Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella. Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN

TBPN

# Full Transcript

**Podcast:** TBPN

## Participants

- **John Coogan** (TBPN)
- **Jordi Hays** (TBPN)

## Transcript

[SPEAKER_00] There is a ton of AI news. Andy Jassy released the 2025 Shareholders Letter. Amazon is known for fantastic shareholders letters dating back to 1997. I thought he did a good job of sort of resetting the AI narrative. There's this AI lab horse race going on, of course we've been covering it all week. Anthropic Mythos Preview and Project Glasswing launched on Tuesday, quickly followed by news today that OpenAI also plans to deliver a model with advanced cybersecurity capabilities to key internet infrastructure.

[SPEAKER_00] providers. And there's this debate going on over how and when these models will roll out. I think this is gonna be an ongoing trend. I don't think cybersecurity is the last model capability that will be slowly delivered to key companies first. Cybersecurity is a perfect fit for powerful coding agents, and people have been digging into exactly how some of these zero-day exploits, some of these bugs and vulnerabilities were discovered. And it makes a ton of sense that if you have a model with the AI, you know, you can see a lot of them.

[SPEAKER_00] I'll see you've got some of them. What's the best out there. I can see, you've got a lot of them. It's a lot of them, you know, you know, a lot of them. I think that they're here, you know, you're not somewhere about them. white pill for containing powerful models. I wouldn't be surprised if we see something similar happen in biosafety. Now, the biosafety AI research loop is a little bit longer because you might have to go to the lab. It's not entirely existing in a computer, in a virtual

[SPEAKER_00] machine that you can spin up and just brute force reinforcement learning against. But you could imagine if a model develops capabilities, maybe in the next run, maybe in middle of this year, if a model becomes powerful enough to design a harmful virus or something like that, you would want the lab that creates that model to deliver that to the scientific community and companies that can protect the population against the development of new harmful biological viruses,

[SPEAKER_00] just like we're protecting the internet against cybersecurity viruses. And so I'm not exactly sure where this all goes, what the other 10 steps are. But in general, it seems like there's going to be a pattern of a powerful model becomes capable of doing something that it makes sense to share with the particular community that can defend against that new capability. And then the entire community needs to make sure that that capability is carefully under control before releasing a version of that

[SPEAKER_00] model that can still, you know, in the biosafety example, like you still want a model that can help you learn about biology, learn about how viruses are made, how they mutate. This is important for education and augmentation of the scientists from, you know, high schoolers al...

Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.