James Altucher:

Anthropic’s Mythos AI Reportedly Cracked NSA Classified Systems in Hours, That Would Explain the Ban

On June 12, the Trump administration directed Anthropic to restrict its advanced AI models Fable 5 and Mythos 5 to U.S. citizens only. Unable to verify nationality at scale, Anthropic's only option was a full global shutdown, cutting off allies, researchers, and its own foreign-national employees with 90 minutes' notice. It's the first time the U.S. government has applied export controls to an AI model, and the consequences are still unfolding.

It was Senate testimony that reframed everything. Senator Mark Warner disclosed that General Joshua Rudd – who simultaneously leads the NSA and U.S. Cyber Command – told him directly that Anthropic's Mythos model had penetrated nearly all of the NSA's classified systems in just hours during an authorized red-team exercise.

"Broke into almost all of our classified systems, not in weeks, but in hours," Warner quoted Rudd as saying in the June 11 briefing, one day before the export ban landed.

That testimony remains unconfirmed by any government agency, and the full classified details are not public. If the claim holds up, it represents a landmark moment: a commercial AI model, built for cybersecurity research, autonomously compromising some of the most hardened classified infrastructure on Earth.

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Greg Guenthner:

Global Tech Sell-Off Intensifies, Led by AI and Chip Stocks

Markets tumbled around the world on Tuesday, as renewed doubts about sky-high valuations appeared to take hold of investors in some of the largest AI, chip and memory stocks.

The deepening sell-off in technology stocks was led by artificial intelligence and chip stocks, starting overnight with two of Korea’s largest companies, Samsung and SK Hynix, which both slid more than 12%.

Market sentiment was also also hurt by Elon Musk’s SpaceX, which has slid for days after a blistering June 12 debut on the U.S. market. Earlier Tuesday, shares fell as low at $147 before turning higher in volatile trading.

Recent selling in SpaceX shares has wiped out more than $900 billion in value from the company’s peak of more than $225 per share, which it hit one week ago. On Monday alone, shares fell nearly 17%, erasing $400 billion in value – the second largest one-day wipeout for any stock on record, according to Bloomberg.

This latest tumult was caused in part by worries over the sustainability of stunning surges in tech stocks and fears that rising inflation stemming from the Iran war and the closure of the Strait of Hormuz could lead to higher interest rates and more expensive borrowing for the ever-expanding global AI infrastructure buildout.

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Ray Blanco:

A U.S. Military Exercise in Space Got Underway With Barely Anyone Noticing

Rocket Lab quietly launched a small satellite from New Zealand on Friday in a high-flying military exercise to test the U.S. Space Force’s ability to rapidly respond to a crisis in low-Earth orbit.

The launch was scarcely announced in advance. The only public indication of an impending launch was the release of a warning for pilots and sailors to steer clear of the rocket’s flight path. Rocket Lab did not livestream the launch. As of Monday morning, officials from Rocket Lab and the Space Force had not acknowledged the launch in any official public statements.

But the U.S. military’s catalog of space objects was updated over the weekend to reflect the launch. A new satellite, designated Victus Haze Puma, showed up in the catalog with a launch date of Friday from Rocket Lab’s privately run spaceport at Māhia Peninsula in New Zealand.

Victus Haze is the U.S. military’s latest responsive space mission. The Space Force announced plans for the mission in 2024. The objective of the Victus Haze mission is to demonstrate how the military and its commercial partners might be able to quickly go up and assess a threat in orbit. That is apparently what happened last week.

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