Jul 12, 2026 · 47 min · 11 segments
This week’s podcast is about the development and launch of Meituan's LongCat 2.0 LLM. This 1.6T parameter, frontier model was trained entirely on domestic hardware. That's a big milestone. You can…
Jeff TowsonHost
Last couple podcasts I've gone on, let's call it half-baked thinking about, you know, the U.S. government, really the White House, jumping in and stopping models.
what that means, anthropic, sort of going for some sort of regulatory political moat to protect it, basically to build a duopoly, as far as I can tell.
I know I've talked about this a little bit, but I don't think my thinking was terribly good.
And a lot of this is from a Weijin research, which is... pretty good research group out of China.
So a lot of this is their thing, but like the idea was, okay, You know, Anthropic is doing this scare tactic game where they're playing up the risks of AI, you know, and basically, in my opinion, propelling the U.S. government to sort of stop other models and create a license regime.
And then sure enough, it was their own model, Fable 5, Mythos 5, that, you know, out of random left field got stopped really almost randomly without, I mean, it looks completely random.
you know, who's going to be able to use these frontier level intelligence capabilities? Is this going to be handed out like political favors? Is it going to be only U.S.
And My opinion was like this creates a political risk that any business now has to put within the risk section of their annual report.
You cannot be too dependent on U.S. frontier level models because they can be taken away from you at any point.
Last couple podcasts I've gone on, let's call it half-baked thinking about, you know, the U.S. government, really the White House, jumping in and stopping models.
what that means, anthropic, sort of going for some sort of regulatory political moat to protect it, basically to build a duopoly, as far as I can tell.
I know I've talked about this a little bit, but I don't think my thinking was terribly good.
And a lot of this is from a Weijin research, which is... pretty good research group out of China.
So a lot of this is their thing, but like the idea was, okay, You know, Anthropic is doing this scare tactic game where they're playing up the risks of AI, you know, and basically, in my opinion, propelling the U.S. government to sort of stop other models and create a license regime.
And then sure enough, it was their own model, Fable 5, Mythos 5, that, you know, out of random left field got stopped really almost randomly without, I mean, it looks completely random.
you know, who's going to be able to use these frontier level intelligence capabilities? Is this going to be handed out like political favors? Is it going to be only U.S.
And My opinion was like this creates a political risk that any business now has to put within the risk section of their annual report.
You cannot be too dependent on U.S. frontier level models because they can be taken away from you at any point.
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