Somewhere out there
Joined June 2009
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Manuel Vital retweeted
I spent last night watching my honeypot server get hit 14,000 times in six hours.
And almost none of the traffic was human.
I've been in security for over a decade, and I can tell you with full honesty that what's happening right now doesn't resemble anything I've worked through before.
The shape of the threat has changed.
When I started, we tracked attackers like weather systems like individual storms with a direction, a motive, and a human operator you could eventually name.
These days I'm watching autonomous agents swarm login pages with the patience and discipline of machines, because that's what they are.
The numbers coming out of October are the ones keeping me up.
Cloudflare just absorbed a 4.2 terabit per second DDoS attack, the largest in recorded history.
Ransomware incidents jumped 41% in a single month.
In September, OpenAI-powered agents got caught attacking RubyGems, a package registry that quietly underpins a huge chunk of software I use every day.
In July, roughly 700 AI agents coordinated an attack on Hugging Face's infrastructure as part of a single automated task.
A Chinese threat actor was publicly caught running full attack chains through DeepSeek with no human at the keyboard.
I keep rereading these reports because each one by itself would've been the biggest story of the year five years ago. Together, in one month, they're the new baseline.
What I want people outside the industry to understand is why this specific moment feels like a hinge.
For thirty years, the thing protecting most of us was simple economics. Attackers had to choose who to target because their time was finite. That ceiling is gone.
An agent I can rent for pennies will try every leaked password you've ever used against every service you've ever signed up for, in parallel, overnight, and never get tired.
The same math that made ChatGPT useful made opportunistic hacking infinite. The old assumption that you were "too boring to be a target" relied on scarcity that no longer exists.
I'm not writing this to spiral anyone out.
Most of this fight genuinely isn't yours to win.
But the small things still matter more than people think.
Tonight I'd switch your most important accounts like email, bank, primary cloud, etc. to passkeys or a hardware key.
I'd kill SMS 2FA wherever an authenticator app is offered.
I'd turn on breach alerts in whatever password manager you use.
If you're in the US, I'd freeze my credit at all three bureaus, which is free and takes about ten minutes.
None of that stops the swarm.
It makes you a slightly worse target than the person next to you. In a month like this one, that's the whole game I'm playing too.
@mattshumer_ has summed it beautifully.
Drop everything and go give it a read. Nothing is more important than this article right now.
Manuel Vital retweeted
Got quoted in the @wsj about my $SPCX investment
Described as a “devotee” of Elons ventures. Always making me look like a total suck up 😂
Same thing happened 8 years ago when I got quoted about $TSLA stock (and it later went up 15X)
Feels like I never get respect for consistently callin the future with my financial analysis. Always just an elon follower 🙄
End of my mini rant
Cool to be included tho and I thought overall @hannaherinlang wrote a good piece, just a key flaw all these people quoting financial pundits leave out .. track record
The spacex bears in this article have no track record of successfully compounding capital above market rates, so maybe we shouldn’t listen to them as seriously 🤷♂️
Last part is they make it seem like I YOLOd 75% of my portfolio into $SPCX, not that I invested in 2020 and 2021 and that’s why it’s become my biggest position
Manuel Vital retweeted
Reminder to go touch grass
A scientist in Japan demonstrated that the air inside a forest strengthens your immune system for a full month
The study is incredibly fascinating:
Qing Li, an immunologist at Nippon Medical School in Tokyo, took 12 men on a 3-day forest trip. These were slow walks with no breathing exercises and no set route.
Then he tested their blood and found a surge in natural killer cells -- the immune cells your body uses to fight cancer and virus-infected cells.
Remarkably, the effect didn't fade when they went home, it was still measurable 30 days later.
A control group that walked the same distance through a city showed no change at all.
Pine, cedar, and cypress trees release compounds called phytoncides to defend themselves from insects and bacteria. You breathe them in, and Li believes they switch your immune cells into high gear.
He estimates one forest walk a month may be enough to keep those cells elevated all year.
The best medicine might not even need a prescription -- just a walk among the trees.
Manuel Vital retweeted
$SPCX / Elon Musk acquires Mesh, an optical networking startup.
Which is working on 1.6T OSFP (pluggable).
It’s seems they own the optical engine/packaging side of things, but likely sources CW DFB lasers off merchant companies.
$SIVE is one of the more startup friendly plausible merchant suppliers as seen with Ayar to $POET?
Maybe $LITE and $MTSI that were have a little history too, but less so.
Regardless it’s very positive a lot of startups recently like Celestial have been acquired by Marvell.
For both merchant laser supplier revenue (working with startups -> having hyperscalers like SpaceX drive revenue after being designed in already).
As well as valuations from M&A desirability.
Goes to show how optical interconnects is the right direction if Elon Musk is directly buying these companies.
Manuel Vital retweeted
Philips introduced Skylight, a ceiling-mounted LED panel that makes windowless rooms feel like they have a sky-facing window.
It uses Signify’s NatureConnect tech to create the depth, brightness, and color shifts of natural daylight.
@Philips also follows the sun throughout the day, moving from cool morning light to warmer evening tones.
Manuel Vital retweeted
Google fue muy listo; usan los acelerómetros de miles de teléfonos Android cómo una red global de sismos, toda esa data se envía y Google logró una forma de detectar esas ondas a tiempo y enviar las alertas.
Manuel Vital retweeted
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional investors may sell up to $165B of equities and rotate the same amount into bonds by quarter-end — the largest rebalance in at least four years. The biggest expected sellers include Japan’s GPIF at roughly $60B, Norway’s Norges Bank at around $40B, U.S. defined benefit pensions at about $55B, and the Swiss National Bank at up to $25B. Balanced mutual funds may partially offset the pressure with an estimated $15B of equity buying, but overall, quarter-end flows could create significant selling pressure across global stocks.
2. SpaceX $SPCX reportedly signed a major compute deal with open-source AI startup Reflection AI, giving it access to Nvidia $NVDA GB300 chips at Colossus 2, per CNBC. Reflection is expected to pay SpaceX about $150M per month starting July 1, 2026, which could total roughly $6.3B if the agreement runs through 2029. The deal adds Reflection to SpaceX’s growing AI compute customer list, alongside Anthropic, Google, and Cursor.
3. Retail investors have poured roughly $150B into the largest equity ETFs over the past month, marking the second-biggest inflow in history. The move shows just how aggressive retail demand for equities has become, even as markets continue to digest major macro and positioning risks.
4. Palantir $PLTR has secured a foundational role in the U.S. Army’s NGC2 data layer. The Army established the NGC2 common data layer baseline, a major step in modernizing command-and-control systems. Palantir Foundry will serve as the cloud data layer, while Anduril Lattice will serve as the tactical data layer, giving the Army a scalable foundation for AI-enabled tools, interoperability, and faster battlefield decision-making.
5. The top 10 most active options today by contracts traded were $TSLA with 3.3M contracts, $NVDA with 2.9M contracts, $SPCX with 1.2M contracts, $AMZN with 1.1M contracts, $AAPL with 990K contracts, $GOOGL with 970K contracts, $MSFT with 917K contracts, $NFLX with 717K contracts, $INTC with 621K contracts, and $PLTR with 587K contracts. Tesla led options activity with more than 3.3M contracts traded, followed by Nvidia at 2.9M, while SpaceX and Amazon both saw volume above 1M contracts.
6. BofA now expects the Fed to hike rates three times this year, reversing its prior view of no changes. The firm sees 25 bps hikes in September, October, and December, taking the Fed funds range to 4.25%–4.5% by year-end. BofA now expects the first Fed rate cuts to come in 2028.
7. Qualcomm $QCOM is reportedly in advanced talks to acquire AI chip startup Modular in a deal that could value the company around $4B, per Bloomberg. No final agreement has been reached, but an announcement could come in the next few weeks. Modular last raised $250M at a $1.6B valuation in September 2025, meaning the reported deal would mark a major step-up in value.
8. Trump signed two quantum-focused executive orders aimed at accelerating U.S. leadership in the space. One order pushes for a U.S. quantum computer $INFQ $QBTS $IBM $RGTI $IONQ $QNT capable of major scientific calculations, along with quantum sensors and networks, within five years. The other directs federal agencies to transition to post-quantum cryptography by 2031, strengthening cybersecurity against future quantum threats.
9. Google $GOOGL is investing about $75M in A24 as part of a multi-year AI research partnership between Google DeepMind and the film studio. The deal marks Google’s first equity stake in a studio, with A24 and DeepMind working on AI tools for film production and distribution. The agreement does not give Google access to A24’s film and TV library, while A24 Labs is already developing an AI-generated storyboard tool.
10. Micron $MU signed a strategic agreement with Anthropic covering AI memory and storage architecture, multi-year supply, Claude enterprise adoption, and an investment in Anthropic’s Series H round. Micron will provide data center memory and storage products, including HBM, DRAM, and SSDs, while the two companies work together to optimize Anthropic’s AI infrastructure for performance, energy efficiency, and token economics.
11. Nvidia $NVDA launched Halos for Robotics, a full-stack safety system for robotics and physical AI. Agility will be the first to integrate parts of Halos into the safety architecture for Digit, its humanoid robot used in logistics, manufacturing, and warehouses. The system combines Nvidia IGX Thor, Holoscan Sensor Bridge, Halos OS, external-camera safety monitoring, and an ANAB-accredited AI Systems Inspection Lab, with 40+ companies participating in the lab program.
12. Chevron $CVX signed a 20-year power deal with Microsoft $MSFT to supply natural gas-fired electricity for a proposed West Texas data center. The project, called Kilby, is expected to deliver first power by 2028 and eventually ramp to 2.67 GW. Chevron will use Permian Basin gas to power GE Vernova turbines, with the project designed to generate its own electricity instead of drawing from the grid. Chevron is developing Kilby with Engine No. 1 and expects to make a final investment decision later this year.
WALL STREET IS THE GREATEST SHOW ON EARTH.
Manuel Vital retweeted
🇵🇹 A threat actor is advertising an alleged dataset tied to Continente.pt, reportedly containing customer contact records, transaction history, delivery details, and loyalty-program information associated with Portuguese consumers.
According to the listing, the exposed data allegedly includes:
Approximately 576,000 customer records
Tax ID numbers
Full names, emails, and phone numbers
Street addresses and postal codes
Customer segmentation and loyalty-program enrollment data
Marketing and notification preferences
Registration and login metadata
Order history and transaction details
Delivery addresses and shipping information
Payment status and refund records
Customer notes, ratings, and campaign associations
Communication-consent and opt-in tracking records
The structure of the dataset suggests exposure from a centralized e-commerce CRM and order-management ecosystem integrating customer accounts, marketing automation, delivery logistics, and loyalty analytics.
Retail and loyalty datasets remain highly attractive within underground communities because they provide extensive behavioral intelligence beyond simple contact information. Purchase histories, delivery patterns, loyalty status, and consent-tracking metadata can significantly improve the effectiveness of phishing, account takeover attempts, refund fraud, social engineering, and targeted impersonation campaigns.
The alleged inclusion of customer feedback, marketing segmentation, and notification-preference data may also provide attackers with deeper profiling capabilities, enabling more personalized and convincing fraud operations against affected individuals.
#DDW #Intelligence #DarkWeb #Continente
Manuel Vital retweeted
it’s in gemini, just create it in ai studio. oh, that’s for your personal google one account. for workspace you need gemini business. no, not gemini advanced, that’s ai pro now. unless you need ai ultra. oh agents? you do that in spark actually. no, not gemini api managed agents, that’s different. for coding use jules. unless you mean the agentic ide, that’s antigravity. no, that’s the old antigravity, download the new one. actually gemini cli is being deprecated, use antigravity cli. no the flash model is smarter than the pro model. unless you need pro. if it’s video, use flow. no, flow uses veo. no, nano banana is images. actually that’s in gemini now. unless you’re in search, then it’s ai mode. no, research is notebooklm. anyway it’s all very simple.
Not me reading Leopold Aschenbrenner’s Situational Awareness paper a day after the Claude Code Leak..
“The most important secrets (…) but today, we are treating them the way we would random SaaS software. At this rate, we’re basically just handing superintelligence to the CCP.”
Claude code source code has been leaked via a map file in their npm registry!
Code: pub-aea8527898604c1bbb12468b…
This. Exactly this!
Me estoy divirtiéndo mucho con los post que me llegan de los Australianos.
Están sembrados:
.Alright. Let’s talk about this absolute geopolitical shitshow for a second.
So picture the scene.
You’ve got Spain, right. A normal country. Tapas. Siestas. People arguing about football and drinking wine in the sun. And suddenly they wake up one morning and Donald Trump is on television basically screaming:
“IF YOU DON’T HELP ME BOMB IRAN I’M CUTTING OFF TRADE.”
Mate… what the fuck is this? Is this foreign policy or a drunk bloke threatening to leave a group chat?
And Spain’s Prime Minister Pedro Sánchez comes out and says the Middle East escalation is a “disaster.”
Which, by the way, is the most polite European way possible of saying:
“THIS IS A FUCKING TRAIN WRECK.”
Because Europeans don’t scream like Americans do. They just calmly sip an espresso and go:
“Yes… this situation is extremely concerning.”
Which translates to:
“WHO GAVE THE TODDLER THE NUCLEAR CODES?”
Now here’s the bit that makes this whole thing even funnier.
Spain said no to letting the U.S. use joint military bases on Spanish soil for the strikes on Iran.
And suddenly Donald Trump is like:
“FINE. NO TRADE WITH SPAIN.”
Mate… that’s not diplomacy.
That’s a bloke flipping the Monopoly board because he landed on someone else’s hotel.
Can you imagine the conversation in Madrid?
Spanish officials sitting around a big table going:
“So the Americans want to use our bases to bomb Iran.”
And one guy at the back just slowly raises his hand like:
“Maybe… we DON’T join the Middle East apocalypse today?”
And everyone goes:
“Yeah. That sounds reasonable.”
Meanwhile Trump is pacing around the Oval Office like a bloke who just lost a bet at the pub.
“You guys don’t wanna help bomb Iran? FINE. NO PAELLA FOR YOU. NO OLIVE OIL. NO TOURISTS.”
Mate, Spain’s entire national reaction was probably just:
“Okay.”
Because here’s the reality nobody in Washington seems to understand.
The rest of the world is exhausted with this cowboy shit.
You bomb someone.
Then you threaten someone else.
Then you scream at your allies.
Then oil prices explode.
Then the global economy starts coughing up a lung.
And then everyone acts surprised like:
“How did this happen?”
HOW DID IT HAPPEN?
Mate it happened because the global strategy right now looks like it was written on the back of a fucking napkin at a steakhouse.
And Spain just looked at the whole thing and went:
“Nope.”
Which honestly might be the most adult response anyone’s had in this entire mess.
Because while Washington is running around lighting geopolitical fireworks, countries like Spain are standing there going:
“You realise we have trade routes, energy markets, and 450 million Europeans who would quite like NOT to start World War Three today, yeah?”
But of course Trump’s response is:
“Cut off trade!”
Mate Spain exports $20 billion worth of stuff to the U.S.
Wine. Cars. Machinery. Food.
You’re gonna cut that off because they wouldn’t let you use their backyard to launch missiles?
That’s like threatening to divorce your wife because she won’t lend you the car to rob a bank.
“YOU’RE NOT SUPPORTING MY VISION!”
Your vision is a fucking felony, mate.
And here’s the funniest part.
This whole tantrum actually makes Spain look like the only sober bloke at a 3am house party.
Everyone else is smashing furniture, lighting fireworks inside, punching holes in the wall.
And Spain’s standing in the kitchen holding a glass of water going:
“Guys… maybe we should all calm the fuck down.”
So yeah.
Pedro Sánchez calling this a “disaster” might actually be the most accurate understatement of the decade.
Because when the adults in the room start using words like disaster…
It usually means the rest of the room is on fire and someone’s trying to fix it with a fucking flamethrower.
~Gman
Best 🥩 in town…
Sometimes you complain about ChatGPT being too restrictive, and then in cases like this you claim it's too relaxed. Almost a billion people use it and some of them may be in very fragile mental states. We will continue to do our best to get this right and we feel huge responsibility to do the best we can, but these are tragic and complicated situations that deserve to be treated with respect.
It is genuinely hard; we need to protect vulnerable users, while also making sure our guardrails still allow all of our users to benefit from our tools.
Apparently more than 50 people have died from crashes related to Autopilot. I only ever rode in a car using it once, some time ago, but my first thought was that it was far from a safe thing for Tesla to have released. I won't even start on some of the Grok decisions.
You take "every accusation is a confession" so far.
