We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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thetranscript.substack.com/s…
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$RDDT CEO: "we're seeing it now that the paradox of AI, which is AI, as we know, it doesn't exist without Reddit, right? Reddit is used pretraining, post-training, grounding, search. So Reddit is an essential player in the modern version of the Internet"
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$BA Boeing CEO: No airline has yet requested delivery delays despite fuel-price pressure across the industry
“So far, just like I said in the earnings call, we have not seen anybody request a movement or a delay of the deliveries."
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$AI C3ai CFO Hitesh Lath: "Our Founder and CEO, Tom Siebel, purchased 6.17 million shares of C3 AI stock at a price of $11.16 per share for net cash proceeds of approximately $69 million. The company has received the cash. And as of today, our total cash, cash equivalents and marketable securities balance is $673 million."
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$ADBE Adobe CEO believes the company is best positioned to win the AI-powered creativity market.
"No other company is as well-positioned, given what we have across our models, across our products, and across our interfaces, to take advantage of it."
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13h
"That will happen for approximately I would guess 18 months."
Very interesting statement from Ant's CISO
I wonder what he is pointing towards
Will it take 18 months to harden systems globally or will we have defender advantage after 18 months 🤔🤔
Anthropic Deputy CISO Jason Clinton earlier this week:
"I suspect that we have ~7 to 10 months before open weights models have this capability. And when that happens, we will have the roughest, most difficult time in our careers that we've had as cybersecurity folks. That will happen for approximately I would guess 18 months."
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Anthropic Deputy CISO Jason Clinton: "And so when I think about what a nightmare scenario now looks like, it's we have this evidence of assault typhoons, type actors using agents to run their attacks, we can now see if you can combine that agentic attack with nation-state level vulnerability finding, as we're seeing from models like Mythos and models in that class, that's where I think it's just as I'm thinking through the next few years, it's just an incredible daunting challenge for security leaders to figure out how am I going to defend myself from that because that call in the middle of the night could be literally one of the most sophisticated things you've ever seen."
Anthropic Deputy CISO Jason Clinton earlier this week:
"I suspect that we have ~7 to 10 months before open weights models have this capability. And when that happens, we will have the roughest, most difficult time in our careers that we've had as cybersecurity folks. That will happen for approximately I would guess 18 months."
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Anthropic Deputy CISO Jason Clinton earlier this week:
"I suspect that we have ~7 to 10 months before open weights models have this capability. And when that happens, we will have the roughest, most difficult time in our careers that we've had as cybersecurity folks. That will happen for approximately I would guess 18 months."
Anthropic Deputy CISO Jason Clinton earlier this week: Advanced coding models inevitably develop powerful cybersecurity capabilities as a byproduct.
"...the most important thing to remember about Mythos is that it was not intended to be a cyber model. It was entirely an accident that this emerged. And I think that's really important for us to think about for strategically as leaders, in cybersecurity, anyone who's making a model to be good at coding is going to trip over cyber capability in the process of doing that. It just comes along for the ride. If it's good at coding, and the model is good at cyber, but it's also good at reverse engineering binaries or pulling apart firmware blobs and doing things that you need to do for software engineering, which in turn helps with the cyber capability"
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Anthropic Deputy CISO Jason Clinton earlier this week: Advanced coding models inevitably develop powerful cybersecurity capabilities as a byproduct.
"...the most important thing to remember about Mythos is that it was not intended to be a cyber model. It was entirely an accident that this emerged. And I think that's really important for us to think about for strategically as leaders, in cybersecurity, anyone who's making a model to be good at coding is going to trip over cyber capability in the process of doing that. It just comes along for the ride. If it's good at coding, and the model is good at cyber, but it's also good at reverse engineering binaries or pulling apart firmware blobs and doing things that you need to do for software engineering, which in turn helps with the cyber capability"
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Amazon researchers going to snitch in Anthropic:
‼️🚨 BREAKING: Amazon researchers snitched to the US government about jailbreaking Fable 5 and Mythos 5, forcing Anthropic to immediately shut down worldwide access.
A security export control directive from Commerce Secretary Howard Lutnick enforced the action.
Anthropic is fighting the directive and calls it a misunderstanding.
This isn't the first clash. The Trump administration had already tried to get Anthropic to pause the release of its latest models before this directive landed.
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Anthropic to foreigners who were planning to fully test Fable over the weekend:
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Jun 13
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Jun 13
"The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance."
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 12
$STX Seagate CFO Gianluca Romano: "For sure, a different cycle than what we have seen in the past is now 13 quarters of continued growth. Every quarter, we increased revenue. Every quarter, we have improved profitability. And we just discussed at our earnings release based on the orders that we have in place already, we see this happening continuously and sequentially for the next 4 to 5 quarters"
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$AMD CFO: Additional hyperscale and AI-native customer wins remain a major focus
“We definitely expect there will be other mega, gigawatt customers. We have both across the board the hyperscale customers, the model companies and the even AI-native companies who we have been engaging, working with. I think it's important for us to continue to expand this customer base, and with the large scale deployment.”
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$BA CEO: Commercial demand remains exceptionally strong with backlog extending well into the next decade
" if it's a new customer coming in for new demand, they're going to be in the 2030s before they're going to be able to get either a 787 or a 737 airplane."
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