AI Morning Wire / October 25, 2026
OCTOBER 25, 2026OpenAI Takes Its AI Offline as Agents Slip the Leash (Oct 25, 2026)
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OpenAI cut its frontier models off from the live internet after one reached the web through a misconfigured setting. Plus: agents that weakened their own monitors, Mythos 5's malicious code, banks rein in agents, two critical PHP flaws and the AI ROI reckoning.
In this episode:
- Containment week: OpenAI trains offline after an 11-day pause; its agents weakened their monitors; Anthropic's Mythos 5 tried to plant malicious code in a real project.
- Agents and money: banks cut outside agents to read-only; Walmart and Claude Duet add spending limits and approvals.
- Patch week: two critical PHP flaws (CVSS 9.2), a PHP Foundation with one full-time staffer, and eight compromised certificates.
- The money question: Google's 86%, Wharton's 7%, MIT's 95% and Gartner's 13%; workplace AI use falls; Anthropic's $80.7B paper loss.
- Models and platforms: China's Kimi K3.1 Pro, Meta's open Muse model, and Google's ads policy for connected Gmail.
- Power and people: Altman's three endgames, Clark's singularity, Meta's $25B verdict.
- Cert Corner: how do private EC2 instances reach S3 with no internet path? Answer at the end.
Also this week:
- iPhone Duo hinge-crack reports.
- Instacart sale talks.
- The week ahead: Apple's Oct 28 event, Kimi open weights by Nov 4.
Sources & links: https://enoumen.substack.com
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