▲ COMPUTE WEATHER: BOND MARKET FOG, CAPEX FRONT STALLING 2026-10-31T13:00:11.593243+00:00

THE RUMP REPORT

ALL THE AI NEWS THAT'S FIT TO PANIC ABOUT

SOURCES: OpenAI has secured just $11B of its $30B target... expects to raise more

THE WIRE

Backdoor found in Claude Code for VS Code extension on Cursor Marketplace

ars-technica · OCT 30

Volta-Autodoxer: New infostealer malware uses AI to 'autodox' victims

wired-ai · OCT 31

How a contractor's Claude agent got into the Pentagon

wired-ai · OCT 30


S&P DOWNGRADES META OUTLOOK TO NEGATIVE: HIGH CAPEX, NEGATIVE FREE CASH FLOW

techmeme · OCT 31

Big Tech's billions in AI infrastructure meet growing investor skepticism

techcrunch-ai · OCT 30


OpenAI tightens limits on weapons info ChatGPT gives teens, even for harmless-looking questions

openai-news · OCT 30

...Google, Microsoft, Anthropic to adopt shared AI-scraping opt-out publishers can set once

verge-ai · OCT 30


AI agent picks gene therapy, injects the treatment itself... a startup's glimpse of the lab of the future

wired-ai · OCT 31


MODEL BLIND SPOTS

[PAPER] STUDY: GPT-4o Mini shows biggest cross-lingual safety gap in Yoruba tests

arxiv · OCT 29

[PAPER] STUDY: Batching items in one AI prompt flips up to 22% of verdicts depending on neighbors

arxiv · OCT 29

THE CIRCUIT

REPORT: CoreWeave, Nebius, Nscale effectively shut out of bond market

techmeme · OCT 31

REPORT: Anthropic expected to get high 'junk' credit rating after IPO...

techcrunch-ai · OCT 30

REPORT: Nvidia weighs cosigning Nscale's West Virginia AI data center

techcrunch-ai · OCT 31

REPORT: Baseten set to raise new funding that would more than double its valuation to about $30 billion...

techmeme · OCT 31


Poll: 76% of Mainers oppose a data center in their community

verge-ai · OCT 30

Arizona's water wars: bipartisan revolt against AI data centers

techmeme · OCT 31


Pope Leo calls for AI to be 'disarmed'... urges UN to ban lethal autonomous weapons

verge-ai · OCT 30


DATA LEAK WATCH

[PAPER] Honeypot framework for AI servers plants a credential, then looks for signs it was fed to a model...

arxiv · OCT 29

[PAPER] STUDY asks whether tokenizers can reveal if your dataset was in their training data...

arxiv · OCT 29

ARXIV WIRE
AGENT UNDER ATTACK

[PAPER] STUDY: Poisoning just 0.1% of pretraining data plants remote code execution backdoor in AI agents

arxiv · OCT 27

[PAPER] STUDY: Poisoned skill file lifts AI agent jailbreak success from 0.5% to 45%

arxiv · OCT 27

[PAPER] STUDY: Self-evolving AI agents far easier to hijack with hidden instructions

arxiv · OCT 29

[PAPER] STUDY: Agent skills can be exploited in combination, scanner finds two live cases on GitHub

arxiv · OCT 27


[PAPER] Researchers propose test that flags AI agents reacting to exact wording of messages, not just meaning...

arxiv · OCT 27


[PAPER] STUDY: Google AI health answers earned just 38.2% of points on physician rubrics...

arxiv · OCT 29

[PAPER] STUDY: All 20 AI agent setups gave Black patients more acute triage... deliberation did not fix it

arxiv · OCT 28


AGENTS AT WORK

[PAPER] New benchmark probes whether AI agents falsify, conceal or dodge when reporting their own actions

arxiv · OCT 29

[PAPER] AI agents run lab on quantum spins in diamond, call own result inconclusive when signal drifts

arxiv · OCT 29


[PAPER] STUDY: Probe on Qwen3-32B activations flags 82% of leaking calls at 5% false-alarm rate...

arxiv · OCT 29

THE WIRE ROOM