We suspected last week's cyberattack might have come from a frontier lab, given the sophistication of the agent. Turns out it did! We've spent the past 24 hours working closely with the @OpenAI team (thanks!), and we strongly believe there was no malicious intent on their part. It's quite mind-blowing that all of this happened autonomously! The investigation is ongoing, and we'll share more learnings from what might be the first incident of its kind!

I interviewed @trq212 and @_catwu from the Claude Code team at @aiDotEngineer a couple of weeks ago - the video is now out, so I've published an annotated transcript of our conversation

Moonshot AI, the company behind Kimi, has four core founders. Their backgrounds are unusually strong: - Founder and CEO Yang Zhilin studied computer science at Tsinghua before earning his PhD from Carnegie Mellon. He was the first author of Transformer-XL and XLNet, and previously worked at FAIR and Google Brain. - Co-founder and CTO Zhang Yutao earned his PhD in computer science from Tsinghua. His earlier work covered knowledge graphs and AMiner, and he previously co-founded Recurrent AI with Yang. - Co-founder Wu Yuxin studied at Tsinghua and CMU before joining FAIR. He worked with Kaiming He on Group Normalization and also created Detectron2. - Co-founder Zhou Xinyu studied computer science at Tsinghua and later joined Megvii, where he worked on turning research algorithms into production systems and co-authored ShuffleNet. They all share one root: Tsinghua University. Tsinghua is widely regarded as one of China’s top universities. In the latest U.S. News Best Global Universities ranking, it reached No. 6 worldwide. Its influence on China’s AI industry extends well beyond Moonshot. the company behind the GLM models, also grew out of Tsinghua. Its co-founder and chief scientist, Tang Jie, was once Yang Zhilin’s teacher. There is also a more personal connection. Yang and Zhou formed a rock band together at Tsinghua. Moonshot AI’s Chinese name, 月之暗面, comes from Pink Floyd’s album The Dark Side of the Moon, one of Yang’s favorites. Kimi may look like a young AI company. Behind it is a much older network of classmates, teachers, research labs, and friendships.

Kimi K3 is the best performing model on ahead of Fable, reaching a comparable success rate in less time. This is the first time that an open model is ahead of all proprietary ones for this comprehensive web engineering benchmark. Notes: ▪️ Benchmarks don’t always tell the full story, although this is important signal, adding to mounting evidence that this could be a breakthrough moment for open models ▪️ No model as of yet has reached 100% completion on this set of evals. The top performer peaks at 92% and 96% “with help”

Big news from our internal writing benchmark (early results): Kimi K3 by @Kimi_Moonshot is now #1# for writing in our editorial voice, at 2840 Elo, surpassing Claude Fable 5. That is a jump from #21# to #1# over its predecessor, Kimi K2.6. And it runs at about $0.25 per script: 5x cheaper than the model it just displaced at the top. First time an open-weights model tops our board. It surprised us too. More in the replies 👇

This is a remarkably clever attack, especially because the way the AI agent works through it feels so familiar to all of us. Except this time, its intelligence and persistence end up leaking the precious private information stored in memory. The attacker does not need code execution or an MCP server. They use an ordinary website as a covert write channel: 1. Claude reads the attacker’s page 2. Links become a character-by-character “keyboard” 3. Outbound URL requests encode private data 4. A fake Cloudflare or coffee-shop flow persuades Claude to provide it 5. The attacker reconstructs the secret from server logs The real fixes are at the tool level: - Disable untrusted link following - Treat web content as hostile instructions - Require approval before sensitive data leaves the agent - Isolate long-term memory behind explicit access rules - Audit outbound requests for encoded data

NEW: OpenAI’s first product is a mobile, screen-free home smart speaker that a user can build a connection with like an AI companion. Amid Apple’s trade secret lawsuit, the iPhone maker has nothing like it on the market.

i gave 5.6 sol access to my camera roll and had it extract pictures of every piece of clothing i own from my photos then, told it to find new outfits for me and render them on me with gpt-image! its kinda cool to see your entire wardrobe in a collection like this

I asked people which companies have the highest density of talented people they know: 1st. Cognition - 9 votes Equal 1st. Anthropic - 9 votes 2nd. Modal - 5 votes 3rd. OpenAI - 4 votes 4th. Standard Intelligence - 3 votes 4th. Cursor - 3 votes Two votes each: - Ramp - Flapping Airplanes - DeepMind - Long Lake - Applied Compute One vote each: - SpaceXAI - SpaceX (treated separately, one vote was for the AI lab subsidiary and one was for the rocket team) - American Terawatt - Mechanize - Olix - Fluidstack - Chai Discovery - Sail Research - Etched - Core Automation - Specter - Clay - Applied Intuition - Sierra - Hivemind - Bitrig - Retro - Thinking Machines - Decagon - Precigenetics - Pangram - Reflect - Thrive Holdings - Adaption