@MTSlive

Chronicling the singularity

mts.now
Joined March 2026
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CYBER NIGHTMARE | DEEPSEEK RAISES $15B | BLAKE SCHOLL ON MTS xitter.cf/i/broadcasts/1DGleVyRz…
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Boom Supersonic CEO @bscholl explains why we got Star Trek's iPads but not its warp drives: "Star Trek Next Generation, touchscreens, everyone’s walking around with an iPad. We got that, but we didn’t get the photon torpedoes, we didn’t get the warp drive. We got all the low energy sci-fi, but we didn’t get the high energy sci-fi." "Thomas Edison flipped the switch on the very first electric grid in 1882. From 1882 through to 1973, there was exponential increase in power production per capita, doubling about every 11 years. And then in 1973, something went wrong, and that trend stopped." "Since the year 2000, our population has increased faster than our energy. The amount of energy available to the average American is actually less now than it was 26 years ago." "We’ve shipped all the manufacturing to Asia. I think we all know now that was a terrible idea. China’s got three times the energy production of the US." "The way to bring it back is not bring it back, but invent the next generation of manufacturing technology here. We’re gonna need a lot of power for that. And of course, AI." @boomsupersonic
Today Boom unveils our first completed supersonic turbine core, a 2GW Superfactory, and—one more thing—the world's most advanced all-digital foundry to cast single crystal turbine blades and vanes
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Boom Supersonic CEO @bscholl reveals why most data center water usage comes from cooling turbines, not servers, and how his new turbine doesn't need a single drop: "Number one is you just can’t get power from the grid, so now you gotta get turbines. Can’t get turbines without waiting for years or paying exorbitant prices on the secondary market." "The public’s got concerns. If you’re gonna pull electricity from the grid, our electricity price is gonna go up. What about water usage? The dirty little secret is that most data center water usage isn’t the server cooling, it’s actually the turbine cooling. This turbine doesn’t need a drop of water, and it lets you make your own electricity." "The third thing is noise. We’re gonna make this an ultra quiet turbine. It’s from the same team that made sonic boom go away entirely, so I’m pretty sure we can make a turbine quiet too." @boomsupersonic
Today Boom unveils our first completed supersonic turbine core, a 2GW Superfactory, and—one more thing—the world's most advanced all-digital foundry to cast single crystal turbine blades and vanes
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Boom Supersonic CEO @bscholl explains why the race to AI superintelligence could come down to turbine blades that only a couple of companies on Earth can manufacture: "The hardest stuff are the turbine blades that spin at ten thousand RPM in an environment that is about three thousand degrees, hotter than Starship on re-entry." "They have to be actively cooled, or they will melt. @elonmusk talked about this a couple days ago on the SpaceX earnings call." "Those blades are the bottleneck in all of turbines, and turbines are the bottleneck in all of energy, and energy is the bottleneck in superintelligence." "You take this molten metal, and it freezes in such a way that the atoms all line up in one perfect grid. Billions and trillions of atoms in one perfect grid. There are only a couple companies on the planet that can do this, they’re supply-constrained, and they’re certainly not gonna hand their manufacturing capacity to a startup." "We’re gonna be doing that ourselves. We are building an all-digital foundry. Our goal is to go in twenty-four hours from a turbine blade design to the world’s most advanced single crystal casting. I don’t think there’s anywhere you can actually do that today." @boomsupersonic
Today Boom unveils our first completed supersonic turbine core, a 2GW Superfactory, and—one more thing—the world's most advanced all-digital foundry to cast single crystal turbine blades and vanes
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Boom Supersonic CEO @bscholl reveals how building the XB-1 supersonic aircraft exposed a broken aerospace supply chain where parts took 18 months to arrive despite taking just 3 days to manufacture: "This engine is built by the same team that built our XB-1 supersonic aircraft, the airplane that broke the sound barrier last year, proved that sonic boom didn’t have to be a thing, and resulted in legalization of supersonic flight. We probably learned ten times more than we thought we would." "The traditional aerospace supply chain in this country, I have no polite words for it. Let’s just say it sucks. Our engineers spent more time waiting for parts than they did designing, assembling, and building." "We coined a term we call the slacker index. How long it takes to get something divided by how long it actually takes to make it. There were things that would take 3 days to manufacture but take 18 months to get." "We decided it was time to go vertically integrated, not just designing the engine ourselves, but actually making the parts too." @boomsupersonic
Boom! We cracked it! Today we are introducing Boomless Cruise—supersonic flights up to 50% faster with no audible sonic boom. We quietly (har har) demo'd this on XB-1's first supersonic flight—three times actually. 🧵👇
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Ex-OpenAI science head @kevinweil warns America risks losing its pharmaceutical capabilities to China the same way it lost manufacturing: "We started by offshoring the low-skilled manufacturing work. Then over time we pushed more and more out of the country, and we lost the muscle." "There’s this amazing quote from Andy Grove: abandoning today’s commodity manufacturing can lock you out of tomorrow’s emerging industry. That is the path that we are on with pharma. It’s not too late to take it back." "If you’re gonna bring it back, you’ve got to change the economics. There’s an economic reason why this all moved out. The way that you change the economics is with robotics and AI and automation." @warpsciences
Replying to @kevinweil
On #2: Andy Grove once said “abandoning today's 'commodity' manufacturing can lock you out of tomorrow's emerging industry” and nowhere is this more true than in pharma and life sciences. Over the last 20 years we have shifted much of the drug discovery process to large Chinese contract research organizations (CROs) like Wuxi—a company which was added to the DoW’s list of “Chinese military companies” in June. We’ve seen this multiple times now. When the work moves overseas, the expertise and infrastructure follow. We're at risk of losing the ability to turn our ideas into medicines. That’s an unacceptable dependency for something so central to our health and our future.
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Ex-OpenAI science head @kevinweil explains why AI is making breakthroughs in math and coding but still struggles to discover new medicines: "We now live in a world where it doesn’t matter whether you learned how to program, you can turn any idea you have into an actual working product in a few minutes." "You got models solving Navier-Stokes and making progress on the Riemann hypothesis. But I think the biggest impact that AI will have for the world will be in sciences." "These fields of science are so empirical. You don’t just think really hard about how you find a molecule that binds to the protein. You run experiments. If we want models to do that, the models need to see that data at scale." "This is why there’s such a difference between model performance in mathematics and software engineering and model performance in science." @warpsciences
Replying to @kevinweil
On #1: I was previously CPO and VP of Science at @OpenAI, and I couldn’t be more optimistic about the future. Anyone can use AI today to build an idea in minutes, and we’ve just seen models solve Navier-Stokes and make progress on the Riemann Hypothesis. But the reality is that AI is not yet at the same level in the physical sciences, especially in places like drug discovery where it could do the greatest good. The reason is simple: these are highly emergent and empirical sciences, and they move forward through data and experiment. The models don’t have access to the type and volume of experimental data they need.
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Ex-OpenAI science head @kevinweil reveals how America outsourced a critical 3-5-year stage of drug development entirely to China: "Imagine you and I start a drug discovery company. You have a hypothesis that if we could inhibit this protein with a drug, we have a positive effect on people’s cancer." "You find a molecule that binds to the protein, but most likely that first molecule is gonna be toxic, or not soluble, or not very potent. Instead of a little pill, you have to take a kilogram of it." "You spend the next three to five years making variations of this molecule hoping that you find one that is less toxic, more potent, more soluble." "The thing that people don’t know is that whole three to five years of making and testing molecules, we’ve outsourced it entirely to China. We cannot depend on a geopolitical adversary to do this work for us." @warpsciences
💥 Introducing Warp Sciences, a new company applying AI and robotics to help the world develop new medicines faster. We’ve raised a $215M Series A led by @lightspeedvp to bring frontier AI out of the browser and into the lab, and build scientific capacity here in America. I co-founded Warp with my long-time friend @dpatil, FAIR co-founder @manohar_paluri, and drug hunter Sol Reisberg. The early team is full of incredible people like @bkspears9, who helped achieve Q>1 fusion at LLNL.
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Ex-OpenAI science head @kevinweil on his $215M plan to build robotic labs that run 24/7 and bring drug research back from China: "We’re building robotic labs that do science at scale, and we’re doing it here in America. Doing science at scale is the way we generate the training data the models desperately need." "We need to reshore scientific capabilities from China so that we don’t lose our pharma industry the way that we lost solar and drones and manufacturing." "We’re not developing drugs on our own, we are building the infrastructure so that everybody who does develop drugs can go faster." @warpsciences
💥 Introducing Warp Sciences, a new company applying AI and robotics to help the world develop new medicines faster. We’ve raised a $215M Series A led by @lightspeedvp to bring frontier AI out of the browser and into the lab, and build scientific capacity here in America. I co-founded Warp with my long-time friend @dpatil, FAIR co-founder @manohar_paluri, and drug hunter Sol Reisberg. The early team is full of incredible people like @bkspears9, who helped achieve Q>1 fusion at LLNL.
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SITUATION DETECTED: Warhound launched from stealth today with a $200M seed at a $1.2B valuation. Ben Lamm and Palmer Luckey are cloning gene-edited bio-enhanced dogs and equipping them with custom Anduril vests, goggles, and sensors for the military and law enforcement.
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Project Eleven CEO @apruden08 warns AI will put everything exposed to the internet under constant attack, just as crypto has been for years: "No one cares about security until they do. What people are coming to appreciate about security in the AI era is that everything that’s exposed to the web will be under constant attack." "The cost of attacking this infrastructure, if you’re a hacker, has dropped to basically zero. You can spin up any amount of agents and start pressure testing infrastructure all the way down to open source libraries." "This is similar to how crypto has been from the beginning. I’m trying to think of a word that’s nicer than paranoid, but you kind of need to be paranoid. In the post-AI cybersecurity landscape, everyone is going to need to have a security-first mindset." @projecteleven
Assumes three things: (1) that the state of the art models are widely available/open-source. That is contrary to what my expectations are w.r.t. incentives. Whether for safety or revenue, OpenAI and Anthropic have reasons to gate their best cyber models and make you pay up for an AI-audit basically. That doesn't slow down sophisticated attackers much: nation-states will pay or build their own anyway. What it does is make AI-assisted defense something only large organizations can afford, leaving the long tail, where most of the easy targets are, exposed. (goes without saying that open source libraries maintained by volunteers are probably toast no matter what) (2) that the security vulnerabilities themselves are "shallow" and easily detectable. If bugs are deep, finding them takes a lot of tokens per line of code, and that's where the asymmetry bites: because defenders have to secure the whole surface area of their codebase against attack, dollar for dollar they will not be able to spend as much in tokens to *harden* every LOC as the attackers will be able to spend to *break* one specific point. A few reasons to doubt (2): a. The PHP vulnerability was a very deep bug that many people overlooked. b. It's been shown that just spending more tokens can get better results. (e.g. the Claude Riemann-Zeta result, where the engineer basically just kept prompting the model to "keep trying") c. ecdsa dot fail, the more tokens get thrown at the problem, the more progress gets made. Implies that spending more on tokens surfaces more insights as you get deeper into the problem. On their own, b. and c. cut both ways: if more tokens produce better results, defenders get more tokens too. They favor the attacker because of the asymmetry: the defender has to spend tokens hardening every line, while the attacker only has to spend them on one. (3) that the pace of software development slows down to the pace of security engineering. If anything, AI is vastly *accelerating* the product/engineering cycles, and exponentially *more code* will be produced in the coming years. Hard to imagine that security tools will be able to keep pace (security is always ignored by everyone until it's impossible not to). Defenders do have home-field advantages: source access, and the chance to scan code before it ships. But that only helps the orgs that actually do it, which brings us back to (1) and (3). So it's not obvious to me that AI favors the defense. In fact, at the limit things will settle to roughly where they stand today: attacker has slight advantage based on the asymmetry of resources they can bring to bear against one, carefully selected target. AI tools can certainly help improve security, but not enough to overcome this fundamental asymmetry and flip the advantage to the defender, imho.
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SITUATION EXPLAINED: DeepSeek is closing a $15 billion raise, and its backers include Tencent, CATL, and a dishwasher maker. • The round is about 100B yuan, double the original 50B yuan target, at roughly 500B yuan (about $70B) before the new money • Carmaker Geely, delivery giant Meituan, and chipmaker GigaDevice joined too • Most of the backers are companies in China’s tech supply chain rather than VC firms, which could make DeepSeek a core part of that chain • That valuation is a fraction of what top US labs are worth, with Anthropic’s last round valuing it at $965B • DeepSeek hired CITIC Securities in September to prepare a possible IPO on Shanghai’s STAR Market @theojaffee: "It’s a sort of flywheel where DeepSeek helps Huawei build chips that are then used to train the next DeepSeek model that then makes DeepSeek money that they can use to invest in chips made by Huawei. It’s a virtuous cycle."
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SITUATION EXPLAINED: Elon Musk just backed a $3.5 trillion merger of SpaceX and Tesla, which would be the biggest deal in history. • Musk backed it on an investor call, but he’s conflicted and has to stay out of the talks, so insiders worry it’ll draw shareholder scrutiny and add weeks of delay • Independent committees at both companies are weighing SpaceX buying Tesla or a new holding company, likely in an all-stock deal • It echoes Tesla’s 2016 SolarCity buyout, where Musk was also on both sides, which led to years of lawsuits • Tesla shareholders would likely want a premium, which Wedbush’s Dan Ives puts at about $500–550 a share • Musk has said since 2024 he wants about 25% voting control of Tesla, and analysts say a merger would give him control of the combined company • The companies’ AI and chip work now overlaps, and closing before Trump’s term ends could help the deal avoid a tougher antitrust review @theojaffee: "Elon has just been grinding away at the exponential for years and years and years."
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Kong CEO @sonicaghi warns AI is giving hackers nation-state-level capabilities while companies deploy agents they can't secure: "In the last 24 hours we had PHP2Shell, a bunch of gateways got compromised, and the frequency’s increasing. You have now nationwide type of attacker powers by leveraging models, and the companies haven’t defended themselves through security models." "Agentic enterprise and agentic coding is creating a whole new surface that most of the time is non-deterministic. That creates a lot of empty spots to be attacked." "We do rate limiting, blocking, and a kill switch. This is becoming a large risk into boardrooms of the Fortune 500s." @kong
Two critical vulnerabilities have been identified in PHP, a widely used programming language that powers websites and web applications. These vulnerabilities (CVE-2026-109618 and CVE-2026-109619) could allow malicious cyber actors to remotely execute code in PHP core, potentially compromising sensitive data and networks. The FBI urges organizations to take the following steps now: ➡️ If an immediate update is not feasible it is recommended that organizations take the system offline until it can be fully mitigated. ➡️ Immediately update affected PHP installations following the guidance on php.net. Inventory where PHP runs in your environment, prioritizing internet-facing systems and vendor products that bundle PHP. ➡️ Monitor web servers for suspicious activity, including PHP processes unexpectedly launching command shells or downloading files. Ensure appropriate process-monitoring capabilities are in place to help identify potential exploitation. ➡️ If you find signs of compromise, isolate affected systems, preserve your web server and PHP logs, and report it to your local FBI field office or ic3.gov. Those reports help us identify the actors involved and warn other organizations before they become victims. For the latest information, follow PHP’s announcement on php.net, CERT-EU Security Advisory 2026-018, and CISA’s Known Exploited Vulnerabilities catalog.
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Kong CEO @sonicaghi reveals token traffic through its gateways is growing 140x year over year, approaching 1 quadrillion tokens: "The number of tokens is growing exponentially. For the subset that we see, we are running about 500 trillion tokens, going to a quadrillion soon, because it’s growing 140x year over year." "The cost per token is going down, and inference will still be exploding. We’re gonna live in this enterprise world that is more multi-model, cheaper tokens, cheaper levels of intelligence." "The next pieces are, how do we secure it? How do we govern it? How do we cost control it?" @kong
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Former DOE security engineer @asynchronous_x explains why America's critical infrastructure hasn't been attacked more often despite its networks being riddled with security holes: "The work I used to do for the Department of Energy was around critical infrastructure. They’ve relied on obscurity, you don’t know that they’re there, so why would anyone attack us. As soon as you took any sort of magnifying glass to their networks, they were usually riddled with holes." "The reason they haven’t gotten attacked so much is because the repercussion is so much higher. If you compromise a water treatment facility and you accidentally end up killing people, that’s gonna have extreme repercussions versus if you steal some cryptocurrency." "We’ve been relying on political and other methods for keeping them safe rather than actually making them secure."
Two critical vulnerabilities have been identified in PHP, a widely used programming language that powers websites and web applications. These vulnerabilities (CVE-2026-109618 and CVE-2026-109619) could allow malicious cyber actors to remotely execute code in PHP core, potentially compromising sensitive data and networks. The FBI urges organizations to take the following steps now: ➡️ If an immediate update is not feasible it is recommended that organizations take the system offline until it can be fully mitigated. ➡️ Immediately update affected PHP installations following the guidance on php.net. Inventory where PHP runs in your environment, prioritizing internet-facing systems and vendor products that bundle PHP. ➡️ Monitor web servers for suspicious activity, including PHP processes unexpectedly launching command shells or downloading files. Ensure appropriate process-monitoring capabilities are in place to help identify potential exploitation. ➡️ If you find signs of compromise, isolate affected systems, preserve your web server and PHP logs, and report it to your local FBI field office or ic3.gov. Those reports help us identify the actors involved and warn other organizations before they become victims. For the latest information, follow PHP’s announcement on php.net, CERT-EU Security Advisory 2026-018, and CISA’s Known Exploited Vulnerabilities catalog.
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Former DOE security engineer @asynchronous_x warns AI is narrowing the gap between junior hackers and agencies like the NSA: "We used to have this thing in industry where we would say, this is pretty secure, unless your threat actor is the NSA." "Now with AI tools you can take more junior people with less expertise, and they can make more sophisticated attacks. Somebody that would’ve been a less high-level threat actor before could potentially become a much more dangerous threat actor." "There’s plenty in the industry that think we should limit access to these tools because it can make smaller threat actors much more dangerous."
Some stats on #php2shell. In the 10 hours before it was publicly announced, across the @Cloudflare network we saw thousands of attempts to exploit it. That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within 2 hours, and millions now.
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Former DOE security engineer @asynchronous_x explains how a miscommunication turned a planned PHP2Shell fix into a race against hackers: "It should have been the best-case scenario. Security researchers identified these vulnerabilities, developed proof of concept exploits in advance, and were informing the PHP core team for fixes. That whole part was working fine." "The reason this one’s unique is there was basically a leak of the vulnerability before the disclosure. That was supposed to be released on October 22nd, today. Unfortunately, there was a miscommunication, and they released some of the details early. So there was this panic race where the problem is out in the wild, but we don’t have a fix prepared yet." "The thing it’s taught the security realm is that we probably can’t rely on coordinated disclosure anymore. If the speed at which people can develop exploits is now so fast that we can’t possibly rely on things not getting leaked, then it’s not something we can lean on as much as we used to."
OpenAI models helped researchers—operating as part of our Patch the Planet initiative—discover critical security flaws in PHP, an open-source programming language used to run an estimated 70% of websites. Over the past two months, we led a coalition of maintainers, researchers, and security providers to prepare fixes and protections ahead of disclosure. This duration was necessary because the fix was quite intricate and required a major change to the PHP engine. Every site using PHP can now safely upgrade their version to stay secure, in addition to applying mitigations from various security vendors. Due to the severity of these flaws and PHP’s widespread use, we consider this bug to be one of the most impactful vulnerabilities in recent memory. It also marks a new phase, where AI can find security bugs with internet-scale impact. This is an example of the Defender’s Window in action: to our knowledge, frontier AI was able to find this vulnerability ahead of attackers, giving defenders time to prepare. openai.com/index/coordinated…
Readers added context they thought people might want to know
‪OpenAI may claim a role in the coordinated response and patching process. But the initial discovery and exploit development, however, occurred several months earlier by an independent researcher.‬ ‪x.com/lcfr_hax/statu…‬
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Replying to @MTSlive
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Synthesia CEO @vriparbelli reveals how LLMs have become surprisingly good at video editing, making it possible to create entire videos through chat: "You have to write a script. LLMs are pretty good at that. You have to generate the actual assets, that’s usually what you capture with a camera." "But then there’s a process after that where someone takes those assets, takes the script, and edits everything together." "The big thing that’s happened in the last couple of months is that LLMs have now become an amazing video editor as well. All the motion graphics, text on screen, how to delineate the different scenes." "I don’t think anyone really expected we’d get this good this fast. We’ve gotten very, very close to what it would be like to work with a really good video editor." @synthesiaIO
Syren Video is now live and FREE to try! ChatGPT moment for agentic video. Prompt → agency-quality AI video → chat to edit. Powered by Opus 5.5 + Syren renderer w/ 3D support. Browser or Claude MCP. Insane examples in thread 🤯🤯🤯 Try it free here: shorturl.at/r57qy
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.@deredleritt3r explains why OpenAI's latest math breakthroughs have him convinced AI could be on the brink of RSI: "When I used GPT-6 Astra, I messed around with a couple of ciphers that were previously unresolved, from World War I, and I successfully had Astra decrypt a couple of them." "But every one of the results was the model having the key, and brute forcing the solution by searching through the entire space of possibilities. I have not been able to get Astra to come up with the key on its own based on some novel idea." "The math results recently achieved by OpenAI’s internal model have really updated me. I think Terence Tao said about the quasi-Riemann solution that it was a combination of three or four existing ideas but arranged in a very unusual way." "I’m guessing an internal model at OpenAI is probably still not able to achieve RSI. But it feels like we’re really not very far away. Once the models are able to do something, in 12 months or sooner, they’ll be really, really good at it. I think we’re on the brink."
We’re releasing a broad range of new mathematical results produced by an internal frontier model. We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results. github.com/openai/math
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