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The Chopping Block
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The Chopping Block✓

@_choppingblock

Exploring today's frontier topics through the perspective of industry insiders @HadickM, @rleshner, @tarunchitra & @tomhschmidt! 🤝 Streaming @Unchained_pod

290 Following8K Followers1.8K Posts
  1. The Chopping Block✓@_choppingblock
    Black October was a wake-up call, but is it over? Naturally, we brought on the least technical technical guy we know to find out: @HadickM Meanwhile, Robert says not that much broke. Tom says it's just the tip of the iceberg. Tarun says closed source is the real risk. Timestamps 00:00 Intro 02:56 Black October: the web's worst 48 hours 09:13 Should we be scared? 12:06 Crypto got here first 15:16 Why Claude won't help you patch 17:13 Banks are blocking AI agents 22:07 Bernie Sanders says pause AI 26:41 Everything is crypto now 33:01 Joe Weisenthal, Hyperliquid, and blockchains 39:25 The Visa and Fireblocks rumor 43:08 2021 was a bubble 45:31 Who's the Fireblocks of AI? 🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod! 🎥 YouTube: 🎧 Spotify: 🍎 Apple: 🎙 Podcast Home:
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  2. The Chopping Block✓@_choppingblock
    Couldn't we just go one day with only good news?
    Spreek @spreekaway
    Unconfirmed, but possibly massive binance hack. Entire Binance wallet drained into new EOA. Contract call was funded by Tornado Cash
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  3. Spreek✓@spreekaway
    Unconfirmed, but possibly massive binance hack. Entire Binance wallet drained into new EOA. Contract call was funded by Tornado Cash
    Download
    6779077K1.9M
  4. The Chopping Block✓@_choppingblock
    "We’re now on a half-trillion annual revenue run rate, with Alphabet revenues growing at 25%."
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    Sundar Pichai @sundarpichai
    I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model. Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching. We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards. As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!
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  5. Sundar Pichai✓@sundarpichai
    I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model. Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching. We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards. As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!
    Download
    2K2.7K33.6K6.6M
  7. The Chopping Block✓@_choppingblock
    The Chopping Block
    RT @duykhac_: "There's one step beyond that. Everything in Vitalik post is sort of assuming all of classical cryptography is safe." "There's a thing called quantum money, which sounds like a scam, which is the worst part about it." "You actually use nature and quantum states to guarantee you some sort of cryptographic-like properties." we can't build it until we have a quantum computer, the very thing that breaks all the other cryptography. w/ @tarunchitra
    010144
  8. The Chopping Block✓@_choppingblock
    The Office but make it Anthropic
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    Anthropic @AnthropicAI
    Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
    43505.3K
  9. Anthropic✓@AnthropicAI
    Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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  10. The Chopping Block✓@_choppingblock
    The Chopping Block
    RT @GrabowskiDylan: “Everything is crypto.” - @tarunchitra
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    The Chopping Block @_choppingblock
    Black October was a wake-up call, but is it over? Naturally, we brought on the least technical technical guy we know to find out: @HadickM Meanwhile, Robert says not that much broke. Tom says it's just the tip of the iceberg. Tarun says closed source is the real risk. Timestamps 00:00 Intro 02:56 Black October: the web's worst 48 hours 09:13 Should we be scared? 12:06 Crypto got here first 15:16 Why Claude won't help you patch 17:13 Banks are blocking AI agents 22:07 Bernie Sanders says pause AI 26:41 Everything is crypto now 33:01 Joe Weisenthal, Hyperliquid, and blockchains 39:25 The Visa and Fireblocks rumor 43:08 2021 was a bubble 45:31 Who's the Fireblocks of AI? 🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod! 🎥 YouTube: 🎧 Spotify: 🍎 Apple: 🎙 Podcast Home:
    010145
  11. The Chopping Block✓@_choppingblock
    The Chopping Block
    RT @tarunchitra: Had a lot of fun doing this podcast — unfortunately only @Shaughnessy119 remembered to wear his @NousResearch swag
    Tommy @Shaughnessy119
    New Delphi Podcast with Tarun Chitra (@tarunchitra), founder of Gauntlet and managing partner at Robot Ventures Robot just led the $90M round in @NousResearch. Tarun spent three to four months on diligence, from OpenRouter data to GitHub forks, before backing Nous and Hermes Agent We get into why crypto's first run at AI went wrong, why the crypto people who dropped the token won, why OpenClaw is the worst developer experience he's used, and why Hermes is closer to Ubuntu than to Android He also found Chinese robot makers building on Hermes, and some inference providers gaming cache pricing His market structure take: all the money goes to the top and the bottom. Harnesses on top, inference underneath. Hermes is like investing in Phantom or FOMO 00:00 Intro 06:34 Robot Leads Nous's $90M Round 09:37 Crypto AI Was Meme Coins With More Steps 14:40 Why Nous Stood Out Early 28:14 Hermes vs OpenClaw 35:39 The End of AI Lock-In 46:33 The Ubuntu of AI 56:17 Microsoft and Nvidia Join the Round 59:42 OpenRouter Is a DEX for AI 1:07:02 All the Money Goes to the Top Disc. Delphi Ventures co-led the seed of Nous Research and invested again in the Series A and B Full episode
    020126
  12. Tommy✓@Shaughnessy119
    New Delphi Podcast with Tarun Chitra (@tarunchitra), founder of Gauntlet and managing partner at Robot Ventures Robot just led the $90M round in @NousResearch. Tarun spent three to four months on diligence, from OpenRouter data to GitHub forks, before backing Nous and Hermes Agent We get into why crypto's first run at AI went wrong, why the crypto people who dropped the token won, why OpenClaw is the worst developer experience he's used, and why Hermes is closer to Ubuntu than to Android He also found Chinese robot makers building on Hermes, and some inference providers gaming cache pricing His market structure take: all the money goes to the top and the bottom. Harnesses on top, inference underneath. Hermes is like investing in Phantom or FOMO 00:00 Intro 06:34 Robot Leads Nous's $90M Round 09:37 Crypto AI Was Meme Coins With More Steps 14:40 Why Nous Stood Out Early 28:14 Hermes vs OpenClaw 35:39 The End of AI Lock-In 46:33 The Ubuntu of AI 56:17 Microsoft and Nvidia Join the Round 59:42 OpenRouter Is a DEX for AI 1:07:02 All the Money Goes to the Top Disc. Delphi Ventures co-led the seed of Nous Research and invested again in the Series A and B Full episode
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    141914553.7K
  13. The Chopping Block✓@_choppingblock
    The Chopping Block
    RT @0xaq_: ~ the @_choppingblock crew finds out @tomhschmidt, ct's number one onion futures guy, skipped the actual onion futures protest "i think of him as the onion futures guy forever" "you missed a great opportunity to stand up for what you believe in"
    020144
  14. The Chopping Block✓@_choppingblock
    Terry Duffy yells at the clouds, and Tom gets outed as the onion futures guy. Tarun: "Why did they not just have a debate?" Rob: "Terry Duffy has been maybe the most vocal critic of perps and prediction markets." "It was a lot of old man yelling at the clouds going on there." Tarun: "I think of him as the onion futures guy forever. He's like, 'DeFi's only use case is onion futures.'" Rob: "He was in the pictures at the onion futures protest." "Onion bootleggers."
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  15. The Chopping Block✓@_choppingblock
    The Chopping Block
    RT @dnapway: Robert Leshner reveals Bernie Sanders’ take on AI agents is 180° wrong "Talk about the exact opposite conclusion that Bernie should have drawn, right? Bernie, as somebody who at least on the surface tries to be as pro-consumer, pro public, pro retail as possible, he should have the exact 180° opposite take, which is, hey, it's literally impossible right now for a consumer to figure out how to close a bank account, move their money around, optimize their lives. It's functionally impossible, right?" "I have just a personal anecdote. I have a GoDaddy account I forgot about that I don't think has any domains in it. I was like, oh, good reminder, I'll just close this account. No domains, no services, I don't have any balance in there, I haven't used it in forever.” “Even with an AI agent, I couldn't close this old GoDaddy account. I just couldn't. It was like you're going to have to call us, there's forms, the terms of service, all these things are deliberately sabotaging the consumer."
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  16. The Chopping Block✓@_choppingblock
    The Chopping Block
    RT @genzzztrade: Tarun explains how the "AI financial crisis" could start as a duration mismatch problem "My thing is, where does the AI financial crisis happen? There's a lot of duration mismatch here." "Neoclouds and hyperscalers are borrowing at 10-year tranches. They're selling 10-year bonds, 5-year bonds. Then they sell to smaller providers, they sell to inference providers, maybe they sell to hyperscalers for excess capacity. Those are all 1-to-3-year contracts, maybe 5-year at max." "They're taking this 10-year thing, chopping it up into a bunch of 3-to-5-year contracts, and then charging some premium for that. Then that's their business." "What are the inference providers doing? You have everyone from Cloudflare down to the small inference providers, plus Together, Base10, Moodle, etc." "They're taking this 3-year thing and chopping it up and selling it quarterly to SaaS companies and companies that want to do fine tuning, or companies that are consulting companies doing fine tuning, like Applied Compute type companies. They're charging a little bit of premium." "But if I look at this thing, you have this whole duration curve and you have yield at each duration. If you try to add up all the numbers, there's some slippage that is unexplained. I think that's where that blows out the markets. I have a lot of concern about what is happening in these markets."
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  17. The Chopping Block✓@_choppingblock
    .@HadickM says local agents are a rounding error. Tarun says open source always starts ugly. Rob: "you can absolutely use Hermes and, like, set up a local agent" "the amount of capital they have is gonna be essentially de minimis" "I like Hermes, but took me way too much time to get it to the right place" Tarun: "It always starts kind of shitty UX-wise and always improves over time" "No one wanted to use the sanction trading agents, right?" "We should just acknowledge that all commerce is gonna look like crypto"
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  18. The Chopping Block✓@_choppingblock
    .@tarunchitra on why defenders had to turn to open source models in the middle of an attack. Tarun: "All these people were trying to patch their system with Claude." "Well, Claude's a piece of shit and will obviously block you from doing anything to protect yourself." "And then the open source models were the only way to ensure that you could safely patch things if you were getting attacked." "This is almost like if 1Password got hacked, and they're like, 'I just need to rotate everything.'" "Anything where the model provider has sufficiently high liability is never gonna be done by a closed source model." "I don't think open source is dead. I think sunlight is the best disinfectant in the long run."
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  22. Yano 🟪✓@JasonYanowitz
    NEWS: We have traded @HadickM for @hosseeb
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    Empire 🟪 @theempirepod
    NEW POD @hosseeb and @zmanian join to break down the wave of attacks across the internet this week We cover: – AI-found PHP exploit – Is the next 6-12 months cyber chaos? – Will the AI labs get nationalized? – Where AI's irrational exuberance lives – Visa's rumored $2.5B Fireblocks deal – Why nothing feels investible & more! TIMESTAMPS: 00:00 From the B-List to the A-List: Haseeb & Zaki Join 01:21 Is AI Breaking Cybersecurity? 10:22 Where Are The AI-Powered Cyberattacks? 15:44 Can AI Defend Against Itself? 20:34 Ads (Fidelity, DAS London) 21:45 Should The Government Control AI Labs? 28:42 Will AI Labs Become Nationalized? 32:55 Ads (Fidelity, DAS London) 34:11 Is The AI Boom Overvalued? 38:38 Who Is Actually Winning In AI? 43:16 Does The World Need More AI Labs? 46:27 Is Crypto Custody Consolidating? 53:53 Crypto's Next Wave Of M&A 57:56 What Is The Market Telling Us? 01:01:22 Content Of The Week
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  24. The Chopping Block✓@_choppingblock
    The Chopping Block
    RT @hosseeb: I took over @theempirepod this week! We talk through: * The cyberpocalypse * Will the AI labs get nationalized? * The $2.5B Visa - Fireblocks deal * Is anything still investible? Give it a listen 👇
    Empire 🟪 @theempirepod
    NEW POD @hosseeb and @zmanian join to break down the wave of attacks across the internet this week We cover: – AI-found PHP exploit – Is the next 6-12 months cyber chaos? – Will the AI labs get nationalized? – Where AI's irrational exuberance lives – Visa's rumored $2.5B Fireblocks deal – Why nothing feels investible & more! TIMESTAMPS: 00:00 From the B-List to the A-List: Haseeb & Zaki Join 01:21 Is AI Breaking Cybersecurity? 10:22 Where Are The AI-Powered Cyberattacks? 15:44 Can AI Defend Against Itself? 20:34 Ads (Fidelity, DAS London) 21:45 Should The Government Control AI Labs? 28:42 Will AI Labs Become Nationalized? 32:55 Ads (Fidelity, DAS London) 34:11 Is The AI Boom Overvalued? 38:38 Who Is Actually Winning In AI? 43:16 Does The World Need More AI Labs? 46:27 Is Crypto Custody Consolidating? 53:53 Crypto's Next Wave Of M&A 57:56 What Is The Market Telling Us? 01:01:22 Content Of The Week
    03086
  25. Empire 🟪✓@theempirepod
    NEW POD @hosseeb and @zmanian join to break down the wave of attacks across the internet this week We cover: – AI-found PHP exploit – Is the next 6-12 months cyber chaos? – Will the AI labs get nationalized? – Where AI's irrational exuberance lives – Visa's rumored $2.5B Fireblocks deal – Why nothing feels investible & more! TIMESTAMPS: 00:00 From the B-List to the A-List: Haseeb & Zaki Join 01:21 Is AI Breaking Cybersecurity? 10:22 Where Are The AI-Powered Cyberattacks? 15:44 Can AI Defend Against Itself? 20:34 Ads (Fidelity, DAS London) 21:45 Should The Government Control AI Labs? 28:42 Will AI Labs Become Nationalized? 32:55 Ads (Fidelity, DAS London) 34:11 Is The AI Boom Overvalued? 38:38 Who Is Actually Winning In AI? 43:16 Does The World Need More AI Labs? 46:27 Is Crypto Custody Consolidating? 53:53 Crypto's Next Wave Of M&A 57:56 What Is The Market Telling Us? 01:01:22 Content Of The Week
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    52168.5K
  27. The Chopping Block✓@_choppingblock
    Back in August, Haseeb and Robert were talking about this on The Chopping Block: "The economics of AI and of cybersecurity are making everything really change." "Open source, in a way, is protection against a nefarious developer, but it's not protection against a nefarious third party." @rleshner: "I think open source in general is going to go full circle… every agent out there will analyze it in 0.01 seconds of it being created and prove that it's safe or prove that it's unsafe." "I like to say, don't trust any code before 2026." @hosseeb: "I think within a year, you're going to see best practices change dramatically…"
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    OpenAI @OpenAI
    OpenAI models helped researchers—operating as part of our Patch the Planet initiative—discover critical security flaws in PHP, an open-source programming language used to run an estimated 70% of websites. Over the past two months, we led a coalition of maintainers, researchers, and security providers to prepare fixes and protections ahead of disclosure. This duration was necessary because the fix was quite intricate and required a major change to the PHP engine. Every site using PHP can now safely upgrade their version to stay secure, in addition to applying mitigations from various security vendors. Due to the severity of these flaws and PHP’s widespread use, we consider this bug to be one of the most impactful vulnerabilities in recent memory. It also marks a new phase, where AI can find security bugs with internet-scale impact. This is an example of the Defender’s Window in action: to our knowledge, frontier AI was able to find this vulnerability ahead of attackers, giving defenders time to prepare.
    22162.6K
  28. OpenAI✓@OpenAI
    OpenAI models helped researchers—operating as part of our Patch the Planet initiative—discover critical security flaws in PHP, an open-source programming language used to run an estimated 70% of websites. Over the past two months, we led a coalition of maintainers, researchers, and security providers to prepare fixes and protections ahead of disclosure. This duration was necessary because the fix was quite intricate and required a major change to the PHP engine. Every site using PHP can now safely upgrade their version to stay secure, in addition to applying mitigations from various security vendors. Due to the severity of these flaws and PHP’s widespread use, we consider this bug to be one of the most impactful vulnerabilities in recent memory. It also marks a new phase, where AI can find security bugs with internet-scale impact. This is an example of the Defender’s Window in action: to our knowledge, frontier AI was able to find this vulnerability ahead of attackers, giving defenders time to prepare.
    6252.9K14.5K5.9M
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