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.aeon ⭐'s security software is already running inside companies like SpaceX.. @aaronjmars broke down the security framework: $AEON is an AI framework built for background intelligence, agents that run continuously for weeks or months, self-evolving and adapting to real conditions rather than firing once when a human pushes a...

30,577 次观看 • 7 天前 •via X (Twitter)

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This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.

Ricardo

1,816,013 次观看 • 7 个月前

Anthropic admitted they built an AI so capable they were scared to release it and the number that explains why is 250. Anthropic's CFO Krishna Rao described in this clip what happened when they ran Mythos against an open source codebase that a previous frontier model had already analyzed. The prior model found 22 security vulnerabilities, Mythos found 250. In the same codebase, that the previous model had already reviewed and flagged as relatively clean. That number, more than 11 times as many vulnerabilities discovered is not just a benchmark improvement, it is a signal that there is an entire layer of software infrastructure that humanity has been operating under the assumption was secure and that assumption may no longer hold. The UK AI Security Institute independently evaluated Mythos Preview and confirmed what the internal numbers suggested. On expert level capture the flag challenges that no model could complete before April 2025, Mythos succeeded 73% of the time and it became the first model ever to complete a complex end-to-end attack range from start to finish, autonomously, without human guidance. The World Economic Forum called this a new security-driven era for AI, the Governor of the Bank of England publicly warned that Anthropic may have found a way to unlock the entire cyber-risk landscape, and the European Central Bank began quietly contacting financial institutions to assess their security posture. The response from Anthropic is what makes this story genuinely important. Rather than shelving the model or publishing it as a standard API release, Rao described a phased approach restricting access to a controlled group, focusing specifically on how the cyber capabilities can be used defensively rather than offensively and treating that framework as a template for how to release powerful but dangerous models in the future. The broader context makes that framing even more significant. AI generated code is already creating ten times more security vulnerabilities than human-written code, 63% of organizations reported experiencing an AI driven cyberattack in the past 12 months, and traditional signature-based security tools were built for a threat model that no longer describes the attack surface companies are defending against. Mythos represents a genuine leap in what autonomous security reasoning can do and it cuts both ways. The model that can find 250 vulnerabilities in a codebase a prior model rated as mostly clean is also, in the wrong hands, the model that can exploit those 250 vulnerabilities before a human defender has even finished reading the report. Anthropic's phased release strategy is not just a legal or PR decision, it is the most honest signal yet from a frontier lab that safety governance and capability development can no longer be treated as separate workstreams. The question is not whether this technology gets deployed, it is whether the institutions using it defensively stay ahead of the ones who will eventually use it offensively and whether the labs building it can keep those two timelines from inverting.

Milk Road AI

24,356 次观看 • 3 个月前

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Dustin

203,575 次观看 • 6 个月前

.Haseeb Qureshi >|< calls any team not running its releases through frontier-model security scanning "delinquent": "We are in a world where the previous rules around cybersecurity no longer apply. Because the reality is, if you can find this bug for $2, the team that was building this also could have done security scanning for $2. What were they doing?" "GLM has been out for a while. Kimi obviously more recent, but even just doing this on Opus would have cost probably four or five times that at most. Supposedly somebody ran Claude Code and found this in two minutes." "So what all this tells you is that there are companies that are going to survive this transition, and there are companies that are not. And there's going to be this kind of COVID-like mass inoculation period that we're going through right now in cybersecurity." "It's probably going to be a very centralizing force, because it means there's gonna be more consolidation toward the companies that have good security practices, have enough money to spend real dollars on security engineering, and are gonna be running every release through thousands of dollars of security scanning from frontier-level models." "If you are not doing that now, you are delinquent. You are already behind. You are putting your users and your company at risk." "AI is kind of an everything technology. It's like this background radiation now that is just touching everything that is software based." Dragonfly >|<

MTS

12,086 次观看 • 26 天前