Mythos, Sonnet 5, GLM-5.2 Dominate the News Cycle | Episode 20

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Today’s show:

The US government won’t let you use the most powerful releases from US AI labs… but a Chinese lab is giving away their latest frontier model for free.
This week, we’ve got three AI CEOs building in image generation (Victor Perez of Krea), mobile agents (Div Garg of The AGI Company), and enterprise governance (Andrew Berman of Runlayer). Together, they’re breaking down what’s really happening underneath all this chaos, and why the industry’s more focused on “minimum viable intelligence” over breaking benchmarks.
Guests
Victor Perez on X:x.com/viccpoes
Krea AI:krea.ai
Krea 2 Raw and Turbo on Hugging Face:huggingface.co/krea/Krea-2-Raw
Div Garg on X:x.com/divgarg
The AGI Company:theagi.company
Andrew Berman on X:x.com/berman66
Runlayer:runlayer.com
Relevant Links
Anthropic: “Introducing Claude Sonnet 5”:anthropic.com/news/claude-sonnet-5
Z.ai (z.ai): GLM-5.2:docs.z.ai/guides/llm/glm-5.2
Yuchen Jin X post: “GLM-5.2 is the open source Claude moment”:x.com/Yuchenj_UW/status/2071278256817574297
TechCrunch: GPT-5.6 restricted rollout coverage:techcrunch.com/2026/06/26/openai-limits-gpt-5-…
AndroidWorld benchmark on GitHub:github.com/google-research/android_world
The Information Higgsfield valuation article:theinformation.com/articles/ai-video-startup-t…
Agentic AI Foundation (AAIF):aaif.io
Tomasz Tunguz: “When AI Costs More Than The Engineer”:tomtunguz.com/ai-spend-breakeven-2029
Fortune Runlayer raise coverage:fortune.com/2026/06/24/exclusive-vinod-khosla-…
Gusto:gusto.com
Timestamps:
0:00 Making sense of US AI policy
5:09 Tiny Action Models vs. LLMs
7:02 Runlayer, AGI Inc, and computer-use agents
10:05 What does "trusted access" really mean?
12:37 Why Krea open sourced its image model
22:21 BREAKING: Claude Sonnet 5 is here
26:00 GLM-5.2 is the open source Claude moment
31:58 Personalization and corporate ontology
41:25 Can we trust Higgsfield's numbers?
50:39 Distillation: The threat is real
58:01 Agentic personhood and corporate rights
1:03:19 Everyone's AGI timeline and p(doom) score
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