Ride straight from the Callback into this. They are one chain. The dismissal cleared the structural obstacle, and OpenAI is filing this week.
Target: $1 trillion valuation, $60 billion raise, September 2026 debut. Goldman Sachs and Morgan Stanley leading. The biggest tech IPO in years.
And Chris's Ep36 call is now on the clock: "OpenAI IPO gets chopped at the knees post-IPO. $60, then the next day it's $7. Early retail investors destroyed." September is when we find out.
Anthropic is negotiating a $30 billion round at a $900 billion valuation. If it closes there, Anthropic passes OpenAI (~$852B last valuation) for the first time.
Revenue run rate: $30 billion+ annualized, up from $9 billion at year-end 2025. Hit #1 on CNBC's Disruptor 50 this week.
The twist: Anthropic now has the revenue AND the valuation. OpenAI has the distribution — Dell, Singapore, the IPO momentum. Anthropic = revenue. OpenAI = distribution. Which one matters more for your business is the on-air argument.
Cover as one arc. Google's I/O was not a model race — it was an architecture pivot.
Gemini Spark: a 24/7 cloud agent that works while your phone is locked. Gemini Intelligence: screen-aware automation across apps. Gemini Omni Flash: multi-turn conversational video editing, free on YouTube Shorts. Gmail Live: voice-powered inbox queries. AI Mode at 1 BILLION monthly active users.
The structural echo: Chris's Ep39 "AI doesn't need a UI" and Olga's "UI bifurcation" calls landed in Google's biggest product — three weeks after the prediction.
Three stories, one message: AI agents are now real infrastructure — and infrastructure gets rules, a report card, and a bill. All three landed in the same seven days.
May 20, the NSA's AI Security Center published security guidance on the Model Context Protocol — MCP, the protocol that lets an AI agent reach into real software and do work. The memo's finding: MCP flips the normal pattern — software can now go DO things for you, not just hand you data — and it happened fast, before the safety rules were written. "Flexible and underspecified," like early web protocols.
Four named risks: an AI blindly trusting a tool, a tool firing when it should not, systems passing tasks without checking each other, and the data-packaging layer underneath. Systemic — "cannot be patched at isolated endpoints."
The government does not write security memos for toys. The week the NSA shows up is the week the technology became real. Independent research backs it — the MCPTox benchmark found 60%+ attack success across 45 live MCP servers (independent, not the NSA — say so).
Google added an "Agentic Browsing" audit category to Chrome Lighthouse. One check: does your site have an llms.txt file — a plain-text summary AI tools can read. Robots.txt, but for ChatGPT, Perplexity, and Gemini.
Google can't agree with itself. The Lighthouse team added the check; the same week, Google's Search team published guidance saying you do NOT need llms.txt. Search Engine Journal: "Google's llms.txt guidance depends on which product you ask." Honest nuance: the file is optional — missing it shows "Not Applicable," not a fail.
The direction is unmistakable even with the split messaging: your website is now evaluated on whether machines can understand it.
AI software prices have been rising sharply for six months — Anthropic, OpenAI, and Google all raised effective prices. (The viral tweet claimed a precise "20-37%" jump; that exact range is not sourced — say "rising sharply" on air.)
GitHub killing flat-rate, plus Microsoft and Uber's cost blowouts, is that prediction landing — hard.
OpenAI's general-purpose reasoning model disproved an 80-year-old math conjecture — the Erdős planar unit distance conjecture, open since 1946. A cross-domain proof, independently verified by Fields Medalist Tim Gowers and Princeton mathematicians. It was a general-purpose model, not a specialized math model. That is the wow.
Anthropic's Mythos cracked macOS in five days under Project Glasswing — controlled access to ~40 orgs. Two vulnerabilities chained into a kernel privilege escalation. Mythos is not publicly released.
Honest prediction tracking: Chris's Ep36/37 "Mythos releases by end of May" was logged a MISS, and it still stands for public release. But the model is real and operationally devastating. On air: "Chris was wrong about public release. He was not wrong about Mythos being a thing."
An artist posted a real Claude Monet painting — Water Lilies, 1915 — claiming it was AI-generated. 6.7 million people piled on with anti-AI critique. It was a genuine masterpiece. The "Claude" in the headline is the painter, not the Anthropic model.