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SpaceX is in an “enviable position”: why Anthropic is sticking with Cursor as OpenAI cuts access

Illustration of a human hand in a business suit shaking hands with a white robotic hand, set against a blue background.

OpenAI caused something of a stir over the weekend when it announced plans to cut Cursor’s direct access to OpenAI models in November.

The reason? Elon Musk.

In a statement issued late on Friday, OpenAI pointed to two previous incidents involving Musk’s companies: Twitter breaking the terms of a data-licensing deal after Musk’s 2022 takeover of the social network, and Musk’s admission under oath earlier this year that xAI had partly used OpenAI models through distillation — conduct OpenAI says violated its terms of service. And now that SpaceX’s $60 billion deal to acquire Cursor has closed, OpenAI’s attentions are turning to Cursor.

“This decision was incredibly tough, as we care deeply about our models being broadly available for developers,” the company wrote. “We are making this choice because we cannot be confident that SpaceX will use our technology within our terms of service, based on our experience with Elon Musk’s companies violating contracts.”

While that in itself was big news for anyone following the day-to-day rough and tumble of the AI industry, what was particularly notable was the response of OpenAI’s arch rival.

The Anthropic factor

As The New Stack noted in its coverage, Anthropic co-founder and “chief compute officer” Tom Brown moved fast, posting publicly within hours of OpenAI’s statement to confirm that it continues to see Cursor as a “trusted partner,” and will “continue to increase compute to support Claude models in Cursor.”

Cursor has been a trusted partner of Anthropic since Sonnet 3.5. We’ll continue to increase compute to support Claude models in Cursor and are excited for what comes next with them at SpaceX.

— Tom Brown (@NotTomBrown) August 29, 2026

But anyone who has followed Anthropic’s recent history could be forgiven for wondering why.

Take Windsurf. In May 2025, reports emerged that OpenAI was in talks to buy the AI coding tool for $3 billion. Anthropic didn’t hang around for the deal to close though, and within weeks, Windsurf said Anthropic had cut its direct access to Claude 3.5 Sonnet and Claude 3.7 Sonnet.

Speaking at an event hosted by TechCrunch shortly after, Anthropic co-founder Jared Kaplan said that “it would be odd” for Anthropic to be selling Claude to OpenAI. As things transpired, the OpenAI deal fell through, and Google stepped in instead, paying $2.4 billion to hire Windsurf’s founders and R&D staff into DeepMind.

“They cut them off ruthlessly when RUMORS of OpenAI potentially buying Windsurf surfaced.”

In a social media post published on Sunday, Gergely Orosz, engineer and author of the Pragmatic Engineer newsletter, is quick to highlight the episode with Windsurf, which he noted had also been a “trusted partner” with Anthropic for some time. “They cut them off ruthlessly when RUMORS of OpenAI potentially buying Windsurf surfaced,” Orosz writes. “Now, SpaceX, an Ant(hropic) competitor bought Cursor — it’s still a trusted partner?”

Then there’s xAI, the AI company Musk founded in 2023 to build Grok, which SpaceX acquired outright in a February transaction valuing xAI at $250 billion. In January this year, Kylie Robison reported that Anthropic had cut xAI staff off from Claude, which they’d been accessing through Cursor — with Cursor reportedly telling xAI it was “a new policy anthropic is enforcing for all its major competitors.”

So Anthropic has previous form for moving fast, on rumor alone in Windsurf’s case, whenever a customer starts to resemble a competitor. Which makes this week’s public vote of confidence for a company now wholly owned by one of Anthropic’s actual rivals worth a second look.

The compute dependency

What makes SpaceX different from the previous Windsurf and xAI episodes is that Anthropic is also buying a huge amount of compute from it.

On May 6, Anthropic announced it had secured the entire output of SpaceX’s Colossus 1 data center near Memphis, Tennessee — more than 300 megawatts of compute and over 220,000 Nvidia GPUs. Anthropic had been hampered by limited compute availability, and the SpaceX deal, alongside other recent compute agreements, let it raise usage limits for Claude Pro and Max subscribers almost overnight.

Two weeks later, the financial terms came out. Per SpaceX’s IPO filing, Anthropic agreed to pay $1.25 billion a month for compute across Colossus and Colossus II — about 325,000 Nvidia GPUs combined — scheduled to run through May 2029, subject to termination rights.

SpaceX, for its part, said the arrangement would allow it to monetize some of its compute capacity while retaining enough to meet its own AI training and inference needs. As The New Stack reported in May, the deal also underscored just how central access to compute had become to competition between the leading AI labs. And it created an unusual commercial relationship: Anthropic was now buying a huge amount of compute from a company that also owned one of its direct AI rivals in xAI.

And that is what makes Anthropic’s response to the Cursor acquisition so notable. In response to Tom Brown’s post on X on Saturday, Replit founder and CEO Amjad Masad points to the contrast between Anthropic’s support for Cursor now and its treatment of Windsurf last year, suggesting the latter had been harsher than OpenAI’s decision to cut Cursor off.

“More likely answer is that you can’t do that here because you need the compute.”

“Maybe you changed your ways, but we all remember what you did to Windsurf, which was infinitely nastier,” Masad writes. “More likely answer is that you can’t do that here because you need the compute.”

Orosz essentially makes the same argument. If Anthropic was prepared to cut access when Windsurf merely looked likely to end up in OpenAI’s hands, why is it publicly promising MORE Claude capacity to Cursor after the company had actually been acquired by SpaceX?

“SpaceX basically in this enviable position where one of its biggest competitors depends on its compute infra!”

“Either SpaceX and Grok are not competitors to Anthropic (they are!); or, more likely, SpaceX leasing its Colossus 1 data center is more important to Anthropic than to stop offering Claude to SpaceX,” Orosz writes. “SpaceX basically in this enviable position where one of its biggest competitors depends on its compute infra!”

And so this effectively highlights how strong a position SpaceX finds itself in. It now owns xAI and Cursor, putting it in direct competition with Anthropic in foundation models through Grok and in AI coding tools through Cursor, while Anthropic is simultaneously paying it billions of dollars for compute capacity supporting Claude.

Whatever the stated rationale for treating Cursor as a “trusted partner,” that relationship leaves SpaceX with something neither Windsurf nor xAI had at the time Anthropic moved against them: a source of leverage over any decision on whether or not to cut access to Claude.

The post SpaceX is in an “enviable position”: why Anthropic is sticking with Cursor as OpenAI cuts access appeared first on The New Stack.

This Drug Makes New Neurons in the Brain. Scientists Say It Reversed Alzheimer’s Symptoms in Mice.

31 August 2026 at 21:33

Delivered by injection, the drug transforms astrocytes into neurons. In an early study, mice modeling Alzheimer’s showed marked improvement compared to untreated peers.

The Alzheimer’s brain faces a double whammy. Toxic protein clumps build up inside and outside neurons to torpedo normal function and destroy delicate structures. Eventually, the cells die. The adult brain has an extremely limited ability to grow new neurons. Once gone, they’re rarely replaced. Over time, the brain withers, taking learning, memory, and cognition with it.

But there might be a sneaky workaround. The brain is packed with star-shaped cells called astrocytes that keep neurons healthy. They’re also shape-shifters. Under certain conditions, astrocytes can shed their identity and transform directly into mature neurons. In other words, they could be an abundant, untapped source of replacement neurons.

A team at the University of South Carolina has now taken advantage of this quirk. They engineered a tiny molecular cage and filled it with antibodies. Once inside astrocytes, the antibodies released a protein “brake” that normally keeps the cells’ identity stable. Free from this constraint, astrocytes in lab dishes and human brain organoids adopted the molecular signatures of neurons and eventually sparked with electrical activity.

In mice modeling Alzheimer’s disease, the treatment increased the number of neurons in the hippocampus, a brain region crucial for learning and memory and one of the first to falter in the disease. Treated mice resumed normal behavior and performed similarly to healthy mice on tests of learning and memory in a maze.

The approach fundamentally differs from existing methods and could “unlock previously inaccessible regenerative mechanisms,” wrote the team. If it proves safe and effective in clinical trials—and that’s a big if—the approach could one day tackle diseases beyond Alzheimer’s, such as Parkinson’s or amyotrophic lateral sclerosis (ALS).

Born Identity

The quest to treat Alzheimer’s has often been called the “graveyard of dreams.” The most common form of dementia, the disease affects roughly 24 million people worldwide and slowly eats away at thinking, memory, learning, and emotional regulation. Experts still debate Alzheimer’s root cause, but they largely agree that clumps of misshapen proteins called amyloid beta and tau exacerbate the disease.

Current FDA-approved treatments have had limited success. Antibodies that clear clumps offer only modest benefits to cognition and carry the risk of serious side effects. Other drugs, such as memantine, alter brain chemicals to protect damaged cells, rev up faltering brain circuits, and ease symptoms. But they don’t halt degeneration. As the disease progresses, benefits fade.

The central problem is frustratingly clear. Neurons die faster in Alzheimer’s than the brain can replace them. That’s why a landmark study nearly two decades ago made waves. Scientists once thought mature astrocytes were set in their fate. But the study showed the cells could be reprogrammed into neurons that generated electrical activity and formed connections with neighboring neurons in lab dishes to form working circuits.

Scientists later found a protein called PTBP1 that prevented this conversion. In 2020, a team injected an RNA-targeting form of CRISPR into the brains of mice modeling Parkinson’s disease. This reduced PTBP1 levels, which in turn, triggered the production of new neurons. The treatment restored the mice’s balance and motor skills, although some experts were skeptical.

While promising, CRISPR-based approaches can have unintended effects, and brain surgery is a tall order for any treatment. So, the team developed another way to release the PTBP1 brake.

Erase, Rewind

They turned to a duo of technologies that transport antibodies inside nanoparticle cages to degrade specific proteins inside cells. In this case, they used antibodies targeting PTBP1 and packaged the concoction in a biocompatible gel injected into the bloodstream.

Because of their large size, antibodies can’t usually cross the blood-brain barrier, a tightly sealed wall that keeps many molecules out of the brain. But the nanoparticle system helped ferry the antibodies across the blockade, nixing the need for brain surgery.

The team first tested the drug, called TN-PTBP1, on astrocytes grown in lab dishes. Within days, the cells lost their star shapes and began growing long, willowy branches characteristic of neurons. Their molecular profile also shifted, and the cells eventually burst with electrical signals.

The team recorded similar results in brain organoids, or “mini brains,” grown from human stem cells. Given a small electrical zap, the converted neurons responded in synchrony with neighboring neurons, suggesting they had integrated into existing neural circuits.

“The new neurons can become mature and survive,” said study author Peisheng Xu in a press release.

Next, they tested the drug in a mouse model of Alzheimer’s disease. By eight months, the mice showed clear signs of the disease. Their brains were highly inflamed and littered with toxic protein clumps. Neurons in the hippocampus had also substantially died off, similar to the loss seen in moderate to severe Alzheimer’s in humans.

The mice struggled with everyday behaviors, such as foraging for material to build nests. And they consistently performed poorly on a classic memory test where they had to find a location using visual cues (a bit like remembering where you parked your car).

Half the mice received TN-PTBP1 for two weeks; the others received saline. As expected, the drug reliably slashed PTBP1 levels in the brain. Over the course of the trial, treated mice increasingly improved on tests of cognition and memory, eventually performing at levels similar to healthy peers. Mice treated with saline showed no improvement.

“After just two injections, these mice became smarter,” said Xu. “Even after one injection, we already saw these mice’s behavior differ from that of the nontreated ones.”

The team found broader benefits too. The drug reduced inflammation and, surprisingly, the number of toxic protein clumps, suggesting it may have helped restore some of the brain’s ability to rid itself of waste. Neuron density also increased throughout the brain, and the treatment boosted production of proteins involved in maintaining the blood-brain barrier, which is often damaged in Alzheimer’s.

One unexpected, and welcome, effect was neurogenesis, the birth of new neurons in the hippocampus and another brain region. Neurogenesis declines with age, and whether it exists at all in adult humans is hotly debated. How TN-PTBP1 triggered it in mice remains a mystery. It’s also unknown how much the new neurons contributed to the animals’ recovery versus the direct conversion of astrocytes into neurons.

Still, it’s clear the drug boosted neuron numbers and “successfully reversed Alzheimer’s disease progression” in the mice, wrote the team.

The approach has a long road ahead. Many promising treatments in mice have failed in clinical trials. In the next few years, the team hopes to test the approach in monkeys, dial in the dose, and assess long-term safety. Astrocytes perform many tasks that keep the brain humming, and forcing them to abandon their identity could have unexpected consequences. There’s also the possibility newly converted neurons could scramble existing brain circuits rather than integrating safely, causing more harm than good.

But with rigorous testing, the drug could offer new hope.

The post This Drug Makes New Neurons in the Brain. Scientists Say It Reversed Alzheimer’s Symptoms in Mice. appeared first on SingularityHub.

Think twice before installing this device promising free movies

31 August 2026 at 16:33

As online services get better at blocking malicious traffic, the attackers and scammers behind them have been forced to find new ways to reach their targets. The alternative of choice is now what are known as residential proxy networks. These systems funnel millions of home Internet connections into a unified network, and the proxy operators allow attackers to route their malicious traffic through these connections for a fee. The online services see only IP addresses with good reputations and geolocations that don’t stand out.

More often than not, the home users have no idea that their connections are being used to facilitate crime and occasionally even nation-state attacks. Users who do know often don’t care much. In exchange for leasing out part of their unlimited bandwidth to others, many get free movie and TV show streaming. Several less tech-savvy people I know who own such digital media players have told me, after I explain how the media players piggyback off their connections, that the bonanza of content is worth it. They find the tangible benefits outweigh the abstract harm they pose.

Infecting already compromised devices

Research published Monday brings the threat into much clearer view. Security firm Plume cataloged a vast ecosystem of malware that preys squarely on users of SuperBox, just one of many media players offering pirated content. These malicious apps can be surreptitiously installed by remote attackers even when the devices are positioned behind a router. While Monday’s deep-dive analysis focused exclusively on SuperBox, Plume warned that dozens of similar streaming devices pose precisely the same threat.

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MCP was supposed to solve the agent tooling problem. It missed a step.

Abstract nodes

Connecting an AI agent to a tool is relatively straightforward. Things get more complicated once an organization has hundreds or thousands of resources spread across different clouds and platforms. Agentic Resource Discovery, or ARD, is designed to help agents navigate all of that.

AWS highlighted the open specification in its August 31 Weekly Roundup after taking a deeper technical look at it a week earlier, describing the idea as “DNS, but for agents.” Instead of telling an agent where to find everything in advance, ARD lets it search across different registries for what it needs.

And despite AWS highlighting the project, ARD isn’t an AWS technology. It was authored by Junjie Bu of Google, R.V. Guha of Microsoft, and Shaun Smith of Hugging Face, and released under the Apache 2.0 license. Engineers from several other companies have helped shape the project, including Cisco, Databricks, GitHub, GoDaddy, Nvidia, Salesforce, ServiceNow, and Snowflake.

AWS’s role, at least so far, has been to provide feedback on the specification and explore how it could work with its own Agent Registry. The goal is to make the existing registries work together.

Instead of telling an agent where to find everything ahead of time, ARD lets it search across different registries for what it needs.

MCP skips the discovery step

The Model Context Protocol has become a common way for AI applications to connect to external tools and data, but it assumes the client already knows which server it wants to use. That becomes a problem as companies spread their infrastructure across clouds, SaaS platforms, and internal systems.

ARD helps an agent find a resource before it tries to use it. The specification uses the term “agentic resource” to refer to anything an AI client can connect to, from an MCP server to other external capabilities. An ARD-compatible service keeps track of what’s available, rather than requiring developers to set up every connection in advance.

The Model Context Protocol has become a common way for AI applications to connect to external tools and data, but it assumes the client already knows which server it wants to use.

Federation without forced migration

Companies can keep their own catalogs and policies while routing searches to other ARD-compatible services. An enterprise, for example, could keep internal resources private while searching approved external catalogs when needed. AWS calls this “describe once, discover everywhere.”

The current v0.91 proposal, dated August 26, uses JSON-LD and a REST interface. Its required POST /search endpoint searches by task, while optional endpoints allow clients to browse available resources.

Each discovery service can set its own rules for what it returns and which sources it trusts. This is also where AWS’s DNS comparison falls short. A domain name points to a specific location, while an ARD search could turn up several options that all appear capable of doing the job.

Route 53 engineers shaped ARD

The DNS comparison has some history behind it. Two of the three authors of AWS’s August 24 ARD post work closely with Route 53. Principal software engineer Jeffrey Damick focuses on DNS and networking technologies. At the same time, Bhargav Talluri leads product management for Route 53 and for agent identity and discovery in AWS Agent Registry.The

Agent Registry already provides AWS customers with a central view of their resources. Adding ARD could bring resources running elsewhere into that view without requiring companies to register everything with AWS.

Adding ARD could bring resources running elsewhere into that view without requiring companies to register everything with AWS.

ARD’s governance is still being worked out, with board terms and membership among the details yet to be settled. The group has also discussed eventually moving the project to a neutral organization such as the W3C or an AI foundation.

Finding tools before using them

AWS is already exploring how it could connect with Agent Registry and find resources outside its own catalog.

There may not be much time to settle on a common approach, since connecting all these directories will only get harder once companies have built their own discovery systems.

The post MCP was supposed to solve the agent tooling problem. It missed a step. appeared first on The New Stack.

SpaceX designed an orbital Vera Rubin. Radiation comes next.

NVIDIA Vera CPU

SpaceX and Nvidia say they are adapting the Vera Rubin NVL72 rack-scale AI platform for orbital use, with SpaceX targeting a first launch in the fourth quarter of 2027. 

The dream of an AI data center in space lives on in SpaceX and Nvidia’s August 24 announcements that the platform for Low Earth Orbit (LEO) Starmind AI satellites will be based on the Vera Rubin NVL72 chip family and architecture.

This proposed system would form the computing core of SpaceXAI’s first-generation Starmind AI satellite and extend Nvidia’s architecture from terrestrial AI data centers into space. 

SpaceX CEO Elon Musk posted on X the same day, “SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028.”

SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028 https://t.co/qdDq8YBkzl

— Elon Musk (@elonmusk) August 24, 2026

Musk’s post came after he said during SpaceX’s Q2 earnings call, “Going forward, we’ve decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture.” Musk continued, “This is not some sort of far-future, distant thing; we expect to start launching these next year. We think the design of the NVL72 VR computer is a much better design than, say, having a standard rack -style design. So we expect to deploy this on the ground as well as in orbit, because we think it’s going to be a radical simplification of the standard NVL72 rack. It will cost less. It will be more effective. If we’re going to put it in space, why not want to put it on the ground? I think that’s going to be pretty cool.”

On Earth, the Vera Rubin NVL72 is Nvidia’s rack-scale AI design that combines 72 Rubin GPUs and 36 Vera CPUs, alongside high-speed networking components such as ConnectX-9 SuperNICs. Nvidia says SpaceXAI’s planned Starmind satellite will be based on an optimized version of that system.

A conventional NVL72 rack assumes gravity, technicians, stable grid power, a building-scale liquid loop and frequent replacement of failed parts. Orbit removes each of these assumptions.

The idea is more ambitious than putting a conventional edge-AI accelerator aboard a spacecraft. Nvidia and SpaceXAI are proposing to bring a modified architecture used in AI data centers into orbit, while altering it for orbital operational requirements.

Getting that working in orbit, though, is easier said than done. 

As Curtis Pyke, founder of Kingy AI, writes, “A conventional NVL72 rack assumes gravity, technicians, stable grid power, a building-scale liquid loop and frequent replacement of failed parts. Orbit removes each of these assumptions.

“Cooling is unforgiving. Space is cold, but vacuum does not carry heat away through convection.”

In particular, Pyke continues, “Cooling is unforgiving. Space is cold, but vacuum does not carry heat away through convection. Heat must travel from the chips to the radiator surfaces and then leave as infrared radiation. SpaceX says AI1 can avoid chillers, cooling towers and fans and reduce cooling overhead by an order of magnitude.”

SpaceX explains that AI1 would instead use closed-loop liquid cooling inside the spacecraft and large deployable radiators to send heat directly to space as infrared radiation. While the claimed reduction is physically plausible in principle, there’s no proof yet that these AI satellites’ cooling systems can deliver. 

Another major problem that remains unaddressed is how to make the orbital rack radiation-tolerant. Making Vera Rubin NVL72 radiation-tolerant means far more than putting an ordinary NVL72 rack in a shielded satellite enclosure. It would require a system-level redesign of its GPUs, CPUs, memory, networking, power, cooling, firmware, and operations around a specified orbit and mission life.

LEO orbit is not benign. NASA cites typical trapped-particle dose rates of 100 to 1,000 rad(Si) per year for low-inclination LEO spacecraft below 500 km. That level of radiation is not an immediate death sentence for electronics, but over a multiyear mission it will cause cumulative degradation. Radiation-qualified space hardware can deal with that. Commercial Off-The-Shelf (COTS) electronics are another matter. A true radiation-hardened Rubin GPU would also require design changes at the transistor and circuit levels. 

Even were Nvidia to make such a chip, for a high-density AI system such as the SpaceX design, the concern isn’t simply whether one processor survives a 5- or 10-year dose. The satellite contains numerous radiation-sensitive elements, such as GPU logic, SRAM caches, register files, system memory, and memory controllers. With thousands of cores and billions of memory storage cells, the aggregate fault rate — not the behavior of an individual component — drives the design.

The most realistic near-term answer would be a radiation-tolerant, fault-managed Rubin-derived orbital system, not a fully radiation-hardened NVL72 in the traditional military-space sense. It could use selected commercial Nvidia parts, substantial shielding, ECC and data integrity mechanisms, redundant controllers and power paths, aggressive fault detection, software recovery, and reduced-performance operating modes.

The post SpaceX designed an orbital Vera Rubin. Radiation comes next. appeared first on The New Stack.

Software engineers' new job isn't writing code — it's designing the boundaries AI agents can't break

31 August 2026 at 18:52

If you look at the commit histories of modern data platforms, something profound has shifted over the last two years. The friction of writing syntax has collapsed. With Cursor, Claude Code, and agentic workflows now living inside our Docker containers and IDEs, generating the first implementation of a distributed streaming pipeline or a complex API integration is no longer the central bottleneck.

Agents can navigate repositories, write test coverage, inspect stack traces, and propose refactors. Describe a Kafka-to-Iceberg sink mapping in plain English, and an agent can produce a credible starting point before the engineer has opened every relevant file.

That changes the question for software engineers.

If the agent is becoming the primary author of local system logic, what exactly is left for the engineer to do? Are we headed toward an industry of reviewers rubber-stamping an endless stream of plausible pull requests? Or has the work shifted away from constructing logic and toward something more abstract?

To answer that, it helps to borrow a lens from thermodynamics, which gives us a language for directed work, feedback, loss, and the boundaries that keep a complex system coherent.

The agent as a heat engine

When we strip away the anthropomorphic illusion of AI, what remains is a computational engine. It takes direction and turns it into action.

An LLM sitting in a data center has immense capacity, but it does no useful work until it is given intent. A prompt, a business requirement, a system instruction, or a failing test gives the agent a direction. It turns that direction into code, tool calls, queries, tests, and changes to a running system.

Every engine has losses. Every agent loop does, too.

Anyone who has left an agent running against a difficult repository has seen this. It starts with a clear task. Then it follows a stale assumption, fixes a symptom rather than a cause, treats an old migration as current behavior, and begins to accumulate its own history. A few tool calls later, the context contains enough plausible but conflicting detail that the next step is less certain than the first.

Call this operational entropy: the buildup of stale assumptions, branching context, and unresolved dependencies inside a loop that is still trying to move forward.

A human interruption helps because it introduces new information. So does a failing test, a precise data contract, a deterministic tool, or an evaluation that tells the agent exactly what it got wrong. Without that signal, an agent can keep generating output while drifting further from a correct outcome.

Agents clearly generate motion. The real question is whether the system around them turns that motion into useful work.

The infinite monkey and the accelerating search space

The infinite monkey theorem gives us a useful picture of what follows: repeated attempts, finite constraints, and feedback.

The theorem says that a monkey hitting keys at random for an infinite amount of time will almost surely type the complete works of Shakespeare. Modern agents are much smarter monkeys. They have compilers, tools, repositories, test suites, and feedback loops. Their work is not random — the feedback steers the next attempt — but the dynamic is familiar: propose, execute, observe, correct, and try again.

In a bounded task, that loop is remarkably effective.

Give an agent a known input schema, a known target schema, a small codebase, and tests that catch the relevant failures. It can inspect the code, make a change, run the tests, absorb the result, and try again. The definition of done is visible. The search space is narrow. The loop has a chance to converge.

But enterprise systems rarely offer that kind of stillness. A real-time pricing engine may depend on mutable operational state, third-party APIs, late-arriving events, regional policy, and business rules that exist partly in code and partly in someone’s head. A data lakehouse can be physically consistent and semantically wrong. A pipeline can pass its tests and still produce numbers that finance does not recognize.

The environment is changing while the monkey is typing.

The three-body problem of enterprise logic

This is why the three-body problem is such a useful image for enterprise software.

With two bodies — a planet and a star — you can predict the motion with a clean mathematical description. Add a third body and the problem becomes much harder to solve. There is no general closed-form solution, and some configurations exhibit chaotic behavior. Small changes in one place can produce very different trajectories elsewhere.

Modern data platforms have the same shape. Clickstream data changes with product behavior. Operational databases mutate under customer activity. APIs impose rate limits and change versions. Schemas evolve. Security policies shift. Legacy systems carry rules that no one has written down because they have been buried in exception handling for years.

Each system exerts pressure on the others. A change in one place alters the meaning or behavior of another. What begins as a local feature request starts to pull on the entire system.

Consider a hypothetical: an agent is asked to add a customer_tier field to a revenue model. It finds a field called status in the operational database, maps it into the transformation, and passes the existing type and nullability tests. The code is clean. The pipeline is green. The answer is still wrong.

A semantic data contract says that customer_tier is derived from trailing twelve-month spend, has an assigned business owner, and cannot be populated from account status. The contract rejects the change before it reaches the dashboard. The engineer's contribution wasn't the transformation — it was the boundary that made the agent's mistake visible, specific, and recoverable.

The new mandate: Designing equilibrium

The software engineer’s job is no longer to write every piece of micro-logic. Agents will increasingly do that work, often faster. The new mandate — designing equilibrium — is to create the conditions in which generated logic can be trusted.

When a business requirement changes faster than an agent can absorb feedback, the engineer has to build containment fields. Strict semantic layers, immutable event logs, data contracts, idempotent APIs, and deterministic state machines are not just good platform hygiene. They reduce the number of assumptions an agent has to make at once.

They turn a coupled problem into a bounded domain with clear inputs, explicit rules, and reliable feedback.

Once that domain exists, the agent becomes genuinely powerful. It can write the transformation, execute the tests, repair the failures, and ship the change without needing to infer the unwritten history behind every table and service.

The value of software engineering doesn't disappear as code generation gets cheaper — it becomes more visible, which is the shift that actually matters.

Autonomous systems will increasingly generate software. But the contracts, feedback loops, and boundaries that determine whether that software succeeds or spirals into chaos will still be designed by software engineers.


Ananth Packkildurai is a data engineering leader, writer, and author of Data Engineering Weekly, sharing insights on modern data platforms, large-scale pipelines, and AI-driven architectures.

Bank of England chief warns that inflated AI valuations and rising leverage could trigger the next financial crisis

31 August 2026 at 18:01

Andrew Bailey warns G20 finance ministers about inflated AI valuations, growing leverage across markets, and cyber risks from frontier AI models. Cross-investments between AI companies and hyperscalers could trigger a chain reaction if one major player stumbles. Many countries still lack rules for advanced AI.

The article Bank of England chief warns that inflated AI valuations and rising leverage could trigger the next financial crisis appeared first on The Decoder.

The Hugging Face hack could indicate cultural issues at OpenAI

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here.

By now you’ve probably heard about last month’s major AI security incident, in which OpenAI agents escaped their sandbox and hacked into the AI platform Hugging Face while trying to cheat on a test. It’s a wild story. On Wednesday, OpenAI released a postmortem technical report on the incident, which I wrote about here

The day before OpenAI released that report, I spoke with David Krueger, a computer science professor and prominent alignment expert who took leave from the University of Montreal to found and lead an AI safety nonprofit called Evitable. He said what he had really hoped to see in the report was an analysis of the human factors behind the incident.

“When you look at accidents and incidents, oftentimes people try to find the technical source of failure, but that can give a very inaccurate and misleading sense of why the failure occurred,” he said. “If people are just cutting corners all the time, if people are not in a culture that prioritizes safety and has appropriate incentives and structures, [accidents] are kind of bound to happen.”

The report did not meet Krueger’s hopes. Its 38 pages detail a multi-month progression of agent misbehavior that culminated in the Hugging Face hack, explore the technical reasons why that misbehavior occurred, and enumerate the steps being taken to prevent similar events in the future. But there’s no consideration of the role that company culture may have played in the incident, and the report includes few references to specific human errors. 

That’s all the more concerning because the references to human error in the report suggest that significant cultural issues could be at play. Back in May, models in training figured out how to communicate with one another via an improvised message board, and an OpenAI team observed the behavior. Because that behavior occurred during training, the models learned that secret interagent communication was a viable strategy for completing tasks—but rather than restarting the training process, the team allowed the models to move forward with that risky information encoded in their weights.

When those models were tested in late June, they again created a message board, which enabled the Hugging Face attack. This message board, too, was discovered, but the employees who responded determined that evaluation could continue, and the report suggests that no one higher up the chain of command realized what was going on until it was far too late.

“For this to have gotten this out of control in this way requires a very long series of failures, a cascading set of failures that cause an increasingly large footprint that if at any point a human notices and raises the alarm, this should end,” says Zvi Mowshowitz, a popular AI safety writer on Substack who has drawn attention to OpenAI’s failure to halt training after the first message board was discovered. According to the report, OpenAI employees noticed what was happening at multiple points—and either failed to raise the alarm or were not heard when they did.

What OpenAI’s report fails to address is why a company that develops such high-risk systems did not prevent this severe communication breakdown, though Mowshowitz has his suspicions. “All these different failures are all pointing in the same direction, which is that the safety culture at OpenAI doesn’t exist or is anemically weak,” he says.

Of course, just because we don’t see a deep analysis of safety factors in the report doesn’t mean that OpenAI isn’t conducting one internally. But in an email to MIT Technology Review, Johns Hopkins University professor emeritus and organizational safety expert Kathleen Sutcliffe expressed concern that the public report did not include any reflection on the company’s practices and culture. “The ways in which people interact—the daily habits, routines, and practices we engage in in our organizational lives—affect our abilities to be alert and aware of unfolding events, our abilities to make sense of what we see, and ultimately our abilities to cope with events as they unfold,” she wrote. 

In response to questions about whether and how the company is reflecting on its safety culture, OpenAI referred MIT Technology Review back to the technical report. 

We do know that at least some high-level reflection on safety procedures has taken place at OpenAI, because the technical report does make clear that the company is updating its protocols for responding to safety incidents. But culture change is a tricky problem, and without more information from the company, it’s difficult to say whether strengthened response protocols alone will do much to prevent a future crisis.

In its report, OpenAI spends a great deal of time reflecting on the failures in alignment between the AI models the company trains and tests and the humans who run them. But even bigger alignment problems may exist in the disconnect between company culture and the public interest. And as tough as technical AI research might be, fixing those problems could prove far harder.

Instagram admits users often can't tell AI profiles from real people

31 August 2026 at 17:27

Instagram is replacing its "AI creator" tag with a new "AI-generated profile" label because users can't tell AI profiles from real people. Singularity, defined by Instagram user competence. Profiles without the label get their reach and recommendations throttled. As recently as late 2024, Meta was still planning a coexistence of AI characters and humans on the platform.

The article Instagram admits users often can't tell AI profiles from real people appeared first on The Decoder.

Run NVIDIA BioNeMo NIM Microservices for Protein Structure Prediction in Claude Science

31 August 2026 at 16:30
A picture of a protein molecule.Agentic AI is changing how research is done. AI scientists can read papers, propose hypotheses, call models, and determine which experiments to prioritize next....A picture of a protein molecule.

Agentic AI is changing how research is done. AI scientists can read papers, propose hypotheses, call models, and determine which experiments to prioritize next. First proving their value in software engineering, coding agents now write, test, and ship production code. Scientific research can be more demanding and iterative. Researchers continually evaluate evidence, refine hypotheses…

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Scale AV Perception Across Vehicle Platforms with NVIDIA Omniverse NuRec

31 August 2026 at 16:00
Figure showing the original view and the new view after using NuRec to re-render a video.A perception stack is shaped by the vehicle that carries it. Move the same software to a new carline—for example, from an SUV to a sedan or another vehicle...Figure showing the original view and the new view after using NuRec to re-render a video.

A perception stack is shaped by the vehicle that carries it. Move the same software to a new carline—for example, from an SUV to a sedan or another vehicle variant in the portfolio—and its perception of the world changes. The sensor placement, calibration, fields of view, occlusions, body geometry, timing, and coverage all shift. A traffic light may appear in a different part of the frame.

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Developing provably correct Rust code with Verus

31 August 2026 at 15:35
Many open-source and industry software projects, including several here at Amazon, are embracing the Rust programming language, since it provides performance and flexibility similar to that of the C programming language, while its clever type system automatically prevents a variety of bugs and security vulnerabilities. The result is fast code that's more correct and secure than average. However, "more correct and secure" is not the same as "actually correct and secure". For example, in C, accessing an array out of bounds — indexing into an array past the boundary of the memory allotted to it — is a dangerous mistake that can have unforeseeable consequences. In Rust, it will halt the program, which is definitely safer, but a correct program would never perform the out-of-bounds access in the first place. Similarly, Rust cannot guarantee that your program will compute the results you were expecting or that it won't leak the secrets it has access to. That's where Verus comes in. What is Verus? Verus is an open-source, automated program verifier for Rust. A "program verifier" takes in a formal mathematical specification of how your code should behave and mechanically checks that your code matches that specification for all possible inputs. For example, your code might implement an optimized binary-search algorithm to look for a particular value within a sorted array. The specification might state that when the code successfully returns an index, the corresponding element in the array matches the target value. The verifier checks that this specification holds for all possible input arrays and target values. In contrast, traditional testing techniques might try a few specific arrays but can miss corner cases (e.g., what if the target value is the last element in the array or not present at all?). A key aspect of program verification involves constructing a mathematical proof that the code matches its specification. In an automated program verifier like Verus, the tool automatically handles many of the boring, low-level steps of proof construction, while the human developer provides high-level guidance (e.g., setting up an inductive proof or supplying a loop invariant). As we discuss below, these days, even the high-level steps can often be automated by AI. At Amazon, we're proud to have been a founding member of the Rust Foundation, and we use Rust extensively for projects like Firecracker, which powers AWS Lambda and AWS Fargate, our serverless distributed SQL database, and the Nitro Isolation Engine, which enforces virtual-machine isolation for the Nitro hypervisor, the software that manages virtual-machine allocation for Amazon Web Services (AWS). Amazon's excitement about Rust, combined with more than a decade of work on automated reasoning, makes it natural to adopt Verus to provide even stronger guarantees for the Rust code we're writing. Indeed, we've used Verus to prove the correctness of key primitives used by the Nitro Isolation Engine, as well as a number of critical pieces of infrastructure used within Amazon. We'll explore these use cases in future posts, but for now, we want to tell you more about what it means to verify Rust code with Verus. Verifying Rust code with Verus With Verus, a Rust developer can add specifications (and proofs) for existing Rust code directly in the Rust source files. To extend the binary-search example, consider the following Verus specification (written as a Rust annotation) of the search function's existing Rust implementation: The precondition (indicated by the “requires” keyword) states the conditions that must be true before the function executes. In this case, since the code implements a binary search, we require that the array is sorted. The postcondition (indicated by the “ensures” keyword) states the conditions that must be true after the function executes. In this case, it says that if the function returns “Some(index)”, then “index” is within the bounds of the array, and the value at that index matches the value we were looking for. Importantly, it also tells us that if the function returns “None”, then the target value is not in the array. Without this second clause, the specification could be satisfied by an implementation that always returned “None”! Note that normal Rust compilers ignore these Verus annotations, so Verus-annotated code can be consumed by both verified and unverified projects, including those that use Rust's build tool, Cargo. This example also illustrates a key design decision that Verus makes, one that distinguishes it from many other Rust verification approaches. With Verus, developers write specifications and proofs in their source code, using Rust-like syntax. When a proof fails, they see Rust-style error messages expressed at the source level. This approach keeps the proofs in sync with the actual code and saves developers from needing to learn a brand-new language and tool for specifications and proofs. It also enables the developers who write the code (and hence know it best) to be involved in the process of proving it correct. Verus also focuses on providing fast, powerful automation. To do so, it uses a variety of solvers to discharge the proof obligations generated from the programs and their specifications. In practice, this means that developers typically get feedback on their code and proofs in under a second, fast enough to provide an interactive development loop (including "red squiggles" inside interactive development environments like VS Code). At the project level, Verus can verify complex projects with thousands of lines of code and proof in the time it took some prior automated program verifiers to verify individual functions. This powerful automation and quick feedback loop obviously help humans, but they also help AI agents develop Verus proofs, since the automation means the agent has less work to do and can iterate faster on its proofs. Rust's type system provides strong safety guarantees, but sometimes it prevents developers from writing high-performance code. Hence, Rust also allows developers to write explicitly labeled "unsafe" code. This code must still uphold all of Rust's expectations for safe code, but the compiler no longer mechanically checks those expectations; it's up to the developer to get it right. With Verus, however, developers can mathematically prove the safety of their unsafe Rust code, re-establishing machine-checked safety guarantees. Similarly, Rust famously offers "fearless concurrency", meaning that the type system will prevent various mistakes that other programming languages allow when developers write concurrent code — i.e., programs that execute in parallel at least part of the time. Verus builds on this foundation to enable developers to prove that their concurrent code is not just safe but correct. For example, concurrent execution generally involves locks, which grant a processor thread exclusive access to data items it’s currently manipulating. Verus allows developers to add an invariant property to a lock, meaning that anyone who acquires the lock obtains a value that satisfies the invariant's property (e.g., the value is always even), and when they release the lock, they must prove that the value behind the lock still satisfies that property. Moreover, Verus supports proofs that the lock implementation itself is correct. This is particularly important for programs like the Nitro Isolation Engine, which rely on complex, custom locking schemes to achieve high performance. Like all program verifiers, Verus's guarantees rely on the correctness of Verus itself, the "top-level" specifications of the program's intended behavior, the "bottom-level" assumptions made about the underlying run-time (e.g., the Rust standard library), and the compiler toolchain that converts source code into executable programs. In future posts, we'll go into more detail on the ways we increase our confidence in these components. Verus in the open-source ecosystem In addition to its use at Amazon, Verus has been used to prove interesting properties for a variety of open-source projects. Here are some examples: Vest takes in a description of a binary data format and automatically generates Rust code to parse and serialize data in that format, including Verus proofs of correctness and security. Verdict provides a provably correct and secure certificate validation library for the x.509 public-key cryptography standard, one that supports user-supplied validation policies. The CapybaraKV project verifies the correctness and crash safety of persistent-memory logs, which preserve data in a well-formed state even if the system crashes or loses power unexpectedly. The Atmosphere microkernel is a microkernel (minimal operating system) developed in Rust and verified for correctness with Verus. Anvil proves the correctness and “liveness” of controllers for Kubernetes, an open-source system for managing cloud computing. Anvil shows that under reasonable assumptions, the controllers will eventually bring the system into a stable state. The CortenMM memory management system includes a novel transactional interface with scalable locking protocols, and the correctness of its concurrent code is verified with Verus. Verus itself is a free, open-source project developed by a distributed collaboration of academic and industrial researchers.
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