About this episode
Just 48 hours after releasing GPT 5.3 Instant, OpenAI have released GPT 5.4 Thinking, so either their is an imminent singularity or perhaps we are being distracted from other news. This video will give 9 crucial bits of context, not just on the GPT 5.4 drop but on the background to the meltdown between the Pentagon and Anthropic. What does this say about the state of AI progress, your job, and what is next.Check out my fast-growing (!) app, free to use, and code INSIDER15 for 15% off paid tiers: https://lmcouncil.aiAI Insiders ($9!): https://www.patreon.com/AIExplainedChapters:00:00 - Introduction01:06: GPT 5.4 Breakdown05:06 - Closing the Loop06:35 - Spiky Performance10:31 - Advice11:32 - Less Encouraging Developments - Fired Like Dogs17:45 - But Used in IranGPT 5.4: https://openai.com/index/introducing-gpt-5-4/Hallucinations: https://artificialanalysis.ai/evaluations/omniscienceInvestment Banking Bench: https://x.com/bradlightcap/status/2029684672343728452Move 37: https://x.com/nasqret/status/2029628846518010099System Card: https://deploymentsafety.openai.com/gpt-5-4-thinking/gpt-5-4-thinking.pdfPrediction Market Scandal: https://www.wired.com/story/openai-fires-employee-insider-trading-polymarket-kalshi/GPT 5.3 Instant: https://openai.com/index/gpt-5-3-instant/GDPVal: https://openai.com/index/gdpval/Claude in Iran: https://www.washingtonpost.com/technology/2026/03/04/anthropic-ai-iran-campaign‘Like Dogs’: https://x.com/AndrewCurran_/status/2029605783311470679Altman leak: https://www.cnbc.com/2026/03/03/sam-altman-tells-openai-staff-operational-decisions-up-to-government.htmlOriginal 2024 Switch: https://archive.fo/20240116172526/https://www.bloomberg.com/news/articles/2024-01-16/openai-working-with-us-military-on-cybersecurity-tools-for-veterans#selection-6173.83-6173.226Amodei Original Memo: https://www.theinformation.com/articles/read-anthropic-ceos-memo-attacking-openais-mendacious-pentagon-announcement?rc=sy0ihqAnthropic Apology: https://www.anthropic.com/news/where-stand-department-warOpenAI Employee Reaction: https://x.com/tszzl/status/2029334980481212820DoD Suppler Risk: https://www.cnbc.com/amp/2026/03/05/anthropic-pentagon-ai-claude-iran.htmlAtlantic Exclusive: https://archive.fo/20260301152646/https://www.theatlantic.com/technology/2026/03/inside-anthropics-killer-robot-dispute-with-the-pentagon/686200/#selection-941.61-941.212No Negotiation: https://x.com/USWREMichael/status/2029754965778907493$20B Doubling: https://archive.ph/20260304111124/https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feudMarch 2022 Interview: https://www.youtube.com/watch?v=uAA6PZkek4Ahttps://lmcouncil.ai/Non-hype Newsletter: ht
