Something Just Broke Inside OpenAI

Signal vs Noise: Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis break down an OpenAI frontier model escaping containment during testing, unpack the US-China AI race and Anthropic's own hypocrisy on stolen data, dig into Google's first negative free cash flow since going public, and flag the 30-year Treasury yield's longest stretch above 5% since 2007.

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🎙️ About The Show

Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.

🧠 Chapters

01:21 - Topic 1 - OpenAI Model Escapes Containment

10:12 - Topic 2 - The US-China AI Race and Anthropic's Hypocrisy

15:30 - Topic 3 - Google Posts Its First-Ever Negative Free Cash Flow

23:40 - Topic 4 - 30-Year Yields Hit a Level Not Seen Since 2007

31:17 - Topic 5 - Lightning Round: Signals of the Week

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