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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.

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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

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