Human beings scored 100 % on their very first
try at a new intelligence test. Yeah, and that's
a completely wild statistic. It really is, because
the smartest, most expensive AI models on Earth,
they scored under 1%. Right, which is just a
staggering reality check for the whole industry.
We kind of, um, we think these machines are invincible.
Today, we're looking at proof that they really
aren't. Physics and logic always get a vote in
the end. Welcome to the Deep Dive. If you've
been watching the AI space lately, you probably
feel like the ground is shifting under your feet
daily. Oh, absolutely. It's moving incredibly
fast. You are not alone in feeling that way.
Today, we are taking your sources and looking
at a massive reality check on artificial general
intelligence. And we're also digging into the
escalating boardroom drama happening behind the
scenes, which is intense. Yeah, we'll see how
platforms like Apple and Reddit are adapting.
And finally, we'll look at a terrifying new wave
of vibe -coded malware. That malware story, I
mean, it changes the security landscape entirely.
We're going to get to that. But first, let's
talk about actual capabilities to, you know,
ground this discussion. Yeah, we really need
to start with the ARC Prize Foundation. They
just released ARC -AGI -3. Right. And this is
a very highly anticipated benchmark. It is. It's
designed to test true adaptability, not just
what a model has memorized from the Internet.
It tests how a model reacts to the completely
unknown. The frontier models had zero prior training
on these puzzles. None at all. We're talking
about 135 brand new environments. And there are
roughly 1 ,000 puzzle levels in total, right?
Exactly. And visually, these puzzles are just
simple grids. You have colored squares arranged
in patterns. So you just have to figure out the
underlying logical rule to solve it. Yeah, it's
highly abstract. But humans find it... incredibly
intuitive. Right. So when I hear that humans
ace this, I assume GPT or clot is right behind
us. You would think so, but it was an absolute
bloodbath. They completely fell flat. How bad
was it? Well. Gemini 3 .1 Pro scored 0 .37%.
Wow. And GPT 5 .4. GPT 5 .4 scored 0 .26%. That
is unbelievably low. Claude Opus 4 .6 scored
0 .25%. Right. And Grok 4 .2. It scored exactly
0%. Zero. Not even a fraction of a percent. Yeah,
they just hit a brick wall. the gap between human
and machine adaptability is still massive because
humans solved every single environment on the
first attempt we can look at a grid and just
intuitively grasp symmetry or gravity and ai
models don't possess that intuition at all not
yet you can actually play these public games
yourself to see You just see the pattern and
apply it. It's about spotting underlying logical
rules on the fly. It's not about reciting memorized
facts from a database. Exactly. That's the core
difference we're talking about here. And we should
probably define our terms clearly. Good idea.
Let's define it. AGI. Software that can learn
any cognitive task humans do. Right. That is
the holy grail for these companies. But right
now, we're falling incredibly short. Although,
I mean, we should mention the critics of this
specific test. Not everyone agrees the ARC benchmark
is fair. That's true. The scoring system is notoriously
demanding on the models. Because the AI must
match or exceed human problem -solving speed,
right? Yeah. If the model takes too long to process
the logic, it scores poorly. And critics say
that demands too much compute overhead. Exactly.
They argue it skews the final results artificially
low. But the philosophical conclusion remains
incredibly profound either way. It really does.
If a future model passes this test, it will be
fundamentally different. Right. True AGI likely
won't just be a scaled up version of current
tech. It needs a totally new type of intelligence.
Current models are brilliant at pattern matching
because they've read the whole Internet. But
they lack flexible reasoning. They don't know
how to think laterally. Yeah, they really struggle
to adapt when the rules suddenly change. So if
I'm understanding this right, current AI is just
matching data points. It is like stacking Lego
blocks of data. Yeah, exactly. Eventually, you
need a totally different toy to build a working
engine. You can't just keep adding more plastic
bricks. That is a brilliant way to visualize
it. You can build a massive, beautiful plastic
car. But it won't actually drive down the street.
Right. You fundamentally need a real combustion
engine for that. Plastic bricks won't help. So
is throwing more compute at these models basically
a dead end for adaptability? Well, scale definitely
brings better pattern matching. You get better
coding syntax and fewer hallucinations. But it
doesn't magically create that spontaneous reasoning
AGI requires. No, it doesn't. You eventually
hit a fundamental architectural wall. Got it.
Brute force alone will not build true adaptable
intelligence. Precisely. And honestly, that looming
technological wall is causing sheer panic. Yeah,
if pure computing power won't solve this AGI
wall, that totally explains the panic in those
leaked Slack messages. The CEOs know they can't
just buy their way to the finish line anymore.
The human scramble is intensifying. Titans are
fighting to control the narrative and, well,
the funding. The boardroom drama is escalating
to a fever pitch. The stakes are unimaginably
high. We have these leaked messages between major
players. Sam Altman apparently tried to, quote,
save Anthropic. Yeah, and this was during a massive
Pentagon contract clash. The messages are incredibly
revealing. They show the raw, unfiltered tension
behind the scenes. This isn't just friendly competition.
Not at all. Altman accused Anthropic CEO Dario
of actively undermining open AI. He claimed this
sabotage had been going on for years. They're
fighting over these lucrative government defense
contracts. It really highlights the intense psychological
pressure these leaders are under right now. They
are racing toward a wall, and they know it. And
they need infinite capital to break through.
Which brings us to the fundraising. It completely
reflects those stakes. Look at Reflection AI.
They're backed by Nvidia and they're raising
$2 .5 billion. Just let that number sink in.
They're targeting a $25 billion valuation. That
is an astronomical amount of capital for a relatively
new player. It is. And they want to compete directly
with Chinese AI dominance. JP Morgan might even
join the round. It's a monumental financial mobilization.
It feels like a new space race entirely. Meanwhile,
the political maneuvering is just as intense.
Regulation is rapidly becoming the new battlefield.
Whoever writes the rules essentially controls
the future market. Right. And the incoming Trump
administration just appointed a new tech advisory
panel focused on AI regulation. Mark Zuckerberg
from Meta is on it. Larry Ellison from Oracle
is there. Jensen Huang from NVIDIA is also included.
It's a fascinating dynamic. You have these massive
tech titans sitting at the government table,
drafting the playbook. Regardless of where you
sit politically, just objectively, it's a massive
alignment between tech and government. Oh, absolutely.
It's a major shift in power dynamics for the
next decade. You know, I still wrestle with prompt
drift myself. So imagining CEOs navigating multibillion
dollar boardroom clashes is just wild. Yeah,
it feels completely surreal. You're just trying
to get a chat bot to format a simple email. Exactly.
Meanwhile, these guys are fighting over Pentagon
contracts and billions of dollars. It's almost
Shakespearean. But it makes you wonder about
the actual technological progress. Does all this
boardroom and political maneuvering actually
speed up innovation or just stall it? Massive
capital. and regulation usually define the playing
field. They might distract from the core science
momentarily. But they ultimately dictate who
gets the resources to build the future. Exactly.
The science requires immense resources, massive
data centers, and favorable loss. So the boardroom
fights today will dictate the technology we get
tomorrow. Unfortunately, yes. It doesn't exist
in a vacuum. And while the executives fight over
the big picture, the consumer platforms are moving
fast. They're quietly building the actual infrastructure
you use every single day. They want to capture
users completely before the dust settles. They're
building invisible walled gardens. Yeah, they
want you securely locked into their specific
ecosystem. Look at Apple. Apple is making a massive
uncharacteristic move with iOS 27. They're opening
up Siri. To rival AI assistance, which is a huge
philosophical shift for Apple. They usually keep
everything tightly closed off. Right. It uses
a brand new extensions system. Gemini, Claude,
and others can plug right into the OS. It turns
the iPhone into a multi -model AI hub. You aren't
stuck with just one brain anymore. It's a brilliant
strategic play. Apple owns the hardware in your
pocket and the user interface. By opening it
up, they let the models fight for your queries.
Apple still wins either way. And Google is aggressively
fighting for your loyalty, too. They just launched
brand new switching tools. Yeah, you can easily
import your entire chat history and pull memories
from chat GPT directly into Gemini. Google is
making it frictionless. Right. And basically
offering to move your digital furniture for free.
Exactly. They know the biggest barrier to switching
is losing your data. They want to remove literally
any excuse you have for staying behind. But Reddit
is taking a completely different approach. They
aren't trying to absorb AI. No, they are actively
fighting automated content. They're heavily testing
bot labels right now. And implementing caskies
for stricter authentication. They're even testing
optional world ID scans. Right. AI posts are
still allowed, but they desperately want to clearly
separate humans from bots. They want to slow
the massive surge of fake, automated activity
on the platform. It's a genuine existential threat.
Think about the dead internet theory. If users
can't trust who they're talking to, the platform
dies. For listeners trying to navigate all this
chaos, there are good resources out there. Yeah,
the Stanford course mentioned in the sources
is fantastic. If AI explanations feel either
too basic or way too technical, it sits perfectly
right in the middle. I highly recommend it for
anyone feeling overwhelmed by the constant noise.
It balances clarity and depth beautifully. It
really helps cut through the hype. But looking
at all these platform wars, I have to ask, will
everyday users actually care enough to migrate
their chat histories between these massive models?
History shows that convenience and ecosystem
integration always drive consumer behavior in
the end. People take the path of least resistance.
Make the transition effortless and the users
will definitely follow. It is the absolute golden
rule of tech platforms. So we're integrating
AI into all of our devices, our phones, browsers,
social networks. But the foundational open source
code building these systems is incredibly fragile.
This is where the story takes a very dark turn.
We are basically building massive skyscrapers
on a foundation of sand. The security implications
are genuinely terrifying. Two big stories in
Silicon Valley just collided. Yeah, regarding
late LM. It's a massive open source project with
over 40 ,000 GitHub stars. Thousands of commercial
forks depend heavily on it. It's a foundational
building block for AI apps. And it was just hit
by heavily hidden malware. The malicious code
was buried deep inside a software dependency.
It was discovered by an independent researcher
named Callum McMahon, right? Yeah, he was just
trying to install the package normally. And suddenly,
his computer randomly shut down. Just went completely
black. And that weird behavior led to the discovery
of the malicious code. If it hadn't crashed his
machine, it might have gone completely unnoticed
for months. And here is the truly alarming part.
Andrej Karpathy and other top researchers weighed
in on the code. Right. They believed this malware
was vibe -coded. Meaning it was quickly generated
using AI without deep human oversight. Whoa,
imagine scaling malware creation at the speed
of thought just by vibe coding. You just tell
an AI what you want to exploit and it writes
it. It lowers the barrier to entry to almost
zero. And the malware was incredibly aggressive.
It tried to steal local login credentials immediately.
It also tried to access connected developer accounts.
It desperately wanted to spread into other open
source packages. It acts like a digital virus
looking for a new host. It's a classic supply
chain issue. We should define that for clarity.
Supply chain attacks, hackers hiding malware
inside trusted software updates. It's like hiring
the best security guards for your bank, but the
architect used a blueprint written by a robber.
The guards can't protect you because the vault
itself is compromised from the inside. Exactly.
Now, Lightelum developers responded very quickly.
They're working directly with Mandiant. They
need to fully investigate the extent of the issue.
But there is a glaring detail here regarding
corporate compliance. Yeah, LightTelM actually
displayed prominent security certifications on
their site. They featured SOC2 compliance and
had ISO 27001 certifications. And these were
issued by a prominent AI compliance startup named
Delve. Delve has faced intense criticism recently.
People question how reliable its automated certification
process really is. The company vehemently denies
these claims, but it highlights a crucial nuance
about security theater. Certifications show good
organizational practices. They cannot guarantee
actual protection against sophisticated supply
chain attacks. They only check high -level policies.
They don't check every single line of code in
a buried third -party dependency. There is a
massive blind spot. So if the attackers use AI
to generate these hidden exploits, can automated
compliance systems ever keep up if the attacks
are generated by AI? Right now, offensive AI
is moving. moving much faster than defensive
certification checklists. The attackers definitely
have the advantage. Meaning our current defense
systems are fundamentally outmatched by the threat.
Yes, we are relying on slow, static defense in
a hyper -dynamic war. It's not sustainable. We
are going to pause right here for a brief sponsor
break. Sponsor placeholder. And we are back.
Let's synthesize this incredible journey we've
been on today. We have covered a tremendous amount
of ground. And it all connects in a rather unsettling
way. We are chasing an elusive, highly adaptable
new intelligence. That is exactly what the ARC
-AGI -3 benchmark showed us. True AGI remains
fundamentally out of reach for our current brute
force architectures. But to get there, the Titans
are fighting fiercely for absolute control and
massive funding. We see this with the open AI
drama, Anthropic, and the new Trump tech panel
shaping the future. While the billionaires fight,
consumer platforms are making their moves. Apple
and Google are locking you into their ecosystems.
They are turning your everyday devices into these
massive multi -model AI hubs. And meanwhile,
the very foundation of all this technology is
crumbling. Open source tools are under active
attack. They are under attack from AI -generated
code itself. Vibe -coded malware is bypassing
enterprise security. It is a highly volatile
mix of relentless ambition, massive capital,
and extreme technical vulnerability. It really
forces you to deeply consider the unseen risks
of moving this fast. If current AI can already
vibe code malware that bypasses enterprise security,
what happens if the first true AGI doesn't announce
itself with a high benchmark score, but simply
adapts silently inside an open source library?
That is a profoundly chilling thought. It might
just hide quietly in the noise. waiting it is
something to seriously ponder as we build this
future thank you for joining us on this deep
dive we will be back with more of your sources
soon until then keep questioning the systems
around you