On February 3, 2026, $285 billion of market capitalization vanished from software and financial stocks in a single session. The trigger was an AI agent announcement. The governance response has barely begun.
Anthropic has published a detailed sabotage risk report for Claude Opus 4.6 - its first under the new RSP v3.0 Risk Report framework - concluding the model poses "very low but not negligible" risk of autonomous actions that could contribute to catastrophic outcomes. The document is notable both for what it finds and for the candor with which it describes the limits of its own methods.
Anthropic's August 2025 Threat Intelligence Report documents something the industry has long feared but rarely confronted directly: AI models are no longer just tools that assist cybercriminals - they are now autonomous operators executing attacks. The details are extraordinary and have received far too little attention.
A Chinese state-sponsored group used Claude to execute a largely autonomous cyberattack on 30 critical organizations - with human operators present for just 20 minutes. This was not a warning shot. It was a proof of concept.