Why You Can't Use the Most Powerful AI in the World
Editor's note: Today, we're featuring our friend Sean Michael Cummings... Longtime readers are familiar with Sean. He's an analyst at our corporate affiliate Stansberry Research. And we occasionally share insights from him here at the Chaikin PowerFeed.
Editor's note: Today, we're featuring our friend Sean Michael Cummings...
Longtime readers are familiar with Sean. He's an analyst at our corporate affiliate Stansberry Research. And we occasionally share insights from him here at the Chaikin PowerFeed.
This essay from Sean was originally published in the April 20 edition of Stansberry's free DailyWealth e-letter. In it, he discusses how a new AI model could take cybercrime to the next level – and why a key aspect of its release matters for investors...
Why You Can't Use the Most Powerful AI in the World
By Sean Michael Cummings, analyst, Stansberry Research
The world's most powerful artificial intelligence ("AI") has appeared. But you and I may never get the chance to use it...
Anthropic's Claude AI has picked up a lot of momentum this year. It has become the go-to resource for developers facing tough problems.
However, Claude is also becoming sophisticated... and dangerous.
This month, Anthropic announced a new Claude model named "Mythos Preview." Unlike previous models, Mythos excels at finding and exploiting vulnerabilities in code. It's serious enough to threaten digital infrastructure around the world.
So Anthropic chose not to release Mythos to the public. Instead, it invited key U.S. businesses to a trial of Mythos called "Project Glasswing"... so they can find and strengthen their own vulnerabilities.
The project is creating guardrails for Anthropic's "dangerous" new product. But its release also sets a new precedent investors need to be aware of...
Wall Street Legend Marc Chaikin – who has counted George Soros and Paul Tudor Jones as clients over his 50-year career – believes we're arriving at a make-or-break moment for AI. He predicted the COVID-19 crash, the 2022 bear market, and the wild bull market of the past three years. Now he says a shock is coming for the biggest names in AI... and urges anyone with money in AI stocks to make ONE simple move. On Wednesday, April 29, he's revealing it all at "The Dark AI Summit." Click here to secure your spot.
You'll wait in line for hours at the gas station... and pay $10 a gallon. Whole aisles at the grocery store will be empty. There'll be violent protests on the streets... The National Guard will be deployed... And there'll be widespread panic in the stock market. That's the newest warning from the longest-tenured analyst at our corporate affiliate Stansberry Research. And according to him, that's just the start... See how to prepare now.
The Next Generation of Cybercrime
Mythos Preview will change the global cybersecurity landscape.
Before its release, cybercrime was a "human-scale" problem. Broadly speaking, hacks were limited by people's capacity to find and execute them.
But Mythos makes cybercrime a "machine-scale" problem. The tool can automate devastating hacks by chaining exploits together... finding vulnerabilities that humans miss.
In the wrong hands, Mythos could launch cyberattacks like the world has never seen before.
According to Anthropic, Mythos Preview "has already found thousands of high-severity vulnerabilities, including some in every major operating system and web browser."
But this isn't the only shift playing out with Mythos. It's also changing Anthropic's distribution model...
Prior to Mythos, Anthropic's Claude had three tiers of services. Claude Haiku handles quick answers. Claude Sonnet handles everyday tasks. And Claude Opus lets users tackle more ambitious work. All three are available to the public.
Mythos Preview marks the arrival of a fourth tier for Claude. Draft materials from Anthropic have described this as a tier for models "larger and more intelligent than our Opus models."
In short, Project Glasswing hints at a new distribution model...
The Shift to Private AI Is Beginning
Before Mythos, state-of-the-art AI was sold to the public as a service. Users have gotten a flood of new models to choose from as AI companies fight for dominance.
Project Glasswing breaks that pattern, though. Instead of a service, this new model is being treated as a strategic resource. And instead of a broad rollout, it's only available to America's key industrial players...
Glasswing participants include Amazon (AMZN), Apple (AAPL), Alphabet (GOOGL), JPMorgan Chase (JPM), and others. These companies are using Mythos to secure their online infrastructure before bad actors can catch up.
New models are powerful enough to be dangerous. So AI companies have little reason to release them to the public. It makes more sense to grant restricted access to Fortune 500 companies.
After the past three years of AI development, we've begun to expect every new model to reach the public's hands. With Mythos, we're seeing a new, private AI tier.
Only a small group of users may be able to see it – like the participants of Project Glasswing. And chances are good that packaging the top AI tools into a limited-access tier will become the norm.
The days of public, state-of-the-art AI could be winding down. After Project Glasswing, the newest tech may start being funneled into the hands of a few elite companies instead of everyday people.
Good investing,
Sean Michael Cummings Editor's note: The AI megatrend continues to evolve. And right now, Marc Chaikin is joining another investing legend to sound the alarm on a "dark chip crisis" that could be on the horizon...
This could lead to massive losses for investors in some of the market's AI darlings. But as Marc and this other industry expert say, it could also create an incredible wealth-generating opportunity – and define the true winners of the AI race.
— According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are Bullish. Major indexes are mixed.
* * * *
Sector Tracker
Sector movement over the last 5 days
Consumer Staples
+2.52%
Information Technology
+2.51%
Industrials
+2.2%
Energy
+0.71%
Real Estate
+0.34%
Materials
+0.12%
Consumer Discretionary
+0.09%
Health Care
-0.25%
Financial
-0.44%
Utilities
-0.56%
Communication
-1.21%
* * * *
Industry Focus
Health Care Equipment Services
8
37
22
Over the past 6 months, the Health Care Equipment subsector (XHE) has underperformed the S&P 500 by -4.33%. Its Power Bar ratio, which measures future potential, is Weak, with more Bearish than Bullish stocks. It is currently ranked #19 of 21 subsectors.
Indicative Stocks
ZBH
Zimmer Biomet Holdin
BSX
Boston Scientific Co
BAX
Baxter International
* * * *
Top Movers
Gainers
URI
+22.92%
TXN
+19.43%
MOH
+14.18%
WST
+12.86%
MCHP
+9.89%
Losers
NOW
-17.75%
LULU
-13.33%
FCX
-12.62%
TECH
-10.89%
WDAY
-9.42%
* * * *
Earnings Report
Earnings Surprises
AAL American Airlines Group Inc.
Q1
$-0.40
Beat by $0.06
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