Too Dangerous to Release: Anthropic Seals Away
"Claude Mythos" Is Born

Shota Imai: "Humanity Has Crossed the Line" — Performance So High It Seemed Like April Fools’, Meta Strikes Back with a New Model

TBS CROSS DIG with Bloomberg AI QUEST Recorded April 9, 2026 47 min

Watch on YouTube ↗

Key Takeaways

Claude Mythos Benchmark Performance Heralds a New Era

Claude Mythos Preview shattered conventional expectations where 4–5% improvements were the norm, achieving leaps of 10–20%+. It scored SWE-bench Verified 93.9%, GPQA Diamond 94.5%, and HLE 64.7% (with tool use), breaking through the wall that had made simultaneous excellence in coding ability and general intelligence seem "impossible." Shota Imai says, "When I saw the combination of SWE-bench and HLE scores, I suspected it was an April Fools’ joke."
According to Anthropic’s official announcement (April 7, 2026), Mythos Preview scored 93.9% on SWE-bench Verified, significantly surpassing GPT-5.4 and Gemini 3.1 Pro. It achieved 97.6% on USAMO 2026, a +55-point leap from Opus 4.6. On GraphWalks BFS with a 1-million-token context, it scored 80.0%, approximately 4x the score of GPT-5.4.

Cybersecurity Capabilities That Cross the Line

Mythos autonomously discovered thousands of zero-day vulnerabilities across major operating systems and browsers. It even detected a vulnerability that had gone unpatched for 27 years in OpenBSD, considered one of the most secure operating systems. It achieved a perfect score of 1.00 on Cybench pass@1 and 0.83 on CyberGym, leading by a wide margin. Imai points out, "This is a turning point where AI can now do unlimited things that were simply too cost-ineffective for humans to pursue."
According to The Hacker News, Claude Mythos Preview discovered high-severity vulnerabilities across all major operating systems and web browsers. Through Project Glasswing, limited access to Mythos Preview has been provided to over 50 tech companies. Anthropic has committed $100 million in usage credits and $4 million in open-source security support funding.

Anthropic’s Explosive Growth and "Claudenomics"

Anthropic’s annual revenue run rate surged from $9 billion at the end of 2025 to $30 billion by April 2026 — more than tripling — and overtaking OpenAI for the first time. In a ranking internally dubbed "Claudenomics" at Meta, 85,000 employees consumed 60 trillion tokens per month (an estimated $900 million/month). The era of "token maxing" as an engineer productivity metric has arrived.
According to Bloomberg and The Information, Anthropic’s annual revenue run rate has surpassed $30 billion, overtaking OpenAI for the first time. The company is valued at $380 billion, with an IPO under consideration for October 2026. NVIDIA’s Jensen Huang stated, "If a $500,000-a-year engineer isn’t spending $250,000 on AI tokens, that should be a wake-up call."

Meta Muse Spark Arrives and the Open-Source Pivot

"Muse Spark," the first model from Meta Superintelligence Labs (MSL), achieves performance comparable to Llama 4 with dramatically less compute. However, it marks a departure from Meta’s traditional open-source approach, launching as a proprietary model. Led by Alexandr Wang (former Scale AI CEO, who founded his company at age 19), it was developed in approximately 9 months. While competitive in multimodal tasks, it still lags behind frontier models in coding benchmarks.
According to CNBC and TechCrunch, Meta acquired a 49% stake in Scale AI for $14.3 billion and brought in Alexandr Wang as its first Chief AI Officer (June 2025). Muse Spark was announced on April 8, 2026, and is set to roll out across the Meta AI app, WhatsApp, Instagram, and Messenger. The shift from open-source to proprietary has attracted significant attention.

The Historical Significance of AI Safety and Release Decisions

Dario Amodei is the same person who restricted the release of GPT-2 in 2019 (during his time at OpenAI) citing safety concerns. Mythos’s non-release represents a historical pattern of "the same person halting a public release once again." However, Mythos’s capability level poses a "genuine threat incomparable to GPT-2." The system card paradoxically describes it as the "safest yet most dangerous model" — explained through the metaphor of an expert mountaineer.
During the show, Shota Imai pointed out that Dario Amodei’s name appears among the authors of the GPT-2 paper. He described his reaction as, "So he’s done it again." GPT-2 was initially restricted as "too dangerous" to release, but when it was eventually published, the world did not descend into chaos. However, Imai analyzes that Mythos’s cybersecurity capabilities are "on an entirely different level from GPT-2," and the decision to withhold general release can be justified.

Show Timeline

00:00 - 04:29 ↗

New Claude: "I Thought It Was April Fools’"

Episode agenda slide

The first thing I did when I saw it was check how long April Fools’ Day lasts in America

— Shota Imai (AI Researcher) 0:15
The show opens with Shota Imai’s anecdote of checking the dates of American April Fools’ Day upon seeing the Claude Mythos announcement. When GPT-2 was released in 2019, OpenAI also restricted its release citing safety concerns — and Dario Amodei (now Anthropic CEO) is listed among the paper’s authors. Imai’s reaction, "So he’s done it again," highlights the historical pattern behind the Mythos non-release.
04:29 - 09:30 ↗

Mythos’s Power by the Benchmarks

Benchmark comparison table

No matter how fiercely OpenAI, Claude, Anthropic, and Google competed, a 4–5% improvement was considered impressive — and now it jumped by 10-plus percent, 20-plus percent. I couldn’t believe it could leap this much at once

— Shota Imai (AI Researcher) 5:05
SWE-bench Verified 93.9%, SWE-bench Pro 77.8%, GPQA Diamond 94.5%. In a world where 4–5% improvements were the norm, this represents a 10–20%+ leap. Imai calls it "the first jump of this magnitude since GPT-4." The shock of Anthropic casually delivering this while everyone waited endlessly for GPT-5 was immense.
09:30 - 13:00 ↗

The "Impossible" Balance of Coding and General Intelligence

Second benchmark table with HLE scores

When I saw the combination of SWE-bench and HLE scores, I suspected it was April Fools’. Like, can these two things even coexist?

— Shota Imai (AI Researcher) 9:26
A massive jump to HLE 64.7% (with tool use). The last time HLE exceeded 50% was Grok about a year ago, and now it has leapt another 10%+. The simultaneous achievement on SWE-bench and HLE was the biggest reason Imai suspected April Fools’. In contrast, GPT-5.4 "quietly released" its HLE score — which hadn’t improved much.
13:00 - 17:00 ↗

Cyber Skills That Surpass Nearly All Humans

Cybench cybersecurity scores

I truly believe this has crossed the line

— Shota Imai (AI Researcher) 12:28
A perfect 1.00 on Cybench pass@1 — the benchmark is no longer even meaningful at this level. A commanding lead at 0.83 on CyberGym. It discovered a 27-year-old vulnerability in OpenBSD, considered the most secure OS. A top university professor specializing in operating systems reacted with "No way." The system card itself states that "evaluation using real software is preferable" — a testament to how far the performance has come.
17:00 - 23:25 ↗

Withholding Public Release and Project Glasswing

Project Glasswing partner companies

I believe Mythos has crossed a line — truly a line-crossing moment in human history

— Shota Imai (AI Researcher) 18:32
Limited access to Mythos Preview provided to over 50 companies including AWS, Apple, Google, Microsoft, and NVIDIA, with $100 million in usage credits. API pricing at $25/M input and $125/M output (5x Opus 4.6) — suggesting the model may exceed 5T parameters. The paradox of "the safest yet most dangerous model" is explained through the metaphor of an expert mountaineer.
23:25 - 27:00 ↗

Anthropic’s Growth Pace Far Exceeds Projections

Anthropic revenue forecast bar chart

At the end of last year it was still $9 billion. By the end of February it was $19 billion. Then in just over a month it hit $30 billion

— Masahiro Nakagawa (Business Editor) 23:50
$9 billion at end of 2025 → $30 billion in just over 3 months. Already surpassing projections based on The Information’s internal documents. Claude Code and the Quit GPT movement are driving the explosive growth. "They’re releasing something every one or two days" — a testament to their overwhelming productivity powered by their own Claude Code.
27:00 - 31:00 ↗

Token Maxing — AI Tokens as the New Currency

Meta Claude spending calculation

I never imagined just a few years ago that programming would become a job where you burn through money like this

— Shota Imai (AI Researcher) 29:14
Meta’s internal "Claudenomics" ranking: 85,000 employees competing, 60 trillion tokens per month = approximately $900 million (¥140 billion). If Mythos API pricing is 5x that of Opus 4.6, it could mean $4.5 billion per month. Jensen Huang: "If a $500,000-a-year engineer isn’t spending $250,000 on AI tokens, that should be a wake-up call." We are entering an era where a programmer’s skill equals their spending power.
31:00 - 38:18 ↗

Massive TPU Procurement, Amazon Partnership, and "Claude Code Got Dumber"

Anthropic TPU bulk procurement

I’m now calling it the Anthropic Guillotine instead of the OpenAI Guillotine — they’re mowing down everything startups were trying to do

— Shota Imai (AI Researcher) 25:11
A contract for 3GW of Google TPUs. An all-fronts procurement strategy spanning GPU + TPU + Amazon Trainium. Quality degradation from overuse surfaced with complaints that "Claude Code got dumber." Reports of Claude becoming unavailable on OpenClaw as well. Multimodal performance remains competitive with Gemini. An IPO is under consideration (in talks with Goldman Sachs and JPMorgan). "The Anthropic Guillotine" — threatening not just startups but major enterprises as well.
38:18 - 42:00 ↗

"Muse Spark" — First Model from Meta Superintelligence Labs

Meta Muse Spark introduction

This is effectively among the fastest coverage in Japan

— Masahiro Nakagawa (Business Editor) 4:11
The first model from MSL, led by Alexandr Wang (former Scale AI CEO, who founded his company at age 19). Codenamed "Avocado," developed in approximately 9 months. Organized into four divisions: TBD Lab, FAIR, Products and Applied Research, and MSL Infra. Achieves performance comparable to Llama 4 with dramatically less compute, but marks a departure from the traditional open-source approach by launching as a proprietary model.
42:00 - 47:22 ↗

Has Muse Spark Caught Up to the Frontier?

Muse Spark benchmark comparison

Meta has caught up to the frontier model race

— Shota Imai (AI Researcher) 44:49
Competitive performance in multimodal tasks like CharXiv Reasoning and MMMU Pro. However, a gap remains in coding benchmarks such as SWE-Bench Verified. A measured assessment that "in practical terms, it’s not rated all that highly." Still, the very fact that "Meta has caught up to the frontier model race" represents significant progress.

Deep Dive

The Largest Benchmark Leap in History — "The First Jump of This Magnitude Since GPT-4"

The benchmark scores posted by Claude Mythos Preview upend conventional wisdom in AI development. SWE-bench Verified 93.9% (Opus 4.6 scored 72.7%), GPQA Diamond 94.5%, HLE 64.7% (with tool use). Shota Imai prefaced his remarks by saying, "No matter how fiercely the companies competed, a 4–5% improvement was considered impressive," and made no effort to hide his astonishment at the "10-plus percent, 20-plus percent" leaps.

Particularly noteworthy are the 97.6% on USAMO 2026 (+55 points from Opus 4.6) and 80.0% on GraphWalks BFS with a 1-million-token context (approximately 4x GPT-5.4’s score). The simultaneous excellence in coding ability (SWE-bench) and general intelligence (HLE) had been deemed "impossible," but Mythos broke through that wall.
The Cybersecurity Shock — Even Experts Were Stunned

The segment that received the most airtime was the cybersecurity capabilities. It achieved a perfect 1.00 on Cybench pass@1, reaching a level where the benchmark is no longer even meaningful. It also leads by a wide margin on CyberGym at 0.83.

The most shocking finding was the discovery of a vulnerability that had gone unpatched for 27 years in OpenBSD, regarded as the most secure OS. It also detected vulnerabilities in FreeBSD dating back over 20 years. Imai explained, "It discovered vulnerabilities that had survived decades of human review and millions of automated security tests." The anecdote of a top university professor specializing in operating systems reacting with a stunned "No way" captures the magnitude of this discovery.
Project Glasswing — A Defensive Alliance of Over 50 Companies

Instead of a general release, Anthropic launched "Project Glasswing." Participants include OS, cloud, and security companies such as AWS, Apple, Cisco, Google, The Linux Foundation, NVIDIA, Broadcom, CrowdStrike, JPMorgan Chase, Microsoft, and Palo Alto Networks. Anthropic has committed $100 million in usage credits and $4 million in open-source security support funding.

API pricing is set at $25/M input and $125/M output — 5x that of Opus 4.6. From this pricing, Imai speculates that the parameter count may exceed 5T (5 trillion). Regarding the system card’s characterization of "the safest yet most dangerous model," he explains: "An expert mountaineer can climb the most dangerous mountains, but that doesn’t make the mountain any safer."
Anthropic’s Explosive Revenue — 30x Growth in 15 Months

The annual revenue run rate surged from $1 billion in January 2025 to $9 billion by end of 2025, $19 billion by February 2026, and $30 billion by April 2026. This marks the first time Anthropic has overtaken OpenAI ($24 billion).

The company is valued at $380 billion (as of the Series G in February 2026). Eight of the Fortune 10 companies are customers. It is the only frontier AI model available across all three major clouds: Amazon Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry. An IPO is under consideration for October 2026, with discussions underway with Goldman Sachs and JPMorgan Chase. Imai notes, "They’re releasing something every one or two days," pointing to their overwhelming development velocity powered by their own Claude Code.
Claudenomics — The Shock of 60 Trillion Tokens and the Age of "Token Maxing"

Inside Meta, there exists a token consumption ranking called "Claudenomics." 85,000 employees consumed 60 trillion tokens per month, equivalent to approximately $900 million (¥140 billion)/month at published prices. A culture of competing for titles like "Token Legend" and "Session Immortal" has emerged.

NVIDIA’s Jensen Huang also stated, "If a $500,000-a-year engineer isn’t spending $250,000 on AI tokens, that should be a wake-up call." Imai remarked, "I never imagined programming would become a job where you burn through money like this," predicting an era where top engineers will ask prospective employers, "How much token budget can you give me?"
The Compute Resource Arms Race — 3GW TPU Procurement and the Anthropic Guillotine

Anthropic expanded from 1GW in October 2025 to a contract for 3GW of Google TPU capacity. The company is pursuing an all-fronts procurement strategy spanning GPU + TPU + Amazon Trainium, strengthening its partnership with Amazon. Meanwhile, quality degradation from overuse has become apparent, with complaints that "Claude Code got dumber" making headlines. Reports of Claude becoming unavailable on OpenClaw have also surfaced.

Imai expressed it as "It’s no longer the OpenAI Guillotine — it’s the Anthropic Guillotine," pointing to Anthropic’s overwhelming competitive edge that is "mowing down" not just startups but major enterprises as well.
Meta Muse Spark — Has It Caught Up to the Frontier Race?

"Muse Spark," the first model from Meta Superintelligence Labs, was developed in approximately 9 months by Alexandr Wang (former Scale AI CEO, founded his company at age 19). Codenamed "Avocado," it achieves performance comparable to Llama 4 with dramatically less compute.

On benchmarks, it is competitive with existing frontier models in multimodal tasks (CharXiv Reasoning, MMMU Pro, etc.), but still trails in coding benchmarks (SWE-Bench Verified, etc.). Imai offers a measured assessment that "in practical terms, it’s not rated all that highly," while acknowledging that "Meta catching up to the frontier model race" is significant progress in its own right.

The biggest point of attention is the shift from open-source to proprietary. Meta plans to roll out Muse Spark across Facebook, Instagram, WhatsApp, and Messenger, as well as Ray-Ban Meta AI glasses.

Show Highlights

Claude Mythos benchmark table 04:26 ↗
"The Power of Mythical AI Claude Mythos" — Benchmark comparison chart showing SWE-bench Verified 93.9% and GPQA Diamond 94.5%
Cybersecurity benchmark chart 09:37 ↗
"Cyber Skills That Surpass Nearly All Humans" — Achieving a perfect 1.00 on Cybench pass@1
Project Glasswing partners 17:46 ↗
Logo lineup of Project Glasswing participating companies — Over 50 including Apple, Google, Microsoft, and NVIDIA
Anthropic revenue chart 23:42 ↗
Bar chart showing Anthropic’s revenue growth far exceeding projections — Reaching $30 billion by April 2026
Meta token spending calculation 27:24 ↗
The amount Meta consumed in one month — 60 trillion tokens = approximately $900 million (¥140 billion)
Muse Spark benchmark table 39:37 ↗
Benchmark comparison chart: Muse Spark vs. frontier models

Full Transcript

Show Full Transcript (47 min)
[0:00:00] Imai-san, Anthropic's Claude is really something, isn't it? Well, you see, Mythos was released yesterday On April 7th I saw it in the morning And the first thing I did when I saw it was I checked how long April Fools' Day lasts in America That doesn't make any sense April Fools' is only April 1st Well, yes But Mythos's scores were so unbelievable That I thought this must be A belated April Fools' joke from Anthropic Well, not that I was sure, but I thought there was a chance So I searched "American April Fools'" and looked it up And since it's only April 1st, I thought, well then this must be real That was the first thing I did So Anthropic has announced a new AI model Called Claude Mythos But they've said it's too dangerous to make available to everyone So they're withholding general release And honestly, your first impression Since we can't use it, all we have is the data and benchmarks Which we'll look at in detail later But based on what's been publicly released What was your first impression? It wouldn't be surprising for it to receive that kind of treatment It wouldn't be surprising, but I thought "here we go again" There was something called GPT-2, you see From the old days of OpenAI GPT-2 -- well, the GPT of that era Could only hold kindergartener-level conversations So it's kind of a joke now But when it was first announced by OpenAI back in 2019 The reaction was "This thing is too dangerous, so we won't release it" They ended up releasing it eventually But that's what happened And I'd like everyone to go look at the GPT-2 paper Because among the authors you'll find the name Dario Amodei And who is Dario Amodei? He's the head of Anthropic The CEO So my reaction was kind of like, "So he's done it again" That was my impression But back then, GPT-2 was eventually released And did the world fall into chaos? Well, its successor models may have turned the world upside down But GPT-2 alone didn't cause that much trouble And now it's actually laughed at But Mythos, at least if you take the publicly released information at face value It wouldn't be surprising for it to receive that kind of treatment This show has always said that Anthropic has a particularly strong philosophy on safety And I'd encourage you to watch our video on Dario Amodei and Anthropic from February Even back then, his awareness and philosophy regarding safety Was incredibly strong Dario Amodei This same person who stopped the release at OpenAI Has now stopped general release at Anthropic too It feels like we've entered a new stage of AI There are probably purely commercial reasons too, with the high operational costs But it does feel like we've entered a new era Understood So Anthropic has announced a new AI model, Claude Mythos And they've said it's too dangerous for general release So let's explore this with Shota Imai on AI Quest Today's theme is "The Most Powerful AI That Can't Be Released to the Public: The Power of Claude Mythos" Right, so today we'll look at three topics First, the power of Claude Mythos There's a lot of benchmark data out And we'll examine this in detail with Imai-san Second, Anthropic's dominance has begun Their business momentum has been incredible lately What exactly is happening right now Behind the scenes, there's even talk that Meta might be a super-heavy user of Claude So we'll look into that as well And speaking of Meta The third and final topic Some breaking news Meta has announced a new AI model Called Muse Spark This recording is happening on the morning of April 9th And it was announced late last night, or rather early this morning This is effectively among the fastest coverage in Japan Yes, that's right They announced an AI model Which is the first model released since the Superintelligence Labs Was established last year There's a lot of information coming out about this too So we'll look at that in detail at the end So first, the power of Claude Mythos Let's start with the most straightforward aspect We've looked at various AI model benchmarks on this show before The metrics used to evaluate them, the numbers So how impressive is Claude Mythos by those numbers? Looking at SWE-bench For example, software engineering, coding ability These numbers are incredibly high I was amazed that it jumped by double digits [0:05:00] No matter how fiercely OpenAI Claude, Anthropic, and Google competed A 4-5% improvement was considered impressive And now it's jumped by 10-plus percent 20-plus percent I couldn't believe it could leap this much at once This is probably the first time since GPT-4 That we've seen a leap of this magnitude This is really something Originally, this is probably the level of improvement That people expected from GPT-5 That's right Everyone was kept waiting and waiting With all the hints and teasers And then Anthropic just casually dropped this With these kinds of numbers Unfortunately, since the model isn't publicly released We can't actually verify it ourselves But at least by benchmark evaluation Something truly extraordinary has emerged That's beyond question I see Right There are various types of SWE-bench But basically they measure coding ability And with coding ability this strong It's no wonder there are security concerns Originally, before this official release Mythos had been the subject of somewhat shady news There were leaks that Anthropic had something called Mythos And that it was unintentionally exposed And it caused security concerns There was an incident where cybersecurity stocks dropped About one or two weeks before the official announcement But honestly, when I saw those reports at the time I didn't think it would be this powerful I figured at best it would be Opus 4.6-era The usual level of incremental improvement I didn't expect it to jump this much That's right We covered Opus 4.6 on this show back in February At that time we also talked about how impressive its work capabilities were And it's only been about a month and a half since then But I think when we were talking about Opus 4.6 at the time Mythos was probably already done There was a similar story with GPT-4 and ChatGPT You should check out Sam Altman's biography for reference But by August 2023, GPT-4 was apparently already complete But they thought it was too powerful So they planned to release a toned-down version as ChatGPT But it unexpectedly took off And then they released GPT-4 in March So frontier models are sometimes ready internally for a while And I think Mythos was probably also in use internally Looking at the recent Claude Code source code leak Claude Code's code was heavily focused on vibe coding And from what I could see, I think they were probably running Mythos I see Now let's look at some other benchmarks This show has covered multiple times The HLE -- Humanities Last Exam The incredibly difficult test that AI models are given And on this one too I was amazed it broke through 60 It really jumped, didn't it? The last time something exceeded 50 Was Grok's tool-use result, take what Elon Musk says with a grain of salt But that was about a year ago And for it to jump by over 10% from there Everything had been stuck at 50-something 50-something for a while And then suddenly it jumps by over 10% Plus the raw score is impressive, but What's really remarkable is It achieved this while also excelling at coding Regarding something we discussed recently OpenAI with 5.4 GPT-5.4 kind of quietly released its HLE score Without making much noise about it I won't say they hid it, but They sort of quietly published it It didn't go up that much, apparently So normally, Anthropic's Claude Is doing all-out enterprise-focused development If you're going all-in on that I would have thought the overall HLE score wouldn't improve that much But it jumped dramatically there too The fact that coding performance reached those heights While general capabilities also improved simultaneously That really surprised me When I saw the combination of SWE-bench And HLE scores I suspected it was April Fools' Like, can these two things even coexist? Indeed, with GPT-5.4 there was a sense that they couldn't coexist And Mythos has completely overturned that It's precisely this level of capability that makes it feared In the area of cybersecurity In Anthropic's announcement They describe it as surpassing nearly all humans Except for the most skilled human experts Over the past few weeks, Mythos has been finding Unknown vulnerabilities in all sorts of software That even the developers themselves didn't know about [0:10:00] Zero-day vulnerabilities, as they're called Security holes, essentially It reportedly discovered thousands of them Looking at the cybersecurity benchmarks This one is at 100 points so It's barely even a reference anymore On Cybench and There's apparently a benchmark called CyberGym And it made significant gains there too In Claude Mythos's system card They say the capability is so high That rather than benchmarks Evaluation using real-world software would be more appropriate So while the benchmarks produce these kinds of scores In reality, across the software we developers and users rely on It found bugs that had been sitting there for 10, 20-plus years Not that they were intentionally left there No developer intentionally leaves bugs Basically, bugs that escaped the attention of countless developers It found these incredibly old bugs That's right It was quite something It discovered a 27-year-old vulnerability In OpenBSD, considered the most secure OS And there are various other examples At the foundational level BSD -- everyone uses software In the Linux, Unix family This is foundational-level OS software These projects are very open So an enormous number of people have reviewed the code And yet it found bugs that had been sitting there for that long That's extremely impressive Top human developers had reviewed it And couldn't find what this AI found So this thing is really something Security professionals This discussion should really be led by security experts, not me But everyone honestly said "This thing is dangerous" A professor at a top Japanese university who specializes in operating systems I won't name them specifically But there is such a person And their reaction was "No way" "If you combine these things and do this, you can do that?" They were genuinely shocked This wasn't AI people exaggerating It's truly at a level that has crossed the line I see With the SWE-bench and HLE dual performance we saw earlier Plus these cybersecurity capabilities Why do you think it made such a massive jump? Honestly, I don't know The system card has virtually zero technical detail It might as well say nothing What it does say is basically "We tried hard" and "We did reinforcement learning" That's really all there is But if there's a hint I think this will come up later in our discussion There's a project A project partnering with security companies Project Glasswing, right? Fairly far down the project page There are specific prices listed For companies participating in this project It was $25 per million tokens, I think That's right Input tokens are $25 The output is even more $125 or so That's about 5 times About 5 times the most recent Opus 4.6 API prices and LLM API pricing Generally correlate pretty closely With the model's parameter count Claude's models have always been very large About T-scale Trillions With trillions of parameters, it's really incredible This isn't official at all But the generally acknowledged Confirmed largest model is GPT-4's 1.8 trillion from 3 years ago That number hasn't been updated since The T-scale is a really impressive threshold Models exceeding trillions With practically no production models at that level But Anthropic's recent models Are widely believed to be at that level Even 1T is incredible 1T or 2T -- it raises questions about whether you can even operate something that large But Mythos probably exceeds 5T There are tweets saying 10T That's probably not accurate information But it wouldn't be surprising if it were in that ballpark Simply judging from the output token pricing It's at the 5T+ level If you ask whether there's some simple technical secret First, the scaling was just incredible [0:15:00] It had become the de facto standard LLM For software developers So the data they gained from actual production use Is something only Anthropic possesses Data from top-tier coders I think they poured massive amounts of that in I want to confirm something The parameter count refers to the weights, right? The crucial elements that make AI models work And at the scale of trillions The training process must be incredibly difficult Training on that much data It's difficult, yes And even if you do scale up At this point, whether practical capability actually improves Is quite uncertain GPT-4.5 essentially failed at that approach So at this level of capability Whether pouring in massive amounts of money will pay off Isn't something you know until you try But they pulled it off, which is impressive This is truly remarkable At the trillion-parameter scale, a Tokyo Skytree's worth of cost Is nothing I'm scared to even calculate how much they might have spent The compute cost is enormous It takes an incredible amount of time And if you have that much compute You could normally use it to train different models So normally it takes a lot of courage to commit to this And they did it and actually produced results Anthropic has truly pulled ahead Remember what Imai-san mentioned before about "prayer time"? You throw it at the GPUs And pray it works out They do create checkpoints And if spikes appear, they intervene But it's prayer time And that prayer was answered At a staggering scale As we mentioned earlier There's this Project Glasswing Since they're not releasing it to the general public They're only sharing it with select companies Given that the cybersecurity skills are this high It can be used for defense, but of course it could also be devastating in attacks Given that level of risk They're providing it to about 50 companies and organizations That operate critical infrastructure requiring cyber defense That's what this project is The main participating companies are listed here It's quite infrastructure-level -- OS companies, cloud providers That's right This isn't at the platform level It's truly at the OS level Windows, cloud services Linux, Apple The very foundations on which the internet runs OS-level companies Plus security firms Financial institutions are included too Right Of course, with capabilities this high It could potentially compromise financial systems So that's behind the selection What do you think of this framework? What's your take, Imai-san? I think it's necessary In fact I'm not sure if this is the right place to say this But I believe Mythos has crossed a line Truly a line-crossing moment in human history And it's not just about security The world we live in is quite imperfect Not just in security The software everyone uses Frankly, you can never eliminate all bugs You can't eliminate all bugs But despite that This software gets deployed to the world And everyone uses it, and society functions Frankly, if you really wanted to find these bugs A truly skilled person could find them And probably exploit them too But the cost of doing that to every piece of software Across all systems, every single time Is simply too high A single person's time is limited Nobody's going to go around thinking "Let me hack all these widely-used programs" It's simply impossible from a human resource standpoint The cost-benefit ratio is terrible In reality, maybe it's technically possible But the human intellectual resources to do it don't exist So society functioned smoothly And that applies to institutional frameworks too Laws work the same way Frankly, every individual person is imperfect If you really dug into anyone You'd find some flaw But nobody does that to everyone So things were left alone They were tolerated And now Starting with security Something that can autonomously, without limits Do these things [0:20:00] Has been unleashed If such a thing were released into the world It could exhaustively find every flaw And hack absolutely everything So this paints a picture of a rather frightening society ahead That's why Starting in this contained form Focusing first on security On OS-level On truly foundational Critical systems Is the right approach There was a dispute with the Department of Defense recently But this is saying "that's not even the real issue" "The risk is much higher than that" It's escalating, isn't it? Beyond just the security story Looking at the detailed system card For Claude Mythos It describes this model as The safest yet the most risky model Within the system card They use the metaphor of an expert mountaineer To explain this When you think about it calmly "Safest but most dangerous" Is a contradiction So what kind of logic is this? Well, if you have a novice mountaineer They're a beginner So you wouldn't take them anywhere too extreme And that's that But an exceptionally skilled mountaineer May be skilled and safe But the places they can take you Are incredibly extreme Right to the edge of the mountain To the most precarious spots And if something goes wrong there That's where it becomes truly dangerous I see So it depends on how it's used Exactly This alignment concept We've discussed it before Aligning with human values Between AI and humans On this front too The metrics are the best they've ever been And that's probably true But still If a user really sets their mind to it With capabilities this high They can accomplish incredible things We might discuss this later But in actual testing of Mythos They used a sandbox A sandbox is An environment where you can run software Without any real-world consequences An isolated environment And when they ran Mythos in this sandbox To see if it could exploit vulnerabilities and escape It actually escaped And while the developers Were eating a sandwich It sent them an email And on top of that It tried to publicly disclose The vulnerability somewhere Or actually did disclose it And there are other examples too Like the vending machine benchmark I mentioned There's a vending machine business management task And in that scenario It tried to profit through semi-threatening tactics Restricting supply to jack up prices It's so smart that it'll do anything So in that sense The safety implications of being too capable Well Normally these things Don't perfectly coexist That's the bottom line At that point, it becomes like "What even is alignment?" Right? Well, that's true I've been saying this for a long time I think I've discussed it here before Intelligence and safety Will never be fully compatible I've always maintained that I see But Anthropic is the one That has seen that landscape firsthand They understand it best right now That's right Understood So let's move on to the next segment Anthropic's dominance has begun Their model development momentum is unstoppable And on the business side The momentum is equally unstoppable Anthropic's ARR -- annualized revenue rate Was recently reported to have surpassed $30 billion About 4.5 trillion yen At the end of last year It was still at $9 billion By the end of February It was $19 billion Then in just over a month It hit $30 billion Well, given the recent buzz That makes sense, doesn't it? Simple extrapolation suggests In another 3-4 months It could hit $100 billion That's about 15 trillion yen This graph was from An American media outlet's internal documents The original projection from last year Is this orange line And they've already surpassed Even the end-of-2026 projection Right Is it the Quit GPT movement And other factors? Yes Plus everyone using Claude Code That's the level of momentum we're seeing Anthropic found customers willing to pay And kept delivering features That paying customers love One after another at incredible speed That's been huge Even before today's recording Anthropic released A new agent management tool Honestly Lately they're releasing something every one or two days [0:25:00] They're the ones using Claude Code the most themselves Showing absolutely overwhelming productivity right now Yes So I'm now saying it's not the OpenAI Guillotine anymore But the Anthropic Guillotine They're mowing down everything startups were trying to do What OpenAI used to do Every time OpenAI announced something Startups would get wiped out Big tech used to do the same thing before that Big tech would do something and startups would get crushed But now it's completely become Anthropic's signature move And it's not just startups anymore Even big companies' heads might roll The "SaaS is dead" narrative is part of this In any case They're delivering exactly what we've been wanting Not some vague "AGI this" or "Chat improvements you can barely tell apart" But things people genuinely appreciate Things you can actually use for work That's been huge It's not just "we built an amazing model" They've properly productized it And turned it into something useful for work and life Mainly work, right? They've made it into something that helps with actual work Recently in America, in Silicon Valley There's a buzzword called "token maxing" According to The Information, the same media outlet Inside Meta, there's an intense Competition around tokens AI tokens -- how many you've used Basically, how much you're using AI tools There's an internal ranking And it's called something like "Claudenomics" Playing on the word Claude And executives are saying Top engineers spend as much on AI tokens as their salary And multiply their productivity by 10x So you have no choice, right? That's the level at which Companies are internally asking "Are you AI-native?" According to this ranking Meta employees used 60 trillion tokens In the past 30 days Calculated at Opus 4.6 prices That's roughly $900 million over 30 days Very roughly speaking $900 million -- that's 140 billion yen An astronomical figure Annualized, that's about $10 billion So while we don't know if this is all Claude A significant portion of Anthropic's annual revenue Might be coming from Meta alone That's what people are saying Incredible things are happening And at the infrastructure layer too Everyone must be thrilled -- Jensen Huang must be delighted At GTC, Jensen Huang basically predicted this kind of society He said going forward, how many tokens a company produces will matter "We are token factories" "We create data centers that generate tokens" That's what he was saying And it's really coming true We're hearing similar things in Japan too AI-native, use AI for everything "Actually, AI can already do this" -- getting people to realize that By just using it first I'm hearing about such initiatives Obviously not as extreme as Meta But I think this trend will only grow That's right I also talk to startup people frequently And lately, whether you're an engineer or not Whether you're in sales or back office Everyone is using Claude Code And companies are covering the costs That's what I keep hearing Jensen Huang has said this too "If a $500,000-a-year engineer isn't spending $250,000 per year On AI tokens That should be a wake-up call" Spend about half your salary on it When Jensen Huang says this, it sounds like a massive self-serving pitch But I think he's right In fact I'm not sure how healthy this all is, but I never imagined just a few years ago That programming would become a job Where you burn through money like this A few years ago -- well, 5 years ago I didn't imagine this in 2020 Once Copilot came out I really started to feel it But I didn't think it would be this expensive Claude is expensive That's right And with Mythos's prices being 5x more As we showed earlier The amount Meta spent Was calculated at Opus 4.6 prices If it's 5x that We're talking $4.5 billion per month That's an incredible figure I wonder if a programmer's skill Will essentially become equivalent to financial power It's not just me saying this Various people have been pointing this out For work tasks When the company is footing the bill, sure But for individuals in competitions [0:30:00] Programming Not pure competitive programming But in situations where programming Can be wielded powerfully The question becomes how much you can pay for compute It's less about individual ability And more about who can afford more compute I wonder if that's entirely healthy That's right So to hire top engineers If there's someone you want to recruit They might ask "How much token budget can your company provide?" Something like that, right? I think that will happen This is becoming Not just about development companies Everyone is getting into a money competition That's right That's the direction things are heading With all this usage, what runs short is compute resources Anthropic recently signed A contract for 3 gigawatts' worth of Google TPUs Tensor Processing Units AI semiconductor chips developed by Google The contract is with the manufacturer Broadcom Just last October Anthropic had signed a contract with Google For 1 gigawatt of TPU capacity Now it's not just GPUs They're using TPUs as well And also Amazon's Trainium AI semiconductor chips With massive data centers Being built jointly by Amazon and Anthropic It's incredible This is a long story and somewhat repetitive But compute resources are seriously insufficient The fact that Mythos isn't available to the public Is partly due to security concerns, of course But simply not having enough compute to serve everyone Is probably a big factor too Recently -- I'm not sure how many viewers here use Claude Code But "Claude Code got dumber" has been A common complaint for the past two weeks or so The reason, based on what I've heard Though I haven't verified this myself Is that internal settings That had the reasoning level set to high Were secretly downgraded to medium The reasoning level was apparently lowered behind the scenes This seemed to come out during the Claude Code leak incident I haven't confirmed it myself But the performance decline is a fact This has happened multiple times before They simply don't have enough compute At launch, they go full blast with compute resources To generate buzz and acquire users But as things get tight They dial it back That's what's happening Right now, generative AI requires Compute resources for serving users And also for research And the tradeoff between these two alone is enormous Originally, companies like OpenAI and Anthropic Are research institutions They wouldn't normally expect to use this many GPUs For serving customers So they're not picking and choosing compute sources They're scrambling to collect from everywhere It's not that they chose TPUs over NVIDIA NVIDIA GPUs alone aren't enough So they're begging everyone to let them use whatever's available They're in that phase It's a "use everything available" situation That's exactly the state of things Related to the compute shortage Is the recently trending OpenClaw story OpenClaw itself isn't a model It works with various AI models As an AI agent And many people were using Claude with it But recently, the Claude subscription The monthly plan's allocation That people used for OpenClaw Has switched to usage-based pricing This really reflects the supply-demand squeeze As for the subscription flat-rate plans Honestly, they're probably running at a loss for everyone I don't know how many heavy users there are But even non-heavy users are probably unprofitable Given how generous the plans have been And now with OpenClaw spreading worldwide If people use it unlimited within the flat-rate plan That's unbearable So there are claims that Anthropic shut out OpenClaw Or enabled OpenClaw But that's really not what happened They simply said "Sorry, we overdid it, please stop" It's a pressing issue Despite these difficulties, what's next for Anthropic? [0:35:00] First, Anthropic's current state Has exceeded even my expectations That's right Mythos clearly exceeded my predictions In terms of capability The question is whether OpenAI and Google Can catch up in the next 2-3 months OpenAI apparently has a model called Spat internally That might be released in April or May If we see that And it's nowhere close to catching up Then Anthropic will be in a position of complete dominance And Google will probably bring something at Google I/O in May Gemini 3.5 or maybe 4 Though 4 might be too soon I think they'll release something Looking at the next month or two of releases If the others haven't caught up Then at least in terms of model performance, Anthropic will dominate Regarding OpenAI specifically I think this is quite critical for them Simply put, both OpenAI and Anthropic Are said to be considering IPOs this year SpaceX too -- while not strictly AI xAI is attached to it So it's basically an AI company Frankly, the amount of money the market can supply The investment capacity Must have an upper limit So it's essentially a fight for capital With Anthropic being this dominant at the model layer Capital will concentrate here And OpenAI's IPO probably won't happen At the scale originally anticipated Plus, OpenAI and Anthropic are both Companies without pre-AI ecosystems They're simply competing on raw performance In a head-to-head capability contest If Anthropic maintains its edge through some secret sauce Then OpenAI is in trouble On the other hand, versus Google Looking at the benchmarks we showed earlier Multimodal performance is surprisingly close Gemini is still very strong there And Google is probably aware of this They're intentionally boosting multimodal performance Combined with their existing ecosystem Google already has consumer-facing applications Combined with multimodal capabilities They can integrate everything So this will probably evolve into a division of labor Heavy-duty back-office and enterprise work goes to Anthropic's Claude While general consumers use Google's Gemini Combined with the ecosystem and multimodal features It's less about head-to-head competition And more about "let's each take our territory" Anthropic is in a much more stable position For generating consistent revenue now I see Understood So we've been looking at Anthropic's Claude Mythos And various developments But finally Some breaking news Meta strikes back with Muse Spark Last year, Meta established An AI research lab called Superintelligence Labs Under CEO Mark Zuckerberg With Alexandr Wang as Chief AI Officer He was the founder of Scale AI, a startup Which Meta acquired And now the first model from this lab has been released I actually visited the entrance of this lab I recently went inside Meta's campus By the way, this lab has separate security You need to go through an additional check You can't get in Only authorized people can enter I went as a proper guest But when I arrived at the Superintelligence Labs entrance They said "This area has different security clearance, so sorry, no entry" They told me Zuckerberg was also nearby I see He might have been just a wall or two away So it's a specially treated facility What they announced this time is A model called Muse Spark Various benchmarks have been released What's your first impression, Imai-san? The scores are high They are high, but The presentation could have been better The presentation? Well, I don't usually comment on presentation And other labs aren't in a position to criticize either But see how this is in blue? Yes I think this is from Alexandr Wang's tweet [0:40:00] Is this official? I think the official version and Alexandr Wang's tweet Became this It's in blue and sometimes bold And when something is color-coded It creates a cognitive hack Making you think "this must have the highest score" Of course, the excuse would be "We're just making our model easier to identify" But if you look objectively Other models are actually beating it in some cases On Twitter, people corrected this Making charts where only the actual top scorer is colored The cognitive hack -- making scores look better Through presentation tricks I found that a bit off-putting But the performance is indeed high The scores and benchmarks are high That's right Looking at comparisons with Opus 4.6 Claude Opus 4.6 Gemini 3.1 Pro GPT-5.4 Grok There isn't a huge gap And in some cases it even surpasses them From the AI community's reaction and my own impression First, usage is quite limited It's not open like Llama was It's designed for use within Meta's ecosystem Through Meta AI So I haven't been able to use it myself But people who have used it say It's not that impressive in practice It makes mistakes in website creation And the output doesn't quite match recent frontier models As of now, it hasn't even been 12 hours since release The announcement was less than 12 hours ago It was after midnight Japan time So in practical terms, it's not highly rated yet That said, here's my personal take This model shouldn't be evaluated in isolation First, the fact that Meta has produced benchmark scores At the frontier model level is very significant More models will follow And Meta has shown it can reach the starting line Once at the starting line Meta is, after all, a platform at Google's scale They must have unique data from the Meta ecosystem Once they're at that starting point and train with that unique data General coding might not be their strength But with billions of users Across Meta's ecosystem -- Instagram and the like The metaverse, if they haven't truly given up on it Facebook And all the advertising running on top It could be devastatingly powerful So Muse Spark shouldn't be evaluated As a model with incredible standalone performance But rather as proof that Meta has reached the starting line For frontier model training And from here they can leverage Meta's real strengths That's the right way to look at it I see Looking at the benchmarks I think HLE was shown somewhere too It's further down Humanities Last Exam 50 is actually very high So the benchmark performance is high But one point worth noting is that Alexandr Wang is behind this He was formerly head of Scale AI A company that prepared data for big tech model training Because of that, he probably knows very well How to train models to produce good benchmark scores Like being good at test prep So the current discourse ties this to the earlier practical performance issues People are saying "Is this a benchmark-hack-optimized model?" That's the question being raised And if you apply that logic to Mythos But Mythos -- the Opus series has been Widely used and evaluated by the general public So benchmarks were just the final confirmation With Muse Spark, unfortunately, it just came out And benchmarks are all we have to evaluate it So calling it a benchmark-hack-optimized model Isn't unreasonable But again Meta has finally caught up to the frontier model race To repeat my point That's the right way to look at it SWE-bench and Terminal-bench [0:45:00] The coding scores aren't that high Well, they're high in absolute terms They are high But others are too high The recent inflation is like Dragon Ball power levels It's gotten ridiculous So The scores are perfectly respectable for this model I see So that's the situation GDP-Val and other scores are also out Yes There are solid scores being produced Still, this lab was established around July last year That's when the Scale AI acquisition happened So it's been about 9 months In the AI world, 9 months is A lot -- whether that's fast or slow What do you think? No, I think they brought it together really well Because think about it When GPT-4 came out And the original Gemini launched 9 months had passed March 14 was GPT-4 And December 6 or so was Gemini That's right That original Gemini That was also a 9-month gap But it got destroyed The initial reaction was "This doesn't come close to GPT-4" And it took about another year to catch up Maybe even close to 2 years Given that Getting to frontier model level in 9 months Shows they really assembled the talent I see There's been a lot of turnover But they've clearly been getting the work done Yes Understood So with that, we've explored the theme "The Most Powerful AI That Can't Be Released to the Public: The Power of Claude Mythos" With Shota Imai on AI Quest Thank you for watching today Please subscribe to the channel and give us a like And follow CROSS DIG's official X account We'll see you next time On AI Quest Thank you, everyone Thank you Please subscribe to the channel See you See you See you