WATCH SOFTWARE

“The markets were soft before the war. So all the war did was shuffle the pieces around a little bit. Now I'm not saying we're in for a market crash, but the markets are pretty much within a trading range, and they started to break down before the conflict even began.”

“Software stocks are ugly. This has not helped them much at all. You know, if I look at the software sector, if I'm looking at the IGV, it's actually lower than before the war. If you look at the last three days, it's actually gone down a lot; it's just getting ugly in the software sector.”

“The problems of the financial industry are a combination of the size of the problem and the transparency of the problem. If you have a small amount of problems that are non-transparent, it's a huge problem in the industry because people sell first and ask questions later.”

“Semis are also a part of technology, and semis have actually done reasonably well. You look at the semiconductors, it's back to all-time highs. Should it be? I don't think so, but it is. My views don't matter, but it's a pretty big part of technology showing divergence.”

“What I'm doing is I'm taking a step back and I'm pausing. I'm just going to watch and see what happens because I don't know what's going to happen. I'm not going to predict right now; it is way too early to predict.”

“Notably, they are not releasing this model to the public because they claim it is too dangerous to do that. Instead, they are giving access to a consortium of tech companies, including Cisco, Broadcoms, or makers of Internet infrastructure, as well as Microsoft, Apple, Amazon. Basically, every big tech company that is not OpenAI or Meta is getting access to this model, but not general access. Just access to do defensive cybersecurity testing, basically, to go out and harden their systems and their infrastructure and their software before the general public can get its hands on this model.”

“One of them was that this model apparently found a twenty seven year old security flaw in OpenBSD. OpenBSD is an open source operating system that runs on firewalls and routers. It is sort of like a critical security layer on the Internet, and it was designed specifically to be hard to hack. And this model, because of its advanced coding and reasoning capabilities, was able to find this bug that twenty seven years worth of professional security researchers had not been able to find.”

“Alex Stamos said, like, yes. This is a big deal. And he was hoping for a long time that we would see a consortium come together like this because of exactly what you just said, Kevin. The intelligence in in these machines and their ability to work autonomously are now great enough that they can chain together exploits that human beings either would never see, would take them a long time to see, or they would just never get to because we're we're limited in ways that these machines are not.”

“You have a new model that you claim is the most powerful model in the world. So instead of selling it, you give a $100,000,000 of claud credits away to a consortium of companies that includes many of your competitors, which is what Anthropic is doing. That is not how I personally would market a spooky new model if I were in the business of marketing spooky new models.”

“On June 10 in San Francisco, we are doing the second ever installment of Hard Fork Live. It's happening on June 10 in San Francisco at the Blue Shield of California Theater. Bigger venue than last year. Tickets will be on sale at nytimes.com/events. Not today, but next Friday, April 17.”