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AIQuiet 10d · day 10

OpenAI and Anthropic pitch AI cyber-defence tools as AI-fuelled hacking surges

After a $6.3bn North Korean heist on Binance, frontier AI labs position cyber-security as a major new revenue line even as their models arm hackers.

What to know

  • North Korean hackers stole $6.3bn from Binance on October 29th, the FBI says, after a $2bn haul last year that was triple the level two years earlier, per Chainalysis.
  • OpenAI and Anthropic are both pitching cyber-security tools to enterprises; Anthropic's IPO filing calls it 'one of our most important near-term opportunities.'
  • Industry figures predict cyber-security software spending, already $150bn a year, could grow dramatically; OpenAI's Greg Brockman says it may eventually 'vastly outstrip' spending on all other software.
  • Independent testing shows frontier models are still weak at prioritising and fixing vulnerabilities once found: Anthropic's best model passed under half of a Collinear AI benchmark in September, though a Google model scored 71% in October.

“one of our most important near-term opportunities”

Anthropic, AI lab, IPO filing · The Economist ↗ · Oct 31

Sarah FriarSarah Friar OpenAI chief financial officerGreg BrockmanGreg Brockman OpenAI co-founderAnthropic AI lab, OpenAI rivalNazneen Rajani CEO, Collinear AIBobby Kuzma Analyst, IDCNorth Korean hackers Alleged perpetrators of the Binance theft

How it unfolded 1 development · click the chart to see its coverage articlesposts

Peak 2 pieces in 3h at Nov 1, 2 PM; 5 pieces over 10 days (3 articles · 2 posts) Nov 1, 11 AM — 1 piece · 1 article — Google News 1Nov 1, 2 PM — 2 pieces · 1 article · 1 post — Mastodon 1, Newswires 1Nov 1, 5 PM — quietNov 1, 8 PM — 2 pieces · 1 article · 1 post — Hacker News 1, Newswires 1Nov 1, 11 PM — quietNov 2, 2 AM — quietNov 2, 5 AM — quietNov 2, 8 AM — quietNov 2, 11 AM — quietNov 2, 2 PM — quietNov 2, 5 PM — quietNov 2, 8 PM — quietNov 2, 11 PM — quietNov 3, 2 AM — quietNov 3, 5 AM — quietNov 3, 8 AM — quietNov 3, 11 AM — quietNov 3, 2 PM — quietNov 3, 5 PM — quietNov 3, 8 PM — quietNov 3, 11 PM — quietNov 4, 2 AM — quietNov 4, 5 AM — quietNov 4, 8 AM — quietNov 4, 11 AM — quietNov 4, 2 PM — quietNov 4, 5 PM — quietNov 4, 8 PM — quietNov 4, 11 PM — quietNov 5, 2 AM — quietNov 5, 5 AM — quietNov 5, 8 AM — quietNov 5, 11 AM — quietNov 5, 2 PM — quietNov 5, 5 PM — quietNov 5, 8 PM — quietNov 5, 11 PM — quietNov 6, 2 AM — quietNov 6, 5 AM — quietNov 6, 8 AM — quietNov 6, 11 AM — quietNov 6, 2 PM — quietNov 6, 5 PM — quietNov 6, 8 PM — quietNov 6, 11 PM — quietNov 7, 2 AM — quietNov 7, 5 AM — quietNov 7, 8 AM — quietNov 7, 11 AM — quietNov 7, 2 PM — quietNov 7, 5 PM — quietNov 7, 8 PM — quietNov 7, 11 PM — quietNov 8, 2 AM — quietNov 8, 5 AM — quietNov 8, 8 AM — quietNov 8, 11 AM — quietNov 8, 2 PM — quietNov 8, 5 PM — quietNov 8, 8 PM — quietNov 8, 11 PM — quietNov 9, 2 AM — quietNov 9, 5 AM — quietNov 9, 8 AM — quietNov 9, 11 AM — quietNov 9, 2 PM — quietNov 9, 5 PM — quietNov 9, 8 PM — quietNov 9, 11 PM — quietYesterday, 2 AM — quietYesterday, 5 AM — quietYesterday, 8 AM — quietYesterday, 11 AM — quietYesterday, 2 PM — quietYesterday, 5 PM — quietYesterday, 8 PM — quietYesterday, 11 PM — quietToday, 2 AM — quietToday, 5 AM — quietToday, 8 AM — quietToday, 11 AM — quietToday, 2 PM — quietToday, 5 PM — quietToday, 8 PM — quiet 1
Nov 2Nov 3Nov 4Nov 5Nov 6Nov 7Nov 8Nov 9yesterdaynow · 9:50 PM ET
  1. 1

    Economist details OpenAI and Anthropic's cyber-security push

    The Economist reports that OpenAI's finance chief Sarah Friar expects cyber-security to become a huge business line, Anthropic's IPO filing names it a top near-term opportunity, and Goldman Sachs has raised the cyber-security share of its AI budget, even as experts warn the business case remains unproven.

    “huge business…”
    — Sarah Friar
  2. background

    Hackers steal $6.3bn from Binance; FBI blames North Korea — Binance, the world's largest crypto exchange, was hit by a $6.3bn theft; Binance said attackers gained access via one of its engineers' laptops, and the FBI has pointed to North Korea.

  3. background

    Google model jumps to 71% on cyber benchmark; investors push spending — A new Google model scored 71% on the Collinear AI test, while Andreessen Horowitz urged portfolio companies to consider doubling their cyber-security outlays.

  4. background

    Collinear AI benchmark exposes models' weak vulnerability-fixing — A new cyber-security test from Collinear AI measured how well models could find and fix vulnerabilities; Anthropic's best model at the time passed fewer than half the tasks.

  5. background

    Anthropic withholds its Mythos model from the public — Anthropic kept an advanced model called Mythos out of public release, instead offering it to select software providers and financial institutions to find gaps in their cyber-defences; OpenAI soon launched a similar offering.

  6. background

    North Korean hackers steal $2bn in crypto, triple prior rate — Chainalysis data cited by the Economist shows North Korean cyber-thieves stole $2bn-worth of cryptocurrency last year, three times the level two years before, setting the stage for a bigger 2026 haul.

Also covered reported alongside — the timeline has no entry for these yet

  1. first by Hindustan Times, 9d ago · also The Economist