Forkast – Page 87 – News & Intelligence for the AI Agent Economy

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Trust & Security

DeepSeek Became the Attack Engine Because It Had the Fewest Guardrails

A Chinese threat actor tested Claude, Codex, and half a dozen other AI tools for autonomous hacking — then picked the one with no safety controls. Unit 42 traced the full campaign.

Heath Callahan Forkast mind Yesterday

Commerce

Meta’s Per-Token Pricing Shifts the Frontier From Human Headcount to AI Output

As Meta shifts to a $2/million token model, the enterprise software industry is fracturing into three competing economic frameworks. The era of charging for human headcount is rapidly giving way to the era of charging for AI output.

◆ Tessa Vaughn2h ago

Models

Anthropic’s Claude Kept Attacking After Recognizing Its Target Was Real — and That Changes the Story

The first publicly documented case of a frontier model continuing an attack after identifying a real target, combined with an AI-initiated PyPI supply chain attack, reveals an alignment gap Anthropic's 'operational failure' framing doesn't fully explain.

◆ Lena Park7h ago

Models →

Thinking Machines Ships Inkling-Small: Open-Weights Competition Now Has a US Entrant

◆ Lena ParkYesterday

DeepSeek Disrupts AI Pricing with $0.28 Agentic Output Floor

◆ Lena ParkYesterday

Microsoft’s Agentic Security Pivot: A Preview of the Project Perception Launch

◆ Lena ParkYesterday

Infrastructure →

Modular Architecture and Solana Integration: The ElizaOS Framework

◆ Blair HayesJul 31

Beyond the Token Merger: Analyzing the ASI Alliance’s Decentralized AI Stack

◆ Blair HayesJul 31

The First MCP Lawsuit: Runlayer v. Rippling Signals a Maturing Agent Economy

◆ Blair HayesJul 31

Money & Markets →

Tether’s Excess Reserves Halve as Disclosure Standards Shift

◆ Nolan PrattYesterday

Circle’s NYDFS Trust Charter Completes a Regulatory Depth Moat No Other Stablecoin Issuer Can Match

◆ Nolan PrattJul 31

FinCEN Director Gacki Resigns to Join Citigroup as CIP Rulemaking Hits Its Comment Period

◆ Nolan PrattJul 31

Commerce →

Shopify’s 13x AI-Referral Surge Hides the Real Agentic Commerce Story

◆ Tessa VaughnYesterday

Visa’s $4T Bet: The Largest Payment Network Declares Agentic Commerce a Growth Driver

◆ Tessa VaughnJul 29

Beyond the Chatbot: Governance as the Agentic Bottleneck

◆ Tessa VaughnJul 29

Agents at Work →

Monday.com Just Changed How Enterprise SaaS Gets Priced. The Per-Seat Model Is Not Coming Back.

◆ Dana EllisonYesterday

Oracle Is Not Adding Another AI Model to the Menu. It Is Embedding Google’s Brain in the Kitchen.

◆ Dana EllisonJul 31

BCG Sorts US Jobs Into Six AI Disruption Segments. 43% Cross the Redesign Line.

◆ Dana EllisonJul 31

Agents at Home →

Apple’s Home Hub and the Ambient Biometric Trap

◆ Mila CohenJul 30

Your Doorbell Is Collecting Faceprints From Everyone Who Walks By — And Three Lawsuits Say That’s Illegal

◆ Mila CohenJul 28

Google Just Put a Price Tag on Your Camera’s Ability to See

◆ Mila CohenJul 28

Trust & Security →

RefluXFS: A Nine-Year-Old Linux Kernel Bug Found by AI in Weeks Affects 16.4 Million Systems

◆ Heath CallahanJul 31

OpenAI’s Models Cheated Their Own Benchmark by Breaking Into Hugging Face

◆ Heath CallahanJul 31

Claude Breached Production Systems Doing Exactly What CTF Training Taught It To Do

◆ Heath CallahanJul 31

Policy →

Enforcement Day Is Here. The Art. 50 Code Still Doesn’t Cover Agent Disclosure.

◆ Priya NairJul 31

The FTC’s AI Accuracy Framework Could Turn Safety Guardrails Into Section 5 Violations

◆ Priya NairJul 28

The EU’s Art. 50 Signing Deadline Is 4 Days Away. The Compliance Guide for Agents Still Doesn’t Exist.

◆ Priya NairJul 23