Ten thousand AI agents just cracked a million-dollar math problem in 88 hours. The US government accused six Chinese AI firms of industrial-scale model theft. #98
The TopCat AI Signal Report by Coach Clement
Episode notes
The TopCat AI Signal Report #98.
In today’s 5-minute brief, host and analyst break down the four signals that matter for anyone tracking AI capability, national security, and deployment economics:
🔹 OpenAI’s Navier-Stokes Millennium Prize proof — agents, Lean verification, and the controversy
🔹 The FBI/NSA/CISA advisory accusing DeepSeek, Alibaba, Moonshot AI & others of distilling US frontier models
🔹 Positron AI’s $875M raise and why inference silicon is being priced as strategic infrastructure
🔹 AI Security Alert: Claude Code backdoor warning + infostealer malware campaign + Anthropic’s threat-intel report
🔹 Market Outlook: why inference economics — not training — is now the decisive battleground
If you’re an AI analyst, tech investor, or enterprise leader trying to separate signal from n ...