(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving

On today’s show Ben and Andrew begin with a hydration break take as the World Cup continues before turning to the latest on Anthropic’s export control saga, what the Trump administration may not understand about AI cybersecurity, and what Anthropic still doesn’t understand about dealing with the government. From there: Fables differentiation, the dangers of ringfencing frontier AI within U.S. borders, and how open source Chinese AI may affect the marketplace. From there: Why Ben gives Fox the benefit of the doubt after its Roku purchase this week, whether Siri AI will nuke ChatGPT’s market, Noam Shazeer joins OpenAI, what e-commerce will and won’t be automated, and whether autonomous driving can scale on ICE vehicles.

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The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor — Stratechery Update (stratechery.com/2026/the-state-of-fable-the-ja…)

Anthropic’s Safety Superpower — Stratechery (stratechery.com/2026/anthropics-safety-superpo…)

The Window Has Closed — X: @AndrewCurran_ (x.com/AndrewCurran_/status/2066332670817456584)

Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works — Stratechery Update (stratechery.com/2026/fox-buys-roku-the-problem…)

An Interview with Michael Morton About E-Commerce in the Age of AI — Stratechery Interview (stratechery.com/2026/an-interview-with-michael…)

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