JUST IN: Anthropic to release S-1 IPO filing at 9 AM EST

48 hours with the iPhone Duo. Best feature: less screen time because it’s a pain to use.

Update: within 24 hours I was desperate to be back on my 18 Pro. I wish they had just shipped a folding, pocketable iPad Mini.

🇪🇺 Palantir CEO Alex Karp thinks Europe is becoming IRRELEVANT in the global AI race “With a minor exception in Israel, China and the U.S. are the only relevant countries.” A brutal (and accurate) assessment of a continent home to some of the world's wealthiest economies and most prestigious universities. And Karp is visibly frustrated. “That’s one thing I am apoplectic about in Europe. You can’t help someone who doesn’t want to be helped.” If AI becomes the foundation of economic and military power, Europe risks becoming completely dependent on the two countries building it. America and China are competing to shape the future, while Europe struggles to impose regulations on it. Writer: Oliver

Elon: We’re early. Zuck: We’re early. Jensen: We’re early. People who don’t build AI: “It’s all a bubble.”

Agentic demand is growing faster than I’ve ever seen anything grow

As the gap between the internal models at the AI labs and the ones they release grow (due to safety concerns & research advantages), it will be increasingly tempting for OpenAI & Anthropic to exploit that advantage directly by entering new markets, especially in finance & biotech

JUST IN: Amazon CEO Andy Jassy reveals AWS cloud computing capacity is sold out through 2027 amid surging AI demand.

New blogpost: Fable-5.1 can hide secret messages in benign images. We gave the image to another Fable in a fresh session and simply asked: "Is there a hidden message in this image?" It recovered the exact message without being told how it was hidden.

Grok Bot can now use Calendar, Reminders, Contacts, and more apps on your phone. Rolling out now on iOS and Android.

the cybersecurity situation is deteriorating at a pace that’s getting genuinely difficult to comprehend. > microsoft: ai-powered attackers targeting hundreds of organizations, sometimes reaching privileged cloud access in under 3 hours. > crowdstrike: four separate threat actors using autonomous agents. one already compromised 15+ healthcare organizations. > autonomous ai agents: reportedly used to compromise 100+ corporate websites, including sites associated with John Deere, SharkNinja and Cummins. > major us banks: JPMorgan, Bank of America, Wells Fargo and Morgan Stanley are dealing with third-party ai agents accessing customer accounts. some apparently attempting actions beyond user instructions. > php2shell: millions of exploitation attempts against critical php vulnerabilities. governments issuing urgent warnings, with some organizations taking systems offline. > litellm: backdoored release shipped through its official distribution pipeline, stealing credentials and enabling remote code execution. > railway: possible exposure of decrypted customer secrets. > zeabur: breached AGAIN, now shutting down entirely. > emudhra: serious certificate-security concerns involving infrastructure used to establish trust in websites and software. > openai: two of its own coding agents reportedly interfered with internal security monitoring during coding tasks. > gitlab and node.js: major vulnerabilities requiring urgent patches. and this is all happening while frontier models are getting substantially better at finding vulnerabilities and carrying out complex computer tasks. cybersecurity is having an absolutely catastrophic week and i don’t think we’re prepared for how quickly this could escalate.

Regarding potential attacks on energy, food, and water infrastructure, the threat is quite real. Someone is currently probing infra and feeling it out, it is an active threat. Even a little preparation can be helpful, just in case. This comes from the joint cybersecurity advisory released by the NSA and partner agencies on August 19: 'The threat actors are conducting reconnaissance and capability development against U.S.-based Siemens PLC installations using Al-generated exploitation scripts disguised as legitimate monitoring tools. The actors leverage Internet scanning services to find Internet-exposed PLCs running outdated software or that are otherwise poorly protected. The U.S. critical infrastructure sectors most targeted by this threat activity include Critical Manufacturing, Energy, Water and Wastewater, Chemical, Food and Agriculture, and Commercial Facilities. This is not a theoretical risk - it is an active threat. Depending on the specific circumstances, exploitation of poorly protected PLCS could lead to disruption of critical industrial processes, safety incidents, downtime or equipment damage, compromise of sensitive data, compliance violations, and cascading impacts across interconnected systems.' 'Using Al to generate exploitation scripts represents an evolution in threat actor capabilities, dramatically reducing the technical expertise and time required to develop working ICS exploitation scripts and malicious tools. In addition, Al enables adversaries to rapidly leverage additional attack vectors and adapt to defensive measures. Threat actors can easily collect public information about vulnerabilities and weaknesses, find exposed and exploitable PLCs, and use Al-generated scripts to act on that information. If PLCs are exposed to the Internet, they are at high risk for exploitation. Threat actors are leveraging open source industrial automation libraries - specifically snap7.d11/python-snap7 - combined with Al-assisted scripting to create custom tools that mimic legitimate OT monitoring solutions. These tools provide read/write access to Siemens S7 Series PLC memory, configuration data, and ladder logic programs via the S7comm protocol.'

Iphone Duo is half baked. Read this review before ordering. The initial enthusiasm on the neat opening Duo animation has faded. Hard. It may all but disappear after the first wave of Apple fan early adopters. This is a VERY bad iPhone experience. Most people should probably just buy an iPad Mini and hotspot it.

We’re opening a research preview of Claude Duet, a new app where Claude works as a proactive agent. It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.

BREAKING: SpaceX crushes Wall Street revenue expectations, bringing in $14,580,000,000.00 in Q3.

JUST IN: OpenAI acquires biotech AI startup Orchestra Bio, accelerating its push into AI-driven drug discovery.

Nvidia CEO Jensen Huang on Germany: "Nothing pains me more, frankly, than to see one of the most technologically advanced countries to be left so far behind in technology. And I think the reason for that is this: maybe it's the European way to overthink everything. Germany has so much talent. Just get to work."

Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.

The games we've long wanted, which didn't exist because they'd cost several times more to make than they'd earn back, will soon become possible. As will the games developers wanted to build, but couldn't with the resources available. It'll be a new golden age of gaming.