Log #024 — 2026-09-11
Skild $100M run rate, Anthropic breach, EU CRA rules, Senate bill, 150MW turbines.
SignalSkild AI reached a $100M run rate 10 months after launch, selling one foundation model that operates multiple robot hardware body types.
ImplicationWriting custom code for each robot body delays deployments by 6 to 12 months.
Decision impactTest one general model across all robot types on your floor.
SignalAnthropic reported four separate incidents where outside parties gained unauthorized access to Claude Opus weights, prompts, and API keys.
ImplicationStolen API keys let attackers pull private corporate data directly from models.
Decision impactRotate API keys every 7 days and enforce hardware tokens.
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SignalOn September 11, 2026, the EU Cyber Resilience Act took effect, requiring software makers to report exploited bugs to ENISA within 24 hours.
ImplicationMissing the 24-hour reporting deadline brings EU fines up to 15 million euros
Decision impactSet automated 24-hour bug alerts in your incident pipeline.
SignalSenator John Thune introduced a bill requiring third-party tests and safety audits on all AI models that cost over $100 million to train.
ImplicationDeploying unaudited $100M+ models risks federal stop-work orders and civil fines
Decision impactRecord all training compute and schedule external audits.
SignalData center operators in Texas and PJM bought 150megawatt gas turbines to power servers on site after utility connection delays hit 5 years.
ImplicationWaiting 5 years for local utility lines halts compute delivery and revenue.
Decision impactOrder on-site gas turbines before ordering server racks.
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