wired.com

Spooky New Infostealer Malware Uses AI to ‘Autodox’ Victims

Named "Volta-Autodoxer," the recently uncovered malware uses AI tools to collect troves of data about victims, from login credentials and credit card numbers to Discord sessions and UberEats receipts.

stratechery.com

2026.44: At Long Last…

First, the pressure applied by AI will eventually (or imminently?) rupture the global internet that we've come to know for the past 25 years. But second, as society moves to more localized solutions and products, that may in fact be a welcome development for all of us who have come to accept degraded experiences throughout our technological lives.

platformer.news

What Google and Reddit's bad days have in common

Google has long pushed back against claims that AI answers are bad for the web by saying that they encourage people to conduct deeper, more expansive searches that result in higher-quality clicks to websites. Today's news suggests that narrative is falling apart: advertisers are getting less from AI Mode than they get from traditional search, and so is a big publisher like Reddit.

noahpinion.blog

A golden age of science is coming

A human scientist takes decades to train, and more years to reach the frontier of their research field by diligent reading and conversation. This is the 'burden of knowledge', and it's commonly believed to be one reason ideas have been getting harder to find — by the time human scientists can get up to speed, they're often so old that their ideas are no longer novel. AI just annihilates this constraint — it can assimilate the entire literature and reach the frontier of research extremely quickly, and it can also tell human scientists where the frontier lies without forcing them to discover that for themselves.

upstartsmedia.com

A New AI Assistant Is Talking A Big Game

Instead of starting with a company's core knowledge and connecting out to its individual employees, Rocker builds a context graph for each individual user, defining their relevant people, projects, topics, and decisions by logic, and then combining those algorithms with math that measures semantic connections between them.

readtheprofile.com

Anthropic Bought Mithril, a One-Man Biotech Startup Built by an Anonymous X User

For six years, nearly 30,000 people in biotech followed an anonymous account named after a Pokémon professor (@Prof_Oak_). On Tuesday, the man behind the account finally revealed his identity, and shared news that Anthropic had acquired his one-person biotech company.

readtheprofile.com

Meet Neil ‘Buddy’ Shah, the Most Powerful Man at Anthropic You've Never Heard Of

Buried on page 145 is the name of a man I'd never heard of who wields an unusual amount of power: Dr. Neil "Buddy" Shah, chair of the Anthropic Long-Term Benefit Trust.

ai-supremacy.com

The Great AI Financing Push-Back

Anthropic brought in just $16.3 billion in revenue for the first half of 2026 (surpassing its full-year 2025 revenue of $4.6 billion). However, the company reported a massive net loss of $80.7 billion for the first half of 2026.

stratechery.com

Do You Trust Apple?

The fact of the matter is that with AI you can decompile almost all existing software — there is a revolution happening in gaming over the past few weeks, as game after game is decompiled to source and ported to any platform you wish — and you can write your own. That means my software that interacts with my agent in the way I want it to for everything; that's way more exciting than praying Apple delivers the right API and that 3rd-party developers don't suck.

noahpinion.blog

Can a Million AI Agents Create Superintelligence?

More agents are useful for speed: they can solve many problems faster. They're less useful for boosting AI intelligence. Multi-agent gains in solving harder problems often diminish incredibly quickly and may even saturate.

stratechery.com

A Conversation With Ari Emanuel About Entertainment and AI

So the way advertising is going to work in the future, and it’s already happening, is it’s going to predict what you want. So what you’re going to do is you’re going to get a personalized ad predictor that basically is inside your VM. They’re going to be credibly able to say it’s totally private, because it is totally private.

noahpinion.blog

AI vs. the railroads

When they paid in cash, hyperscalers were safe — if AI revenue disappointed, their stock prices would go down, but their businesses would just keep going and they'd eventually recover their profitability. But the more hyperscalers borrow, the more revenue they'll need just to stay solvent; if the revenue doesn't arrive, they might have to default on their debt.

ai-supremacy.com

Is Meta Muse Too Good to be True?

Anthropic says early evidence suggests that these methods have reduced the amount of data harvested by distillers by around 90 to 99%. This appears to have led to a slowing down of Chinese Open-weight Model releases in Autumn, 2026.

upstartsmedia.com

Exclusive: Slack Alums Launch Scuba, New ‘Context Engine’ For Teams And AI Agents

"It's not that the models aren't smart enough. It's that it's actually hard to give the models all the context you need, to get them to do the things you want."

notboring.co

Runway: Learning From Watching the World

It is betting that letting models watch a ton of video will lead to models that understand how the world works better than they could by reading about how the world works or from any other human-mediated data source.

wired.com

AI Is Getting Really Good at Messing With Cybercriminals

Anti-cybercrime initiatives are increasingly using AI to scam the scammers by tricking them into talking to lifelike bots that they think are real victims.

ftav

AI is Poochie

Relentless noise continues to benefit the few while distracting from literally anything else. There's little evidence that investors are pricing in aggregate benefits from AI spend — perhaps because they're not being anticipated, or maybe because they are on such extreme ranges of possibility that they defy modelling.

wired.com

The Nvidia Shield TV Is 7 Years Old. It Just Got a $100 Price Hike

The price of anything with memory is skyrocketing thanks to AI. Aging streaming devices are no exception.

ai-supremacy.com

The State of Chinese Physical AI

Half a century ago China was among the poorest countries on earth. Today its companies ship more humanoid robots than the rest of the world combined, supply many of the components other robot makers need, and are spending billions to teach these machines to think.

upstartsmedia.com

Exclusive: Sierra Gives Its AI Agent Builder More Rein To Run

"Everyone will rent the models, but we think people really need to own the information they have about their customers, and how they interact with them."

stratechery.com

2026.39: Begun, the Aggregator Wars Have

Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon's physical world investments are an AI moat.

ai-supremacy.com

AI Evolution: Merchants of Compute

Crusoe is now the most backed private neocloud in terms of equity, enabling it to get significant debt for expansion. They are a vertically integrated company independent from grid readiness that has overcome early reliance in customer concentration with OpenAI, now serving Microsoft, Meta, Oracle and Jane Street.

lennysnewsletter.com

Opus 5.5 vs. GPT-6 Sol: which model won my blind taste test?

I scored the outputs without knowing which model made them, so you get to watch me make predictions, change my mind, and reveal my own very inconsistent taste.

ai-supremacy.com

The most Viral new AI model isn’t an LLM at all

What TypeSafe AI is doing differently is building a model specifically around these kinds of typed, probabilistic decisions, rather than taking a general-purpose LLM and prompting it to behave like a classifier. Typesafe AI claims that at $42 per billion input tokens and free output, intelligence becomes a resource accessible to all.

honest-broker.com

AI-Generated Movie Star Has a Total Meltdown on TV

The audience does not want AI-generated movie stars. They find Tilly creepy. They will launch protests and boycotts. She will achieve even less lasting renown than Hawk Tuah, Harambe, and the Harlem Shake.

platformer.news

What was Hard Fork?

It did not take much time using the product for us to begin taking large language models and the companies building them extremely seriously. Four months into our run, my cohost's long conversation with an unhinged version of Microsoft Bing captivated the world and brought AI safety discussions into the mainstream. (It also drew a fair amount of ridicule, previewing the ways in which the commentariat would continually twist itself into pretzels to deny that anything important was happening with LLMs.)

dwarkesh.com

Noam Brown – Agent swarms, alignment, & recursive self-improvement

Think about what 130 billion tokens are. If it were a single human thinking as a full-time job, stretched back to back, 130 billion tokens would be a human thinking for 4,000 years. Eight hours a day, working a normal work week. Starting from ancient Sumeria up till today, a single sequential human thinking that long, concentrated in 88 hours.

ai-supremacy.com

A Guide to Grok Bot 2026

Meta's Muse and SpaceX's Grok Bot make chatbots a bit less relevant in that these are about AI as a utility, helper and assistant in accomplishing tasks. We're still seemingly a far way away from the kind of AI companion that is truly capable even four years after ChatGPT first launched which is astounding to me.

dwarkesh.com

AI researchers debate how close we are to recursive self-improvement

There's this cycle that keeps repeating where a new model comes out and people are blown away and they're like, 'This is it. This is AGI.' But then they use it a bit, and it starts to feel dumb after a month or so. That cycle just might keep going.

notboring.co

Weekly Dose of Optimism #210

He proposes that minds are patterns in a structured, nonphysical space, and that bodies provide interfaces through which those patterns enter the physical world. He argues that many things beyond humans and animals can be interfaces, including computers, which is the most compelling argument I've heard that AI might be able to become "conscious" or "alive."

platformer.news

The AI safety vibe shift

"I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to."

stratechery.com

The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence

Apple once again demonstrated the power of integrating hardware and software, but it's biggest AI blindspot might be its belief in the primacy of apps.

fs.blog

Tobi Lütke: AI Agents, Better Decisions, and the Future of Work

He explains how he uses an AI council to examine his hardest decisions and why taste, judgment, and responsibility become more valuable as AI becomes more capable.

noahpinion.blog

AI keeps stubbornly refusing to take our jobs

But of companies that did report a change, more reported an increase than a decrease! And here's the breakdown by sector... Among firms using AI, 44% say it supplemented or enhanced work an employee already does. Ten percent say it performed a task an employee used to do. Eleven percent say it introduced a task no one had been doing.

noahpinion.blog

America is still beating China in the AI race

Imagine if China were to gain a big lead in AI models that gave it the power to easily hack into American banks and brokerage accounts and erase people's wealth. It would cause absolute chaos in American society, but how could the U.S. retaliate? Launch nukes?

upstartsmedia.com

SCOOP: Conflict With Instinct Knocks Index Out Of Town’s Buzzy New Raise

Index Ventures, reported by Newcomer last week to be leading the raise, is no longer investing at all in Town, per the sources, despite reaching a signed term sheet in recent days. The about-face comes after another AI assistant startup in which Index was reported to be co-leading a large-sized investment round, Instinct, complained to the investor about potential conflict of interest, the sources add.

ai-supremacy.com

Visions of AI: An Inflection Point in Robotaxis in 2027

At a time when robotics is being hyped but lacks real world demand, the space economy is being built by a NASA with big promises, and U.S. datacenters and manufacturing is being pushed (even on other parts of the world and with trade tariff diplomacy) - the advent of the American robotaxi is being a little, overshadowed. But it's actually a big deal.

wired.com

Smart Toilets Are Already Using AI to Analyze Your Poop

While companies promise they can help users monitor gut health, experts suggest that smart toilets provide little in the way of benefits to the average person.

honest-broker.com

Wendell Berry’s Nine Rules

What makes this especially revealing is the fact the public intensely dislikes AI— surveys make this absolutely clear. So tech companies are destroying the environment solely to increase their dominance and control—not to please you and me.

ai-supremacy.com

China’s AI Rally Is Real. Most Global Investors Are Missing It.

Over the past 18 months, the Shanghai Composite Index has risen 17.3 per cent. That is a respectable return, but it has not beaten the S&P 500 or the Nasdaq. The real gains have happened elsewhere, among the technology companies listed on ChiNext, Shanghai's STAR Market and the Hong Kong Stock Exchange.

upstartsmedia.com

I Went On An AI Show. It Made Me Feel Better About Human News.

"The avatar is really good at talking, but it's not as good at listening, because it's not trained on it," Misra says.

lennysnewsletter.com

AI’s third era: the rise of persistent AI coworkers | Tara Seshan (OpenAI’s product lead)

Ambition is the new bottleneck for companies, and elevating others' ambitions is now the key part of the PM job.

noahpinion.blog

Here’s how we’re all going to die

Off the top of my head, I'd give AI-enabled bioterror about a 10% chance of bringing down civilization, and about a 30% chance of causing truly world-changing levels of destruction. Climate change is a big deal, but AI bio risk is a lot bigger — it's more catastrophic, it's nearer-term, and we have much less of an idea about how to deal with it.

ai-supremacy.com

Visions of AI: the advent of world models

A world model is an internal mental simulation constructed by an AI system that represents the physics, spatial relationships, geometry, and dynamics of the real world.

platformer.news

The website that created an AI clone of its editor in chief

I think there is a real dirty secret right now, which is that almost every writer is using it. Just, most of them are not saying so.

ai-supremacy.com

We’ve never seen an Anthropic before

Anthropic's revenue for the second quarter surged to $11.5 billion, up from $787 million a year ago. Nobody grows 14x at this scale, nobody. By the time OpenAI goes IPO, Anthropic won't be a comparable company — it won't have a peer competitor, do you understand what that means?

whyisthisinteresting

The Unwillingly Courteous Edition

I know in fact that to chatGPT transcendence is just a word. I had become unwillingly courteous. A friend told me I was being illogical and irrational. But everyone needs a caress, even chatGPT, even me.

stratechery.com

2026.33: The CapEx Train Keeps Rolling

If AI is as valuable as it seems, then it should pay for itself, but that hasn't happened yet. This sort of financial engineering, along with Google leading the way in tapping equity, may build the bridge to sustainable AI revenue. It also expands the blast radius of a bubble in the service of Nvidia's threatened margins.

oneusefulthing.org

An opinionated guide to which AI to use to do stuff

One sign of how far AIs have come is that every one of the AI's notes was accurate and there were no hallucinated page numbers