Permissionless

Tracking the AI narrative

[Permissionless @narrativereach]

Reuters on the PHP flaw and why exploits now take minutes, not months: https://t.co/BplSjWu2Sh

[Reuters @Reuters]

🔊 A critical flaw in PHP — the code that powers much of the internet — forced government websites across Europe offline. 'AI has really compressed the timelines here.' @razhael says hackers can now exploit vulnerabilities in minutes, not months https://t.co/myvporTs94

[Permissionless @narrativereach]

Every few hours, it seems like there’s a new software exploit.

This week, a critical PHP flaw forced government websites across Europe offline, and the NSA told anyone who couldn’t patch to take their systems down, and one attacker used AI agents to break into the websites of 100+ companies for about $50 a hack.

Exploits that used to take months now take minutes. And a standard VM still assumes you trust the host. The hypervisor, the admins, anyone who gets that far can read what’s in memory.

The hardware to close that gap already exists. The question is no longer how fast you can patch, it’s whether anyone else can see inside your workload while it runs.

[Matt Karas @the_mattyk]

The US debt is a runaway train.

Now sitting at over $40T, interest payments are exceeding $1T per year, more than we spend on our military and defense.

That’s at a ~3% interest rate, and we are about to roll over ~1/4 of the debt at ~5%.

There is unfortunately no saving this situation, we are past the point of “we can grow ourselves out of it.”

The only actual way out is curbed government spending and fiscal responsibility, which sadly will never happen so long as we have politicians in office who are not incentivized to think about the long-term. But the US cannot default on its debt, so the only way out is further currency debasement.

We are living through the modern-era fall of the Roman Empire in real time.

Wild times.

[Permissionless @narrativereach]

Reuters/Ipsos poll on What Americans think about data centers: https://t.co/OpAZWNVb1v

[Permissionless @narrativereach]

The writing is on the wall.

Public support for hyperscale data centers is collapsing, and 77% of Americans are now worried AI will drive up their electricity bills, and only 14% are okay with a data center near their home.

NY just became the first state to enact a statewide moratorium, and 300+ data center bills have been filed across 30+ states, and $64B in projects have been blocked or delayed.

Nvidia sees it too. They're pivoting to distributed compute: residential nodes, personal AI supercomputers, and a vision of "an AI supercomputer in every household."

The narrative is shifting from scale to sovereignty.

The question is no longer how big your cluster is, it's who owns the compute.

[Permissionless @narrativereach]

The full interview dives deeper into his argument: https://t.co/cPLeqmY3Gd

[Permissionless @narrativereach]

"The jig is up."

Palantir cofounder Alex Karp on what technical customers actually want:

"control over their compute, their models, their data stack, and their alpha."

Blind reliance on centralized providers is ending. Replaced by permissionless compute and true ownership.

[Permissionless @narrativereach]

@TargonCompute This is tuff

[Permissionless @narrativereach]

@TargonCompute