Cyber is having a moment
Across 21 major software companies, including Apple, AWS, Microsoft, and Google:
- Reported critical vulnerabilities never cleared 100 per month in four years
- Since spring they've jumped to over 600 per month
Kevin Mandia on finding 90+ security holes at Fortune 500 companies that nobody knew existed:
"When you have an AI-based attack, it'll find logic flaws rather than code flaws in custom applications. It'll exhaust all routes all the time."
"Armadin, since January of this year, we have found over 90 zero-days at customer sites, all in production."
"We've post-trained all our models with real red teamers, real folks that actually can develop exploits."
"When we're scanning networks, we don't have source code to review. We're not finding these zero-days with source code. We're not finding these zero-days because we can log into an app and now we have access, and we can get to other things. We are black box coming from the internet."
"Over 90 zero-days in major software companies, and they're thankful. We're coming from the outside, and then we're calling a CISO, usually within 48 hours, 'Hey, we've got remote code execution in your DMZ.' And usually from there we're getting in, and they agree with us."
"That's not a pen test. That is like a real adversary coming at you."
@ArmadinSecurity @DavidGeorge83
Every enterprise needs this level of insight into their agentic dev investment.
Errr
Palantir released a 22-point manifesto on X and people are horrified f-st.co/dOV0rJp
dg retweeted
Harvard Business Review just published a super interesting piece.
AI’s biggest shock may be that nobody can price the future cleanly anymore i.e. we all are staring at a "AI Fog"
i.e. the range of outcomes is now so wide that people cannot tell whether today’s prized skill, product, or business model will still pay off a few years from now.
AI’s first big economic effect is not automation itself, but the collapse of foresight.
The hidden cost of AI may be a collapse in conviction, as its erasing the visibility that modern finance depends on.
Modern capitalism runs on the assumption that tomorrow will rhyme with today closely enough to justify big, slow bets. On long bets like degrees, hiring plans, factories, software valuations, and infrastructure, and those bets work only when the future is readable.
All these depend on one quiet belief: the future is legible.
AI attacks that legibility before it fully rewires any one industry.
That hits workers first, because a medical degree, MBA, or coding career looks weaker when AI agents may absorb diagnosis, analysis, drafting, research, and junior software work.
That hits companies next, because stock prices depend on durable future cash flow, and terminal value breaks down when AI can erode moats in software, services, and even specialized manufacturing.
That changes behavior fast.
Students hesitate to buy expensive human capital when the job at the end may be redefined halfway through training, and companies hesitate to hire when junior work, software work, and coordination work are all moving targets.
Financial markets feel the same pressure, because once AI casts doubt on a company’s durability, the terminal value carrying much of its valuation starts to look less like math and more like faith.
So the immediate economic consequence of AI may be shorter horizons.
Less skyscraper, more tent.
Less irreversible commitment, more staged investment, modular teams, and organizations built to learn before they lock in.
It points to something subtler and probably more important: when institutions cannot see clearly, they stop making the kinds of commitments that built the old economy.
---
hbr .org/2026/04/the-future-is-shrouded-in-an-ai-fog
Spent a day at a Salesforce Agentforce event in NYC. No visible signs that SaaS was dead. But it was easy to read between the lines, no more users just agents ? The unfortunately named “Headless 360”. $CRM cannot command the same licensing premium over the long term.
I can't with these clowns. Same Cyber team McKinsey people used?🤣
How long until we see the first M&A event where a company is being acquired just for enterprise knowledge dataset? In the future you may shutdown down an entire company but re-use all its enterprise data to enhance or recreate a similar business #aisovereignty
🚨 BREAKING: Someone just built an App Store for Claude Code with 200,000+ agent skills.
100% Open Source. MIT License. Install in 30 seconds.
Here's what just dropped 👇
This is SkillsMP.
Think npm registry for AI agent capabilities. Except you're installing knowledge directly into Claude's brain.
Not code libraries. Pure instructions.
Install a skill. Claude becomes an expert at that thing instantly.
What's included (200,000+ skills):
→ PPTX file generation (professional decks) → GitHub PR reviews (senior engineer standards) → AWS/Azure/GCP deployments (one-click configs)
→ Data analysis pipelines (SQL + visualization) → Content automation (SEO + social media) → Business workflows (CRM + email templates)
All searchable. All free. Zero API keys.
How to install (takes 30 seconds):
1. Go to skillsmp.com
2. Search for skill you need
3. One-click install
4. Claude now has that expertise
No dependencies. No rate limits. No breakage.
The difference from ChatGPT plugins:
ChatGPT plugins need external APIs. Break constantly. Have usage limits.
Claude Skills are pure instructions.
Teach Claude HOW to think about tasks.
Work offline. Never break. No vendor lock-in.
Top skills already live:
→ "aws-lambda-deployer" (3.2K installs) - Full Lambda workflows
→ "pptx-professional" (8.7K installs) - Investor pitch decks with charts
→ "github-pr-analyst" (5.1K installs) - Security + quality reviews
→ "data-storyteller" (4.3K installs) - CSV to narrative reports
Production-ready. Not toys.
Why this matters:
Before: Hire specialist or learn skill yourself (weeks to months)
Now: Install skill. Productive in 5 minutes.
The leverage is insane.
The skill-creator skill exists:
Describe what you want Claude to do.
The skill writes itself.
Install it permanently.
Recursive capability expansion.
100% Open Source. Community-driven.
Anyone contributes. Anyone forks. Anyone improves.
No black box APIs.
This is GitHub for AI capabilities.
Don't let your work appear to be human-authored, even if it is. Human authorship could hold your career back. Block employees, your discount code is KEEPYOURJOB123
degeniusai.work/ @jack @TheBlockCo
Startup idea #1: Workforce GenAI usage monitoring tool to ensure most output is AI-generated. Startup idea #2: A tool that makes human work appear AI-generated. (As far as you know, this was AI-generated). 😜
we're making @blocks smaller today. here's my note to the company.
####
today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.
first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.
we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.
i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.
a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.
we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.
to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.
to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.
jack
dg retweeted
🤓 I have release a security proposal for @openclaw and all other AI Agents.
Have a look and let me know what you think!
xitter.cf/fr0gger_/status/202002…
My favorite thing in AI and robotics today - Disney creating stunt robots. This level of awesome does not need explanation. lnkd.in/etKfm-
When the AI bubble bursts , and every run up in new tech always has a large pull back sooner or later, you can count on GDP make a steep turn in to recession.
"According to a research note recently sent to clients by Deutsche Bank, the AI boom is currently helping the US economy avoid a recession, but it cannot continue indefinitely. George Saravelos, Global Head of FX Research at Deutsche Bank, said the US would be close to a recession this year if Big Tech were not spending so heavily on building new AI data centers.
The "AI machines" are literally saving the US economy right now, Saravelos said, but this kind of growth cannot be sustained unless spending remains on an ever-growing course. Nvidia, the major supplier of powerful AI accelerators used in data centers, could potentially bear much of the residual growth the US economy has experienced in recent months."
My list of new AI things to try seems impossibly long , but this one is moving up the list.
Google’s live translation will be a tectonic shift for knowledge work. The English-language gatekeeping era is ending. Billions of workers just entered the global market — and the talent map will never look the same.
blog.google/products/workspa…
There are two companies I watch closely in this space $GOOG & $META. They have more perosnal data about me than any other platform. The intersection of my personal life and AI assistants is inevitable, powerful, and somewhat scary.
Google is coming for you business model. Right after renewing Google Workspace 1500 seat contract in Dec., negotiating 100 Gemini for Workspace licenses, in Jan. they said haha just kidding you can have it for free for all. Clear signal as to how serious they are.
Statement by President George W. Bush:
"Today, a young man was murdered in cold blood while expressing his political views. It happened on a college campus, where the open exchange of opposing ideas should be sacrosanct. Violence and vitriol must be purged from the public square. Members of other political parties are not our enemies; they are our fellow citizens. May God bless Charlie Kirk and his family, and may God guide America toward civility."





























