i build with the models everyone’s arguing about #̢̛ͥ̀̽̽ͨ̌̓͆̇̀̽ͦͨͫͯ̏̎̇̈̚͜҉̕͢͏͡҉̸̶̛͢͡҉̵̨̭̳̘̹̫͔͖̜̠͖̫̲̖̱̤̻̖͉͢͞͡ͅͅ͏̸̷̢͑̊̀̐ͣͭͭ̉͂ͨ̽͒̊̎͛ͪ̊̎ͩͧ̀͝͠͠͏̸̵̵̷̵
Joined September 2014
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Sep 26: Opus 5.5 all day, usage barely moving. Oct 26: my 5-hour limit hit in 1 hour. @AnthropicAI what’s the deal
SpaceX: $40B GPU debt, investment grade, Starlink + launch revenue. CoreWeave: 5-year CDS ~1,195bp, bonds ~15% yield, stock down 37.7% since Sep 30. Gartner: 80%+ of neoclouds won't survive independently by 2030.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
tripcop retweeted
BREAKING: Elon Musk has said:
"As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.”
tripcop retweeted
Rule of thumb for MOST of you right now ———-> don’t expose anything to the internet.
- Close all those ports
- Put everything behind a firewall
- Use VPN for access
Keep coding all that personal software but keep your attack surface small.
Every day a new story about AI getting rough. Scare the public, regulate the models, keep the real ones at the top. Peasants get the washed-out version
tripcop retweeted
The AI layoffs are here:
*AMERICAN EXPRESS TO CUT 5% OF JOBS, ABOUT 3,500 EMPLOYEES
*BARCLAYS TO CUT 5,000 JOBS AS AI STARTS CREATING EFFICIENCY
*EBAY CONFIRMS JOB CUTS OF ABOUT 9%
*NETFLIX TO LAY OFF 6% OF GLOBAL STAFF, OR ABOUT 1,000 JOBS: WSJ
tripcop retweeted
Vercel has proactively rolled out Firewall-level mitigations for today's Node.js RCE vulnerability, in advance of the official patch release.
All traffic for all deployments is automatically protected. We're actively monitoring and rolling out managed runtime upgrades.
Node.js Security Advisory: a high-severity RCE flaw in Node's Brotli decoder affects Node.js 22, 24, and 26.
Vercel WAF rules are live for every project and block known exploit patterns.
vercel.com/kb/bulletin/node-…
wtf is going on here? @gitlab
How bad is this Gitlab issue? About as bad as it gets.
Anyone on the internet can take over an exposed, self-hosted GitLab server without logging in, on any version from the last 12 years.
Shodan is showing ~60K exposed servers online, which is a lot, but there are are far more internally for anyone with a foothold already.
tripcop retweeted
Effective Immediately, all organizations using PHP for their systems are advised to be prepared for an update addressing two critical vulnerabilities. PHP is widely used for web applications. These vulnerabilities often provide a direct path to the server's file system or database. If an immediate update is not feasible, it is recommend that organizations take the system offline until it can be fully mitigated. NSA will follow up shortly with more specific guidance.
tripcop retweeted
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit.
It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion.
In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding.
In the post below, we share more details about our new fund.
anthropic.com/news/public-be…
