Why did Anthropic hold back Mythos?

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Episode Description

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Brief Summary

Anthropic's delay of Mythos raises questions about compute costs and marketing strategies.

Key points

  • The Scarcity Strategy. Enthropic's decision to hold back Mythos creates an impression of scarcity and altruism.
  • Vulnerabilities Revealed. Mythos uncovers coding vulnerabilities, prompting a need for companies to patch bugs.

Transcript

Mark Andre pointed out that one of the reasons why Enthropic might have wanted to hold back Mythos is they simply didn't have the compute to serve it. The model was huge and very expensive to serve. Something like 10 or 20 times the token cost of say Opus. They knew Opus 4.7 was coming out, right? So they hold it back knowing that they don't have the compute to serve it anyway. And they save their compute for the next iteration of Opus. And then by holding it back, they create this impression of scarcity and altruism and it turns into this gigantic marketing event for their product because everyone in the government's like, "Oh, wow. They're holding it back cuz it's so amazing."

Now, look, I think it may have been genuinely altruistic as well in the sense that Mythos does reveal coding vulnerabilities that people didn't know about before. And it does make sense to give time to companies with large code bases to patch these dormant bugs and vulnerabilities. But it's looking more and more like Anthropic could not have offered that model commercially anyway because it was just too big and expensive and they need to create space for Opus 4.7. So, it's an interesting theory on what actually happened

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