Episode summary
White House Works to Give US Agencies Anthropic Mythos AI | Bloomberg Intelligence
Bloomberg Intelligence
· · 23 min · Hosts: Paul Sweeney, Scarlet Fu · Guests: Jake Bleiberg, Mark Douglas, Randall Williams, Jen Rie
Summary
The episode centered first on Anthropic’s Mythos AI model and the White House’s complicated posture toward it. A guest said the federal government is building guardrails so cabinet-level agencies could use the model, even as the Pentagon has blacklisted Anthropic and officials have called the company a supply-chain risk. He said Mythos is being treated as a serious cybersecurity tool that could help banks and agencies stress-test systems before vulnerabilities are exposed to the public.
The conversation then shifted to Netflix, where a guest argued the company is moving from subscriber growth to monetization, especially through ads and live events. He said Netflix can generate roughly $7 to $14 of additional revenue per ad-supported subscriber and could eventually become the first trillion-dollar media company by market cap. Another guest said Netflix is still selective in sports rights and is most likely to focus on event-driven deals.
The sports segment turned to LIV Golf, where the panel said Saudi backing appears to be fading and the tour may need new capital to survive. The final segment covered Live Nation’s antitrust loss, the Paramount Skydance–Warner Bros. Discovery deal, and skepticism that a United Airlines-American Airlines tie-up could clear regulators.
Key takeaways
- A guest said federal agencies want to use Anthropic’s Mythos to find system weaknesses before hackers do, but access remains unclear.
- The host said Anthropic faces a split government response: some officials want the model in banks and agencies, while the Pentagon has blacklisted the company.
- A guest estimated Netflix can extract about $7 to $14 of extra revenue per ad-supported subscriber, making ads a major long-term growth driver.
- A guest said LIV Golf appears to be running out of Saudi funding and would likely need private equity or another backer to survive.
- The antitrust analyst said Live Nation’s liability verdict could take months or years to translate into real ticket-price relief because appeals may stay any remedy.
Notable quotes
“we learned about it publicly a couple weeks ago when the company gave a select group of government organizations and banks and cybersecurity firms sort of special tightly held access to it”
“they've been urging banks and financial sector organizations to use this tool to plug their own holes”
“I think it I've I've said in the past I think Netflix could be the first trillion-dollar media company in terms of market cap because of the ads”
“It's not a matter of if, it's just a matter of when”
“Live Nation has such a stranglehold”
How the episode opens
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Eastern on Apple CarPlay and Android Auto with the Bloomberg Business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. Perhaps there's going to be peace talks of a different kind in Washington as well because Anthropic CEO Dario Amodei is meeting with Susie Wiles, the chief of staff of the White House today.
Um and of course there's a lot of tension between uh the US government, the executive branch, and uh Anthropic, the AI startup, AI monster at this point. I feel like startup kind of undersells it. Let's bring in Jake Bleiberg right now.
He is Bloomberg News's cybersecurity reporter and he's been talking to us and he's been doing a lot of reporting on what the White House is doing when it comes to Anthropic's latest AI model, Mythos or Bethos as Alexis told us.
Is Very good. Mythos. Okay.
Jake, um it's official. It's Mythos, not Bethos. Tell us a little bit about the backstory here of Mythos because it's the latest AI model.
It's very powerful for Anthropic, but Anthropic also has a uh testy relationship with this White House. That's all right. Um so Mythos is this model released by Anthropic, not to the public, but we learned about it publicly a couple weeks ago when the company gave a select group of government organizations and banks and cybersecurity firms sort of special tightly held access to it because the company believes it's this enormous threat and has sort of vastly more ability to find holes in computer systems that might let hackers get in and do malicious things.
If they're limiting access, why are they allowing the government to have it?
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- anthropic ai
- white house federal ai deployment
- netflix earnings
- liv golf funding
- live nation antitrust case
Companies and tickers mentioned
- NFLX
- LYV
- Anthropic PBC
- Netflix
- Live Nation
- LIV Golf
Watch the episode
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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