Anthropic just drew a line in the sand. Their latest frontier model MYTHOS is so capable at autonomously discovering and exploiting cybersecurity vulnerabilities that they’ve refused to release it to the public. Instead, it’s being quietly handed to a handful of giants like Microsoft and JP Morgan Chase and top government officials, including the Treasury Secretary and the Fed Chair have already been briefed.
In this episode, James Falkoff joins Nilanjana Bhowmik to break down exactly what MYTHOS is, why it’s different from every AI model before it, and why the implications stretch far beyond cybersecurity.
Inside the episode:
* Why MYTHOS crossed the line that Opus 4.6 didn’t
* Why MYTHOS can reverse-engineer closed-source code (including proprietary systems like Windows) to surface vulnerabilities no human ever caught
* The shift from human-speed cyberattack to machine-speed and why defense must now match that pace
* Why Anthropic chose to restrict access instead of releasing publicly
* Why the government took the warning seriously and whether the market did too
* The equity crisis hiding inside AI model access
* What MYTHOS signals about where open-source models are heading
* The growing concern: unequal access to powerful AI systems
* Opus 4.7 and the “lazy model” debate
* Compute scarcity as the hidden constraint shaping AI progress
Watch Full Episode on YouTube
About James Falkoff:
James has over 16 years of experience investing in technology across public and private markets, including more than a decade in venture capital. He has led over 25 early-stage investments and is known for his thought leadership, strong exit track record, and hands-on work with portfolio companies to drive growth.
Before joining Converge, he was a Principal at Longworth Venture Partners, where he partnered with Nilanjana Bhowmik to identify high-potential sectors and secure early access to top startups. His portfolio includes companies like Olapic (acquired by Monotype), RapidMiner (Altair), JIBE (iCIMS), and TrackVia (Primus Capital).
Connect with James Falkoff:https://www.linkedin.com/in/jamesfalkoff/
Connect with Nilanjana Bhowmik:https://www.linkedin.com/in/nilanjanabhowmik/
Converge VC Website:
