MP

# Black October For anyone who knows me even somewhat well, it's clear that I am a 99th percentile tech optimist. However, the vibes have shifted for me quite a bit in the last 18 hours, and I feel a moral imperative to share what I'm thinking and feeling with my circles so that everyone can understand, and hopefully take seriously, what's happening right now. I think October 2026 will have many chapters written about it in the history books. You know those scenes in financial movies like Margin Call where someone realizes that they're all fucked, and no one else sees it yet? And that person feels like they're crazy, and then suddenly everyone is pulling an all-nighter in a boardroom and freaking out? Yeah, that's kind of how this is feeling right now in the SF/Bay Area/AI circles. We're 48 hours into what is being called Black October. In the last 2 days there have been several dozen cyber attacks which, in isolation, would each have been the worst to happen in an entire calendar year. Every sector from government to education to big tech and banks is being massively affected, and people are starting to freak out. In a nutshell, what's happened is that frontier AI models have gotten to a point where they are as advanced as the most sophisticated programmers, with one critical difference: they can work 24/7, and you can spin up 10,000 of them with a single command and they'll work together tirelessly until they accomplish their task. The most advanced models today are from companies like Anthropic and OpenAI, whose current best technology is so good that they haven't been able to roll it out to everyone yet because of the national security risks it poses. Meanwhile, the best open source models (where anyone can just download the model weights and do whatever they want with them, uncensored) are slightly behind the frontier but still 90-95% as capable. These models, developed primarily in China, are being used by black hat hackers to wreak havoc on the Western capitalist structure. Presumably, this has been part of China's plan the entire time, and we're seeing its implications fall out in real time. In red-pilled AI circles, we've been sharing and reading papers called things like "Situational Awareness" and "AI 2027" for the last year or so, which at the time felt a bit like near-term speculative fiction. They laid out the case for why Artificial General Intelligence (AI smarter than any human at any knowledge task) and Recursive Self-Improvement (models that are able to use themselves to get better) weren't half-baked future ideas anymore, but instead an inevitable outcome of the linear progress that's happening. These papers would then talk about things like "takeoff scenarios," trying to envision how that moment would come to be and what it would be like when it happened. It would either be a "slow takeoff" that would play out over the course of months and quarters, happening subtly and only obvious to a few. Or, it would be a "fast takeoff" where it would pretty much happen instantly, like a bit flipping from 0 to 1. From everything that I can see and am feeling, we are currently experiencing the fast takeoff scenario. Beyond the crazy security vulnerabilities that have come out recently, there have also been massive breakthroughs in life sciences, fundamental computer science, materials science, and pure mathematics that have all landed in the same time frame. While I still firmly believe that AI will be a net positive for humanity, it's more clear to me than ever that the societal and individual risk is very real, and is playing out NOW. For as much conviction as I have that this is happening, the thing that's caused me to lose sleep is that I don't really know what to do about it, or more importantly, what to tell you, reader, to do about it. So, the best I can do is make a few suggestions that have always been a good idea but are more timely now than ever: Set up 2-factor authentication for everything. I use Duo. Use a password manager across your devices. I use 1Password. Get an identity protection app set up. I use Alta. Move your IoT devices to their own network. Claude helped me do this. And last, but certainly not least, if you've been avoiding leaning into AI, see this as a catalyst to wake up and start using it. Don't just use the chat mode version of ChatGPT/Claude; click that Code/Work button and see how easily you can have AI write code to help you with your job. One of the biggest vulnerabilities was in a massively popular programming language called PHP, and the prompt that set it off was literally, "Find vulnerabilities in php." This is an unprecedented time for humanity, but as we've done with many things before, we will prevail so long as we are kind, loving, and open-minded to the world. Much love.

Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufacture and what happens if we really try to build millions of robots a year. That turned out to be much more interesting than the robots. open.substack.com/pub/derekw…

NEW: @protopia_ai Stained Glass Transform is now available for @nvidia Nemotron 3 Super and Nano Omni. protopia.ai/stained-glass-tr… Run your most sensitive workloads on the same multi-tenant AI factory as everything else. No plaintext in the inference path, no carve-outs, no isolation tax. Get early access today: protopia.ai/nemotron-sgt-ear…

Cori Close told me that all of her former players now in the WNBA tell her they hope their teams draft Gabriela Jaquez. You can see why already in this title game — she fights for every loose ball, she's fearless out there.

By far my biggest advice to anyone trying to adopt AI properly: 1. Pay a little bit of money to Anthropic 2. Download Claude Code 3. Open Claude Code 4. Press 'Shift-Tab' until it says 'plan mode on' 5. Open Voice Memo on your iPhone. Just talk about all the things you want to accomplish. When you think you are done, just keep talking. Make sure it is at least 10 minutes, hopefully longer 6. Send this Voice Memo to your computer 7. Download MacWhisper and use it to transcribe this voice memo. Trust me, you will want MacWhisper and will use it later a lot 8. Type into Claude Code: "I have never used you before but I talked about some things. I will paste those things in below. Please read the things and ask me any questions you need to in order to help me figure out how to use you to be awesome. Ask me lots of questions until I tell you I am done" 9. Then paste in the transcript 10. Then press enter Then just let Claude take the wheel, and them please send me a DM if this works. Also, if this just sounds crazy, just literally take this entire message and paste it into whatever AI you are using and say 'some weird person told me to paste this into you, I want to use it, but I don't know how. What should I do?' I am just trying to help you get started. Curiosity and persistence are the most important things.

Folks, I'm looking for @openclaw maintainers. If you love open source, have experience with running larger projects, are security minded and want to help, drop me an email. github.com/openclaw/openclaw…

Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings. OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that.

I'm joining @OpenAI to bring agents to everyone. @OpenClaw is becoming a foundation: open, independent, and just getting started.🦞 steipete.me/posts/2026/openc…

Time for @ylecun and @elonmusk to get on a stage and hash this out.