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

TBPN

[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

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

Read the full transcript

The candid version is on a podcast,
not the earnings call.

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

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.