


Ejaaz
4.9K posts

@cryptopunk7213
searching for patterns | AI @limitlessFT | Prev. @coinbase @consensys




❗️🚨 BREAKING: Researchers used Mythos Preview to find the first public macOS kernel memory corruption exploit on Apple's M5 silicon, they give a glimpse into Mythos say it’s really powerful. Apple spent five years and an estimated several billion dollars building Memory Integrity Enforcement (MIE), the hardware-assisted memory safety system built around ARM's MTE. It was the flagship security feature of the M5 and A19, designed specifically to kill the entire memory corruption bug class. Researchers from Calif built a working exploit in five days. According to Apple's own research, MIE disrupts every public exploit chain against modern iOS, including the recently leaked Coruna and Darksword kits. Calif walked into Apple Park this week and handed over the report in person. Full 55-page technical report drops after Apple patches the vulnerability.

Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal. We discuss: - The cone of uncertainty - How he allocates compute across Trainium, TPUs, and GPUs - What investors misunderstand about model companies - Why the returns to frontier intelligence keep rising - Platform vs application and where Anthropic builds its own products - How Anthropic uses Claude internally I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before. Enjoy! Timestamps: 0:00 Intro 2:38 The Compute Canvas 6:51 The "Cone of Uncertainty" 11:58 Why the Returns to Frontier Intelligence Are So High 16:45 Recursive Self-Improvement 20:20 Scaling Laws 23:30 Sourcing $100 Billion in Compute 28:05 Platform vs. Application Strategy 32:52 Pricing Dynamics 38:48 How Anthropic’s Finance Team Uses Claude 43:24 Raising Capital & Overcoming Investor Skepticism 52:32 Public Perception, Risks, and Government Regulation 57:25 Mythos Release 1:12:33 What Could Derail the AI Revolution? 1:13:47 Biotech and Healthcare 1:15:31 The Kindest Thing

We've published a paper that explains our views on AI competition between the US and China. The US and democratic allies hold the lead in frontier AI today. Read more on what it’ll take to keep that lead: anthropic.com/research/2028-…


CEREBRAS SHARES INDICATED TO OPEN AT $400, IPO PRICE $185

A lot of people have been wondering about Mythos, Glasswing, and the vulns we / our partners are fixing. Today, I’m excited for us to start sharing more. (For context, I lead Glasswing @AnthropicAI.) Two independent evaluations this week—from XBOW and the UK AISI—confirm what we've been seeing internally: Claude Mythos Preview is a step change in autonomous cybersecurity capabilities. We need to start preparing fast for a world of models with this level of capabilities. The UK AI Security Institute tested the model we shipped at the launch of Project Glasswing and found Mythos Preview is the first model to solve both of their end-to-end cyber ranges, including one (Cooling Tower) which no model had ever cleared. But attackers (and defenders) have sophistication & cost constraints – Mythos is also the only model that clears every one of their tasks estimated over 8 hours under their deliberately low 2.5M-token cap. XBOW tested it on their offensive security benchmarks, finding "token-for-token, unprecedented precision." It's the only model to succeed at subtle V8 sandbox work. Other Glasswing partners shared similar stories. In a few weeks of testing, Mythos Preview has helped them find many thousands of (estimated) high + critical severity vulnerabilities, sometimes double what they'd normally find in a year. I don't share this to boost Mythos. In fact, this is not about Mythos. It’s about preparing for the coming world of models being better, faster, cheaper, and more creative than some of the best human experts at dual use capabilities. Clearly, we need them supporting defenders as widely as can be done safely – and especially the least resourced ones. Within a year, Mythos will probably look quite dumb (relative to other new models). And others may release openly available or unguardrailed models of Mythos-level capabilities. We started Project Glasswing because capabilities like Mythos Preview's won't stay rare, or stay in careful hands. We are bringing it to defenders as fast as we responsibly can, while working to figure out, for example, the right safeguards and patching & disclosure processes. Also, to be clear, compute has never been a limiter in our rollout. Expect a fuller update on our Glasswing work in the coming days. XBOW report: xbow.com/blog/mythos-of… UK AISI report: aisi.gov.uk/blog/how-fast-…

500% NDR at Anthropic is the stat of the year for me… I asked Krishna what questions he'd ask the model companies if he were an investor. His three: 1) What is the ROI on compute? 2) How are customers seeing ROI? Are they deploying at scale or just testing? 3) How do you think about compute in the future, and where does it come from? His answer to the second one: "Our net dollar retention is over 500% on an annualized basis. Nine of the Fortune 10 are customers. [In the 20 minute Uber to this podcast], I signed two double-digit million-dollar commits."


ANTHROPIC beats OpenAI in business adoption for the first time. per @tryramp data Today's update of Ramp AI Index shows 34.4% of businesses using Anthropic versus 32.3% using OpenAI. Adoption of Anthropic quadrupled over the last year, while OpenAI rose only 0.3%.


HOLY FUCKING SHIT OMG CLAUDE JUST CRACKED THIS SHIT, THANK YOU @AnthropicAI THANK YOU @DarioAmodei NAMING MY KID AFTER YOU 😍 blockchain.com/explorer/addre…




Introducing Googlebook, the first laptop designed for Gemini Intelligence. It’s crafted for heavyweight performance, built with Gemini at the core and perfectly synced with your Android phone. Coming this fall. 💻✨ #TheAndroidShow


BREAKING: Google and SpaceX are in talks to launch data centers into orbit amid surging AI demand, per WSJ.

Tesla reportedly moving production of its AI6.5 chip from TSMC to Intel “under the pressure and insistence of the Trump administration” wccftech.com/tesla-reported…


The Inference Shift Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved. stratechery.com/2026/the-infer…



Introducing Daybreak: frontier AI for cyber defenders. Daybreak brings together the most capable OpenAI models, Codex, and our security partners to accelerate cyber defense and continuously secure software. A step toward a future where security teams can move at the speed defense demands.