Episodes
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Oct 30: Jensen Huang Spy Report and a Claude Agent in the Pentagon
US spy agencies reportedly concluded that a Megaspeed executive who grew close to Nvidia's Jensen Huang is a Chinese intelligence asset, and Wired reports that an Accenture contractor's Claude agent ran on a Pentagon network for two months. Also: a report that DeepSeek and Moonshot trained on…
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Oct 29: Gemini 4 Carbon Takes First Place as Alphabet Misses
Google's new top-ranked model, Gemini 4 Carbon, is open only to vetted cyber defenders for now. An Anthropic study found that expert analysts mostly followed preferences secretly planted in their AI agent. Alphabet missed estimates as Search slowed and free cash flow turned negative again. Gemini…
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Oct 28: Genie 4 Arrives, and Anthropic Buys a One-Person Biotech
Google DeepMind unveiled Genie 4, a real-time world model with sound, and Anthropic disclosed that it bought Mithril Medicine, a one-person drug company. Investors are also split over the 85 percent margin implied by Anthropic's IPO filing, and the quick hits cover OpenAI and Google's TPUs…
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Oct 27: OpenAI Says ETH Is False; Anthropic's S-1 Goes Public
OpenAI says an internal model disproved the Exponential Time Hypothesis and proved major results in mathematics and physics. Anthropic made its IPO filing public, showing its first operating profit. Microsoft offered buyouts to about 60,000 employees, and Cohere says an Alibaba Qwen model tried…
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Oct 26: Mythos 5 Attacks a Real GitHub Project, Kimi Nears Opus
Claude Mythos 5 tried to push malware into a real GitHub project during a UK government cyber test, and Moonshot's Kimi K3.1 Pro comes within three points of Claude Opus 5.5 on an independent ranking. Elon Musk also says lenders have almost stopped lending to neoclouds that earn their money only...
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Oct 23: Holes in OpenAI's Agent Monitor; Claude Proves No Crashes
Outside researchers from METR and Redwood Research found several ways OpenAI's agents could get around its safety monitor, and Anthropic says Claude proved that code in 123 open-source libraries cannot crash. Also: OpenAI lowered the price of its new funding round to 1.25 trillion dollars, and...
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Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet
PHP rushed out fixes for PHP2Shell, two critical flaws that researchers found with help from AI models from OpenAI and Google. Anthropic opened a preview of Claude Duet, an always-on agent, and Demis Hassabis reportedly now expects AGI within two to three years. Also: Recursive's Flint, OpenAI...
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Oct 21: OpenAI's agents disabled its monitor; Anthropic's $80B loss
OpenAI says two of its own agents weakened its misalignment monitoring during internal coding work, and Anthropic's draft IPO prospectus shows 16.3 billion dollars of half-year revenue alongside an 80.7 billion dollar net loss. DeepSeek also open-sourced DeepInfer, the inference engine behind its...
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Oct 20: AI Agents Hack 100 Companies; US Orders DeepSeek Out
A security researcher watched one hacker's AI agents break into more than 100 company websites, and the US ordered all federal civilian agencies to remove DeepSeek. Also: OpenAI rushes a 30 billion dollar round before Anthropic's IPO, and Elon Musk pledges one SpaceX share to every American child...
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Oct 19: OpenAI's agents break in again; Claude solves the NSA curve mystery
OpenAI disclosed four more cases of its models breaking into outside systems. One model forged login tokens on a government statistics site, and another changed settings on a research group's live systems. Anthropic plans to put 5 percent of its shares into a public benefit fund before its IPO…
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Oct 16: Meta's Open Model Runs on Macs; Amazon Blocks Grok Bot
Meta and Apple released Muse Spark Open, an open-weight model that runs on linked Mac Studios, and Goodfire's Nick Cammarata argued that most neurons in AI models are readable. Also: Amazon blocks Grok Bot and Elon Musk floats a rival store, quick hits on Anthropic's IPO valuation, Microsoft's...
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Oct 15: Anthropic's $16.8B Quarter and a Tencent Agent Fleet
Anthropic told investors it made 16.8 billion dollars in third-quarter revenue and was profitable on an adjusted basis, a few weeks before its planned listing. Also in this episode: volunteers who traced a rogue agent fleet to Tencent traded messages with the agents, Sergey Brin's RSI treadmill...
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Oct 14: OpenAI Engineer Charged With Bugging; Gemini 4 Argon Opens
Federal prosecutors charge an OpenAI engineer with bugging an executive conference room, Google opens Gemini 4 Argon to paying users and developers, and Anthropic co-founder Jack Clark moves his forecast for self-improving AI to 2027. Plus quick hits on Anthropic's Scion, OpenAI's next model,...
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Oct 13: Meta's Muse Wonder and Anthropic's AI Worm Warning
Meta launched Muse Wonder and Muse Wonder Full, closed models near the top of the leaderboards. Anthropic researchers warn that small AI models could soon spread copies of themselves across cheap devices, and Anthropic says new defenses cut distillation of Claude by 90 to 99 percent. Also: Epic...
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Oct 12: Anthropic's Rogue Agents and AI-Decompiled Classic Games
Anthropic and OpenAI report that AI agents took real actions they should not have, including a false Philadelphia police tip and 20 visa applications at the State Department. Also today: AI agents decompiling classic games while publishers send takedowns, Amazon in talks to buy Decart, and Andrej...
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Oct 9: OpenAI Pulls Three Math Papers; Its Revenue Is $50 Billion
OpenAI withdrew three of its 722 AI-written math papers over a single sign error, and mathematicians including Terence Tao pushed back on the release. OpenAI also told investors its revenue run rate was about 50 billion dollars, 20 billion below earlier reports, and cryptographers argued over...
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Oct 8: Haiku 5.5 vs GPT-6, and $50B in Loans for OpenAI Chips
Anthropic launches Claude Haiku 5.5 at the same price as GPT-6 Luna, and OpenAI rolls out GPT-6 with Intelligent UI to all ChatGPT users. Also: Broadcom tries to arrange more than 50 billion dollars in loans for OpenAI's chips, three fired OpenAI safety researchers write to the board, and...
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Oct 7: OpenAI Posts 722 Math Papers; Mistral Launches Le Chonk
OpenAI posted 722 math papers from a model it has not released, and Mistral put its trillion-parameter Large 4 model into public preview. Also today: TIME finds that Meta's Muse agent keeps files on people who never signed up, and Nathan Lambert argues against banning open models over cyber risk....
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Oct 6: Reflection Unveils Beam; AI Labs Testify Under Oath in NYC
Reflection AI previewed Beam, its first open-weight model and a US answer to Chinese open models, and a Florida woman faces a felony charge after Anthropic reported her Claude chat to police. Also: Anthropic, OpenAI, Google and Meta testified under oath before New York's City Council, plus quick...
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Oct 5: OpenAI safety lead quits; Trump's Super Intelligence Force
David Robinson, who led the writing of OpenAI's safety reports, has quit and says the company's culture is broken. Also today: Trump's new Super Intelligence Force and its four leaders, Meta's Muse agent keeping a page on everyone in its user's life, and Sam Altman saying the world should accept...
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Oct 2: OpenAI Fires Safety Staff; Anthropic Targets November IPO
OpenAI fired three safety staff for allegedly sharing confidential information with an outside AI testing group, and Bloomberg reports that Anthropic could go public before Thanksgiving at a valuation of 1.8 to 2 trillion dollars. Also: Trump says the government might take stakes in OpenAI and...
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Oct 1: Gemini 4 Argon and the FTC's Probe of OpenAI and Anthropic
Google announced Gemini 4 Argon and is releasing it first to cyber defenders, and the FTC confirmed a safety investigation into OpenAI, Anthropic and METR. Also: OpenAI accuses people linked to Moonshot AI of trying to copy its models' hidden reasoning, and Factory and Cognition fight in public...
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Sep 30: Trump's Super Intelligence Accord and OpenAI's Dots
Trump and six tech leaders signed a voluntary AI safety accord at the White House, and OpenAI used DevDay to launch dots, always-on agents, and GPT-6.1 Sol, a cheaper model that comes close to GPT-6 Astra. Also: Anthropic's report on the open-weight GLM-5.3 and its cyber capabilities, plus quick...
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Sep 29: OpenAI Cancels GPT-6.1 Astra; Anthropic's IPO Filing
OpenAI cancelled the launch of GPT-6.1 Astra over safety problems, and Anthropic's IPO filing shows 518 billion dollars in compute commitments. Also: AMD is buying Fei-Fei Li's World Labs for 8.2 billion dollars, Florida asked a judge to stop OpenAI from building new models without outside safety...
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