Beth Lyons

I think sometimes what people are talking about in terms of the bubble is also the circular, like, OpenAI says, we're going to buy these chips from you, but when we announce that, your value is going to go up.

So do we have to give you money?

Can we just announce that we're going to buy the chips and you just give us the chips?

That's a bubble.

That, like...

Not entirely sure how that's legal, but I think the original open AI people still have that value associated with their names and their ideas, right?

Because Ilya also walked into, I'm not gonna tell you what I'm gonna do.

I'm just gonna say super safe AI.

Yeah, it's already worth billions, right?

So Claude came out, Anthropic came out with a report on disrupting the first reported AI orchestrated cyber espionage campaign.

They determined that they think it was from China.

It was very it was an agent based campaign.

So it was using Claude code.

And it was attacking, I think, 20, like, different high-level organizations.

And what they did was when they found out, they disabled the Claude Code account, right?

So they thwarted the attack.

But their summary or their recommendation on the end is basically, hey, you all need to do better with this, right?

Cybersecurity implications.

The campaign demonstrates the barriers to performing sophisticated cyber attacks have dropped substantially.

We recommend that you talk to your cybersecurity people and do better, basically, is what they're saying.