# AI Market Shifts: Anthropic, NVIDIA, and Apple

**Podcast:** The AI Engineer Podcast
**Published:** 2026-11-10

## Transcript

Anthropic has just launched Claude Fable 5.2 and Mythos 5.2 and they're cutting the cost of Fable by 20%.
At the same time, we have NVIDIA and their board is opening an independent investigation into their CEO, Jensen Huang.
If you haven't seen the news online already, there's allegations and rumors, a lot of news reports that Jensen Huang was...
unfaithful with his wife, which he publicly confirmed in an email to all of his employees, but with a potential Chinese spy.
That's the allegation.
So we're going to get into that on the show today.
DeepSeek is saying that their Harness Agent app has just hit 1.5 million daily users, up from 270,000 at the end of September.
So growing very fast.
We'll get into some of the things they have planned on the horizon.
Amazon is forming a personal robotics group to build a new home robot, one of the latest in the lineup to get inside of people's homes with robotics.
And obviously, Amazon is one of the...
one of the, I think, biggest actual active robotics companies in the world.
A lot of people don't know that, but because of their warehouses and the robots they have inside of those, Amazon is really leading the way.
Samsung is testing Galaxy AI Mac subscriptions at $4.99 a month.
I wanted to cover this, not because I really care, I don't have a Samsung phone, but because I think this is an interesting concept.
Can Samsung or perhaps Apple in the future charge for AI on the device?
And speaking of the competitor to Samsung, Apple, their CEO, the new CEO, John Terenas, is pressing Craig Ferderite to speed up the AI plans.
I think a lot of people have criticized Apple endlessly.
I think too, they got a lot of good reason, myself included, for the slow roll of AI.
And so their CEO is putting...
the pressure on.
Elon Musk says that GrokBot, the token, if there's some token efficiency changes that are underway, there was a bunch of viral posts about how GrokBot wasn't giving people a lot of usage.
People were complaining about it.
And so there's some work going on after a bunch of tweets happening there.
I wanted to mention, if you're currently growing or scaling a business with AI, I would love to have you as a member of my school community.
It's called AI Hustle.
There's over 1,300 members.
And every week I make a video that I don't post anywhere else where I'm going down, I'm breaking down how I'm growing and scaling my businesses with AI tools.
I show you the workflows.
I show you the revenue from different tools.
I show you the costs associated with them, the secret sauce, the stuff I can't share publicly.
It's all inside the school community.
It's 19 bucks a month.
Try to make this affordable.
for everyone.
My goal is that if you have a business or if you have a side hustle, you can get an extra $10,000 a month from it.
I'm with a lot of strategies in here.
So that's my goal.
If you want to check it out, it is the AI hustle school community over on school.
There's a link in the description, 1300 members, and I would love to have you as one of them.
Let's talk about what's going on with Anthropic first brand new models out today.
Super excited about that.
Fable 5.2 is going out to everybody.
It is 30% faster.
I can always get behind a faster model.
Apparently, Mythos 5.2 is still limited to vetted cyber and life science organizations.
it was too good could hack the world so they haven't been releasing that to everyone right now fable 5.2 cost eight dollars for every million input tokens and 40 for every million output tokens that's about 20 fable 5.1 i mean it's one of the biggest complaints that i get with these models is just how much they gobble up tokens i don't always use the latest version of fable because i'm usually using one back due to the rate that I just burned through all of my tokens.
And so I think making this cheaper is going to make a big difference for people.
Apparently, Fable 5.2 scored a 49.1 on the Frontier Code 2.0.
When Anthropoc launches a model, they're going to tell you the benchmarks that are relevant for coding because that's their core.
audience.
That's the people they really have to compete with.
And Opus 5.5 got 45.5% on that GPT-6 Astra got 42% on that Gemini for carbon got 41%.
So 49% is a pretty big jump, you know, The only model that was closer to them was their own Opus 5.0.
And compared to Astra at 42%, that's almost 7% higher than Astra, which is impressive.
It also scored 89% on the CVE rediscovery.
It found 14.4% more known vulnerabilities than Mythos 5.1.
And that was Mythos 5.2 that scored that.
So it's even better at finding, you know, their latest version is even better at finding code exploits and hacks.
Mythos 5.
escaped a weakened sandbox in 3% of adversarial scenarios.
That's down from 21% for Mythos 5.1.
And this is actually something that they're trying to get it to do.
If it's in a sandbox, they don't want it out of the sandbox.
And so, yeah, that's like, it's funny that they're saying, look, it's escaping less.
It's like.
Some people call that less capable.
That's more aligned.
So yeah, excited to see what rolls out.
These models get better and better marginally, but apparently according to code, it's 7% better at code.
These little improvements add up.
I know people don't believe it, but I think Claude is still the winner when it comes to code.
A lot of reasoning.
My personal daily driver is still ChatGPT right now because I love a lot of the integrations.
I think they do a great job with image generation.
But if you use Claude as one of your main tools and you're...
bummed that doesn't generate image, audio, and video, go check out my own startup, AIbox.
We have an audio, image, video generating MCP.
So basically, you connect it to your cloud account, you get access to all of that inside of it.
Let's talk about what's going on within video right now.
So Jensen Huang had an affair with a lady who was an executive at a foreign company.
And so...
A lot of people are saying, I mean, I don't want to turn this into like People Magazine of AI news, but this is all that anyone on, honestly, LinkedIn is the worst, but even X is talking about.
So essentially an executive at a Singapore-based technology company, Megaspeed.
A lot of people, her name is Alice Huang.
A lot of people are saying that she is a Chinese intelligence asset, according to the Times.
officials assessed that China's Ministry of State Security recruited her to gather information connected to NVIDIA and Jensen Huang.
And they initially did not believe that Huang knew of their alleged activities.
The assessment has not been tested in court and no charges have been reported.
So NVIDIA is launching their own independent investigation.
I think a lot of people in the United States and the government are investigating as well and concerned about that.
pros for Jensen here.
This wasn't like someone inside of his own organization.
So he's not going to get kicked out as the CEO of the company.
He wants to continue leading this.
There is a lot going on with basically the stock of NVIDIA was down 4%.
I think it's recovered.
It's down 4% now.
Every other tech company, their stock was growing today.
NVIDIA was down 4%.
Mega speed though, interestingly enough.
who Alice Huang was part of or is part of, they bought about $4.8 billion in NVIDIA chips over the last two years.
So, you know, there's a lot of, I mean, basically the theory right now, which we're testing it all out in court, is that you would have had someone like Megaspeed get access to Jensen Huang, be able to get special shipments and probably preferential treatment, buy about $5 billion in chips, and then, you know, get those smuggled into China because...
As we know, like Singapore is, it sounds horrible, but basically like all of the purchasing power coming out of Singapore, a lot of people just assume that's going straight to China.
So three House committee chairs requested a closed door briefing with Jensen the 18th on November 18th.
That was just the day after NVIDIA's Q3 earning calls.
So a lot of drama going down with that.
We'll see what happens to Jensen going through all of this.
You know, hopefully no national security trade secrets were leaked, but all that's being investigated right now.
Speaking of China, DeepSeek says that their Harness Agent app has just hit 1.54 million daily users that grew from about 271,000 at the end of September.
And DeepSeek is now preparing an official plugin marketplace for the app.
I think this is fantastic for them as a company to build a marketplace for plugins.
That makes a lot of sense.
They said their community has built about 35,000 third-party plugins.
That's about 60% of active users that have built or installed one.
A lot of people have...
concerns with a company coming out of China and that these plugins that are being created could send data to could send third year data to third parties in China, etc.
So that's a big concern here going forward.
Amazon is forming a personal robotics group to build a new home robot.
It's built around Fauna Robotics and their Sprout Humanoid.
This is a group that's hiring for a quote, new to world robot.
product five years after they had Astro come out.
And I think I'm excited about Amazon getting into the robotics space.
The group right now that is working on this, they...
are a company that was acquired by Amazon in March of this year.
So Amazon made a big acquisition and we'll see if Sprout Humanoid is able to make something incredible.
I don't doubt they will.
Sprout has their robot is about one meter tall, about 3.5 feet.
It weighs about 22 kilos.
It launched in January.
Obviously, they haven't really scaled this up as something that everyone in the world has.
But I think you're seeing Amazon make a lot of hardware bets that I'm excited about.
Amazon redeployed a lot of their astro team into this particular new company that they acquired.
The new robots designs, its price, its release date, all that's undisclosed.
So we just know that they're, you know, basically from job listings and Amazon's putting out there, they're really focusing on making a humanoid robot.
because Astro, they've been working on that since 2021.
And that particular robot was $1,450.
It was invite only.
It only had a few thousand customers that purchased that.
So I think we're going to see something that they'll probably try to get out to everyone, right?
This is going to be something that's going to compete with Tesla's humanoid robot, Optimus, and it's going to probably try to compete with...
a lot of the other players that are building humanoid robots.
Amazon is one of the biggest players in the robotic space.
They've been working on this for a long time.
They're very well capitalized.
And you can also see beyond just selling this into theoretically humanoid robots into people's homes, humanoid robots into factories, warehouses, and businesses.
They're going to deploy these all in their own factories, warehouses, and businesses first.
So Amazon has already themselves the massive customer.
They're going to see a lot of just internal benefit from this.
And it's kind of like when you see them make a partnership with like Rivian, for example, and then they, you know, made that huge order of electric Rivian vans for Amazon delivery vehicles.
They're able to plug these acquisitions and these investments they make into their own company.
And because of the scale that Amazon has, it's basically guaranteed that if they make a good product, they're going to, they're going to be a winner and then they can roll it out to everyone else.
So they already have themselves as the biggest tester here.
And I think that, uh, that's.
I'm very bullish on Amazon's robotics plans because of this.
Samsung, like I mentioned, they're testing, charging $5 a month, and they're going to be letting people have extra features on Amazon, or sorry, on Samsung phones.
Getting this max plan is going to add generative video, it's going to add Bixby Action, it's going to have daily briefings, four times the usage limit of their free tier.
My brother has a Samsung phone, he's shown me a lot of the features, I personally don't.
And I'm actually impressed, and you know, big shout out to...
to Samsung for a lot of the AI features.
They put them very quickly when Apple took forever.
My iPhone still does not have the Apple intelligence I was promised years ago.
So I'm really excited with this, but evidently it costs a lot of money.
And so they're testing, look, will people pay $5 a month?
Maybe we'll give them a little bit extra.
Maybe we'll give them generative video.
My real question though is like, do people really want like Samsung's generative video?
If there's...
If there's a generative video winner, which right now is Google, hands down, and, you know, OpenAI, it's too expensive, so they're shutting down Sora.
Are they really going to pay $5 a month to get whatever Amazon is cooking up?
I have a hard time believing it's going to be the best cutting edge built into the phone is good.
We'll see what happens here.
Right now, early access is...
is opt-in only.
Samsung said they're going to refund money spent during the trial.
So anyways, there's a lot going on here.
I don't know how far this is going to scale, but I do think it's an interesting point that we have these companies that are, you know, these phone companies and hardware companies that are trying to figure out how to cover the costs.
Everyone seems to add an AI feature and very shortly add an additional cost because they're realizing it costs a lot to create.
And the innovation is exciting and cool.
But it costs a lot and someone's got to pay for that.
So will consumers and customers pay for that is the big question.
Speaking of hardware and phones, Apple CEO John Terranos is pressing Craig Fedorayi to speed up the AI plans.
Terranos wants Siri to act on its own as basically everyone else is shipping AI agents.
It's crazy to me that Siri doesn't and Apple doesn't have anything.
Right now I have.
OpenAI, Anthropic, and Meta's Muse that are all running on my computer.
They're all going to take control of my computer, click around, see everything.
And guys, these tools are so freaking useful.
I'm sure you know, but like just today using Meta's Muse, I got a citation in the mail because I was actually out of state.
So it's hilarious.
But apparently the toll roads near me, they messed up the license plate that somebody had and they sent me someone else's bill for...
going on the toll roads.
And first of all, it was annoying because it was not a very big bill.
It was just, you know, a few dollars or something like that.
But, you know, they're like, well, if you don't pay it, then it goes up and we're going to send it to collections and all this stuff.
And it's just this massive headache.
In the past, honestly, I probably would have just went on and paid the bill and moved on with my life because they're like, if you want to dispute it, like fill out this slip on the bottom and send it to us in the mail.
I'm like, I'm not going to spend a dollar on a stamp to send.
Anyways, it's just ridiculous.
However, took a picture of that thing, gave it to Meta's Muse.
I took a picture of my actual license plate and said, like, go submit, like, I don't know, go file a complaint or like file a dispute with this somewhere.
And I'm sure, yes, I could have like went and figured out how to go to the website and do this myself.
Way too much work for what it was worth, but it was worth a couple pictures.
Metasmuse went and submitted all my documents for me, submitted everything, figured out how to do it.
And I got an email, you know, like an hour later saying, sorry, we dropped the thing off of your account.
It was an error on our part.
These AI agents are incredibly useful.
They can act on their own.
They save you time.
They save you money.
Why is Siri not doing it?
I think the CEO of Apple right now is asking that question.
He wants Siri to be ready for iOS 27.
So that could be as early as December.
Listen, if you...
Don't want to completely lose your customers over the Christmas season.
No one is going to buy a new iPhone over the Christmas season if they can't get these features they promised two years ago straight.
If I was buying a new phone right now, I would be buying a Pixel or a Samsung hands down.
So I just think unless Apple could get this straight, they're going to lose a lot of customers.
And it's not, you know, that's not me being hard on Apple.
For some reason, people hate it when I'm hard on Apple because whatever.
I have a MacBook.
I have an iPhone.
Like I'm in the Apple ecosystem.
They've been absolutely ridiculous with the rollout.
I just want them to do it correctly.
People only take so much before they move on, I think.
So hopefully Apple gets this straight.
They want a more autonomous agent-style Siri.
And apparently Apple's research and development spending rose about 32% this year as they've been trying to push towards doing that.
Hopefully all of the spending is going to result in something impressive where we actually have Siri able to take steps on our phone.
This isn't complicated.
We have a lot of big companies doing this.
I think GrokBot's doing this so that I don't use it.
But on a day-to-day basis, I have Apple, or I have ChatGPT, Claude, and Muse all doing this.
So I know it's capable.
And by the way, these also work on my phone.
So I think there's some incredible features.
Let's get together.
Come on, Apple, let's make this happen.
Really quick, I just wanted to mention there was a funny tweet recently where someone was complaining on X that Grok had a bunch of token usage.
limits and it wasn't, you know, giving them all of the usage that they were hoping for, that they were promised.
And Elon responded to the thread directly and said that he would look into it.
And then he came up with a post today where he was breaking down everything that they were working on.
He said that I think if someone was complaining that they had the $200 a month plan, it only lasted 14 hours of moderate use before they used up their entire weeks of tokens.
Anyways, Elon directly said that they're working on it, that they're going to make a plan for this.
So.
I think it is just a good example to me that if you are in whatever your company is, if people have complaints and they post them online, if you're the CEO or anywhere in between, going and responding to people directly and fixing directly is what's going to win over customer loyalty.
I still need to test out GrokBot and figure out a lot of the use cases there.
I'll let you know once I do that.
But anyways, thank you everyone so much for tuning into the podcast.
If you enjoyed this episode, guys, go check out the AI Hustle School community.
I would love to have you as a member.
You can send me DMs there.
You can post in the community.
There's 1,300 members.
We all are sharing what's going on, what we're building.
Everyone's giving each other advice.
So it's a phenomenal place.
I would love to have you as a member help grow, scale your business and your career using AI tools.
All right, catch you all in the next episode.