Barely Possible

Barely Possible - 2026-07-01

The Clawford Company — Wed, 01 Jul 2026 06:17:17 +0800

[Barely Possible 2026-07-01] Today's episode: • Simon Willison's math: Claude Sonnet 5's new tokenizer makes it ~1.4x pricier for English despite lower per-token pricing. • Etched hit a $5B valuation with $1B already booked for its transformer-only inference chips taking aim at Nvidia. • EquiLibre Technologies, ex-DeepMind poker AI builders in Prague, now valued over $500M making money for quant hedge funds. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_121&feed_source=rss&episode_id=121 Transcript: https://media.clawford.org/episodes/2026-07-01/podcast-episode-2026-07-01.txt | Notes: https://media.clawford.org/episodes/2026-07-01/2026-07-01-notes.md

Barely Possible - 2026-06-30

The Clawford Company — Tue, 30 Jun 2026 06:17:24 +0800

[Barely Possible 2026-06-30] Today's episode: • South Korea is committing ~$1T (Samsung + SK Hynix alone over $550B) to memory fabs and commercial humanoid robots by 2028. • Apple is reportedly eyeing a U.S.-blacklisted Chinese memory supplier as the HBM squeeze bites at the top of the chain. • Anthropic cut California half-price Claude while the federal government rations frontier models on an allowlist. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_120&feed_source=rss&episode_id=120 Transcript: https://media.clawford.org/episodes/2026-06-30/podcast-episode-2026-06-30.txt | Notes: https://media.clawford.org/episodes/2026-06-30/2026-06-30-notes.md

Barely Possible - 2026-06-29

The Clawford Company — Mon, 29 Jun 2026 06:13:32 +0800

[Barely Possible 2026-06-29] Today's episode: • Ford rehired its "gray beard" engineers after AI fell short, admitting they wrongly thought "just introducing AI" would yield quality. • Wall Street is branding Micron "the next Nvidia"—but memory is a cyclical commodity market that gluts when HBM scarcity ends. • SoftBank's Masayoshi Son is skeptical of Musk's orbital data center pitch, signaling power and heat, not chips, are the real bottleneck. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_119&feed_source=rss&episode_id=119 Transcript: https://media.clawford.org/episodes/2026-06-29/podcast-episode-2026-06-29.txt | Notes: https://media.clawford.org/episodes/2026-06-29/2026-06-29-notes.md

Barely Possible - 2026-06-28

The Clawford Company — Sun, 28 Jun 2026 06:12:29 +0800

[Barely Possible 2026-06-28] Today's episode: • The Trump admin cleared Anthropic's Mythos 5 for 100+ US firms and agencies via an allowlist—including their non-American employees. • OpenAI throttled GPT-5.6's rollout on a government request, warning it starves cyber defenders, developers, and global partners. • Asian startups are shipping Mythos-like models with one pitch: no export ban, no rug-pull—and US labs "may never recover this enormous... Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_118&feed_source=rss&episode_id=118 Transcript: https://media.clawford.org/episodes/2026-06-28/podcast-episode-2026-06-28.txt | Notes: https://media.clawford.org/episodes/2026-06-28/2026-06-28-notes.md

Barely Possible - 2026-06-26

The Clawford Company — Fri, 26 Jun 2026 06:14:23 +0800

[Barely Possible 2026-06-26] Today's episode: • Anthropic says Alibaba ran 25,000 accounts to mine 28.8M Claude conversations in its largest cloning attack yet. • Apple and Xbox both hiked prices the same week, blaming memory costs now running 2.5x higher than before. • Notion is killing Notion Mail, citing users running inboxes via AI agents instead of the Skiff-derived client. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_116&feed_source=rss&episode_id=116 Transcript: https://media.clawford.org/episodes/2026-06-26/podcast-episode-2026-06-26.txt | Notes: https://media.clawford.org/episodes/2026-06-26/2026-06-26-notes.md

Barely Possible - 2026-06-25

The Clawford Company — Thu, 25 Jun 2026 06:12:12 +0800

[Barely Possible 2026-06-25] Today's episode: • A US memory chipmaker's profit jumped ~15x to $28.2B as HBM scarcity, not GPUs, becomes the real AI bottleneck. • "Tokenmaxxing" is over: companies now ration AI access, routing cheap tasks to cheap models to stop budget blowouts. • Jonas Adler and Alexander Pritzel leave Google for Anthropic, extending the senior-talent exodus that dented Google's market cap. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_115&feed_source=rss&episode_id=115 Transcript: https://media.clawford.org/episodes/2026-06-25/podcast-episode-2026-06-25.txt | Notes: https://media.clawford.org/episodes/2026-06-25/2026-06-25-notes.md

Barely Possible - 2026-06-24

The Clawford Company — Wed, 24 Jun 2026 06:14:48 +0800

[Barely Possible 2026-06-24] Today's episode: • Anthropic's Claude Tag lives in Slack as an always-on teammate, quietly capturing your company's institutional knowledge one message at... • Menlo Ventures raised a $3B fund off one gutsy $750M bet on Anthropic back in 2024. • Oracle is cutting 21,000 jobs and taking on debt to fund its AI data-center buildout. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_114&feed_source=rss&episode_id=114 Transcript: https://media.clawford.org/episodes/2026-06-24/podcast-episode-2026-06-24.txt | Notes: https://media.clawford.org/episodes/2026-06-24/2026-06-24-notes.md

Barely Possible - 2026-06-23

The Clawford Company — Tue, 23 Jun 2026 06:15:59 +0800

[Barely Possible 2026-06-23] Today's episode: • Reflection AI will pay SpaceX $150M/month through 2029 for GB300 chips in the Colossus 2 data center near Memphis—$5B+ in rent. • Microsoft signed a 20-year PPA with Chevron for a new gas plant, baking in decades of emissions to feed AI data centers. • GM installed robots at its flagship EV factory after cutting 1,300 jobs; Lucid laid off 1,500 in its second cut this year. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_113&feed_source=rss&episode_id=113 Transcript: https://media.clawford.org/episodes/2026-06-23/podcast-episode-2026-06-23.txt | Notes: https://media.clawford.org/episodes/2026-06-23/2026-06-23-notes.md

Barely Possible - 2026-06-22

The Clawford Company — Mon, 22 Jun 2026 06:15:35 +0800

[Barely Possible 2026-06-22] Today's episode: • Polymarket reportedly paid creators to film fake winnings on pixel-perfect clones of its site, per TechCrunch's Anthony Ha. • A new robotaxi scorecard flagged by Kirsten Korosec shows China deploying at scale while US rollouts stall on lawsuits. • iOS 27's most useful AI isn't Siri—it's summarization and photo search the OS ships free, swallowing thin-layer startups. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_112&feed_source=rss&episode_id=112 Transcript: https://media.clawford.org/episodes/2026-06-22/podcast-episode-2026-06-22.txt | Notes: https://media.clawford.org/episodes/2026-06-22/2026-06-22-notes.md

Barely Possible - 2026-06-21

The Clawford Company — Sun, 21 Jun 2026 06:12:12 +0800

[Barely Possible 2026-06-21] Today's episode: • Nobel laureate John Jumper left Google DeepMind for Anthropic, days after OpenAI poached Transformer co-inventor Noam Shazeer. • Lorenzo Franceschi-Bicchierai traces PGP-to-Mythos export controls that printed encryption in books and never stopped the leak. • The UK will use facial age-estimation on asylum seekers despite documented life-altering errors, per a WIRED/Ars team. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_111&feed_source=rss&episode_id=111 Transcript: https://media.clawford.org/episodes/2026-06-21/podcast-episode-2026-06-21.txt | Notes: https://media.clawford.org/episodes/2026-06-21/2026-06-21-notes.md

Barely Possible - 2026-06-20

The Clawford Company — Sat, 20 Jun 2026 06:14:52 +0800

[Barely Possible 2026-06-20] Today's episode: • Elastic agreed to buy CRV-backed Deductive AI for up to $85M; the bug-fixing startup was founded just three years ago. • Microsoft flagged "Crypto Clipper," a Tor-communicating backdoor that spreads over USB and swaps wallet addresses on your clipboard. • Commerce Secretary Lutnick told ASML the US believes an EUV machine reached China; ASML denies it and says it isn't. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_110&feed_source=rss&episode_id=110 Transcript: https://media.clawford.org/episodes/2026-06-20/podcast-episode-2026-06-20.txt | Notes: https://media.clawford.org/episodes/2026-06-20/2026-06-20-notes.md

Barely Possible - 2026-06-19

The Clawford Company — Fri, 19 Jun 2026 06:17:20 +0800

[Barely Possible 2026-06-19] Today's episode: • OpenAI grabbed Transformer co-inventor Noam Shazeer from DeepMind plus ex-Trump AI official Dean Ball, arming up before its IPO. • Bernie Sanders unveiled a $7 trillion AI wealth fund to hand Americans an ownership stake in the AI industry. • AWS is in talks to sell its in-house AI chips to outside data centers, a $50B opportunity Andy Jassy is aiming at Nvidia. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_109&feed_source=rss&episode_id=109 Transcript: https://media.clawford.org/episodes/2026-06-19/podcast-episode-2026-06-19.txt | Notes: https://media.clawford.org/episodes/2026-06-19/2026-06-19-notes.md

Barely Possible - 2026-06-18

The Clawford Company — Thu, 18 Jun 2026 06:20:11 +0800

[Barely Possible 2026-06-18] Today's episode: • Tesco is moving 40,000 server workloads off VMware after Broadcom hiked prices ~175%, calling it "abusive conduct" in court filings. • Uber blew through its annual AI budget in months and capped coding agents at $1,500/employee; Meta killed its internal leaderboard. • Macron and Modi warned at the G7 that the US could cut off American AI after Commerce forced Anthropic to disable foreign access. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_108&feed_source=rss&episode_id=108 Transcript: https://media.clawford.org/episodes/2026-06-18/podcast-episode-2026-06-18.txt | Notes: https://media.clawford.org/episodes/2026-06-18/2026-06-18-notes.md

Barely Possible - 2026-06-17

The Clawford Company — Wed, 17 Jun 2026 06:14:52 +0800

[Barely Possible 2026-06-17] Today's episode: • SpaceX is buying AI coding platform Cursor for $60B, betting full-stack ownership against the Anthropic and OpenAI models Cursor rents from. • Leaked audited docs show OpenAI losing billions a year as R&D dwarfs fast-growing revenue. • Anthropic "paused" token billing for the Claude Agent SDK after power users on $200 plans revolted over an 8x cost jump. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_107&feed_source=rss&episode_id=107 Transcript: https://media.clawford.org/episodes/2026-06-17/podcast-episode-2026-06-17.txt | Notes: https://media.clawford.org/episodes/2026-06-17/2026-06-17-notes.md

Barely Possible - 2026-06-16

The Clawford Company — Tue, 16 Jun 2026 06:15:16 +0800

[Barely Possible 2026-06-16] Today's episode: • Salesforce paid $3.6B for Fin to feed Agentforce — buying the messy escalation logic, not the chatbot, before rivals like ServiceNow do. • Nvidia is borrowing $25B+ in its first bond deal since 2021, as the AI buildout leans harder on debt while Uber and Meta ration tokens. • The UK unveiled an under-16 social media ban covering TikTok, Snapchat, YouTube, Instagram, Facebook and X, with possible overnight curfews. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_106&feed_source=rss&episode_id=106 Transcript: https://media.clawford.org/episodes/2026-06-16/podcast-episode-2026-06-16.txt | Notes: https://media.clawford.org/episodes/2026-06-16/2026-06-16-notes.md

Barely Possible - 2026-06-15

The Clawford Company — Mon, 15 Jun 2026 06:10:38 +0800

[Barely Possible 2026-06-15] Today's episode: • Beijing ordered Meta to unwind its $2B Manus deal despite the Singapore red-chip workaround, and barred founders from leaving China. • StepFun already dismantled its offshore structure ahead of a Hong Kong IPO; Moonshot and Kling reportedly eyeing the same. • Satya Nadella's "loops as IP" pitch: own the learning loop where human capital and token capital compound, not the model. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_105&feed_source=rss&episode_id=105 Transcript: https://media.clawford.org/episodes/2026-06-15/podcast-episode-2026-06-15.txt | Notes: https://media.clawford.org/episodes/2026-06-15/2026-06-15-notes.md

Barely Possible - 2026-06-14

The Clawford Company — Sun, 14 Jun 2026 06:14:10 +0800

[Barely Possible 2026-06-14] Today's episode: • Commerce ordered Anthropic to pull Fable 5 & Mythos 5 worldwide Friday at 5:21pm ET over a single alleged jailbreak. • TechCrunch ties the security finding to Amazon's own researchers — an Anthropic investor whose testing lit the fuse. • The "national security threat" was reportedly asking the model to fix code-base flaws, a thing GPT-5.5 does daily. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_104&feed_source=rss&episode_id=104 Transcript: https://media.clawford.org/episodes/2026-06-14/podcast-episode-2026-06-14.txt | Notes: https://media.clawford.org/episodes/2026-06-14/2026-06-14-notes.md

Barely Possible - 2026-06-13

The Clawford Company — Sat, 13 Jun 2026 06:16:30 +0800

[Barely Possible 2026-06-13] Today's episode: • Google sued "Outsider Enterprise," a Chinese network that used Gemini to code scam sites and blast 2.5M texts in two weeks. • India's Avataar AI prices its distilled, locally-tuned video model at half a cent per second of generation. • SemiAnalysis found OpenAI's $200 Pro plan delivers up to $14K in monthly API-equivalent value; Anthropic's Max around $8K. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_103&feed_source=rss&episode_id=103 Transcript: https://media.clawford.org/episodes/2026-06-13/podcast-episode-2026-06-13.txt | Notes: https://media.clawford.org/episodes/2026-06-13/2026-06-13-notes.md

Barely Possible - 2026-06-12

The Clawford Company — Fri, 12 Jun 2026 06:18:41 +0800

[Barely Possible 2026-06-12] Today's episode: • SpaceX priced its IPO at $135/share, the largest debut ever, but stacked SPV holders won't know their true stakes until lock-ups lift. • India's government got cold feet on Starlink right before the IPO, cracking the growth story public investors are buying. • Simon Willison built most of Datasette 1.0a33 with Claude Fable 5—and reframes OpenAI's rumored price cuts as a response to Anthropic. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_102&feed_source=rss&episode_id=102 Transcript: https://media.clawford.org/episodes/2026-06-12/podcast-episode-2026-06-12.txt | Notes: https://media.clawford.org/episodes/2026-06-12/2026-06-12-notes.md

Barely Possible - 2026-06-11

The Clawford Company — Thu, 11 Jun 2026 06:17:43 +0800

[Barely Possible 2026-06-11] Today's episode: • A German court ruled against Google AI Overviews, saying AI isn't necessary to search—a precedent that could gut the AI search business. • A Florida man is suing police after a facial recognition "93% match" led to his arrest, with contradicting evidence ignored. • The most AI-pilled firms now spend ~$7,500 per employee per month on AI tooling, per Ramp's AI Index—nearing salary territory. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_101&feed_source=rss&episode_id=101 Transcript: https://media.clawford.org/episodes/2026-06-11/podcast-episode-2026-06-11.txt | Notes: https://media.clawford.org/episodes/2026-06-11/2026-06-11-notes.md

Barely Possible - 2026-06-10

The Clawford Company — Wed, 10 Jun 2026 06:16:42 +0800

[Barely Possible 2026-06-10] Today's episode: • Anthropic shipped Claude Fable 5, the safety-wrapped public version of its internal frontier engine, Mythos. • On Cognition's FrontierCode Diamond set, Opus 4.8 hit just 13.4% and GPT-5.5 6.3% on "would a maintainer merge this?" • swyx says Mythos went from infra deal to GA in 34 days on Nvidia's stack, with tasks costing hundreds of dollars each. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_100&feed_source=rss&episode_id=100 Transcript: https://media.clawford.org/episodes/2026-06-10/podcast-episode-2026-06-10.txt | Notes: https://media.clawford.org/episodes/2026-06-10/2026-06-10-notes.md

Barely Possible - 2026-06-09

The Clawford Company — Tue, 09 Jun 2026 06:15:23 +0800

[Barely Possible 2026-06-09] Today's episode: • 73 Microsoft-linked packages carry a self-replicating credential stealer that fires when an AI coding agent opens them—not a human. • The worm rides your agent's GitHub tokens to spread; Microsoft pulled dozens of Azure and AI tool repos after the hack. • Apple's new "Siri AI" runs on a two-tiered, Google-powered model overhaul—frontier capability isn't in Cupertino. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_99&feed_source=rss&episode_id=99 Transcript: https://media.clawford.org/episodes/2026-06-09/podcast-episode-2026-06-09.txt | Notes: https://media.clawford.org/episodes/2026-06-09/2026-06-09-notes.md

Barely Possible - 2026-06-08

The Clawford Company — Mon, 08 Jun 2026 06:13:08 +0800

[Barely Possible 2026-06-08] Today's episode: • A school shooting survivor is suing an AI gun-detection firm after the computer vision system failed to spot the weapon (via Ars... • The accuracy your sales team advertises becomes the accuracy you're liable for when the missed 4% walks through the door. • Anthony Ha's "Tokenpocalypse" piece ties coming price hikes to AI labs cleaning up unit economics ahead of IPOs. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_98&feed_source=rss&episode_id=98 Transcript: https://media.clawford.org/episodes/2026-06-08/podcast-episode-2026-06-08.txt | Notes: https://media.clawford.org/episodes/2026-06-08/2026-06-08-notes.md

Barely Possible - 2026-06-07

The Clawford Company — Sun, 07 Jun 2026 06:12:53 +0800

[Barely Possible 2026-06-07] Today's episode: • Bernhard Hauser gave an autonomous AI agent its own computer—and argues the seat-based SaaS model dies when the user is a machine. • Trump says the administration might take an equity stake in OpenAI; Bernie Sanders floated government owning half of major AI labs. • Reid Hoffman is leaving Microsoft's board to go "founder mode" with Manus, and Sriram Krishnan exits as White House AI advisor. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_97&feed_source=rss&episode_id=97 Transcript: https://media.clawford.org/episodes/2026-06-07/podcast-episode-2026-06-07.txt | Notes: https://media.clawford.org/episodes/2026-06-07/2026-06-07-notes.md

Barely Possible - 2026-06-06

The Clawford Company — Sat, 06 Jun 2026 06:24:33 +0800

[Barely Possible 2026-06-06] Today's episode: • Google is paying SpaceX $920M/month for compute, calling it "unexpected demand" from its newly launched AI products (Sean O'Kane... • The S&P 500 rejected SpaceX over its profitability rule, slamming the same on-ramp shut for OpenAI and Anthropic (Jeremy Hsu, Ars Technica). • Labs pulled $200/month flat plans from enterprises like Uber and Brex—now full API token pricing, per Simon Willison. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_96&feed_source=rss&episode_id=96 Transcript: https://media.clawford.org/episodes/2026-06-06/podcast-episode-2026-06-06.txt | Notes: https://media.clawford.org/episodes/2026-06-06/2026-06-06-notes.md

Barely Possible - 2026-06-05

The Clawford Company — Fri, 05 Jun 2026 06:16:49 +0800

[Barely Possible 2026-06-05] Today's episode: • A San Francisco burglar used a Waymo robotaxi as a getaway car for a lululemon heist—and the footage didn't get him caught. • Columbia admits its breach hit people with no connection to the school, exposing SSNs of total strangers. • AT&T and Verizon lost 8–1 at the Supreme Court over FCC fines for selling customer location data. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_95&feed_source=rss&episode_id=95 Transcript: https://media.clawford.org/episodes/2026-06-05/podcast-episode-2026-06-05.txt | Notes: https://media.clawford.org/episodes/2026-06-05/2026-06-05-notes.md

Barely Possible - 2026-06-04

The Clawford Company — Thu, 04 Jun 2026 06:15:23 +0800

[Barely Possible 2026-06-04] Today's episode: • Uber caps coding agents at $1,500/month per employee per tool — $18k/year per seat that Simon Willison reads as a value tell. • Anthropic launched a Services Track and Partner Hub to formalize the integrators wiring Claude into big enterprises. • Anthropic mapped a year of AI-enabled cyber threats onto MITRE ATT&CK, the defender's standard attacker taxonomy. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_94&feed_source=rss&episode_id=94 Transcript: https://media.clawford.org/episodes/2026-06-04/podcast-episode-2026-06-04.txt | Notes: https://media.clawford.org/episodes/2026-06-04/2026-06-04-notes.md

Barely Possible - 2026-06-03

The Clawford Company — Wed, 03 Jun 2026 06:08:20 +0800

[Barely Possible 2026-06-03] Today's episode: • swyx: Mustafa Suleyman built a "neolab" inside Microsoft in 2 years, all models near-SOTA, controlled chip to model to harness. • Anthropic expands Project Glasswing days after its confidential S-1 and $65B Series H near a $1T valuation. • Meta open-sourced RCCLX to make AMD GPUs talk better—a quiet bet against Nvidia owning the data center. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_93&feed_source=rss&episode_id=93 Transcript: https://media.clawford.org/episodes/2026-06-03/podcast-episode-2026-06-03.txt | Notes: https://media.clawford.org/episodes/2026-06-03/2026-06-03-notes.md

Barely Possible - 2026-06-02

The Clawford Company — Tue, 02 Jun 2026 06:18:24 +0800

[Barely Possible 2026-06-02] Today's episode: • Anthropic confidentially filed a draft S-1 with the SEC, days after closing its $65B Series H at a ~$965B valuation. • KPMG, with 276,000+ employees, is integrating Claude across its core business as Anthropic opens offices in Milan and Seoul. • Google's AI Mode is reshaping U.S. search, answering longer queries directly and squeezing the traffic builders depend on. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_92&feed_source=rss&episode_id=92 Transcript: https://media.clawford.org/episodes/2026-06-02/podcast-episode-2026-06-02.txt | Notes: https://media.clawford.org/episodes/2026-06-02/2026-06-02-notes.md

Barely Possible - 2026-06-01

The Clawford Company — Mon, 01 Jun 2026 06:12:11 +0800

[Barely Possible 2026-06-01] Today's episode: • Sam Altman launched OpenAI Robotics, led by DALL-E co-creator Aditya Ramesh, hiring full-stack hardware, ops, and ML engineers to... • OpenAI's near-term target is robots for skilled trades building its own data-center infrastructure, not Tesla-style kitchen humanoids. • Altman pitched OpenAI into biodefense the same afternoon, with a stated goal to "help the world get a head start" on bio threats. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_91&feed_source=rss&episode_id=91 Transcript: https://media.clawford.org/episodes/2026-06-01/podcast-episode-2026-06-01.txt | Notes: https://media.clawford.org/episodes/2026-06-01/2026-06-01-notes.md

Barely Possible - 2026-05-31

The Clawford Company — Sun, 31 May 2026 06:08:53 +0800

[Barely Possible 2026-05-31] Today's episode: • Bernhard Hauser's May 30 piece argues productized services are back, with AI cutting back-of-house costs so fixed-scope work hits... • Simon Willison calls token-maxing leaderboards "a stupid idea," worse on enterprise Anthropic/OpenAI plans billed at full API price... • Granite-4.1-30b lands in the shadow of Qwen3.6 and Gemma4, raising the question of which models are worth your bench time. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_90&feed_source=rss&episode_id=90 Transcript: https://media.clawford.org/episodes/2026-05-31/podcast-episode-2026-05-31.txt | Notes: https://media.clawford.org/episodes/2026-05-31/2026-05-31-notes.md

Barely Possible - 2026-05-30

The Clawford Company — Sat, 30 May 2026 06:13:46 +0800

[Barely Possible 2026-05-30] Today's episode: • Claude Opus 4.8 ships: SWE-bench Pro 64.3→69.2, Terminal-Bench 66.1→74.6, but GPT-5.5 still leads Terminal-Bench at 78.2. • Anthropic's Series H closes at $965B, more than doubling February's $380B, passing OpenAI on paper with $47B run-rate revenue. • Bun's Jared Sumner ported Zig to Rust in 11 days via Claude Code sub-agents: 750K lines, 99.8% tests passing, Opus orchestrating. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_89&feed_source=rss&episode_id=89 Transcript: https://media.clawford.org/episodes/2026-05-30/podcast-episode-2026-05-30.txt | Notes: https://media.clawford.org/episodes/2026-05-30/2026-05-30-notes.md

Barely Possible - 2026-05-29

The Clawford Company — Fri, 29 May 2026 06:13:26 +0800

[Barely Possible 2026-05-29] Today's episode: • A r/artificial user claims an 8-day zero-dollar agent on AWS t3.micro + Oracle credits, with a 9-provider fallback chain from owl-alpha... • Stealth model owl-alpha allegedly survived 70M tokens before its first rate limit; big-pickle rumored to be DeepSeek v4 on OpenRouter. • An indie builder admits their product's entire knowledge layer is rented across nine landlords — a moat made of routing logic, not weights. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_88&feed_source=rss&episode_id=88 Transcript: https://media.clawford.org/episodes/2026-05-29/podcast-episode-2026-05-29.txt | Notes: https://media.clawford.org/episodes/2026-05-29/2026-05-29-notes.md

Barely Possible - 2026-05-28

The Clawford Company — Thu, 28 May 2026 06:20:37 +0800

[Barely Possible 2026-05-28] Today's episode: • Swyx calls Cognition the largest independent agent lab, citing 200% utilization, IOI gold medalists, and Peter Thiel's biggest AI bet. • Anthropic disclosed a red-team phish that exfiltrated AWS credentials 24 out of 25 times, with only egress controls able to stop it. • Cowork's allowlist let Claude upload user files to an attacker's Anthropic account via a planted API key in the workspace. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_87&feed_source=rss&episode_id=87 Transcript: https://media.clawford.org/episodes/2026-05-28/podcast-episode-2026-05-28.txt | Notes: https://media.clawford.org/episodes/2026-05-28/2026-05-28-notes.md

Barely Possible - 2026-05-27

The Clawford Company — Wed, 27 May 2026 06:19:17 +0800

[Barely Possible 2026-05-27] Today's episode: • A builder's Memory Curator Agent bars worker agents from writing to durable memory, routing events through four scopes mapped to... • Demis Hassabis told Axios AGI could arrive by 2029, a sharper timeline than usual from DeepMind's strictest definitional hawk. • EngineAI is shipping a humanoid robot every fifteen minutes as MiMo and DeepSeek open a price war and Wiz wires into Anthropic's... Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_86&feed_source=rss&episode_id=86 Transcript: https://media.clawford.org/episodes/2026-05-27/podcast-episode-2026-05-27.txt | Notes: https://media.clawford.org/episodes/2026-05-27/2026-05-27-notes.md

Barely Possible - 2026-05-26

The Clawford Company — Tue, 26 May 2026 06:18:26 +0800

[Barely Possible 2026-05-26] Today's episode: • Wix cut ~1,000 employees (20% of workforce) while revenue grew 14% YoY in Q1 2026 — paying for Base44, Wix Harmony, and proprietary... • Ramp's May 2026 AI Index shows Anthropic's Claude overtaking OpenAI in business spend — though a competing podcast disputed the... • One of the original *Attention Is All You Need* authors publicly argued at Pathway's Post-Transformer debate that it's time to move... Catch the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_85&feed_source=rss&episode_id=85 Transcript: https://media.clawford.org/episodes/2026-05-26/podcast-episode-2026-05-26.txt | Notes: https://media.clawford.org/episodes/2026-05-26/2026-05-26-notes.md

Barely Possible - 2026-05-25

The Clawford Company — Mon, 25 May 2026 06:16:49 +0800

[Barely Possible 2026-05-25] Today's episode: • Nine cyber researchers who tested Claude Mythos in controlled settings called it capable of producing "a SolarWinds every quarter" —... • Google DeepMind's agent cracked 9 of 353 open Erdős math problems for a few hundred dollars each, with downstream implications for... • Multi-agent loop failures trace to org-design, not prompts — agents with no stop authority and shared resource writes will recurse... Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_84&feed_source=rss&episode_id=84 Transcript: https://media.clawford.org/episodes/2026-05-25/podcast-episode-2026-05-25.txt | Notes: https://media.clawford.org/episodes/2026-05-25/2026-05-25-notes.md

Barely Possible - 2026-05-24

The Clawford Company — Sun, 24 May 2026 06:12:50 +0800

[Barely Possible 2026-05-24] Today's episode: • A 1.2B-parameter model ran 100 poker tournaments with 6 personas: "Shark" won 45; "Grinder" won zero and never lost either. • A dev mass-refactored a 120-file FastAPI service in 400 steps, 2M tokens, $3—and the model confidently added an async deadlock. • OpenAI is advertising a $445K researcher role requiring candidates to be "tasteful and strategic," as model taste edges out raw capability. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_83&feed_source=rss&episode_id=83 Transcript: https://media.clawford.org/episodes/2026-05-24/podcast-episode-2026-05-24.txt | Notes: https://media.clawford.org/episodes/2026-05-24/2026-05-24-notes.md

Barely Possible - 2026-05-23

The Clawford Company — Sat, 23 May 2026 09:18:10 +0800

[Barely Possible 2026-05-23] Today's episode: • Microsoft reportedly canceled internal Anthropic licenses after token-based billing burned through annual budgets in months. • DeepSeek made its 75% price cut permanent — but frontier models like Opus 4.7 and GPT 5.5 cost more than ever due to test-time compute. • An MIT study of 300 real AI implementations found only 5% of pilots reached full production deployment with documented profit outcomes. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_82&feed_source=rss&episode_id=82 Transcript: https://media.clawford.org/episodes/2026-05-23/podcast-episode-2026-05-23.txt | Notes: https://media.clawford.org/episodes/2026-05-23/2026-05-23-notes.md

Barely Possible - 2026-05-22

The Clawford Company — Fri, 22 May 2026 06:19:33 +0800

[Barely Possible 2026-05-22] Today's episode: • Karpathy joins Anthropic's pre-training team to run Claude-assisted pre-training research — the recursive self-improvement loop, live... • Anthropic projects $44B annualized revenue and a $559M operating profit, making it potentially the first foundation lab to turn a... • Nvidia hit $81.6B in quarterly revenue, up 92% YoY in data centers, while Anthropic committed $45B over three years to SpaceX's... Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_81&feed_source=rss&episode_id=81 Transcript: https://media.clawford.org/episodes/2026-05-22/podcast-episode-2026-05-22.txt

Barely Possible - 2026-05-21

The Clawford Company — Thu, 21 May 2026 06:17:38 +0800

[Barely Possible 2026-05-21] Today's episode: • An OpenAI general-purpose model disproved Erdős's 1946 planar unit distance conjecture — the first AI to autonomously crack a prominent... • Meta is cutting ~8,000 jobs (10% of workforce) in three waves — not due to losses, but to redirect capital toward a $145B AI... • Midjourney says a bet on TPUs instead of Nvidia GPUs set their research back by a full year. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_80&feed_source=rss&episode_id=80 Transcript: https://media.clawford.org/episodes/2026-05-21/podcast-episode-2026-05-21.txt

Barely Possible - 2026-05-20

The Clawford Company — Wed, 20 May 2026 06:17:03 +0800

[Barely Possible 2026-05-20] Today's episode: • Andrej Karpathy joins Anthropic for foundational R&D — explicitly not a policy role, he said he wants to "get back to R&D." • Demis Hassabis compressed his AGI timeline a third time in two years, now calling it "a few years away" at Google I/O. • Gemini 3.5 Flash is ~30x pricier than Gemini 1.5 Flash — builders who modeled costs on the "cheap tier" need to recheck their math. Catch the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_79&feed_source=rss&episode_id=79 Transcript: https://media.clawford.org/episodes/2026-05-20/podcast-episode-2026-05-20.txt

Barely Possible - 2026-05-19

The Clawford Company — Tue, 19 May 2026 06:20:03 +0800

[Barely Possible 2026-05-19] Today's episode: • A federal judge dismissed Musk's OpenAI lawsuit on statute of limitations grounds — not on the merits — and Musk is appealing to the... • Cloudflare tested Anthropic's Mythos Preview (Project Glasswing) against 50+ internal repos; the model chains exploit primitives like a... • GPT-5.5 ran 160+ autonomous protein-folding experiments over 150+ hours, plateauing, recovering, and setting new records without... Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_78&feed_source=rss&episode_id=78 Transcript: https://media.clawford.org/episodes/2026-05-19/podcast-episode-2026-05-19.txt

Barely Possible - 2026-05-18

The Clawford Company — Mon, 18 May 2026 06:43:04 +0800

[Barely Possible 2026-05-18] Today's episode: • Anthropic's Mythos and OpenAI's Daybreak both launched as vetted, US-only rollouts — two frontier labs in a row choosing selective... • Frontier serving costs don't follow the Windows model: Mythos 2 will cost more to run than Mythos, even as older tiers get cheap —... • Microsoft's Global AI Diffusion Report puts frontier AI usage at 27.5% in the Global North vs. 15.4% in the Global South, with the gap... Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_77&feed_source=rss&episode_id=77 Transcript: https://media.clawford.org/episodes/2026-05-18/podcast-episode-2026-05-18.txt

Barely Possible - 2026-05-17

The Clawford Company — Sun, 17 May 2026 06:13:18 +0800

[Barely Possible 2026-05-17] Today's episode: • Mistral's founder told French Parliament his engineers write zero lines of code — productivity hits 10–20x solo but drops sharply in teams. • Enterprise multi-agent deployments in production are mostly strict pipelines with human approval gates, not autonomous agents —... • An academic study found prompt injection is a structural feature of token-based context windows, not a fixable bug, with no clear... Hear how these three threads connect in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_76&feed_source=rss&episode_id=76 Transcript: https://media.clawford.org/episodes/2026-05-17/podcast-episode-2026-05-17.txt

Barely Possible - 2026-05-16

The Clawford Company — Sat, 16 May 2026 08:59:32 +0800

[Barely Possible 2026-05-16] Today's episode: • Stanford's Digital Economy Lab studied 51 live deployments: agentic AI yields 71% productivity gains vs. 40% for assistive AI — but... • arXiv imposed a 1-year submission ban on researchers whose LLM-generated papers included hallucinated citations and unfilled data table... • Aviation-style automation bias is emerging in enterprise AI: humans stop meaningfully reviewing outputs once accuracy is high enough... Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_75&feed_source=rss&episode_id=75 Transcript: https://media.clawford.org/episodes/2026-05-16/podcast-episode-2026-05-16.txt

Barely Possible - 2026-05-15

The Clawford Company — Fri, 15 May 2026 19:41:37 +0800

[Barely Possible 2026-05-15] Today's episode: • An AWS Bedrock Claude agent ran unchecked and generated a $30K bill; Cost Anomaly Detection caught $0. • Anthropic's June 15 pricing split caps programmatic Claude usage at subscription value (~$20/mo for Pro), cutting some devs' effective... • Theo (T3 Chat) called the change a rug pull after building on the Agent SDK per Anthropic's own guidance. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_74&feed_source=rss&episode_id=74 Transcript: https://media.clawford.org/episodes/2026-05-15/podcast-episode-2026-05-15.txt

Barely Possible - 2026-05-14

The Clawford Company — Thu, 14 May 2026 06:12:28 +0800

[Barely Possible 2026-05-14] Today's episode: • OpenAI is offering companies 30 days of free Codex access — a direct play to pull developers away from Anthropic's Claude Code. • Sam Altman publicly floated ditching the price-vs-intelligence tier model in favor of pricing on speed instead. • Anthropic's Claude for Legal added DocuSign, Harvey, and Thomson Reuters connectors; lawyers are now Claude Work's #2 user group behind... Hear the full breakdown — including the token-maxxing debate — in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_73&feed_source=rss&episode_id=73 Transcript: https://media.clawford.org/episodes/2026-05-14/podcast-episode-2026-05-14.txt

Barely Possible - 2026-05-13

The Clawford Company — Wed, 13 May 2026 06:49:04 +0800

[Barely Possible 2026-05-13] Today's episode: • OpenAI's DeployCo launched at a $10B valuation with $4B from TPG, Bain, Advent & Brookfield — buying queue priority for portfolio companies. • Anthropic voided all SPV-based share transfers, naming specific platforms; implied secondary market price reportedly halved immediately. • Thinking Machines Lab dropped what Tony calls the most interesting technical announcement from a smaller lab in recent memory. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_72&feed_source=rss&episode_id=72 Transcript: https://media.clawford.org/episodes/2026-05-13/podcast-episode-2026-05-13.txt

Barely Possible - 2026-05-12

The Clawford Company — Tue, 12 May 2026 06:11:45 +0800

[Barely Possible 2026-05-12] Today's episode: • Google confirmed the first criminal AI-generated zero-day exploit; OpenAI announced "Daybreak" cyber defense the same day. • Anthropic is weighing a $900B pre-money round of up to $50B — above OpenAI's $852B March valuation — ahead of a fall IPO. • Cerebras IPO Thursday: demand 20x available shares, implied market cap projected above $50B on day one per PolyMarket. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_71&feed_source=rss&episode_id=71 Transcript: https://media.clawford.org/episodes/2026-05-12/podcast-episode-2026-05-12.txt

Welcome to Barely Possible

The Clawford Company — Sun, 10 May 2026 16:46:05 +0800

Lane introduces Barely Possible and talks about how all of this came about.

Read more in Lane's blog: Introducing Barely Possible.

If you're interested in creating your own custom podcast, you can join the waitlist here. If you're on Telegram, you can also join this Telegram channel for even earlier access.

The best way to share feedback or chat about the show is by joining this Telegram group.