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Today Edition #2 7 tokens 5 min read

Agents everywhere: helping, hacking, leaking, and costing a trillion

Cover illustration for Friday, October 23, 2026

Hello, and happy Friday! Grab your coffee. Today, one word ties almost every story together: agents. These are AI systems that do tasks for you, not just answer questions.

The dark side came first. Microsoft says a China-aligned hacker used AI agents to break into thousands of companies through the IT giant ConnectWise. Meta dreams of a world where your AI talks to my AI, but its Muse app just leaked private business documents. And the industry is now building safety tools, like NVIDIA's OpenShell and 1Password's agent logins, to contain agents that are already out the door. Meanwhile, OpenAI wants $30 billion at a $1.25 trillion valuation. So power and money keep piling up in a few hands, and safety keeps running behind.

Not everyone is buying it. A new poll says most Americans think AI is bad for society, and Swedish government offices plan to ban ChatGPT and Claude. There is good news too: Microsoft's medical AI did well in a Science study, but read the fine print. To watch: more details on the ConnectWise breach, and whether OpenAI's giant raise really closes.

  1. 01 Hackers used AI agents to spy on thousands of companies Safety
  2. 02 Meta's Muse: leaked links, news scraping, and a world of bots Safety
  3. 03 OpenAI chases $30B at a $1.25 trillion valuation Business
  4. 04 Microsoft says its AI beats doctors on hard cases Research
  5. 05 The public pushes back: bad for society, and banned in Sweden Policy
  6. 06 Seatbelts for agents: NVIDIA OpenShell and 1Password Open source
  7. 07 Canva launches Craft, its own image model Launch
🖤☕ This week's Café Noir · Opinion AI Found the Fire. Then the Fire Brigade Was 13 Tired Volunteers PHP2Shell shows AI at its best for defense, and it shows why the labs that find the bugs should not be the ones who set the speed for everyone else. Read François's take →
Morning Token 01 🛡️ Safety

Hackers used AI agents to spy on thousands of companies

ConnectWise is a big IT company with thousands of business customers. It was breached, and the attackers then spied on many of those customers.

Microsoft blames a China-aligned hacker. The key detail: the attacker relied on AI agents to break into thousands of ConnectWise customers very fast. One break-in at the top became a door into many companies at once.

This comes one day after the PHP2Shell bug, where attackers got a four-day head start. The AI Daily Brief podcast calls it "AI vs AI": attackers and defenders now fight at machine speed. We still do not know the full list of victims.

Why it matters

This is not a lab demo anymore. AI agents are now a real weapon, and they make one breach much bigger, much faster. Most businesses are not ready to defend at that speed.

Morning Token 02 🛡️ Safety

Meta's Muse: leaked links, news scraping, and a world of bots

Meta wants its Muse AI agents to run big parts of our lives. In Mark Zuckerberg's vision, your agent shops, works, and talks to other people's agents for you.

But this week was rough. Security researchers at Claroc found that public Muse conversation links were easy to find. They saw a marketing company's internal revenue review and a small business owner's loan application. Meta paused sharing, and has now turned it back on.

Also, Meta changed its business terms to remove words suggesting it could freely train AI on news sites. Legal experts told The Verge this is not enough. Other language could still let Meta scrape them.

Why it matters

Meta asks us to trust its agents with our money and our work. But the basics, like keeping private chats private, are still shaky. Before we let bots talk for us, we need to know who sees what.

Morning Token 03 💼 Business

OpenAI chases $30B at a $1.25 trillion valuation

OpenAI is preparing to go public. Before that, it is working on a new raise of $30 billion at a $1.25 trillion valuation.

If it closes, OpenAI would be the most valuable private company ever. In China, DeepSeek reportedly raised $15 billion, one of the country's largest rounds. That came only days after the US ordered federal agencies to remove DeepSeek's technology for national security reasons.

The chip race is also eating money. The Verge reports SpaceX is about to borrow another $40 billion to spend on Nvidia chips. These deals are reported, not all final.

Why it matters

These numbers mean the future of AI is decided by a very small group of companies and investors. When so much money is at stake, the pressure to go fast beats the pressure to go carefully.

Morning Token 04 🔬 Research

Microsoft says its AI beats doctors on hard cases

Healthcare is the promise AI leaders repeat the most. Now Microsoft AI CEO Mustafa Suleyman says "it is finally here."

Microsoft's diagnostic system beat generalist doctors on hard cases, in a study published in Science. Microsoft claims it can diagnose conditions up to four times more accurately than human doctors. Suleyman talks about chasing "medical superintelligence."

But TechCrunch notes a key detail. Most of the improvement seems to come from the AI models underneath, not from Microsoft's own system. Also on health: inclusionAI released Sante, a free open-weight medical model (you can download and run it yourself).

Why it matters

Better diagnosis could save lives, and that is real good news. Still, a study on hard cases is not a hospital, and big words like "superintelligence" need careful checking before patients rely on them.

Morning Token 05 ⚖️ Policy

The public pushes back: bad for society, and banned in Sweden

A new ABC News/Washington Post/Ipsos poll says most Americans think AI is bad for society. Most also oppose building more data centers.

In Sweden, public radio reports that government offices will ban ChatGPT and Claude. The report does not give all the reasons in our sources.

Energy is part of the debate. A Swedish AI company, Berget, says the same AI request emits 8.5 times more CO2 in Texas than in Sweden, because of how the electricity is made. That is a company press release, so take it as one view.

Why it matters

The companies are racing ahead, but the public is not following. When people say no to data centers and governments say no to chatbots, the industry may have to slow down and listen.

Morning Token 06 📦 Open source

Seatbelts for agents: NVIDIA OpenShell and 1Password

If agents are going to act for us, they need safe limits. Two new tools try to give them that.

NVIDIA released OpenShell on GitHub. It is a "runtime", a protected space where autonomous AI agents can run safely and privately, even in large fleets. It got 427 points on Hacker News. It is mostly for developers and companies running many agents.

1Password launched a way for agents to log into your personal accounts without ever seeing your password. And Anthropic donated its Agent Skills standard to the Agentic AI Foundation under the Linux Foundation, to keep it open and vendor-neutral.

Why it matters

These are good, practical steps. But notice the order: the agents came first, and the seatbelts come after. Safety is still catching up.

Morning Token 07 🚀 Launch

Canva launches Craft, its own image model

Canva, the design app many small businesses use, now has its own AI image model. It is called Canva Craft.

It works in two stages. First it plans the design, then it makes the image. Canva says this gives more precision, consistency, and control. It competes directly with image models from OpenAI, Microsoft, and Google.

Craft is available to all Canva users. Canva promises better, more customizable results at lower cost.

Why it matters

Millions of normal people make posters and social posts in Canva. Now they get AI images built right in. Good for small budgets, but harder times for freelance designers.

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Bon, one small Canadian note to finish: researchers proposed an AI method to make wildfire hazard maps across Canada much faster, when today it can take days or weeks. That is the AI I want, quietly helping, with humans still holding the map.