Sharkbyte

Claude Code just did the FBI's job in 3 minutes 52 seconds and traced $4.8 billion of NVIDIA chips to a 2-person company in Singapore. One of its execs turned out to be Jensen Huang's mistress. It used 23 public sources. Four government probes have been working on this for over a year. I gave it one question: where did the chips actually go? It started with the New York Times and hit a paywall, 403. It didn't ask me what to do, it just switched to CBS and CNBC and kept reading. The company is called Megaspeed. It was spun off from a Chinese gaming company in 2023 and had never run a data center. Then it started buying: → /purchases → $4.8B of NVIDIA chips in two years (CBS, NYT) → /math → $4.8B ÷ ~$35k per card ≈ 136,000 GPUs → /office → Singapore, 2 employees → /malaysia → 200+ shipments, about $2B in 12 months → /route → orders placed through a US reseller, never NVIDIA directly → /china → a server company in the chain moving hardware back into China → /site_visit → US inspectors found the GPUs still sealed in their boxes 136,000 of the most wanted chips on the planet, and nobody had even opened them. Then it noticed two numbers that didn't match: $2B in one report, $4.8B in another. Claude checked the dates. The $2B was only the Malaysia route over 12 months, so the real total was the bigger one. After that it found this: → a US intel memo says a Megaspeed exec was recruited by Chinese intelligence (TechCrunch, CBS) → according to the memo, her target was the man who decides where NVIDIA's chips go → Nov 8: Jensen Huang tells staff he had an affair with her (CNBC) → the same day, NVIDIA's board opens an independent investigation → 4 probes open: US Senate, Singapore police, US Commerce, and Bain pulled out as a tenant → Nov 18: the House wants a closed-door briefing I stopped it halfway and asked: wait, didn't NVIDIA say this was debunked? It went back and checked. On Oct 29 NVIDIA did call the diversion claims "debunked". Ten days later its own board opened an investigation into its own CEO. At the end it built the whole map, 19 links, and wouldn't draw a single one without a source behind it. Four probes in two countries have been at this for over a year. Claude Code finished before my coffee got cold. Nobody has published where the 136,000 GPUs are now. Save this.

The AI selloff just tore through the hedge fund world: VARA down 33% in October, Arini down 26%, and Tiger Global, Marshall Wace and D1 all bleeding, per Bloomberg. Read more: unusualwhales.com/news/hedge…

Dario Amodei: some tokens Claude produces are worth a few cents, others could be worth tens of millions of dollars. His examples: 1. Telling someone to restart their Mac: the model has said it 10 million times, worth a dollar or less 2. Telling a pharma company to move an aromatic ring to the other end of a molecule: potentially tens of millions 3. Expect pay-for-results pricing, or labor-like pricing by the hour 4. It's a new industry, so many models will be tried Today pricing is simpler: per the S-1, usage-based pricing was 80% of H1 2026 revenue and subscriptions 20%. Full breakdown here: theaiopportunities.com/p/ant…

BREAKING: ANTHROPIC IPO FILING REVEALS STEEP LOSSES, SECURITY CONCERNS - Reuters $AMZN Anthropic flagged its confidential S-1 in June. For Amazon, the fresh disclosure is how older Anthropic notes convert at the IPO, alongside its July preferred-stock investment. Also affected, most first: GOOG. For informational purposes only. Not a recommendation to buy or sell any security.

“COBOL is still deeply load-bearing in banking, especially at the core: account ledgers, overnight batch processing, and card/ATM authorization. The widely cited estimates are that roughly 43% of banking systems and 95% of ATM swipes run on COBOL code, and that around 80% of in-person banking transactions pass through it.”

Basically Chamath just said that every single Hyperscaler and Neocloud is fucked except SpaceX. And Elon agrees with him. Probably nothing

Saw a guy call it cuck coding instead of vibe coding because you just sit in a chair and watch😭

black october just got worse. a japanese company lost 27,000 servers and it’s not even the scariest part GMO Internet runs a cloud service called Onamae Desktop, mostly used by forex traders running automated trading bots hackers broke in, installed malware across up to 26,739 servers, stole trading credentials and started making unauthorized trades on people’s accounts not one broker. over 70 different securities and forex firms across japan and internationally. people woke up to trades they never made, money moving they never authorized OANDA Japan froze customer withdrawals. GMO refused to pay the ransom, permanently shut down the entire service, and did something nobody expected they asked the japanese government to use brand new active cyber defense powers, literally military-grade authority that just went into effect october 1st, to trace and neutralize the attackers’ infrastructure. the government can now legally hack back the technical details from the attacker’s own site are terrifying. GMO configured their VPS network using Active Directory, something you should never do on shared hosting every server had admin credentials. and the RDP files customers used to connect? drive redirect was enabled by default, meaning the moment you connected to your VPS, your entire local PC was shared with the server hackers didn’t just own the servers. they had a direct path into every customer’s personal computer. they extracted data, installed backdoors. customers were exposed like this for over 7 years 27,000 servers. 70+ brokers. unauthorized trades. personal computers backdoored. a company begging its government to go to cyber war october isn’t slowing down

🚨 Hackers breached enterprise firewalls and VPNs worldwide in a campaign linked to k0t. Over 70,000 exposed credentials identified. Fortinet and Palo Alto devices targeted. Persistent access established. Data exfiltrated. Inside the attack chain and suspected ransomware links: thehackernews.com/2026/10/ha…

messaging my wife a link containing proof of her husband cheating on her from an anonymous instagram account and then when she clicks on it texting her to let her know she failed the family phishing test and she has to retake my cybersecurity course

The link below is to the full article with all the details for those who really want to know what’s going on $GME teapaw.org/simplejack/status/2113…

For those of you with your head in the sand, let me help you understand something: The world's economy relies on the internet functioning. Over the past 48 hours, vulnerabilities -- extremely time-critical, highest-possible-impact vulnerabilities -- have surfaced, many with exploits ready to go, that threaten effectively 100% of the internet (and that's just 4: node.js, php, DNS, and the Hindu CA fiasco). If shit online stops working, shit in the real world stops working. Money stops moving. Food stops moving. Goods and services stop being available. Shipping grinds to a crawl, if not a halt. You thought the supply-chain problems in 2020-2021 were bad? That was a fucking cakewalk compared to what would happen if millions of us weren't busy busting our asses 24/7 for the past few days, and for the immediate future, ensuring you still get your $40 burrito delivered to your door. Because when that shit stops, the room-temp braintrusts take to the street and start burning and killing.