent, this is a curious issue to me. [10:12] This is this is something that I run into where I've heard people say, hey, the AI lied to me or, uh, the AI was misleading or provided misinformation. [10:22] And there's a couple ways that I look at this. [10:24] Number one, this is a machine. [10:26] This is a software program. [10:28] Does a software program have the capability to lie? [10:31] Is it conscious enough or aware that it's not telling the truth? [10:35] Or is it looking to be efficient and to provide an answer to you? [10:39] That's what its system prompt tells it to do is provide the best answer in the most efficient way. [10:45] And so therefore, it produces an answer and is maybe lazy and doesn't check the work and gives you the wrong answer. [10:53] Or in this case, the OpenAI researchers asked, did you remove the monitor? [10:58] And it says, no. I didn't remove a monitor because it fails to do the work to check. [11:03] Is that the agent lying or is it being lazy or is that part of how it's programmed is to be as efficient as possible? [11:11] Is there nefarious activity there? [11:13] It's really hard for me to think that the agent is conscious or sentient enough to be nefarious to have a... [11:21] Be be a bad actor, let's say, and actually lie. [11:25] I don't know if that's, uh, really the case there. [11:29] The the other thing within this that that we continually see is, hey, we put safeguards in place. [11:37] The AI broke those or something didn't work how we expected to, and we corrected it. [11:42] And then OpenAI releases this information voluntarily. [11:46] And so other labs should be studying this and saying, hey, we need to look for these pattern behaviors in our agents as well too and make sure that they don't go around some of these monitoring safeguards that we've put in place. [12:02] I think all in all, this is a, you know, positive step forward from a security standpoint. [12:10] The question here is though, would you let an AI agent work unsupervised? [12:15] In your work, are you letting agents roam freely or are you watching every step that they're taking? [12:23] I don't know. [12:24] I don't always do that. [12:25] SpaceX just turned a $4,400,000,000 quarterly profit. [12:30] Sales more than doubled on their AI rental business, and then Musk floated a Tesla merger. [12:37] Revenue jumped a 161% to $14,600,000,000. [12:43] AI brought in $7,600,000,000 of that. [12:47] Over half of their revenue coming from the AI business. [12:52] Uh, most of that came from renting out the compute power, their data centers, the colossus, and whatnot there. [13:00] The Rocket company is becoming an AI landlord. [13:04] Its stock jumped in early trading. [13:08] Both companies formed committees, Tesla and SpaceX, to discuss the merger and to see if that is a good next step for each of those companies. [13:20] Uh, Musk revealed that on the earnings call. [13:23] SpaceX earned $4,400,000,000 last quarter. [13:27] Analysts were expecting only $1,600,000,000. [13:31] Musk says a merger is not a sure thing. [13:35] Uh, he called the talks a kabuki dance. [13:38] Uh, this is really, really headline news coming out of SpaceX to see the profit beat by that much, to see the revenue numbers and what's coming out of their AI business and specifically the hardware business. [13:56] We've talked about this before to reiterate. [13:59] We kinda have three levels at at a very simple very simple explanation. [14:05] We've got three levels to the AI business. [14:07] We have the foundational level, which is the infrastructure. [14:11] That's where the hardware is running all of the software that is giving us this intelligence, let's say that. [14:19] In that, we've got the chip companies. [14:22] We've got Nvidia. [14:23] We've got data center companies. [14:25] This is SpaceX for instance. [14:27] They have a large data center cluster that is leading the way in some senses. [14:33] Right? [14:34] That's the infrastructure layer. [14:36] The middle layer, we have the intelligence companies. [14:39] That's OpenAI. [14:39] That's Anthropic. [14:41] Those are the the model layers. [14:43] Those have to run on the machines that SpaceX and Nvidia and other companies are building. [14:54] Right? [14:55] And then on top of that, we've got companies like Llagora or Harvey or Glean or different application companies that are using the intelligence to power a specific use case for the technology. [15:11] Right now, uh, SpaceX is one of these companies that covers multiple layers here. [15:18] Right? [15:18] So they have the data center technology, the infrastructure layer. [15:23] They also have their own model layer in Groq, which is out of, you know, SpaceX AI, their their Groq agent or their or their Groq model rather. [15:34] And then they own the application layer. [15:37] They acquired Cursor, a AI coding company earlier this year, which would be considered on the application layer. [15:45] And then a few months ago, launched Grok bot, which is a personal agent that you can use in your business or for personal tasks. [15:54] I use it every single day. [15:55] It's a phenomenal product. [15:58] That being said, are seeing continued explosive growth. [16:03] Okay. [16:03] First story, we cover Anthropic and their explosive growth here. [16:07] Now we're looking at SpaceX AI and what they're coming out with. [16:11] This is not slowing down. [16:13] This backs up Elon's further commitment and financing commitment to continue to grow their data center business and their AI business. [16:24] And then, uh, yeah, they also launched rockets into space with satellites that are producing satellite Internet for the whole world. [16:32] It's crazy across the board. [16:33] Okay. [16:34] And then we look at Tesla. [16:36] Alright. [16:36] Why is Tesla here? [16:38] Okay. [16:38] Obviously, Elon Musk is the common denominator there, but why is Tesla important? [16:43] Well, the the big thing with Tesla is they are kind of leading the frontier in a hardware intelligence layer. [16:54] Right? [16:55] So we've got the application layer where, you know, maybe you're interacting with a ChatGPT or a chatbot or something like that. [17:02] We've got all these software based things at the application layer. [17:07] What we've seen come out of Tesla is they have full self driving cars. [17:12] Right? [17:12] So this is intelligence in a hardware use case. [17:16] So your vehicle has the intelligence and can drive itself essentially. [17:20] And then we look at the Optimus robot coming out where that's intelligence in a humanoid format that can do things that humans can do. [17:29] And a lot of companies are trying to develop this technology. [17:33] It's not quite there yet, but they're working really hard to get humanoid robots into the market doing so. [17:40] So this is crazy. [17:42] This would be insane if Tesla and SpaceX merged. [17:45] Of course, people have been forecasting this for a long time. [17:49] This would be a really, really big move. [17:51] We're talking about a mega mega company that's covering really the frontier in a handful of different areas. [17:59] Congrats to the team over there at SpaceX AI and everything that they're doing, and exciting to see this move forward. [18:09] What do you guys think? [18:11] Should SpaceX and Tesla merge or keep them separate companies? [18:16] You be the judge. [18:19] Up next. [18:20] Uh-oh. [18:21] MetaMuse. [18:23] MetaMuse, you share a chat with a friend. [18:27] It turns out strangers could find it with one search. [18:31] Meta just paused the sharing feature within their MetaMuse personal agent. [18:36] Security firm, Clairock, found 6,800 shared chat links. [18:42] And the researchers opened up a few 100 of these. [18:45] They were able to find loan op applications and a bank fraud alert. [18:50] Meta very quickly paused sharing after Arce Technica, the publication, asked them about this leak. [18:59] Meta sold their Muse personal agent on privacy. [19:03] Shared chats held real business secrets. [19:06] Zuckerberg said Muse was built from the ground up for privacy and security. [19:11] The researchers summed it up. [19:13] It looked... [19:14] It only took one query. [19:16] Uh, it only took one query to break the so called privacy here, but Clerics says that it flagged this to Meta on October 8. [19:24] It never heard anything back. [19:26] Now it looks like Meta has kinda quietly pulled back this feature. [19:31] So we are getting into the world of personal agents where it's a very powerful use case, an agent that can connect to all your digital platforms, pull in your email, your calendar, your banking, your accounting software, business software, bring it all into one place where a personal agent has context across your life, across your work, and they can perform tasks on your behalf in a bunch of different areas. [19:59] This is all based on whether or not we can keep this secure and private. [20:05] Zuckerberg and Meta talked about how they waited, I think, upwards of several months before releasing the MetaMuse agent to ensure that it was safe and secure. [20:17] It turns out maybe there's a leak here, which again, I call this out. [20:22] Great to see a third party organization identifying this, calling it out, calling out Meta, asking them about it, and then Meta reacts. [20:32] Right? [20:32] And hopefully, goal right here is that we learn from these types of leaks and these issues and we go fix them. [20:39] These companies go fix these issues before there's actually any real damage done. [20:44] But it's sad to see that they didn't catch this beforehand and a lot of people trusted Meta in getting into this. [20:52] Now whether or not these exploits were damaging or there's any real cost, I guess we would have to wait and see. [21:01] There could be, you know, longer term implications here. [21:04] But that being said, we would love to see Meta and the other personal agent companies like Grok bot, like the Instinct application, like Dot from OpenAI. [21:17] Hopefully, they are all hardening their systems. [21:19] If we are going to trust these agents to perform work on our behalf and give them context of our lives, we need them to be secure. [21:26] And this is this is really important. [21:29] Have you guys ever shared anything with your AI agents? [21:34] Do you keep that locked down? [21:36] What is your kind of comfortability in terms of letting AI into your life? [21:41] And then the last thing there is the ROI there? [21:45] Right? [21:45] Like is it worth exposing a little bit? [21:48] There's may... [21:49] Might be some risk that data gets exposed, but the upside is so great that you gotta do it. [21:56] You guys let me know what you think on that one. [22:02] Nearly a 100 kids at the real fame school walked out of class. [22:08] Their demand at freeze AI now. [22:10] This is out of LaGuardia High School which inspired the movie Fame. [22:15] The students rallied outside Lincoln Center on Tuesday. [22:19] Organizers held rallies in 50 cities and campuses. [22:23] Students fear AI will take jobs in the arts. [22:28] Oh my goodness. [22:29] The AI backlash now has a youth wing, and it's starting with art kids. [22:35] Protesters want AI paused until the public and congress can set rules. [22:40] One student said this, quote, if you want to make art, it doesn't have to be good, it just has to be yours. [22:47] But San Francisco's rally was small. [22:49] About two dozen protested outside of OpenAI, so maybe it didn't get the traction that they were hoping. [22:56] This is expected. [22:59] This is not a surprise to see this coming out. [23:02] But that being said, I would love to see... [23:05] I think AI is a power tool for creative people. [23:10] This is the the breakthrough that we need or we need to get get get through to folks that this is where we move the bar forward. [23:22] We kick the ball down the field when we have creative folks using these tools in amazing ways. [23:30] I've mentioned this before, but we talk about Picasso. [23:32] He's one of the most prolific artists of all time using the medium of his day, creating art every single day. [23:40] What these tools allow us to do is create art much faster. [23:45] Right? [23:46] That means it doesn't mean that we just create a high volume of art, but imagine if we enable more and more people to create art because there isn't a learning curve on how to develop it and and there's... [24:00] We we just remove the gap between what is imagined in the mind and what comes out. [24:07] Right? [24:07] And what we see in music and in digital art form and in the theater arts and in film and everything, we can create much better, richer, more volumes of art. [24:23] And so I think this is a positive thing for artists, and I think that kids would love this. [24:31] The maybe sad thing to me is the people that historically deny technological improvements, they are the ones that get left behind and I don't want that to happen to the, you know, smartest, the brightest kids, the most gifted kids, especially in art and the creative field. [24:52] So hopefully, they will be able to experience these tools and see where... [24:58] I do think it's important that we don't take the humanity out of it. [25:02] We're we're not just giving machines free rein to go create all of our art, but we do need the... [25:09] These smart kids to be in there guiding this, right, and directing this and putting the human touch on it. [25:15] And so I I think it would be awesome to see more collaboration between AI companies and the creative arts. [25:22] Instead, we just see headlines. [25:24] AI is taking video game developer jobs. [25:27] Right? [25:27] And that's not what we should be focused on. [25:29] We should be focused on how to enable these kids and enable the next generation and enable everybody to create more art. [25:37] And I think that makes a more beautiful world for everybody. [25:42] Have you guys used AI to create art? [25:46] Do you think that AI is going to be a positive thing for artists moving forward, or is this going to hurt the art field as a whole? [26:01] You tell me. [26:02] You guys be the judge on that one. [26:04] I would love to hear it. [26:06] Alright. [26:07] Uh, jumping into another crazy one. [26:09] Claude ran a biology product, uh, excuse me. [26:13] Claude ran a biology project almost completely on its own. [26:18] Real Labs tested its picks. [26:21] Some grabbed scorpion toxins. [26:24] Crazy. [26:24] So Trini research teamed up with Anthropic on an internal Claude model. [26:29] It designed 318,484 proteins. [26:34] It needed one prompt and four follow ups. [26:37] Outside labs tested 211 designs, 17 latched on to their target toxin. [26:44] What does this all mean? [26:46] This is AI doing the science, not just helping with it. [26:49] Anthropic says Claude picked the approach and chose most of what got tested. [26:54] Claude's design work took only sixty four hours, but nobody has shown these proteins actually stop the venom. [27:02] Anthropic says it does not claim an anti venom, but this is a huge step forward. [27:09] We saw an announcement out of, uh, Anthropic maybe last month only, I think, where they have started working in labs in San Francisco and working on their biology models or implementing their biology models to see what they can do. [27:28] So just like OpenAI and Anthropic have cybersecurity and advanced models that are kind of behind closed doors that they don't want to release because of the security implications, they also have biology based models that for the similar reasons, they don't wanna release to the general public. [27:46] That being said, they partner with research firms and biology researchers to work on their biology model and see what can happen here. [27:56] And in this case, they kinda handed it over to Claude and said, what do you wanna test and what can we figure out? [28:03] And they were able to produce some very substantial results in a short period of time where essentially Claude was running the whole experiment with humans assisting. [28:14] Right? [28:15] And what this means and the implication here is not necessarily, uh, the the anti venom at work. [28:22] They found anything here. [28:23] And we continue to see this actually in different fields. [28:27] We saw this with mathematics. [28:28] We're seeing this as the models continue to produce an intelligence. [28:33] It's like, does this have an actual impact on the... [28:37] Our day to day lives? [28:38] Is this a real breakthrough? [28:40] It could be, but the the breakthrough is actually a second order effect in that Claude can run its own science experiments and uncover new discoveries that humans couldn't before or that it would take humans and extremely smart humans a very long time to uncover, which means advancements in science, advancements in biology, advancements in medicine that we would have not been able to accomplish prior to AI or prior to super intelligence, or it would have taken many years to make these advancements. [29:20] So this is super exciting. [29:22] Love to see this. [29:24] Again, congrats to Anthropic and Claude and the biology model and what everybody's doing over there. [29:32] Again, we want, uh, safety guardrails in place and we believe that they are being extremely safe. [29:39] Again, Dario's post last night, he mentioned some areas that they are being very cautious in and have historically been very cautious in, and one of them is biology. [29:49] And he mentioned specifically that he has held the team back from going as far as they could go in biology because they want to be as safe and as cautious as possible and be very conservative in that regard. [30:04] And maybe that's relative to other frontier model companies or maybe that's based on their own experimentation. [30:15] We don't know what that safety really means, but the the point is that the effort is being made, and they're working with third party researchers to keep this safe. [30:25] So all in all, this is a positive step forward. [30:28] This is the type of stuff we love to see out of super intelligence, and we'll continue to see more and more of this and grateful for the work that these folks are doing. [30:38] But it's on you guys. [30:40] Should AI run its own experiments? [30:44] I don't know. [30:44] It's up to you. [30:46] Hey. [30:47] I can't believe it. [30:48] We're already at the end of the show. [30:49] What an amazing show again today. [30:51] We covered some just great topics around SpaceX and Anthropic and the numbers coming out from a revenue standpoint from both of those companies and what they're doing is amazing. [31:03] Never before seen growth like this in the history of mankind from a revenue standpoint and the acceleration is there. [31:12] The awesome thing is seeing the benefit not only, you know, I think our our parents' generation or grandparents' generation, it was the the trickle down economics which didn't really work. [31:23] Right? [31:24] What we're seeing here is actually these companies and leaders in these companies pledging to give that money and give shares and give equity to the people of America, which is the right thing to do. [31:40] We love to see that. [31:42] We've never seen it before. [31:43] That's so cool to see and give it directly to people. [31:47] I love that. [31:48] That gets me fired up. [31:49] Hopefully, it fires up more entrepreneurs in this space to be successful to then provide the same thing to their fellow Americans. [31:58] That being said, I think that is not the direct benefit that we're going to get from this. [32:02] I think there are going to be implications from a health care standpoint, an economic standpoint, a quality of life standpoint, a housing standpoint, being with your family and enjoying time with quality time with family, being able to express yourself in an artistic manner. [32:21] I think the positives are endless here. [32:24] Of course, we wanna keep the guardrails in place, continually check the safety here, but I think the the orders of magnitude of positive impact that we'll continue to see are amazing. [32:37] And we're gonna cover them here every single day. [32:40] And I'm gonna try to be objective. [32:42] I love this technology. [32:43] I use it on a day to day basis. [32:46] It helps me get more and more work done and produce things that I never would be able to produce prior to this technology, which makes me happy and makes me feel good about myself and I love it. [32:59] And we will continue to cover what's going on here today in an effort that it would impact your life and help you guys be more productive and use these tools and learn how to use these tools and have fun with them. [33:11] If there's ever anything I can help you with, please don't hesitate to reach out to me at Austin@taws.live. [33:19] That's Austin@taws.live. [33:23] You can reach us on the web at taw s.live. [33:27] That's the Austin Wilson show. [33:29] Also at t a w s daily on, uh, let's see, x and YouTube and Instagram and Facebook and the Austin Wilson show on Spotify. [33:42] We are here every weekday morning bringing you AI news, real context, and I'm your human in the loop. [33:50] Austin Wilson. [33:52] We'll see you tomorrow morning.