EP 08Jun 2, 2026 · 123 minShip It or Skip It
Six weeks ago Anthropic said a model was too dangerous to ship. This week they shipped Opus 4.8, called it near-Mythos, and said Mythos-class models reach every customer in the coming weeks. Was it ever that dangerous? We make the call.
Signal or Noise
The week’s AI headlines, filtered.
- SIGNALClaude Opus 4.8, near-Mythos alignment, 3x cheaper fast mode, and Dynamic Workflows that fan one model across up to 1,000 subagents
- SIGNALAnthropic passes OpenAI, a new round values it near $1 trillion, plus a projected first operating profit on $10.9B revenue
- SIGNALCognition raises $1B at $26B, Devin's autonomous coding agent hits a ~$492M run rate
- SIGNALA poisoned Nx Console VS Code extension stole Claude Code configs and helped clone 3,800 of GitHub's internal repos
- SIGNALPope Leo XIV's first encyclical takes on AI, signal for regulated buyers, noise for your standup
Ship It or Skip It
three real ideas from this month's builder discourse.
The Company Brain
My First Million Ep 822
Voice AI agent for the trades
Avoca's $125M raise
Stripe for AI agents
Circle Agent Stack
Hot takes
Two opinions, no disclaimers.
Oscar“Too dangerous to ship" was never a safety call. It was a 90-day enterprise head start.”
Matt“Devin at $26B is the top, not the floor. An agent lab with no distribution is the WeWork of 2026.”