#249 - Fable 5 ban, SpaceX Cursor + IPO, OSS Aplenty

Our 249th episode with a summary and discussion of last week's big AI news! Recorded on 06/17/2026 Note: work has kept me from publishing episodes promptly, apologies! I'll get back on schedule soon. Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/] Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/ In this episode: * Anthropic cut off access to Fable 5 and Mythos 5 after a US government order tied to alleged jailbreaks, prompting debate over inconsistent policy, export controls, and the practicality of preventing jailbreaks. * SpaceX completed an IPO at a roughly $1.75T valuation and then moved to acquire AI coding startup Cursor for $60B, positioning xAI with Cursor’s talent, data, and product to compete more effectively in coding. * Infrastructure and business updates include Anthropic pursuing direct US data center leases backed by Google, leaked documents showing OpenAI’s revenue growth alongside large losses, and chatbot market share shifting with ChatGPT below 50% as Gemini and Claude gain. * Projects and policy highlights include OpenRouter’s Fusion multi-model synthesis, new open releases from Moonshot, Qwen, and NVIDIA, DOJ support for xAI’s unpermitted gas turbines in Memphis, and a Munich court ruling Google liable for false AI Overview statements. Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes): * (00:00:10) Intro / Banter * (00:03:38) Ad break + news preview * Tools & Apps * (00:04:52) Anthropic cuts off Fable 5 and Mythos 5 access following government order | The Verge [https://www.theverge.com/ai-artificial-intelligence/949553/anthropic-fable-5-mythos-5-government-national-security] + All the news about Anthropic’s new AI fight with the White House [https://www.theverge.com/ai-artificial-intelligence/950026/anthropic-fable-mythos-ban-ai-shutdown] * (00:25:53) Facebook’s new AI Mode search gets its info from public posts | The Verge [https://www.theverge.com/tech/950264/meta-ai-mode-search-facebook] * Applications & Business * (00:27:00) SpaceX to acquire the AI coding startup Cursor for $60 billion [https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html] * (00:35:42) Anthropic pursues data center leases, seeks financial backing from Google, The Information reports | Reuters [https://www.reuters.com/business/anthropic-pursues-data-center-leases-seeks-financial-backing-google-information-2026-06-11/] * (00:40:10) Leaked financial docs show OpenAI is losing billions of dollars a year - Ars Technica [https://arstechnica.com/ai/2026/06/leaked-financial-docs-show-openai-is-losing-billions-of-dollars-a-year/] * (00:46:00) ChatGPT's market share slips below 50% for first time | TechCrunch [https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/] * (00:50:34)