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In the latest episode of Silicon Valley’s well-known podcast 《All-In Podcast》, a heated debate unfolds around topics such as AI safety, Anthropic’s model release strategy, competition among open-source agents, and the AI commercialization boom. The show invites Brad Gerstner, founder of the investment firm Altimeter, as a guest, where he clashes with the hosts David Sacks, Chamath Palihapitiya, and others.
The episode first focuses on the unreleased incident involving Anthropic’s latest model, “Mythos.” According to the company, in testing the model can automatically discover vulnerabilities across operating systems and browsers, and can even link multiple weaknesses together to form an attack path. As a result, Dario Amodei’s team chose to delay the release, and in conjunction with including

At the Autoresearch Hackathon hosted by Paradigm, Ryan Li used AI to complete the problem-solving process and ultimately won the championship. He used multiple AI agents to automate research, generated more than 1,000 strategies, and successfully created an approximately 900-line Python market-making algorithm, demonstrating AI’s advantages in problem-solving. The competition emphasized AI’s exploration and decision-making capabilities, showing that it can serve as a core execution unit.

A U.S. federal court ruled to pause Arizona’s regulatory actions against the prediction market platform Kalshi, finding that the federal government has priority in regulating financial derivatives. The platform argues that its event contracts are not traditional gambling, but financial instruments. This ruling may affect a nationwide, unified regulatory framework for financial markets.

The United States and Iran held historic direct talks on April 11 in Islamabad, Pakistan, marking the first high-level diplomatic contact since the 1979 Iranian Revolution. The aim is to stabilize the ceasefire and seek a war-resolution solution. Both delegations are large in size, and Pakistan is serving as the intermediary. The negotiations are set against the backdrop of recent military clashes and their impact on global financial markets, and the market will closely watch developments.

Y Combinator CEO Garry Tan open-sourced the AI knowledge system GBrain, aiming to solve memory problems for AI assistants. GBrain uses a continuous “read → respond → write” loop, enabling AI to accumulate knowledge and deliver more personalized services. Its unique knowledge storage format and automated integration features can effectively manage information from a variety of data sources, and continue learning with each interaction. This reflects the venture capital industry’s emphasis on and demand for AI agent ecosystems.

OpenAI released a security advisory on April 11, requiring all macOS users to update their applications to strengthen security after discovering a supply-chain security issue with a third-party library, Axios. Although there is no evidence that data was stolen, OpenAI updated its security credentials to prevent potential risks. This incident highlights the supply-chain security risks that AI tools face.

A U.S. federal judge, Michael Liburdi, temporarily blocked the state of Arizona from proceeding with criminal charges against prediction market platform Kalshi. The state has brought 20 counts of illegal gambling against Kalshi. The CFTC argues that federal oversight takes priority and that prediction markets fall under its regulation; if ultimately established, it would benefit the legal environment for the entire industry. The case still requires further proceedings.

Bitcoin’s weekly gain this week reached nearly 7%, marking the strongest single-week performance since October 2025, as the U.S. core CPI data came in below expectations and a ceasefire agreement between Iran and Israel boosted market sentiment. The price briefly broke through $73,000. Market expectations have intensified that the Federal Reserve may start cutting rates sooner, and technical indicators show volatility compression, suggesting that significant price swings may be ahead. In the short term, attention should be paid to the ceasefire negotiations and the Federal Reserve’s policy direction.

OpenClaw founder Peter Steinberger announced that Anthropic blocked its API keys, impacting the ability to carry out end-to-end testing and making future compatibility with Anthropic models more difficult. This move reflects the tense relationship between AI platforms and open-source competitors, suggesting that the industry’s API policies are being reconsidered. The OpenClaw team also plans to expand local model support to mitigate the risk of being blocked.

Anthropic product lead trq212 announced that Claude Code added a /ultraplan feature, enabling developers to create and edit implementation plans on the web and choose to run them in the web or in the terminal. This feature separates planning and execution, improving the visualization and editing experience. It received enthusiastic reactions from the community, indicating strong demand.

Anthropic launched the Beta version of Claude for Word on April 10, allowing users to draft and edit documents in the Microsoft Word sidebar, with all changes displayed via Track Changes. This feature supports sharing context with Claude for Excel and PowerPoint, making cross-document collaboration easier. This move is part of Anthropic’s transition to an embedded AI assistant, competing with Microsoft Copilot, and providing a more explicit audit trail.

SpaceX CEO Shotwell revealed in an interview that the company plans to merge with xAI to build a lunar base and move its data center into outer space. In addition, as a supplier of landing vehicle systems for NASA’s Artemis program, SpaceX is committed to developing orbital refueling technology and hopes to achieve automated lunar production within five to ten years, reducing reliance on Earth’s resources.

Google announced on April 10 that its AI Mode restaurant reservation feature has expanded to eight markets, including Australia, Canada, Hong Kong, India, New Zealand, Singapore, South Africa, and the United Kingdom, signaling that the adoption of agentic AI is being further deepened. This feature allows users to search for restaurants, check availability, and book with a single click using natural language, improving the convenience of online reservations. The addition of Asian markets highlights Google’s presence in the region, but Taiwan has not been included in the initial rollout list.

Writer Liu Xuan said in an interview that due to the rise of artificial intelligence, the traditional education system no longer meets the needs. He believes the necessity of a university education is decreasing; in the future, talent competition will shift toward the ability to apply interdisciplinary specific knowledge and set defined goals, and he emphasizes the importance of social experience. Parents, meanwhile, should become their children’s “coach,” guiding them to explore themselves and adapt to change.

In 2026, a new consensus emerged in the AI industry: what determines whether an AI product is good or bad is no longer the model itself, but the layer around the model called “harness.” As the underlying models used by Claude Code, Cursor, and OpenClaw grow increasingly similar, what truly creates a product gap is the design of the harness. Martin Fowler’s technical blog, Anthropic product lead trq212, and Andrej Karpathy’s recent remarks all point in the same direction: the next battleground for AI is

SiFive announces the completion of a $400 million funding round, with a valuation of $3.65 billion. As demand for AI systems rises, the importance of CPUs in data centers is returning to the forefront. As an open architecture, RISC-V provides more efficient customization options; to date, SiFive has been adopted by more than 500 designs. Despite challenges in the software ecosystem, SiFive is confident about the future.

The Royal Government of Bhutan recently transferred approximately $18 million worth of Bitcoin. Its holdings have decreased from about 13,000 BTC in 2024 to 3,774 BTC, a reduction of more than 70%. The assets are managed by Druk Holding, and the country uses hydropower to mine Bitcoin. The recent transfers may be related to infrastructure financing needs. Bhutan still remains one of the world’s major Bitcoin-holding countries.