Nathaniel Whittemore

When n equals 2, game theory starts forcing your hand.

If your view is that exploiting vulnerabilities is faster than fixing them, then first mover advantage becomes enormous and the incentive becomes to try to use them against your adversaries before they use them against you do.

What happens when you have n equals 3, n equals 4, etc.?

It gets messy.

You'll have a few big labs around the globe in pretty close capabilities lockstep, simultaneously looking for vulnerabilities across an extremely broad set of vendors and conditions.

Each of the labs will be the first to some of the vulnerabilities.

How does this world look?

I'm not sure exactly, but my guess is that 1.

A lot of devices are just going to be kept offline and air-gapped.

2.

Devices that are online will be very hardened.

3.

Software updates will enter a very weird space where you A.

don't want to update too quickly in case the latest patch of some software is compromised, but B, you have extremely rapid churn of vulnerabilities, which means that you may have to run updates every day to protect against critical zero days.

Not sure which of these two sides will win out.

Developer Nick Dobos actually thinks that user behavior around updates is going to be an issue.

He writes, most people don't update apps, their phone, or OS.

Some people are years behind.

Even if every major company has early access and prepares fixes, it won't matter because 20% of users won't be updated in time.

Now, the final big strand of the conversation that I wanted to discuss on today's show is what this means about the relationship specifically between Anthropic and the U.S.