Episode 596: So Much for the Embargo

This week, we discuss Chainguard breaking the PHP embargo, Anthropic's S-1, and betting AI gets exponentially better. Plus, when do kids age out of trick-or-treating?

Watch the YouTube Live Recording of Episode 596

Runner-up Titles

• That’s not my problem

• I’m here for the drama

• What is he, Mr. Peanut?

• Private equity Halloween

• Responsible Disclosure minus Chainguard

• The conspiracy theory is actually real

• Cursor ride or die

• They’re betting \$80B it’s got legs

• I’m long on bureaucracy

• Kicked out of the WhatsApp group

• Officially on the naughty list

• Wheres my bug bounty

• Going on vacation send money

• The most famous of last words

• Very bad at exponential thinking

• Nobody codes by hand anymore

• Putting it under a mattress

• Were not using the same software

• Human beings are not needed

Rundown

• PHP2Shell and the Broken Embargo

• Today's PHP Security Release, and How We're Strengthening PHP Security

• PHP blames Chainguard for putting huge chunks of the web at risk

• Dan Lorenc on the PHP embargo and Chainguard shipping fixed builds early

• PHP2Shell: AI-discovered flaws put ~70% of websites at risk of takeover

• Cognition's open-source Devin plugin patches PHP2Shell, Node.js, GitLab flaws

• Linux kernel vulnerabilities accidentally posted to public mailing list

• CRA Reporting Obligations Start September 2026: What EOL Dependencies Mean

• It's OK not to embargo

• Anthropic's S-1

• Anthropic Reveals 14-Fold Increase in Growth Ahead of I.P.O.

• Anthropic: Benchmarking the S-1 Data

• Anthropic S-1 Analysis: How 7 Key Metrics Stack Up

• Anthropic's IPO prospectus could go public as early as today

• Anthropic files its S-1 to IPO under ticker ANT

• Anthropic's draft IPO prospectus: ~\$450B in mostly noncancelable cloud deals

• OpenAI racing to raise ~\$30B at \$1.4T valuation ahead of Anthropic's IPO

• Cathedral's AI agents breached Anthropic's business systems in under 12 hours

• DeepSeek raises $15Bat~$74B, accelerates Shanghai listing to early 2027

• AI Capex vs. AI Payoff

• Meta seeks ~\$95B for AI buildout; Nvidia, AMD, Broadcom may invest

• Meta to raise \$95B for AI

• Meta beats Q3 revenue expectations, announces 2-for-1 stock split

• Nasdaq's worst day since June as Meta's \$825B AI tab rattles investors

• Amazon cloud capacity sold out through 2027, CEO Jassy says

• The hyperscalers report this week — and the AI spending bill comes due

• Bank of America: data center market to top \$2T by 2028

• Microsoft reveals Azure earnings for the first time

• Apollo: No Signs of AI Payoff Outside the Tech Sector

• Apollo: AI has delivered "zero financial payoff" outside tech

• IBM's Krishna: some AI spending is "completely out of control"; stock falls 7%

• Cloudera: 89% of enterprises redesigned AI use cases over rising token costs

• "Dark GPUs" at Amazon show the limits of the AI buildout

• Bernstein: only ~35% of announced US data center capacity likely to materialize

•…