Just 48 hours after releasing GPT 5.3 Instant, OpenAI have released GPT 5.4 Thinking, so either their is an imminent singularity or perhaps we are being distracted from other news. This video will give 9 crucial bits of context, not just on the GPT 5.4 drop but on the background to the meltdown between the Pentagon and Anthropic. What does this say about the state of AI progress, your job, and what is next.
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Chapters:
00:00 - Introduction
01:06: GPT 5.4 Breakdown
05:06 - Closing the Loop
06:35 - Spiky Performance
10:31 - Advice
11:32 - Less Encouraging Developments - Fired Like Dogs
17:45 - But Used in Iran
GPT 5.4: https://openai.com/index/introducing-gpt-5-4/
Hallucinations: https://artificialanalysis.ai/evaluations/omniscience
Investment Banking Bench: https://x.com/bradlightcap/status/2029684672343728452
Move 37: https://x.com/nasqret/status/2029628846518010099
System Card: https://deploymentsafety.openai.com/gpt-5-4-thinking/gpt-5-4-thinking.pdf
Prediction Market Scandal: https://www.wired.com/story/openai-fires-employee-insider-trading-polymarket-kalshi/
GPT 5.3 Instant: https://openai.com/index/gpt-5-3-instant/
GDPVal: https://openai.com/index/gdpval/
Claude in Iran: https://www.washingtonpost.com/technology/2026/03/04/anthropic-ai-iran-campaign
‘Like Dogs’: https://x.com/AndrewCurran_/status/2029605783311470679
Altman leak: https://www.cnbc.com/2026/03/03/sam-altman-tells-openai-staff-operational-decisions-up-to-government.html
Original 2024 Switch: https://archive.fo/20240116172526/https://www.bloomberg.com/news/articles/2024-01-16/openai-working-with-us-military-on-cybersecurity-tools-for-veterans#selection-6173.83-6173.226
Amodei Original Memo: https://www.theinformation.com/articles/read-anthropic-ceos-memo-attacking-openais-mendacious-pentagon-announcement?rc=sy0ihq
Anthropic Apology: https://www.anthropic.com/news/where-stand-department-war
OpenAI Employee Reaction: https://x.com/tszzl/status/2029334980481212820
DoD Suppler Risk: https://www.cnbc.com/amp/2026/03/05/anthropic-pentagon-ai-claude-iran.html
Atlantic Exclusive: https://archive.fo/20260301152646/https://www.theatlantic.com/technology/2026/03/inside-anthropics-killer-robot-dispute-with-the-pentagon/686200/#selection-941.61-941.212
No Negotiation: https://x.com/USWREMichael/status/2029754965778907493
$20B Doubling: https://archive.ph/20260304111124/https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud
March 2022 Interview: https://www.youtube.com/watch?v=uAA6PZkek4A
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