Mythos & AI Bad Behavior 4/9/26

Squawk Pod

CNBC

Business News, Business, Investing, News

4.2 • 543 Ratings

🗓️ 9 April 2026

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

The state of the U.S.-Iran ceasefire appears fragile amid Israel’s strikes in Lebanon. Council on Foreign Relation president Michael Froman discusses the fog of the Iran war, the confusion in negotiation, and the many stakeholders in the region. Head of policy at Palisade Research Dave Kasten discusses Anthropic’s newest model Mythos, an LLM so powerful the company isn’t rolling it out to the public. Kasten shares his worries about the AI race, including developers’ increased tolerance of AI “bad behavior” in the name of innovation progress and speed. Plus, Anthropic has lost its bid to temporarily block the Pentagon’s blacklisting, and a few Polymarket users won big on particularly well-timed Iran war bets. Dan Murphy - 3:42 Michael Froman - 21:03 Dave Kasten 31:04 In this episode: Dan Murphy, @dan_murphy Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	Bring in show music, please.
0:04.5	Hi, I'm CNBC producer Katie Kramer.
0:07.3	Today on Squawk Pod.
0:09.9	A fragile peace, Iran accusing the U.S. of breaching the ceasefire just days old.
0:15.8	There's no way that what we need is going to be in what they're negotiating for.
0:21.3	How do you get both sides to save face or allow Iran to save any face?
0:25.6	Oil prices are higher after seeing the biggest one-day drop since the pandemic.
0:30.9	Counsel on Foreign Relations President Michael Frommon walks us through the details.
0:35.2	The problem here is that there doesn't seem to be told agreement as to what's included in the ceasefire
0:39.5	or not.
0:40.4	Israel's actions in Lebanon.
0:42.2	Are those included?
0:44.0	And, yeah, the computers are taking over.
0:47.3	Artificial Intelligence Company Anthropic is out with a new model so powerful, they're not letting the public access it.
0:55.8	Dave Kasten, head of policy at an AI research firm, is worried about the intelligence race and the possible safety threats.
1:00.6	I think your expectation should be that Anthropic is a little ahead, but not overwhelmingly
1:07.1	ahead, and they don't necessarily have much of a permanent moat here.
1:12.2	Plus, some betters on Polly Market, with pretty good timing, have made serious money on the Iran War.
1:18.6	Another wallet was created. This one just 12 minutes before the post on True Social, earned an estimated $48,000.
1:27.1	It's Thursday, April 9th, 2026.
1:30.8	Squawk Pod begins right now.
1:34.9	Stand Becky by in three, two, one.
	...

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