1. Sign up a large number of new users.
1. Use the growth numbers to attract capital and sign new compute partnerships.
-One thing the lab might notice with a large percentage of those new users is that they aren't particularly *good* at using the product. They're actually quite wasteful and not using the product for its highest and most valuable use. So a different method the lab might take is:
+One thing the lab might notice with a large percentage of those new users is that they aren't particularly _good_ at using the product. They're actually quite wasteful and not using the product for its highest and most valuable use. So a different method the lab might take is:
1. Make a big claim that gets attention for the product.
1. Gate access to a vetted set of partners.
Mozilla [used Mythos to fix its largest number of security bugs in a single month](https://hacks.mozilla.org/2026/05/behind-the-scenes-hardening-firefox/):
-<Picture src={bugs} alt="A graph showing the volume of Firefox security bug fixes shipped by month, trending in the 20-30 range throughout each month in 2025, with a spike to 60-70 in February and March 2026, up to 423 in April 2026" />
+<Picture
+ src={bugs}
+ alt="A graph showing the volume of Firefox security bug fixes shipped by month, trending in the 20-30 range throughout each month in 2025, with a spike to 60-70 in February and March 2026, up to 423 in April 2026"
+/>
`curl`, a nearly-ubiquitous Unix tool, [used Mythos to find a vulnerability](https://daniel.haxx.se/blog/2026/05/11/mythos-finds-a-curl-vulnerability/), although Daniel is a bit more skeptical about its power:
> My personal conclusion can however not end up with anything else than that the big hype around this model so far was primarily marketing. I see no evidence that this setup finds issues to any particular higher or more advanced degree than the other tools have done before Mythos. Maybe this model is a little bit better, but even if it is, it is not better to a degree that seems to make a significant dent in code analyzing.
And the conclusion to this is realizing that frontier labs are now selling a way of working, inclusive of model access, workflow implementation, and compute capacity. To that end:
+
- OpenAI is [creating a new enterprise AI services company with TPG Inc., Brookfield Asset Management, Bain Capital, and others](https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai).
- Anthropic is also [creating a new enterprise AI services company with Blackstone, Hellman & Friedman, and Goldman Sachs](https://www.anthropic.com/news/enterprise-ai-services-company).
## Open Threads
The continued competition for compute and its inputs:
+
- Apple and Intel partner on chips. [Link](https://www.wsj.com/tech/apple-intel-have-reached-preliminary-chip-making-agreement-69eb9370)
- Cerebras upsizes its planned IPO. [Link](https://www.cnbc.com/2026/05/11/cerebras-raises-ipo-range.html)
- Anthropic partners with SpaceX to use the xAI Colossus 1 compute capacity, but questions abound about why xAI isn't using it for Grok? [Link](https://x.com/claudeai/status/2052060691893227611)
- CME Group to launch compute futures. [Link](https://www.prnewswire.com/news-releases/cme-group-and-silicon-data-partner-to-launch-first-compute-futures-302769215.html)
The continued competition for energy and its inputs:
+
- UAE has been secretly carrying out attacks on Iran. [Link](https://www.wsj.com/articles/the-u-a-e-has-been-secretly-carrying-out-attacks-on-iran-f1745a0d)
- As a complement to our Mine Print Hash episode, a look into Turkmenistan's importance to China's Hormuz hedging. [Link](https://jamestown.org/prc-turkmenistan-gas-ties-hedge-hormuz-risk/)