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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)

8:23 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!

9:52 Guest intro: Skyler Chan, GRU Space — and the lunar-soil brick

10:29 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io

12:14 Why the next SpaceX builds habitats, not rockets

15:18 NASA's $20B moon-base signal & the TRL contracting path

16:13 Business model: from construction contractor to owning lunar land

18:06 Building the hotel robotically + $1M refundable deposits

20:00 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

31:09 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist

39:28 News: US government blocks Anthropic's Fable 5 & Mythos 5

41:34 The politics: Hegseth, Sacks, Jassy & the "conspiracy" angle

1:09:39 Why no single model dependency is safe (multi-model harnesses)

1:18:47 Bounty results: MySidecast wins $3,000

1:19:07 Honorable mentions: Couchverse (Lemon Slice) & Convalenz

1:29:44 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/

🎙️ 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.