CyberThreatIntel🇺🇸🦅

Over the past month, we have identified a number of large accounts that have been programmatically reuploading content from smaller accounts to game the revenue share program and circumvent crediting the original author. We are now identifying these posts and allocating the impressions entirely to the creator. If you have insightful commentary about a post, we recommend using the Share Video or Quote feature to ensure your posts are properly attributed.

Last month we launched Project Glasswing, our collaborative AI cybersecurity initiative. Since then, we and our partners have found more than ten thousand high- or critical-severity vulnerabilities in essential software.

JUST IN: IRAN AIRSPACE COMPLETELY EMPTY!! As per CBS, the US is prepping for possible strikes on Iran. 📹FlightRadar24

Over the past month, we have identified a number of large accounts that have been programmatically reuploading content from smaller accounts to game the revenue share program and circumvent crediting the original author. We are now identifying these posts and allocating the impressions entirely to the creator. If you have insightful commentary about a post, we recommend using the Share Video or Quote feature to ensure your posts are properly attributed.

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

2/ Our current assessment is that the activity involved exfiltration of GitHub-internal repositories only. The attacker’s current claims of ~3,800 repositories are directionally consistent with our investigation so far.

Bezos on CNBC: "You could double the taxes I pay, and it's not gonna help that teacher in Queens. I promise you."