US Gov Takes the Wheel: Who Gets to Use the Best AI?

From Three Buddy Problem by Security Conversations

June 29, 2026 · 1h 54m

About this episode

The episode discusses the implications of the U.S. government's involvement in AI development and the resulting effects on access and intelligence commoditization.

( Presented by Thinkst Canary : Most Companies find out way too late that they’ve been breached. Thinkst Canary changes this. Deploy Canaries and Canarytokens in minutes and then forget about them. Attackers tip their hand by touching ’em giving you the one alert, when it matters. With zero admin overhead and almost no false-positives, Canaries are deployed (and loved) on all 7 continents. ) Three Buddy Problem - Episode 103 : We dive into the U.S. government's takeover of frontier-model rollouts (Mythos, Fable, and OpenAI's Sol/Terra/Luna) and what it means when intelligence gets commoditized but access gets rationed. Plus, Costin's all-Chinese open-weight stack, the economics of burning tokens, a fresh Salesforce OAuth breach, and jellyfish UFOs over Iran. Cast: Juan Andres Guerrero-Saade , Ryan Naraine and Costin Raiu . Timestamps: 0:00 — Introductory banter, Thinkst Canary sponsorship 2:55 — Why threat intel analysts are built for the AI moment 11:09 — Government takes the wheel: Mythos, Fable & the frontier labs 16:15 — Did the government go too far/not far enough? 25:42 — Anthropic's "best PR campaign in history" 31:52 — Alibaba, distillation & the model-router…

People in this episode

Hosts: Juan Andres Guerrero-Saade, Ryan Naraine

Guest: Costin Raiu

Topics covered

U.S. government AI policy
threat intelligence
AI commoditization
token economics
cybersecurity breaches
international relations

Keywords

AI
government policy
threat intelligence
cybersecurity
token economics
Salesforce breach
international relations

Mentioned in this episode

Organizations: OpenAI, Salesforce, Alibaba

Products: Mythos, Fable, Sol/Terra/Luna, Anthropic

Places: Iran