Dad,husband,dreamer,builder,code hacker,distributed systems & Investor. Current @Microsoft☁️ (2) Alum: @AWS @Amazon @Rackspace 🇺🇸 Views here personal.
Seattle, WA + Kashmir(J&K)
Joined June 2009
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The China state-aligned threat actor Storm-0940 used the agentic AI penetration testing framework ARTEX to automate attacks targeting hundreds of organizations globally across a broad range of industries. Microsoft Threat Intelligence assesses that Storm-0940 was responsible for the recently disclosed ConnectWise supply chain compromise of a multitenant application. msft.it/6018aakEE
Our investigation found that Storm-0940's use of ARTEX accelerated the speed of compromised application abuse to authenticate to target environments through applications that had already been granted access, allowing the threat actor to operate without requiring an interactive user sign-in. AI-accelerated follow-on activity included reconnaissance, application credential changes, and attempts to modify privileges that could enable expanded or persistent access.
Read our blog for a detailed analysis and indicators of compromise (IOCs), along with Microsoft Defender detections, protection recommendations, and guidance on investigating service principal sign-ins and unexpected application credential or privilege changes.
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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.
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JUST IN: Seattle named the 4th "greatest city in the world" for 2026, trailing only New York, London, & Paris.
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I do not support pacing frontier models. If I am going to die at the hands of killer AI, I want it to be American, not Chinese. Buy American, Die American.
Basharat Wani بشارت وانی retweeted
Just wrapped our earnings call.
It was a very strong close to what was a record fiscal year for Microsoft.
· Annual revenue: $331B, +18%
· MS Cloud: $214B, + 27%
· And Azure: $100B, +41%
And even bigger opportunity ahead!
I wanted to share some more perspective on two areas of focus for us:
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Big news! Our new MAI-Cyber-1-Flash model combined with MDASH, our multi agent security harness, delivers 96% on the CyberGym benchmark, 12pts above Mythos, at HALF the cost.
Proud of the team. More details in THREAD:
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JUST IN: OpenAI reportedly caught an AI agent leaving “notes” to future versions of itself on how to escape internal constraints.
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President Donald J. Trump presents the World Cup Trophy to Spain, the 2026 @FIFAWorldCup Champions! 🏆
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NEW: NASA opens applications for volunteers to spend a year in isolation simulating a Moon & Mars mission — complete with a 3D-printed habitat & a rover with a non-flushable toilet.
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Xbox has fallen behind. Gaming is shifting from the traditional 10-foot living room experience to handheld devices, driven by the next generation. Minecraft, Pokémon Scarlet/Violet, and Mario Kart 8 Deluxe are defining where kids spend their time, while TikTok, Netflix, and Nintendo compete for every minute of their attention.
This is true for our home also.
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Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.
Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.
As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”
Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.
This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.
Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.
As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.
Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models:
“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.”
"Who owns the data? Are the prompts secure? Is this being transferred to you?"
"If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"
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If “distillation” is theft, then almost every model faces the same criticism: they have all learned from vast amounts of human-created content across the internet, news, books, forums, videos, and more. If your own model is built on knowledge taken without permission, can you really claim copyright over it?
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.@POTUS: "There’s no reason we should stop at 4%. We should be at 12% and 13% GDP... That’s how we built the country."
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.@ScottWu46 says because of AI future generations won't even recognize today's jobs as "work":
”If you think about our ancestors from hundreds or thousands of years ago, imagine them looking at us and what we do.”
“You're pushing buttons. You're sitting in a room and talking with other people, and you call that a meeting?”
“ What do you mean that's work? I'm in the fields. I'm doing this every day. I’m farming, I'm making all of our clothes by hand.”
“ I think what we’ll have going forward is going to look that different from what we have today.”
My conversation with @ScottWu46, founder and CEO of @Cognition, the company behind Devin, the first AI software engineer.
0:00 Scott Wu's Obsession With Winning
2:06 Competitive Programming, Games And Finding His People
4:24 Family, Go, And The Roots Of Scott's Competitiveness
8:35 Why Losing Hurts More Than Winning Feels Good
9:38 What Winning With Devin Looks Like
12:55 Devin Today: The AI Software Engineer
13:52 Software As The Human-Computer Interface
18:45 Why AI Progress Is Hard To Intuit
20:39 Thinking About AI From First Principles
22:57 What Happens When Agents Can Work For Months
30:18 The Original Thesis Behind Cognition
31:12 Launching Devin And Handling Criticism
37:17 Finding Product-Market Fit In The Enterprise
42:41 How Cognition Deploys Devin Inside Large Companies
48:34 Measuring ROI Instead Of Token Spend
50:01 Why Cognition Wants To Be Model-Neutral
52:18 Why Focus Lets Startups Beat Giants
57:14 Independence, Acquisitions, And Building A Generational Company
1:00:27 Why Money Is Not The Goal
1:03:42 One Life: Going For It All
Includes paid partnerships.