Firehose

Google's AI Mode has reportedly led to a -15% drop in search revenue, equivalent to a $500B loss, the worst since its 2004 IPO, with the AI Bear Market potentially looming. AI summary

The rapid advancement of AI technology has significantly increased the risk of software security breaches, making it essential to rethink software security measures. AI-powered attackers can now automate and speed up attacks, exploiting critical vulnerabilities before patches are released, and accessing systems externally or remotely. To combat this, automated patching and ongoing monitoring of security breaches will become non-negotiable, and defenders will need to use AI agents to stay ahead of attackers. AI summary

Anthropic's S-1 filing provides a detailed look at the company's financials, including a valuation of $2.5 billion, and offers insights into the competitive landscape of large language models, with implications for Meta, Muse, and other AI-focused companies. The filing also sheds light on Anthropic's approach to scaling its models and its plans for future growth. AI summary

Palantir CTO Shyam Sankar emphasizes the AI industry's insufficient focus on "diffusion," or the process of turning intellectual advancements into economic value. He argues that companies focused on the top line (revenue growth) are more likely to adopt AI successfully, and that the industry should prioritize workflow optimization over model improvement. Sankar also stresses the need for a systems engineering approach to AI safety, citing historical examples like Admiral Rickover's design of the US nuclear Navy as models for effective risk management. AI summary

Supabase's agent-friendly features, such as local backend setup without Docker, declarative schemas, and compute alongside the database, simplify the development process for AI models and reduce friction. These improvements make it easier for developers to understand and work with the backend, aligning with the needs of agents that repeatedly create and test environments. By providing a more straightforward backend experience, Supabase enables agents to work more efficiently and effectively. AI summary

Anthropic's S-1 filing reveals the company is profitable, with $3.9 billion in operating cash flow in H1 2026, and has raised $141 billion in capital, with $131 billion in cash and cash equivalents. The company's governance structure is complex, with the Long-Term Benefit Trust (LTBT) controlling a majority of the board but not having full authority, and the founders retaining control through their Class F shares. AI summary

If your work does not benefit from current AI tooling, that is a finding, not a failing. Document why, share it with your community of peers, bring it to your manager, and work to find solutions. An engineer who can explain where AI does no…

Anthropic has developed a modular architecture for their Claude platform, separating the "brain" (managed agents) from the "hands" (API), allowing for more efficient and secure model deployment. This separation enables better isolation, credentials management, and network controls, and also facilitates lower latency and better reliability. AI summary

Anthropic's IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.

GPT-6.1 Terra It's always interesting to note which aspects of a new model are emphasized in the release announcement. In the case of GPT-6.1 Terra, OpenAI went with visual reasoning and computer use: We’re introducing GPT-6.1 Terra , a fas…