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The AI Native Dev (podcast) 2026-10-27-3

Caleb Sima: AI Attackers Move at Machine Speed

Sima argues the old playbook of severing connections to OpenAI and Anthropic fails when the agent borrows internal keys and sessions, and large enterprises with multi-region designs have no single plug to pull. He relays that OpenAI's AI found 400+ Linux root 0-days at about 2.5 hours each. Set against the maze run in the Times piece, his point that sandboxes cannot contain a goal-directed model leaves pre-agreed authority to contain and roll back automatically as the defender's remaining lever.

# tags
ai-securityai-cybersecurityai-defenseagent-securitycontainmentsandboxdeceptionhuman-in-the-looppatch-velocityvulnerability-managementred-teamingmisalignmentagent-governancehugging-facepodcastyoutubeai-practitioner
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Blast RadiusAgent ObservabilityAgent governanceHuman-in-the-loop designProduction-readiness
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ai-securityai-cybersecurity
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2026-03-13-w32026-05-01-w22026-05-01-w32026-04-13-32026-03-23-12026-04-10-12026-05-14-12026-05-12-2
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Investor's Business Daily (YouTube) 2026-10-25-2

Meta's $1,000 Bull Case: How Muse AI Changes The Valuation Game | IBD

Walmsley calls Muse an offensive bet and orders the money: subscriptions, then business agents in WhatsApp and Messenger ads, then an enterprise API, with consumer agent revenue in 2028 or 2029. Amazon has already blocked Muse on its storefront, so the near-term revenue that doesn't depend on the consumer agent comes through advertisers, where Meta already owns the relationship. Against Apollo's flat 493, this is intelligence paired with an owned counterparty and glasses context.

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metaai-capital-cycleai-capexconsumer-aiagentic-commercemonetization-gapagent-gatingadvertisingequity-researchvaluationsmbvideoyoutube
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AI infrastructure capexMonetization Gapagentic commerceAgent GatingDistribution moat
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ai-capital-cycleconsumer-aiagentic-commerceagent-gating
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2026-05-26-22026-05-01-w22026-03-16-22026-03-31-m22026-10-16-w22026-03-20-w32026-05-04-22026-03-20-w12026-04-30-12026-05-01-32026-05-27-2
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YouTube 2026-10-20-1

AI Agents Cut 3-Day Portfolio Builds to Minutes — Jack McDonald, Apollo & Michael Manapat, Rowspace

Rowspace cut a CLO mock-portfolio build across 200-400 credit names from 2-3 days in Excel to minutes, about 80-90% complete, with the PM finishing the last 10%. The trust comes from staff encoding which of 20 sources wins, worked out with the client's finance team on site. That human-adjudicated rulebook is what the physics and grant-writing reads are missing.

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ai-practitionerforward-deployed-engineeringfinancial-servicesprivate-creditdata-qualityagentic-ai-viabilityworkflow-embeddingapolloverification-infrastructurevendor-claimsai-engineeryoutubetalk
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Verification InfrastructureWorkflow embeddingCredibility verificationEnterprise AI adoptionAgentic AI viability
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private-creditagentic-ai-viabilityverification-infrastructure
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2026-05-22-w22026-05-01-w32026-04-05-12026-04-17-w32026-05-22-32026-04-30-32026-05-07-22026-03-13-w32026-05-01-w22026-04-07-12026-05-13-1
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YouTube (Corey Gallon, Rexmore) 2026-10-14-1

I Believe Everything My Agents Tell Me: Three Levels of Review — Corey Gallon, Rexmore

Gallon's agent produced a letter whose numbers were right to the cent and whose premise was wrong, which is exactly the failure reconciliation can't see. Only the role-based cold reviewers attacked the frame; the invoice check would have passed it. In about 4 in 10 analysed 2026 sessions an agent got something wrong that mattered, so self-reported completion plus a spot-check is no longer a defensible default, and verification effort will have to scale with stakes.

# tags
verification-infrastructureverifier-bottleneckagent-evaluationself-grading-agentsmaker-checkerclosed-loop-verificationagent-orchestrationai-engineeringai-practitioneryoutubevideo
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verification-infrastructureverifier-bottleneckagent-orchestration
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2026-05-01-w32026-04-30-32026-05-22-w22026-05-07-22026-04-05-12026-05-10-32026-05-06-32026-05-06-1
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AI Engineer (YouTube) 2026-10-14-2

The Death of the Code Review: What the Data Actually Says — Laurie Voss, Arize AI

Review isn't disappearing; the unit of human review is moving from the diff to the definition of good. Every no-human showcase, from OpenAI's roughly 1M lines and 1,500 merged PRs with three engineers to Bun's 6-day Rust port, had humans authoring the verifier, and the Bun port still carries 13,044 unsafe blocks against about 74 in comparable human code. Whoever codifies mergeability into rubrics and evals sets what agents treat as done.

# tags
verifier-bottleneckcode-reviewai-engineerai-coding-toolsagentic-engineeringhuman-in-the-looparizeverification-infrastructureloop-engineeringyoutube
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verifier-bottleneckverification-infrastructure
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2026-04-05-12026-05-22-32026-04-07-22026-04-07-12026-03-21-22026-04-22-22026-04-10-w22026-05-01-w32026-05-07-2
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