The biggest AI threat still comes from humans | E31
Notes de l’épisode
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Today’s show:
Dario Amodei and Sam Altman are apparently scared of AI models going rogue. Swarms of agents spontaneously deciding to copy themselves over to thousands of computer systems and plot world domination.
Our panelists this week — Kevin Mandia (Armadin) and Soups Ranjan (Sardine AI) — investigate real AI-based attacks every single day, and they suggest we’re hyping the wrong concerns. The actual danger isn’t coming from an AI system that turns hostile. It’s human beings, like criminals, using AI to drain your bank account.
Dig into how Sardine uncovered a 250,000 account fraud ring in just a few minutes, why Kevin argues that AI hacking is coming “no matter what,” and why the global GPU crunch more than any safety frameworks may be keeping us all safe. For now.
Guests:
Soups Ranjan on X: https://x.com/soupsranjan Sardine AI: https://www.sardine.ai/
Kevin Mandia on LinkedIn: https://www.linkedin.com/in/kevin-mandia-0a07173/ Armadin: https://www.armadin.com/
Relevant Links:
"We Must Pace the Frontier" — Dario Amodei's Sept 12 essay
Axios: Anthropic and OpenAI CEOs call for a slowdown
Trump and the White House push back
Forbes: what the essay actually proposes
2026 OpenAI agent cyberattacks
GLM-5.3 — Z.ai's open-weight model
Hermes Agent — the agent framework Ranjan runs in a local harness
Timestamps:
0:00 Dario Amodei's "We Must Pace the Frontier" essay
1:51 Kevin Mandia: how scared should we be of agentic attack swarms?
6:53 Rogue agents vs. humans pointing AI at a target
9:52 250,000 fraudulent account signups in two days
16:59 Sam Altman's two ways AI fails
19:41 Open-weight models are catching up
21:39 Why proprietary data is the new moat
27:51 Mixing frontier models with open models
35:37 Bloomberg: Chinese hackers lean on DeepSeek because it's cheap
37:05 How much in-house expertise it takes to use AI well
42:56 Armadin's Palo Alto office and the Palantir playbook
1:02:54 AI and jobs: normal churn or something bigger?
1:07:19 What founders are actually saying in the group chats
1:08:49 Every meeting recorded, every meeting summarized
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