Erik Ex Plano
24.4K posts

Erik Ex Plano
@ErikExplains
I have an e/xplanation.







🚨Oracle's risk of DEFAULT has never been higher: Oracle's 5-year credit default swaps (CDS) surged to 198.18 basis points on Friday, the highest closing level EVER, officially surpassing the 2008 Financial Crisis peak. The cost of insuring against Oracle's default has QUADRUPLED since mid-2025. This comes as Oracle has become the most popular instrument for investors to hedge or bet against AI-related debt, with ~$120 billion of bonds in the Bloomberg US high-grade corporate bond index, the largest non-bank issuer. Oracle also has the most-liquid investment-grade CDS, with average weekly trades topping $830 million. Investors' bets against AI have never been larger.

What Half-Life's resonance cascade incident taught me about "AI Security"








someone at ANTHROPIC just showed CLAUDE finding ZERO DAY vulnerabilities in a live conference demo claude has found zero day in Ghost, 50,000 stars on github, never had a critical security vulnerability in its entire, history... it found the blind SQL injection in 90 minutes, stole the admin api key, then did the exact, same thing to the linux kernel









