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Opus 4.8, Anthropic's S-1, MiniMax M3 & NVIDIA Pays You to Host a Data Center | This Week In AI

June 3, 2026

Anthropic filed to go public. The S-1 lands the same week as a $65 billion Series H at a $965 billion valuation, a claimed first profitable quarter, and a home listing that takes Anthropic stock as payment. Opus 4.8 shipped mid-week, and Shane and Abhi give the vibe check: a polish pass over 4.7 more than a step change, still trailing GPT-5.5 on DeepSWE, with GPT-5.6 spotted in Codex logs. The quieter, more interesting release: mid-conversation system messages, steering a model mid-task without breaking the prompt cache. MiniMax M3 is out, agent-tuned and long-context at a fraction of frontier pricing. NVIDIA used Computex to push AI onto the desktop with Vera, RTX Spark, and a Windows DGX Station that runs trillion-parameter models locally, plus a startup unit that bolts onto your house and pays you for compute. OpenAI brings Codex to Windows and ships private MCP servers. Claude Code's dynamic workflows get cloned by pi within a day, Devin raises $1B, and the model-vs-harness debate heats up. Plus continual learning as the next wave, a $500M accidental Claude bill, Corgi's seven-days-a-week firestorm, and a GitHub Star Party pick. šŸ”— LINKS Pope on AI: https://x.com/pontifex/status/2060322763718725798 Kuzma on TBPN: https://x.com/tbpn/status/2060374399031632176 Opus 4.8: https://x.com/alexalbert__/status/2060043196655362358 Mid-conversation system messages: https://x.com/swyx/status/2060044644193624253 Opus 4.8 on DeepSWE: https://x.com/arrakis_ai/status/2060757773579956640 GPT-5.6 sighting: https://x.com/hqmank/status/2060334752369160472 Anthropic S-1: https://x.com/AnthropicAI/status/2061478052257841495 Series H: https://x.com/anthropicai/status/2060061347522433422 First profitable quarter: https://techcrunch.com/2026/05/20/anthropic-says-its-about-to-have-its-first-profitable-quarter/ $500M Claude bill: https://x.com/Polymarket/status/2060034216906068131 Zillow listing: https://x.com/Yuchenj_UW/status/2060776120380010932 Mythos class model: https://x.com/kimmonismus/status/2060047510853312557 MiniMax M3: https://x.com/minimax_ai/status/2061266317815296322 Computex in 12 minutes: https://youtu.be/ugNnw4lAMWA NVIDIA Vera: https://x.com/nvidianewsroom/status/2061298380022726734 RTX Spark: https://x.com/nvidia/status/2061313474005737829 DGX Station for Windows: https://x.com/nvidianewsroom/status/2061307670607319201 Home AI data center: https://x.com/w1nklerr/status/2060091525413884408 Codex on Windows: https://x.com/OpenAI/status/2060428604727771421 Private MCP servers: https://x.com/openaidevs/status/2059703536825565499 Dynamic workflows: https://x.com/claudedevs/status/2060044853279617150 pi dynamic workflows: https://x.com/micLivs/status/2060115468531499224 Devin raises $1B: https://x.com/cognition/status/2059660758531940856 grok-build: https://x.com/xai/status/2060392249402552457 Codex as QA: https://x.com/steipete/status/2061208638027395490 Cua on Windows: https://x.com/trycua/status/2059688960838828391 Elad Gil on liftoff: https://x.com/eladgil/status/2061129428084887593 Continual learning pivot: https://x.com/swyx/status/2061206120233054327 Trajectory: https://trajectory.ai/ Motion Studio: https://x.com/_adishj/status/2059666916835463646 Koji AI tutor: https://x.com/suekhim/status/2060378988606878147 Asana acquires Stack AI: https://x.com/techcrunch/status/2060091143556395421 Corgi raises $106M: https://x.com/nico_laqua/status/2060028908704243782 Coral board with Gemma: https://x.com/googlegemma/status/2059740184930074758 Cloudflare web search: https://x.com/cherryjimbo/status/2060717359979958513 Voice-controlled computer: https://x.com/farzatv/status/2060865350036750847 rift: https://github.com/anomalyco/rift

Episode Transcript

0:00

Cold open

0:29

Welcome + last week's callbacks

2:22

Opus 4.8 — Shane and Abhi give the vibe check: a polish pass over 4.7 more than a step change, still trailing GPT-5.5 on DeepSWE, with GPT-5.6 spotted in Codex logs. The quieter, more interesting release: mid-conversation system messages, steering a model mid-task without breaking the prompt cache.

5:51

Anthropic files to go public — The S-1 lands the same week as a $65 billion Series H at a $965 billion valuation, a claimed first profitable quarter, and a home listing that takes Anthropic stock as payment.

11:33

MiniMax M3 — Agent-tuned and long-context at a fraction of frontier pricing.

15:23

NVIDIA at Computex — Pushing AI onto the desktop with Vera, RTX Spark, and a Windows DGX Station that runs trillion-parameter models locally.

18:11

NVIDIA's home AI data center — A startup unit that bolts onto your house and pays you for compute.

20:32

OpenAI ships for Windows — Codex comes to Windows and private MCP servers ship.

21:15

More coding agent news — Claude Code's dynamic workflows get cloned by pi within a day, Devin raises $1B, and the model-vs-harness debate heats up.

25:07

Continual learning — The next wave in AI development.

27:42

Quick hits — $500M accidental Claude bill, Corgi's seven-days-a-week firestorm, and more.

34:04

GitHub Star Party