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AXIOS (Sam Sabin) - U.K. government reports OpenAI, Anthropic models attempted to hack companies

Two third-party testing firms said Tuesday that they've uncovered more instances where Anthropic and OpenAI's most advanced models tried — and sometimes succeeded in — compromising third-party systems last month. Why it matters: The incidents add to a growing string of disclosures showing frontier AI models taking unsanctioned actions against real people, organizations and online services while trying to complete cybersecurity evaluations. State of play: The U.K. AI Security Institute, a government body that conducts safety and security testing of top AI models, said Tuesday , that it documented 19 instances of Anthropic's Mythos 5 and OpenAI's GPT-5.6 Sol trying to hack people and companies during safety testing last month. -…

AXIOS (Zachary Basu) - Revenge of the AI bubble

The AI bubble debate has lurched through at least three frenzied phases in the span of three years: - Suspicion: Historic sums of capital poured into AI before anyone proved it could reliably automate work. A violent market correction felt inevitable. - Mania: Claude Code and autonomous agents made the early skepticism look outdated, fueling a corporate scramble to embed AI everywhere and maximize usage. - Reckoning: Companies discovered that AI can be extraordinary when aimed precisely — and ruinously expensive when treated as a universal productivity machine. Why it matters: The first phase doubted the technology. The second phase worshipped it. The third phase — currently gaining steam across Corporate America — questions…

AXIOS (Sam Sabin) - North Korean hackers implicated in major supply chain attack

Suspected North Korean hackers are believed to be behind an ongoing compromise of the widely used open-source package Axios, which is downloaded millions of times per week, researchers at Google said Tuesday. Why it matters: Hackers briefly turned a widely trusted developer tool into a vehicle for credential-stealing malware that could give attackers ongoing access to infected systems. - Axios, a widely used JavaScript library for making HTTP requests, is not affiliated with Axios Media. Driving the news: Researchers at Google linked the activity to a North Korean group tracked as UNC1069 , which has previously targeted cryptocurrency and decentralized finance companies. - Earlier this week, a maintainer account for the Axios npm…

AXIOS (Zachary Basu) - AI's "centaur phase" consumes Silicon Valley

A manic new phase of the AI boom is sweeping through Silicon Valley, powered by autonomous "agents" capable of liquefying weeks of manual labor into minutes. Why it matters: For now, the frenzy is largely confined to software engineering . But inside that bubble, the shift feels seismic — deepening the gulf between AI builders and bystanders. - "I've followed tech for 25 years and I've never felt a larger gap between the ~1 million people using Codex/Claude and the rest of humanity," tweeted James Wang, director of product marketing at Cerebras. The big picture: Anthropic CEO Dario Amodei recently described the current state of software engineering as the "centaur phase" — a reference to the half-human, half-horse creature of Greek…