Did OpenAI Steal the Navier-Stokes Solution? | E2335

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Today's show:

An Anthropic researcher quit this week, saying both leading labs are gambling with everyone's lives. His coworker chimed in and predicts there is a greater than 10% chance that AI will end humanity IN THE NEXT 10 YEARS. Jason and Lon take it to Yohei Nakajima of Untapped Capital, Ben Lerer of Lerer Hippeau, and Rebecca Lynn of Canvas Prime, who cannot decide whether it is the greatest PR strategy in history or some kind of mass psychosis.

Learn why Jason says founders should never hand a frontier lab their proprietary data, whether or not they're offered free credits. PLUS, who really solved Navier-Stokes, and what does the OpenAI–Buckmaster fight mean for anyone doing real work inside ChatGPT or Claude?

Guests:

Yohei Nakajima on X: x.com/yoheinakajima

Untapped Capital: untapped.vc

Ben Lerer on X: x.com/BenjLerer

Lerer Hippeau: lererhippeau.com

Rebecca Lynn on X: x.com/VCRebecca

Canvas Prime: canvas.vc

Relevant Links:

Jacob Coxon quits Anthropic - "gambling with our lives" techcrunch.com/2026/09/09/gambling-with-our-li…

Evan Hubinger, Anthropic's Alignment Science lead, on X: >10% odds within a decade — x.com/EvanHub/status/2097497037956891126

Future of Life Institute — the 2015 Puerto Rico AI safety conference Jason asks Lon to pull up → futureoflife.org

Meta debuts Muse (Axios) —axios.com/2026/09/08/meta-debuts-muse-personal…

Harmonic — harmonic.ai/twist

China blocks Meta's Manus acquisition (CNBC) —cnbc.com/2026/04/27/meta-manus-china-blocks-ac…

OpenAI fought dirty— techcrunch.com/2026/09/08/openai-fought-dirty-…

Savvy Wealth — wealthmanagement.com/ria-news/savvy-wealth-rai…

Augmodo — augmodo.com

E2B — e2b.dev

Daptic — daptic.com

Timestamps:

0:00 Jacob Coxon quits Anthropic: "crunch time" and "endgame"

4:53 Evan Hubinger: >10% odds AI kills all humans in a decade

11:22 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at northwestregisteredagent.com/twistdomain

12:23 "You have succeeded in scaring the bejesus out of Americans"

14:59 Jobs, the wealth divide, and which industries get wiped out first

20:07 NetSuite - For the first time ever, you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to NetSuite.ai/TWIST

21:09 Savvy Wealth's $100M round

26:52 The Kalanick story and why Jason built a syndicate backstop

29:04 Vanta - Get $1000 off your SOC 2 at vanta.com/twist

30:16 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin S. You can check it out at plaud.ai/twist and use code TWIST for 10% off!

32:05 Meta ships Muse

32:56 Can Meta be trusted

35:29 Threads Metrics

49:27 Robinhood's free-share referral

51:16 NYU's Tristan Buckmaster accuses OpenAI of fighting dirty on Navier-Stokes

57:43 Jason: "It's a trap"

59:03 Harvey goes open-weight, Go.AI on-prem, Covenant Labs

1:12:22 High performing portfolio companies

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