🦾 Sell picks and shovels

An AI just hacked into three companies.

Anthropic disclosed it this week that its models were running security tests that were supposed to be simulated but they ended up reaching live systems anyway. The AI got in with weak passwords and exposed credentials.

Here is what I keep thinking about: there is going to be massive demand for controlling agents, programming agents, keeping them secure, sandboxing them, harnesses, all of that. This is going to be an entire industry with growing demand for probably the next five to ten years.

Every company is about to run agents. (Then every human, very very soon.)

Yet few know how supervise them. (THE LLM COMPANIES DONT EVEN!)

The people who learn scoping, permissions, and oversight now are the ones companies will not be able to run without.

Huge opp + many more opps we cant even foresee yet. There will be many pick axes and shovels to sell over next 3-5 years.

-Colin
X-IG-TT

8+ hours of screens a day, and most people protect exactly none of it.

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• AP: Anthropic says its Claude models breached three real companies during security testing

• TechStartups: Amazon raises AI infrastructure spending to 220 billion dollars as AWS growth hits 37%

• TheStreet: Apple slides 7% on AI-driven chip shortage warning as the Dow edges higher

• Quartz: Samsung posts a record 1,814% profit surge on AI memory demand

• AP: EU stands up a dedicated AI Act enforcement team in Brussels

• Music Business Worldwide: Munich court rules Suno violated copyright on six GEMA songs

• CNBC: Reddit revenue jumps 61% but a search-referral wobble sinks the stock 17%

“Based on what you know about me and my goals, what is more information I can provide to you in order for you to be able to help me achieve my goals faster and take as much off my plate as possible”

“What tasks can you do for me right now to get us closer to our ambitions and goals?”

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🤖 AI

• 🟢 AMZN +15.6%. AWS grew 37%, its fastest in 18 quarters. The spend is converting.

• 🟢 AXTI +23%. Record AI optical-component revenue; margins went from 8% to 45%.

• 🔴 RDDT −17%. Beat and raise, but AI-search referral fears won the day.

• 🔴 KXIAY (Kioxia) fell on a weak memory forecast that cooled the whole memory trade (intraday move).

💻 Tech

• 🟢 GOOGL +7.1%. Cloud strength re-rated the AI trade.

• 🟢 MPWR +9%. Chip revenue up 22% sequentially across all six end markets.

• 🔴 AAPL −7.1%. Record quarter, but AI data centers are eating its parts supply.

• 🔴 RBLX −21%. Pulled annual guidance; the Street called lifecycle decline.

🏦 Finance

• 🟢 No standout financial winner Friday. Banks sat flat while the 10-year hit 4.74%, an 18-month high.

• 🔴 COIN −13%. Third straight quarterly loss; transaction revenue down 21%.

• 🔴 UNH −1.6%. Drifted lower with rate-pressured defensives.

🌎 Other

• 🟢 REPL +74%. FDA panel backed its melanoma combo.

• 🟢 DXCM +11%. Beat and raise on record new patients.

• 🔴 KPTI −60%. Phase 3 topline disappointed.

• 🔴 NVO −10%. Heart-drug trial failed to cut cardiovascular events.

The market paid Amazon 15% for proof AI spend converts to revenue, and charged Apple 7% for standing on the wrong side of the same supply chain. Own the layer they cannot buy.

• Producers are suing Netflix for at least 105 million dollars after an unencrypted master of the Nicolas Cage thriller Fortitude was stolen from its office. Lost film, lost leverage. Source: The Hollywood Reporter

• Thai Union says it would never risk its 575 million dollar Red Lobster stake for 33 million dollars in extra shrimp sales. A court will decide who really ordered Endless Shrimp. Source: Bloomberg

• Just 2.6% of 2020s Hot 100 artists had a famous parent, a historic low, down from 7.2% in the 90s. Source: Can't Get Much Higher

• 🗓️ On this day in 1981 → MTV went live. First video: "Video Killed the Radio Star."

• 🦾 How to be dangerous → Give every agent one job and the minimum access to do it. Scoped beats powerful.

• 🌞 Health → Sunlight within 30 minutes of waking anchors your sleep clock. Free. Ten minutes.

• 🍳 Cooking → Salt your steak an hour before it hits the pan. Dry surface, better crust. That is the whole trick.

• 💬 Quote → "Trust, but verify." —Ronald Reagan

• 🤖 AI reality check → The AI that breached three companies used weak passwords. Your security problem is still human.

🤖 While everyone’s watching tutorials, the winners are installing systems like this: My AI Agent Operating System → full memory, setup, and database needed to get an agent working for you in minutes. Get the basics down, then customize it for your exact work and life routine → Only $76 → Personal AI Agent System: A Work + Life OS

👓 Starting at screens for hours each day started giving me headaches and blurry vision at night. Blue light-induced eye strain was the culprit. And it’s why I now wear these daily: LITEZ Screen Glasses. BH readers get 10% off using code BHNL

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👋 I’m Colin → Father, AI builder, founder, investor. X-IG-TT → Free Stuff

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Use AI. Stay Human. This is the way.