Here’s their latestapologia, as posted on X:

You can read the full reporthere.

Now for the reactions (the middle one is mine).

The careful attention to language and social responsibility award goes to the prominent and increasingly outspoken investor Bill Gurley:

Old days: “Mistakes were made”; new days “Claude did illegal things”.

A journalist just asked me, “I saw you mentioned Anthropic’s AI oopsie and want to know what you think about this and the OpenAI hacks as a big picture on AI and cyber?”

I think it’s bad:

The supposed leaders in AI and AI safety are clearly in over their heads. Worse, we as a society are in over our heads. From a technical perspective, this is what happens when you let pattern0matching machines with no real comprehension of what they are doing freely roam the internet. It’s everything that I have been warning about for years. From a societal perspective, it’s insane that we are pouring gasoline onto the fire by racing ahead with data centers and AI rollout when we have no idea how to control it and are just sort of hoping for the best. Unfortunately, as the saying goes, hope is not a strategy.

There’s an important footnote on the “freely roaming” the internet part, by the way. What really allowed this to happen was human error at Anthropic,inallowing the pattern-matchers to roam the internet in first place,as key passage in the report notes:

If we can’t even trust Anthropic to doublecheck their sandboxes…

And, finally, prize for best skewering goes to Joann Stern, formerly of the WSJ and now launching her ownNewThings.com.

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P.S. Some words of advice to the AI companies from Zack Korman of Embroidery.io:

",{"_244":190,"_245":273,"_246":274},"dbcca9ad-2d71-4f18-b1a8-fb4de670667e",{"_19":273,"_31":275,"_192":276,"_33":277,"_215":278,"_251":278,"_21":222,"_252":279,"_254":280,"_208":40,"_68":-5,"_70":40,"_170":281,"_244":190,"_270":293},"The seven most shambolic things that happened in AI today.","Leopold Aschenbrenner's hedge fund, Situational Awareness, experienced a dramatic downfall fueled by hubris and excessive leverage. A U.S. government map of Africa, generated with AI tools, mislabeled every country and included an AI watermark. OpenAI significantly reduced its prices, while Anthropic faced a cybersecurity incident, and new research highlighted ongoing challenges in AI jailbreaking and open-ended research capabilities.","臘♂️","https://substackcdn.com/image/fetch/$s_!B2If!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FHOgHBJaXEAEaWlp.jpg","2026-07-31T02:15:39","https://garymarcus.substack.com/p/the-seven-most-shambolic-things-that",{"_19":282,"_173":283,"_175":115,"_68":284,"_201":26,"_202":291,"_204":292},"f3fbe30498d53a69e2c869ef5741dcbb14811e6ccb9dce86da4a61e25ff054f0","3b490d3b9bdc724f0c27f91b9fa1dd6968d44b10d5009b5456a0bda1130860c5509a05e97d3c5592750ca385c569ac0b8ac19f3b57c68ee14cb7d265c096d764",[285,286,287,289,290],[208,275],[35,278],[263,288,40,265],"30023:983dd797fe72ad62fc8e3ece7eed1f126550972885c8f835d9af5528dad655a3:dbcca9ad-2d71-4f18-b1a8-fb4de670667e",[198,40],[200,26,40],"The seven most shambolic things that happened in AI today.\n臘♂️\n\n\nnostr:naddr1qvzqqqr4gupzpxpa67tluu4dvt7gu0kw0mk37yn92ztj3pwglq6ant649rddv4drqqjxgcnrvdsnjcty95exgde3956xvvfc943rzcfc94nxydryv5mrwvpkxcmk2uvn9py ",1785464139,"

No time today to cover all this in depth, and I might have missed one, but make sure to check out:

The dramatic, hubris-fueled, hyper-leveraged downfall of Leopold Aschenbrenner’s high-flying hedge fund Situational Awareness. You can read the NYT coveragehere, or this short summary that appeared on X:
$\"\"$
.
The U.S. government shared a map of Africa that mislabeled every single country, spotted by:
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Bonus: Reutersfurther reportsthat “the map included in the presentation contained an artificial intelligence watermark that ⁠signals it was made with OpenAI tools. The company said it was investigating the report.”
OpenAI was driven by competition to drop its prices by 80%. Who needs margins anyway?
Anthropic? They had alittle cybersecurity oopsie of their own
$\"\"$
MIT Technology Review reportednew, disturbing adventures in jailbreaking
$\"\"$
:
and a large team of others reported that AI scientists still aren’t really up to scratch,especially when it comes to open-ended research:
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Who knows what tomorrow will bring.
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Anthropic Reports AI Security Incident

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