Show Notes
This week, we discuss Chainguard breaking the PHP embargo, Anthropic's S-1, and betting AI gets exponentially better. Plus, when do kids age out of trick-or-treating?
Watch the YouTube Live Recording of Episode 596
Runner-up Titles
That’s not my problem
I’m here for the drama
What is he, Mr. Peanut?
Private equity Halloween
Responsible Disclosure minus Chainguard
The conspiracy theory is actually real
Cursor ride or die
They’re betting \$80B it’s got legs
I’m long on bureaucracy
Kicked out of the WhatsApp group
Officially on the naughty list
Wheres my bug bounty
Going on vacation send money
The most famous of last words
Very bad at exponential thinking
Nobody codes by hand anymore
Putting it under a mattress
Were not using the same software
Human beings are not needed
Rundown
PHP2Shell and the Broken Embargo
Today's PHP Security Release, and How We're Strengthening PHP Security
PHP blames Chainguard for putting huge chunks of the web at risk
Dan Lorenc on the PHP embargo and Chainguard shipping fixed builds early
PHP2Shell: AI-discovered flaws put ~70% of websites at risk of takeover
Cognition's open-source Devin plugin patches PHP2Shell, Node.js, GitLab flaws
Linux kernel vulnerabilities accidentally posted to public mailing list
CRA Reporting Obligations Start September 2026: What EOL Dependencies Mean
It's OK not to embargo
Anthropic's S-1
Anthropic Reveals 14-Fold Increase in Growth Ahead of I.P.O.
Anthropic: Benchmarking the S-1 Data
Anthropic S-1 Analysis: How 7 Key Metrics Stack Up
Anthropic's IPO prospectus could go public as early as today
Anthropic files its S-1 to IPO under ticker ANT
Anthropic's draft IPO prospectus: ~\$450B in mostly noncancelable cloud deals
OpenAI racing to raise ~\$30B at \$1.4T valuation ahead of Anthropic's IPO
Cathedral's AI agents breached Anthropic's business systems in under 12 hours
DeepSeek raises $15Bat~$74B, accelerates Shanghai listing to early 2027
AI Capex vs. AI Payoff
Meta seeks ~\$95B for AI buildout; Nvidia, AMD, Broadcom may invest
Meta to raise \$95B for AI
Meta beats Q3 revenue expectations, announces 2-for-1 stock split
Nasdaq's worst day since June as Meta's \$825B AI tab rattles investors
Amazon cloud capacity sold out through 2027, CEO Jassy says
The hyperscalers report this week — and the AI spending bill comes due
Bank of America: data center market to top \$2T by 2028
Microsoft reveals Azure earnings for the first time
Apollo: No Signs of AI Payoff Outside the Tech Sector
Apollo: AI has delivered "zero financial payoff" outside tech
IBM's Krishna: some AI spending is "completely out of control"; stock falls 7%
Cloudera: 89% of enterprises redesigned AI use cases over rising token costs
"Dark GPUs" at Amazon show the limits of the AI buildout
Bernstein: only ~35% of announced US data center capacity likely to materialize
Nearly 50% of 2026 data center bonds are junk
Wyndham deploys agentic AI across its hotel network
Customers Bank uses AI to close commercial loans in 7 days vs 30-60
LSEG buys Octus for \$3.535B to feed Wall Street's AI
Gartner: agents will handle 70% of enterprise voice interactions by 2030
Microsoft's MAI-DxO diagnoses 83% of complex cases vs 36% for doctors
Relevant to your Interests
Google Cloud outage takes down Revolut, HSBC, Lloyds in the UK
European regulators query Google over the London cloud outage, first DORA test
Salesforce to buy Braze for \$5.66B, 58% premium
Salesforce – Part Two
Study: Grok picks Republicans in 92% of races, GPT-6.1 Sol Democrats in 97%
There are stupid questions, just not that kind of stupid
Ex-GitHub CEO launches a GitHub rival that reinvents the pull request
Daytona reaches \$1B valuation for AI agent cloud infrastructure
Nvidia-backed doubleAI debuts 'code execution' models
OpenAI launches GPT-6.1 Terra at half the price of its siblings
10x engineer (AI Psychosis)
Microsoft offers voluntary buyouts to 60,000 employees
Microsoft offers buyou
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