The US Just Made the Case for Open-Source AI

The Breakdown

Blockworks

Investing, Business

4.8 • 806 Ratings

🗓️ 15 June 2026

⏱️ 22 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Anthropic released Fable V — a wrapper around its Mythos model with strict guardrails. Within 24 hours, the White House forced it offline over a jailbreak that exposed Mythos's full cyber capabilities. David walks through David Sack’s thread, the export control, and why this is the strongest case yet for running your own open-source AI at home. Plus: Blockworks just acquired Messari, and the SpaceX IPO turned into a mess on crypto exchanges. Enjoy! TIMESTAMPS: (00:00) Intro (01:24) Anthropic (11:57) Blockworks Acquires Messari (14:38) SpaceX IPO FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

Transcript

Click on a timestamp to play from that location

0:00.0	It is Monday, June the 15th. Welcome back to The Breakdown. I'm your host, David Canales, as always. A few quick things for you this morning to get you ready for the week ahead. We're going to chat briefly about Blockworks are crying Masari, two of the biggest data and intelligence providers in the business coming together to form one giant beast of a platform. We're going to take a look at that. We're also going to be looking at
0:21.8	Anthropic, the Anthropic Roadpole. It released Fable. The US government said, no, you've got to
0:27.3	take it offline. And it's still offline. We'll be taking a look at the reason why and what it
0:33.0	means for just AI in general moving forward and what you can do in order to protect yourself
0:38.6	against government overreach. We're also going to be looking at pre-IPO stocks also effectively
0:45.0	a rug pull. The SpaceX IPO, at least the on-chain experience for the SpaceX IPO was not
0:53.3	exactly optimal for many people. We're going to be
0:55.8	taking a look at that. So enough jibba jabber without further ado, whatever else I like to say
1:01.6	before we head into the episode. This is The Breakdown. Let's get to it.
1:15.8	Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens.
1:18.8	This podcast is for informational purposes only and any views expressed by anyone on the show are opinions, not financial advice.
1:20.6	Host and guests may hold positions in the company's funds or projects discussed.
1:23.2	All right, let's kick things off with this Anthropic story about Fable 5 because everyone
1:27.4	was excited about Fable 5. Anthropic story about Fable 5 because everyone was excited about
1:28.1	Fable 5 Anthropic had styled it as a mythos-like model the most powerful, potentially the most
1:35.4	powerful ever released to the public to date. But it had strict safety rails so that it wasn't
1:40.2	misused because it is effectively so powerful. So you couldn't do anything cybersecurity
1:45.0	related. You couldn't do anything related to biology or anything like that, I guess, over
1:50.6	concerns that people used to make bio weapons and so on. It was online for, I think, I mean, less
1:57.5	than a day before the US government stepped in and effectively forced
2:01.2	anthropic to remove access to it over fears that people outside the US could use it to gain
2:10.2	some kind of either economic advantage or security advantage over the US. So essentially a national
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Blockworks, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Blockworks and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.