Within about 6 months, all frontier AI models will have reached Mythos-level automated cyber offense/defense capability, not just Anthropic's Mythos and OpenAI's GPT-5.5 Cyber.
“we knew that other cyber models were coming. It wasn't just going to be Mythos. In fact, within 6 months or so, all the Frontier models are going to have Mythos level cyber capability.”
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Explanation
OpenAI's GPT-5.5 reached near-parity with Anthropic's Mythos on cyber capability benchmarks by May 2026 (71.4% vs 68.6% on AISI's expert-tier cyber suite), within the roughly six-month window.
Chinese AI models will reach frontier-level automated cyber attack/defense capability within approximately 6 months.
“it's really important to understand that the Chinese models are going to have these capabilities within approximately 6 months.”
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Explanation
No specific public evaluation confirming Chinese frontier models reaching comparable automated cyber-attack capability within the predicted window was found.
About 40% of currently announced AI data center projects will end up getting cancelled, consistent with the historical cancellation rate of announced projects over the last four years.
“the other factor that complicates that for anthropic and open AI is all the stuff that's sort of sitting around thumb twiddling. 40% of that is going to get cancelled because they've done such a poor job of creating a good positive halo around AI that 40% of all the announced projects get cancelled because 40% of all projects in the last four years have been cancelled.”
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Explanation
Roughly consistent with reporting that nearly half of planned 2026 US AI data center capacity was cancelled or delayed.
Within the next five to six years, most of the operational software running the world's businesses will be rewritten, increasingly by machines, driven by demands for operating leverage and by legacy code's inherent security flaws.
“Probably in the next five or six years there'll be so much reason to rewrite all of the software that runs the world. In one part because you're going to be asked to show more operating leverage and revenue growth, but in another part because everything else that was handmade in the past is just fundamentally insecure. Either way, all roads will lead to all the operational software that runs the world will get rewritten.”
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Explanation
The predicted five-to-six-year window for mass rewriting of operational software has not yet elapsed.
Eli Lilly's retatrutide will win FDA approval around mid-2027, though approval could plausibly come sooner, potentially before the end of this year.
“when's the projected date for >> 2027. Mid 27. >> That's what they're saying. Could happen sooner. I mean, the data is in the, you know, the FDA will take their time to evaluate it, but I think given the way this is all looking, >> could happen sooner, could happen sometime later this year.”
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Explanation
The predicted mid-2027 (or possibly sooner) FDA approval timeline for retatrutide has not yet been reached or resolved.