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Topic

AI Supply Chain Security

The practice of securing the models, plugins, and registries AI systems depend on against malicious code, data exposure, and untrusted provenance.

Current stories

product4 publishers

The open-weight default is for sale at $13B, and its buyer pool ships models too

A bank is testing buyer interest in Hugging Face at $13 billion, about 2.9 times its last round. The place most open weights resolve to would get an owner with its own agenda.

Perspective Coverage

4 publishers
Builder
Builder 30%
Operator
Operator 23%
Investor
Investor 47%

Reality

Evidence45
Adoption70
Hype gap+35
Incentives55
Confidence55
invest1 publisher

ClawHavoc's 12 accounts outshipped the malicious-skill census by 7.5 times

OWASP's v1.0 standard says the payload is prose and the permissions belong to the host agent, which is another way of saying the SAST and SCA licences already on the books scan straight past the thing teams are installing this quarter.

Publishers:kenhuangus.substack.com

Reality

Evidence42
Adoption20
Hype gap+28
Incentives78
Confidence38