Good morning,
First of all - I got many reactions to last week’s blog post. Many thanks to those people who sent me an encouraging email. I guess we’re doing this.
So I spent yesterday on camera for an hour, talking about Mythos - the AI model that may or may not change everything. The video is below. Watch it if you want the full context. This is just what I'm left with after.
Truth is, I went in thinking I'd play it cool. Ten minutes in I caught myself saying "watershed moment" and "the people who have been asleep should now be wide awake."
So much for cool.
It’s very strange. I had rehearsed some lines to recite but then the thing started and I forgot literally hundreds of people were following along
Mythos wasn't built for cyber security. No security context, no hacker manuals fed in. And it still found a vulnerability in OpenBSD. The operating system that has been bragging "only two remote holes in the default install" for 27 years. 27 years. Gone in a sandbox.
The way they did it bothered me almost more than the result. A thousand parallel agents, $20,000 in tokens burned, and one of them - one - found the bug for $50. It’s a brute force with infinite patience. And that bothered me to be honest because it’s not the smartest model but the one you throw the most money agains.
One of my colleagues on the panel made a point I keep chewing on. Mythos is the product. AI is the risk. We named the webinar after one model, but next month it's something from another lab, then another, then whatever's being trained right now that we don't know about yet. Mythos is just the one that woke us up.
Well, some of us. You , the reader, should have been wide awake for a while now.
What I tried to land on the recording, and what I'll say here too - I'm worried about the asymmetry. Attackers don't have compliance officers. They don't need ethics committees. They don't have to keep a human in the loop. We do. So while someone spins up a thousand agents and goes to bed, our SOC analysts are still triaging tickets one at a time. That gap is going to get violent.
Right around minute 40 I let my inner cynic loose. Something about how it'll take another big breach before boards wake up. The optimist on the panel kept pulling us back to "the basics still hold." He's right. MFA, segmentation, patch management, training. None of that gets less important because Mythos exists. It gets more important. AI doesn't jump air gaps. It just exploits the holes you already had, faster.
But here's the thing I didn't quite say on camera, so I'll say it now.
Most of the corporate audiences I speak to still don't know any of this is happening. They've heard of ChatGPT. They have not heard of Mythos. They are not having board-level conversations about agentic attack chains. They are still arguing about whether to let employees use AI for emails.
That's the gap. Not the technical one. The awareness one. Industry is sprinting. Boardrooms are walking. Regulators are crawling.
Something very bad is going to happen in that gap.
So what about you? When's your next board meeting?
Good morning.
AI News

the images generated in this week’s newsletter are derived from the lyrics of a song - randomly selected by the latest Nano Banana model every week. Guess the song (scroll down all the way for the answer)
OpenAI Fast-Tracks AI Agent Phone With MediaTek Chips
OpenAI is accelerating its AI-native smartphone to mass production by the first half of 2027, with MediaTek locked in as the sole chip supplier. The device could ship as many as 30 million units in its initial run, signaling serious hardware ambitions beyond software. (Ming-Chi Kuo)
Thiel-Backed Panthalassa Raises $140M for Ocean AI Data Centers
Panthalassa, backed by Peter Thiel, has secured $140 million to build wave-powered floating data centers positioned in international waters. The nodes are designed to use ocean energy to power compute at scale, bypassing land-based infrastructure costs and regulatory constraints. (Business Wire)
Pentagon Expands AI Partnerships, Leaves Anthropic Out
The Department of Defense added eight new AI partners -- SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, AWS, and Oracle -- to support classified military operations. Anthropic was notably absent from the list, a significant exclusion given its scale and stated interest in enterprise government work. (Washington Post)
Harvard ER Study: OpenAI o1-Preview Outperforms Doctors on Diagnoses
A study published in Science found that OpenAI's o1-preview model correctly diagnosed patients 67% of the time compared to 55% for emergency room physicians. In one striking case, the model identified a necrotizing fasciitis infection 12 to 24 hours before clinicians caught it. (Science)
White House Moves to Block Anthropic's Mythos Expansion
The White House is pushing back against Anthropic's plan to broaden access to its Mythos model from 50 firms to 120. The opposition adds political friction to Anthropic's enterprise growth strategy at a sensitive moment for AI governance. (Wall Street Journal)
Anthropic Commits $200B to Google Cloud Over Five Years
Anthropic has pledged to spend $200 billion on Google cloud infrastructure over the next five years, a commitment that would represent more than 40% of Google Cloud's current annual revenue. The deal deepens the financial entanglement between the two companies beyond Google's existing equity stake in Anthropic. (The Information)
Musk Admits in Trial That xAI Trained Grok on OpenAI Models
Elon Musk acknowledged under oath during trial questioning that xAI used distilled outputs from OpenAI models to train Grok. The admission came during the ongoing legal battle between Musk and OpenAI, and adds a new dimension to claims about model provenance and training practices. (TechCrunch)
Stop babysitting dashboards. Ship from Slack. Touch grass.
700+ teams have Viktor reading their Google Ads every morning.
Your media team opens Slack at 8am. There's a cross-platform brief in #growth: Google Ads spend vs. ROAS, Meta CPA by campaign, Stripe revenue by channel. Viktor posted it at 6am. Nobody asked for it.
Last week, one team's Viktor caught a spend spike at 2am on a broad match campaign and flagged it in Slack: "CPA up 340%. Recommend pausing and shifting budget to the top two performers." That would have burned $3K by morning. The media buyer woke up to a problem already handled.
Your strategist reviews spend trends. Your account manager checks revenue attribution. Same Slack channel, same colleague, before anyone's first coffee.
Google Ads, Meta, Stripe. One message. No Looker, no Data Studio. Anomaly detection runs around the clock. Cross-platform reporting runs on autopilot.
5,700+ teams. SOC 2 certified. Your data never trains models.
"Viktor is now an integral team member, and after weeks of use we still feel we haven't uncovered the full potential." — Patrick O'Doherty, Director, Yarra Web
Quickfire News

the images generated in this week’s newsletter are derived from the lyrics of a song - randomly selected by the latest Nano Banana model every week. Guess the song (scroll down all the way for the answer)
A Maryland law now bars grocery stores from using AI-driven dynamic pricing to set prices for consumers. (Source)
Sierra, the enterprise AI agent startup, raised $950 million at a $15 billion valuation. (TechCrunch)
Anthropic is in early talks with chip startup Fractile about a potential acquisition or partnership to build custom AI inference silicon. (Bloomberg)
GPT-5.5-Instant began rolling out to users, with OpenAI billing it as a faster, more cost-efficient model in the GPT-5 family. (The Verge)
A Chinese court ruled that employers cannot use AI-generated performance analysis as the sole basis for terminating a worker. (Reuters)
Apple agreed to pay $250 million to settle a class-action lawsuit over unfulfilled promises about Siri's capabilities. (Reuters)
SAG-AFTRA finalized new AI guardrail provisions requiring consent and compensation when members' likenesses or voices are used to train AI systems. (The Hollywood Reporter)
Coinbase announced it is laying off roughly 700 employees, representing about 14% of its workforce. (Bloomberg)
Cursor introduced a Security Review feature allowing enterprise teams to audit AI-suggested code changes before they are committed. (Cursor)
A former iRobot CEO launched Familiar AI, a companion robot designed for pets aimed at reducing separation anxiety. (TechCrunch)
Meta launched an MCP server for its advertising platform, letting developers query and manage ad campaigns through model context protocol integrations. (Meta)
OpenAI reached its 10-gigawatt Stargate infrastructure target ahead of schedule, having added 3 gigawatts of compute capacity already this year. (The Verge)
OpenAI extended ChatGPT subscription access to users on the OpenClaw platform, allowing them to use their existing plans without a separate login. (OpenAI)
Microsoft rolled out a mobile version of Copilot Cowork, bringing its AI collaboration features to iOS and Android. (Microsoft)
Anthropic launched Claude Security in beta, powered by the Opus 4.7 model, targeting enterprise security operations and threat analysis workflows. (Anthropic)
Perplexity launched a version of its Computer agent tailored for financial research and analysis workflows. (Perplexity)
OpenAI shipped Codex Pets, a lightweight coding agent experience built around an animal companion interface aimed at younger and hobbyist developers. (OpenAI)
Closing Thoughts
That’s it for us this week. Please like and subscribe 🙂
The answer : Soundgarden - Black Hole Sun



