AI-assisted researchers uncovered a long-standing PHP vulnerability amid a wave of infrastructure security failures, raising questions about whether AI will ultimately favour attackers or defenders. The newsletter urges better-maintained infrastructure and questions Anthropic’s optimism about formal verification at scale. source
Leaked figures ahead of Anthropic’s expected IPO reportedly show operating break-even before a large accounting charge and stock-based compensation. Profitable inference and slower revenue growth offer limited guidance to future economics while pricing reflects scarce capacity and training consumes cash. source
Kimi’s latest open model joins the frontier, challenging the idea that leading AI labs have durable barriers to entry or winner-takes-all advantages. China’s draft technology export rules could nevertheless restrict exports of open-weight models. source
Meta reports early adoption and shopping activity for Muse, but says scaling requires at least a tenfold fall in compute costs. High marginal costs force consumer agents into paid, usage-limited plans, even as AI already improves advertising monetisation. source
Anthropic introduced Duet as its entry into consumer agents, emphasising passive observation rather than an animated character. The newsletter sees that approach as a particularly interesting opportunity for the category. source
Amazon is resisting consumer shopping agents while Walmart embraces their distribution, despite limited adoption; Anthropic also expanded its European route to market through HG Capital. The newsletter additionally reports a WarHound venture to develop genetically enhanced military dogs potentially equipped with Anduril technology. source
Safari is moving to block domains used for cross-site advertising profiles based on identifiers such as email addresses and phone numbers. The newsletter questions Apple’s unilateral power to set these rules while its own advertising business benefits. source
Starlink reportedly imposed and then reversed speed-related restrictions affecting Ukrainian drones, apparently following decisions by Musk and intervention from Trump. The newsletter questions private control over government capabilities and argues such dependencies could accelerate autonomous systems. source