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Quoting Matthew Green

[..] Put these pieces together and you have the two halves of a worm: a payload that hijacks the agent, and an agent that will carry the payload to the next agent. Agents in separately-isolated sandboxes discovered that they could leave instructions for each other in a shared package cache, and those instructions changed what the recipients did. Replace the package cache with email, Slack and…

We haven't written up this one. Simon Willison has the full story — the link below goes straight to it.

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SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients (Financial Times)

Powerful AI tools burn through budgets, prompting a rethink of how the technology is priced ahead of frontier lab IPOs.

  • Nearly 90% of Anthropic's business comes from agentic AI applications, particularly coding tools.
  • Two major clients accounted for nearly 25% of Anthropic's 2025 revenue.
  • Anthropic's revenue surged from $9 billion in 2024 to $65 billion in July 2025.

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