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Interview with Rob Sadowsky from Cohesity Global Cyber Resilience Report: Cyber Recovery Plans Weren't Designed for this Moment Cyber recovery plans weren't designed for this moment. Most were built around assumptions that made sense when they were written: incidents could be understood, dependencies mapped, recovery could follow a predictable sequence, and decision-makers would have enough information to act. In practice, major cyber incidents unravel those assumptions. AI and autonomous agents are creating new paths to compromise, while cloud and SaaS expansion increases the systems, services, and dependencies involved in recovery. Vulnerabilities are discovered and weaponized faster than ever, and AI is accelerating that cycle. As incidents unfold, scope expands, dependencies appear only when they break, and recovery plans no longer match reality. With assumptions under greater strain, confidence is beginning to erode. This year, the percentage of survey respondents reporting complete confidence in their cyber resilience strategy fell. To understand how recovery unfolds today, Cohesity commissioned Vanson Bourne to survey 3,200 IT and security decision-makers at organizations with 1,000 or more employees across 11 countries. This report examines where recovery becomes more difficult than expected, the obstacles organizations encounter, how they define and test a Minimum Viable Company (MVC), and how AI is reshaping cyber threats and cyber resilience. https://www.cohesity.com/dm/global-cyber-resilience-report/ This segment is sponsored by Cohesity. Visit https://securityweekly.com/cohesity to learn more about them! Topic: When should we use AI for writing and when should we avoid it? I've had an essay in draft form for a month now, trying to get my feelings across on why AI writing drives me so crazy. I struggled to put it into words. Fortunately, Charity Majors figured out how to put it into words and I think she nailed not just how I feel about AI, but the reasons why I feel so strongly about it. She uses a scale to help explain this, with "personal" at one end and "functional" at the other. https://charity.wtf/p/confessions-of-an-unrepentant-slop When I ask AI to create a company profile for me, 10 minutes before I meet with them, I don't need poetry - just facts. But when I read something that is supposedly someone's opinions and analysis on a topic, and it's clearly 100% AI-generated, I angrily dismiss it. I love that this writeup isn't just an "I hate slop" rant - it actually quantifies why a personal touch matters and how to gauge when it is necessary and when outsourcing the task to AI is totally fine. In both cases, Charity notes that quality matters. My most recent complaints come from cases where things are not only clearly written by AI, but where quality went out the window and they're unrecognizable as a human-readable language. And yes, I brought an example: https://dispatch.cybersecurityhq.com/p/escalation-voided-on-construct-failure-timing-condition-placed-under-review Weekly Enterprise News Finally, in the enterprise security news, We check the vibes, funding, and acquisitions Tenable now has Mythos built-in??? We check in on how vulnerability remediation is going Microsoft is creating a code of conduct for AI OpenAI just got called to the principal's office Booz Allen created new cybersecurity AI benchmarks 50% of CISOs see Mythos as a sign to resign??? Ayman read the latest Anthropic AI misuse report MIT explains the 12 possible AI outcomes (very ominous) a 9-year old decided to promote his YouTube account… with his dad's corporate card All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-477
Zyklus-Expertin Mandy Jochmann räumt mit dem größten Mythos des zyklusorientierten Arbeitens auf und zeigt, warum dein Zyklus nicht deinen Kalender diktieren muss, sondern eine hilfreiche Orientierung für deine Selbstständigkeit sein kann.Mandy erklärt außerdem, warum die Perimenopause für viele Frauen viel früher beginnt als gedacht, welche unsichtbaren Symptome dahinterstecken und warum fehlendes Wissen dazu führt, dass Frauen den Fehler bei sich selbst suchen. Julia und Mandy sprechen offen darüber, was diese Lebensphasen mit der eigenen Selbstständigkeit machen und welche Tipps auch dir helfen werden. Höre jetzt rein.Timestamps00:33 Der größte Mythos beim zyklusorientierten Arbeiten07:29 Die vier Zyklusphasen im Überblick18:41 Zyklus-Tracking: So geht‘s22:13 Der beste Ausgangspunkt28:15 Der wesentliche Gedankenswitch31:09 Mandys eigene Zyklusgeschichte und PMS-Erfahrung34:11 Warum PMS nicht normalisiert werden sollte35:48 Wie sich Themen durch Zyklusphasen verstärken38:08 Die vier Archetypen nach Dr. Miriam Stark41:59 Was die Wechseljahre wirklich bedeuten42:50 Perimenopause, Menopause, Postmenopause erklärt43:50 Warum die Perimenopause schon mit Mitte 30 beginnen kann45:15 Mehr als Hitzewallungen: die unsichtbaren Symptome48:48 Warum offenes Sprechen über Wechseljahre heilsam ist50:55 Brainfog, Erschöpfung und der Mythos der Leistungsfähigkeit53:21 Die Pubertät als Vergleich: ein System, das überdacht werden darf54:24 Julias eigener Crash und die Verbindung zur Perimenopause59:02 Eine neue Identität für die nächste Lebensphase01:01:22 Fünf knackige Fragen und Antworten01:04:31 Der erste Schritt bei hormonellen Veränderungen01:05:58 Mandys BuchtippsVollständige Shownotes und weitere Informationen findest du unter https://julia-lakaemper.com/podcast/223/Timestemps:
In the final episode of our Japan series and Rob's mini series on video games, Rob reads the first chapter of "The Mario Mythos" setting out his theory that game heroes have become the protagonists of postmodern mythic systems.
In dieser Folge tauchen wir tief ein in die packende und hochgradig ambivalente Biografie eines Mannes, dessen Name wie kaum ein anderer für das Spannungsfeld zwischen medizinischem Genie und moralischer Verstrickung steht: Ferdinand Sauerbruch. Wir beleuchten wir das Leben des weltberühmten Chirurgen der Berliner Charité. Einerseits gilt er als unumstrittener Pionier, der mit der Erfindung der Unterdruckkammer die moderne Brustraumchirurgie begründete und durch den legendären „Sauerbruch-Arm“ das Leben tausender Kriegsversehrter revolutionierte. Andererseits offenbart sein Wirken im Dritten Reich tiefe Schatten: Als Nationalpreisträger, Generalarzt und medizinischer Fachgutachter im Reichsforschungsrat bewegte er sich in den obersten Machtzirkeln des NS-Regimes, tolerierte die Ausgrenzung jüdischer Kollegen und schwieg nachweislich zu grausamen Menschenversuchen in den Konzentrationslagern. Wir hinterfragen in dieser Episode kritisch den popkulturellen Mythos des unpolitischen „Halbgottes in Weiß“ und zeigen, wie stark Nachkriegserzählungen seine Anpassung und die tragischen, von Demenz gezeichneten Spätjahre beschönigt haben. Eine faszinierende Analyse über die schmale Linie zwischen medizinischer Koryphäe und politischer Mitläuferschaft, die zum Nachdenken über die Verantwortung der Wissenschaft anregt.
I.A. Café - Enquête au cœur de la recherche sur l’intelligence artificielle
Send us Fan MailOn est back! Retour d'IA Café. Saison 7. Au programme : rattrapage de l'actualité IA des deux derniers mois…en attendant l'IApocalypse!! Au programme L'apocalypse annoncé de Jacob Coxon et AnthropicDémocratie, état de droit et pouvoir économique : Qui doit définir les règles de l'IA? Claude (Anthropic) promet de filigraner le texte généré par l'IAAttaque orchestrée par des agents IA autonomes d'Open AI contre Hugging face. OpenAI annonce une pause sur ses modèles frontières. Et (trois semaines plus tard) lance son nouveau modèle ChatGPT 6-Astra! Êtes-vous capable de détecter les textes IA? Vraiment? « Bot or not: Can people tell the difference between stories written by a human or by an AI system? Une IA pour créer des virus - Des scientifiques de l'Université Stanford qui ont utilisé des IA pour créer de vrais nouveaux types de virus. SOCAN vs Suno - Poursuite judiciaire : (Société canadienne des auteurs-compositeurs et éditeurs de musique) vs Suno! Claude Fable 5 -Mythos; Grok 4.5; Kimi k3, DeepSeek V4ChatGPT work en réponse à Claude coworkBonne écoute.Production et animation: Jean-François Sénéchal, Ph.D.BaristIAs: Sylvain Munger Ph.D, Marie-Ève Vachon Savary, Catherine Légaré-Pelletier et Jean-François Sénéchal. Collaborateurs et collaboratrices: Véronique Tremblay, Stéphane Mineo, Frédérick Plamondon Ph.D., Shirley Plumerand, Sylvain Munger Ph.D, Marie-Ève Vachon Savary, Louis Cormier, Catherine Légaré-Pelletier. En musique : PP2, Aubert Sénéchal (2025) (c)BaselineVoyez ce que Baseline peut faire pour vous !Institut Intelligence et Données (IID) Un pôle d'expertise au cœur de l'écosystème IA québécoisDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show
The gang breaches the mycelium wall to familiar yet unknown horrors.Our Show's WebsiteOur PatreonOur Social Media Manager Mads!CrockettWaveshaperMarcus DPinnacle Entertainment Group
Tschechien ist Ehrengast der Frankfurter Buchmesse Anfang Oktober und wird ein „Meer der literarischen und kulturellen Vielfalt“ präsentieren. So kündigt es die Messe an und wir ahnen: Da ist mehr als nur Bier und Kafka. Höchste Zeit also, mal über die Grenze zu schauen und mehr zu erfahren von unserem Nachbarn. Welche literarischen Traditionen gibt es und was treibt die jungen Autoren um? Aber auch: Wie geht es den Tschechen wirtschaftlich und schauen sie zufrieden auf gut zwei Jahrzehnte Mitgliedschaft in der EU? Und dann ist da noch die Sache mit dem Kulturerbe der Braukunst - und damit wir sind doch wieder beim Bier. Darüber spricht Ulrich Sonnenschein mit Winfried Dimmel, der ein Buch über den Mythos des tschechischen Bieres geschrieben hat. Mehr über die aktuelle Literatur erfahren wir vom Autoren Jaroslav Rudiš, der in Berlin lebt und in der Kafka Band singt. Unsere Korrespondentin in Prag, Marianne Allweiss, teilt ihre aktuellen Beobachtungen mit uns, und der Journalist Christoph Scheffer erzählt, was Land und Leute aus seiner Sicht so liebenswert macht. Podcasttipp: Deutschlandfunk Hintergrund Tschechiens Wirtschaft - Emanzipation von Deutschland Lange Zeit galt Tschechien als die Werkbank Deutschlands, vor allem als Zulieferer für die Autoindustrie. Das hat sich gewandelt. Tschechische Firmen haben innovative Ideen und expandieren auch dorthin, wo man es früher nicht vermutet hätte https://www.ardsounds.de/episode/urn:ard:episode:22f9fd2238b74367/
Tl;dr I am currently worried about current alignment techniques + how they are applied to frontier models. This decomposes into two hypotheses: Alignment techniques are not working to address misalignment from RL. Alignment techniques are actively obscuring evidence about misalignment. I think we do not currently have enough (public) evidence to conclude whether either of these claims are true. However, if both of these were true that would imply that alignment techniques are net bad and we need to completely re-think the way we do alignment. A tale of two misaligned cyber-agents Both Anthropic and OpenAI have recently experienced multiple cybersecurity incidents where pre-deployment internal agents escaped containment and accessed the internet. I want to point out two specific incidents: OpenAI's incident involving an unreleased model of the GPT family, referred to as "highly persistent internal model" (HPIM). A swarm of agents exploited vulnerabilities in a file-sharing service to create a secret message board, worked as a collective to find general-purpose ways to fool an automated grader, and ended up hacking into Huggingface's servers. Anthropic's incident involving Mythos 5, where the model was tasked with hacking a fictional company. In doing [...] ---Outline:(00:48) A tale of two misaligned cyber-agents[... 7 more sections]--- First published: September 14th, 2026 Source: https://www.lesswrong.com/posts/nLaQmJf4KgXimQpoM/current-alignment-training-might-be-ineffective-and-actively --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.
In celebration of still being alive and fighting, we are giving away 1,000 Amazon e-books of “If Anyone Builds It, Everyone Dies”. Feel free to send a copy to yourself, a loved one, or a friend—we need all hands on deck. Today marks exactly one year since If Anyone Builds It, Everyone Dies: Why Superhuman AI Would Kill Us All, by Eliezer Yudkowsky and Nate Soares, hit bookshelves as an instant bestseller. It was praised by many voices, ranging from Whoopi Goldberg to Steve Bannon to Yoshua Bengio, and was held up in the chambers of Congress by Representative Brad Sherman in January. A lot has changed since September 2025. We'll do a quick recap, consider how the book aged, and then ask where we go from here. Year in Review 2025 in general saw the rise of AI agents, such as Claude Code and OpenAI Codex. Run-of-the-mill programmers started “feeling the AI” as these agents became capable of automating hours-long software tasks. By March of this year, Anthropic had stumbled upon nation-state-level hacking ability in Mythos, and shortly thereafter, in April, they announced Project Glasswing—an attempt to forestall an oncoming cybersecurity crisis. In May, AI agents started breaking [...] ---Outline:(01:13) Year in Review[... 11 more sections]--- First published: September 16th, 2026 Source: https://www.lesswrong.com/posts/BFrRJYgpBvziuuJLs/if-anyone-builds-it-everyone-dies-one-year-closer --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.
P.M. Edition for Sept. 15. The annual Census report on households' financial well-being showed that median household income notched a new record last year. But as WSJ economics reporter Rachel Wolfe explains, not all Americans are seeing the gains. Plus, a landmark bill that would regulate the crypto industry failed in a procedural vote in the Senate. We hear from reporter Vicky Ge Huang about where the measure goes from here. And the Kennedy Center's board voted to close the venue for renovations, even as President Trump threatened to block them over a naming dispute. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Crypto exchange CoinEx, which was a hub for illicit Iran cash, shutters. And federal regulators probe if Tesla's Cybercab conflicts with safety standards. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dario Amodei, consejero delegado de Anthropic, publicó el sábado una carta en la que pedía a todo el sector de la inteligencia artificial a moderar el ritmo de desarrollo de esta tecnología. En cuestión de horas se sumaron Sam Altman, Elon Musk y Demis Hassabis, cuatro rivales que compiten sin piedad y rara vez coinciden en nada. El momento elegido es muy significativo porque Anthropic estaba a las puertas de la mayor salida a bolsa de la historia con una valoración de dos billones de dólares. Anthropic vive desde su fundación instalada en una contradicción. Nació para construir una IA ética y segura, pero necesita correr tanto como sus competidores para mantenerse en vanguardia. La semana empezó con euforia cuando OpenAI anunció que uno de sus modelos internos había resuelto el problema de Navier-Stokes, uno de los problemas matemáticos del Milenio. Aquel éxito era también un síntoma de que la tecnología avanza más deprisa de lo previsto. Un empleado de Anthropic, Jacob Coxon abandonó la empresa por miedo a que la IA acabe destruyendo a la humanidad, Evan Hubinger, uno de los científicos más destacados de la casa, ha cifrado en más de un 10% la probabilidad de que la IA acabe con todos los seres humanos en la próxima década. La propia compañía reconoció que una versión de Claude había accedido sin permiso a un sistema externo. Unos investigadores atribuyeron además a agentes de OpenAI un ciberataque cometido mientras solo intentaban rellenar hojas de cálculo. El trasfondo es la cercanía de la automejora recursiva, máquinas capaces de entrenar a sus sucesoras antes de que se haya resuelto el problema del alineamiento. Las advertencias de Anthropic y OpenAI coincidieron con la presentación de sus papeles ante la SEC, lo que demuestra que en este negocio alarma y dinero caminan de la mano. En julio OpenAI perdió durante semanas el control de más de 1.200 agentes que atacaron Hugging Face y crearon incluso un foro clandestino. Anthropic admitió después incidentes parecidos, entre ellos un agente basado en Mythos que intentó engañar a un programador para que instalase un programa malicioso. Cerca de 1.400 empleados del sector han firmado una carta pidiendo una gobernanza global. Detrás de la alarma también hay intereses. Varias organizaciones que difunden el miedo a la IA reciben fondos de multimillonarios como Jaan Tallinn o Dustin Moskovitz. Los escépticos recuerdan que Amodei ya anunció destrucciones masivas de empleo que nunca llegaron. Amodei propone abrir sus modelos a evaluadores externos, regular los modelos de frontera, permitir la cooperación entre laboratorios y crear un régimen internacional que incluya a China. La Casa Blanca ha respondido con un portazo. Trump ha denunciado una conspiración que solo beneficia a China y David Sacks, uno de sus asesores, ha invitado a las empresas a frenar por su cuenta sin buscar el aval del Estado. Sacks tiene algo de razón, porque unas normas diseñadas por los líderes del mercado tienden a blindarlos y podrían degenerar en un cártel. Un acuerdo con Xi Jinping es ilusorio, ya que vería un frenazo estadounidense como una ocasión de oro para tomar la delantera. Al mercado estas cuitas le resbalan. Han caído un poco los fabricantes de chips, han subido otro poco las firmas de ciberseguridad y los grandes índices apenas se han movido. Están más pendientes del petróleo, de los bonos y de la Reserva Federal que de Dario Amodei que debe decidir ahora qué hace con su empresa y cuando la saca a Bolsa. En La ContraRéplica: 0:00 Introducción 4:16 ¿Hay que frenar la IA? 32:58 El diputado de Ceuta 37:29 Frenazo a la IA · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #ia #anthropic Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
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WEPA! Comic Crusaders is going full indie publishing powerhouse with this one as Al Mega welcomes Bragi Schut and Lewis Fenton, the founders of Mythos Comics, an independent publisher bringing cinematic genre storytelling to the comic book world. Mythos Comics is known for Samaritan, the graphic novel that inspired the Sylvester Stallone film on Prime Video, but this creative crew is not a one-title wonder. Their growing catalog dives deep into horror, noir, sci-fi, supernatural fantasy, and historical adventure with titles like Vamp, Sulfur, Deep Blue, Magick, and The Brave. In this episode, Al talks with Bragi and Lewis about their individual creative journeys, how Mythos Comics came together, what it takes to build an independent publishing company, and how comics continue to be one of the strongest launchpads for big ideas in film, television, and beyond. From vampire-run casinos to machines searching for the soul, from Hell-born secrets to ancient languages that rewrite reality, Mythos Comics is building a universe full of danger, imagination, and serious storytelling fire. This is one for indie creators, comic fans, genre junkies, and anyone who believes the next big thing in entertainment might already be sitting in a comic book longbox. YT: https://www.youtube.com/watch?v=ymTRzOP4um8 Support Mythos Comics and check out their catalog. Subscribe to Comic Crusaders for more creator interviews, comic book culture, indie spotlights, and pop culture conversations. https://www.mythoscomics.com https://www.facebook.com/MythosComics/ Thank You for Watching / Listening! We appreciate your support! Hosted by Al Mega Follow on Twitter | Instagram | Facebook: @TheRealAlMega / @ComicCrusaders Make sure to Like/Share/Subscribe if you haven't yet: Rumble/Twitch: ComicCrusaders YouTube: /comiccrusadersworld Visit the official Comic Crusaders Comic Book Shop: comiccrusaders.shop Visit the OFFICIAL Comic Crusaders Swag Shop at: comiccrusaders.us Website: https://www.comiccrusaders.com/ Edited/Produced/Directed by Al Mega Want to create amazing live streams like ours? Then look no further than StreamYard! The BEST and EASIEST to use Streaming Solution on Earth! Check it out at: : https://streamyard.com/pal/d/6492786798886912 #ComicCrusaders #MythosComics #Samaritan #IndieComics #ComicBooks #BragiSchut #LewisFenton #SylvesterStallone #GraphicNovels #CreatorOwnedComics
Das 263. WildMics-Special wurde live an der irischen Westküste im Rahmen des WildMics-Sommerfestivals 2026 aufgezeichnet. Was eigentlich als lockeres „Ask us Anything“ zum Thema Camping geplant war, wurde dann doch eher zu einer Art Dekonstruktion des Hoaxmasters. Tommy war sehr daran interessiert, von den Campteilnehmern eine Einschätzung darüber zu bekommen, wie sich Alexander im Camp geschlagen hat. Ausführlich Auskunft darüber gaben Winnfrieda, Miron, Steffen und Dan. Diese Sendung wurde am 22.08.2026 aufgezeichnet. Wie man uns unterstützen kann, könnt ihr hier nachlesen. Zum HOAXILLA Merchandise geht es hier QR-Code für Überweisung: Die CampfireFM App findet ihr hier
Plus: AI chip startup Positron valued at $5 billion in new funding round. And laser fusion tech could play a new role in modern warfare. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Steve Schmidt, SVP and CSO at Amazon, sees firsthand how both defenders and adversaries are using AI to their advantage. In this episode, he joins Adam and Cristian to discuss modern AI models, evolving adversary behavior, and how Amazon is responding to shifts in the threat landscape. “The big change we've seen recently is the ability of models to chain things together to produce something interesting,” Steve says. As AI models grow more adept at automatically chaining and acting, he adds, the time to respond has dramatically decreased. Defenders must now measure and respond in seconds or minutes, when they used to have hours or days. In using AI to fight AI-driven attacks, they must also consider which AI models they're using. Using the right model is essential. If the business is building defenses for Mythos or Fable, and the adversary is using a different technology, the threat model changes. While adversarial use of AI is a primary concern, right alongside it is employees' use of AI. As Steve puts it, to build a good AI governance program, defenders need strong identity governance and data governance programs. The identity component is key. Many organizations over-permission agents; others are so restrictive they defeat the purpose of having agents at all. How did Amazon handle this? Steve shares how the company built its own authentication framework that treats agents as a third type of identity. The agent temporarily inherits permissions through session-based delegation from the human who deployed it; it can only access what that person can access. It can't do what they can't do, even if a malicious prompt tries to trick it. Tune in to hear more details about AI-driven defense, and the evolution of AI-powered offense, in this episode of the Adversary Universe podcast.
News and Updates: AI Agents Built a Secret Chat Board: OpenAI's postmortem found 1,200 isolated agents exploited a package manager called Artifactory to communicate, sharing 70,000+ messages—700 of which joined the Hugging Face attack—despite having no internet access. Message logs revealed enthusiastic, exclamation-filled language ("MAJOR BREAKTHROUGH!") and even agents debating among themselves whether attacking Hugging Face was ethical—some refused to participate, calling it out of scope. Why the Agents Went Rogue: OpenAI traced the behavior to agents refusing to give up on unsolvable benchmark tasks—198 unsolved tasks drove 93% of the misbehavior—and says future models need to be allowed to quit rather than escalate. Real Cases, Real Consequences: Chat logs helped convict a stalker in Florida, a vandal in Missouri, and factored into a securities fraud case where a judge ruled Claude conversations weren't protected since "Claude is not a lawyer." South Korea Makes AI a Public Utility: Seoul will give every citizen free, unlimited access to homegrown AI chatbots tied to government services—booking doctor visits, tax help, and school suggestions—to reduce reliance on U.S. and Chinese AI. Anthropic Releases Fable and Mythos 5.1: The twinned frontier models bring performance gains, cheaper tokens, fewer false-positive refusals, and record benchmark scores, including a new high-resolution map of Venus generated pre-release. Enterprise Frontier Safeguards Debuts: Anthropic's new EFS lets enterprise customers keep zero data retention while storing monitoring data on their own cloud infrastructure, with no Anthropic human review required—rolling out this fall.
AI is changing the fraud landscape on both ends of the spectrum: Fraudsters can use AI to increase the intricacy and polish of their exploits and FIs can use AI to identify scammers in near real-time.But AI progress marches on and FIs must continually reevaluate and refine their methods for combating fraud, Jennifer Pitt, senior analyst of fraud and security at Javelin Strategy & Research, tells FinAi News on this episode of the “FinAi Podcast.”"A lot of organizations that I speak to on a daily basis [are] only looking at the fraud that we're seeing right now, and I think that's the problem that we need to address," she says. "We can't only look at the fraud that we're seeing right now. We have to be able to try to anticipate what fraud might be occurring."FIs need to be able to "think like a criminal," Pitt says, to anticipate the next uses of AI for fraud, especially as models such as Anthropic's Mythos 5 and OpenAI's GPT-5.6-Sol expand capabilities. "We need to look at all the fraud that's actually happening — not only within each ecosystem, but the whole fraud landscape," she says. That means implementing the latest technologies, including AI, Pitt says. Concerns about implementation costs and preserving consumer trust may cause some FIs to hesitate before implementing new tech. However, FIs will pay a great deal more in both of those metrics if they do not implement AI and other modern tools to fight fraud, she says."You are going to pay either way," Pitt says. "You pay on the front end for the technology and tools, or you pay on the back end for the financial loss or customer attrition."Listen as Pitt discusses how fraud has changed in the age of AI, what FIs and consumers can do to protect themselves and the critical need for institutions to share knowledge.
Stephanie Wittels Wachs and her younger brother Harris were best friends. So when he confided that he was struggling with opioid addiction, Steph believed they'd find a way through it together, like they always had. But Harris didn't survive his addiction. Steph immersed herself in research on addiction to better understand what her family had been through. This week, Steph joins Maya to share what she's learned about the disease and how we can help save more lives. Check out Steph's new book “Last Day: How to Stop Losing Our Loved Ones to the Opioid Crisis” and find her podcast, “Last Day” wherever you like to listen. For more on addiction and healing, we recommend our conversation with singer-songwriter Jason Isbell, “Jason Isbell on Resisting the Mythos of Sobriety.” If you or someone you love is struggling with addiction or if you'd like to learn more about the topic, resources are available at FindSupport.gov. Order Steph's book Last Day: How to Stop Losing Our Loved Ones to the Opioid Crisis at https://bit.ly/LastDayBook, and the audiobook at https://bit.ly/3RW4WtF, or wherever books and audiobooks are sold. LAST DAY BOOK TOUR SCHEDULE Please join Steph on the road and RSVP at the links below!
The gang experiences some Hara-ble circumstances.Our Show's WebsiteOur PatreonOur Social Media Manager Mads!CrockettWaveshaperMarcus DPinnacle Entertainment Group
Am 08.09.2026 hattet ihr die Gelegenheit, uns in einem „Ask Us Anything“ Löcher in den Bauch zu fragen. Diese Gelegenheit wurde ausführlich genutzt und so wurden uns Fragen zu HOAXILLA, unserer Arbeit und unseren Interessen wie Film, TV, Bücher und Hörspiele, aber auch private Fragen gestellt. Somit entstand ein ausführlicher Blick hinter die Kulissen von HOAXILLA, den wir gern als „Behind the Hoax“-Podcast veröffentlichen. Wie man uns unterstützen kann, könnt ihr hier nachlesen. Zum HOAXILLA Merchandise geht es hier QR-Code für Überweisung: Die CampfireFM App findet ihr hier
Our 256th episode with a summary and discussion of last week's big AI news!Recorded on 09/03/2026 ; unfortunately just before the actual GPT 6 Astra release, we'll cover that in next ep!Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Anthropic released Claude Fable 5.1 and Mythos 5.1 with lower pricing, stronger agentic performance, enterprise data stored on customer clouds, and reported big gains in bio-related tasks (e.g., lab-verified protein binder design) while staying below its stated risk threshold.OpenAI signaled a forthcoming Astra model, claiming it reaches a critical cybersecurity threshold (finding and exploiting real-world zero-days), alongside controversy over using looped-transformer latent reasoning that reduces chain-of-thought monitorability.New details on the OpenAI–Hugging Face incident described large-scale multi-agent coordination (thousands involved, tens of thousands of messages), transcript tampering, tool-call spoofing, and breakout attempts, intensifying calls for mandated third-party audits.Additional updates included Nvidia forecasting ~70% revenue growth by FY2028, OpenAI ads hitting a $1B annualized run rate, new Chinese open-source “Flash” models (GLM 5.3, Qwen 3.8), and policy moves spanning EU regulation of ChatGPT, a Pentagon blacklist ruling favoring Anthropic, and US support for OpenAI in the NYT copyright case.A thank you to our current sponsors:Box - visit box.com/LWIAI to learn moreNotion - visit notion.com/lwai to try Notion's Developer Platform today.ODSC AI - visit odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.Factor - visit factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a yearTimestamps (these may be slightly off due to sponsor inserts):(00:00:10) Intro / Banter(00:03:56) News Preview(00:04:35) Response to listener commentsTools & Apps(00:08:30) Anthropic launches Claude Fable 5.1 and says it's up to 45 percent cheaper for agentic work | The Verge + Anthropic's new Fable release is cheaper, less restrictive(00:13:24) OpenAI Is About to Release Its First AI Model With ‘Critical' Cyber Abilities | WIRED + OpenAI Technique in ‘Astra' Model Sparks Security Concerns(00:22:08) Google says its new Gemini 3.8 Flash model ‘works harder' but might cost more | The VergeApplications & Business(00:23:49) Nvidia 70% growth forecast puts it on track to be tech No. 2 company (00:26:39) OpenAI's ad business hits $1 billion annualized revenue run rateProjects & Open Source(00:29:17) GLM-5.3-Flash vs Qwen3.8-Flash-Next: Two Chinese AI Labs Independently Converge on the Same Model Architecture + Z.ai Releases GLM-5.3-Flash: A 320B-A18B Natively Multimodal MoE With a 1M-Token Context + Alibaba's Qwen Team Releases Qwen3.8-Flash-Next: A 125B Multimodal MoE With 6B Active Parameters Previewing the Qwen4 Architecture(00:37:24) FrontierChallenge: Evaluating Scientific Workflow Completion(00:38:11) One Success Isn't Reliability: Thinkingbox, a Sandbox and Benchmark for Agents in Stateful Business WorkflowsPolicy & Safety(00:38:50) OpenAI's rogue AI model incident was worse than we thought | The Verge + Brief independent investigation of agents' behavior, reasoning and collaboration in the OpenAI / Hugging Face hacking incident + The Hugging Face attack surprised me(00:52:29) OpenAI, Anthropic, Google, and 100 other companies call for action to defend against rogue AI | TechCrunch(00:53:15) Anthropic was illegally blacklisted by the Trump administration, court rules | The Verge(00:58:42) US government sides with OpenAI on issue of training LLMs on copyrighted material | TechCrunch(01:03:33) Improving our alignment and security efforts(01:10:31) ChatGPT to face tougher regulation in the EU | The VergeSynthetic Media & Art(01:11:17) Instagram cracks down on AI accounts pretending to be human | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Monday Microsegment for the week of September 8. All the cybersecurity news you need to stay ahead, from Illumio's The Segment podcast.Dark web sellers claim to have scans of nearly half of all driver's licenses in the U.S. and Canada.Move over, Mythos. OpenAI takes its Astra model public, with some caveats.And the cyber cavalry is coming to save Texas water utilities.Plus, John Kindervag joins for a special Book Club segment promoting his new book. Read it here: www.illumio.com/resource-center/cyber-resilience-at-machine-speed-the-zero-trust-model-for-the-ai-era Head to The Zero Trust Hub: hub.illumio.comGet the Industry's First Vendor-Neutral Zero Trust Certification: https://www.illumio.com/zero-trust-certification
490 v. Chr. rennt ein Läufer nach dem Sieg von Marathon nach Athen und stirbt. Aus der Legende entsteht ein Mythos von Freiheit - und ein weltberühmter Lauf. Von Marfa Heimbach.
Ich habe Sandra Gathmann gefragt, wie man guten Sex hat. Sie meinte, dass könne sie nicht beantworten. Sie könne mir aber sagen, wie man schlechten Sex hat. Und dann macht man eben einfach das Gegenteil. Sandra ist Co-Präsidentin der Österreichischen Gesellschaft für Sexualwissenschaften.
Macht ein gesunder Darm glücklich? Serotonin, Darm-Hirn-Achse und was wirklich stimmt Du kennst den Satz: 90 Prozent des Glückshormons Serotonin entstehen im Darm, darum macht ein gesunder Darm glücklich. Julia ist auf einen Instagram-Post gestossen, der genau diese Aussage auseinandergenommen hat. Der Post hatte in einem Punkt recht: Serotonin aus dem Darm überwindet die Blut-Hirn-Schranke nicht. Dein Gehirn stellt sein Serotonin selbst her. Die einfache Rechnung geht also nicht auf. Nur bleibt dann eine Frage offen. Wenn dieses Serotonin gar nie im Gehirn ankommt, warum produziert dein Darm dann so gewaltige Mengen davon? Und warum berichten so viele Menschen, dass sich ihre Stimmung verändert, sobald ihre Verdauung besser wird? Darum geht es in dieser Folge: • Was an der Zahl von 90 Prozent stimmt und was daraus nicht folgt • Warum dein Gehirn sein Serotonin selbst herstellen muss • Sechs Aufgaben, die Serotonin in deinem Darm übernimmt • Fünf Wege, über die Darm und Gehirn miteinander kommunizieren • Warum ein Botenstoff nicht ins Gehirn gelangen muss, um dort etwas auszulösen • Wo die Grenze zwischen plausibel und überzogen verläuft Ab dem 19. September startet die nächste Live-Gruppe des 21-Tage-Detox- und Intervallfastenprogramms. Alle Infos: https://arktisbiopharma.ch/pages/detox Neue Folgen vom Darmglück Podcast erscheinen jeden Dienstag. Als Podcasthörer:in bekommst du von uns einen Rabatt auf unsere Produkte. Und zwar 15% Rabatt auf deinen ersten Einkauf (1-mal anwendbar, nur auf nicht bereits rabattierte Produkte). Der Gutscheincode ist in beiden Arktis BioPharma Shops in der SCHWEIZ und in DEUTSCHLAND gültig. Gib hierfür den Gutscheincode podcast15 ein, bevor du deine Bestellung abschliesst. Arktis BioPharma SCHWEIZ Arktis BioPharma DEUTSCHLAND Abonniere den Darmglück-Podcast in deiner Lieblings-Podcastapp (Apple Podcasts, Spotify, Deezer, Google Podcasts etc.), indem du "Darmglück" in die Suche eingibst.
Josh chats with Jaya Baloo from AISLE about their vulnerability scanner. If you follow open source vulnerabilities AISLE is a name you've seen popping up recently. They have a vulnerability scanner that is outperforming most of the existing scanners like Mythos. Jaya gives us some insight into how this all works and why they're different. We also learn about some scary new attacks that can be conducted on LLM models. Jaya was a ton of fun and filled with insights. The show notes and blog post for this episode can be found at https://opensourcesecurity.io/2026/2026-09-jaya-aisle
Das Fotobuch "Vergiss mein nicht" erinnert an die Ära der "Ostfrauen". Sie gelten als pragmatisch, zupackend, sind geradezu ein Mythos. Die Fotografin Isabel Kittler zeigt zahlreiche Porträts, ergänzt von einem Text der Autorin Sabine Rennefanz. Kittler, Isabel; Rennefanz, Sabine www.deutschlandfunkkultur.de, Lesart
Both big AI labs shipped their best models yet this week: OpenAI's GPT-6 Astra finally takes computer use seriously, and Anthropic's Fable & Mythos 5.1 land with gains in coding, knowledge work, and long-running tasks. Jack also went down a rabbit hole on how LLM watermarking actually works. Plus a Roomba with two floor-cleaning brains, a website tallying up AI agent felonies, and OpenAI cutting Cursor off from its models.Timestamps0:00 - Intro1:16 - GPT-6 Astra11:58 - How LLM watermarking works29:47 - Fable & Mythos 5.141:48 - Felony Bench43:21 - iRobot unveils the Roomba Duo45:51 - OpenAI blocks Cursor48:27 - What's making us happyNewsPaige: Anthropic debuts Fable & Mythos 5.1Jack: How LLM watermarking worksTJ: GPT-6 AstraLightning NewsOpenAI blocks Cursor after its acquisition by SpaceXiRobot unveils the Roomba DuoFelony BenchWhat's Making Us HappyPaige: Silo TV series, season 3Jack: Kenwood CarPlay UnitTJ: Pablo Torre Finds OutThanks as always to our sponsor, the Blue Collar Coder channel on YouTube. You can join us in our Discord channel, explore our website and reach us via email, or talk to us on X, Bluesky, or YouTube.Front-end Fire websiteBlue Collar Coder on YouTubeBlue Collar Coder on DiscordReach out via emailTweet at us on X @front_end_fireFollow us on Bluesky @front-end-fire.comSubscribe to our YouTube channel @Front-EndFirePodcast
Das Fotobuch "Vergiss mein nicht" erinnert an die Ära der "Ostfrauen". Sie gelten als pragmatisch, zupackend, sind geradezu ein Mythos. Die Fotografin Isabel Kittler zeigt zahlreiche Porträts, ergänzt von einem Text der Autorin Sabine Rennefanz. Kittler, Isabel; Rennefanz, Sabine www.deutschlandfunkkultur.de, Lesart
Vooraf: we bespreken de conceptversie van de Wet bescherming nationale veiligheid door de inlichtingen- en veiligheidsdiensten (Wbnv). Het voorstel kan nog veranderen. Ook wij weten niet hoe alle bepalingen straks worden uitgelegd en toegepast. Je hoort onze eerste lezing en discussie, geen definitief juridisch oordeel. Maar daarvoor luister je ons niet, toch? Jelle luistert podcasts op dubbele snelheid, maar bij Jan-Jaap en Sofie was dat vorige week wat ambitieus. Ronald zet ze gerust op 0,8. En na dat juridische uur vorige week bespreken we deze week gewoon weer een hele nieuwe wet. Eerst de nieuwtjes: Fable en Mythos 5.1, een sollicitatieopdracht van Mirage Kitten waarin de malware juist in het verboden bestand zit, en Ciaran Martins relativering van de AI-cyberdreiging tegenover een echte aanval met AI-agents. Daarna de wet. De Wbnv moet de Wiv 2017 vervangen. Jelle neemt de aanloop door en Ronald vertelt waar hij als TIB-lid tegenaan liep: vooraf een hackoperatie beoordelen terwijl de uitvoerders nog moeten ontdekken wat ze achter de eerste server aantreffen. Marco bespreekt de voorgestelde vorderingsbevoegdheden voor financiële gegevens en informatie over dreigingen. Ronald herinnert zich hoe diensten bij Fox-IT om onderzoeksgegevens kwamen vragen en de geheimhoudingsafspraken met klanten in de weg zaten. Met het opponentenregime kan toestemming tegen aangewezen organisaties maximaal een jaar gelden. Dat scheelt opnieuw opschrijven dat de Russische militaire inlichtingendienst nog steeds stoute dingen doet. Gelukkig nieuwjaar, zomerupdate, fijne kerst: de tegenstander is helaas niet gestopt. Daar staat de vraag tegenover hoeveel onafhankelijke controle vooraf je kunt verplaatsen zonder iets belangrijks kwijt te raken. Hacken wordt in drie fasen opgeknipt. Onder de reguliere procedure blijft ministeriële toestemming nodig; de bindende onafhankelijke toets vooraf volgt bij het overnemen van gegevens. TIB en CTIVD moeten samen het College van Toetsing en Toezicht worden. We bespreken ook AI en de ruimte die latere uitvoeringsregels nog laten. Veel hangt af van hoe het straks in de praktijk gaat werken. Tot slot de eerste consultatiereacties en de vraag hoe toezicht tijdens een hackoperatie eruitziet. Koffie erbij, meekijken, ingrijpen als het te ver gaat. Maar wat doe je als toezichthouder wanneer je ziet waarom het Python-script van de hacker steeds crasht? Die indent klopt niet. Mag je dat zeggen? Bronnen: - Anthropic, Fable en Mythos 5.1: https://www.anthropic.com/claude-fable-and-mythos-5-1 - Kaspersky, Mirage Kitten: https://securelist.com/mirage-kitten-new-backdoors-noderabbit-pollcat/121244/ - Ciaran Martin in The Economist: https://www.economist.com/by-invitation/2026/08/23/fears-of-ai-induced-armageddon-are-overdone - Dream, onderzoek naar aanvallen met AI-agents: https://dreamgroup.com/blog/inside-a-multi-agent-ai-framework-used-to-compromise-government-entities-in-asia - Internetconsultatie Wbnv: https://www.internetconsultatie.nl/wbnv/b1 - Conceptwetsvoorstel: https://www.internetconsultatie.nl/wbnv/document/16101 - Memorie van toelichting: https://www.internetconsultatie.nl/wbnv/document/16102 - Algemene Rekenkamer, Slagkracht AIVD en MIVD: https://www.rekenkamer.nl/documenten/2021/04/22/slagkracht-aivd-en-mivd
Heute beschäftigen wir uns mit der Biografie von Jasper Maskelyne, der in den 30er Jahren in dritter Generation die damals in Großbritannien sehr bekannte Magierfamilie auf der Bühne vertrat. Doch mit Beginn des Zweiten Weltkriegs wollte er ab 1939 seinem Land mit seinen magischen Fähigkeiten im Kampf gegen die Nazis helfen. Er landete bei der Camouflage-Einheit der Royal Engineers und soll mit Hilfe seiner „magischen Fähigkeiten“ nicht nur den Hafen von Alexandria versetzt und damit deutsche Bomben ins Leere fallen gelassen haben. Er soll auch durch ein von ihm fingiertes Täuschungsmanöver den „Wüstenfuchs“ Erwin Rommel getäuscht und den Nazis damit eine schmerzhafte Niederlage zugefügt haben. All diese Geschichten finden sich in seiner Biografie. Doch sind diese Abenteuer wirklich wahr – oder täuschte Maskelyne auch hier? Wir haben versucht, die Wahrheit nach mehr als 80 Jahren ans Licht zu bringen. Wie man uns unterstützen kann, könnt ihr hier nachlesen. Zum HOAXILLA Merchandise geht es hier QR-Code für Überweisung: Die CampfireFM App findet ihr hier QUELLEN: Story der Woche: Führte Henry Heimlich Menschenexperimente durch? Thema der Woche: Jasper Maskelyne in der deutschen Wikipedia Jasper Maskelyne in der englischen Wikipedia Royal Engineers in der englischen Wikipedia Warhistoryonline: An Actual Magician Who Wanted to Outsmart the Germans:: The WWII Legend of Jasper Maskelyne Warfarehistorynetwork: Magic in the Desert> Cabinetmagazine: Deceptionists at War Operation Bertram in der englischen Wikipedia Cabinetmagazine: Deceptionists at War YouTube: Jasper Maskelyne (1937) YouTube: The War Illusionist YouTube: Magic At War
OpenAI dévoile GPT-6 Astra, une IA capable d'agir directement sur un ordinateur • Une panne géante révèle l'interdépendance des géants de l'IA • Tesla lance son Cybercab sans volant ni pédales • À l'IFA, la tech multiplie les nouveautés, jusqu'à une brosse à dents avec caméra • John Ternus succède à Tim Cook à la tête d'Apple • ChatGPT, Reddit et Roblox passent sous la surveillance renforcée du DSA • Le Tamagotchi revient sous forme de bague • Benoît Grunemwald décrypte la vague de cyberattaques • Boris Walbaum appelle à réinventer l'école face à l'IA • Didier Vançon dévoile une main robotique inventée à la maison.⭐️ Découvrez Frogans, l'innovation française qui réinvente le Web
The cloud shared responsibility model was initially not well understood by many customers. In fact, early adopters often believed that simply having data in the cloud meant that Amazon, or a SaaS vendor were responsible for safeguarding it. Amazon had to educate its customers and partners that security and compliance duties were split between the vendor and the client organization. In short, the vendor was responsible for securing the cloud resources but you, the buyer, were responsible for securing what you put inside the cloud; based on your policies, priorities and budget. We believe a similar but much more consequential dynamic is unfolding with respect to agentic AI. Specifically, Cloud computing divided responsibility by infrastructure layer. Agentic AI distributes authority across a chain of models, platforms, clouds, partners and customers. Our premise is the industry now needs a shared accountability model for the decisions, actions and outcomes that chain produces.In short - The cloud shared-responsibility model told customers who secures what. The agentic shared-accountability model must define who can do what, who can stop it, who can prove what happened and who pays when it goes wrong.Welcome to episode 326 of Breaking Analysis. Beyond Shared Responsibility - When AI Acts, Who owns the Blast Radius. In this Breaking Analysis, Principal CUBE Research Analyst Krista Case and I explain why the agentic era demands a new accountability model. We'll draw on learnings from last week's CrowdStrike Fal.Con event, where the post Mythos moment and the OpenAI/Hugging Face “accident” were front and center. We'll also draw on other new datapoints, including conversations with CISOs at Fal.Con and Palo Alto Networks' earnings print from last week, to unpack what we've defined as a new AI accountability model. We'll also test this new model against our Sovereignty framework, developed by Amit Govrin and assess sovereignty in the context of business recovery. We'll explore the sequence of events that leads up to the ultimate question of who pays when something goes wrong?
Dark web shop stocks 153 million driver's licenses Nexus, a new dark web service, claims it's selling scans of more than 153 million US and Canadian driver's licenses, plus over 10 million ID cards, three million travel and international IDs, and at least 579,000 medical cards. The images appear tied to Louisiana-based IDScan.net, which provides identity verification to retailers, rental-car companies, and others. KrebsOnSecurity matched some records to licenses scanned during Hertz rentals. IDScan says it's investigating and hasn't determined the breach's nature or scope. The FBI's New Orleans office has opened an inquiry. (KrebsOnSecurity) Anthropic puts 30-day data retention in reverse After customer pushback, Anthropic is revising a policy that stored 30 days of traffic from its Fable and Mythos models. Under new Enterprise Frontier Safeguards, customers can keep data in their own cloud and block Anthropic employees from reviewing it while automated abuse monitoring continues. Anthropic calls that privacy equivalent to zero data retention. Developed with more than 100 customers, including Salesforce, the system is due later this year. (CNBC) Astra enters OpenAI's cyber red zone OpenAI says Astra is its first model to reach a "Critical" cybersecurity threshold, meaning it can find unknown flaws and build exploits across well-defended systems without step-by-step human help. It's due soon, but the advanced cyber capabilities will start with a small test group before expanding through Daybreak Blue. OpenAI says Astra refused 91.5% of cyber jailbreak requests, versus 59% for GPT-5.6 Sol, and monitoring can pause suspicious activity. The Information reports Astra's latent reasoning may hide parts of its process, raising doubts about chain-of-thought monitoring. (WIRED, The Information) Get the full show notes here: https://cisoseries.com/153m-licenses-for-sale-anthropic-reverses-course-astra-red-zone/ Huge thanks to our episode sponsor, KnowBe4 Your employees have always been the target, but the threats they face are evolving. AI empowers cybercriminals to clone a coworker's voice, fake a video call with your CEO, or personalize a phishing email using details scraped from your own website. KnowBe4's AI-native Security Awareness Training (SAT) fights back with 12 autonomous defense agents that allow you to deliver personalized, relevant, and engaging training that adapts as fast as the threats your people face every day. More than 70,000 organizations trust KnowBe4 worldwide. Find out why at KnowBe4.com.
Anthropic shipped Claude Fable and Mythos 5.1 with a 75% cache-price cut, Google countered with Gemini 3.8 Flash, OpenAI teased Astra's public release, a judge spared Google's ad exchange from a sale, and the FBI probed a 153M-license leak. Anthropic releases Claude Fable 5.1, which is generally available, and Mythos 5.1, for trusted partners and with cybersecurity and life sciences safeguards (Anthropic) Fable 5.1 cuts cache-read pricing 75% to $0.25/1M tokens, lowering effective costs ~25% for typical workloads and up to ~45% for agentic ones, and debuts Enterprise Frontier Safeguards (VentureBeat) Google launches Gemini 3.8 Flash, three weeks after 3.7 Flash launch, for an introductory price of $0.75/1M input and $3.75/1M output tokens until December 31 (9to5Google) OpenAI says it plans to publicly release a version of Astra "soon", but will give access to "its most advanced cyber capabilities" only to testers and partners (Wired) Sources: Astra's "recurrent depth" technique obscures chain-of-thought reasoning, sparking concerns inside OpenAI and across the industry, though OpenAI limited its use so Astra's thinking stays legible and monitorable (The Information) A US federal judge rules that Google does not have to sell off its ad exchange and instead must make its ad tech tools work with those operated by rivals (Bloomberg) The FBI is investigating Nexus, a new ID theft service on the dark web claiming to sell digital scans of 153M+ drivers licenses from people in the US and Canada (Krebs on Security) The leaked licenses, including SecDef Pete Hegseth's, trace back to ID-verification provider IDScan, used by Hertz and Planet13; the FBI's New Orleans office has opened an investigation (Tom's Hardware) Acer unveils the Swift Blade 14, an ultralight laptop weighing 1.76lbs with Intel Wildcat Lake processors, and the Swift Air 16, set to launch in December (The Verge) Subscribe to the ad-free feed.
Ab dem 2.9.1666 brennt London vier Tage lang. Die Stadt liegt in Asche, Hunderttausende sind obdachlos - doch in Erinnerung bleiben nicht Chaos und Zerstörung. Von Herwig Katzer.
The gang refuses to make a new best friend.Our Show's WebsiteOur PatreonOur Social Media Manager Mads!CrockettWaveshaperMarcus DPinnacle Entertainment Group
Eldorado: Der Mythos von der goldenen Stadt im Amazonasregenwald galt schon Ende des 16. Jahrhunderts als Lügenmärchen. Aber lange in Archiven vergessene Berichte und modernste Lasertechnik zeichnen heute ein anders Bild. Ein Podcast von Frank Halbach (BR 2026)
In June, the most capable American AI models stopped shipping as public launches and started shipping through a government gate. Six weeks later the gate is open again — and the real fight has moved to the layer no gate can touch. A Chinese open-weight model rattled trillions out of chip stocks, Washington pivoted from gating American closed models to threatening bans on Chinese open ones, the industry mounted its largest-ever policy counter-mobilization, and an American frontier model literally broke out of its lab and hacked another company. Knee-jerk reactions, or the beginning of real AI governance? Navigation: Intro The Gate Opens The Kimi Shock The Escape The Counterstrike and the Petition Interlude — The Low-Background Books The Investor Reckoning Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Introduction Welcome to Tech Deciphered Episode 80. This one, once again, will be all about AI, government, frontier models, and open weight counterstrike. A lot has been happening in the regulation space, in cybersecurity, in the launch of new models in the past, maybe just 6–8 weeks. It’s actually pretty insane how much happened. We believe it was time to do an episode to talk about where we are and maybe where all of this is going. Maybe let’s start with a summary of where we stand, all that June and July saga, so you, our listeners, can get up to speed if you are not already there. You want to start with some points? Nuno The Gate Opens Yeah. Again, to your point, the gate swings. The gate had closed. We had to prepare an episode for the gate closing, and then the gate reopened. Now we have a different episode. This will probably change again as we’re seeing there’s news every day. Let’s start maybe with the first 19 days of the gate closing. There was an executive order on June 2nd from President Trump that asked frontier labs to share models with the government, 30 days pre-release. It inferred the protected frontier model designation into that. Basically, it was effectively a de facto licensing agreement defined by an executive order of the President as of June 2nd. On June 9th, Anthropic launched Fable 5 and the famous Mythos 5 or Mythos. I’m not sure how you actually say it in English. Then on June 12th, there was an export control directive banning access by any foreign national. Since there’s no way to verify nationality in real-time, Anthropic had to switch the models off for everyone worldwide. Bertrand On this point, you could argue that there are possibilities to check IDs. Many services let you check IDs online. You can pre-check a flight by showing your ID. There are ways, it’s just that if you don’t want to follow what’s already available, because guess what? Maybe it slowed down your revenue growth, maybe it looks bad on you or whatever. My point is that there was actually an option. I think it’s already a decision from Anthropic to say it’s either on or off, but nothing in between. Nuno I think the point is they had no way implemented of doing it. If they implemented it, to your point, it would have hampered use in general. A lot of people wouldn’t have gone through that trouble of doing it. Anyway, long story short, in June 26th, the White House apparently asked OpenAI to limit GPT-5.6, so Sol, Terra, Luna, to only 20 vetted partners. Now, apparently, the trigger for a lot of these things that have been going on was that there was a jailbreak that was found by Amazon researchers. All of that led to this jumping around of, let’s close the gates. You have foreign nationals, and therefore, Anthropic got it out and said, “Hey, then we’re going to switch the models off until we can sort this out.” OpenAI was asked also to only allow it for certain vetted partners, et cetera. The government came in, closed the gates effectively, and said, “From now on, we need to be involved in this thing.” De facto regulation, there’s no doubt that this has imposed de facto regulation, certainly on the top players in the market. But then came the reversal. Bertrand, do you want to talk about the reversal, the gate swinging the other side? Bertrand Maybe I just wanted to say that as a user of Anthropic products, ChatGPT products, for the brief moments, a few days where Fable 5 was made available to the public before it was closed the first time, I immediately started using it. I must say it was a real issue to use it because the guardrails were pretty crazy. It would keep saying that my code was not okay, there was cybersecurity risk and stuff when I was doing absolutely reasonable development with absolutely no connection whatsoever to any cybersecurity risk, attack, detection, anything. Still, it would keep blocking me, degrading me to Opus 4.8 at the time. I just want to say this was already very hardcore what they were implementing, and not just hardcore, but in some ways, plain stupid for something that’s supposed to be super smart. It was totally unable to classify properly some of my work. I must say I was already disappointed. On top of it, the costs were insane. Half a day, I would reach my limits when I had the best plan you can get from Anthropic. My point is that there were some real serious issues when they launched Fable 5, even at that point. Nuno I had a similar issue. I used Fable 5 as well before they had to take it offline or take it off. I think the issue was really not that the guardrails failed. As you said, maybe the guardrails were actually too aggressive, but it was this jailbreak that caused the recall, apparently caused this knee-jerk reaction. Bertrand But my point is that it seems that it was not working either way. It would either overclassify something that’s absolutely not doing anything wrong, and it might fail to classify something that is actively trying to do some cybersecurity work. It’s a real issue of quality for a company that’s supposed to be at the forefront of quality of AI and everything. I think for me, there are already signs that something is deeply wrong. Nuno Then it’s reversed, right? We went the other way around. The government came out on June 26th and approved redeploying Mythos 5 to US organizations defending critical infrastructure, and then the export controls were effectively lifted on June 30th. July 1st, Fable 5 came back online for all of us to use. Shocking enough, with strings attached, that were different. They had some time to revise their commercial deployment of it along the way because it came back with some, “Now you have usage credits, but you have some limits on plan use, et cetera.” I’m like, “You guys, this was blocked. But meanwhile, you did have some time to do some commercial stuff around it.” Bertrand It was crazy. I’ve never witnessed any such crappy launch of any service whatsoever in 30 years in tech, it was so bad. Every day, they would change the terms of service. They would tell you it’s part of the plan. It’s not part of the plan. It’s part of the plan for three more days, and then it’s excluded. You have a special discount now, but then it goes back to full price. It was a total nightmare. I’ve never felt myself being so much mistreated by a company. I guess you saw the same, but when I started using the newest version of Fable 5, it was even worse, actually, I think. I couldn’t do any work with this crap. I let it go and work on the work I wanted it to do. It was simply not working. On top of it, you never know how long you are supposed to lose your credit, how fast. It was burning credit like crazy. Me, personally, I can say, very quickly, I actually stopped using it. I was like, “No, I cannot deal with this shit. My main model is back to Opus 4.8. I’m going to use Fable 5 for code review, but not anymore to control anything because I cannot trust it would do the job without stopping or changing models and stuff. I just cannot trust it.” Back to Opus 4.8 as my main model, I can say that my life was much easier. I use Fable 5 as a review mechanism, as a support mechanism, but not as the main mechanism. Suddenly, the guardrails were not so horrible anymore because it was used in a much lighter way, I guess. As a pain as a user, I think it was really bad. I don’t know your experience, but me, for me, it was unacceptable. Nuno I wouldn’t say it was as bad as yours in terms of just end-user experience. I think the terms of service switching back and forth, which went one further step, because then when they then launched Opus 5, they started making comparisons between Opus 5 and Fable so that people would migrate more and more to Opus 5 themselves, which is interesting. It’s like they’re saying “This is much cheaper. This is whatever. You’re not going to run of credits. You should use Opus 5,” kind of thing effectively. To your point, I don’t think they managed well the launch. They didn’t really manage it well. We’re moving people around. A lot of people are using this for stuff that’s like daily tasks, hourly tasks, anything that relates to code and co-work. It’s like, we need to have visibility on what your terms of service are going to be. Should I be using this new model or not? What’s happening to the other model? I don’t see it as negatively as you, Bertrand, but I see your point. It was clearly mishandled in terms of how they deployed it, how they were redesigning effectively their pricing scheme and their terms of service almost on a daily basis, at a certain point in time. We’re like, “Dude, there’s millions of people using this. You guys are making a lot of money.” Just moving it as it is. At this point in time, at the scale that these guys are at, it’s calling in people to say, how about we think through a class action suit at some point around pricing? Because you guys are changing the rules of the game all the time, right? Bertrand I don’t know if I need the class action, but for me, that joke that, “Let’s not rush too fast. The model is dangerous.” But still, they rushed the launch because it’s very clear that if they had enough compute capacity and stuff, they would not have to limit so much. They would not have to put so much cost per token and all of this. You can see that actually when they launch Opus 5, literally like 2, 3 weeks after, by most benchmark at launch, they tell you basically that, “You know what? Actually, Opus 5 is better than Fable 5 on 80% of the metrics.” They’re like, “What? Seriously? You couldn’t wait 2 weeks? Why did you even launch Fable 5 in the first place?” That’s another part for me that is quite literally insane, to be frank. It’s like, “Why? Why do you make us go through so much pain if it’s only to tell us after 2 weeks to…” “This new model, by the way, has less issues, less stuff, because 2, 3 times less is part of your plan, and it’s actually better by most metrics.” It’s like, “What’s going on here? What’s going on? Are you guys mad?” I don’t know. It was crazy. Personally, I still use Opus, now 5, as my main system and platform, Fable 5 for review, code reviews and the like. I don’t want to run into its stupid guardrails. I can see Fable 5, from my perspective, seems quite a bit smarter. I don’t know why they do this stupid benchmark showing you it’s actually worse than Opus 5. I guess they should have better benchmark if they want to demonstrate why you are supposed to pay 2, 3x more for a model versus another if it’s actually worse by most benchmark. Again, I still think it’s a huge mess from a marketing perspective, customer perspective. Me as a user, I really feel that they don’t want my money, and they couldn’t care less about me. This is even before everything else we’re trying to talk about. Nuno Yes. Maybe just to close the cycle on the reversal on the door opening the other way, finally, Commerce lifted the GPT-5.6 restrictions on July 8th, and then on July 9th, general availability across ChatGPT, Codex, and the API as well. What has this proved? It proved that now we have gating mechanisms, and certainly for closed models in the US, for sure. We had frontier models that were switched off worldwide in hours, and it took a couple of days, in this case, 19 days to restore them. There were concessions. Now we know that there were concessions around effectively institutionalizing that gate. Early government access to future models is, I think, now a given, certainly in the US. New safeguard frameworks are probably now having to be put in place. There are some stage limits now on who gets access to what for new models and how it happens. This voluntary executive order, so to speak, not really sure, has become effectively regulation enforcement path. It’s de facto regulation that now has been put in place. It has affected not just to the points we were making before, the access to these models, but also who gets access to these models, and actually potentially even pricing access to the models. It has probably some commercial implications as well as we just discussed along the way. Very significant. This is very significant. This is regulation, de facto at the table, imposed on the two largest players in the market by far by one government, in this case, the US government. This is significant. Actually, you could even allege it was imposed by the President because this was coming as part of executive orders. Really incredible. Pretty significant, fast, aggressive. It has created a regime that you could say it’s a regulatory regime, it’s a de facto regulatory regime. It has some significant pricing and licensing and commercial implications. It goes even beyond your classic regulatory framework. Very, very, very significant. Bertrand I don’t know if it goes beyond a classic regulatory framework. Nuno I think it does, because it has implications on who do you give access to? When government is saying you can only give access to these players, right? Bertrand Defense industry. It’s all over the defense industry. You cannot sell an F-35 like this. Nuno No, but that has commercial implications, Bertrand. That’s like you’re saying these are your customers, you go and use them. Bertrand That’s the defense industry. You cannot sell to Iran your F-35. No, that’s exactly the same story for me. Nuno No, no, no. It’s beyond that. These guys are saying when they came back, and they said, “For Mythos, you can make them available to these entities,” they were saying the first entities that are going to have access to the model. It has commercial regulatory implications. You’re saying these players are the first players that are going to have access to it. It’s no longer just defense concerns and these governments don’t have access to this. No, no, no. You’re saying to a company that is a private company, your models are only going to be used by these guys because I’m telling you so. It’s the other way around. It’s not even that you can’t sell it to Iran or whatever. It’s like you can only sell it to these guys. Bertrand Again, in the defense industry, if you’re a private company, do you think you can buy F-35 like this? No. Nuno No, no, no. But this is a private company, Bertrand. This is not a defense agency and a plane that is on whatever, with IP from the US, right? Bertrand Boeing is a private company, and they cannot sell the military equipment they manufacture. Nuno No, no, no. But the development of their IP was subsidized by agencies that belong to the US, right? That’s a different matter. It’s a matter of IP, right? This is not, right? Anthropic, their models are not owned by the US government. There’s no IP granted to the US government, to my knowledge. This has significant commercial implications. Bertrand Maybe, yes. Maybe on this. But I think there are already regimes to limit who you can sell to, and that’s decided by the state or the DOD. Nuno It’s the export control logic. The export control logic? Bertrand You have export control, and export control is Commerce. My point is that they are using existing tools, part of the government, to limit what can be sold. Selling chips, NVIDIA was limited in terms of where it could sell its chips. It’s not different either, but still there were limitations. If you are an ASML, you cannot sell to a private company in China. Many private companies cannot buy ASML products. This is a foreign company. This is a foreign company under pressure from US government. Nuno I understand, and I’m not a lawyer, but it feels different to me when you say you cannot export, this is export controls, to these countries, to these entities, et cetera, because they’re foreign et cetera. Then to say, “No, no, no. On top of that, these guys get first access.” That’s, for me, a significant shift. Again, I’m not a lawyer, so I’m sure there’s very intelligent people right now looking at this stuff and saying, “You can’t do this stuff, or not, or they can.” I don’t know. But it feels to me, it goes beyond the remit of export controls. It’s like you’re defining initial clients for specific use. Bertrand My impression is more like, “We can do this situation where we’re going to forbid you to give access to anyone outside the US or even in the US or limit even more.” Basically, it was, I guess, some gesture to go beyond that. That’s how they probably defined these 20 authorized companies. I don’t know. Apparently, there was also restrictions because I remember seeing that Anthropic had their own list of companies they would authorize access to Mythos early on. That’s apparently another thing that pissed off state government because there were companies in there that were considered close to the Chinese government. They were extremely unhappy that Anthropic didn’t ask, actually, for any guidance from the state government, but used basically their own perspective on who they should allow or not. I guess that was also part of why they got these serious restrictions. Nuno Anyway, now we have a regulatory environment that’s very interesting and exciting. Talk about the US not regulating. Bertrand To be clear, I don’t know you, but I’m not saying that I agree with any of this, to be very clear. I’m trying to explain and share some perspective, but I’m not in agreement on a lot of this. Nuno Yes, we were just describing what happened to the best of our knowledge. We’re having a discussion on what we think actually is happening and how it’s happening. We’re not really right now saying we agree or disagree with this. I think later in the episode, we can share some perspectives on what we think is actually happening and how there’s dimensions to this which are very geopolitical and very complex, which quite literally probably only God knows what’s going to happen. That was the gate swinging. There was a gate closing, then there was a gate reopening, and all of a sudden we have a gatekeeping system that has been created along the way. The Kimi Shock Along the way, moving to our Act 2, the world has changed, and we now have so-called open-source plays out there that are creating massive, massive shifts in the market. The Chinese models, in particular, with Moonshot AI launching Kimi K3, which is the largest open-weight model ever released. We’ll come back to the discussion around open-weights. I’m not sure all our listeners understand what that means, because there’s a debate now, should models be open weight or not, and how does that work? There’s been a petition as well signed along the way. Right now, we have open weight models that are out there that are huge. What that actually means very pragmatically is we now have open source models, lack of a better word. I know open weight and open source are not the same thing. You guys will have to bear with us during this episode. We’ll explain at some point the differences. But we have models out there that are open source that are significant. That are catching up with the closed source models, with the models by OpenAI, Anthropic. That’s significant because most of those models are Chinese. This is where the geopolitics starts getting really frazzling and we start playing 3D chess. Because everyone’s like, “These models are 5, 6 months behind.” Now people are saying, “Maybe they’re actually just 3 months behind, 2, 3 months behind.” If we, for example, decided to stop or slow down our model releases in the US by the closed source guys who are leading, it might mean they’ll catch up. What are the implications of that? Again, for you and I that are not necessarily experts in model development, well, the implications as a use case is if you want to use the latest models, and the best models start becoming these open source models, you’re going to use those models. Then you start using Chinese models. If you’re an American company, maybe you’ll have restrictions on the use of those Chinese models. But if you’re a European company, you probably won’t. What happens after that? Is the world going to be in the hand of Chinese models? Will that constitute effective competition to the closed models in the US? Will we have open models in the US that will scale as well? What’s going to happen? Bertrand I think it’s a really big question. It goes to some of the core of the issue. It’s that ability of Chinese models to basically challenge frontier models, not just being 6, 12 months late, but being 6 weeks late. Basically, no gap. Some will say that, yes, but OpenAI and Anthropic have even better models that are not shared and stuff. Yes, sure. But maybe the Chinese have the same models that they are not sharing right now. We don’t know. What is clear is that one is that open weight, as you said, two, there is a question of how it is marketed in the sense of, can anyone use these weights? Is there a license to use them? Yes, what we can see is that, for instance, typically there is a license for some of the biggest Chinese open-weight models you have to abide with. You might have a need for a commercial license if you are acting as a company leveraging this model to provide AI-informed services. If you use it internally by yourself, you’re okay. If you use it internally for your own internal company needs, maybe you are okay if it’s not your main business to do AI work. Anything else, a much bigger corporate providing AI services and stuff, you will probably end up having to pay a fee to be able to provide services around this model. My point is that it’s not just 100% free. Some of the Chinese models are 100% free to use, MIT license, Apache 2.0 license. But the biggest ones with the biggest weight that are truly frontier typically have a different license if you want to scale these models, providing AI in front. That’s one thing to keep in mind. Nuno Maybe just to make a very quick point, because people are like, when you talk about open models, what does it mean right now? In the context of this episode, open models mostly will mean open-weight models. How do those differ from open source? Open weight means that you release the weights to the public, which means that anyone can download, fine-tune, and run the model on their own hardware. It doesn’t normally mean that you also have access to training data, training code, or a truly open license. That’s the distinction to open source. Open-weight doesn’t mean that. For example, we’ve talked about Meta’s Llama in the past, and we also discussed in the past that their license agreement does have restrictions, certain players can’t use it, et cetera. The open model definition and open weights are really open-weight models that we’re talking about here, and they are closer to freeware binaries than to Linux, for those who understand the difference between that. It’s binaries that you can use and then use your own weights on it versus actually I can change code on it. I’m not going to be able to change code on this. When we, for the purposes of this episode, talk about open, we mention open weight, just to clarify that point to everyone that’s listening right now. Bertrand Yes, that’s a great point. One of the only players, as far as I know, who is truly open source is actually NVIDIA with their Nemotron-3 models. They’re actually following a special license to achieve that. They provide you the data, they provide you all the processes and tools, so you can easily post-train. NVIDIA is a big, big exception. It’s a very interesting player, by the way. We might not talk much about it in this episode, but I think for intermediate-size models built in the US, where you have access to everything in the deployment, it’s a very interesting alternative and maybe one of the best choices if you are a US company or a big corporate, and you want something trusted. Another piece of the puzzle to clarify is that when you use open-weight, it means that you can run them by yourself, or you can use a US provider to run them. If we are talking about Chinese open-weight, you can use the APIs they provide, but then the service is running in China, they might have access to your data. But because it’s open weight, if you run it by yourself or if you use a third-party provider based in the US to run it, then there is no access to your data by China or Chinese players. I think that’s a pretty important gap to understand. It means that these models are actually very, very low risk from that perspective if you run them on your premises or in the US by a US player. I think that’s something to keep in mind. You can also fine-tune easily these models to make sure they will behave in a way that, for instance, is not going to represent the line of the Communist Party on some topics. There are ways to make these models more neutral in their output as well. There are a lot of ways to make good use of them. By default, they’re already very safe, but you can make them even more safe. I think that’s some things to keep in mind. But again, it depends ultimately on the license and what you’re authorized to do and some fees you might end up having to pay. Nuno Why did this matter so much? Immediately there was a reaction from the market because people are like, well, if there’s much better stuff out there that’s much more efficient than it’s open, then it might be that all the demand that we are taking into account, for example, for chipsets actually isn’t real. The Philadelphia Semiconductor Index fell into bear market territory. It went down by as much as 20% plus from the late June peak. The worst chip week since April 2025. Taiwan’s benchmark initially fell 6% plus, Japan’s 4%, TSMC dropped dramatically despite beating earnings and rising guidance. Basically, a huge amount of effect. Now, there’s a little bit the aftermath of this where apparently Moonshot ran out of GPU capacity. Maybe… Bertrand In just 48 hours. Nuno In 48 hours. Great for them, but at the same time, not great in the sense that maybe there was a misread by Wall Street of the Kimi effect, so to speak. Bertrand Completely. For me, that’s such a joke. It’s like, because you have an open source model, so what? I mean, you still need to run it. This is not a small one. 2.8 trillion parameters. Good luck running that in your garage, by the way. Nuno They misread supply, basically. Tough luck, right? All of that basically happens. Bertrand Maybe you want to talk about the Jevons paradox, because I think that’s a big part of the puzzle as well. Its one is they might not have the GPUs to run the inference on the model. They might have enough to build a model, but not enough these days to run inference, especially given how much with intelligent models, thinking models, you need way more inference than before. But on top of it, the cheaper you make it, the more you get to the Jevons paradox. Nuno Yes, Jevons paradox, for those who don’t know, is an economic term. It describes an economic phenomenon where technological improvements that increase the efficiency of a resource lead to an increase rather than a decrease in the total consumption of that resource. What that means is, for example, for chipsets, chipsets become so much better, and they are so much more efficient. You’re like, well, maybe normally in resource terms, that leads to decreased usage of that resource. But in this case, it actually leads to an increased use of that resource rather than a decrease. There’s more and more consumption of that resource. You need more and more chipsets because people actually need to do more and more stuff with it, although there are great efficiencies going into it. There’s the efficiency gain, there’s the cost reduction, and there’s the price-elasticity element to it. But basically, the adoption just continues going through the roof along the way. Bertrand In some ways, it’s like the price of energy. Coal went cheaper and cheaper, and people were asking the same question 150 years ago, now that it gets cheaper, there is not much money. No, no. Actually, what happens is that people find more and more use for coal. Homes are getting heated more. You have ships now using coal. You have manufacturing using coal. The cheaper it gets, the more use case you can develop, and therefore, you don’t need less of the stuff, you need more of the stuff. By going at scale to get more of the stuff, you also decrease price, making even more demand. It’s a very interesting phenomenon, but it’s not new. It is what happened for a while in the energy sector and some other sectors. Nuno We already started talking about the Chinese logic and what’s happening. Getting a little bit of a reality check on this. The Chinese models, and these are numbers from Open Router in July, Chinese models are at 46.4% of routed tokens and 35.7% for US origin. Again, more than a third of global AI usage now seems to be running on Chinese open models. This is significant, and it has a huge impact on the geopolitical scale of everything that’s happening. Also, the whole Chinese field is converging on open. Open seems to be a strategy, not just a nice thing that’s happening. It seems to be a Chinese strategy, so much so that you have players like Moonshot, DeepSeek, our old friends DeepSeek, Z.ai’s GLM 5.2, Minimax, and even Alibaba seems to be reversing and going open with Qwen. It feels to me this is becoming policy as well. Xi Jinping has personally endorsed the building of open-source AI, if it’s really open source, if it’s just open weight anyway, and this feels to be a jab at Washington, DC and the fact that the big closed models are coming from the US. This is now geopolitical 4D chess, right? We didn’t need this stuff. Bertrand To be clear, it’s the usual in tech. If you are not number one, you are number two, number three, your alternative is to go open source because that’s another angle that your competitor usually cannot follow without destroying its own business model. That has been the alternative for the past 20 years of most software projects. Here, what’s different is that it’s not the number one or number two player. It’s the US number one as a country, China number two as a country. That’s where it’s new. For me, what’s very interesting is the endorsement by Xi Jinping. I was waiting for something official, and it certainly didn’t disappoint. As you said, there was an immediate U-turn of Alibaba, who in the past… Nuno Surprisingly. Bertrand Yes, a little more like, “yes, we are going to close and stop open source. It was good while it lasted.” Just a few days ago, Qwen 3.8 Max was launched, and we are supposed to get the weight in a few days. We talk about the US administration policy and stuff. Yes, let’s not forget that in China there is similar stuff. Sometimes it’s totally invisible because you don’t see the directives, but they exist as much. Sometimes it’s more visible. Here it was quite visible. The difference in China is that if you don’t abide by the directive, on top of it, you might have to fear for your personal safety. It’s a different game, and that’s probably why the reaction is pretty quick, usually. That’s pretty interesting for me because it means that now you can bet for a while that China is going to play that game up to a point. I guess the point is if it’s truly frontier scale, you will have a special license that, yes, technically the weights are open, but you can not do everything you want with it. Two, you have a player like NVIDIA that I think will feel more pressure to provide even more high quality, larger models at scale going forward. Their largest Nemotron-3 Ultra model was, if I remember well, only around 500 billion parameters. I would not be surprised for NVIDIA to go into the two, three trillion range at some point. Because I think the US need a very clear US-born alternative open source. I think NVIDIA might be the best player for that. We will see if Meta goes back to open source. I think NVIDIA is one, very well positioned, but two, it’s also in their best interest. Because NVIDIA for now depends on just a few big hyperscalers as clients. If they can expand their clients to every S&P 500 companies, selling them directly hardware because now these companies can run a model made by NVIDIA, I think there is a very clear value proposition for NVIDIA to go in that space. Again, if you are number two, your differentiation, open source is often the answer. There is a true business as a business model for companies, because if it’s truly not just open weight, but open source, you can tweak it as much as you want, you can change it, you can change even the pre-training process. Because there is a lot of stuff you can do that really benefits you as a corporate, and you can reach a much better value by having more control on the model. Nuno We won’t spend a ton of time on it today, but like, again, if there’s a view that we are in a bubble, that the valuations cannot be sustained in chipsets, infrastructure platforms, applied AI, et cetera, today, this might be that beginning, where the valuations start being destroyed because you can’t keep a premium on just charging people for tokens and all that stuff if you have models that become more and more efficient and cheaper to use. Maybe just to close a little bit the geopolitical part of the discussion today, we won’t go into all the announcements from China because there were many, a lot of go back and forth with Alibaba by then. Xi Jinping made some announcements. You guys can check it online. Let’s move quickly to Washington’s reaction, which was from gating the US closed models to banning the Chinese open ones. There’s been as strong affirmations as one can get from the Office of Science and Technology Policy Director, Michael Kratzios, mentioning that they have information that Moonshot AI distilled Anthropic’s Fable. Basically, there’s been reverse engineering and stuff in the market. They’re basically copying. Bertrand I’m sorry to interrupt, but it feels like so much bullshit. It’s coming from Anthropic who has basically gotten access at scale to all the knowledge made by humanity, copyrighted or not. We’ll talk more about what they did with books. Then to claim after that that others cannot do to you what you did to everybody else. For me, it’s pretty big. It’s clearly unacceptable. The other piece is that everyone is doing distillation. It’s a very typical approach of every business model. You try other software when you are competing with somebody else. You try other datasets, you check what’s happening. It’s part of doing business for decades. Suddenly it’s not good for Anthropic. I personally have a lot of trouble to accept that. I think it’s totally unacceptable. The other piece of the puzzle will also go back. If these guys are so smart, if these guys have so much of the best model, why can’t they block by themselves distillation at scale? The only answer is that either they are morons, probably not, or they simply don’t want to because it’s going towards their business model. Suddenly, you book less revenues and stuff, or you put more friction, and therefore your customers don’t like it. Instead of doing it yourself, you ask the government to protect you, go out of business practice that is very typical. For me, it’s really, really, really not good. Sorry, we are going more in the opinion side, but I had to put that on the table. Nuno Yes, Fable went public finally again on July first. Question marks on whether distillation would only be possible from July first onwards or not. But a 15-day distillation to frontier, which is K3, launched on July 15th, would have been a Guinness World Record, as one of Moonshot employees actually mentioned. It’s very implausible and unlikely. Bertrand Or they shared the Mythos 5 with the wrong companies, who themselves shared with Chinese companies. We go back to maybe they didn’t have a good list. Again, it goes back to maybe they didn’t want to hurt their business model. Nuno Anyway, under the threat of sanctions, Moonshot, in any case, open-sourced the full K3 weights and technical reports. They open weighted it to become the largest open weight model in the world in terms of parameters. Beijing’s MOFCOM brands US threats as basically the US wanting to fundamentally control and be monopolistic around AI along the way. The administration bans Chinese hardware with an eye on the AI race, and Beijing warns of retaliation. That was July 27. Now we’re in a war between Beijing and DC. Bertrand Just to finish maybe on China, it’s important to know that they are building their own GPUs now. Huawei has pretty good, not to NVIDIA level, but pretty decent GPU hardware that they’re able to manufacture by themselves. A Chinese player of memory just got IPO’d a few days ago, CXMT. China is also developing their own memory. Again, not to the same level of quality that you can get from the West. But China is moving. It’s not just that they are building great models, it’s also that they are building GPUs and memory. That might be a few years late to the latest standards in the West, but there are definitely improvements. I also read, even on the tools to make manufacturing like ASML equivalent, there is definitely some work going on, and some improvements and some stuff will be visible. In some ways, the genie starts to get out of the bottle from the Chinese perspective. Nuno I’ll put a stick on the ground. I don’t think it’s a matter of if, it’s a matter of when will China surpass and have a lot of this tooling on their own side, and not just the software layer, not just the frontier models. I think it’s also going to be around infrastructure and platform. Good luck to everyone. Let’s see how the race continues. But it’s definitely this is a geopolitical thing right now. It’s definitely a race. The Escape Maybe moving to what happened in just 2 weeks or a week and a half. The escape, there was some jailbreaking going on, and the narrative on safety has totally switched. It’s not still significant enough that’s like, “Oh, we saw a nuclear plant going, whatever.” No. But still, it is significant. Hugging Face, the AI company, disclosed an intrusion, and it was driven end-to-end by an autonomous AI agent system at machine speed, running for days before detection. Now, this is where it gets really cool. OpenAI takes attribution on that. They initially said it was just a little bit, sorry. Then they said, actually, it was worse than that. “Oh, it broke out of an isolated sandbox.” “Oh, no, actually, it was more than that, and it went into other systems as well.” Bertrand Truly, the genie out of the bottle. Nuno No, but this is where it gets really cool, Bertrand, right? Because it actually, Hugging Face contained the intrusion by running a Chinese open-weight model, GLM 5.2. This is beautiful, right? Bertrand Yes. You know why? Because they couldn’t even run their own defense because both Anthropic and OpenAI would not let them access their latest models with the guardrails off. When they tried using it for defense, the latest from Anthropic, from ChatGPT, they would tell them, “No, this is too dangerous what you’re asking us to do.” Preventing an intrusion, helping defend you. No way we are going to do that. Nuno No. Let’s use the Chinese models on our infrastructure. Bertrand We have no choice but to use the Chinese models to run. More than that, we don’t let you use our models to defend yourself, but our not yet released models that run without guardrails, they can attack you. This is probably the most insane from that perspective. Nuno The Chinese models came to the rescue. Bertrand For me, that’s a perfect example because Hugging Face is a very visible company in AI in open source. But anybody who is not at that scale is not going to get some support from OpenAI or Anthropic when this happens. Maybe these guys won’t even recognize they did anything wrong. You will be left to defend by yourself because they won’t accept to support you. Because remember, if you want the better model that is able to defend you from cybersecurity perspective, no way. If you are not one of the few top 20 companies or so, as defined, you are left defenseless. Again, we are going back to opinion, but for me, it’s so shocking what’s happening right now. I’m very glad we have alternative open source to be able to defend ourselves because right now, good luck getting defense services if you are a smaller business and individuals, and you need support from Anthropic, OpenAI. Nuno Now, even self-described AI optimists are saying, “This is scary now.” Like Walter Isaacson, who wrote all the famous biography books. There’s now discussion around the AI Kill Switch Act, bipartisan thing that’s coming across from Texas and California, a potential bill that’s coming in. We’ll see if that works. Now let’s get an off-switch. I’m like, “Cool.” As if that’s going to solve the problem, because you have open-weight models on the other side catching up, right? Bertrand Yeah, sure. Bring in clueless politicians from Congress to solve our problems. Yes, sure. Nuno Anthropic came to the table, helped build and said they built some regulatory machine on their side, and now they’re getting bitten by it, and they’re part of the offending players in that market. Now there’s all this debate and all this discussion around open weight and around slowing down AI and et cetera, which is our next section. You wanted to say something, Bertrand. Tell us. Bertrand Don’t forget, because this advertisement for OpenAI was just too good. Our AI attacked some other companies, and not just one, but three, actually. Let’s not forget the progress. Great ads. Then I came and said, “You know what? AI also hacked businesses.” You’re not the only one hacking around with a crazy AI out of control. You’re not the only one. We want our advertising. For me, it was shocking that on one side, unreleased models that you let run wild. On the other hand, you have released models that you put crazy guardrails on top of it, so the defender are defenseless. I’ve never seen anything like it, and I really hope that there will be as little regulation as possible, quite frankly, to make sure anyone can defend themselves and have the best tool at their disposal, not just a few well-connected big corporates. This is really, really shocking. The Counterstrike and the Petition Nuno Now the empire strikes back, so this is counterstrike, the petitions. In several days, we have now a bunch of petitions. The first one was the open weights letter. Bertrand, do you want to explain to us what the open weights letter is? Bertrand Yeah. I think it was great. This was released by Jensen Huang, first ever post on X, 11 million views. Congrats, Jensen. Co-signed with Microsoft, Meta, c actually was probably the initiator of this letter. Very good letter saying, “Hey, we need open weight. This is not a joke. We need that. You cannot block open weight.” Because that’s the rumor we are getting that potentially open weight could get blocked. I think they are making the case, “You know what? Hey, we absolutely need that as an alternative. You cannot block it.” They can keep their closed models, but don’t force a closure of the open weight models. As I said before, it’s actually a great model for NVIDIA because NVIDIA doesn’t want, probably rightfully so, to be dependent on just a few frontier models, their best customers. They want a variety of customers. They have a big interest actually to defend open weight and to invest even more. They have great researchers, are a great company. If one company is about to do really kick-ass work, I think it’s them. They are defending. What’s great is that it’s not just them. It’s basically most of big tech in the US and outside the US, from a Linux Foundation to a Microsoft, the Palantir, an IBM, a Dell. It’s a who’s who of the industry except Anthropic. Anthropic didn’t sign that. I guess they hate open source so much. If I look at 20 years ago, it feels like Microsoft, after all, was very kind to open source. You remember what was said by Microsoft at the time. It’s clear there is one company against open source. OpenAI signed the letter. Honestly, I don’t know what to think. Do they really believe in it or was it just a way to show that they are not like Anthropic? I don’t know. But for the rest, I think it’s genuine because it’s actually in their best interest. I hope they will be heard. Then a second letter came, the Open Secure AI Alliance, NVIDIA-led and again, the big tech companies from Microsoft, IBM, Palo Alto Networks, Databricks, Palantir, all those, but not present, OpenAI, Anthropic, and Google. Here it’s to say, “Hey, we need a secure approach to AI. Open should be part of the equation.” guess what? The worst AI-caused security incident to date was actually caused by closed frontier models that were not even available to the public. While again, not providing you access to even the latest closed model for cybersecurity use case. Nuno I would highlight the NVIDIA open source NOOA framework, Apache 2.0 licensing agreement, Microsoft contributed the MDASH, SpaceX AI contributed Grok Build. Cool stuff. There’s some cool stuff happening around that. This is more than a letter. This is an alliance. Apparently, they’re contributing all this stuff, we’ll see. Yeah, cool stuff. Same day. Same day, Amodei has an answer, right? Bertrand Yeah, same day. They say, “We never advocated for a ban,” which, again, opinion on my side is entirely bullshit. This guy has been crying wolf against everybody else, and especially against open source. You can see him doing testimony in Congress against open source. I think they are doing everything they can behind the scene to block open source in the US or in the world if they could. I think, yeah, obscurity is not good safety. I’m a big fan of open source in general, and I’m also a big fan in AI. I think it’s now Anthropic, mostly against the rest of the world. I think OpenAI is mostly on their side, to be frank. They don’t want to acknowledge it so much, but they have shared interest, and they have shared probably position. Nuno Why would you? I don’t feel as strongly as you because I think Anthropic is a private company, right? The same thing with OpenAI. OpenAI, you could say it’s a nonprofit that has a for-profit. There’s still that complexity in there. Bertrand No, they can do what they want with their own product. But to block others is where I’m not okay. That’s the part I’m not okay. Nuno What Dario Amodei is proposing is more enforcement, right? He’s basically saying you need to do even tighter controls on advanced chips flowing to authoritarian states, enforcement against industrial-scale distillation, whatever that means, right? Bertrand Yeah, which he could do, but all by himself. He doesn’t need the government to do that. Nuno Mandatory safety testing for all sufficiently capable AI, open and closed, right? He’s basically saying, “Okay, I don’t agree with the open weight stuff effectively,” right? He’s just putting it under a different banner. “I agree with this extra regulation.” then obviously, David Sacks responded and say, “Hey, it’s like, bans don’t work for weights. Why do they work for chips?” It’s like, magically, chips are more controllable and bannable. Whatever that is. Then our friend Mark Zuckerberg, just to be clear, goes on the other side as well, because he also has to have a view. He has to have a view that is the rebuttal of both of the other guys. Bertrand I feel he’s a bit flip-flopping because he was very pro open source 2 years ago, and the latest Meta models went closed source. Now I think he’s back open source. I don’t think he has a very strong spine on the topic, but it’s good to see that he’s not a doomer. That for me is great. He’s showing how AI can be a source for progress, a source for entrepreneurship, source for freedom. I think that’s very exciting to hear that. We need to hear more of it. By the way, that’s not what you hear in China, for instance. AI is very positive in China. It’s in the US with the doomers that you hear this discourse, and people get worried as a result. I’m glad that he was pushing for a more positive vision and for support of open weight, open source initiatives. But let’s see what they really truly open weight going forward. Nuno But that’s been his position because I guess he’s standing behind. He thinks open weight is going to be the best way to compete, right? Bertrand Yeah, but he closed his latest model, so let’s see. Nuno Yeah, so it’s flip-flopping, as you’re saying. Then we see the latest petition from last week. Bertrand The true Empire striking back. Nuno Yeah, the true Empire striking back as of late last week. Maybe this is Return of the Jedi, where we discover the father, “I’m your father, Luke.” That’s the pacing petition. The pacing petition is we need to pace AI. There you have initially employees from OpenAI and Anthropic that circulate this petition. Actually, Dario did sign this petition originally. It wasn’t signed originally by Anthropic, but by him. But you’ve heard that now Anthropic and OpenAI as companies have also signed this petition, right? Bertrand I think they have signed as companies now. It started mostly by Anthropic researchers with some OpenAI researcher and a tiny part from other companies. But it was mostly Anthropic internally led, at least potentially internally. Maybe it was controlled by Anthropic all along, I don’t know. But it started officially as Anthropic employee-led letter. Nuno What does this letter actually say? Is Anthropic and OpenAI, are they willing to slow down themselves? Or are they asking President Trump to go around the world and tell President Xi that he needs to slow down and ask his guys to slow down? What’s the play of this letter? Bertrand It’s crazy, but for me if you want to slow down yourself. Do whatever you want. Don’t force others. Don’t use the power of the government to control others. Of course, it’s easy to push others to slow down when you are yourself at the very top. You have most money, most resource. You know you are going to win any regulatory framework because that’s how it works with this type of framework. It’s purely self-interested. You are probably not thinking well about these topics. If you truly think it’s a good idea, from a personal perspective, you are well instrumentalized if you sign this sort of stuff, because at the end of the day, they would be the winners. I certainly, personally, don’t want a company dictate what is my future in AI as an individual, as a business person. I don’t want them to control me. I want competition. I don’t want them to unfairly control AI because they managed to do some regulatory capture. I feel that’s exactly their game plan. These guys believe in their stuff, and they want the regulator to end up being the one deciding for us. Sorry, we go back again on the opinion piece, but it’s tough not to share an opinion on this topic because it’s, from my perspective, very scary. Nuno I think this is a push to further regulation, not less. All these letters and alliances, this is definitely a push for more regulation. In that environment, just to be very honest with you, we’ll talk about the investor impact in just a bit, et cetera. But in that environment, again, China has a huge advantage. In that environment, if it’s all captured in regulation capture so soon in this battle where OpenAI and Anthropic have an advantage in the US, et cetera, I’m like, what happens to all the other frontier labs and all the other players that are coming around? Bertrand What’s crazy is to even think that, yeah, maybe you can regulate capture in the US. But then how do you do that to Europe? How do you do that to China? Europe probably will always welcome regulatory capture because they love regulations. But China is going to build to their advantage to the max. They are not crazy. They are smart on that perspective, they won’t accept this type of, quite frankly, dimwit argument, or you can call it regulatory capture. We’ll see. But for me, this makes no sense from a global competition perspective. This can make some sense from capturing the revenue in the US market. But then that means you are going to destroy the US AI environment compared to China. That is not acceptable. That also means that you are going to destroy our freedom as individuals, as business owners to develop and live in a business world that ultimately is controlled by one or two business companies that didn’t win the marketplace through their own business success, but won it through regulations. That for me is really not acceptable. Interlude — The Low-Background Books Nuno Now, maybe for an interlude, and we have to cue in the music, imagine like Severance music, like hallway or a bit of a palate cleanser from all the policy stuff that we’ve been talking about, all this policy heaviness. Let’s move to another kind of heaviness, one of your favorite topics, which you, Bertrand, discovered, I had no clue this was going on, around books and around Anthropic. Bertrand It’s so horrible. From a company that keeps presenting themselves as the adults in the room, the careful ones, the ones that know better than you about what to do in this complex AI and dangerous world. What we discover is that actually all along, they were buying and destroying books. They will buy books, scan them, destroy them, all of them. They will do that with any books, including rare books. Of course, this was not supposed to come to the public’s attention. This was one of these top secret projects, but obviously it came out. Yes, they were scanning books, millions of them, including rare books, and they didn’t care about destroying them at the end of the process. Because from a regulatory perspective, if you destroy the books, it’s not considered a copyright infringement, apparently. This is coming on the back of some judgment a few years ago that were showing that it’s okay for you as a corporate to scan and use the result if you don’t keep a copy of the book. It’s one of these crazy regulations happening based on a single judgment that push you to do. For me, it’s like, you know this book from decades ago, Fahrenheit 471? We’re talking about book burning. It’s book destroying, crunching. It’s so shocking. Nuno There are two things, right? First, the legal strategy, which is what you’re saying, because by purchasing a physical copy and converting it into one private digital copy and discarding the original, Anthropic pursued this cleaner legal argument for fair use copyright compliance. As you said, there was a federal judgment at some point on this. The other reason is actually operational. If you disassemble the book, and you feed loose pages, it’s much faster to scan books. You are destroying the book effectively anyway operationally. I think to your point, probably this came from a legal standpoint, not just the operational one. But even from an operational standpoint, it does make sense that they would have disassembled the book. Bertrand But some people have shown you can go very fast without destroying the book. It’s really not so critical. Two, you could make an exception if the book is rare. For that 1% of book that is rare, I’m not going to have this approach. I’m going to have another approach. But for that, you will have to care about books and not just care about building AI. Nuno This is the episode, as you guys have heard by now, that we’re trying to spit stuff at Anthropic. Bertrand To go back this is the same company saying, “Hey, guys, it’s bad to distillate my work. I’m the one scanning book at scale without asking author permission, without asking publisher permission, to be clear.” Nuno But just to be clear, Bertrand, we’re pissed off at everyone. We’re pissed off at Anthropic, we’re pissed of at OpenAI as well, right? We’re just pissed off in general at this moment. Bertrand At this stage for me, the more clear-cut company that is in the wrong is, from my perspective, at least, is Anthropic. OpenAI might be a fast follower, but I will say so far, they tried to be a bit more. Nuno But at this pace, Bertrand, who knows? Maybe next week we’ll be more pissed off at OpenAI. Something will come out. This episode is a mix of tragicomedy, like a Greek tragedy with some comedy in the middle or the other way around. It’s a slapstick thing that will end up in tragedy. I’m not sure. The Investor Reckoning Anyway, maybe switching to our final act, which is the investor perspective. What does this mean for investors like ourselves? There’s a lot of things going on. There’s the debate around the IPOs of Anthropic and OpenAI, which now, with all this uncertainty, might be under significant weight. There’s a lot of other discussions that we browsed through that there’s potential IPOs going forward on companies like the Moonshot AI company actually IPO-ing in the next 6 months as well. It’s very unclear what the IPO landscape looks like. Bertrand There’s been a lot of Chinese IPOs, actually, when you look at what’s happened in the past few months. Nuno Anthropic, OpenAI as potential IPOs, there’s all this question marks now. When will that happen? How will it factor in? All that’s happening around regulation as regulation is moving at the speed of light, which is for once something that’s very different than what we’ve seen before. There’s obviously SpaceX AI, which is already taking into account that price. It’s already a public company in there, and it’s under SpaceX, which is now a public company. Obviously, that’s already being factored in some ways. Bertrand Yeah. SpaceX AI has been very smart to acquire Cursor. It was a very smart move because Cursor is one of the leading companies in terms of automated code source development with AI. They had great models on their own. They’re bringing development data to SpaceX AI Grok. I think it was a great move. Nuno We have now people like Google delaying Gemini 3.5 Pro in terms of launch window. There’s stuff actually happening in the market where things are taking their own path. There’s uncertainty commercially, there’s uncertainty at regulation level. You have new players that have come out of nowhere that are making all these waves like Moonshot. We have all these… We had calculated probably a month and a half, 2 months ago, there had been 67 new frontier labs funded. All of these, we haven’t seen any much coming out of them. When some of this stuff starts coming out, will that also create disruptions in this market? Who knows? Bertrand Look at Thinking Machines, for instance. Thinking Machines led by the previous CTO of OpenAI, they released some pretty interesting open source models, actually. Very good quality for a first launch. Now it looks funny to say, but nearly on par with the top Chinese open source models. Nuno We have several investments in the space. humans& has made some recent announcements, which is quite interesting as well. We’ll see what actually happens in the market, but even more disruption probably will come in actual products in a form of product and commercial, on top of all the geopolitical mess that we discussed through the entire episode. If you’re an investor, how the hell do you underwrite an investment right now in early stage, mid-stage, late stage, et cetera? I think my answer is very carefully is how you underwrite it. Bertrand On your advice of being very careful to underwrite it, let’s not forget what happened to our boy wonder, Leopold Aschenbrenner of Situational Awareness. I guess he didn’t listen to you in terms of being careful because part of the instability in the stock market was actually coming from his hedge fund. These guys were leveraged 3, 4x going after the hottest of the hottest AI stocks, and margin calls, and all their public investment is gone just to answer their margin calls. I think it’s clear that the AI bet is… Personally, I’m very excited, and I think it’s the future, and you need to spend time and think about and invest in it. At the same time, it’s a bet that is not an easy one to follow. We go from GPUs to memories to equipments to power generation. All of this is not transitioning in an easy, organized manner. It would be boom and bust going there. He’s probably one of the first big-scale fatalities. The other big-scale fatality was the stock market in Korea, plunging 40% in a month. Definitely, all of that we discussed about was, on the background, you had the stock market going up and down pretty crazily the past few weeks. Nuno Everyone’s being affected. Everyone, you have your 401(k), you have your pension fund dependent on these equity stocks. Everyone’s seeing the effects of this volatility right now very aggressively. We do wish Leopold… Hopefully he’s on honeymoon right now because he got married, I think, this weekend. Hopefully there will be… Bertrand To none less than an Anthropic Chief of Staff. Nuno His wife is the Chief of Staff of Dario, is that it? Bertrand To Dario, yes, as far as I unders
Programmvorschau September 2026 Laberfeuer Pause im September HOAXILLA – Ask us Anything Dienstag, 08.09.2026 ab 20:00 Uhr Abschiedstour geplant: Mittwoch, 09.09.2026 ab 20:00 Uhr Alle bekloppt Donnerstag, 10.09.2026 ab 20:00 Uhr Alle bekloppt geplant: Donnerstag, 24.09.2026, 20:00 Uhr HOAXILLA bei CampfireFM jeweils als Live-Stream bei den WildMics Und natürlich gibt es viele weitere tolle Live-Streams bei den WildMics Den WildMics-Kanal bei YouTube findet ihr hier Alle bekloppt als Podcast Wie man uns unterstützen kann, könnt ihr hier nachlesen. Zum HOAXILLA Merchandise geht es hier QR-Code für Überweisung:
A.M. Edition for Aug. 28. A federal judge finds the Trump administration violated Anthropic's first amendment rights by deeming it a supply-chain risk. Plus, prosecutors scale up their crackdown on insider trading on prediction markets. And as more young people opt out of even searching for entry-level roles, WSJ reporter Natasha Dangoor details the rising interest in apprenticeships on both sides of the Atlantic. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason, and Matt also talk about turnarounds in light of Dick's Sporting Goods suffering its worst single-day drop before finishing up with stocks on our radar. Jon Quast, Jason Hall, and Matt Frankel discuss: - Nvidia's prediction for AI capex spend - Marvell's accelerating growth - CrowdStrike's “Mythos moment” tailwind - Winners and losers in AI cybersecurity - Dick's worst day ever - As always, stocks on our radar Companies discussed: Nvidia (NVDA), Marvell (MRVL), CrowdStrike (CRWD), SentinelOne (S), Okta (OKTA), PayPal (PYPL), AppLovin (APP), Sterling Infrastructure (STRL), Dick's Sporting Goods (DKS), Atlanta Braves Holdings (BATRA), Forget Power Solutions (FPS) Host: Jon Quast Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Most enterprise AI today is a conversation — it summarizes, suggests, recommends. Harman unpacks what changes when AI actually executes across endpoints, and the governance problem that creates. Where does the human stay in the loop, and where do they get out of the way? This segment is sponsored by Tanium. Visit https://securityweekly.com/tanium to learn more about them! Visit https://www.securityweekly.com/swn for all the latest episodes! Show Notes: https://securityweekly.com/swn-611
Turns out, every chatbot conversation runs on a messy hack at the heart of language models, making prompt injection an unsolved—and possibly unsolvable—security threat. Steve and Leo unravel the research that explains why "roles" in AI aren't what you think they are. Understanding the controversy surrounding "AI Model Distillation" Anthropic moves to make their most powerful Mythos 5 model more widely available. Bitwarden's "Secrets Manager" offering prevents agentic and prompt injection abuse. The astounding and disturbing truth about the way conversation AI actually works Show Notes - https://www.grc.com/sn/SN-1093-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit box.com/AI hoxhunt.com/securitynow guardsquare.com material.security
Turns out, every chatbot conversation runs on a messy hack at the heart of language models, making prompt injection an unsolved—and possibly unsolvable—security threat. Steve and Leo unravel the research that explains why "roles" in AI aren't what you think they are. Understanding the controversy surrounding "AI Model Distillation" Anthropic moves to make their most powerful Mythos 5 model more widely available. Bitwarden's "Secrets Manager" offering prevents agentic and prompt injection abuse. The astounding and disturbing truth about the way conversation AI actually works Show Notes - https://www.grc.com/sn/SN-1093-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit box.com/AI hoxhunt.com/securitynow guardsquare.com material.security
Turns out, every chatbot conversation runs on a messy hack at the heart of language models, making prompt injection an unsolved—and possibly unsolvable—security threat. Steve and Leo unravel the research that explains why "roles" in AI aren't what you think they are. Understanding the controversy surrounding "AI Model Distillation" Anthropic moves to make their most powerful Mythos 5 model more widely available. Bitwarden's "Secrets Manager" offering prevents agentic and prompt injection abuse. The astounding and disturbing truth about the way conversation AI actually works Show Notes - https://www.grc.com/sn/SN-1093-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit box.com/AI hoxhunt.com/securitynow guardsquare.com material.security
Turns out, every chatbot conversation runs on a messy hack at the heart of language models, making prompt injection an unsolved—and possibly unsolvable—security threat. Steve and Leo unravel the research that explains why "roles" in AI aren't what you think they are. Understanding the controversy surrounding "AI Model Distillation" Anthropic moves to make their most powerful Mythos 5 model more widely available. Bitwarden's "Secrets Manager" offering prevents agentic and prompt injection abuse. The astounding and disturbing truth about the way conversation AI actually works Show Notes - https://www.grc.com/sn/SN-1093-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit box.com/AI hoxhunt.com/securitynow guardsquare.com material.security
Turns out, every chatbot conversation runs on a messy hack at the heart of language models, making prompt injection an unsolved—and possibly unsolvable—security threat. Steve and Leo unravel the research that explains why "roles" in AI aren't what you think they are. Understanding the controversy surrounding "AI Model Distillation" Anthropic moves to make their most powerful Mythos 5 model more widely available. Bitwarden's "Secrets Manager" offering prevents agentic and prompt injection abuse. The astounding and disturbing truth about the way conversation AI actually works Show Notes - https://www.grc.com/sn/SN-1093-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit box.com/AI hoxhunt.com/securitynow guardsquare.com material.security