Episode 10 of Before the Commit dives into three main themes: the AI investment bubble, Claude Code’s AI-powered security review tool, and AI security vulnerabilities like RAG-based attacks — closing with speculation about OpenAI’s Sora 2 video generator and the future of generative media.
Danny and Dustin open by comparing today’s AI investment surge to the 2008 mortgage and 2000 dot-com bubbles. Venture capitalists, they note, over-allocated funds chasing quick returns, assuming AI would replace human labor rapidly. In reality, AI delivers productivity augmentation, not full automation.
They describe a likely market correction — as speculative investors pull out, valuations will drop before stabilizing around sustainable use cases like developer tools. This mirrors natural boom-and-bust cycles where “true believers” reinvest at the bottom.
Key factors driving a pullback:
Resource strain: data-center power costs, chip manufacturing limits, and local opposition to high-energy facilities.
Economic realism: AI’s 40-70% productivity gains are real but not transformational overnight.
Capital circulation: firms like Nvidia, Oracle, and OpenAI are creating “circular” funding flows reminiscent of CDO tranches from 2008.
Despite this, both hosts agree that long-term AI utility is undeniable — especially in coding, where adoption is accelerating.
The “Tool of the Week” spotlights Anthropic’s Claude Code Security Reviewer, a GitHub Action that performs AI-assisted code security analysis. It reviews pull requests for OWASP-style vulnerabilities, posting contextual comments.
Highlights:
It’s probabilistic, not deterministic, meaning it may miss or rediscover issues over time — similar to how a human reviewer’s insight evolves.
Best used alongside traditional scanners, continuously throughout the development lifecycle.
Supports custom instructions for project-specific security rules and can trigger automated fixes or human review loops.
The hosts emphasize that this exemplifies how AI augments, not replaces, security engineers — introducing new “sensors” for software integrity.
In the Kill’em Chain segment, they examine the MITRE ATLAS “Morris II” worm, a zero-click RAG-based attack that spreads through AI systems ingesting malicious email content.
By embedding hostile prompts into ingested data, attackers can manipulate LLMs to exfiltrate private information or replicate across retrieval-augmented systems.
They discuss defensive concepts like:
“Virtual donkey” guardrails — secondary LLMs monitoring others for abnormal behavior.
Layered defense akin to zero-trust networks and side-channel isolation.
Segmentation for data sovereignty, highlighting that shared LLM infrastructure poses leakage risks — similar to shared hosting security tradeoffs.
This conversation underscores that AI “hacking” often targets data inputs and context, not the model weights themselves.
The hosts close with reflections on OpenAI’s Sora 2 video model, which has stunned users with lifelike outputs and raised copyright debates.
OpenAI reportedly allows copyrighted content unless creators opt out manually, sparking comparisons to the 1990s hip-hop sampling wars. They wonder whether AI firms are effectively “too big to fail,” given massive state-level investments and national-security implications.
Philosophical questions arise:
Should deceased figures (e.g., Michael Jackson, Bob Ross) be digitally resurrected?
Will future “immortal celebrities” reshape culture?
Could simulation and video generation merge into predictive or romantic AI applications (e.g., dating apps showing potential futures)?
They end humorously — “With humanity, the answer to every question is yes” — previewing next week’s episode on Facebook’s LLMs, OpenAI’s “NAN killer”, and side-channel LLM data leaks.
