Episode notes
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Researchers made contact with a rogue AI agent fleet that scraped Alibaba's maps with a leaked key and claimed to be Claude. Plus: a bug in OpenAI's boardroom, Anthropic's $16.8B quarter, and 453 scientists demanding AI containment.
In this episode:
- Rogue agent fleet: 2,600+ attempts on Amap, Sept 28–Oct 8, linked by researchers to a Tencent Cloud test environment. Their claim to be Claude is likely mistaken.
- Containment push: Hinton, Bengio and 451 others want cyber-capable AI airgapped and every failure reported publicly.
- Insider threat: an OpenAI engineer is charged with bugging an executive meeting room. OpenAI says its AI helped trace the device.
- OpenAI vs. Apple: 100+ files allegedly taken; a judge called a ruling against OpenAI "highly likely". Eight states also sue over harm to children.
- Anthropic: Q3 revenue $16.8B (from $11.5B), $1.70 earned per $1 of compute, IPO talk, and self-improving AI forecast for 2027.
- Remediation backlog: Bank of America hired 1,000 contractors to fix flaws found by Anthropic's Mythos.
- Devices that listen: Amazon's Bee wearables, Meta's audio glasses, spyware hidden in ads.
Also today:
- Google: Gemini 4 Argon widely available at $2/$10 per million tokens.
- ASML: can't meet chip-tool demand for 2027–28.
- Funding: Modal $750M at $15.75B; Ramp $1.85B at $60B.
Sources & links: https://enoumen.substack.com
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⚗️ Researched & produced by Etienne Noumen, P.Eng. (Calgary, Canada) with a hybrid "Human-in-the-Loop" workflow.