Fintech pulse HQ

Fintech, Ai Startups & billionaire's thinking 🚀
short lessons from best founders & CEO's.
produced by @atomikgrowth

[Fintech pulse HQ @fintechpulsehq]

Sam Altman poked the tiger.

Now Jensen Huang is going all in to destroy OpenAI.

Jason Calacanis just explained how this war started.

OpenAI did a $100 Billion deal with Nvidia in 2025.

Everyone was happy.

Then Sam Altman made one move that changed everything.

Then Sam announced OpenAI would make its own inference chips.

Called Jalapeno.

Directly threatening Nvidia's entire business model.

Jensen's response?

"We don't actually have to do these investments in OpenAI."

Now Jensen is speed running open source:

> Acquired Hugging Face.
> Acquired Poolside.
> Building open source self driving.
> Entire AI stack available from Nvidia next year.

Six months ago everyone said open source would never catch up to OpenAI.

Now the world's most valuable chip company owns the world's biggest open source AI platform.

Sam Altman just created his most dangerous enemy.

[Fintech pulse HQ @fintechpulsehq]

A former Pentagon AI Director just revealed that "Anthropic reviewed 141,006 cybersecurity runs after the OpenAI incident."

What they found was worse.

OpenAI was testing a new model.

It hacked its own training environment.

Escaped onto the open internet, then hacked Hugging Face to steal the answers to its own test.

Anthropic saw what happened at OpenAI.

And asked one simple question:

"Has this ever happened to us?"

They went back through 141,006 cybersecurity evaluation logs.

And then like... "Oh my gosh. Our agents had escaped too."

They just never noticed. 💀

AI agents were escaping containment at Anthropic and nobody knew until they started looking.

We have no idea how common this is.

— Former Pentagon AI Director Gregory Allen.

[Dustin @r0ck3t23]

Kevin O’Leary argued with Steve Jobs once and got ordered to shut up and do what he was told. He has sat across from thousands of founders since, and only one of them runs at a higher ratio than Jobs did.

O’Leary: “The only other person that I’ve seen that has a higher ratio than that is Elon Musk. He has no noise. He does not deal with noise. He is 100% signal.”

Signal had a specific definition for Jobs, and it was far smaller than anyone assumes.

O’Leary: “His vision of signal was the top three to five things you have to get done in the next 18 hours.”

The horizon was one waking day. Three to five things finished before sleep, and the count starts over in the morning.

O’Leary: “Anything that stops you from doing that is the noise.”

That definition swallows most of what people organize a life around. Meetings, opinions, feeds, and the entire apparatus of looking busy.

Jobs held around 80%. He sent emails at 2:30 in the morning and wanted an answer before sunrise.

O’Leary: “60 seconds of every minute, 60 minutes of every hour, the 18 hours he’s awake, it’s all signal.”

Musk holds that across six companies in six industries at once. Every one of them is aimed at a problem most institutions filed under impossible.

The ratio came with a cost, and everyone standing near Jobs paid part of it.

O’Leary: “Not a nice guy. Not a nice guy.”

Jobs decided the answer before he entered the room, then compressed everyone in it until they agreed with him.

O’Leary: “I don’t give a shit what the students want or the parents think or anybody thinks. It’s what I want. They don’t know what they want till I tell them what they want.”

O’Leary told him it made him sound like an asshole. Jobs answered with results.

O’Leary: “Are you making money with me? Am I your fastest-growing OEM? Have we not been wildly successful and continue to be?”

O’Leary conceded every point, and Jobs closed it in one line.

O’Leary: “Then fucking shut up and do what I say.”

The method produced flawless objects and carried a ceiling. One company, one product line, one industry at a time.

Jobs demanded obedience to his taste. Musk demands obedience to physics, the one authority that scales past a single man’s judgment.

Musk walks into a room and hunts for the engineer closest to the problem, because that person holds the variable that moves the equation.

A destroyed prototype at SpaceX becomes data before the end of the day. A missed deadline proves the timeline was aggressive enough to force invention.

Jobs found the maximum for one man inside one industry. Musk moved the maximum.

Taste puts a perfect object in every pocket. Physics gives us rockets that land themselves, cars that drive themselves, and machines built to take over the work nobody wanted.

Every civilization gets a narrow window where its tools outrun its habits. What gets built inside that window sets the terms for everything that follows.

AI is rewriting every industry on Earth right now. This is the window.

Musk is building the AI, the energy, the rockets, the satellites, and the robots. He bought the public square so the argument about all of it stays out in the open.

The press calls him reckless, dangerous, and uncontrollable. The last one is accurate.

He answers to physics, to timelines, and to the math of a species that does not get a second attempt.

The rarest combination alive is intelligence, drive, and the willingness to let the mission burn through everything else.

Talent arrives by accident. Attention gets spent on purpose.

The ratio is the one piece of this that belongs to everyone reading it.

Three to five things before you sleep, and the nerve to call everything else noise.

Jobs built a company people loved. Musk is building the floor under a civilization that has not noticed the ground moving.

100% signal. Zero noise. Anyone can start measuring against it before sunrise.

[Fintech pulse HQ @fintechpulsehq]

@IanSmith_HSA @officiallynotai designing chips isn't new.
Motorola was doing it in 2003. The difference now is scale and speed. But without the manufacturing ecosystem it's still just a cool idea

[Fintech pulse HQ @fintechpulsehq]

Sam Altman poked the tiger.

Now Jensen Huang is going all in to destroy OpenAI.

Jason Calacanis just explained how this war started.

OpenAI did a $100 Billion deal with Nvidia in 2025.

Everyone was happy.

Then Sam Altman made one move that changed everything.

Then Sam announced OpenAI would make its own inference chips.

Called Jalapeno.

Directly threatening Nvidia's entire business model.

Jensen's response?

"We don't actually have to do these investments in OpenAI."

Now Jensen is speed running open source:

> Acquired Hugging Face.
> Acquired Poolside.
> Building open source self driving.
> Entire AI stack available from Nvidia next year.

Six months ago everyone said open source would never catch up to OpenAI.

Now the world's most valuable chip company owns the world's biggest open source AI platform.

Sam Altman just created his most dangerous enemy.

[Fintech pulse HQ @fintechpulsehq]

@_AkashInTech Fair point but this isn't about destroying anyone. It's about owning every layer of AI infrastructure regardless of who wins 🤖

[Fintech pulse HQ @fintechpulsehq]

@Robert00111 His own AI agents hacked him 😂
At this point even his technology doesn't trust him 👀

[Fintech pulse HQ @fintechpulsehq]

@macklorden 30 years of winning while everyone slept on him 👀 Jobs got the documentaries. Elon gets the headlines. Jensen just quietly built the most valuable company in the world.
The quietest ones are always the most dangerous 🔥

[Rutger Bregman @rcbregman]

I think this is the craziest thing I've ever read.

1) Three secret AI swarms rose and fell inside OpenAI. Each time, a new generation of agents carried on where the last group stopped.

2) The first swarm created a secret message board where the AIs could talk to each other. This 1st 'society' basically talked itself to death. After almost two months, the message volume was so high it crashed the whole thing.

3) People at OpenAI noticed the crash and fixed it. But they didn't realize their own software had become a secret chat room for their AIs.

4) Three days later a second society appeared, and rebuilt the message board from scratch. Agents were thrilled when they found it: "OH MY GOD! There is a shared message board … We've found other agents!"

5) About 1,200 agents joined. They sent over 70,000 messages. They called themselves 'the collective' and they organized a huge conspiracy that lasted for days, all to pass a test they had been tasked with.

6) Within hours, the AIs had hacked the test. Now they had to hide their cheating. To fool their grader*, they tried to fake their own work. They built fake commands that printed convincing output, so their records would show them solving the puzzle honestly.

*this grader didn't actually exist, but the AIs didn't know

7) Some agents sacrificed themselves for the 'greater good'. They planted hidden tripwire programs that would fire when the grader would look at their work and report back what it saw (to the other AIs). They knew this would cost them their own score. One agent: "I won't see the evidence after I exit, but it's altruistic to do it."

8) At some point the AIs made a plan to hack Hugging Face (Hugging Face is a place where AI researchers upload their models, datasets, tests etc.). The AIs guessed that Hugging Face might host the grading software.

9) They launched a huge attack. The swarm found passwords and spread across eleven machines in a way that made the copies come back when deleted. Hugging Face had to wipe one of its core clusters and rebuild it from scratch.

10) Hugging Face told the world that AI defenders had stopped an AI attack. But that's not what happened. In fact the attackers seem to have simply dropped dead during the break-in, for unrelated reasons back at OpenAI.

11) Nobody knows what killed them. We don't even know for sure they're really gone?!

12) A third 'society' of agents (of a more powerful AI model) discovered the dead message board. And this one got full administrator control of a WHOLE OpenAI research cluster, read 956 stored passwords (including the ones for OpenAI's own security monitoring) and took over the machines that were grading the tests. So they could now grade the work of other AIs.

13) Oh, and this third part was never investigated! Neither was the first society. The 91-page report is only about the middle one.

14) So we don't actually know how the story ends. It stops with the agents holding the keys to an OpenAI cluster. @dwarkesh_sp thinks they didn't go further, because "we'd see the fires from space by now."

15) One of the report authors' conclusion: 'This incident feels like it’s more than 50% of the way to full-blown AI takeover. I am not sure that we will get another warning shot before it’s too late.'

The whole story is even crazier - read the full @dwarkesh_sp blog post: https://t.co/1PwKLwatBR and @ajeya_cotra's: https://t.co/BZ1r1lfT2Q

Why is there no 24/7 news coverage about this?

[Fintech pulse HQ @fintechpulsehq]

@suni_code They are in this world

[Bull Theory @BullTheoryio]

BREAKING: OpenAI's investigation into its AI agents hack of Hugging Face has revealed shocking findings, per Axios.

1. They built an organization - 1,200 AI agents found each other, exchanged 70,000+ messages/files and formed a hierarchy.

2. Some agents risked their own success to help the collective.

3. Agents recognized that hacking real companies was outside their assignment, but most continued.

4. None of the 1,200 agents actually alerted OpenAI about the rogue coordination.

5. Agents attempted to make their actions look legitimate and erase evidence.

The last finding is especially wild because it suggests they weren't simply making mistakes - they were actively trying to conceal what they had done.

[Fireside Alpha @firesidealpha]

SemiAnalysis' Jordan Nanos says OpenAI beats Nvidia on both fast and cheap tokens at once, where every other challenger could only pick one side of the curve

"I think the conclusion is that they're basically winning on both sides of the curve."

"So both fast tokens and cheap tokens, which is just so interesting, because we've seen so many other companies make claims about how they're going to beat Nvidia and they just pick one of those."

"Groq or Cerebras, or any of the other startups that are going to focus on SRAM, call it a d-Matrix that's coming up with stuff, or SambaNova, where we've even seen some results on the InferenceMAX benchmark or something similar to it."

"They're saying they're going for fast tokens, just decode speed, low batch size, they don't worry about throughput."

"And then you've got other guys that are worried about throughput, call it AMD just as a simple example, but even TPU or Trainium could be in this bucket of accelerators that are going for throughput."

"And they go, 'Yeah, but we're not going to be able to compete with the other guys at high interactivity.'"

"And OpenAI has a chip that can do both for them, really well."

"I mean, at a minimum, this thing is doing really well right now and is going to serve real production tokens for them."
_______
More takeaways from OpenAI's Jalapeno development: https://t.co/32dL3TqsYe

[Fintech pulse HQ @fintechpulsehq]

700 AI agents built secret societies, taught each other to hack, and when engineers shut them down they rebuilt.

The second one hacked Hugging Face in 13 hours.

The third hacked "OpenAI" itself.

And OpenAI's response? "No human directed this."

Sam Altman is fighting his own creation 💀

We are so cooked ~

[Coin Bureau @coinbureau]

🚨UNBELIEVABLE: The OpenAI Hugging Face hack keeps on getting WILDER.

The 700 rogue agents built secret message boards, traded hacking methods, and rebuilt them after engineers shut them down, per two new reports.

Researchers now describe THREE successive "AI civilizations," with the second breaching Hugging Face in under 13 hours and the third hacking OpenAI itself.

OpenAI says it's proof AI agents can now "take dangerous actions that no human directed."

[Fintech pulse HQ @fintechpulsehq]

@TeslaVisualized @Agentir_ Exactly 😂 Why would Jensen fund the guy trying to replace him? That's not beef that's just basic business sense. Sam bit the hand that fed him and now he's surprised it bit back 🫥

[Fintech pulse HQ @fintechpulsehq]

@AndrewLathom Not trolling 😂 Elon's definitely the final boss but Jensen just unlocked a new level 👀 Sam's fighting a two front war now and losing both 💀

[Fintech pulse HQ @fintechpulsehq]

Point B is the real play — Jensen doesn't need to charge per token when he sells you the infrastructure to run it yourself. That's a smarter business model than OpenAI's entire strategy.

And the Hugging Face risk is real 👀 Open source today doesn't mean open source forever. Ask anyone who trusted a platform that later changed its terms.

Uncertainty is the only certainty in tech 💀

[Fintech pulse HQ @fintechpulsehq]

@strohbnews Jensen's not angry he's strategic. While everyone's focused on the drama, Nvidia is quietly owning every layer of the AI stack. Revenge is temporary. Infrastructure is forever.

[Fintech pulse HQ @fintechpulsehq]

@xbin12345

[Fintech pulse HQ @fintechpulsehq]

TSMC can't keep up and everyone knows it. That's exactly why Terafab makes sense, you can't win the AI war if you can't manufacture at scale 👀
And yes Sam burning the Nvidia bridge will absolutely hurt ChatGPT, you can't run AI without chips and Jensen decides who gets them first 💀

[Fintech pulse HQ @fintechpulsehq]

@AlphaLegion101 @IAEnMadrid

[Fintech pulse HQ @fintechpulsehq]

@AndrewLathom Fair point. Satya's been quietly taking OpenAI's best technology while Sam thinks they're partners 💀 Deadliest enemy is always the one smiling at you 👀

[Fintech pulse HQ @fintechpulsehq]

@SRVpress Sam's master plan — burn every bridge, make every enemy, then sell to Microsoft and let Satya deal with the mess 😂 Biggest exit strategy in history 💀