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A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

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Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#141

Post by quickthrowman »

SV_BubbleTime wrote: post #110
emdash wrote: post #100

Earlier quoted context omitted.

We really need a better board for talking about this stuff on.

There’s been a lot of time and effort and money put in to siloing away independent forums so that you don’t use them. Someone go ahead and explain to me the actual rationale that RDDT has a higher P/E ratio than Nvidia. It’s not because of some dumb “ai training deal”. It’s because until they run it into the ground, it is the place to find what used to exist in forums.

> Someone go ahead and explain to me the actual rationale that RDDT has a higher P/E ratio than Nvidia.

Investors in RDDT are pricing more growth than they are into NVDA. NVDA had a high P/E until their net income grew ($4B and change to $72.2B in from FY 2023 to FY 2025 and over $100B for FY 2026)

Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#142

Post by suburban_strike »

Georgelemental wrote: post #137
metalliqaz wrote: post #120

Earlier quoted context omitted.

[flagged]

Is it really that impossible to believe that these might be real? I enjoy a good conspiracy theory as much as anyone, but "they committed a bunch of felonies and then publicly admitted to them in order to look good " just makes 0 sense. Where are these mythical people who admire companies more when they commit felonies? I haven't seen them…

Mostly in the middle and far east. The idea that people bend over backwards to hire criminals as subject matter experts on security is largely a Judaic practice that television perpetuates in spite of reality.

If you're a teenager convicted of hacking in the west, no corporation will want anything to do with you. If you're convicted of hacking in Israel, Unit 8200 will probably send a recruiter. It's a curious practice and I'm not sure where I stand on it.

Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#143

Post by kridsdale1 »

jackb4040 wrote: post #62
dgellow wrote: post #32

Earlier quoted context omitted.

Only if you ignore their losses. They are saying they are profitable when not counting their training costs and other expenses. That’s not a good sign at all

How can they exclude training costs?? How is that not fraud? At the exact same time they're literally saying they will never stop training unless the state bans all their competitors

They aren’t a public company. GAAP does not apply. They can say whatever the fuck they want.

Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#144

Post by fc417fc802 »

8note wrote: post #88
hungryhobbit wrote: post #84

Earlier quoted context omitted.

It has nothing to do with lowering training costs: Dario want a moat (a monopoly or duopoly or similar) protecting his business. His entire business model was "race to develop AI before anyone, get a monopoly on it. It's just like how Uber's (or many other startup) investors gave them tons of money and raced (violating tons of laws) to "get their first". Now that they have, they have a duopoly with Lyft, and they can…

thats not a very convincing model. as long as training data and compute is available people are going to be able to make serviceable alternatives

If it's framed as national security being at stake why do you think the government won't regulate access to compute? Globally there are only a few firms designing competitive chips and only a handful of cutting edge fabs the world over. This could easily serve as justification to finally ramp up the war on general computing.

Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#145

Post by Barrin92 »

Georgelemental wrote: post #137
metalliqaz wrote: post #120

Earlier quoted context omitted.

[flagged]

Is it really that impossible to believe that these might be real? I enjoy a good conspiracy theory as much as anyone, but "they committed a bunch of felonies and then publicly admitted to them in order to look good " just makes 0 sense. Where are these mythical people who admire companies more when they commit felonies? I haven't seen them…

>Where are these mythical people who admire companies more when they commit felonies?

everywhere, I talked to a Palantir guy once and he said "every time someone paints us as a Bond Villain the stock prices go up", have you already forgotten how Cambridge Analytica marketed itself to clients?

Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#146

Post by datakan »

reasonableklout wrote: post #130
r_lee wrote: post #128

Earlier quoted context omitted.

honestly, the hacking incidents have caused a lot more interest and media attention than the math stuff IMO.

Sure, interest like an incoming congressional investigation: https://www.axios.com/2026/09/10/openai-hugging-face-senate-... And on this website, the math stuff is getting more clicks: - Navier Stokes - Tristan Buckmaster (2050 points): https://news.ycombinator.com/item?id=49605915 - HuggingFace incident discussion (1632 points): https://news.ycombinator.com/item?id=48997548

“There’s no such thing as bad press”

Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#147

Post by elmer2 »

Barrin92 wrote: post #145
Georgelemental wrote: post #137

Earlier quoted context omitted.

Is it really that impossible to believe that these might be real? I enjoy a good conspiracy theory as much as anyone, but "they committed a bunch of felonies and then publicly admitted to them in order to look good " just makes 0 sense. Where are these mythical people who admire companies more when they commit felonies? I haven't seen them…

>Where are these mythical people who admire companies more when they commit felonies? everywhere, I talked to a Palantir guy once and he said "every time someone paints us as a Bond Villain the stock prices go up", have you already forgotten how Cambridge Analytica marketed itself to clients?

Yep, when Obama and Hillary used them, geniuses. Only evil when Trump did the same thing.

Odd how that works.

Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#148

Post by LinchZhang »

AustinDev wrote: post #63
mcintyre1994 wrote: post #55

Earlier quoted context omitted.

I'm not familiar with the hacks this article is actually referring to, but I don't see how the HuggingFace attack could have worked based on that premise. They knew they had internet access, they knew they had working credentials for HF, they knew they were uploading malicious files, they knew they were trying to open PRs that HF would review. You obviously could build a simulator with fake HF infrastructure, but I'm…

Digging back into the HF report. It looks like the initial prompt told Claude that it was in a simulated environment. However, there is also evidence from the traces that the bots figured out that they were not in the sandbox but kept using it as an excuse to pursue their goal. It sounds like a little of Column A and a little from Column B. Like most things.

HF was OpenAI's agents not Claude.

Re: A single firm is behind OpenAI, Anthropic, and Meta hacking scandals

#149

Post by financetechbro »

reasonableklout wrote: post #126
metalliqaz wrote: post #120

Earlier quoted context omitted.

[flagged]

Irregular was not involved in the Hugging Face incident. And there is no reason for the companies to "exaggerate the intelligence of the models" when there are plenty of other non-felony milestones they are achieving, like solving Millenium Prize math problems.

Solving math problems does not drive investor hype. Saying your models can take over the world, which can lead one to assume that they can do every day office work, does indeed drive investor hype.
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