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Podcast: Kimi K3.1 Pro, the new cybersecurity reality, and the Muse user experience

In episode 20 of the Interconnects podcast, Nathan Lambert and Florian Brand discussed how Kimi K3.1 Pro ranks high on Artificial Analysis but receives mixed reviews, arguing that its training leans more toward exploitation than exploration, with weaker performance on long-horizon benchmarks such as ProgramBench. The two also discussed the cybersecurity controversy surrounding open-weight models, noting that no large-scale exploitation occurred after the disclosure of the PHP2Shell vulnerability, and talked about Anthropic not hiring junior employees as well as Florian's experience using Muse to handle everyday tasks such as shopping.

Amazon CEO Jassy: AWS's AI business has an annualized revenue of over $25 billion, and $220 billion in capital expenditure for 2026 is still not enough

Amazon CEO Andy Jassy said on the a16z podcast that in the first three years of the generative AI wave, AWS's AI business has reached an annualized revenue run rate of over $25 billion, hundreds of times AWS's roughly $60 million in its early days. He said that under capital expenditure of about $220 billion for 2026, capacity for 2026 is already sold out, 2027 is essentially sold out, and a considerable portion of 2028 has also been sold, and that inference costs are still an order of magnitude too expensive, which is the main obstacle to widespread enterprise adoption of AI. He also mentioned that the Bedrock team rebuilt the inference engine with 6 engineers in 76 days, a task that previously required 40 people for a year.

When agents write code, who should get deployment permissions?

The Tessl blog proposes that agents can write code and suggest fixes, but should not have permission to deploy to production; deployment permissions should be given to the CI/CD pipeline. The article cites a case from the Cline repository: a malicious issue title can induce its triage agent to install a package from an attacker's fork, and via a shared build cache steal an npm token to publish an unauthorized version. The author advocates treating everything an agent reads as untrustworthy, and replacing manual code review with short-lived OIDC identities, hash-locked dependencies, and an independent verifier.

AI is changing hacker offense and defense, and the PHP2Shell vulnerability has sparked "Black October" concerns

404 Media reports that AI is simultaneously changing offensive hacking and security defense: after researchers used AI to discover the PHP2Shell vulnerability in PHP, Cloudflare observed thousands of exploitation attempts 10 hours before public disclosure, rising to tens of thousands 45 minutes after disclosure, and reaching hundreds of thousands within 2 hours. OpenAI says such discoveries show that AI can expose security flaws at internet scale, but the same capability can also help attackers rapidly develop attack tools; Chainguard's early release of a fix patch sparked controversy over bypassing the disclosure embargo. The article notes that the main impact so far is still various parties proactively patching or taking services offline, and large-scale actual exploitation of the vulnerability has not yet occurred.

Gary Marcus: US Banks Are Under Attack by AI Agents

Gary Marcus, citing an Axios report, said that US banks are tightening system access permissions due to AI agent attacks, and that bank executives are alarmed by these findings. He also mentioned that the attack on France's refrigeration system on October 11 may have been facilitated by agents, as well as the continuously increasing cybersecurity attacks in Japan. He believes that attackers do not need the most advanced frontier models to cause damage, and therefore regulation should not focus only on frontier models and future risks.

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Jack Clark says in IMF speech that the singularity has already begun

Anthropic co-founder Jack Clark delivered the Per Jacobsson lecture on October 17 at the IMF meetings in Bangkok, saying that this year has brought convincing evidence that the singularity has already begun and that AI is autonomously producing results in frontier science. He cited Humanity's Last Exam's top score rising from 8% in January 2025 to 67.7% for Claude Opus 5.5, and FrontierMath rising from 2% to 94%, and cited TheoPhysEval, in which GPT-6-Astra's score rose to 98% (49/50) after experts corrected the answers. Citing Anthropic's internal modeling, he said that if models can autonomously complete a wide range of tasks and spread rapidly, U.S. GDP could reach $44 trillion by 2030, and he called on countries to expand computing power, electricity and scientific research robotics facilities, while maintaining strict human oversight in areas such as biological research.

Stripe Chief Design Officer Katie Dill on How to Use AI to Scale Intent, Quality, and Artistry

In her talk at Lenny's Summit, Stripe Chief Design Officer Katie Dill argued that using AI only to do existing things faster misses the most interesting part, and that we should raise the ceiling across four dimensions: point of view, standards, editing, and creativity. She identified three warning signals—LLMs naturally gravitate toward the mean, a sense of completion is seductive, and work becomes disposable—which, when combined, produce monotonous, hollow zombie UI. Stripe's practice evolved from using MCP to let AI read design docs to building a CLI on top of the design system, injecting docs at the right moment to avoid context rot, and upgrading content from atomic components to full templates and flows.

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OpenAI Team Responds to Computer Use Progress Doubts, Recaps One-Week Sprint on Decisions API

In a podcast after OpenAI DevDay, Ari Weinstein, who is in charge of the Computer Use agent, responded to Dwarkesh's doubts about Computer Use progressing slowly, saying it is now completely different from a few months ago because the model has become better at debugging and retrying, and can write JavaScript to execute multiple steps at once while combining screenshots, accessibility, DOM, and Playwright. He also mentioned that Dots provides each Dot with a cloud Linux virtual computer, and that Computer Use has entered the Agents API. Nikunj Handa, head of the OpenAI API team, introduced updates to GPT-6 such as asynchronous tool calling, mid-turn steering, WebSockets, UltraFast inference, prompt caching and pre-warming, and compaction, and said the Decisions API is based on Luna weights, with no new model trained, and took only about a week from the emergence of the idea to a prototype.