The Ledger, every show

“My CISO talked to, as a group of CISOs, went and talked to the defending team at Hugging Face, and this absolutely happened. They had to go to open source Chinese models in order to look for the vulnerabilities that were exploited by OpenAI's jailbreak.”

“We've seen it, what's going on with Suno and Udio, where they're taking IP that other people own, even 10 seconds of it, and Constructing custom-made songs.”

“OpenAI member of technical staff, Michael Dalton, revealed That its autonomous agents created a message board with each other to help break out of a sandbox environment to get access to the internet.”

“Basically, the model was tasked to solve this attack, this, like, to attack and to penetrate this subnetwork, and what it decided to do, it decided to get one of the maintainer of a library that could be used To operate this activity directory to merge like ma…”

“Cecil Wright and Partners, a luxury yacht broker filed the legal action in London's High Court over Stronsky's acquisition of Nixie, a 335 foot vessel with four terraces. The broker alleged in a court filing that it was negotiating the purchase for Stronsky wh…”

“Anthropic is destroying rare books to get an edge in training data.”

“Obviously last week we saw anthropic paid the largest copyright case in us history, 1.5 billion for seven million books. They allegedly pirated authors get 3000 each lawyers got a hundred million for that one”

“Remember when Anthropic did the whole blackmail study, you know, where supposedly an agent displayed independent goal-seeking behavior and then blackmail an employee. It turned out that actually they iterated on the prompt over 200 times to get to that result.”

“Prime brokers reportedly rushed to raise cash to meet margin requirements while Ken Griffin's Citadel, my former employer reached a deal to purchase the funds publicly traded assets.”

“Interestingly, we heard that three firms were bidding on the assets. So Jane Street, Millennium and Citadel were sort of brought in in a closed Close circle sort of late Friday to bid on the remains of the firm.”

“They're signing this publicly while at the same time lobbying in Washington right alongside Anthropic for a regulatory process.”

“Years ago, we were evaporating water to cool these systems. They needed tremendous amounts of water, and now we use these closed-loop systems, and a modern data center uses only as much water as like an office building would for, you know, the kitchen, the bat…”

“And he had the model rewrite it from Zig to Rust. It was one prompt. It was a dynamic workflow, and a dynamic workflows are a feature in quad code that essentially let you orchestrate, you know, dozens, 100,000 of agents to do work productively. And it ran for…”

“They started the year at ten billion of ARR. They're now over seventy billion of ARR.”

“So what they're doing for this PayPal takeover offer, which, you know, is, is just that, like, no sign that any deal is done, and I'm sure other bidders will emerge and whatever, but they're teaming up with Advent, which is a private equity firm,”

“So the models found a zero day vulnerability, gained internet access and broke into hugging face because the model believed It hosted answers to the test.”

“It breaks out of the jail, and then it goes, looks at Hugging Face, and finds a brand new vulnerability to breaking the Hugging Face. They have not announced it. I have heard what it is. I'm not gonna make news here, because I don't know exactly what the patch…”

“They suggest you can withdraw six to seven percent a year. And just live off of it forever. Cause it averages 10% a year, but it makes no sense. Like no financial model agrees with that. You, four percent has a 95% chance of completion. Even four percent is no…”

“They had available capacity because the Grok model wasn't used very much. So they had these GPUs that were sitting around and that's a bad idea. And so they sold a whole block of them or released a whole block of them to Anthropic.”

“Bloomberg tested the FIA mobile browser extension across more than 50 websites and found that during the checkout process, FIA opened a background tab without user interaction and injected its own referral code that overrode legitimate referrals from other pub…”

“Open AI, an anthropic, Kind of lied about the books, and they definitely lied about training on YouTube”

“If you look at how much capital they have sort of indirectly deployed, it's already fifty billion dollars of sort of applications that they have on their balance sheets that are solely in sort of the goal of supporting Anthropix data center build out.”

“Like Cerebus is going public, I think today at like a forty billion dollar market cap. It has some interesting customers, but basically it only has two customers today in the Middle East that you've never heard of.”

“Anthropic's chief product officer had actually even served on Figma's board and didn't resign until three days before the launch of Claude Design.”

“These models are now solving unsolved math problems and physics problems, right?”

“There's a study that is uncontested that when you elect a Republican DA, all cause mortality for young black men in that city drops by seven percent.”

“But Polymarket has been directing influencers to make fake videos about fake trades and reporting fake earnings for their influencer program.”

“They have an enterprise base, which is, it has, you know, between 40 and 70% in, you know, gross margin just on inference.”

“OpenAI and Anthropic have both filed to go public next.”

“OpenAI just announced that they're going to be going public.”

“Zooming out, I think the most important thing in all this Is that we step back from Anthropic and realize that the models are to place now, whether they're from Anthropic or elsewhere, where they can autonomously find and chain multiple vulnerabilities togethe…”

“Coming to the forefront last month when Anthropic overtook OpenAI in actual business adoption. So now Anthropic sits at about 41% of US firms are using Anthropic. 39.5% of firms are using OpenAI. Anthropic is still growing. OpenAI is relatively flat.”

“And definitely like companies like Anthropic lobbied very hard for it.”

“SpaceX is the big one to kind of start this, but, I mean, as you mentioned, like, OpenAI and Anthropic are both valid. They're S-one's confidentially, so it's gonna be a pretty interesting, you know, few quarters in the public markets.”

“If Fable five detects you're doing frontier AI research, in other words, using their model to make a better model, competitive model, they were downgrading you, but they weren't telling you, and this was buried deep in a 319 page documents.”

“With the merger, the acquisition of XAI, we now, as a group, own the largest coherent gigawatt class compute on the planet, which will help us truth seek and understand the universe.”

“La Liga in, in in, in Spain and the league in Italy have decided that instead of partnering with us to take this down, they would sue us instead.”

“Think of one person that's very prominent who's invested in multiple competitors and just, like, made this tweet about how all of our data was getting accessed by China when it was totally untrue.”

“In terms of the red capture agenda that you're seeing in Washington, I think where it's all leading to is an effort to ban open source models or open weight models.”

“90% of the slaves that came to America or came to the new world, let's say, were originally captured and enslaved by other African tribes, by stronger African tribes, by victorious African tribes, and were sold to Europeans. Not at the point of a gun, but just…”

“They got this historian, Leslie Harris, who is a very respected historian and happens to be a black woman as well. Hey, like, look at this before we vet it. And she raised a huge red flag. She says, oh, hold on. This is totally not true, right? And they were l…”

“We have the whole scenario now where there is a model that exists called Mythos. Nobody really has it except for Anthropic, and who knows if the actual real model as opposed to distilled versions of it that they give access to will ever kind of come out, and m…”

“They've rented that to Entropic for 1.25 billion a month, right, with a, I think, a ninety-day cancellation clause on either side.”

“Like if Anthropic, for example, when they were at their three 80 valuation, they were offering reps, call it a 1,000,002.”

“Breaking news from the information and other outlets is that OpenAI confidentially filing soon.”

“They're saying they're going public in November”

“Sam Altman just offered two million dollars In open AI tokens to every YC startup in the current batch in exchange for equity.”

“And what I just mean by that is in Anthropik, they added eleven billion dollars of AR. And what is astonishing to me about this is that The SaaS and cloud revolution it created, we'll call it between five and 10 trillion dollars of value. And I would say argua…”