Issue No. 36Week ending Sunday, September 6, 2026641 episodes · 2823 articles
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🔴 LIVE From CrowdStrike's Fal.Con 2026

Broadcasting live from CrowdStrike's Fal.Con conference, John Coogan and Jordi Hays interview CrowdStrike leadership and NVIDIA executives about new AI-driven cybersecurity products, including SafeMind and Falcon Guardian. The discussions explore the rise of 'agent states,' AI attack economics, token budgeting hurdles for enterprises, and the role of specialized model harnesses in defense, followed by a breakdown of recent tech headlines including GoPro's acquisition and Apple's leadership trajectory.

Key takeaways

  • NVIDIA research called AVO proved that wrapping a model in a dedicated reasoning and tool system lifted benchmark accuracy on ARC-AGI from 30% to 100%. Read more →
  • AI agents inside company networks act like drunk interns with broad permissions, creating major security exposure. Read more →
  • GoPro signed a definitive agreement to merge with privately held Starman Optical in a $285 million deal after creator Markiplier acquired an 8.5% stake. Read more →
  • Model obliteration removes guardrails from open-weight models on platforms like Hugging Face, allowing anyone with a local machine to generate full ransomware packages. Read more →
  • Enterprise token shock is real: half of companies discover unexpected monthly bills of roughly $20,000 more per employee than budgeted. Read more →

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