5 posts tagged with "news commentary"

Companies promised AI gains, and CNBC looked for the payoff in third-quarter earnings. I read the article for numbers and found one, from Santander.

The value proposition from vibe coding businesses and LLM developers is that everyone will be able to make their own software easily. PHP2Shell, the pair of critical PHP flaws patched on October 21, 2026, is a good reminder that there is a lot more to the software industry than the creation of the initial software. I put the published numbers into a simple model. In that model, shared open source costs roughly 2,000 times less than a world where every user writes their own copy. LLMs do not close that gap except for very small pieces of code.

For decades, research on consciousness in the brain looked for a place. A new preprint from Doris Tsao's lab at UC Berkeley adds timing as a second variable. When two faces compete for your attention and you see only one, face neurons switch between a clean copy of the seen face and a clean copy of the unseen face. In two monkeys, the switch happened about 15 times a second.

NIST, the NSA and CISA published joint guidance on October 16 for incidents in which an AI agent acts on its own and breaks the controls around its task. The agencies call these events SI control incidents, and they define them by the absence of an instruction. I think the line between an instructed action and an uninstructed action matters more than the ten practices in the guidance.

The company that sells the shovels stood in front of a room of gold miners and told them they were gambling. Broadcom's Hock Tan said at a Singapore conference that many AI investors "have no clue what they are investing in" and set "very extreme expectations only to find out that it's almost like they are in a casino." Then he kept his own AI revenue guidance: about 58 billion dollars this year, 230 billion by fiscal 2028.