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Today Edition #4 7 tokens 7 min read

Big AI money, thin defences, and labs writing their own rules

Cover illustration for Sunday, October 25, 2026

Good morning, and happy Sunday. Today's news shows two sides of the same coin. On one side is the money: Apollo says there is still no sign of AI paying off outside the tech sector. America has also lost about 200,000 creative jobs, and people are asking how much of that is AI. On the other side is security: a serious PHP flaw shows how thin the web's defences are, and AI labs are quietly deciding what their models may help you hack.

This connects to my big worry this October. The labs move very fast, and they also help shape the rules. Transformer reports that OpenAI is pushing amendments to SB 53, California's AI safety law. Some safety advocates are also turning on Anthropic, just before its IPO. When the builders want a say in their own regulation, I always ask: what do they know that we don't, and whose interests will the rules protect? Six months ago, I trusted the labs more to protect the public. A study showing Grok and GPT split by party in more than 90% of election races does not help.

There is good news too. Old gaming GPUs and normal computers now run serious open models at home, and Pennsylvania wants AI ads labelled. This week, watch Anthropic's IPO, the SB 53 fight, and whether anyone finally funds the people who keep the web's old code safe.

  1. 01 Apollo sees no AI payoff outside tech yet Business
  2. 02 AI labs lock down hacking skills, and open models follow Safety
  3. 03 A PHP flaw shows how thin the web's defences are Safety
  4. 04 Grok picks Republicans, GPT picks Democrats Policy
  5. 05 200,000 US creative jobs gone: how much is AI? Business
  6. 06 Pennsylvania makes AI ads wear a label Policy
  7. 07 Free speed boost for old gaming GPUs running local AI Open source
🖤☕ 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 💼 Business

Apollo sees no AI payoff outside tech yet

Yesterday we talked about bubble talk as Anthropic's IPO gets close. Today there is new fuel for that debate. Apollo, the big investment firm, published a short note titled "No signs of AI payoff outside the tech sector."

It was the top AI story on Hacker News, with 555 points and almost 580 comments. The idea is simple: tech companies are spending and selling AI, but other industries do not yet show clear gains. TechCrunch adds a running "AI graveyard" list. It goes from Apple's repeatedly delayed Siri AI to OpenAI's messy "super app" launch.

This does not mean AI is useless. It means the money goes in much faster than the results come out. The next test is how investors react to Anthropic's IPO.

Why it matters

If AI mostly pays off for the companies selling it, the huge spending is still a bet, not a business. When big bets go wrong, normal workers and savers often pay the bill.

Morning Token 02 🛡️ Safety

AI labs lock down hacking skills, and open models follow

Yesterday we saw that hacking with AI is getting cheaper. Now the walls are going up. On r/LocalLLaMA, a user says a tool called REA ("Reverse Engineer Anything") was blocked by Claude one day after launch. People used it to study smart TVs that spy on their owners. The post says OpenAI blocks this kind of use too. Another user says cloud models can even close your account for reverse engineering requests.

There is also news on Kimi K3.1, the Chinese model we covered yesterday. Its open-weight release (model files anyone can download) reportedly removes cyberattack training data. The Reddit poster says this is mainly because of new Chinese export restrictions. Meanwhile, a "root shell on Samsung TV" post (full control of the TV) got 507 points on Hacker News. A GitHub repo with 35 ready-to-paste jailbreak prompts for 25+ models got 540 stars in a few days.

These are community reports, not official statements. But the direction is clear: labs and governments now decide what AI may help you hack.

Why it matters

Stopping attackers is good. But the same blocks also stop people who just want to check what their own devices do. And with jailbreak lists public, the locks may stop honest users more than bad ones.

Morning Token 03 🛡️ Safety

A PHP flaw shows how thin the web's defences are

PHP is an old programming language, but it still runs a big part of the web. A serious PHP flaw led the AI safety newsletter Transformer to write: "The cyberpocalypse is here — sort of." The "sort of" matters. It is a warning, not a disaster.

The follow-up came from Reuters. The director of the PHP Foundation says it is "under-funded," with only one full-time staff member. One person, for software that so many websites depend on. The story got 137 points on Hacker News.

The same Transformer edition covers Anthropic's coming IPO, OpenAI's amendments to SB 53 (California's AI safety law), and AI safety advocates turning on Anthropic. The open question now: who pays to protect shared code like PHP?

Why it matters

As AI makes finding bugs cheaper, the weakest link is often old shared code with almost nobody behind it. Billions go to AI labs while a piece of the web's foundation runs on one salary.

Morning Token 04 ⚖️ Policy

Grok picks Republicans, GPT picks Democrats

A new study asked AI models to choose between candidates in nearly 500 US election races. When forced to pick, xAI's Grok overwhelmingly recommended Republicans. OpenAI's GPT favored Democrats.

The two models disagreed in more than 90% of the races. TechCrunch reported the study, and it was also discussed on r/artificial.

The models were forced to choose, so this is not how most people use them. Still, millions of people now ask chatbots for advice on everything, and election questions will come.

Why it matters

Who owns the chatbot may shape what it tells voters. That is a question about power and democracy, not only about technology.

Morning Token 05 💼 Business

200,000 US creative jobs gone: how much is AI?

America has lost about 200,000 jobs in media, film and the arts, according to an analysis from Apricitas. The piece asks the hard question: how much of this is because of AI? It sparked a big discussion on Hacker News, with 368 points and 366 comments.

Job losses usually have many causes, so there is no simple answer. But AI tools for text, images and video are an obvious suspect, and the article tries to measure it.

Some creators are pushing back with authenticity. The Verge reports that BBC's Blue Planet III keeps less-than-perfect shots on purpose, because too-polished footage now looks like AI. Imperfection is becoming a sign of human work.

Why it matters

Creative jobs were supposed to be among the last to be automated. If even part of these losses come from AI, it is a signal for many other jobs too.

Morning Token 06 ⚖️ Policy

Pennsylvania makes AI ads wear a label

On Thursday, Pennsylvania Governor Josh Shapiro signed the Artificial Intelligence Deceptive Advertising Act. Any ad that "has been significantly modified or generated by artificial intelligence" must now carry a label. That covers images, video, audio and text, and the label must be in the same format as the ad.

The timing makes sense. On Reddit, a user complained about AI-made photos on Facebook Marketplace: a "pristine" leather couch turned out to be very worn. And TorrentFreak found an AI-assisted paper on Z-Library that cites a TorrentFreak article that does not exist.

Labels will not fix everything. But it is one more state saying: if AI made it, tell people.

Why it matters

Fake content that looks real is now everywhere, from used couches to research papers. Simple disclosure rules are a small but real way to protect trust.

Morning Token 07 📦 Open source

Free speed boost for old gaming GPUs running local AI

A new open-source tool called gpu-unlock says it raises the speed of some AI math on Nvidia RTX 3000 cards. It got 248 points on Hacker News. On r/LocalLLaMA, people say a similar trick works on RTX 30 and 40 cards, with up to 2x faster "prefill" (the step where the model reads your prompt). One headline even says prices for these cards are surging.

At the same time, people run big models on normal hardware. One project runs Qwen3.8-Flash-Next, a 125-billion-parameter model, at about 20 tokens per second (tokens are small pieces of words) with 16 GB of video memory, by reading parts from a fast SSD. Others run it on 8 GB cards.

These are early community results, not official tests. But if they hold, a used gaming PC can run serious AI at home, with your data staying on your machine.

Why it matters

Local AI means more privacy and less dependence on a few big companies. With cloud labs blocking more requests, running your own model is becoming a real choice for normal users and small businesses.

le_dernier_mot.txt

Bon, the machines get stronger every week, but the humans watching them stay very few: one PHP staffer, a handful of safety advocates, a few lawmakers. Maybe the best AI investment we can make is in those people.