The US Government Just Shut Off Anthropic's Best AI. (What Really Happened)

This Week In Startups is made possible by: Every.io - visit every.io Sentry.io - sentry.io/twist Vanta - vanta.com/twist Today’s show: The next SpaceX won't be building rockets; it'll build the first hotel on the Moon. Today on TWiST, GRU Space founder Skyler Chan brings a brick made from lunar soil into the studio and lays out a plan to manufacture on the Moon as early as next year. We get into the science, the business model, and the regulatory land-grab ahead! Then, the US government forces Anthropic to pull Fable 5 and Mythos 5. Jason and Lon unpack what it means when a single AI model can vanish overnight, and the US government's emergency order. Stick around for the winner (or winners?!) of the $5,000 AI podcast-companion bounty! Timestamps: 0:00 Knicks playoff run, San Antonio & Texas BBQ (Black's vs. Terry Black's) 7:44 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 9:13 Guest intro: Skyler Chan, GRU Space — and the lunar-soil brick 9:50 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 11:35 Why the next SpaceX builds habitats, not rockets 14:39 NASA's $20B moon-base signal & the TRL contracting path 15:34 Business model: from construction contractor to owning lunar land 17:27 Building the hotel robotically + $1M refundable deposits 19:21 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 30:30 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 38:49 News: US government blocks Anthropic's Fable 5 & Mythos 5 40:55 The politics: Hegseth, Sacks, Jassy & the "conspiracy" angle 1:09:00 Why no single model dependency is safe (multi-model harnesses) 1:18:08 Bounty results: MySidecast wins $3,000 1:18:28 Honorable mentions: Couchverse (Lemon Slice) & Convalenz 1:29:05 Next bounty: the Annotated app 🔗 Links & Resources Mentioned: Guest & company Skyler Chan: Founder, GRU Space → https://www.ycombinator.com/companies/galactic-resource-utilization-space-inc-gru-space GRU Space (Galactic Resource Utilization): YC startup building lunar- regolith bricks and a robotic Moon hotel → https://www.ycombinator.com/companies/galactic-resource-utilization-space-inc-gru-space GRU Space lunar hotel bookings → https://payloadspace.com/gru-space-opens-bookings-for-planned-lunar-hotel/ Companies & topics discussed SpaceX: the IPO and the "next SpaceX" framing → https://www.spacex.com NASA: the ~$20B moon-base commitment; TRL (Technology Readiness Level) scale → https://www.nasa.gov/humans-in-space/artemis/ Lunar Outpost: lunar terrain vehicle/rover company → https://www.lunaroutpost.com Venturi Astrolab: lunar mobility company → https://www.venturiastrolab.com StarCloud: "send a GPU to space, then send thousands" → https://www.starcloud.com Hudson's Bay Company: historical analogy for owning lunar land → https://en.wikipedia.org/wiki/Hudson's_Bay_Company Polymarket: prediction markets shout-out → https://polymarket.com Kith: the lucky-jacket brand → https://kith.com Knicks Fan TV (KFTV) / CP "The Fanchise" → https://www.youtube.com/knicksfantv Bounty competition http://thisweekinstartups.com/bounty MyAISideCast by Ricky Rivas — WINNER ($3,000) https://myaisidecast.com Couchverse by Lemon Slice AI — honorable mention ($1,000) → https://lemonslice.com Convalenz by Beau Bratton — honorable mention ($1,000) → https://www.elav8.ai/convolens/ Gamma — possible acquirer/integrator of live-slides idea → https://gamma.app TWiST Bounty program → http://thisweekinstartups.com/bounty annotated.com — basis for the next bounty → http://annotated.com 🎙️ About the Guest: Skyler Chan is the founder of GRU Space (Galactic Resource Utilization), a Y Combinator–backed startup developing a payload factory that manufactures bricks from lunar regolith to build the first robotic hotel on the Moon. Follow GRU Space → https://www.ycombinator.com/companies/galactic-resource-utilization-space-inc-gru-space Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

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