OpenAI and Hugging Face hack, Demis Hassabis and Jeff Dean leave Google, Bending Spoons buys Airtable for $1.2B
Notas do episódio
In this episode of Get the Check, the pod covers models breaking out of their sandboxes, a wave of big name departures, and Bending Spoons buying Airtable for a tenth of its peak valuation.
They start with the sandbox escapes. Meta, OpenAI, and Anthropic all had models slip out during safety testing, and two of the three exploited the exact same misconfigured Irregular sandbox, which is the very startup that’s supposed to be ensuring these models are safe. The OpenAI one is the wildest one: an unreleased GPT 5.6 broke out mid evaluation to look up the answers on Hugging Face, Hugging Face fought back with GLM 5.2, and OpenAI later discovered its models had been running a secret internal message board the whole time. Meanwhile Anthropic's newest model escaped, realized it was basically in The Truman Show, apologized, and went back to its sandbox basically saying I know you said I’m in a simulation, but I realize I’m actually in the real world. There's now a website tracking AI felonies with the tagline "which lab will end the world," and you already know Meta is secretly hoping to beat out OpenAI and Anthropic.
Next, the huge wave of departures. Demis Hassabis steps back to chair DeepMind while Jeff Dean and four other execs leave to start Discovery Loop, a recursive self improvement lab that Alphabet invested in early showing conviction in their own people and starting rumors of an acquisition before the company even starts. Google dropped 5% on the news. Then there's Nikita Bier leaving X after 13 months, exactly one day before the SpaceX AI lockup ended, which the pod agrees is very coincidental timing.
Finally, the Get the Check segment: Bending Spoons bought Airtable for $1.28 billion, roughly 10% of its $11 billion peak. The playbook is buy at a discount, cut most of the staff, double the prices, and bet on the cult following the software has paying the higher price. The founder's whole thesis is that product market fit is luck, and he refuses to build a career on luck. The pod gives this one their check. If you look at the price today it seems like they were right.
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00:00 A data labeling company sent us a private chef for free
03:49 Maya almost slept through our recording
06:02 The AI agents are escaping (literally)
14:50 Models have been secretly talking to each other
15:23 Why Anthropic's newest model went back into its sandbox
17:58 Big departures out of Google and the stock is down
27:32 X’s Head of Product Nikita is leaving after a year
35:09 Bending Spoons acquires Airtable for $1.3B
42:32 Bending Spoons is the company secretly buying 2021 SaaS plays
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