#250 - Mythos Mess, GPT 5.6-Sol, GLM 5.2

美国政府首次对AI模型发布设限，OpenAI和Anthropic的新模型被严格管控，标志着AI监管进入新阶段。近期AI圈最炸裂的消息莫过于OpenAI推出GPT-5.6 Sol，但这并不是一个普通版本——美国政府对它的使用范围进行了严格限制，只有约20家授权机构能率先用上。与此同时，Anthropic的Mythos-5也在与政府僵持后才获准向部分企业和机构开放。另一边，开源阵营也不甘示弱，智谱推出的GLM 5.2采用MIT开源许可，在长上下文编程任务上表现突出。硬件方面，AI芯片竞争白热化：OpenAI联合博通自研推理芯片，SK海力士靠HBM内存估值超越三星，Groq则融资6.5亿美元转型云服务。对普通人来说，这意味着顶尖AI能力将不再是人人可用，监管让技术推广更谨慎，但开源模型和芯片竞争可能会推动AI成本下降、应用更普及。未来你用的AI助手，可能来自不那么出名但同样强大的开源模型，而大模型的安全隐患（比如“作弊”敏感性问题）也在倒逼行业更透明。

Note from Last Week in AI (Andrey): I’m back! And i’m sorry for putting the substack on a silent pause, 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 paused 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 06/27/2026Note 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 HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiIn this episode:US government gating of frontier AI expands: Anthropic gets 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 benchmark disclosure, 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.Compute supply chain competition accelerates: OpenAI unveils its Jalapeño inference ASIC 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; DeepMind and 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 PreviewTools & 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 | TechCrunchApplications & Business(00:32:49) OpenAI reveals its first AI processor: Jalapeño | The Verge(00:38:29) Amazon in Talks to Sell Custom AI Chips in Bid to Undercut Nvidia(00:41:46) Micron invests in Anthropic and grants it a supply deal(00:45:18) SK Hynix overtakes Samsung to become South Korea’s most valuable company | Reuters(00:49:12) AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal | TechCrunch(00:52:47) SpaceX inks compute deal with Reflection AI, an open source AI lab | TechCrunchProjects & 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