@wkeything

Most prompt-injection defense still assumes the problem is in the text. For agents, the real signal is often in behavior. Now we have proof that behavioral drift in the agentic tool-call pipeline is measurable. New piece: shroudaiagent.substack.com/p/the-first-re…

@MillieMarconnni how do you fact check the results?

Grok can now research like a Wall Street analyst. But most people don't know how. Here are 10 prompts that turn earnings calls, SEC filings, news, and market data into investment briefs:

@pluto_security great idea to cover this for @AnthropicAI

ClaudeSec is officially LIVE! Meet the new security-first hub for the Claude ecosystem, powered by @pluto_security. ❓Always yearned for a unified search of all existing extensions? ❓Ever wondered what ones are flagged as high-risk? ❓Dreaming of knowing how to deploy safely with Claude? All of this (and more) is now waiting for you on our new planet. Give it a go and let us know in the comments what you thought! Link in the first comment.

this is complete horse sh*t. Here's a quote from TSMC's Q4 2025 earnings call tanscript That's a long question. We built a fab in Arizona, and we worked hard, so today, everything, even the yield or defect density is almost equal to Taiwan. And due to the strong demand, as I just answered from the AI, stronger, that's a mega trend, all my customers in the AI customer you see in the US.

TSMC's April revenue a red flag? TSMC's April revenue number deserves a closer look. From the press release: "revenue for April 2026 was approximately NT$410.73 billion, a decrease of 1.1 percent from March 2026 and an increase of 17.5 percent from April 2025" April 2025: revenue up 22.4% MoM April 2024: revenue up 21% MoM Then there's the YoY comparisons April 2025: revenue up 48% YoY April 2024: revenue up 58.7% YoY hmmm. definitely a break in the pattern here. Then I just read this post from @jukan05

SiGe capacity at the Vermont fab is “oversubscribed through well into 2027.” Breen said that GF is designed into three of the top four pluggable transceiver companies. Silicon photonics revenue is on track to roughly double in 2026!

Non-IFRS gross margin hit 29.0%, a record for a first quarter, beating guidance by around 200 basis points and topping the prior-year period by 510 basis points

GlobalFoundries reported Q126 revenue of $1.634 billion, up 3% YoY, but down 11% sequentially, which is the normal seasonal pattern for the business

TSMC April 2026 Revenue Report HSINCHU, Taiwan, R.O.C. – May 8, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for April 2026: On a consolidated basis, revenue for April 2026 was approximately NT$410.73 billion, a decrease of 1.1 percent from March 2026 and an increase of 17.5 percent from April 2025. Revenue for January through April 2026 totaled NT$1,544.83 billion, an increase of 29.9 percent compared to the same period in 2025.

SiGe capacity is oversubscribed through well into 2027. GF is designed into three of the top four pluggable transceiver companies. Silicon photonics revenue is on track to roughly double in 2026. skr.ma/tAYqB

I wonder if 3D-Xpoint, or some variant thereof, is going to make a comeback?

Cerebras is offering 28 million Class A shares at $115-$125 per share, implying gross proceeds of $3.22-$3.50 billion before underwriting discounts.

Almost eight years ago, I wrote the following at the conclusion of an article about AMD's then-forthcoming Rome server processor: "AMD's architecture and roadmaps for both server CPU and GPUs have never looked better. While we don't yet have access to independent benchmarks for either the Rome server CPU or the MI60 data center GPU platform, the initial benchmarks from AMD look very promising indeed. TSMC's 7nm process would appear to be delivering considerable advances in terms of transistor density and overall performance, benefiting both Rome and the MI60 platforms in equal measure. AMD's choice of a chiplet plus un-core architecture for its second generation server processor represents a significant departure from the traditional, monolithic die approach popularised by Intel, and is an approach which we feel will be highly successful. This combination of process and architectural advantages sets the stage for AMD to achieve their goals of 5% data center market share by EOY 2018 and double digits by EOY 2019. In fact, we think that AMD can go much further and we anticipate AMD achieving a 25% data center market share by EOY 2020."

During the November 2025 Financial Analyst Day, Lisa Su pegged server CPU TAM at $60 billion by 2030. Now it has jumped to $120 billion by 2030. That’s insane. skr.ma/fR5nM

AMD Q1 2026 Summary Slide

AMD reported Q126 revenue of $10.253 billion, up 38% year-over-year, with non-GAAP EPS of $1.37, up 43% year-over-year

During the November 2025 Financial Analyst Day, Lisa Su pegged server CPU TAM at $60 billion by 2030. Now it has jumped to $120 billion by 2030. That’s insane.

A key example is our expanded strategic partnership with Meta to deploy up to six gigawatts of AMD Instinct GPUs spanning several product generations. Our agreement includes a custom GPU accelerator based on our MI450 architecture, co-designed to support Meta's next generation AI workloads. Shipments are on track to begin in the second half of the year, leveraging our Helios Rack Scale architecture, which integrates Instinct GPUs with EPYC Venice CPUs to deliver fully optimized high-performance AI infrastructure With this expanded visibility, we have strong and increasing confidence in our ability to deliver tens of billions of dollars in annual data center AI revenue in 2027 and to exceed our long-term growth target of greater than 80% in the coming years. I look forward to sharing more on our next-generation Instinct GPUs, EPYC processors, Helios RackScale platform, and our growing customer engagements at our Advancing AI event in July.

Now turning to our data center AI business, revenue grew by a significant double-digit percentage year-over-year as adoption of Instinct accelerates across cloud, enterprise, sovereign, and supercomputing customers. We're seeing strong momentum as customers move from pilots to large-scale production deployments, particularly in inference, where our leadership memory capacity and bandwidth are key advantages. This momentum is driving deeper long-term customer engagements including large-scale multi-generation deployments