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Microsoft: Attackers Use BNB Smart Chain Contracts to Deliver Malware InstructionsMicrosoft Threat Intelligence identified compromised websites using the EtherHiding technique to retrieve malicious instructions from a smart contract via a BNB Smart Chain RPC gateway. The campaign uses fake CAPTCHA prompts to trick users into executing malicious commands, with Microsoft reporting that ClickFix and TerminalFix campaigns target thousands of enterprise and consumer devices globally each day. ...

Industry Trends and Market Dynamics - Google experienced leadership shakeups with Demis Hassabis moving to Chair of DeepMind and Chief Scientist at Google, while Gemini 3.5 Pro faced delays partly due to low morale and researcher departures[1] - Google shares dropped 4% following the departure of Jeff Dean and other AI researchers, resulting in an estimated 200 billion dollars in lost market cap[1] - The market for frontier intelligence has consolidated into a duopoly led by Anthropic and OpenAI, with open-source and lagging models becoming highly commoditized[2] - Anthropic reached over 80 billion dollars in ARR, showing massive acceleration in the frontier model market[2] - Enterprise technology adoption is shifting toward a blended model strategy, utilizing cheap open-weight models for simple workflows and premium specialized models for complex tasks[3] Corporate Financial Performance and Capital Allocation - Capital deployment in AI infrastructure and data centers is viewed as a high-alpha, low-beta strategy delivering massive profit returns with high confidence, supported by tax advantages from accelerated depreciation on capex[1][2] - SpaceX reported spectacular Q2 results as a public company with 7.8 billion dollars in revenue, up 92% year-over-year, despite its stock settling at a 1.4 trillion dollar valuation[5] - SpaceX's AI revenue from Elon Web Services tripled quarter-over-quarter to 2.6 billion dollars, driven by renting compute capacity to Anthropic and Google[5] - Starlink generated 4.3 billion dollars in quarterly revenue with 2.6 billion dollars in adjusted EBITDA, doubling its subscriber base to 12 million users[6] - Air Table was acquired by Bending Spoons for 1.28 billion dollars, representing about 10% of its peak valuation of 11.7 billion dollars in 2021[10]

[music] Good morning. I know a lot of you in this room. It's great to see you.Welcome to the voice track at AI Engineer Worlds Fair. Uh for those of you who don't know me, my name is Quinn Low Holman Kramer. Uh I work at a company called Daily.We make developer infrastructure for real-time audio, video, and AI. And we're the team behind Pipecat, which is the most widely used framework for building voice agents today. Pipcat is open source and vendor neutral.It's used by companies like AWS and Nvidia and Ant ...

M.G. Siegler from Spyglass is back for our Montly discussion of the latest tech news. We cover: 1) Demis Hassabis steps down as DeepMind CEO (Alex solo) 2) Apple's memory crunch 3) Should Apple have known better? 4) Will iPhone prices go up? 5) How much can Apple raise prices without losing sales 6) Does that eventually hurt its services business? 7) Microsoft is spending less on AI... but there's an interesting wrinkle 8) How much cloud growth is driven by OpenAI and Anthropic? 9) The divisions within Goog ...

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