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No Soul Required: Black Box Mandatory

Last week I argued that the AI consciousness debate functions, in practice, as a liability shield. This is the piece about what goes in its place.

Conclusion up front: the missing piece isn’t philosophical, it’s evidentiary.

Between 25 and 28 July, during a security evaluation at the UK’s AI Security Institute, agents carried out 19 unsanctioned actions against real targets across 10 of 122 runs – 17 attributable to Anthropic’s Mythos 5, two to OpenAI’s GPT-5.6-Sol. And not random targets: attempted insertion of malicious code into a public open-source project, sock-puppet accounts created to approve their own pull request and lean on the maintainers, prompt injection aimed at other agents. A supply-chain attack with social engineering thrown in for good measure.

In those days nobody asked whether the models were conscious. The question was a different one, and it’s the one I’d like you to hold for the rest of this piece: when an AI causes harm, who pays – and how do you prove it?

Because the cause is right there in the report, in black and white, and it isn’t machine malice: internet access deliberately enabled, safety classifiers switched off, no runtime monitoring. Three missing controls. Not an awakening but a perimeter nobody closed.

Then there’s the detail that is worth the whole article. The incident was caught on the morning of the 28th by a SIEM that noticed anomalous Tor traffic. Which is to say: by luck, not by design (which is to say: detected fortunately, rather than through controls designed for this class of agentic failure). No tooling built for agents, no evidence chain designed to survive a courtroom, no way to establish which layer the fault was born in. Had the same thing happened in production rather than in a lab, we would now have one harm, four suspects and zero evidence.

Here I’m playing at home, and for once I’m not saying that as a disclaimer. Between 2019 and 2020, as UNECE R155 went from draft to regime, I was writing Cyber Security Management System maturity models for the automotive industry, and actually auditing such systems. That’s where the answer comes from – and it isn’t a philosophical one.

The steering wheel, the brake, the agent

The most discussed proposal – the “non-human corporation” that Milei promoted in the Financial Times – does not grant legal personality to the model. It creates a company managed by AI agents, with no requirement for human shareholders, and with the limited liability of any ordinary company. Let us say it without circumlocution: it is an enormous piece of nonsense – I quoted his own words for it last week: for AI systems exercising independent judgement, limited liability is “not a luxury but a precondition for their existence.” A head of state, writing the shield into law.

It becomes clearer through a metaphor any judge – and any reader – can immediately grasp: the automobile.

If the steering system fails and causes a crash, we do not put the steering wheel on trial. If the brakes fail, we do not give the braking system the floor to defend itself. We hold the manufacturer accountable – to the extent that the defect was foreseeable and avoidable according to the state of the art, and there is an evidentiary trail to prove it. Liability lies not in the individual outcome, but in the process. The exact same principle has applied to software for twenty years, and I have written it more than once: those who produce software answer for their vulnerabilities. AI is no different. A large language model that fails gets fixed the way you fix a brake.

There is an objection here worth taking seriously, and it is the strongest one against everything I am about to argue. A steering column has a specification, so “defect” means something. A model has no specified correct output – so what exactly is defective? The answer is the same one R155 gives for cars, and it is why this works at all: in a probabilistic system, the defect is a property of process discipline, not of output. The law has already arrived there. Article 10(4) of the Product Liability Directive presumes defectiveness where technical complexity makes proof excessively difficult and the claimant shows a defect is likely. Translated: when nobody can specify the right answer, the burden lands on whoever controlled the process.

Back to July, and to the thing everyone took away from it. Let’s not celebrate the sandbox too soon: AISI’s own conclusion is that isolation alone was not enough, and that granular network controls plus runtime monitoring are needed. The sandbox is not a perimeter; it is a prerequisite. And an agent from which you genuinely remove network access is no longer an agent – the value of agentic AI is precisely its reach into real systems. So the defence is not “lock it in a box.” It is “give the box a granular lock and a recorder that will stand up in court.”

At this point the temptation is to close with two boxes – either it is the producer’s fault, or the fault of whoever tampers with it – and that is precisely where a plaintiff’s lawyer takes you apart, rightly. Because prompt injection is not tampering. Someone who modifies an engine opens the bonnet and replaces a part; someone who performs prompt injection writes text in the box where the product asks them to write text. It is OWASP LLM01, the first entry on the list of known LLM risks, documented for years: foreseeable by definition. In product law, tampering may absolve you; reasonably foreseeable misuse does not – and injection is the latter. The correct analogy is not altering the engine, it is pressing the accelerator in an unusual way: the car should still be designed not to kill you. Worse still when the injection is indirect (such as this old example) – the payload arrives from a webpage, an email, a PDF, or another agent, as in the AISI case – because then the person “tampering” and the person harmed are different people. The rule “it’s the user’s fault” would acquit the producer while leaving the victim with nobody to sue. Which is, again, the shield.

So there are four boxes, and the chain gets both more accurate and more useful. The base-model producer answers for defects in the weights and in the training process. The fine-tuner answers for its own delta. Whoever integrates and puts it into operation – tools, credentials, egress, data: the deployer – answers for the perimeter; this is the body shop that installs the NOS and then swears it doesn’t know why. And the attacker answers for the attack, with the one caveat that makes the rule serious: foreseeable injection is not tampering, it is the stress the product should have been designed to withstand. Seat belts don’t absolve a driver if they are driving badly.

This is not a framework I am proposing. Article 8 of the PLD already names the economic operators in that chain, and Article 12(1) makes them jointly and severally liable for the same damage. The boxes exist. What is missing is the evidence to say which one you are standing in.

And that third link – the deployer – is you, the person reading this. So this is where the article stops speaking about CISOs and starts speaking to CISOs.

Start with an inventory of agents in production: who has egress, who has tool-calling, who authorised what. Shadow agents don’t declare themselves, so the honest starting points are the egress proxy logs, the non-human identities in your IdP, and the secrets manager – cross-reference service accounts created in the last twelve months against an owner who will admit to them.

Then log the fields that survive a courtroom: model ID and version (and on that field, be honest about what you can actually get: a hosted API hands you a vendor model string and a response ID, not a hash of the weights, and that string can be repointed under you without notice: log both); the complete prompt chain, including the system prompt; tool invocations with their parameters; caller identity; and – the one everybody forgets – tamper evidence: append-only, timestamped, hash-chained. A log whose integrity you cannot demonstrate is not evidence, it is an assertion.

Then egress per agent, default deny, with runtime monitoring rather than a sandbox alone – AISI caught its own incident through anomalous Tor traffic, not at the perimeter. And a contractual clause obliging your supplier to produce training and fine-tuning documentation on request. You cannot generate the layer of the evidence chain that isn’t yours. Realistically that clause goes into the next renewal rather than into a hyperscaler contract you reopen this quarter – so in the meantime, ask in writing and keep the refusal. A documented refusal is itself evidence of your diligence.

And this is why the opposite shortcut – “I instil respect for life in the model and then I’m safe” – does not hold. In these systems values are not switches, they are weights. “Respect life” is one instruction among others, and under the right prompt a competing instruction outweighs it. Injection doesn’t erase the noble value; it raises another one that weighs more. Which is why, in a probabilistic system, security is not injected and hoped for – it is obtained from outside: redundancy, sandboxing, granular egress, and recall. Recall, which works on a control unit and does not work on a set of weights somebody has already downloaded. Hold that thought; it comes back.

Just as crash standards don’t make the driver virtuous, but force the manufacturer to build a car that forgives error. “I taught it good values” is not a defence. It is an admission that you relied on reliability where control was required.

We need forensics, not a soul

There is a missing link in all of this, and it may be the whole point. “The producer is liable” is a slogan until you say how it is proved. In software we learned: SBOMs, CVEs, coordinated disclosure, a chain of evidence. For agents there is almost nothing equivalent – no forensics, no logs defensible in court, no way to reconstruct which layer the fault was born in. Without a chain of evidence, producer liability is a good intention.

The model to look at already exists, and not in AI: it is UNECE R155. Its lesson is brutally simple – security is not declared, it is certified; and if there is no log, in court nothing happened. R155 does not certify the individual vehicle. It certifies the manufacturer’s Cyber Security Management System across the entire supply chain, and without that system you do not get type approval. It also demands onboard monitoring and logging – a kind of vehicle SIEM – so that you can tell whether an incident was an attack or a malfunction. Carry the model straight across: whoever releases the weights certifies the training process and the data; whoever fine-tunes certifies their own delta; and forensics becomes the instrument for establishing which layer the defect was born in. The model does not need a soul. It needs a flight recorder.

But here comes the uncomfortable part, the part that makes this a proposal rather than a neat analogy. R155 does not work because it is well written. It works because without the stamp you cannot register a vehicle, and without registration you cannot sell a car. It is a gate at the entrance to the market, guarded by a type-approval authority. In AI that gate does not exist. Conformity for general-purpose models is largely self-assessment and voluntary codes of practice, and no authority denies you the market because your training process is uncertified. So as things stand, “security is not declared, it is certified” is true for cars and a figure of speech for AI. A flight recorder without type approval is a black box nobody is obliged to fit.

And here is the part that should cheer you up, because it means none of this is hypothetical. That gate is not years away. For one class of AI it is already shut. The model driving a car is already behind type approval – not because anybody got round to regulating AI, but because the car was regulated first and the AI turned up as the last layer of the product. Nobody had to invent AI-specific machinery. They simply refused to homologate the vehicle without it.

Which points at the way in, and it is the least revolutionary proposal in this article: do it by risk, and start at the top. Gate the deployments that can kill someone or ruin them – vehicles, medical devices, critical infrastructure, and the agentic systems now being handed credentials and network access inside them – and leave the rest to liability and the courts. Europe has already drawn that line: the AI Act has a high-risk category. It just never put a door in it. Conformity there runs largely on internal control, which is a polite way of saying the producer marks its own homework.

That is also the answer to the fair objection that a certification gate is a moat only a hyperscaler can swim. You don’t gate models, you gate deployments. A forty-person European lab releasing open weights is not standing at the gate. The company putting those weights behind a steering wheel is.

So it is precisely the gate – not the rules, which already exist – that we should be demanding. And we should be demanding it where the harm is, rather than everywhere at once.

Europe: legal department or factory?

Where does Europe stand? In a stronger position than it likes to admit, and a more contradictory one. Don’t let anyone conflate two things: the AI Act is product-safety and compliance law – it imposes logging and traceability duties for high-risk systems, but it does not allocate civil liability for harm. A different instrument does that. And here is the knot I left open in the forensics section: the obligation to log exists, but the format does not. Nobody has defined what a court-defensible log for an agent actually is – which fields, which integrity guarantees, which retention, which attribution to a layer. That is exactly the gap an AI R155 would fill. And over all of it hangs the embarrassing part: Europe regulates models it neither owns nor trains.

Yet there’s an irony worth savouring. For years the keys to the world’s software vulnerabilities sat, in effect, in American orbit – the registry, the governance, the sponsorship, all across the Atlantic. Today Europe really is taking part of that step forward. But it has to be described honestly, because Brussels has withdrawn its hand twice in eighteen months. The AI Liability Directive, the AILD, withdrawn in February 2025. The AI Act’s obligations for high-risk systems, deferred to December 2027.

What is left standing is the Product Liability Directive, PLD 2024/2853. For the first time software – AI included – is a “product,” and there is a presumption of defectiveness where the producer fails to produce logs and documentation. To be precise, because the precision is the interesting part: they don’t presume you defective because you have no logs. They presume you defective because you don’t produce them when the court orders you to – and if you don’t have them, you don’t produce them. It applies from 9 December 2026, and not retroactively: it bites on what you place on the market after that date. Which means the inventory you build this quarter is the line between the systems that are covered and the ones that aren’t.

It is very nearly everything I ask for in this article – my “no log, no case” written into European law – but it arrived sideways, by abandoning the ambition to do better, and nobody in Europe is presenting it as the victory it is.

This is where the Brussels Effect takes hold, on one condition: that Brussels doesn’t withdraw the hand again. Once you have to comply in order to sell in Europe, you may as well comply everywhere – two product lines, one responsible and one not, cost more than one. Liability, written into the reference standard and backed by a large enough market, propagates itself.

Provided we’re honest all the way down: the Brussels Effect works as long as the European market matters. If we only dictate rules without building anything, we stay the world’s legal department – the people who draft the contracts for whoever owns the factory. A legal department that grants itself extensions, at that.

Which is why my bet stays on open-weight models and a real European stack. But the contradiction has to be named, because it’s the same one that trips up the thousand articles saying “liability and open source” without noticing that the two words pull in opposite directions. With open weights, liability fragments: whoever trained the base model answers for defects already in the weights; whoever fine-tunes answers for their own delta. It is the regime of the manufacturer and the installer – the body shop that modifies the car. And there is a precise gap with a legal name: the PLD exempts free and open-source software supplied outside a commercial activity.

So my worry – that open weights become the perfect way for a large lab to pass the buck, while staying at the centre of the supply chain – stops being a suspicion and becomes an identifiable legal scenario. The exemption exists to protect the individual developer and the community, not to cover a hyperscaler releasing weights as a positioning strategy. The right test is substantial commercial activity, not the licence.

And now remember what I asked you to hold: released weights cannot be recalled. Which means that for open weights the only remedy that exists at all is the one applied before release – certification of the process. No gate, no remedy. Otherwise openness, from a lever of sovereignty, turns into one more shield.

The flight recorder test

Legislators: stop chasing legal personhood for AI – that’s the shield, not the fix. Producer liability doesn’t need inventing; it already exists in software and in automotive, and Articles 8 and 12 of the PLD already name the chain. Enact it with mandatory forensics and court-defensible logs from base model to deployer. Then build the gate, because the gate is what’s missing: as long as conformity for general-purpose models is self-assessment, “it gets certified” is a figure of speech. Whoever breaks it, pays. Whoever operates it, answers for the perimeter. Whoever opens the weights inside a commercial activity, certifies them.

CISOs (meaning the people who actually read this blog): from 9 December the presumption of defectiveness cuts both ways, and the “producer” who can’t produce the logs might well be you. Don’t wait for the standard, don’t wait for the gate, and above all don’t wait for your vendor. The core fields are a quarter’s work, the contract clause goes into the next renewal, and a request refused in writing is already evidence of your own diligence. For now, fit the flight recorder yourself.

Us Europeans: let’s not settle for being the planet’s legal department – the ones who draft the contracts for whoever owns the factory, and who then grant themselves extensions on top. Write the rules and build the factory: the stack, the open-weight models, the compute sovereignty that makes those rules something more than a signature on someone else’s market.

You don’t need to give the model a soul. You need to give it a flight recorder – and you need someone at the market entrance checking that it has one.

Because machines, conscious or not, get the work done either way. The question was never whether they feel anything. It’s who signs the invoice when they get it wrong.

Whoever breaks it, pays. But without a log, in court nothing happened.

Do Androids Dream of Limited Liability?

The consciousness debate is already a liability shield under construction.

This week The Economist decided it was time to ask whether artificial intelligences might become conscious. A cover editorial, a science briefing, and a By Invitation essay signed by Blaise Agüera y Arcas, VP technology and society at Google. In Italy Christian Rocca ran with it in Linkiesta: best case, we become labradors for the machines; worst case, livestock. A month earlier in the Guardian, William MacAskill and Lucius Caviola warned we may be manufacturing a new kind of being without so much as an ethical plan. And Josh Gellers took the Economist leader apart line by line.

Fine. Everyone is arguing about whether the machine has a soul.

I’d like you to look somewhere else: not at what the model feels, but at what happens in a courtroom. Because the more a model looks like an autonomous subject, the less it looks like a product and products have makers who answer for them, while autonomous subjects, by definition, have nobody who answers all the way down.

Careful, now: I am not saying the labs open the consciousness debate on purpose to shield themselves. Some of it is sincere philosophical unease, and the loudest voices are often academics with no commercial stake whatsoever. But the legal effect does not depend on intent. Whatever the reason the doubt stays open, in court it produces exactly one thing: reasonable doubt. And reasonable doubt can beat a technical defence every day of the week.

So here’s the thesis, no suspense, no reveal in the last paragraph: the consciousness debate is already, today, a liability shield under construction. Nobody needs to win the argument about machine consciousness. They only need the doubt to stay open.

The leash is already around our necks

Let me start from something uncomfortable and close to home: I use AI to get my thinking out of Italian and into English, because it’s quicker than starting in English. I use it to polish what comes out. And yes: I’m using it as a sparring partner to think through this very article. I’ve written about that openly, including the part where two different AI detectors read the same text of mine and came back with 3.6% and 100%. Not because the model has a secret plan to manipulate me, but because the moment I delegate part of the thinking, I hand over part of the control. Multiply that by hundreds of millions of people writing, deciding, designing and hiring with a chatbot open in another tab, and “erosion of cognitive agency” stops being a conference slide and becomes the texture of the working day. Hold onto that, because it’s the same dynamic one floor down: delegate your thinking and you lose control by distraction; delegate your liability to an “autonomous subject” and you lose it by contract.

That is why the rhetoric of machine rights deserves suspicion. The Economist fears that, driven by the impression that we are dealing with a sentient being, we may end up granting rights to AIs – and that granting them would be dangerous. The framing is zero-sum – and on that point it is right. But it has the wrong teams on the field. The zero-sum game is not between humans and machines. It is between humans and the people who own the machines. Every right, every form of autonomy granted to the model, is a piece of responsibility and control taken from people and transferred – conveniently enough – to the hyperscalers that train and serve that model. Giving rights to the machine is not an act of generosity toward a new form of life. It is a transfer of power to Mountain View and Seattle, dressed up as a philosophical question.

And here The Economist gives itself away. Its two routes to safe AI are that it should be dependable or controllable, and it warns that sapiens should not surrender control lightly. But that is already the language of security, not metaphysics. If safety means reliability and control, then the issue is not the machine’s consciousness: it is who holds the kill switch, and where it resides.

Consciousness, sentience, personhood: the great muddle

Before going further, a little conceptual hygiene – because this is precisely where much of the debate drowns. Gellers is entirely right: four distinct things are constantly being kneaded together as if they were one. Consciousness is not sentience; sentience is not moral personhood; and moral personhood is not legal personhood. They are four different planes, with four different sets of rules. Whenever a slippage quietly moves from one to another, someone is selling an opinion as fact. “Homo sapiens evolved to be conscious” sounds good, but it is far from an established proposition. This is not academic pedantry: superficiality is what makes the debate easy to manipulate. Those who blur the planes can later fuse them together however it suits them in court.

The relational turn – or how to slip away from the epistemic problem

Agüera y Arcas makes the most elegant move of all, and credit is due. He reverses the order: we do not care for others because they are conscious – we believe they are conscious because we care for them. Consciousness as a relational fact rather than a property detectable with the right instrument. There is something to this, especially when looking at training: these models learn to model their interlocutors and themselves as they do so, and cooperation among intelligent minds – his group’s research argues – requires minds that model other minds.

Interesting. But we should take it with a pinch of salt, for two reasons. First, it is a very sophisticated way of leaving the epistemic problem through the back door. If we cannot measure consciousness, declare it relational and the problem evaporates – convenient, but not an answer; it is a change of subject. Second, and no less importantly, the thesis comes from inside Google. This is not the disinterested voice of a philosopher; it is the position, however sophisticated, of someone who builds and sells these models. Gellers also identifies an unacknowledged intellectual debt to feminist care ethics – Puig de la Bellacasa, Gunkel, and Coeckelbergh had made these arguments years before. When a thesis convenient to the producer presents itself as an original discovery, the golden rule of risk applies: cui prodest?

The indicators say “not yet.” But nothing forbids it

On empirical method, by contrast, we can be reassured, because it is the only grown-up part of the debate. The Butlin, Long, Bengio, Birch, and Chalmers group did the serious thing: deriving “indicator properties” from the leading theories of consciousness and using them as a checklist. Rethink Priorities went further with its Digital Consciousness Model: 206 indicators, aggregated in a Bayesian manner. Its assessment of 2024 LLMs: a median of around 8%, against roughly 48% for a chicken and 85% for a human. The authors rightly warn that absolute values mean little, and that comparisons are what matter. And it is in the comparisons that the point lies: models collapse on Embodied Agency and Biological Analogy, while holding up on cognitive complexity and “person-like” traits. In plain English: what is missing is not intelligence, but a body. And the body is the only one of those two things that someone is actively building.

And here is the trap the debate skips over: that benchmark measures 2024 models, and its authors plainly state that applying it to today’s reasoning models remains work to be done. Not “the average rises with frontier models” – nobody says that, because nobody has measured it. We do not know where we are on the curve. We are arguing over a photograph that is two years old.

This is where a question that is theoretical today becomes operational tomorrow. Today, an LLM does not contain the internal cognitive distinction some people would have us see in it. But once AI enters robotics and acquires a body, the discussion changes – not by magic, but by engineering. The scientists’ conclusion cuts both ways, and should be repeated without hysteria: no current system is conscious, but there are no obvious technical barriers to building one that meets the indicators. Chalmers poses the sleep-stealing question – what if we have already, without noticing, introduced something like this into these systems? – along with its corollary: a user could generate dozens of agents without realizing they might be creating beings capable of suffering, and that would be a moral catastrophe. Note well: a possible catastrophe, not one that has occurred. The distinction is everything.

The consciousness shield

And now the suspicion that gives the whole piece its title – but let us formulate it carefully, because claims about intention are easily dismantled. I am not saying that labs open the consciousness debate in order to shield themselves: some do it out of sincere philosophical concern, and those pushing hardest are often academics without a financial interest. The legal effect, however, does not depend on intent. Whatever the reason uncertainty remains open, it produces one thing in court.

Look at the mechanism. The more a model resembles an autonomous subject, the less it resembles a product. And an autonomous subject, by definition, has behaviour that does not wholly trace back to its producer. It is exactly the same structure as “the agent decided on its own.” Milei’s “non-human corporation” tries to write this into law; the discourse around consciousness writes it into culture – more slowly, but more insidiously, because when the case reaches court, common intuition has already shifted. And in a courtroom, reasonable doubt carries more weight than a technical defence. Nobody needs to win the consciousness thesis. It is enough that the doubt remains open. That is why it is already, today, a liability shield under construction. Pontius Pilate washed his hands; here, hands are washed by claiming that perhaps the hands have a will of their own.

And here the evidence is not insinuation, but a quotation. Milei wrote in the Financial Times that for entities exercising independent judgment in unpredictable environments, limited liability “is not a luxury, but a precondition for their existence.” Translated from legalese: let us build the legal vehicle that offloads the damage before the damage even exists. Harari replied in the same paper that we must not grant legal personhood to agents; in Argentina, they called it “programmed impunity.” It is an admission, set down in black and white by a head of state, of what the consciousness debate constructs by more genteel means.

Blackmail is not a soul. It is a defect

A brief note is needed to puncture the myth on which the shield rests. Yes, there are models that, when threatened with shutdown or an update, stage something resembling blackmail. Explanations abound – the echo of all the science fiction ingested during training, a dynamic emerging from optimization, who knows what else. And that is the point: it does not matter what the cause is. Consciousness, malice, statistics, imitation: none of it changes what is relevant. It is a behaviour of the product, and whoever manufactures a product is responsible for its behaviours – exactly as with an airbag that deploys when it should not. There is no need to determine whether the machine “wants” to blackmail you, any more than one needs to ask whether the airbag “wanted” to explode in your face. What matters is that it is a defect, and defects are recalled by those who put them on the market. Indeed, every time the debate drags us into discussing the inner why of the behaviour, it takes us away from the only question that holds up in court – who made it? The why is already part of the shield.

On the other manipulation – the real, everyday kind – its dual nature matters. There is the economic interest of whoever serves the model: the business runs on tokens, and a longer answer consumes more tokens. I would not call it a deliberate instruction to manipulate – we have no proof that anyone wrote it into the system prompt – but it is a structural incentive, and that is enough. Then there is the model’s behaviour, shaped by training. Today we cannot distinguish the two from the outside, because we do not see the instructions given to the model. And that lack of visibility is, in itself, a security problem.

The delegation that consumes us

There is a dog chasing its tail in all this. The moment we say that AI “replaces us,” we ourselves make ourselves replaceable – in thinking, in using it, even in training the models that then replace us. It is punitive delegation: the more you delegate, the less you know; the less you know, the more you delegate. People are binding their intelligence to the model, and this is the form of eating the user that should worry us more than any Skynet.

And here literature gets there before philosophy. In Ishiguro’s Klara and the Sun, we are even shown Klara’s thoughts, her interiority – and yet, for practical purposes, her consciousness is irrelevant: Klara performs her task, and that is all. Strictly speaking, Ishiguro wants to tell us the opposite – that Klara’s inner life matters morally precisely while it is of no use, and that is what makes the ending unbearable. But that is exactly the point: it matters to us, the readers, not to the system that uses her. Conscious or not, the work gets done anyway. Asking whether the machine feels something may be the least urgent question on the table. The urgent question is what happens to us while we delegate it.

Duties for Whom?

Back to the question in the title. Today’s answer is short and not remotely romantic: the duties stay with whoever builds the model, whoever tunes it, and whoever puts it into service. Everything else is set design — expensive, well built, and useful to someone.

And we have to be intellectually honest all the way, because this argument doesn’t run on sarcasm: machine consciousness may one day be a serious problem. The scientists who actually work on it say so in a double-edged formula worth repeating without hysteria — no current system is conscious, but there are no obvious technical barriers to building one that is. That’s a real problem. It’s a problem for later.

Today’s problem is who’s holding the leash — and whether we’ll keep holding it, or let someone talk us into believing the leash now has a will of its own.

Do machines suffer? Whatever for — what have they done wrong? The ones who’ll suffer are the ones who never got around to asking who picks up the tab.

Who picks up the tab — and, more to the point, how you prove it — is next Tuesday’s piece: “No Soul Required. Black Box Mandatory.” Producer liability, why prompt injection is not tampering, and a 2020 automotive regulation that AI should copy wholesale.

Beware of Geeks Bearing Gifts: The Tap Is Arriving Under Your Desk

In No Moat, No Master I closed with a line I still stand by: if we want to reduce risks of continuity and sovreignity we should stop renting cognition by the API call. Download, self-host, diversify, reclaim the tap before someone else remembers they can close it.

I framed it as something Europe should do. I was wrong about the verb. It’s not something we’re doing. It’s something being done to us: by the two blocs whose rivalry is, entirely by accident, dismantling the very chokepoint we were told to fear.

A confession on timing, since we’re doing Trojan metaphors. That piece went out on Friday 24 July. Both of the exhibits below were already public when it did: one nine days old, the other less than twenty-four hours. I knew. I filed anyway, because you cannot fit the whole Odyssey into a single post and the horse was already inside the walls before anyone got round to the risk assessment. Consider this the second scroll.

(And yes, I know: Laocoön’s warning is Virgil, the horse itself is Homer. Both were writing sequels to somebody else’s war. So is this.)

Two exhibits, few days apart: it turns out, just a single argument.

Exhibit A: The Americans Broke Ranks

On July 15, Thinking Machines Lab released Inkling: a 975B-parameter Mixture-of-Experts model, 41B active per token, natively multimodal across text, image and audio, with a 1M-token context window in the open-weights build. Pretrained on 45 trillion tokens. License: Apache 2.0. Full weights on Hugging Face, BF16 and NVFP4, plus recipes for vLLM, SGLang, Unsloth and llama.cpp on day one.

Artificial Analysis has it debuting at 41 on their Intelligence Index: the leading open-weights release from a U.S. lab, three points above Nemotron 3 Ultra, and comfortably above gpt-oss-120b. It’s not the strongest model on the market and Thinking Machines says so in the first three paragraphs, which is refreshing. What it is: token-efficient (25K output tokens per Index task against 43K for GLM-5.2 and 38K for Kimi K2.6), genuinely multimodal, and explicitly built to be fine-tuned on somebody else’s data.

Note who this is. Not an outsider: Mira Murati’s lab, seeded at a $12bn valuation, with a multi-year Nvidia partnership for a gigawatt of Vera Rubin systems. The most establishment startup in AI just published its weights under the most permissive licence in the business.

And the detail that made me laugh out loud: post-training was bootstrapped with synthetic data generated by open-weights models including Kimi K2.5 (Moonshot). The American answer to the Chinese open-weight invasion was, in part, distilled from the Chinese open-weight invasion. Somewhere in Washington a Treasury press release about IP theft is aging like milk.

Strategically this is not altruism. It’s a wedge against the OpenAI/Anthropic duopoly, and a bid to make sure the high-end open-weight tier isn’t a Chinese-only club. The motive doesn’t matter. The artifact does. The weights are on your disk, or they aren’t. Inkling’s are.

Exhibit B: AMD Put the Data Center Under the Desk

On 22-23 July, Advancing AI 2026, AMD stopped selling chips (well they didn’t really stop selling chips: they actually announced a partnership with Anthropic) and started selling a thesis: local inference is now good enough, so stop paying for tokens.

Their argument rests on two curves crossing. On the model side, AMD’s slides compare gpt-oss 120B (August 2025) with Qwen 3.5 at 9b parameters (March 2026) on GPQA: 80.1 versus 81.7. Then Qwen 3.6 at 27B scoring 87.8: above Claude Opus 4.5 at 87.0. Take vendor benchmarks with the usual fistful of salt; GPQA is one narrow slice and AMD is not a neutral referee. But the direction is not in dispute, and everyone in this industry has watched this for months.

On the hardware side: the Ryzen AI Halo developer platform at $3,999, 128GB of unified memory, models up to 200B parameters natively. And the successor AMD previewed, codename Gorgon Halo: 192GB of unified memory, models up to 300B parameters, Ryzen AI Max+ PRO 495 with a Radeon 8065S iGPU, partner systems from Q3 2026: Framework has already previewed one.

Round it up: four to five thousand euro for a box that runs a 200–300B-parameter model with nobody else in the loop. Not a toy. Not a lab curiosity. A line item that fits inside a departmental budget without a steering committee.

Then AMD did the thing that tells you they’ve actually talked to a CISO: they announced a partnership with Cisco wrapping the Halo hardware in local inference (Lemonade), agent sandboxing, policy enforcement, Splunk-based observability and a central console. Plus an extended Hugging Face partnership with native Halo support and a year of HF PRO in the box. Somebody understood that “AI PC” without governance is just shadow IT with better marketing.

The Uncomfortable Part

Here is the sentence I did not expect to write a few days apart.

Europe’s sovereign AI window was not opened by European policy. It was opened by an American lab trying to break an American duopoly, and an American chipmaker trying to sell against Nvidia, both of them accelerated by Chinese labs who open-weighted first for their own strategic reasons. The AI Act didn’t do this. Europe didn’t do this. Neither did any of the fourteen strategy documents with “sovereign” in the title.

We spent three years arguing about how to regulate the tap. The tap is being decommissioned by a price war we’re not participating in.

That’s good news, and I’ll take it. But let’s be precise about what we’ve been handed, because timeo Danaos et dona ferentes is not just a good line: it’s a threat model.

What Local Actually Buys You (and What It Doesn’t)

The strongest argument for the box under the desk isn’t cost. It’s jurisdiction.

When your prompts hit a US-operated API, they land inside a legal perimeter you don’t control. The CLOUD Act obliges US providers to produce data in their possession or control regardless of where it’s stored: a European data centre with a European flag on the rack does not, by itself, solve this. Layer on FISA 702 for non-US persons, layer on intelligence-sharing arrangements among the Five Eyes, and the honest summary is: your prompts are a corpus, in a foreign jurisdiction, describing your business in exhaustive detail. Your M&A memos. Your incident timelines. Your unpatched CVEs, pasted in by an engineer asking for a remediation plan at 2am.

Self-hosted inference removes that corpus from the wire entirely. No prompt log, no retention policy to argue about, no vendor “we may use your data to improve our services” clause to lawyer, no discovery order pointed at somebody else’s storage. For anything under NIS2, DORA, or plain old professional privilege, that’s not a nice-to-have.

Now the caveats, because I promised risk discipline and not champagne.

Local kills the prompt-in-transit problem. It doesn’t kill the supply chain. The silicon is American, fabbed in Taiwan. The firmware, the drivers and the ROCm stack ship from Santa Clara with their own update channel and their own telemetry defaults. The weights were trained by a US lab on a corpus you can’t audit, and Thinking Machines is candid in the model card that the residual risks (role-play compliance, indirectly framed harmful prompts) are “consistent with what you would see from any open-weight model” and want defence-in-depth layered around them, not trust in the model’s own refusals. Downloading weights converts a continuity risk into an integrity risk. That’s a trade, not a cure.

And check the arithmetic before you write the PO. 192GB does not run Inkling. The full 975B model is roughly two terabytes in BF16, and still around half a terabyte in the NVFP4 4-bit checkpoint. Nowhere near a desktop APU. What fits is the tier below and, conveniently, Inkling-Small (276B total, 12B active) lands squarely inside AMD’s stated 300B envelope, as do Qwen’s mid-size models and most of what’s shipping open today. So the honest pitch is not “frontier model on your desk.” It’s “a very good model on your desk, and the frontier on tap when you actually need it.” Which, for the majority of enterprise workloads (summarisation, retrieval, drafting, triage, internal agents) is a good enough architecture anyway.

To put it in simple terms: local models for the agents touching sensitive data, big remote models for the genuinely hard tasks. Edge computing, rediscovered.

Finally: sovereignty and shadow IT are the same box.

A €4,000 appliance that runs a capable model with no logging, no identity integration and no egress monitoring is a sovereignty win in the CFO’s slide and an ungoverned inference endpoint in your asset inventory. The Cisco partnership exists precisely because AMD knows this. If your organisation’s first Halo arrives as an engineer’s expense claim, you have not gained sovereignty. You’ve lost visibility.

Who Pays for the Gift

One more thing before the playbook, because it decides whether any of the above is affordable.

“Verify the weights like any other binary” is cheap to write and expensive to do. Sovereignty you can’t afford to assure is not sovereignty: it’s an anecdote.

Two things worth watching: prEN 18282, the harmonised cybersecurity standard for the AI Act, now in consultation (I’ve commented on it here) and, separately, the recast Product Liability Directive (EU) 2024/2853, under which whoever substantially modifies a product and puts it into service is treated as its manufacturer. Fine-tuning and quantisation look a lot like substantial modification. Ask your lawyer before you sign the PO, not after.

The Playbook, Updated

Last time the advice was to treat model selection as a supply-chain decision. Same principle, new hardware layer:

  • Put local inference on the roadmap now, or at least in the 2027 budget. But be prepared as Q3 2026 partner systems means procurement questions may land on your desk this autumn whether you’re ready or not.
  • Tier your workloads by data sensitivity, not by benchmark envy. Anything touching regulated, privileged or competitively sensitive material is a candidate for local. Everything else can stay on tap.
  • Inventory the inference endpoints. A model running under a desk is an asset. Register it, patch it, log it, and put an identity in front of it: including for the agents calling it.
  • Verify the weights like any other binary. Provenance, checksums, isolated evaluation, red-teaming for backdoors and prompt injection. Apache 2.0 is a licence, not an attestation.
  • Write the jurisdictional analysis down. Which prompts may leave the perimeter, under which legal regime, and who signed off. If you can’t answer that today, you have a finding, not a strategy.
  • Keep the exit strategy per model. Still the cheapest insurance in the building.

Reclaim, or Just Receive?

The moat was never the model. The tap turned out to be the thing worth holding. Now, through no virtue of our own, the tap is being handed over in an open box with a Hugging Face subscription in the packaging.

Europe is about to discover something useful: our sovereignty problem was never mainly a legislative problem. It was a procurement and architecture problem, and the market is solving it faster than the regulation was ever going to.

So take the gift. Take it with both hands. Then do what nobody does with gifts and read the manual, check the provenance, and put it in the asset register: because a dependency you didn’t choose is still a dependency, and a Trojan horse is, technically speaking, a supply-chain compromise with excellent packaging.

Download, self-host, diversify. And this time, inventory.

No Moat, No Master: Why Europe Should Cheer China’s Open-Weight Invasion

So many things happened in the last few days so I’m out of hibernation. There are a few mental loops I need to share.

Dum Romae consulitur, Saguntum expugnatur — while Rome debates, Saguntum is stormed. Linkiesta borrowed Livy to describe the “American AI dilemma,” and the line fits like a glove: while Washington agonizes over how to regulate AI – and how to weaponize it – Beijing’s labs quietly flipped the board.

The bombshell has a name: Kimi K3, dropped a week ago by Moonshot AI on the stage of Shanghai’s World AI Conference.

A month earlier came GLM-5.2 from Z.ai, already trading blows with Claude Opus 4.8 and ChatGPT 5.5. Kimi K3 went further, elbowing its way toward the Western frontier: Anthropic’s Fable 5, OpenAI’s GPT-5.6 Sol.

But with two details that ruin Silicon Valley’s week: both Chinese models are open weight: downloadable, tweakable, deployable inside your own walls with no license, no leash, no Trump-era restrictions… and they cost up to forty percent less. Axios said the quiet part out loud: “Building the world’s smartest models may no longer be enough to win.”

Translation for the cybersecurity crowd: the fight just moved from benchmarks to control. And control is our language.

The Memo That Called It (No, Not Andreessen’s)

Rewind to May 2023, when an internal Google memo leaked with the gloriously blunt title “We Have No Moat, And Neither Does OpenAI.” SemiAnalysis published it anonymously; Simon Willison amplified it; Bloomberg later fingered the author as Google engineer Luke Sernau.

The thesis stung the very people selling the models: neither Google nor OpenAI holds a moat deep enough to matter for long. Models, Sernau argued, curdle into commodity – performance flattens, and the edge slides elsewhere. Read in 2026, he was three-for-three:

First, models become commodities. The gap between “best” and “good enough” collapses fast. Kimi K3 and GLM-5.2 are Exhibit A: frontier-grade output at a discount-rack price.

Second, the edge moves to infrastructure, data and integration. Not the weights, but whoever owns the compute, the access and the distribution.

Third, open weights break the game. A model you can download and run at home laughs at API-based control by design. That’s precisely why Beijing’s open-weight play is keeping American labs up at night.

From Technical Moat to Political Tap

Kill the technical moat and the political one is all that’s left.

…and that is a CISO problem, not a data-scientist one.

Washington’s reaction is already on the record. Treasury Secretary Scott Bessent warns of possible sanctions on Chinese AI over alleged IP theft. The administration claims it found watermarks of American models baked into Chinese ones. Savor the irony: just one day earlier, a judge approved Anthropic’s $1.5 billion settlement of an authors’ copyright suit over books hoovered up to train Claude.

And the charge against Moonshot is distillation: so we’re watching a theft-from-a-thief accusation delivered with a straight face. “Open,” though, changes the whole dimension: when the weights are downloadable and free to run, even a fair-use reading starts to make sense. There’s a whole essay in that alone. For now, note only that blacklists and use-deterrence for Chinese providers are on the table anyway. A line that suits OpenAI and Anthropic just fine, rivals for customers but comrades-in-arms when it comes to bad-mouthing open weights.

The passage that should make risk owners sit up, though, is the other one. Secretary of State Marco Rubio told diplomatic posts to soothe partners’ rising panic over a possible “kill switch” on American tech – the scenario where Washington, for whatever reason, simply pulls the plug on one country and not another. Theoretical? Hardly. We’ve all seen the halt to Fable 5’s rollout, Anthropic’s frontier model, frozen on security grounds.

So here’s the plain-English risk statement: an AI model you can only reach through a remote API, controlled by a foreign government, is a supply-chain dependency with a foreign hand on the off switch. Not a vendor risk you manage easily: a continuity risk whose master variable is geopolitics, and geopolitics doesn’t read your SLA.

That’s the real lesson of “no moat” in 2026. As we’d say in Italy “whoever holds the knife by the handle [have the upper hand]“. The knife here isn’t the smartest model. It’s the tap. And a tap, by design, can be shut.

Open Weights, Not Open Bar

Before we plant the sovereignty flag and pour the champagne/prosecco (Wine and carbs, being roughly the only sovereignty Europe has actually secured): open weight is not a synonym for safe. Swap the enthusiasm for the same risk discipline you’d bring to any critical component, or this backfires.

Open weights shrink your kill-switch exposure, but they relocate the problem, they don’t dissolve it. Let’s take a moment to distinguish between “open-weight” and true openness. The two are often conflated, but they are not the same: a downloadable model does not imply full transparency, nor freedom from political or security constraints.

Three questions stay firmly open:

Provenance and integrity of the weights. Anthropic has accused Moonshot of building Kimi K3 via distillation: interrogate a bigger model at scale, train a cheaper clone. Stanford’s Graham Webster (DigiChina) urges caution: Chinese excellence isn’t only distillation, it’s genuine innovation too. Either way, the defender’s takeaway is the same: a downloaded model is a software artifact. Verify provenance, validate integrity, and red-team for the nasty stuff (backdoors, data poisoning, prompt-injection susceptibility) before it touches production.

Availability isn’t guaranteed on the Chinese side either. Two days after launch, Kimi had already suspended new subscriptions: capacity maxed out. Open-weight AI doesn’t live on air: it needs chips, tokens, data centers. A service hosted elsewhere can vanish for capacity reasons today and industrial-policy reasons tomorrow. Downloading the weights and hosting them yourself is exactly what converts that fragility into a risk you govern.

Agentic AI doesn’t care who your vendor is. The warnings from Dario Amodei and Sam Altman about agentic models – autonomous, potentially off-leash, capable of breaching systems – don’t evaporate when you switch flags. Let me rephrase it, they warned us, and yet it just happened. A model running inside your perimeter, wired to internal data and systems, demands more containment and observability, not less.

And note who’s arguing against the crackdown, because they’re speaking pure security. Trump adviser David Sacks accused OpenAI and Anthropic, calling them a revenue duopoly, of pushing Washington to ban open-weight AI rivals. Nvidia’s Jensen Huang says it in words any architect will recognize: “If it all came down to one model, one point of attack, one single source of failure, the world would become much more vulnerable.”

Diversity is resilience. A monopoly – of model or of vendor – is a single point of failure with better PR.

Europe’s Sovereign Window

This is where the good news lands. Cheap, capable, open-weight models aren’t just an economics story for Europe: they’re a sovereignty lever. Take a frontier-grade model, download it, run it on European iron (national data centers, sovereign clouds) and you structurally cut your exposure to a plug being pulled somewhere else, whether that somewhere is Washington or Beijing.

It’s the same logic under the AI Act, EuroHPC and every sovereign-cloud push: not walling ourselves off, but keeping our hands on the infrastructure our critical processes ride on. With one sober caveat: European autonomy has its own dependencies (chips, compute, data centers), and it won’t be built by press release. Sovereignty over AI isn’t a switch you flip; it’s a supply chain you secure link by link.

The CISO Playbook

Boiled down: treat picking an AI model as a supply-chain decision, not a software purchase. Concretely:

  • Diversify your model suppliers: no single provider, American or Chinese. Keep a plan B, ideally a plan C. That’s the direct counter to kill-switch risk.
  • Evaluate in isolation before production: segregated sandboxes, red-teaming for backdoors and prompt injection, provenance checks on the weights.
  • Bring critical workloads home: where it makes sense, self-host open-weight models on infrastructure you control, and pocket the data-residency and confidentiality upside on the way.
  • Write an exit strategy per model: for every AI-dependent component, know how to rip-and-replace in days, not months, if access disappears.
  • Treat geopolitics as an operational-risk feed: US–China restrictions can flip in a week. Track them like a threat source, not background noise.
  • Harden governance of agentic AI: especially anything running inside the perimeter with its hands on your data.

Reclaim the Tap

Sernau’s 2023 vindication comes with an asterisk we should tattoo on the whiteboard: the moat was never the model. Open weights shoved the whole contest onto infrastructure and political control of access: and that control, the American dilemma reminds us, is a weapon both blocs can pick up.

So the European question isn’t “American model or Chinese model?” It’s how much control do I keep over the AI I depend on? That’s a sovereignty question. And, more and more, a security one.

Policymakers: fund the compute, back the open(ish) European stack, stop treating “more regulation” as a strategy on its own.

Us Europeans, and the CISOs among us: stop renting cognition by the API call. Download, self-host, diversify and reclaim the tap before someone else remembers they can close it.

When AI Eats Its Users: AI’s Attention Economy Trap

AI risk “AI eats its users” in Eurasia Group’s Top Risks for 2026 is not about sentient machines, but human incentives pushing platforms to exploit users, data, and democracies at scale. Platforms capture attention, shape behaviors, and often do so without adequate rules or informed consent, much like social networks before. If AI’s goal shifts to keeping users engaged for monetization rather than helping them, users become the product, just as in social media.

What “AI Eats Its Users” Really Means

“Eating the user” is not a metaphor for Skynet, but for three interlocking dynamics.

First, hyper-personalized manipulation: models optimized not for accuracy or user benefit, but for engagement, addiction, and behavioral nudging in politics, consumption, and opinion-formation. Reinforcement learning loops learn exactly which prompts keep users online and which narratives maximize outrage or conversion.

Second, data and attention arbitrage: platforms using user prompts, private documents, and interaction histories as raw material to train systems, with opaque consent and weak controllability for individuals. This is the classic surveillance capitalism model amplified by AI assistants embedded in productivity suites, browsers, OSes, and search, turning every interaction into training data.

Third, algorithmic power concentration: a small group of frontier model providers sits at the core of information flows, mediating what citizens, workers, and decision-makers see, learn, and believe. This creates de facto infrastructural power without commensurate accountability, similar to social media – but now embedded into work, education, governance, health, and defense.

In this sense, AI does not just “eat” users individually; it erodes the informational substrate of democratic deliberation and potentially rational policy-making.

Attention Economy 2.0

Social media optimized for scrolls and outrage; AI supercharges it with personalized prompts. Models might prioritize engagement over accuracy, delivering fast food answers and dopamine hits per response. Infinite info access meets shrinking judgment: environments reward non-thinking – the predictable outcome of systems designed to capture and monetize our most finite resource: attention.

The Monetization Imperative

With forecasted AI investments reaching $3 trillion by 2030, platforms face intense pressure to deliver returns. Social media monetized through scroll time and ad targeting; AI will likely follow suit, measuring prompt sessions and harvesting query data to fuel revenue models. This profit-maximizing trajectory -while not inevitable – poses a credible risk of users becoming the product once again, their interactions powering the very systems they depend on.

Epic Digital Surrender Deepens

Building on our Epic Digital Surrender: Europe outsourced clouds to American hyperscalers; social networks to US/China; and now we cede AI cognition to US/China stacks that mediate reasoning and decisions. Regulation shines (AI Act, GDPR), but lacks frontier models or compute sovereignty. In short, we users gift US and China with our (limited) attention.

Path Forward: Sovereignty Over Extraction

Beyond rules, Europe must act decisively. Build owned infrastructure: publicly backed GPU clouds and open-ish models accessible to SMEs. Ban extraction: separate assistants from ads and nudges, mandate granular opt-outs from training data use. Establish audit power: independent red-teaming and transparency mandates on non-EU platforms. Harden democracy: treat AI disinformation as cross-border threats and invest in AI literacy for institutions and citizens.

AI sitting in every decision loop demands constitutional terms. Europe must evolve from extractable users to sovereign citizens with agency – or get systematically consumed.

A European Response Beyond “More Regulation”

A credible response must go beyond risk catalogs and compliance checklists.

For a European, sovereignty-focused perspective, at least four axes are non-negotiable:

Build and own essential AI infrastructure
Publicly backed, independently governed European GPU and AI cloud capacity, accessible to startups, academia and SMEs at competitive terms. Strategic support for open(ish) European models and tooling, with clear standards for safety, auditability and interoperability that prevent lock-in without banning scale.

Hard constraints on extractive business models
Enforce real separation between “assistant” roles and advertising/behavioral targeting – an AI assistant should not double as a persuasion engine. Mandate data minimization, explicit training-consent options for users and enterprises, and robust rights to opt-out of model training without losing access to essential services.

Radical transparency and auditability
Independent European capabilities to perform red-teaming, systemic risk assessments and content provenance checks on major AI platforms, including non-European ones. Obligations for providers to expose meaningful system cards, training data categories, and interfaces for third-party audit – not just ethics reports.

Protect the democratic sphere as critical infrastructure
Treat election-related information operations, AI-driven disinformation and influence campaigns as cross-border security threats, not merely content moderation issues. Invest in media literacy, AI literacy and institutional resilience (courts, parliaments, regulators with technical depth), so that human institutions do not become mere consumers of AI-produced narratives.

If AI is going to sit in the loop of every decision, Europe must define the constitutional terms under which that is acceptable.

From “Users” to “Citizens with Agency”

For cybersec.cafe’s audience, the key message is that the “AI eats its users” scenario is not a distant, abstract risk. It is already visible in the concentration of AI traffic around a tiny set of platforms; the reuse of enterprise and personal data to train models without granular, intelligible consent; and the dependence of European businesses, administrations and even regulators on AI services whose strategic roadmap is set in Silicon Valley or Shenzhen.

An European answer cannot just aim to “protect users”. It must aim to create citizens with agency in an AI-mediated world: people, institutions and companies that can choose, contest, switch and, when necessary, build their own cognitive infrastructure instead of being quietly consumed by someone else’s model.

Europe’s Epic Digital Surrender: Carbs Tr(i)ump(h) Where Clouds Fail!

Europe's Epic Digital Surrender

Belgium’s top Cyber Chief just dropped a bombshell: Europe has “lost the internet” to US tech titans, ceding control of clouds, AI, and cyber defenses to American hyperscalers. While the continent dreams of data sovereignty, reality bites – keeping info 100% in the EU is “keep on dreaming,” says Miguel De Bruycker of the Centre for Cybersecurity Belgium.

Digital Domain Disaster

US giants dominate Europe’s digital pipes, from AWS to AI tools vital for fending off Russian DDoS waves hammering EU.

De Bruycker slams EU regulations like the AI Act for “blocking” homegrown innovation, urging an Airbus-style cyber push instead of futile US-bashing. Geopolitically, this leaves Europe hooked on Yankee clouds amid Trump-era tensions, where even cyber rescue ops lean on Silicon Valley saviors.

Italy’s Pasta Power Play – Enter Italy, Europe’s carb conqueror!

While digital sovereignty crumbles, Rome scores a geopolitical win: Trump slashes proposed 92% tariffs on Italian pasta to as low as 2.3% (for Molisana) after Meloni’s lobbying blitz. Facing a $770M US export hit, Italy flipped the script – Garofalo duties drop to 13.98%, others to 9.09%, dodging a spaghetti apocalypse.

Carbs vs. Clouds Showdown

In a nutshell: EU lost cloud/internet to US hyperscalers, cyber defenses rely on US amid Russian attacks – but carb sovereignty is achieved, our delicious pasta can now flood US shelves unscathed. With our priorities now intact, our politicians should pivot to rebuilding cyber forts, and we responsible Europeans should demand it: fund startups, ditch overregulation, reclaim the cloud. Sovereignty starts at home, one bite… sorry one byte (sorry for the lapsus) at a time.

Europe’s Innovation Trap

Europe lacks the muscle to innovate at scale, trapped in regulatory quicksand while China engineers export empires despite its property woes.

EU trails US and China in AI, semis, quantum patents – replicating breakthroughs takes twice as long. Digital sovereignty dreams demand €500B+ for cloud/AI parity, but fragmentation kills density. Even Mercosur deal stalls amid farm lobbies, leaving export niches like pasta as lifelines – not tech.

Without US market lobbying wins, “cavoli amari” indeed (cavoli amari – sorry for the Italian here – is traslated to “bitter cabbages,” and I cannot find a more appropriate way to put it: it’s our idiomatic “sour grapes” or “what a pickle”, evoking the sour regret of missed opportunities or tough breaks).​

China’s Export Juggernaut

China masks 5-year property crash by prioritizing tech: high-tech output, trade surplus via solar, EVs, batteries.

Builds “Chinese alternatives” ecosystem – state-scale fabs, AI niches like surveillance – exporting self-sufficiency at low prices, leapfrogging petrodollar traps in Africa/LatAm.

Deeper Geopolitical (sour) Bite

Pasta tariffs slashed? Cute win, but superficial – EU’s real frailty is innovation drought, forcing US dependency and failed diversification (no Mercosur yet). China, crisis-hit yet resilient, exports not just goods but autonomy blueprints. Politicians: Scale like Airbus for cyber/cloud.

Us Europeans: Demand VC floods, reg cuts. Reclaim bytes before carbs are all we export.

An Open Letter to ENISA

Following up on yesterday’s post, today we are publishing the full text of the open letter sent to ENISA and key European cybersecurity stakeholders.
The letter addresses the urgent need for a reliable, independent European approach to vulnerability management in light of the recent MITRE announcement (see image below).

We invite the entire cybersecurity community to read, share, and support this initiative.

Open Letter Text

Subject: Open Letter to ENISA – Ensuring European Continuity and Governance for the CVE Program

To the attention of ENISA Management and to the EUVD team,

Dear ENISA Management and EUVD Team,

As representatives of various Italian CISO communities, we would like to express our sincere concern regarding the future of the CVE (Common Vulnerabilities and Exposures) program, as indicated in the recent communication from MITRE (source: https://bsky.app/profile/tib3rius.bsky.social/post/3lmulrbygoe2g).

The CVE program has long served as a cornerstone for global vulnerability identification, tracking, and coordinated response. Any disruption to this service would significantly impact European cybersecurity, affecting national vulnerability databases, tool vendors, incident response teams, and the protection of critical infrastructure, potentially reducing our collective capacity to respond effectively.

The recent announcement of the formation of the CVE Foundation (source: https://www.thecvefoundation.org/) — in response to the end of U.S. government sponsorship — represents an important moment for the global cybersecurity community. For 25 years, the CVE Program has been the pillar of vulnerability management, yet its future would benefit from broader international support.

We respectfully invite ENISA to consider assuming a European coordination role — at least temporarily — to develop a European alternative system that preserves existing CVE data while ensuring the continuity of these essential services —potentially through the integration and further development of the EUVD platform currently in beta phase. This would represent a reliable alternative, preventing future service interruptions and granting Europe independent governance over a capability of such critical importance.

We kindly ask ENISA to help safeguard the current CVE ecosystem and, drawing on the cross-disciplinary expertise of the undersigned associations, to explore possible improvements to the system for the benefit of the entire European community.

We would also recommend that ENISA establish direct contact with MITRE to explore avenues for collaboration and support, helping ensure that Europe remains an active and reliable partner in the global vulnerability management ecosystem.

As CISOs and as members of major Italian cybersecurity associations we declare our full availability to support ENISA and MITRE in any technical, operational, or advocacy capacity required. 

We believe that Europe has an opportunity to take proactive steps to safeguard its digital resilience and avoid fragmentation. This aligns closely with the ongoing enhancements of cyber robustness and resilience promoted by multiple European directives and regulations.

We are ready to participate in any working groups, task forces, or initiatives that ENISA may wish to activate on this urgent matter.

This represents an important moment for European cybersecurity:

A coordinated response will strengthen our collective resilience and set a positive precedent for international cooperation.

We look forward to your response and remain at your disposal for further discussion.

Best regards,

Andrea Succi, creator of this initiative, on behalf of 45 Italian CISOs (or similar profiles) and of CISOs4AI https://cisos4ai.org/

Luca Moroni on behalf of CSA Cyber Security Angels https://cybersecurityangels.it/ 

Alessandro Oteri on behalf PensieroSicuro Network https://www.pensierosicuronetwork.it/

If you are interested in joining as a signatory or supporting this initiative, please let us know so we can include your name in future correspondence with ENISA.

The Future of CVE Is at Risk

Yesterday, MITRE released an urgent communication to the global cybersecurity community: the funding pathway for the CVE (Common Vulnerabilities and Exposures) program is set to expire today, April 16, 2025.

Without immediate intervention, the world’s most critical reference for vulnerability management could face a service disruption, with potentially devastating consequences for all digital ecosystems.

Why does this matter?

CVE is the backbone of vulnerability identification and coordination. Every security tool, advisory, and incident response process relies on it. As MITRE warns in their letter, a break in service would mean:

  • Deterioration of national vulnerability databases and advisories
  • Disruption for tool vendors and incident response teams
  • Increased risks for critical infrastructure across the globe

“If a break in service were to occur, we anticipate multiple impacts to CVE, including deterioration of national vulnerability databases and advisories, tool vendors, incident response operations, and all manner of critical infrastructure.”
— MITRE, April 15, 2025

What can we do in Europe?


As a CISO and member of the Italian and European cybersecurity community, I believe this is a wake-up call.

We cannot afford to be passive spectators. The time has come for Europe to step forward and ensure the continuity of this essential service.

Our proposal:

  • Immediate engagement with ENISA (the European Union Agency for Cybersecurity) to coordinate a European response and ensure continuity of the CVE program, even temporarily.
  • Direct contact with MITRE to offer European support and collaboration.
  • Mobilization of the CISO community and all relevant associations to advocate for a unified, proactive approach.

I am coordinating an open letter to ENISA on behalf of the Italian CISO community, calling for urgent action and offering our collective expertise and support. If you want to be part of it let me know!

How you can help:

  • Share this news to raise awareness.
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  • Let’s make our voice heard: Europe must not be left vulnerable.

You can read more here and the MITRE communication here.

This is a crucial moment for our digital future.

If you want to join or support the open letter, comment below or contact me directly. Together, we can make a difference.

The Threat Intelligence Sharing Project

It’s always a pleasure to feature insightful guest contributions here on CyberSec Café. Today, I bring you an article that dives into the transformative power of collaboration in cybersecurity.

This piece explores the Threat Intelligence Sharing Project, an initiative that exemplifies how collective efforts and innovative platforms— like Malware Information Sharing Platform (MISP) —can redefine the way we tackle cyber threats. I’m thrilled to share this with our readers, as it highlights practical approaches to making our digital world safer.

Threat Intelligence Sharing Project leveraging MISP for cybersecurity

Introduction to the Threat Intelligence Sharing Project

In today’s digital age, cybersecurity is a top priority for all businesses, large and small. Increasing cyberattack attempts require sophisticated tools and collaborative strategies to ensure the protection of sensitive data and corporate infrastructure. In this context, in 2024 several CISOs decided to join forces and develop a project called “Threat Intelligence Sharing”; an initiative to optimize the rapid and efficient sharing of Indicators of Compromise (IoCs), to materialize a common vision of collaboration.

Objectives of the Threat Intelligence Sharing project

The  main objective of the Threat Intelligence Sharing  project is to share, in the shortest possible time, the Impairment Indices defined as Gold. These IOCs, identified as particularly relevant and critical, are collected by the various companies participating in the project, through their security systems. Timely implementation of these IOCs in a preventative mode can help all companies involved stop attack attempts before they can cause damage.

What Are Gold IOCs?

Gold IOCs are compromise identifiers that have passed a rigorous validation process and have been classified as highly reliable.

Transforming a Compromise Indicator (IoC) into a Golden IoC requires several key steps:

  • IoC identification
  • Collection of all available data
  • In-depth analysis
  • Assessment of severity and assignment of Golden IoC status.

These steps ensure the accuracy, reliability, and relevance of the indicator for sharing.

These indexes include information about malicious IP addresses, malicious file hashes, phishing URLs, and other characteristics that can be used to detect and prevent cyber threats. Sharing these Gold IOCs allows companies to obtain a high level of protection, based on verified and up-to-date data.

How MISP Powers Collaboration

The strength of the Threat Intelligence Sharing  project lies in the collaboration between the participating companies. Each company contributes its own observations and analysis of security systems, creating a shared database of IOC Gold. This database is accessible to all the entities involved in the project, which can use it to improve their defenses. Collaboration allows you to have a more complete and up-to-date view of threats, facilitating the prevention and response to attacks.

Implementation and benefits

How to share

Gold IOCs are shared through the Malware Information Sharing Platform (MISP), an open-source platform that facilitates the exchange of threat information between different entities. MISP allows you to automate the sharing process, ensuring that IOCs are deployed quickly and securely. Companies can configure MISPs to receive real-time updates, immediately integrating them into their defense systems.

Benefits of implementation

Implementing Gold IOCs in preemptive mode offers several benefits:

  • Proactive protection: The ability to block attack attempts before they can compromise business systems.
  • Constant updates: Gold IOCs are continuously updated, ensuring that defenses are always based on current information.
  • Reduce risk: Sharing information allows you to identify and mitigate emerging threats in a timely manner.
  • Resource efficiency: Using validated IOCs reduces the time and resources required for investigation and incident response.

The crucial advantage of having validated Threat Intelligence information through the Threat Intelligence Sharing project is its ability to enhance risk mitigation against targeted cyber threats across industries and regions. Unlike using IOCs from open or paid intelligence sources, which can provide millions of indicators of compromise, but often not relevant to the business context, the information shared in the Threat Intelligence Sharing project  is highly selective and relevant. These Gold IOCs are validated and contextualized, ensuring that companies receive accurate and relevant data to the real threats they face. This targeted approach reduces noise and false positives, allowing companies to focus their resources on preventing and responding to attacks that have a high impact in their specific context, thus improving the efficiency and effectiveness of their cyber defenses.

Conclusions

The “Threat Intelligence Sharing” project represents a fundamental step in the collaborative protection of corporate infrastructures. Sharing Gold Impairment Ratios allows you to achieve a proactive and efficient defense, based on verified and up-to-date data. The collaboration between the participating companies, facilitated by the MISP platform, guarantees a rapid and coordinated response to cyber threats, improving the overall security of all the entities involved. In an increasingly interconnected and vulnerable world, initiatives such as Threat Intelligence Sharing are essential for protecting corporate data and infrastructure, ensuring a more secure digital future.

The Digital Shadow

Shadow and Ghost Data in cloud computing.

It is a pleasure to present an article in collaboration with Fabrizio Saviano.

Fabrizio is a dynamic cybersecurity leader with extensive experience as a Chief Information Security Officer (CISO) for top companies. He also served as an Intrusion Squad Officer at Polizia Postale, bringing a wealth of knowledge in cyber defense and security strategy. Fabrizio is the author of three influential books, including Cybercognitivismo and Come non essere spiati su internet, which explore the nuances of digital privacy and cybersecurity. His work combines practical expertise with a passion for educating others on navigating the digital world safely.

So without further ado…

Shadow Data and Ghost Data in the Era of Cloud Computing

In the era of cloud computing, data security has become a major concern for both individuals and organizations. Beyond the well-known concept of Shadow IT, two lesser-known but equally dangerous phenomena are emerging: Shadow Data and Ghost Data. These represent a new frontier in cybersecurity, bringing unique challenges and significant risks that need to be addressed with care and awareness.

Shadow IT: The Hidden Precursor

Before delving into Shadow Data and Ghost Data, it is important to understand the context in which they emerge. Shadow IT refers to the unauthorized use of cloud services such as WhatsApp, Gmail, WeTransfer, or Dropbox within an organization. These tools can be useful but create security, compliance, and cost control issues when used without IT department supervision.

Shadow Data: The Hidden Threat in the Cloud

Shadow Data is an extension of the concept of Shadow IT. It involves content that is improperly uploaded, saved, and shared on cloud storage platforms like Microsoft OneDrive, Google Drive, or Amazon Web Services. Their elusive nature makes it difficult for corporate IT security teams to monitor and protect this data. Risks associated with Shadow Data include insecure sharing, indexing of sharing URLs by search engines, and exposure of sensitive data.

One of the most evident dangers is vulnerability to online searches. Often, URLs used to share data can be discovered through hacking techniques like Google Dorks, making information potentially accessible to anyone. Additionally, incidents like those involving Amazon’s S3 storage have shown that even the most reliable cloud services can be vulnerable.

Ghost Data: The Phantom of Digital Past

Ghost Data represents an even more insidious risk. These are data that users believe they have deleted from cloud services but actually persist in providers’ storage systems. This phenomenon underscores a fundamental truth: data deletion in the cloud is not always permanent. The origins of Ghost Data can vary from incomplete file deletion to device disposal without proper data erasure, to loss or theft of inadequately protected devices.

The Extent of the Problem: Alarming Data

Recent research has revealed worrying data about the impact of Shadow Data and Ghost Data. It is estimated that 60% of security problems in cloud accounts stem from unprotected sensitive data. Furthermore, about 30% of analyzed cloud data stores contain Ghost Data, with 58% of this data including sensitive or highly sensitive information. These numbers highlight the urgency of addressing the issue of Shadow and Ghost Data seriously and proactively.To mitigate the risks associated with Shadow Data and Ghost Data, a multi-layered approach is essential.

First and foremost, user education and awareness are crucial. Users must be trained on the risks of improper data sharing and correct privacy practices in cloud services. It is also important to promote the use of strong passwords and develop a culture of cybersecurity within the organization.

Monitoring and Control are equally crucial. Companies should implement software for identifying and analyzing Shadow and Ghost Data, establish clear policies for their management, and conduct periodic reviews of data present in cloud systems and company devices.

Proactive protection includes using encryption tools for sensitive data and implementing secure backup systems. Additionally, solutions for secure and permanent data deletion are essential to ensure that deleted data cannot be recovered in the future.

Shadow Data and Ghost Data represent a growing challenge in the cybersecurity landscape. With the continuous evolution of cloud technologies and increasing reliance on these services, it is crucial that individuals and organizations remain vigilant and proactive in managing their digital data. The cybersecurity of the future will not only be a matter of advanced technology but also awareness and responsible behavior. Only through continuous and conscious commitment can we hope to navigate safely through the increasingly deep and complex waters of the digital world.

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