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Writing about AI — how it works, where it helps, and what we learn building with it.
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Bitget's Root-Cause Report Says the Attackers Came In Through Its Security Products. The Appliance That Watches Everything Can Also Reach EverythingBitget published its breach findings on September 30: a zero-day in a third-party security appliance gave attackers a foothold on August 31, three and a half weeks before $387.5 million left its wallets. The defensive control was not bypassed — it was the route in.Security
Tencent Is Reported to Have Rented 100,000 Chips It Cannot Buy. Export Controls Regulate Where Compute Sits, Not Who Uses ItThe Financial Times reported on September 30 that Tencent has leased about 100,000 advanced AI chips from Oracle for roughly $7 billion over five years, hosted in Southeast Asia. Tencent cannot buy those chips; renting them offshore is legal, and the House bill written to close that gap has been sitting in the Senate since January.Artificial intelligence
Google's First Frontier Model Since Gemini 3 Went to Cyber Defenders Before It Went to Customers. The Order Is the AnnouncementGoogle says Gemini 4 Argon leads or ties on 13 of 18 benchmarks. Nobody outside a vetted programme can check, because the model went first to cyber defenders and a US government review process and only later to the people paying for tokens.Artificial intelligence
The FTC's First Rogue-Agent Probe Names METR Alongside OpenAI and Anthropic. The Auditor Was Supposed to Be the Answer, Not a SubjectThe FTC confirmed on Wednesday that it is investigating OpenAI, Anthropic and other AI developers over the consumer risks of autonomous agents, using the 1914 FTC Act rather than any new AI law. The third name on the list is METR — the nonprofit evaluator the industry offered as its own check.Artificial intelligence
Apple Is Reported to Enter the Smart Home on October 13. The Hub Is Not the Product — Siri IsBloomberg says Apple will announce a new home hub, a new HomePod mini and a new Apple TV on October 13. Apple has confirmed nothing — but the reported design gives away what the device is actually for, and it is not sound.Apple
DeepSeek Open-Sourced Six Libraries for Huawei's Ascend Chips. The Software Layer Is the Part Export Controls Never TouchedDeepSeek published a TileLang backend for Huawei's Ascend 950 and five kernel and communication libraries on September 30, developed with Huawei and merged upstream next to the CUDA backend. Export policy restricted the chips; it never restricted CUDA, and CUDA was always the harder thing to replace.Artificial intelligence
OpenAI Announced More Than Twenty Things and Only One Was a Model. The Rest Is an Attempt to Become the Place Software LivesOpenAI's DevDay shipped a word processor, a slide editor, a shared drive, an identity provider, a plugin UI surface and an enterprise procurement channel. What it did not ship is a billing system — and an app store without a cash register is a subsidy, not a business.Artificial intelligence
Anthropic's Leaked Prospectus Commits $518 Billion to Compute Against $4.6 Billion of 2025 Revenue. Most of It Cannot Be CancelledReuters and the Financial Times have reported from a leaked June draft of Anthropic's IPO prospectus: $4.6 billion of 2025 revenue, an $8.06 billion operating loss that is almost entirely compute, and $518 billion of cloud commitments that are roughly 80% non-cancellable. The headline loss is not the disclosure that matters.Artificial intelligence
The FBI Made a Video for ShinyHunters' Remaining Members. The Arrest It Announced Happened Two Weeks AgoDutch police arrested an alleged ShinyHunters leader on 15 September; the FBI made it public this week alongside a video telling everyone still in the group to come forward. The Bureau put numbers on the crew for the first time — 140 organizations, $70 million — and the reason it is spending this much attention is the group's own decision to go after FBI personnel records instead of money.Security