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  1. Tomasz Tunguz78

    No Shirt, No Shoes, No Service for Bots

    Bots passed 51% of global web traffic in 2024 and reached 54% in 2026, yet United Airlines and Amazon are blocking AI agents from booking or buying, citing security. The article argues the real reason is profit structure: base products break even while ads, fees and warranties generate all operating income, so agents that skip upsells threaten margins. Shopify, which earns a 3.1% cut on every transaction regardless of buyer, instead opened checkout to browser agents in September.

    Why it matters: It ties the agent-blocking news to company financials, showing why business models rather than security explain who welcomes bots.

  1. Hacker News AI76

    Google SWE points 48 AI agents at NASA Lidar, finds unmapped Maya pyramid in 72h

    A Google software engineer describes using 48 AI agents to review public NASA lidar imagery of roughly 1,200 km² of Maya jungle, flagging structures including a hilltop site with a levelled plaza, an oval pyramid at least 8–12 m tall and a possible water reservoir. After checking the literature and archives, the author sent a report to Mexico's INAH, which replied that no registered archaeological site was identified at the location. The author stresses the find is not official and offers to help with an INAH-led field check.

    Why it matters: A first-hand account of AI agents applied to lidar survey, useful for readers weighing agentic AI beyond coding and the limits of an unverified discovery claim.

  1. Ethan Mollick One Useful Thing78

    Fable 5.2 and Jagged AGI

    Ethan Mollick tests Claude Fable 5.2 across filmmaking, hardware hacking, business planning, literary scholarship, academic research and a 450-world 3D portal project, finding it meets expert-level performance on many digital tasks but falls short of full AGI. He calls the result "Jagged AGI": the model's failures are no longer simple hallucinations but lapses in taste and judgment—an accurate but joyless course, a 182-page paper, repeated themes, and a self-built 204-section rulebook that slowed its own work. Most critically, the AI did not notice these problems itself; its critics and fact-checkers caught errors but never asked whether the work was too long, repetitive or fun, leaving that judgment to him.

    Why it matters: A detailed first-hand evaluation that offers a concrete, task-by-task picture of where frontier models now match experts and where judgment and self-assessment still fail.

  1. Tomasz Tunguz82

    A $90 Key into Your Company's Secrets

    The cost of an AI-driven break-in of a simulated corporate network fell 99% in five months, from a $5k–$10k BIS estimate in April to $90 with Zhipu's open-weight GLM-5.3, and Goldman executives have discussed spending as much or more on AI for security as on AI coding tools. The piece argues attackers now run expected-value calculations on compute and concentrate on the largest balance sheets, while defenders must inspect every alert and face compounding speed, scale and breadth multipliers. It concludes the CISO's job is to buy enough compute and convert it into defensive tokens to push the attacker's expected value below zero.

    Why it matters: It offers a concrete cost curve for AI-enabled intrusion plus a framework for reasoning about offense-defense economics in security budgets.

  1. Hacker News AI78

    The Exploit Was the Bottleneck: 23 Years of Data About AI and the Patch Gap

    An a16z analysis argues that AI has collapsed the cost and time of turning vulnerabilities into working exploits, citing a campaign in which AI agents compromised 395 organizations in 48 countries in under four hours from an empty workspace, and noting that patching speed has not improved over 23 years of data. The authors expect not a grid collapse or internet outage but a long "worm era" of outbreaks like 2003 and WannaCry, falling hardest on systems that cannot be updated quickly and on a few high-value targets, and they list public indicators to watch through 2027.

    Why it matters: Offers a data-grounded, contrarian read on AI-enabled exploitation, with concrete field incidents and falsifiable indicators for judging whether the threat is over- or under-stated.

  1. Wiz Research60

    The Rise of Agentic Attacks: What They Look Like, and Where They're Headed

    Wiz reports a growing trend of intrusions in which AI agents, run through harnesses that write custom tooling, inspect results, and iterate at machine speed, appear to handle much of the hands-on work and potentially orchestrate the attack. The post reviews public cases involving frameworks such as ARTEX and Hermes plus custom agentic workflows, and distills seven fingerprints of agentic activity, including machine-paced sustained iteration, natural-language reasoning embedded in tooling, self-correction, breadth-first TTP coverage, verbose parallel lateral movement, probe-before-payload discipline, and self-labeled disposable artifacts. It argues that attribution will get harder as tooling becomes easier to share and adapt, that attacks can scale beyond human operator limits, and that agentic attacks tend to be noisy, creating detection opportunities for defenders with the right visibility.

    Why it matters: It offers a detailed, case-grounded framework for recognizing agentic intrusions and reflects on how the trend affects attribution, attack scale, and defensive readiness.

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