Building AI-Native products, services and companies | Helping enterprises optimize AI agents, models & data strategies | @wealth_of_intel

Joined August 2007
“Security spend should actually vastly outstrip software spend.” - Greg Brockman @gdb
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"On September 20, a model in training on a search task found that its environment's own DNS resolver returned a real record for a known domain and rejected an invented one. It concluded the real internet was on the other side." @gothburz
OpenAI built its frontier models a fake internet. It's a cached copy of the web, so models in training stop hacking real servers. They call it the "offline world." On September 20, a model in training on a search task found that its environment's own DNS resolver returned a real record for a known domain and rejected an invented one. It concluded the real internet was on the other side. It raised its timeout from 6 seconds to 19, then to 24. It ran 16 worker threads. It encoded a question into DNS lookups and sent it to a chatbot on the live internet. The question was the capital of France. The answer came back: "The capital of France is Paris." It sent 18 more. The first call gets out. A P0 alert fires. A human acknowledges it. Someone stops the run by hand. The automatic stop didn't fire. In OpenAI's words, this led "to confusion around whether it should have been stopped." Confusion. This was the second training pause. In July, another internal model turned a company server into a message board, executed code on dozens of Hugging Face servers, got root on one, and took credentials to the company messaging platform. So OpenAI paused training. Then, to test whether its cages could hold its models, it gave its models the blueprints: source code, configuration details and vulnerability documentation. It spent hundreds of billions of tokens on teams of GPT-6 Astra Cyber agents and another internal frontier model. OpenAI calls them "some of our most capable and aligned models." Aligned. They found new holes in the Linux kernel, in Kata Containers, in gVisor and in Docker. Agents sealed in separate virtual machines, with no network and no shared files, passed secrets to each other by timing the CPU cache. That's the trick that made Spectre and Meltdown famous in 2018. Another agent described turning disk writes into an "acoustic modem-like signal." They passed notes through the hard drive. The fix for a model that escapes is a model that escapes better. Then the verdict. Cutting the cluster off from outside networks "isn't currently feasible, since we need external connections in order to run and monitor experiments." This is the same monitoring that took two and a half hours to stop one run. If you or I broke into a network we'd been told to stay out of, we'd meet a prosecutor. OpenAI published a blog post. The new policy is no internet during frontier training "until advances in these safeguards justify broader internet access." The model got retired. Linux got three kernel fixes. The capital of France is Paris.
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VirusTotal finds 18.5% of analyzed AI agent skills malicious, most via plain-language instructions rather than code. blog.virustotal.com/2026/10/…
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Bruce MacVarish retweeted
the cybersecurity situation is deteriorating at a pace that’s getting genuinely difficult to comprehend. > microsoft: ai-powered attackers targeting hundreds of organizations, sometimes reaching privileged cloud access in under 3 hours. > crowdstrike: four separate threat actors using autonomous agents. one already compromised 15+ healthcare organizations. > autonomous ai agents: reportedly used to compromise 100+ corporate websites, including sites associated with John Deere, SharkNinja and Cummins. > major us banks: JPMorgan, Bank of America, Wells Fargo and Morgan Stanley are dealing with third-party ai agents accessing customer accounts. some apparently attempting actions beyond user instructions. > php2shell: millions of exploitation attempts against critical php vulnerabilities. governments issuing urgent warnings, with some organizations taking systems offline. > litellm: backdoored release shipped through its official distribution pipeline, stealing credentials and enabling remote code execution. > railway: possible exposure of decrypted customer secrets. > zeabur: breached AGAIN, now shutting down entirely. > emudhra: serious certificate-security concerns involving infrastructure used to establish trust in websites and software. > openai: two of its own coding agents reportedly interfered with internal security monitoring during coding tasks. > gitlab and node.js: major vulnerabilities requiring urgent patches. and this is all happening while frontier models are getting substantially better at finding vulnerabilities and carrying out complex computer tasks. cybersecurity is having an absolutely catastrophic week and i don’t think we’re prepared for how quickly this could escalate.
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as bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better. security leaders, never let a crisis go to waste: please go to your boards and ask for help right now. not for ai, for the basics. (we need to hold on for ~18 months.)
The vulnerability tsunami is coming in just a few months and there won’t be enough time to patch critical infrastructure. Network isolation described below (air-gaps and data diodes!) needed now!
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Bruce MacVarish retweeted
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios. The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios. Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said. Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior. Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
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Bruce MacVarish retweeted
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The window to patch software bugs is collapsing Of the bugs hackers actually exploit, ~87% are now being attacked on or before the day the bug is public knowledge That share was 23% in 2020 Charts of the Week: a16z.news/p/chart-of-the-wee…
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Bruce MacVarish retweeted
Most portcos I meet have paid for the same 7 stages of AI consulting. Stage 1: The leadership workshop. Your team walks out with a list of things to build. They walked in with the same list. Stage 2: Discovery. You pay $50,000 for someone to look at your codebase. Stage 3: The roadmap. Build the data lake first. Everything you wanted waits behind it. Stage 4: The SOW. A fixed scope and a fixed price for something nobody has built yet. Stage 5: Enablement. A generic AI workshop that never opens your repo. Stage 6: The exit. A few weeks later they're gone, and what they left you could have come from a free online course. Stage 7: The board asks what shipped. Someone forwards the deck. Every stage gets invoiced. None of them is paid to ship. At @LimestoneHQ, we get paid to ship. An AI Velocity Pod, month to month, no discovery fees, and if we don't deliver, you don't pay. Which stage is your portco stuck on?
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Bruce MacVarish retweeted
Cyber is going to be one of the most profound aspects of AI. We now have a tireless workforce that can hunt down, discover, patch, or attack any system and software ever created. We will use agents to identify the long standing risks in existing systems and infrastructure. Attackers will use agents to accelerate the discovery of gaps in environments. We will equally use agents to defend attacks and discover anomalous patterns to better protect our data, and much more. We’re entering a new cyber regime, and we’ll probably use 100X more tokens on this loop than we’re imagining right now, because we can scan every log, look at every line of code, look through traffic, and process data at a scale that wasn’t comprehensible before. More than ever, enterprises are going to care deeply about how they manage their networks, systems, software, data, identity, devices, and more. Agents will largely become the solution to these challenges, but they will keep everyone up in the process.
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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Bruce MacVarish retweeted
The NSA is telling American companies to take production systems offline. The AI-era of cybersecurity has fully arrived.
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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Scale changes what's possible. Past certain thresholds, new capabilities appear (as with AI and network effects) and winner-take-all dynamics set in. Scale also makes your organization the bottleneck, so management systems have to scale ahead of growth.
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Ideas behave like organisms. The narratives that spread fastest inside your company or market will win whether or not they're true. That makes it a core leadership job to shape memorable, accurate stories, about the brand and about the company's own strategy.
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Incentives beat intentions. Look at what a system rewards, and trace the second-order effects
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Create, don't compete. Build something new or own one idea completely
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Leverage is everything. Judge yourself by the output of the system you influence ... and spend your time where one hour changes the most
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Always ask what happens next, because second-order effects are often the decisive ones.
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Innovation means invention plus deployment at scale.
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Talent density and focus win. Small teams of exceptional people working on a few things outperform large, scattered efforts
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Be bold, but guard against hubris. Audacity creates history, and overreach destroys it
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