Fascinating how quickly Commerce can move on unsubstantiated Anthropic jailbreak claims, while taking forever to deal with well-documented NVIDIA chip smuggling
FTX owns a stake in SPCX via the $700m investment in K5
$190m invested in SPCX at $125bn valuation
Today SPCX is IPO at $1.8trn valuation - 14.4x
Win for FTX creditors
NEW: malware developers added nuclear & biological weapons text to to their spyware.
Goal? To trigger LLM safety refusals... so that their spyware wouldn't be analyzed by an AI security scanner.
Cleanest practical example I can think of for why over-indexing on first order safety alignment is risky.
When closed (and open) models ship with aggressive refusals, they will be sprinkled with second-order blindspots that attackers will discover...and exploit.
We are only in the earliest days of attackers leveraging these features, and it wouldn't surprise me if users systems that need to handle complex cybersecurity issues demand that models be less safety-blunted.
In the weeds: @SocketSecurity's post also shows why intention matters in how you design a malware analysis pipeline to avoid prompt manipulation.
H/T to colleagues that shared this with me https://t.co/f3Aj9TYxU4
Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: https://t.co/Lh6PWae178
Rep. Rob Wittman (R-VA) faked a phone call for roughly 90 seconds after being asked about Speaker Mike Johnson’s comments regarding potential Social Security cuts.
The phone's screen remained visible, with his cheek inadvertently tapping different parts of the display.
Citron Research's Andrew Left was convicted on 13 counts of securities fraud last week for using his public platform to publish misleading reports while trading against his own recommendations.
SemiAnalysis yesterday published "Lights Out" to institutional clients, calling delays on 800V HVDC and CPO. Related stocks across the US, Taiwan, and Japan dropped double digits within hours.
But their own report from late May (Inside the 800VDC Revolution Part 1) clearly states that the CSP-led ±400V path is on track with no delays, completely independent from Nvidia's timeline. They know there are two separate 800V paths. They chose to present only the one that would cause maximum panic.
This is the second time in weeks. Last round was the Vera Rubin DRAM story, same playbook, same result. Market crashed, then recovered once people read the details.
Morgan Stanley responded today saying the delay narrative doesn't match their supply chain checks.
If SemiAnalysis or affiliated parties profited from the panic they manufactured, the distance between this and what Left went to prison for is a matter of degree, not kind.
SEC Whistleblower: https://t.co/ENFpJjDONw