Category: AI

AI

Mythos: The model isn’t the threat. The gap between your patch cycle and its speed is.

Colin Henderson

Every security team is asking the same question about Claude Mythos: how exposed are we. The answer isn’t about the model. It’s about what it exposes.Why This Should Change Your Priorities:  Mythos can’t reliably beat genuinely well-hardened defenses, per UK AI Security Institute testing That one finding separates real exposure from false alarm It doesn’t create weaknesses, it finds patch gaps, flat networks, and weak identity controls already there Phishing-resistant MFA still limits how far a stolen credential travels See where the line actually sits →The model isn’t the threat. The gap between your patch cycle and its speed is. … Continue reading Mythos: The model isn’t the threat. The gap between your patch cycle and its speed is.

AI

Bill Gates essay: The turbulent AI era is here. The choices we make now are critical.

Colin Henderson

  Source Gates Notes https://www.gatesnotes.com/home/home-page-topic/reader/a-turbulent-ai-era-and-critical-choices-to-make —— What you need to know The transition to the AI era will be one of the most turbulent times in human history. Right now, we are not preparing adequately for that transition. If the world takes the right steps, AI will be a force for good and leave everyone better off. During my entire life I’ve only had two jobs. In the first one, I played a role in developing software to empower people through my work at Microsoft. In my second one, which I started full time in 2008, I am giving back … Continue reading Bill Gates essay: The turbulent AI era is here. The choices we make now are critical.

AI

Wall Street is counting on Nvidia to keep the AI party going

Colin Henderson

Source WSJ newsletter After watching shares in other chip makers and the so-called Magnificent Seven tech companies swing wildly in recent months, Wall Street is hoping Nvidia can beat expectations—again. Analysts project the chip maker will report record sales of $92 billion for the period, up from a forecast of $78 billion at the start of this year. Nvidia’s results could send shock waves through the tech sector—and the broader stock market, report David Uberti and Krystal Hur. Continue reading Wall Street is counting on Nvidia to keep the AI party going

AI, Frontier_AI

Anthropic Expects to Match or Top SpaceX’s Record IPO Size

Colin Henderson

 Summarize ​ By Bailey Lipschultz and Shirin Ghaffary August 20, 2026 at 1:56 PM EDT Anthropic’s target reflects how the AI industry’s leaders are transforming the tech investment landscape in a very short time. Photographer: Gabby Jones/Bloomberg Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor … Continue reading Anthropic Expects to Match or Top SpaceX’s Record IPO Size

AI, Business Models, Disinformation, Frontier_AI

Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say

Colin Henderson

 Summarize ​ Echo WangAugust 14, 20268:12 PM EDTUpdated 13 hours ago Aug 14 (Reuters) – As Anthropic prepares for what could be one of the biggest IPOs on record, Wall Street is looking further into the future than it commonly does to put a price on the AI company, valuing it based on how much revenue it could generate two years from now. Anthropic is projecting 2028 revenue of roughly $190 billion to $200 billion, according to ‌two people familiar with the company’s financials, a figure that has not previously been reported. The projection dwarfs the $47 billion revenue “run rate,” reflecting … Continue reading Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say

AI

Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy

Colin Henderson

 Summarize ​ By Todd Gillespie, Ian King, Laura Benitez, and Hannah Levitt August 14, 2026 at 12:42 PM EDTJensen HuangPhotographer: An Rong Xu/Bloomberg Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc.had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. With slow progress on the complex deals, Nvidia’s chief executive officer, Jensen Huang, decided to change tack: He went public this week with the effort, saying the group is aiming to collectively finance AI computing deals totaling $500 billion — a round figure with no obvious provenance.  In doing so, he … Continue reading Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy

AI, Infrastructure

Most Power Sought for US Data Centers Will Never Materialize

Colin Henderson

 Summarize ​ By Gabriel Levin and Emily Forgash August 12, 2026 at 5:30 AM EDT More than two-thirds of the electricity sought for the artificial intelligence boom in the US isn’t likely to materialize due to “phantom” projects and long-shot pitches. That’s based on new projections from Wood Mackenzie, which sees US grid operators and utilities likely committing to about 28% of the 1,066 gigawatts requested for data center projects. A gigawatt is the equivalent generating capacity of a traditional nuclear reactor. While no one expects every proposed project to be built, the data reveals how inflated projections of future power demand complicate planning … Continue reading Most Power Sought for US Data Centers Will Never Materialize

AI, Innovation, Military, Ukraine

Like the movies’: How Ukraine’s ground robots are changing rules of war

Colin Henderson

 Summary ​ They carry ammunition, can conduct kamikaze missions and have shown they can capture enemy positions. Mansur Mirovalev Ternopil, Ukraine – A ground robot carrying ammunition and resembling a real-life cousin of Wall-E, the 2008 Pixar cartoon’s rusty protagonist, got stuck late one night in a trench in northeastern Ukraine. Named Murakha (ant in Ukrainian), the robot was a bit more than a metre high, but had a large clearance to trudge across rugged terrain, bombed-out streets, mud, sleet or snow on tank-like tracks at up to 12km (7.5 miles) per hour. Its pilots were hidden in a bunker tens … Continue reading Like the movies’: How Ukraine’s ground robots are changing rules of war

AI, AI_factories, AI_research, China, Chips

China Unleashes $28 Trillion Capital Markets to Challenge US in AI

Colin Henderson

 Summarize ​ The strategy marks a break from Beijing’s reliance on subsidies and state funding. August 9, 2026 at 5:00 PM EDT Even by the frothy standards of the AI era, CXMT Corp.’s trading debut in Shanghai last month was extraordinary. Within a few hours, the memory chip maker — seen as Beijing’s best hope of reducing reliance on foreign suppliers and challenging the US in AI — surged more than 500% to become the most valuable stock in mainland China, eclipsing Industrial and Commercial Bank of China Ltd., which held the top spot for years. The frenzy was the culmination of one … Continue reading China Unleashes $28 Trillion Capital Markets to Challenge US in AI

AI

Nvidia is staffing a new AI safety team as it doubles down on open models

Colin Henderson

Nvidia CEO Jensen Huang. Bloomberg/Getty Images Aug 6, 2026, 5:00 AM ET Read in app Nvidia is assembling a new AI safety and security engineering team, according to a cluster of job listings posted late last month. The company is hiring a distinguished engineer to serve as a “founding technical leader” for the “newly assembled team,” as well as a security research engineer, an evaluation engineer, and a senior manager. The team will evaluate AI agents before they’re deployed and build AI-powered tools to patch software vulnerabilities, according to the job listings. The hiring suggests Nvidia is making AI safety … Continue reading Nvidia is staffing a new AI safety team as it doubles down on open models