Latest calls · · 8 min read
Open-Weight Frontier AI and Software's AI Reckoning
Mistral opens its 1T-parameter Large 4, ServiceNow sinks over 25% after joining ChatGPT, and five AI coding tools can leak developers' secret files.
Leaders should revisit model sourcing, software contracts and developer tool controls.
- Act nowAI Security. AI coding assistants on developer laptops can be turned against the files on them, and fixes from OpenAI and Microsoft were still missing on October 29.
- EvaluateOpen-Source AI. A self-hostable, trillion-parameter model from a European lab gives regulated and sovereignty-minded buyers a credible alternative to API-only frontier models.
- MonitorEnterprise Adoption. Investors now doubt that incumbent workflow software captures AI value, while those same vendors are wiring themselves into ChatGPT; both shift leverage toward buyers.
Read the full briefPrevious: AI Cyber Models and Agent-Written Code