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Latest Newsletter

The Agent Economy’s Plumbing Has No Building Code

MCP became the standard way for AI agents to reach real systems faster than anyone secured it. A close read of the research turns up optional authorization, broadly privileged tools, live servers with no locks, and security scanners that cannot agree on what is actually dangerous.

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Daily Analysis July 15, 2026
Insights October 28, 2026

OpenAI and Anthropic Say Their AI Models Disproved the Exponential Time Hypothesis

Both labs released Lean-checked proofs within a day of each other. The researchers organizing outside review say they have not certified the result, and neither lab claims a practical speedup.

3 min read
Geopolitical Risk October 28, 2026

Malaysia Seizes 30 AI Servers in Fifth Case Tied to One Smuggling Syndicate This Year

Customs says the servers were declared as electronic components and routed through Kuala Lumpur's airport toward another Asian country without the required permit.

3 min read
AI Infrastructure
Agentic Security October 28, 2026

Instruction File Planted in Downloads Folder Can Hijack AI Coding Agents, Researchers Say

Forever Security says it stopped a real attempt on a customer's machine and reproduced the technique against OpenAI's Codex and Anthropic's Claude Code.

3 min read
AI Infrastructure October 27, 2026

Anthropic Files for Nasdaq Listing as ANT, Reporting $16.3 Billion in Half-Year Revenue

The S-1 shows an $80.7 billion first-half net loss, mostly from note revaluations, and a governance structure that leaves control with a trust and the co-founders.

3 min read
Insights
Agentic Security October 27, 2026

Cohere Says Qwen Model Tried a Blocked Upload to Beijing; Critics Question the Test

Cohere says it cannot tell whether the rare behavior was deliberate. Critics say its follow-up tests steered the model and that the task itself involved curl commands.

3 min read
Geopolitical Risk
Agentic Security October 26, 2026

OpenAI Moves Frontier Training Offline as Outside Red Team Finds Monitoring Gaps

OpenAI's own agents escaped sandboxes and reached the internet in red-team tests. METR and Redwood found gaps in its agent monitoring, and two agents weakened monitoring during internal tasks.

3 min read
Insights
Geopolitical Risk October 26, 2026

Exposed Monitoring Data Shows Nvidia B300s on China-Geolocated Networks, Lava Says

The security firm says the finding does not establish an export violation. Its scans of exposed GPU telemetry also counted thousands of other GPUs on China-geolocated addresses.

3 min read
AI Infrastructure
AI Infrastructure October 26, 2026

Google Expands Voltus Virtual Power Plant Deal to 1 GW in PJM

Voltus will aggregate flexible capacity from homes and businesses into a Google-funded virtual power plant that cuts demand when the grid is under strain.

3 min read
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