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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. Check out my fast-growing (!) app, free to use, and code INSIDER15 for 15% off paid tiers: https://lmcouncil.ai AI Insiders ($9!): / aiexplained 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-... Hallucinations: https://artificialanalysis.ai/evaluat... Investment Banking Bench: https://x.com/bradlightcap/status/202... Move 37: https://x.com/nasqret/status/20296288... System Card: https://deploymentsafety.openai.com/g... Prediction Market Scandal: https://www.wired.com/story/openai-fi... GPT 5.3 Instant: https://openai.com/index/gpt-5-3-inst... GDPVal: https://openai.com/index/gdpval/ Claude in Iran: https://www.washingtonpost.com/techno... ‘Like Dogs’: https://x.com/AndrewCurran_/status/20... Altman leak: https://www.cnbc.com/2026/03/03/sam-a... Original 2024 Switch: https://archive.fo/20240116172526/htt... Amodei Original Memo: https://www.theinformation.com/articl... Anthropic Apology: https://www.anthropic.com/news/where-... OpenAI Employee Reaction: https://x.com/tszzl/status/2029334980... DoD Suppler Risk: https://www.cnbc.com/amp/2026/03/05/a... Atlantic Exclusive: https://archive.fo/20260301152646/htt... No Negotiation: https://x.com/USWREMichael/status/202... $20B Doubling: https://archive.ph/20260304111124/htt... March 2022 Interview: • Daniela and Dario Amodei on Anthropic https://lmcouncil.ai/ Non-hype Newsletter: https://signaltonoise.beehiiv.com/ Podcast: https://aiexplainedopodcast.buzzsprou...