Topic
AI Security

20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena
Anastasios Angelopoulos argues that real-world AI evaluation, not static benchmarks, is becoming the key battleground as Chinese and open-source models rapidly narrow or beat the lead of closed American systems. He also warns that data, enterprise AI sovereignty, model safety, and AI-enabled hiring/cyber deception will define the next phase of the market.

(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving
Ben Thompson and Andrew Sharp open with a World Cup hydration-break riff before diving into Anthropic’s export-control fight and what it says about AI security, trust, and government oversight. The rest of the preview ranges from Fox’s Roku deal and ChatGPT competition to agentic shopping, AI-generated vulnerability discovery, and whether autonomous driving can scale beyond today’s constraints.

Stanford CS153 Frontier Systems | The Road Ahead: Resilience Required
Joe Sullivan traces his path from early DOJ internet access and building security programs at eBay, Facebook, Uber, and Cloudflare to his federal case over Uber’s 2016 bug bounty response. He then argues that cybersecurity is shifting toward resilience, AI-driven code and agent risk management, and smarter regulation for frontier technologies.