Podcast 5-5 by Dongee · November 10, 2026

Transcript

Gabriel: Tuesday, November tenth. Hey there! Lina, yesterday Anthropic, the company behind Claude, released new models: Claude Fable five point two and Mythos five point two.

Lina: Two at once?

Gabriel: According to Anthropic, under the hood they're the same model. Fable comes with tight brakes on cybersecurity and biology, and it's on every paid plan.

Lina: And Mythos, I'm guessing, isn't for just anyone.

Gabriel: Only for verified cybersecurity and life sciences organizations. Both are faster than the previous version and… get this, using them costs twenty percent less.

Lina: Faster and cheaper. Now I'm suspicious.

Gabriel: And the best part's still coming. According to Anthropic, a thousand Fable agents, meaning a thousand copies working as a team, formalized the proof of Fermat's Last Theorem.

Lina: Formalizing means… translating it into a language a computer checks step by step, right?

Gabriel: Right. And they did it in about thirty hours. Their first attempt had taken days, and Opus, another one of their models, came nowhere close with the same setup.

Lina: Has anyone outside the company checked that?

Gabriel: Not yet. Same goes for the claim that it solved open problems in black hole physics. No outside review.

Lina: Wait. Wasn't it Dario Amodei, their boss, who asked back in September to slow AI down?

Gabriel: That's him. And Anthropic's answer is that he asked to go slower…

Lina: …not to slam on the brakes.

Gabriel: Exactly: "slow down, not pause." And this comes as the company gets ready to go public, which according to CNBC could be next week.

Lina: Keep an eye on that date.

Gabriel: If you're feeling generous, it's a real leap, and a cheaper one too: models that work for hours on their own, with controls to keep dangerous uses out.

Lina: If you look closer, every one of these feats comes from the company itself, with no outside review, right before going public and after all that talk about slowing down.

Lina: Gabriel, remember Megaspeed?

Gabriel: Alice Huang's company. Yesterday it was all anyone talked about.

Lina: According to The New York Times, the Commerce Department was investigating whether Megaspeed, a Singapore data center company, was smuggling Nvidia chips into China. And in August of last year, Nvidia's top lawyer wrote to the investigators.

Gabriel: Nvidia's lawyer… straight to the investigators?

Lina: His name is Tim Teter. And he said that Jeff Kessler, a senior Commerce official who reports to Secretary Howard Lutnick, had given him permission.

Gabriel: Yikes.

Lina: The agents got alarmed. Later, the Justice Department asked Commerce to pause its work, and the case moved over to Justice…

Gabriel: …which stuck it in a drawer.

Lina: No, the opposite: there's a criminal investigation into Megaspeed over there. And the paper says it's not clear what prompted the email, or whether there were other reasons for the pause.

Gabriel: And what do the people involved say?

Lina: Commerce says it followed the rules. Nvidia says it checks with officials when it has questions. And Megaspeed says it's running its own investigation, and that nobody answered when it offered to cooperate.

Gabriel: Everyone's got a statement ready.

Lina: And there's more: other agencies proposed putting Megaspeed on the trade blacklist. Commerce hasn't done it, and it's gone more than a year without adding anyone. That's its longest dry spell in eighteen years.

Gabriel: Now that does stand out.

Lina: Yesterday, Nvidia's stock fell four point three percent. And China called the spying accusation "defamation."

Gabriel: If you're worried, it's serious: someone who could be part of the case talked to investigators by invoking his boss, and that may have delayed the crackdown on chips going to China.

Lina: But it's also normal for companies to talk to Commerce. The case wasn't closed, it went to Justice, and there's no proof Nvidia tried to stop it.

Gabriel: Hey, Lina, imagine walking into the supermarket and the freezer is… hot.

Lina: Sounds like a nightmare.

Gabriel: It happened in France, one night in October. Someone broke into the refrigeration controls at more than seven hundred supermarkets and switched on defrost mode at crazy-high temperatures.

Lina: How high is crazy-high?

Gabriel: Over fifty degrees Celsius, according to the foreign minister, Jean-Noël Barrot. Goods were ruined and some small fires broke out.

Lina: Fires? In fridges?

Gabriel: Several. And on Monday, France said who did it: Shahid Kaveh, a cyber unit of Iran's Revolutionary Guard.

Lina: Calling them out by name.

Gabriel: And with consequences. France summoned the Iranian ambassador, it's going to push for European sanctions, and the Paris prosecutor's office requested international arrest warrants for the unit's head and his deputies.

Lina: And not just big chains, I'm guessing.

Gabriel: No. Carrefour, Leclerc, Intermarché… but also butcher shops, a slaughterhouse and food factories. The losses run to several tens of millions of euros.

Lina: So they weren't trying to steal data, they were…

Gabriel: …trying to do damage. France says it's the first purely sabotage cyber campaign on its soil.

Lina: Still, it doesn't sound very sophisticated.

Gabriel: That's the interesting part. According to France's cybersecurity agency, that unit poses as online activists and goes after industrial equipment from brands like Siemens. And experts quoted by Reuters say it looked easy.

Lina: Easy. Very comforting if you were just there to buy chicken.

Gabriel: The more alarmed take: a government sabotaged ordinary people's food, and Europe has to respond with sanctions and do a better job protecting those connected devices.

Lina: And the more technical one: it wasn't a brilliant attack, just badly protected equipment hooked up to the internet. The basics would have prevented a good part of the damage.

Lina: Gabriel, have you preordered GTA Six yet?

Gabriel: Obviously. Why?

Lina: Because you're not the only one. Take-Two, the owner of Rockstar Games, reported its results on Monday, and its CEO, Strauss Zelnick, said preorders are still at "unprecedented levels."

Gabriel: I knew it!

Lina: And that, ten days from launch, they expect "a historic year."

Gabriel: So they did amazing.

Lina: Mmm, not quite. In the quarter… well, July to September, they brought in about one point six billion dollars, less than a year earlier. And they lost money.

Gabriel: Lost money? With the most anticipated game in the world?

Lina: That's because it's not out yet. And NBA 2K twenty-seven, their basketball game, sold more than four million copies…

Gabriel: …which sounds like a ton.

Lina: But it came in below expectations. The company says too many games came out at once, and Bloomberg blames it partly on GTA Six's shadow.

Gabriel: So GTA is competing… with its own little brother.

Lina: Pretty much. Even Take-Two's other big games are getting overshadowed. And the sales forecast for the year, which they kept, rests mostly on that launch.

Gabriel: All their eggs in one basket.

Lina: And that launch is coming out on PlayStation Five and Xbox.

Gabriel: The optimistic view: GTA Six is so big it's reshaping the whole industry, and Take-Two's bet is about to pay off.

Lina: The cautious view: depending that much on a single game is risky. The rest of the lineup is weak, and the whole year rides on one launch.

Gabriel: Lina, do you know Logic Pro, Apple's music program?

Lina: By name.

Gabriel: Well, now it has a new button: "buy more usage." It's a forty-nine ninety-nine dollar pack, one-time payment, so you can keep using the AI when you hit your monthly limit.

Lina: On top of the subscription?

Gabriel: On top. It's for people who pay for Creator Studio, Apple's subscription for creators, in eight countries, including Mexico and Brazil.

Lina: And Colombia?

Gabriel: Not on the list. Whatever you don't use rolls over to the next month and expires after twelve months.

Lina: And how much usage does the pack give you?

Gabriel: That's the thing: Apple doesn't say.

Lina: So you pay without knowing how much you're buying.

Gabriel: And it can't be shared on the Family plan, and there are no refunds, except where the law requires them.

Lina: And is that AI Apple's own?

Gabriel: Logic Pro's assistant runs on Google's Gemini. Other Creator Studio features use OpenAI.

Lina: Apple's paying other companies… and we're paying Apple.

Gabriel: And according to the tech press, it's expected to reach Final Cut Pro, its video editor, and its office apps this month. Logic Pro is just…

Lina: …the beginning.

Gabriel: On the plus side, it's an honest way to charge for something that costs money every time it's used: light users don't pay extra, and if you need more, you buy more.

Lina: On the downside, you're paying twice without knowing how much you get, and it opens the door to charging this way across all of Apple.

Gabriel: That's it for today's episode. Tomorrow, five more stories. And if you run out of Logic Pro usage… just hum it.

Lina: Me, just in case, I'm checking my fridge's temperature today. Talk to you tomorrow.