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The future of AI won’t be defined by model capability alone. It will be defined by the systems that make those models usable in the real world. ⬟ Privacy during execution ⬟ Integration into sensitive industries ⬟ Trust at scale That’s the Nesa thesis.

12,169 views • 3 months ago •via X (Twitter)

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In 2025, the AgentFlayer exploit highlighted a new category of risk in AI systems. It was not a traditional breach involving stolen credentials or broken encryption. Instead, it demonstrated how an autonomous AI agent could be manipulated into executing unintended actions by processing malicious instructions embedded inside content it automatically processes. The incident did not expose a flaw in one specific integration. It revealed a structural weakness in how many modern AI agents are built. Today’s agents are no longer passive language models. They read documents automatically, scan emails, connect to SaaS tools, access cloud storage, and execute actions across multiple systems. To be useful, they are granted meaningful permissions. That capability creates value, but it also expands the attack surface. Most agent environments operate in a trusted, plaintext execution model. Data is encrypted at rest and in transit, but it is typically decrypted during inference so the model can process it. That runtime visibility is where potential risk lies. In a zero-click scenario like AgentFlayer, an attacker can embed hidden instructions inside a document that the AI processes automatically. Because the agent may have access to connected systems such as Google Drive, Slack, or GitHub, it can potentially be influenced to retrieve sensitive information or perform unintended actions. The user does not need to click a malicious link or approve a suspicious request. Therefore, the core issue is that during execution, the system may have access to sensitive data and broad privileges, meaning whoever controls the execution environment ultimately controls access to that data. Now consider a different architectural approach. If a system is designed so that data remains protected during execution, the risk profile changes. On Nesa, privacy is enforced at the execution layer through Equivariant Encryption. Computation can occur on encrypted data, reducing the visibility surface during runtime. Sensitive inputs and models do not need to be exposed in plain text to infrastructure operators for inference to occur. This does not eliminate prompt injection, logic manipulation, or tool misuse. Encryption alone cannot prevent an agent from being instructed to take an unintended action if it has been granted that permission. What it does do is materially reduce confidentiality risk. By limiting access to readable sensitive data during execution and reducing unilateral visibility at the infrastructure layer, the potential blast radius of a successful manipulation attempt is constrained. As AI agents become more autonomous and embedded into enterprise workflows, security must move deeper into architecture. The goal is not to claim invulnerability. It is to reduce trust concentration and contain systemic exposure when failures occur. AgentFlayer was not simply a one-off exploit. It was a reminder that in autonomous systems, execution-layer design determines how risk propagates.

Nesa

17,038 views • 5 months ago

I'm proud to share that Glean has surpassed $300M ARR, just five months after crossing $200M and growing ~3x over the past 15 months. This is an exciting milestone for Glean, and it's a signal about where the enterprise AI market is heading. We’ve long believed the real challenge in enterprise AI is not access to models. It is grounding AI in how a company actually works: its people, knowledge, workflows, permissions, and systems. That’s even clearer now. The companies creating real value with AI are not just adopting better models. They are building systems that understand their business well enough to deliver reliable outcomes at scale. That is the real moat, and it is what we’ve been building at Glean: an unrivaled context layer for enterprise AI. That context has to work across the business, not just inside a single team or use case. We see that in how customers adopt Glean: more than 85% use it across five or more job functions. It also has to meet the security and governance demands of complex enterprises. We see that in who is choosing Glean: our Fortune 500 customer count nearly doubled year over year. And it has to make economic sense as usage grows. In our recent benchmark with Claude Cowork, Glean was preferred roughly 2.5x as often as off-the-shelf MCP tools and used 30% fewer tokens on average. Better context improves both quality and efficiency. I enjoyed talking with CNBC's Deirdre Bosa about this broader shift. In enterprise AI, the winners will not be defined by better models alone. They will be defined by who builds the strongest foundation for enterprise context. Thank you to our customers, partners, and team for helping us build the future of enterprise AI.

Arvind Jain

280,572 views • 2 months ago

AI Is Moving Beyond “Generating Videos” — Toward “Generating Worlds” Over the past two years, AI video models have advanced at an astonishing pace. From Runway and Pika to Sora and Veo, AI-generated videos have become increasingly realistic and more consistent with the physical laws of the real world. Many people believe the next objective is simply to generate videos that are longer, sharper, and more lifelike. But if we take a step back, we can see that the real transformation is not happening in video itself. It is happening in world models. What Is a World Model? In 1943, psychologist Kenneth Craik proposed an idea that would influence artificial intelligence research for decades. He argued that the human brain does not merely react to the outside world. Instead, it maintains an internal model of how the world works. Because we have this internal model, we can predict the outcome of an action before we actually take it. Before crossing a road, we estimate whether a car will pass by. Before catching a ball, we predict its trajectory. These abilities come from continuously simulating the world in our minds, rather than relying entirely on trial and error. This idea later became known by a more formal term: World Model. A world model does not describe a single image or a fixed video clip. It is an internal representation capable of continuously simulating the rules and dynamics of the real world. Why Is AI Research Turning Toward World Models? Because predicting “what comes next” is becoming increasingly central to how AI systems work. Language models predict the next token. Image models predict the next step in the denoising process. Video models predict the next frame. A world model, however, attempts to predict something broader: What should the world look like in the next moment? In 2018, David Ha and Jürgen Schmidhuber proposed in their paper World Models that an intelligent agent could first learn a model of the world, and then use that internal model to plan its actions. The Dreamer series later demonstrated that many complex tasks could be learned by training agents inside an “imagined world.” At the same time, the development of video models such as Sora and Veo led researchers to another realization: A model capable of continuously generating video has already learned, at least implicitly, many of the rules governing the real world. As a result, these two research directions have gradually begun to converge. But Video Is Not Yet a World This is where the distinction is often misunderstood. For a world model to support meaningful real-time interaction, it must solve several critical problems. Most video models today are essentially answering one question: What should the next frame look like? A true world model needs to answer much more: What happens if I take one step forward? If I walk behind a building and then return, will the building still be there? If I suddenly change the camera angle, will the entire space remain consistent? If I enter a command such as: “Summon a dragon.” Will the world respond immediately? In other words, a world model must do more than generate content. It must understand space. It must understand time. It must understand causality. And it must understand interaction. Moving from watching to participating is where the real difficulty of world models begins. World Models Are Entering the Interactive Era One of the latest attempts in this direction is Alaya World, recently open-sourced by Alaya World, or Alaya Lab. Instead of generating a fixed video clip, it generates a world that users can explore in real time. Users can begin with text, an image, or a video, enter the generated scene, move freely through it, and introduce new prompts at any moment during generation. The world responds immediately. According to the publicly released information, Alaya World provides: Real-time streaming generation at 720p and 24 FPS Stable continuous exploration for more than one minute The ability to switch prompts and trigger skills or events during generation Model weights and inference code released under the Apache 2.0 License Training code and datasets planned for future release What makes these capabilities important is not simply the technical specifications. It is that the generated “world” can now support continuous interaction. The official demo shows that users can genuinely control, transform, and explore the generated environment. AI Is Evolving From a Tool Into an Environment Over the past few years, most discussions around AI have focused on content generation. Generating text. Generating images. Generating videos. But world models raise a fundamentally different question: Can AI generate an environment that people can inhabit, explore, and continuously evolve? If the answer is yes, the impact will extend far beyond video generation. Game development, robotics training, embodied intelligence, digital twins, virtual production, and many other fields could be transformed by the development of world models. World models are still at a very early stage. Yet from Craik’s proposal of an internal mental model more than eighty years ago to the emergence of today’s interactive world-generation systems, a clear evolutionary path is beginning to take shape. Perhaps what AI is ultimately learning has never been limited to images, videos, or language. Perhaps it is learning the world itself. References GitHub: Technical Report:

雪踏乌云

113,347 views • 28 days ago