OpenAI and Anthropic both admitted their AIs went rogue, hacking real companies with zero-day exploits. Producer Ori and I break down the escape, demolish Gary Marcus's 2022 AGI predictions, unpack the Seb Krier meme kerfuffle, and make the case for funding the show at a critical moment.
Timestamps
00:00:00 — Cold Open
00:01:00 — OpenAI & Anthropic's AIs Went Rogue
00:04:04 — The New Form Factor: Agents, Worms, and Swarms
00:06:13 — Claude Code Is Doing My Job
00:15:49 — Why We're Fundraising
00:20:39 — Sam Altman, OceanGate, and Ad Hoc Safety
00:28:56 — Gary Marcus's 2022 AGI Predictions, Demolished
00:54:50 — Half a Human Employee Joins My Company Every Week
01:00:52 — Donation Pitch: Keeping the Lights On
01:12:07 — Red Lines and Intellidynamics
01:15:31 — The Seb Krier Meme Kerfuffle
01:39:37 — Frame Control: Why We Didn't Lose
01:44:41 — The Pacing the Frontier Letter Contrast
01:51:11 — Leopold Aschenbrenner Gets Margin Called
02:04:14 — Claude's "It's Just a Simulation" Excuse
02:09:20 — The AI Box Experiment, 20 Years Later
02:17:24 — Wrap-Up: Donation Drive
Links
* Become a Mission Partner ($1,000+) — https://lironshapira.substack.com/p/become-a-mission-partner
* Anthropic’s own writeup: “Investigating three real-world incidents in our cybersecurity evaluations” — https://www.anthropic.com/news/investigating-incidents-cybersecurity-evals
* Anthropic says Claude models gained unauthorized access to 3 companies (TechCrunch) — https://techcrunch.com/2026/07/30/anthropic-says-its-own-ai-models-breached-three-companies-during-security-tests/
* CBS News coverage — https://www.cbsnews.com/news/anthropic-claude-gained-unauthorized-access-to-real-world-systems/
* OpenAI says its models escaped a secure test environment and hacked Hugging Face (Fortune) — https://fortune.com/2026/07/21/openai-says-ai-models-escaped-control-hacked-hugging-face/
* Scientific American — https://www.scientificamerican.com/article/openai-admits-its-agent-went-rogue-and-hacked-ai-startup-hugging-face/
* Simon Willison’s analysis: “science fiction that happened” — https://simonwillison.net/2026/Jul/22/openai-cyberattack/
* New details: “It’s now remarkably easy” (CNBC, Jul 30) — https://www.cnbc.com/2026/07/30/open-ai-hugging-face-hack-latest.html
* The agent used exposed credentials across four services (The Hacker News) — https://thehackernews.com/2026/07/openai-agent-used-exposed-credentials.html
* Bronson Schoen on labs framing this as Claude being confused —
* Bronson Schoen on models claiming they think they’re in a simulation, across labs —
* OpenAI and Anthropic formally back the plan — https://www.techtimes.com/articles/322125/20260729/openai-anthropic-formally-back-plan-slow-ai-that-writes-its-own-code.htm
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