The Compute Crisis
Apr 14, 2026•38 min
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Episode description
Andrew and Justin discuss Anthropic's increasingly high compute demands, leading to frequent downtime and throttled usage, and compare it to OpenAI's treatment of its Codex users and the recent decision to shutter Sora. They also discuss Anthropic's Mythos announcement and its warnings surrounding cybersecurity, along with some thoughts on the IPO race for both companies.
Chapters
00:00 - Intro
01:14 - Compute
16:08 - Mythos
35:33 - IPOs
36:39 - Wrap-up
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