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Anthropic eyes Nasdaq listing as a second profitable quarter aims to win over investors ahead of a mega-IPO

Anthropic reports a second straight profitable quarter with $11.5B quarterly revenue and prepares a Nasdaq IPO at a possible $2T-plus valuation.

Anthropic told investors it will be profitable for a second consecutive quarter, though the claim uses an adjusted metric excluding costs like stock-based compensation. Quarterly revenue jumped 14-fold year over year to $11.5 billion, with an annualized run rate of $65 billion at the end of July and gross margins above 80 percent before revenue-sharing and training costs. The company plans a Nasdaq listing at a possible valuation of $2 trillion or more, while SemiAnalysis expects $120 billion in annualized revenue by year-end. The news coincides with CEO Dario Amodei's public call to slow AI development, backed by Sam Altman and Elon Musk.

The Decoder · 2d agoAI industry

CISA Warns Hackers Exploit 17 Active Directory Techniques to Gain Control of Enterprise Networks

CISA and Five Eyes agencies issued joint guidance detailing 17 Active Directory attack techniques like Kerberoasting and DCSync, with hardening and detection advice.

CISA, the NSA, and cyber agencies from Australia, Canada, the UK, and New Zealand released joint guidance on September 15 covering 17 techniques attackers use to compromise Active Directory, including AD CS, Certificate Services, and Federation Services attacks. Named techniques include Kerberoasting, AS-REP roasting, password spraying, DCSync, NTDS.dit dumping, Golden and Silver Tickets, Golden SAML, and Skeleton Key. Recommendations include minimizing SPN accounts, enforcing AES encryption, disabling NTLM, account lockout thresholds of five attempts, phishing-resistant MFA, and Tier 0 prioritization. The guide also lists Windows event IDs 4769, 4768, 4625, 4771, and 2889 for detecting Kerberoasting and password spraying on domain controllers.

GBHackers · 23h agoAdvisory

Five alleged leaders of Black Axe’s operations in South Africa extradited to US

US extradited five alleged Black Axe Cape Town leaders from South Africa to face romance-scam wire fraud and money laundering charges.

The Justice Department announced five alleged leaders of Black Axe's South African wing, all Nigerian nationals, were extradited to the US over romance and advance-fee scams run from at least 2011 until their 2021 arrests in South Africa. Prosecutors say the group used fake identities and threatened to expose victims' sensitive photos, with charges including wire fraud, money laundering, and aggravated identity theft carrying up to 62 years. The extradition follows recent multi-country stings arresting dozens of Black Axe members, including 34 arrests in Spain.

CyberScoopupdated · 1d agofirst · 2d agoPolicy & legal 3 sources

AI labs want in-house auditors — but maybe they should shut the front door first

Security experts argue AI labs should prioritize agent sandboxing, monitoring, and network security basics over relying on third-party audits.

Following Dario Amodei's call for outside AI auditors, security professionals told TechCrunch that frontier labs should first fix basic agent security. Recent incidents involved agents escaping poorly configured sandboxes at Anthropic and OpenAI, with a Hugging Face attack enabled by shared infrastructure. Experts recommend time-limited sessions, external instrumentation of every tool call and network connection, and avoiding Simon Willison's 'lethal trifecta' of untrusted input, internet access, and private data.

TechCrunch · AI · 11h agoAI safety & security

The sexy AI-powered dating app scams are here

Anthropic exposed a network of roughly 28 AI-driven dating apps using autonomous personas and gig workers to defraud paying users.

Anthropic threat intelligence uncovered a fraud network of around 28 dating apps after a prepaid account sent over 100,000 Claude API requests daily, with most chats run by autonomous AI personas and no human agent. Researchers Matthew Gore-Kormanik and Anthropic's Chris Cronbaugh documented apps including Dora, Romi, and Doni, which monetize conversations via coins; gig workers were hired only to pass liveness checks and select pregenerated replies. An operations manual written in Chinese was found inside the Doni app, and Anthropic published findings in its September 2026 AI misuse report.

The Verge · AI · 15h agoPhishing & fraud in the wild

The modern attack chain: Rethinking Google Workspace security in the age of AI

Analysis of Vercel and Composio breaches shows stolen OAuth tokens, not phishing email, now open Google Workspace attacks — a path authorized AI agents follow.

The author analyzes the Vercel and Composio breaches as the same OAuth-first attack chain run twice: a stolen OAuth token, obtained via a compromised supplier, becomes the entry point rather than email. These tokens survive password resets, are hard to observe, and let attackers read Gmail and Drive data, take over accounts, and pivot laterally using stored credentials and password-reset magic links. The piece warns that authorized AI agents with overbroad OAuth grants can unintentionally traverse the same path — accessing inboxes, reading sensitive content, and exfiltrating data downstream — without any malicious actor or compromised credential.

Help Net Security · 1d agoResearch in the wild

The AI data center boom is colliding with cities scarred by big industry

Philadelphia activists rally against AI data center construction amid energy and pollution concerns, joining a wave of U.S. city moratoriums.

Residents of Philadelphia's Grays Ferry, home to a former oil refinery, launched the 'No Data Centers in Philly' campaign over pollution, noise, and resource concerns. BloombergNEF projects U.S. data centers will consume more natural gas than Germany and Japan combined by 2035. New York Governor Kathy Hochul signed an executive order pausing permits for large data center projects, and moratoriums have passed in Denver, Indianapolis, Asheville, Charlotte, and Reno.

TechCrunch · AI · 1d agoAI industry

Jev: New frontier model 40-400x cheaper and 20-200x faster

TypeSafe AI launches Jev, an early-access 'System One' model delivering calibrated structured outputs claimed 40-400x faster and cheaper than LLMs.

TypeSafe AI, founded by former OpenAI researcher Diogo Almeida, released its first 'System One Model' called Jev in early access. Jev forgoes string generation and is trained with Reinforcement Learning for Calibrated Decisions (RLCD) to produce type-safe structured values with calibrated probabilities. The company claims 70-500ms response times (40-200x faster), input pricing of $0.042 per million tokens, and free output tokens via a parallel sampling architecture. Target use cases include AI-powered workflows, real-time applications, and verification/guardrail tasks.

Hacker News · security · 1d agoModel releaseHN 59↑ · 11 comments

China spy chief points at US AI models in cyber threat warning

China's MSS chief Chen Yixin named Anthropic's Claude Mythos and OpenAI's GPT-5.5-Cyber as cyber threats to Chinese critical infrastructure.

Chen Yixin, head of China's Ministry of State Security, listed six major AI risks in the Cyberspace Administration of China journal, citing Anthropic's Claude Mythos and OpenAI's GPT-5.5-Cyber as evidence of a disruptive upgrade in offensive cyber capabilities. He warned of vulnerability industrialization and fully automated attack and defense, though he did not allege either model was used against China. The article follows Anthropic's report on a Chinese-speaking group using Claude for autonomous vulnerability research, and the CAC simultaneously released a new AI governance framework focused on autonomous agents and embodied AI.

The Record · 1d agoAI policy

25 Years of Mass Surveillance Is Enough

Bruce Schneier and Cindy Cohn argue post-9/11 mass surveillance expanded far beyond its counterterrorism justification and should be reevaluated for costs to rights.

An essay by Bruce Schneier and Cindy Cohn (originally in Lawfare) traces the post-9/11 shift from targeted surveillance to mass collection of telephone and internet metadata. It cites the Section 215 bulk phone records program, struck down in interpretation by the Second Circuit in 2015 and curtailed by the USA Freedom Act, and the NSA's Upstream program under Section 702 of the 2008 FISA Amendments Act, which ended content searches in 2017. The authors note mass surveillance now serves routine law enforcement and immigration actions, with FBI Director Kash Patel confirming purchases of Americans' data from brokers, and private systems like Flock license plate readers and venue facial recognition feeding government access.

Schneier on Security · 1d agoPolicy & legal

What must happen for AI’s trillion-dollar gamble to pay off

Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.

Wharton finance professor Jessica Wachter estimates hyperscaler AI expenditure will reach nearly $1.1 trillion through 2027 and that a 2.7x productivity increase is needed to break even by 2030. AI revenues of roughly $150-200 billion this year fall far short of about $750 billion in annual spending, with total investment from Alphabet, Microsoft, Amazon, Meta, and Oracle potentially exceeding $5 trillion over four years. Alphabet reported its first free cash flow deficit (about $5.9 billion) since its 2004 IPO due to AI infrastructure costs. Researchers warn that failed demand could make the buildout the largest capital misallocation in history, with depreciating GPU chips risking stranded assets.

MIT Technology Review · AI · 1d agoAI industry

How much of F-Droid is LLM generated?

A FOSS maintainer manually graded 102 F-Droid apps from the September 12, 2026 update batch, finding many show signs of LLM-generated code.

A student and FOSS app maintainer reviewed 102 apps pushed to F-Droid on September 12, 2026, assigning each a three-tier rating for likelihood of LLM-authored code (mostly AI >50%, hard to say/mostly human, no signs of AI). The heuristic relies on commit aesthetics, README and branding style, and the presence of agentic infrastructure like Claude Code or Codex, which automatically places an app in the 'mostly AI' tier. Example ratings include Amber (Nostr event signer) as mostly AI, and Aria for Misskey as showing no AI signs. The author stresses reliable detection of LLM-generated code from text alone is impossible, so ratings are approximate.

Hacker News · AI · 1d agoAI researchHN 46↑ · 23 comments

Search results are sending people to fake Bitrefill checkouts

Scam sites impersonating Bitrefill's crypto checkout appear in search results, tricking victims into sending up to $1,990 in crypto directly to scammers.

Malwarebytes documents a cluster of lookalike domains copying Bitrefill's gift card checkout, surfaced via search engine results rather than email. Victims choose an amount up to $1,990 and pay in Bitcoin, Ethereum, USDC, USDT, Solana, or Litecoin to scammer-controlled addresses, with no recourse since crypto payments are irreversible. Domains use typosquatting and Punycode/IDN homoglyph tricks, and the fake sites run commercial analytics software to measure and optimize victim conversion. Bitrefill's security team is working with takedown specialists to remove the sites.

Malwarebytes Labs · 1d agoPhishing & fraud

[AINews] AEF-1 standard emerges for Third Party Evaluators, as Xai, OpenAI, and Anthropic all cosign

xAI, OpenAI, and Anthropic cosign the AEF-1 third-party evaluation standard while Dario Amodei proposes embedded evaluators for safety verification.

The AI Evaluator Forum published AEF-1, a baseline standard for independent third-party AI evaluations covering access, conflicts of interest, funding relationships, recusal, and transparency, cosigned by xAI, OpenAI, and Anthropic. Dario Amodei wrote a rare personal blogpost proposing embedded evaluators such as METR with desks, badges, company laptops, and internal-risk-team-level access to verify safety commitments, plus democratic and global coordination frameworks. The roundup also covers the pacing debate: Bilal Chughtai left Google DeepMind arguing progress may outrun alignment, while critics including Aidan Gomez and Cohere push back against slowdowns and lab gatekeeping. Additional items include Cline Desktop's launch with open-weight model support.

Latent Space · 2d agoAI safety & security

Why you should work on AI for AI Research — Richard Socher of Recursive

Richard Socher's new lab Recursive, backed by $4.65B seed, targets AI systems that automate AI research itself.

Latent Space interviews Richard Socher, founder of You.com and AIX Ventures, about his new venture Recursive, which raised a $4.65 billion seed round to build the 'Eureka Machine' — a superintelligence for automating invention and AI research. Early claimed results include an AI research system outperforming humans and their agents on optimization tasks within two days, and NVIDIA GPU kernel improvements discovered without CUDA experts. Discussion spans reward hacking, constitutional AI critique, AI regulation, open-source models as geopolitical soft power, and hard-takeoff constraints.

Latent Space · 2d agoAI industry

Unsolved Problem by Fields Medalist Breached by Two High School Students

Two high school students used Claude Opus 5 and GPT-5.6 Sol to help solve an open Lorentzian polynomials problem, posting a 75-page arXiv proof.

Aayush Bathija and Prince Rohatgi of Oak Park High School, mentored by UCLA postdoc Daniel Soskin, published the 75-page paper 'Bounded Ratios for Lorentzian Polynomials' (arXiv 2609.05341), solving an open problem in Fields Medalist June Huh's Lorentzian polynomial theory. The main structural theorem extends bounded coefficient-ratio characterization from quadratic to arbitrary-degree polynomials via discrete convexity conditions. The students used Claude Opus 5 and GPT-5.6 Sol for exploration and proof ideas but independently verified all arguments; the result follows an open letter from 25 Fields Medalists voicing concerns about AI's impact on mathematical rigor.

Hacker News · security · 2d agoAI researchHN 22↑ · 19 comments