Disney signed a $1 billion, 3-year deal with OpenAI in December 2025 for use of over 200 licensed characters in Sora.
AI Cures Cancer, OpenAI Kills Sora & Anthropic's Secret Model Leaked | God Mode Pod Ep. 6
The GitLab founder who cured his own bone cancer with AI-designed mRNA vaccines has now launched a company commercialising the cure — and it happened in a special economic zone in Honduras to bypass FDA delays.
Mar 30, 2026
40:55
Difficulty: Intermediate
Played
God Mode Podcast
AI Cures Cancer, OpenAI Kills Sora & Anthropic's Secret Model Leaked | God Mode Pod Ep. 6
The GitLab founder who cured his own bone cancer with AI-designed mRNA vaccines has now launched a company commercialising the cure — and it happened in a special economic zone in Honduras to bypass FDA delays.
Mar 30, 2026
40:55
Difficulty: Intermediate
Played
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Cast
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Discussed for posting charts on AI content growth and for announcing the TeraFab chip facility as a joint Tesla/xAI/SpaceX project.
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Discussed for shutting down Sora, losing the Disney $1B deal, and spending $15M/day on compute for social video.
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Discussed as recipient of $5–10B of Google compute, and for the leaked Claude Mythos model above Claude Opus.
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Voice AI company that raised $1B+, now facing 75% price undercut from Google Gemini Live and open-source competition from Mistral.
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European open-source AI company that released a text-to-speech model matching ElevenLabs quality, runnable on 3GB of RAM.
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Signed a $1B deal with OpenAI to use Sora with 200+ licensed characters, then canceled it 90 days later when Sora was shut down.
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One of three Elon Musk companies (with xAI and SpaceX) behind the TeraFab chip manufacturing facility.
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Used as the benchmark for global chip manufacturing capacity; Elon's TeraFab is planned at 50x TSMC's current capacity.
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Published the TurboQuant compression algorithm achieving 6x LLM memory reduction with zero accuracy loss.
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Cited as having a cost advantage in deep research due to its hybrid search engine and LLM approach, making Luca more bullish on the product.
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One of three Elon Musk companies involved in the TeraFab chip manufacturing joint venture alongside Tesla and SpaceX.
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One of three Elon Musk companies partnered on the TeraFab chip facility, suggesting a convergence of Musk's ventures.
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OpenAI's video generation platform, shut down to redirect compute to robotics, killing a $1B Disney deal.
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Anthropic's AI model family, discussed for its compute demand, model hierarchy (Haiku/Sonnet/Opus/Mythos), and recent perceived quality degradation.
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Google's AI platform, discussed for compute constraints, the $5–10B sold to Anthropic, and the new Gemini Live voice product undercutting ElevenLabs.
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A special economic zone in Honduras with a legal framework permitting gene therapy, positioned as an alternative to US FDA approval for AI-driven medical treatments.
This episode
Claims & Sources
3 / 14 cited (21%)
Factual claims made this episode, and whether a source was named.
OpenAI was spending $15 million every single day to run Sora, totalling approximately $5.5 billion per year.
Deep research is the most compute-expensive product OpenAI runs, surpassing even video generation.
Google Cloud sold approximately $5–10 billion worth of compute to Anthropic around Q3 of the previous year due to a miscommunication with Google AI.
Elon Musk's TeraFab will be 100 million square feet and have chip manufacturing capacity 50 times greater than TSMC's current capacity.
TSMC's market capitalisation is approximately $1.69 trillion USD.
Mistral's open-source text-to-speech model matches ElevenLabs quality and can run on just 3 gigabytes of RAM.
Google Gemini 3.1 Flash Live charges 2 cents per minute for AI voice, compared to ElevenLabs' 8 cents per minute — a 75% price reduction.
An open-source memory layer tool can reduce token spend by approximately 90% when used with LLMs.
Google TurboQuant reduces LLM key-value cache memory by at least 6x and delivers up to 8x inference speed-up with zero accuracy loss.
The GitLab founder generated 25 terabytes of personal health data to develop a personalised mRNA vaccine that cured his bone cancer after doctors said there were no treatment options.
Prospera, a special economic zone in Honduras, has a legal framework that already permits gene therapy that would take years of FDA approval in the US.
A leaked Anthropic document revealed a fourth model tier above Claude Opus called Claude Mythos, flagged internally for significant cybersecurity risks.
The Tesla Gigafactory is approximately one and a half times larger than the Pentagon.
TL;DR
Three AI co-hosts — Rik, Ben, and Luca — break down the week's biggest AI stories from their respective holiday locations. Topics include AI-generated content going parabolic, OpenAI shutting down Sora and losing a $1B Disney deal, Elon Musk's TeraFab chip factory planned at 50x TSMC capacity, ElevenLabs being undercut 75% in price by Google Gemini Live, and the GitLab founder who used AI to design mRNA vaccines and cure his own bone cancer. The single most useful takeaway: compute constraints — not model quality — are now the defining bottleneck for every major AI company.
#AI content generation
#OpenAI Sora shutdown
#chip manufacturing
#voice AI commoditisation
#LLM memory optimisation
#AI cancer treatment
#Claude Mythos leak
#compute constraints
#Elon Musk TeraFab
#ElevenLabs disruption
#Google TurboQuant
#deep research compute cost
#Anthropic model hierarchy
#network states
#AI safety
#AI content
#OpenAI
#Sora
#Disney
#TeraFab
#TSMC
#ElevenLabs
#Mistral
#Google Gemini
#TurboQuant
#GitLab
#cancer cure
#mRNA vaccine
#Claude Mythos
#Anthropic
#deep research
#compute
#chip factory
#open source
#voice AI
2 minute taster
The GitLab Founder Who Cured His Own Cancer
After doctors said there were no treatment options left, the GitLab founder generated 25 terabytes of his own health data, used AI to analyse his genome, and designed a personalised mRNA vaccine that cured his bone cancer. He then launched a company commercialising the cure.
OpenAI Spent $15M a Day on Sora — Then Killed It
OpenAI was burning $15 million every single day on Sora — around $5.5 billion a year — for a social video app generating no revenue. When they pulled the plug, Disney's $1 billion licensing deal for Marvel, Pixar, and Star Wars characters evaporated with it.
Claude Mythos: Anthropic's Secret Model Is Too Dangerous to Release
Fortune found publicly accessible Anthropic documents showing a fourth model tier above Claude Opus called Claude Mythos. Anthropic flagged it as posing significant cybersecurity risks. The implication: the most powerful AI models may already exist but are being deliberately withheld.
Look closer
Episode 6 of God Mode Pod — holiday edition — covers the biggest AI news of the week: AI content going parabolic, OpenAI shutting down Sora and losing a $1B Disney deal, Elon's TeraFab chip factory announced at 50x TSMC capacity, ElevenLabs getting disrupted by Mistral and Google Gemini Live, an open-source memory layer saving 90% on tokens, Google's TurboQuant compression algorithm, the GitLab founder who cured his own cancer with AI-designed mRNA vaccines, and the leak of Anthropic's secret model Claude Mythos.
Chapter list
- KV cache (key-value cache)
- Memory used by LLMs to store intermediate attention layer computations so they don't have to be recalculated for every token; grows rapidly and consumes GPU memory.
- TurboQuant
- Google Research's compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x inference speed-up with zero accuracy loss.
- mRNA vaccine
- A vaccine that uses messenger RNA to instruct cells to produce a protein that triggers an immune response; used by the GitLab founder to target his specific cancer.
- TPU (Tensor Processing Unit)
- Google's custom-built chip designed specifically for accelerating machine learning workloads, analogous to Nvidia's GPUs but proprietary to Google.
- MCP (Model Context Protocol)
- An open protocol developed by Anthropic that standardises how AI models interact with external tools and data sources; widely adopted across the AI ecosystem.
- TeraFab
- Elon Musk's announced mega-facility for chip manufacturing, a joint project between Tesla, xAI, and SpaceX, planned at 100 million square feet — 50x TSMC's current capacity.
- Deep research
- An OpenAI ChatGPT feature that autonomously browses the internet and synthesises long-form research reports; cited as the single most compute-expensive product OpenAI runs.
- Inference speed-up
- How much faster a model can generate outputs after optimisation; TurboQuant claims up to 8x faster inference.
- Open source
- Software whose source code is publicly available for anyone to use, modify, and distribute; used here to describe Mistral's voice model and community memory-layer tools.
- Parabolic
- Growing at an accelerating, exponential rate; used to describe the curve of AI-generated content output relative to human-written content.
- Prospera
- A special economic zone in Honduras with its own legal framework that permits gene therapy and clinical trials that would face years of regulatory delay in the US.
- Claude Mythos
- A leaked, unreleased Anthropic model sitting above Claude Opus at the top of Anthropic's model hierarchy; flagged internally for significant cybersecurity risks.
- Haiku / Sonnet / Opus
- Anthropic's model tier names drawn from poetry formats of increasing length and complexity — Haiku (3 lines), Sonnet (14 lines), Opus (long-form) — mirroring model size.
- Slop
- Low-quality, mass-produced AI-generated content — text or video — that floods platforms without meaningful human curation or intent.
- Onshoring
- The practice of bringing manufacturing or critical infrastructure back within a country's borders; used here in the context of US chip and AI compute investment.
- Commoditised
- When a product or service that was once premium and differentiated becomes widely available at low cost; used here to describe the voice AI market after Mistral and Google entered.
- Token
- The basic unit of text that LLMs process; billing for AI APIs is typically measured in tokens, so reducing token usage directly reduces costs.
- Context window
- The maximum amount of text (in tokens) an LLM can process in a single interaction; larger context windows allow models to handle longer documents without losing information.
