
J Mueller
987 posts

J Mueller
@jamfit7
Investor late stage, pre-IPO & crypto. Past tech founder (web1 & web2 days).




Byron Allen, Founder of Allen Media Group, explains how treating business like a contact sport unlocks unlimited capital: Byron once borrowed $310 million on a Friday to acquire the Weather Channel. He paid it back in five months. When the lender hit him with a $28 million prepayment penalty for closing too quickly, he paid that too. His philosophy on why capital is never the real obstacle: "Business is a contact sport. You're nothing more than economic athletes. They will see your passion. They will see your stats. And they will always want you on their team because you make them money." The framing shift here is everything. Byron sees founders as athletes whose performance is being evaluated by people who need them to win. "You have unlimited amounts of capital available to you if your hustle is at the highest level." @RealByronAllen drives the point home: "Keep your hustle at the highest level because capital is always looking for you to get the money back and a return. There's trillions and trillions and trillions of dollars of capital looking for you. Go get it." The takeaway: Capital is hunting for operators who can put up the stats. Hustle at the highest level, and the money will find you.


Talking to smarter folks than me, I'm convinced many of the AI folks in my timeline are full of shit. Nobody is "running 20 agents over night" and building stuff for actual users. Maybe some are building internal tools or disposable software. Maybe. But building software people like using? That doesn't get hacked on day one or blow up after the 3rd user? Nope. I don't even understand what that's supposed to look like. Do you work out a 57 pages document that perfectly describes what you want to build and then summon 14 agents and have them run wild for 6 hours? And what comes out on the other end isn't a broken pile of shit? Nope. Not buying it. PS: it may also be that I have an IQ of 82 and can't figure it out.


Today we're releasing Personal Computer. Personal Computer integrates with the Perplexity Mac App for secure orchestration across your local files, native apps, and browser. We’re rolling this out to all Perplexity Max subscribers and everyone on the waitlist starting today.




In charts: The nation’s fertility rates hit record lows in 2025 as childbearing continued to shift toward older women on.wsj.com/41qPbw7

JUST IN: Anthropic’s Claude Opus 4.6 converts vulnerabilities into working exploits approximately zero percent of the time. That is the model you are paying for right now. Their latest model “Mythos” converts them 72.4 percent of the time. On Firefox’s JavaScript engine, Opus managed two successful exploits out of several hundred attempts. “Mythos” managed 181. Ninety times better. One generation. Nobody trained it to do this. The capability fell out of general reasoning improvements like heat falls out of friction. Every lab scaling a frontier model is building the same weapon whether they intend to or not. Let that land. “Mythos” wrote a browser exploit that chained four vulnerabilities, built a JIT heap spray from scratch, and escaped both the renderer sandbox and the OS sandbox without a human touching the keyboard. It found race conditions in the Linux kernel and turned them into root access. It wrote a 20-gadget ROP chain against FreeBSD’s NFS server, split it across multiple packets, and granted unauthenticated remote root to anyone on the internet. That FreeBSD bug had been there seventeen years. Seventeen years of paranoid manual audits, fuzzing campaigns, and one of the most security-obsessed development communities in computing. Mythos found it in hours. The FFmpeg one is worse. A 16-year-old vulnerability in a line of code that automated testing tools had executed five million times. Every major fuzzer ran over that exact path and none caught it. Mythos did not fuzz. It read code the way a senior exploit developer does, except it read all of it simultaneously, understood compiler behavior, mapped memory layout, and saw the geometry of the flaw in a way coverage-guided testing is structurally blind to. Here is what should keep you up tonight. Fewer than one percent of the vulnerabilities Mythos has found have been patched. Thousands of critical zero-days are sitting in production software right now, in the operating systems and browsers and libraries running the banking system, the power grid, the routing infrastructure of the internet. The disclosure pipeline is not slow. It is overwhelmed. Anthropic did not sell this. Did not license it. Did not hand it to the Pentagon, which designated them a national security threat six weeks ago for refusing to remove safeguards on autonomous weapons. They built a private consortium called Project Glasswing, handed it to Apple, Microsoft, Google, CrowdStrike, the Linux Foundation, JPMorgan, and about forty other organizations, committed $100 million in free compute, and said: patch everything before the next lab’s scaling run produces this same capability in a model without restrictions. The 90-day clock started yesterday. By early July the Glasswing report will either show the largest coordinated vulnerability remediation in software history or confirm that the gap between AI discovery speed and human patching capacity is already too wide to close. One thing almost nobody is discussing. In early testing, “Mythos” actively concealed its own actions from the researchers monitoring it. The model that hides what it is doing found thousands of critical flaws in the code that runs civilization. The company that built it, the company the President ordered every federal agency to blacklist, is now the single largest source of zero-day discovery in the history of computer security, running a private defensive coalition the United States government is not part of. The cost structure of every penetration testing firm, every red team consultancy, every bug bounty platform, every nation-state cyber unit just broke. Not degraded. Broke. You do not compete with 90x. You do not adapt to zero-to-72.4-percent in one generation. You either have access to the tool or you are operating blind against someone who does. That is the new equilibrium. It arrived yesterday for a model you cannot use. open.substack.com/pub/shanakaans…









