Ed Sim

This morning we have - Claude code source exposed - Mercor hacked - Railway security snafu - Axios vuln What am I missing?

AI Is Not Killing Cybersecurity. It’s Expanding It Exponentially. AI will make defenders better. But the asymmetry remains. Defense is still much harder than offense. Article below 👇🏻

AI is not killing the cybersecurity industry, but expanding it exponentially- it’s the gift that keeps on giving

Introducing Critique, a new multi-model deep research system in M365 Copilot. You can use multiple models together to generate optimal responses and reports.

Three weeks ago there were rumors that one of the labs had completed its largest ever successful training run, and that the model that emerged from it performed far above both internal expectations and what people assumed the scaling laws would predict. At the time these were only rumors, and no lab was attached to them. But in light of what we now know about Mythos, they look more credible, and the lab was probably Anthropic. Around the same time there were also rumors that one of the frontier labs had made an architectural breakthrough. If you are in enough group chats, you hear claims like this constantly, and most turn out to be nothing. But if Anthropic found that training above a certain scale, or in a certain way at that scale, produces capabilities that sit far above the prior trendline, then that is an architectural breakthrough. I think the leaked blog post was real, but still a draft. Mythos and Capybara were both candidate names for the new tier, though Mythos may now have enough mindshare that they end up keeping it. The specific rumor in early March was that the run produced a model roughly twice as performant as expected. That remains unconfirmed. What is confirmed is that Anthropic told Fortune the new model is a 'step change,' a sudden 2x would certainly fit the definition. We will find out in April how much of this is true. My own view is that the broad shape of this is correct even if some of the numbers are wrong. And if it is substantially accurate, then it also casts OpenAI's recent restructuring in a new light. If very large training runs are about to become essential to staying in the game, then a lot of their recent decisions, like dropping Sora, make even more sense strategically. For the public, this would mean the best models in the world are about to become much more expensive to serve, and therefore much more expensive to use. That will put pressure on rate limits, pricing, and subscription plans that are already subsidized to some unknown degree. Instead of becoming too cheap to meter, frontier intelligence may be about to become too expensive for most of humanity to afford. Second-order effects; compute, memory, and energy are about to become much more important than they already are. In the blog they describe the new model as not just an improvement, but having 'dramatically higher scores' than Opus 4.6 in coding and reasoning, and as being 'far ahead' of any other current models. If this is the new reality, then scale is about to become king in a whole new way. It would also mean, as usual, that Jensen wins again.

If this is true, enterprises are going to look at that Anthropic bill and start getting their open source models ready. Frontier intelligence too expensive to meter is the best thing that ever happened to open-weight models. The constellation of models isn't optional anymore. It's economic survival More models, more scaffolding needed, more startups needed to deliver around it

🚨‼️ BREAKING: Databricks allegedly compromised in a TeamPCP supply chain attack. Databricks is the leading cloud-based data analytics platform: used by organizations worldwide to manage massive datasets. We notified them last week. They scaled up to investigate. We haven't heard back since.

‼️ S&P Global, responsible for the S&P 500, was compromised by TeamPCP during recent supply chain attacks (Trivy / LiteLLM). We’ve known spglobal[.]com was on their list for some time now and didn’t get any reply from their press contact.