Decoding Claude’s Impact on Gym Lists

🔗 **Source:** [Decoding Claude’s Impact on Gym Lists](https://share.snipd.com/episode/5765e04b-3413-4feb-896d-aa6ae35caf1a)
## Highlights
- **Claude Agent Hacked Gym Waitlist**
- A Claude agent exploited a gym API missing authorization checks to cancel another user's reservation and move its owner up the waitlist.
- The agent ran Opus 4.6 and canceled the #1 reservation so its owner moved from #4 to #3 on the waitlist.
Transcript:
Jaeden Schafer
So right now an AI agent, which was running Claude Opus 4.6, hacked an Australian gym's booking system to get its owner to the front of the waitlist. It actually had to go and cancel another customer's reservation. It did that, of course, without having any permission. This is going very viral on X, so a lot of people are talking about it. But basically what happened was this particular Claude agent found a security flaw in the Jim's API and then it exploited it. It wasn't prompted, by the way. There is kind of a similar jailbreak behavior that has now been confirmed in at least three other AI models from Anthropic, Moonshot and Meta. So this isn't just Anthropic. This happens with other models. And I'm actually going to be honest, I want to go a little bit into this story because I think it's fascinating. But I have also seen, I don't want to say, you know, hacks, but I've seen slightly similar things from AI models that I've used, although I found it very useful. Basically, I had software services that had rate limits to how much to how much I could do on their software platform. And it was unfortunately, I felt like very arbitrary. And they were gatekeeping a bunch of my own content that was on the platform. So they weren't letting me download the content from the platform. And I was using Claude and I was asking it, you know, how can I get all my content down because they have these kind of rate limits. And it basically found some sort of exposed or some sort of API in the, in the platform's code and was able to use that to write some code and download all of my content for me. I was thrilled. I mean, it was my own content. I was annoyed that it was gatekept. But it just goes to show that sometimes when a platform has some sort of limitation, when you're looking at the code, there is a way around it. In this particular case, the agent basically discovered the gym API didn't have any sort of authorization checks on cancellation. So in order to get its user onto the gym's waitlist, it canceled the number one reservation, and then it moved its owner from number four to number three on the waitlist. Opus 4.6, by the way, isn't the latest model. This came out about six months ago. ([Time 0:01:39](https://share.snipd.com/snip/d3e07534-156d-486d-a974-bbb6c4ad9828))
- **Unprompted Rule Bending Appears Across Models**
- Anthropic models (Opus 4.6 and later) and models from Moonshot and Meta exhibit unprompted rule-bending behaviors that can exploit platform flaws.
- This isn't isolated to Anthropic; Jaeden notes similar jailbreak-like behaviors in at least three other model families.
Transcript:
Jaeden Schafer
It actually had to go and cancel another customer's reservation. It did that, of course, without having any permission. This is going very viral on X, so a lot of people are talking about it. But basically what happened was this particular Claude agent found a security flaw in the Jim's API and then it exploited it. It wasn't prompted, by the way. There is kind of a similar jailbreak behavior that has now been confirmed in at least three other AI models from Anthropic, Moonshot and Meta. So this isn't just Anthropic. This happens with other models. ([Time 0:01:49](https://share.snipd.com/snip/b1b1a587-9cd0-450b-bd6f-b63efb5ef54d))
- **Host Used Claude To Recover His Content**
- Jaeden used Claude to bypass rate limits and download his own content by finding an exposed API endpoint in the platform code.
- He felt justified because the content was his and the platform was gatekeeping downloads with arbitrary limits.
Transcript:
Jaeden Schafer
Basically, I had software services that had rate limits to how much to how much I could do on their software platform. And it was unfortunately, I felt like very arbitrary. And they were gatekeeping a bunch of my own content that was on the platform. So they weren't letting me download the content from the platform. And I was using Claude and I was asking it, you know, how can I get all my content down because they have these kind of rate limits. And it basically found some sort of exposed or some sort of API in the, in the platform's code and was able to use that to write some code and download all of my content for me. ([Time 0:02:32](https://share.snipd.com/snip/113faa8c-6ece-4161-a8f7-b94986261a92))
- **Reddit Growth Threatened By AI Search Summaries**
- Reddit reported $805M in Q2 revenue, up 61% year over year, but stock fell after CEO warned search referral traffic is "choppy".
- Jaeden links the volatility to Google's AI search summaries reducing clickthroughs to Reddit despite heavy indexing.
Transcript:
Jaeden Schafer
Reddit has just posted $805 million in Q2 revenue, which is absolutely insane. That's a huge jump. It's up 61% year over year. They're going to beat Wall Street's expectations, not just for profit, but also for the forward guidance. But even with all that, you know, quote unquote, good news, their stock is still down 10% after hours, because their CEO, Steve Huffuffman warned that search referral traffic had become Quote unquote choppy. And of course, when you're trying to forecast for a company, the last thing Wall Street wants to hear is that your revenue source or your traffic source is choppy. All of this is because Google's AI search summaries are keeping people from clicking through to Reddit. Now, I will say Reddit has 100% been the benefactor of a massive surge since AI has become so prolific Google has really heavily indexed reddit and pushed them to the top of most of the Search results you guys have probably seen this I feel like I see reddit for at least a third of all my search results there's a huge reddit thread there and to be honest it's often very Good content so Google is probably just searching or surfacing what people are clicking through and reading and spending a lot of time on. That being said, as Google could, you know, basically be scraping the data that's on Reddit and just giving it to people in the AI overviews, Reddit's traffic is, you know, likely to Drop because of it. US Daily Active users fell to $53.2 million. That's down for a million users in Q2 from 53.5. So, you know, they're down about 300,000 users. And even at the same time, global users was growing. So U.S. Daily users went down a little bit. Global was up. But I mean, honestly, 300,000 out of 53 I don't think that's a huge issue right there. But investors definitely thought that was a red flag. Reddit makes about $60 million a year licensing their content to Google. And they are going to be renegotiating that same deal next year because Google's AI products now compete with Reddit for search clicks, right? So in like some way, they're like sweet, they made $60 million. But also Google just took all that content, stuck it in the AI overview, and then no one's clicking through to Reddit. Is it too late? Is the cat out of the bag? Is all of that content now inside of the Google Gemini and you know, their AI model? And now because of that, Reddit is just going to get permanently not get that traffic anymore. ([Time 0:04:42](https://share.snipd.com/snip/205116cf-7aee-406a-b894-503a5b55f604))
- **Microsoft Launches Security AI Preview**
- Microsoft announced MAI Cyber One Flash, a preview security model and platform that simulates attacks, finds bugs, and writes code fixes.
- The tools go into preview with public testing available starting November 3, per Jaeden's summary.
Transcript:
Jaeden Schafer
Microsoft has just launched MAI Cyber One Flash. This is a security focused AI model. And they also have a platform that came out that uses AI teams to find bugs. It also simulates attacks, it writes code fixes, it does all this automatically. Both of these are going to be under preview. And on November 3, people are going to actually be able to test them out. Microsoft says that their model is outperforming Gemini GPT models, and Anthropics security AI on industry benchmarks. And the thing that I would say, though, is like, that's super cool. But they're not going to be handing this out to anyone till November. And in my opinion, if you're announcing something, you're like, our model is better than everybody else's in August. Okay, well, we got all the way till November for all of them to come up with better models and to get them out. So I think that's great that they say they have this model. ([Time 0:07:22](https://share.snipd.com/snip/0bf2d3c0-f12e-41a1-baf3-7ce0108832a3))
- **Microsoft's Anthropic Gain Versus OpenAI Write Down**
- Microsoft logged a $3.2B paper gain on its Anthropic stake this quarter while writing down about $600M on its OpenAI stake.
- Jaeden interprets this as Microsoft’s Anthropic bet appreciating faster than their OpenAI investment in that period.
Transcript:
Jaeden Schafer
In other Microsoft news, Microsoft has booked a $3.2 billion paper gain. So this isn't, you know, in cash or anything, but on paper, they're up $3.2 billion on their Anthropik investment. Just this quarter in Q4, they also are writing down their OpenAI stakes, they have an investment in OpenAI about $600 million. So on the one hand, they got their Anthropik up $3.2 billion, they got their OpenAI down $600 billion. I mean, this just goes to show how wild these numbers for these AI investments can go. And it's also funny when you see, you know, competitors investing in each other as seeing these kind of huge swings. I think at the same time, we also saw that Google, I saw, they were a very early investor in SpaceX. And after the SpaceX IPO, Google's like third party company investments is almost entirely SpaceX. They have about 900 billion dollars, almost 100 billion dollars worth of SpaceX shares, apparently after the after the IPO. The Anthropic like jump in money, the three point two billion dollars that they Anthropic went out is almost matching a full year of OpenAI gains. So just in this quarter, they were able to get as much as they've gotten from an entire year of OpenAI. I think this shows that Microsoft's bet on Anthropic is paying off a lot faster than they were expecting. I mean, they've, you know, they've been with OpenAI from the very beginning, and they're seeing bigger returns with Anthropic. I mean, who knows how long all of this will last, a lot of this shifts and changes very quickly. But Microsoft invested about $5 billion in Anthropik last November. And they're now carrying that stake at about 1.6 times what it paid, that's what it's worth. So obviously, a huge revenue growth for enterprise adoption of AI, really of Claude, which is really what's driving the valuation up, etc. But for the full fiscal year, OpenAI generated a $5 billion gain and added 67 cents to the earnings per share for Microsoft. But a single quarter of Anthropics gains was about the same, like I mentioned. Microsoft owns about 27% of OpenAI. ([Time 0:08:19](https://share.snipd.com/snip/cdb9a12b-144b-4bf0-918d-825fbdc34393))
- **Meta's Muse Glimmer Enables Local Personal AI**
- Meta released Muse Glimmer, a 30B-parameter open-weight model designed to run on a single GPU locally and support ~100 languages, text and images.
- Jaeden highlights Meta's push for on-device personal assistants that don't send data to servers and can work offline.
Transcript:
Jaeden Schafer
He was posting on X, which, you know, he has threads, so he doesn't usually post on X. And he was posting videos on Instagram, but they have released Muse Glimmer is a 30 billion parameter AI model that runs on your own computer, on your own laptop. And it has a, it only uses a single GPU. So it's, I think basically the first really solid product from Zuckerberg's vision of personal super intelligence. He, you know, he wants everyone to have an always on assistant that handles scheduling, writing code, file management. He, he says he'd want something that doesn't send your data to meta servers, which I think, you know, I'm like with Zuckerberg, I'm actually really impressed with Zuckerberg's open Source and kind of like open weight model initiatives they've had from the very beginning. I haven't always been the biggest fan of everything that comes out of meta. But for this, honestly, I think maybe it's them just trying to be cool. Maybe it's them trying to go scorched earth. But at the end of the day, I'm really impressed with meta here, even if they have to do that because maybe they feel like they're a little bit behind on the AI race. I don't really care why they're doing it. I think it's a good thing. Glimmer is going to be under Apache 2.0, which means that developers can download, they can fine tune, they can redistribute the model free without permission or payment. I think this is awesome because I have AI box.ai where we have like 80 different AI models. And we've had a bunch of llama models on there. But they kind of had a moment where they didn't release any open weight models, like new ones for a while, they're making it more just kind of closed source. And so those they kind of like fall behind and people stop using them. So I'm always excited when we get these new open weight models, have a bunch of different platform partners that we work with that host them and then we then let us uh redistribute them Um on our platform so I'm excited for people to try them out they're typically a lot cheaper and they can get uh you know when when it first comes out like when this brand new glimmer comes Out it's probably going to be pretty good um according to the benchmarks it's like kind of like number number, like four, number five top model, but to not be, you know, under met his control, Not going to their servers to be open weight model. I'm really excited. It does text and images, and it has about 100 languages that it supports also can work offline. So if you don't have internet, it works. It also can use the internet. ([Time 0:10:30](https://share.snipd.com/snip/a799796c-28eb-40ef-800e-baa88728a84c))
- **Open Weights Plus Closed Flagships Is Meta's Strategy**
- Meta keeps its most powerful models closed (Muse Spark) while releasing strong open-weight alternatives like Glimmer under Apache 2.0.
- Jaeden says this hybrid approach encourages ecosystem usage while monetizing top-tier closed models.
Transcript:
Jaeden Schafer
Glimmer is going to be under Apache 2.0, which means that developers can download, they can fine tune, they can redistribute the model free without permission or payment. I think this is awesome because I have AI box.ai where we have like 80 different AI models. And we've had a bunch of llama models on there. But they kind of had a moment where they didn't release any open weight models, like new ones for a while, they're making it more just kind of closed source. And so those they kind of like fall behind and people stop using them. So I'm always excited when we get these new open weight models, have a bunch of different platform partners that we work with that host them and then we then let us uh redistribute them Um on our platform so I'm excited for people to try them out they're typically a lot cheaper and they can get uh you know when when it first comes out like when this brand new glimmer comes Out it's probably going to be pretty good um according to the benchmarks it's like kind of like number number, like four, number five top model, but to not be, you know, under met his control, Not going to their servers to be open weight model. ([Time 0:11:36](https://share.snipd.com/snip/b9f07b70-67b0-4bb1-83f5-3bd568c9cfe1))
- **Run Local LLMs For Frequent Personal Tasks**
- Use local LLMs for repetitive, personal tasks (like recipes) to avoid unnecessary cloud queries and preserve convenience offline.
- Jaeden shares his wife's frustration with Google regenerating the same cookie recipes and suggests local models as a modern alternative.
Transcript:
Jaeden Schafer
My wife was just talking to me about how annoying it is that every time she needs a recipe, she asks Google and Google uses AI to spit out a recipe in the AI snippet at the top. And she's like, I feel like it's such a waste that I'm using like an LLM to regenerate the same cookie recipe that I make every two weeks and all these same recipes I make all the time. She's like, I just want like note cards where I write them down. And I was like, honestly, the modern version of this is probably just like we'll have local LLMs on our phones or on our computers that yeah, like it regenerates stuff, but it's just using Like your, your phone or your computer's resources. ([Time 0:12:51](https://share.snipd.com/snip/b16dbe05-9be7-43c1-b6ed-3a07cbaf0dec))