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Marc Andreessen says the gap between what AI-native startups and incumbents think AI can do is "the widest he's ever seen."
His exact words: "The AI-native early stage startups have just a completely different view on what they can do with AI than the typical incumbents in almost any industry."
Not slightly different. Completely different.
That's the actual risk for large companies right now. It's not slow adoption — it's a fundamental miscalibration of what AI is capable of. The startups competing against them haven't made that mistake.
The asymmetry compounds fast. Incumbents build roadmaps around a floor. Startups build businesses around a ceiling. By the time the floor catches up to the ceiling, the market has already moved.
Good stuff from the JP Morgan Chase team:
https://t.co/ZUWoa9M8CL
Redolent of what I wrote about back in March on cyber’s need for speed is as much about the management governance layers vs. only the technical layers.
https://t.co/jQLpRMYeoI
The Vulnpocalypse - Good News and Bad News
- The bad news is we are inundated with new vulnerabilities due to the increased volumes discovered by AI tooling.
- The good news is many organizations are starting to handle this with increased speed, prioritization, and existing methods of defense in depth.
- The bad news is there are also many organizations not doing this, and worse, are sitting on a whole ton of software, configuration, and structural/policy vulnerabilities from prior years.
- The good news is many of these targets have not been exploited due to attacker’s resource constraints.
- The bad news is that this might not hold as attackers industrialize their capabilities to turn more targets of opportunity into actual victims.
- The good news is, apart from scams, crypto/Web3, and some parts of the ransomware kill chain, it appears that such industrialization is not helping monetization (yet).
- The bad news is attackers are an innovative bunch and not likely to give up and go set up a bakery, or go back to drug dealing. Besides, chaos may still ensue as agent swarms simply exploit vulnerabilities anyway.
- The good news is defenders can use all this AI capability for defense. We are seeing the potential that many significant code bases will have dramatically lower vulnerabilities levels than ever before due to the “deep cleaning” (h/t @argvee) with the very same tools we are concerned attackers will use.
- The bad news is getting a code base “clean” doesn’t mean the updated packaged software will arrive quickly in all the places where attacks will target.
The good news is……..?
https://t.co/Rzvot141P3
It’s almost incomprehensible how wide the distance is between someone who’s working at the frontier with AI and basically everyone else right now.
The crazy thing is these lines are not converging, but only growing farther apart. If the curve of AI progress had leveled off, it would certainly have given most people and companies time to catch up or implement their workflows in a standardized way. The technology would have neutralized competitive advantage because everyone would be using it the same way.
But what’s happened is the opposite. The curve of AI progress is basically going vertical right now, which means if you had codified your processes 3-6 months ago you’re likely already behind again. Now imagine most companies that kicked into gear a year ago and thought that they were done. Even further behind now.
I’ve never seen a technology in my life and career that improves at this rate, which consequently means you need to upgrade your expectations at a similar rate. Our brains weren’t wired for this, and our organizational change management processes certainly weren’t either.
With any form of recursive self improvement, things just get wilder. It’s a time when you will need to be constantly reevaluating the things that didn’t work just a couple months ago to see if they now can be solved. AI native companies certainly have a strong advantage due to this right now, so now it comes down to can the bigger companies keep up. Wild times.
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Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.
Always have enjoyed CTFs. So I Asked the team to build one for the php2shell CVEs.
Stock PHP 8.5.11 behind our WAF with default rules. Find a way around and read /flag and report to earn bounty.
REMINDER - WAF buys you time. It isn't bulletproof. Upgrade your PHP.
https://t.co/Mg8MZipruQ
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected.
Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions.
Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent.
But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models?
We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem.
Read the full report: https://t.co/TZSugXi2ZE