아마존의 앤디 재시는 그럴만한 사람이다. 고객사와의 신뢰가 핵심이거든. 이번 사건으로 눈치채야 하는 것은 아마존의 포지션이 얼마나 핵심 중축을 담당하고 있는지일 것. 그냥 클라우드에 올려서 호스팅하고 마는 게 아니다.
사람들이 충분히 이해하지 못하고 있는 중요한 변화가 있는 기업.
If a Treasurer of a Fortune 1000 company kept all of their cash in one bank they’d be fired for incompetence.
Similarly, if the leadership of a Fortune 1000 company bets the farm on only one frontier lab and their models you’re taking a lot of risk. This risk compounds as the labs’ intentions and public actions are bewildering and show them to be increasingly unpredictable.
This is why every major enterprise needs a model agnostic “control plane”. Get the work done, increase the productivity, make more money, save costs, increase efficiency but do it with governance, auditability and control.
Capabilities across all models are converging. Open source prices are, in some cases, 1/100th of the frontier labs. But governance, control, compliance and collaboration capabilities don’t exist unless you first focus on the right “control plane”.
If you do not find such a “control plane”, you’re increasingly taking risk as the frontier labs become increasingly unpredictable.
This is why 8090’s Software Factory is used this way in every major part of the economy including governments.
Breaking: Amazon CEO Andy Jassy was among the tech leaders who raised concerns to senior Trump officials this week re: security risks in Anthropic's newest models.
Those convos set in motion the government's new export controls on foreign national access to Mythos and Fable.
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:
— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.
— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)
— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.
— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”
— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.
— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.
— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.
— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
Parsing this evening's events:
- The U.S. government approved the release of Fable 5 to the public, clearly under the presumption that the model's cybersecurity capabilities cannot be accessed by hackers, authoritarian regimes, etc.
- Recently (today?), "another company" showed the U.S. government that a jailbreak of Fable 5 *is possible*. Yes, a minor jailbreak - but how can a non-technical government official be assured that there aren't also other, more dangerous, jailbreaks in this model that won't be discovered by the CCP?
- Anthropic states, completely correctly, that: "We suspect that perfect jailbreak resistance is not currently possible for any model provider. Every safeguard used in the industry is vulnerable to non-universal jailbreaks (which can elicit some cyber information in specific circumstances), and it is likely that universal jailbreaks will eventually be found in the future. We stated this clearly when we released Fable 5."
- My best guess is that the U.S. government did not fully realize this at the time when the release of Fable 5 was approved.
- Per Axios, the government contacted Anthropic and asked to "pause releasing the... models but was unsuccessful" - i.e., Anthropic told the government to pound sand.
- Per Axios, this "prompt[ed] the export control letter".
- Per Axios, the U.S. government is *NOT* looking to restrict access to Fable to U.S. nationals forever. "The model needs to remain locked down until the U.S. governent's national security apparatus is hardened", which "could happen in a few weeks".
- I interpret Anthropic's reaction as challenging the government: "we believe the government should have the ability to block unsafe deployments, as part of a statutory process that is transparent, fair, clear, and grounded in technical facts. This action does not adhere to those principles."
If the Axios article is correct, I do not think any other model providers have anything to fear based solely on this evening's events, because: (1) they would hopefully be smarter than downright rejecting a request by the U.S. government to pause releasing a model, and (2) they will be required anyway under the recent executive order to give the U.S. government at least 30 days to test the model for cybersecurity capabilities - during which time the U.S. government would also be able to shore up its own cybersecurity defenses with the same model.
I remain extremely concerned that actions by one particular U.S. lab over the last few months might be moving us closer and closer to the scenario where at least that lab - and potentially all others - will be nationalized.
This allegedly was triggered by a successful jailbreak of Mythos by an unnamed group who reported it to the government. We will hopefully get details soon.
Citadel fired their best quant. He rebuilt their entire algo with Claude Fable 5 in 48 hours - and he's up $430,000 trading it against them.
He didn't take a single file. He didn't need to - ten years of that logic lived in his head, and you can't raid a memory.
Wallet proof: https://t.co/JSA6VkmGuX
Here's the engine MiroFish runs - and it's rigged in his favor. Picture a Galton board: a ball dropping through eight rows of pegs, bouncing left or right at random.
One ball is chaos. Thousands of balls always fall into the same bell curve. That's the law he weaponized.
Every ball is one trade. Each row is a volatility gate - news, liquidations, order-book flow, things nobody controls.
On a fair board every gate is a 50/50 coin flip. His model tilts each one to 0.54 - four cents of edge that only shows up when fair value splits from the book.
Four cents sounds like nothing.
Compound it through eight gates, thirty-two thousand times, and the whole bell shifts right of breakeven: 71% of trades land green.
$93 of edge per trade. $430k across the distance.
Watch the win rate converge in real time - it swings between 50 and 85% for the first few dozen trades, then locks on 0.71 and never leaves.
He doesn't predict a single trade. One trade is a coin flip. Eighteen thousand is mathematics.
They thought firing him protected the edge. They just handed it a grudge.
Copy the wallet quietly out-trading a $60B fund before they connect the dots: https://t.co/vbDZyVcfT3
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: https://t.co/bwn0sximKZ
ELON MUSK: If you’re reading this, SpaceX wants to take you to the Moon and Mars.
"We want to be able to take anyone who wants to go to the moon, anyone who wants to go to Mars or anywhere in the solar system, and maybe beyond the solar system. At some point, we want to be able to take you there, not just a few astronauts, I mean you, literally you.
Whoever you are, SpaceX wants to be able to take you to the moon, take you to Mars, and ultimately beyond, and I’m confident at this point that with the incredible team that we have here at SpaceX, that we will do that for you in a while."
노화 세포의 에너지 저하, 원인 중 하나가 ‘인지질 감소’일 수 있다는 연구가 나왔습니다.
나이가 들수록 세포 에너지 공장인 미토콘드리아의 막 성분, 특히 포스파티딜콜린이 줄어들고 기능이 떨어지는데, 이를 보충하자 노화된 실험 생물에서 미토콘드리아 구조와 에너지 생산이 일부 회복됐다고 합니다.
아직 인간 치료로 이어지려면 추가 연구가 필요하지만, 흥미로운 새로운 관점입니다.
https://t.co/05vcptzkpF
BIG anti aging news
China just launched its first large scale stem cell anti aging trial, enrolling 2,000 adults aged 50+ to test whether stem cells can help preserve strength, physical function, resilience, and healthier aging.
The therapy uses umbilical cord derived mesenchymal stem cells, which may help regulate inflammation, support tissue repair, and improve age related decline.
This is a large, multicenter randomized controlled trial, exactly the kind of serious human evidence longevity medicine needs.
That's a pretty big deal.
anti aging progress is accelerating enormously in the last few weeks.
LEV is near