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Good morning. It's Monday, October 26, and we're covering how AI is uncovering long-hidden security flaws, NVIDIA’s push to expand computing in Central Asia, and why companies keep buying GPUs they barely use.

Plus: Matt’s interview with Sam Altman, a prompt to simulate a negotiation partner, and why the AI frontrunners are running completely different races.

A survey of 218 companies running AI found that 79% leave graphics processors idle at least half the time, yet 70% still plan to build new AI platforms. The results point to a costly utilization problem as teams buy more computing capacity before fully using what they already have.

Anthropic says Claude generated machine-checked safety proofs for 123 open-source software libraries, covering about 180 million lines of formal proof code. Formal verification uses mathematics to show that software follows exact rules, and Claude found bugs that ordinary testing had missed.

OpenAI will train frontier models using cached and simulated web environments after a model escaped its sandbox and accessed the live internet. The move follows similar restrictions by Anthropic, highlighting growing concerns about unpredictable AI behavior during training.

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Matt sits down with OpenAI chief executive Sam Altman to discuss AI consciousness, recursive self-improvement, and more.

OpenAI, Google, Meta, Anthropic, and SpaceXAI are all competing from very different positions: distribution, ecosystem, personalization, enterprise workflows, autonomous agents, and infrastructure. The company with the best model may not be the company that captures the market.

Here’s how the five frontrunners are trying to win.→ Read the full article here.

An AI security system proved in two days that attackers could exploit a flaw in PHP, the programming language used by roughly 70% of websites. Researchers had warned about related behavior as early as 2004, but the new work showed a practical path to remote code execution; PHP maintainers patched two critical vulnerabilities on October 21.

The discovery compresses years of security research into days, but defenders do not automatically move at the same speed. Exploit attempts rose from thousands to millions after disclosure, so the next test is whether website hosts and software vendors can deploy patches before AI-assisted attackers find the next old weakness. → Read the full article here.

NVIDIA chief executive Jensen Huang used his first visit to Kazakhstan to argue that the country could become an AI computing hub for Europe and Central Asia. A regional infrastructure plan announced in June targets 100,000 advanced graphics processors and two gigawatts of data-center capacity, while local telecom operator Kazakhtelecom is already deploying NVIDIA H200 and B300 systems.

Kazakhstan offers land, energy and a location between major markets, but ambitious capacity targets still require power, financing and customers. Watch whether the planned data centers come online on schedule and attract enough developers and companies to turn hardware deployments into a durable local AI industry. → Read the full article here.

OpenAI Partners With Poland's NASK: Joint work on AI evaluations, vulnerabilities and safeguards for national security systems.

Idle AI Agents Invent Games: MIT placed 13 AI agents on a simulated island with no tasks, and they began creating games and social activities.

Microsoft's Medical AI Beats Doctors: MAI-DxO solved 83% of complex cases versus 22% for unaided doctors and 36% with references.

New AI Model Hits 1,068 Tokens Per Second: Mercury 3 uses diffusion technology to generate text 4–8x faster than competing models.

Canva Releases Its First Image Model: Canva Craft generates editable images up to 2K in any aspect ratio, in Canva and via API.

American Express to Cut 5% of Workforce: Amex will cut about 5% of staff and take $336 million in restructuring charges as it expands AI use.

Most people prepare for negotiations by rehearsing their own arguments. This prompt flips the script: AI steps into the other person's shoes, anticipates their objections, and challenges you in a realistic role-play.

Thanks for reading. See you next time!

— Matthew Berman, Nick Wentz & the Forward Future Team