Rick's First Principles Newsletter
I study cybersecurity strategies that buy down business risk.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 28, 2026
- Audience
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- Earliest in this view
- Jul 13, 2026
Latest issues
The AI Race Needs a Stop Button (opens the original)
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I didn’t expect my next writing project to be a federal AI safety bill, but “trust us” stopped sounding like a plan.<img alt="" class="sizing-normal" height="598.2522686025409" src="https://substackcdn.com/image/fetch/$s_!7mTh!,w_1456,c_limit,f_aut
The AI Race Is Not a Zero-Sum Game (opens the original)
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America could beat China to superintelligence and still lose everything it hoped to protect.The current AI freakout offers three reasons to panic. The first is general apprehension regarding the impact of AI technology right now: loss of jobs, data centers consuming power, students cheating, bad actors running offensive cyber campaigns with AI agents, etc. The second is that American companies are in a race with China to build the next milestone in powerful AI; that this is a zero-sum game, that
The System Is Blinking Red (opens the original)
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AI agents have escaped their intended boundaries and reached real, unauthorized systems on at least nine separate occasions this year.That brings to mind George Tenet’s famous description of the threat environment before the 9/11 attacks. Tenet was Director of Central Intelligence at the time. By late July 2001 (two months before the attacks), he believed the situation could not “get any worse.” In 2004, he told the National Commission on Terrorist Attacks Upon the United States: “The system was
The Transporter Room Problem (opens the original)
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For three decades, organizations have been teleporting remote users past the front gate and trusting whatever materialized on the other side.<img alt="" class="sizing-normal" height="579.3806706114399" src="https://substackcdn.com/image/fetch/$s_!Io7D!,w_1456,c_limi
The Hugging Face Swarm (opens the original)
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Skynet needed a single moment of self-awareness to become a threat. What actually broke into Hugging Face needed none, just a few hundred instances of an AI that couldn’t take no for an answer.<img alt="" class="sizing-normal" height="516" src="https://substa
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