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Three-Week Update: The Evidence So Far:

It has been three weeks since I published this, so here is a quick update on what has landed against the eight Perfect Storm concerns. Short version: the evidence is arriving faster than I expected.

AI-found latent vulnerabilities. Anthropic's Project Glasswing announcement (April 7) detailed Mythos Preview finding a 27-year-old TCP SACK bug in OpenBSD, a 16-year-old FFmpeg flaw, and CVE-2026-4747 (a 17-year-old FreeBSD NFS RCE, exploited autonomously). Less than three weeks later, Xint disclosed CVE-2026-31431 "Copy Fail", a 9-year-old Linux kernel privilege escalation found with AI assistance, enabling container escape from any Kubernetes pod. Linux kernel bug reports have reportedly climbed from 2 per week to 10 per week.

AI in criminal hands, faster than expected. Google Threat Intelligence Group disclosed on May 11 high confidence that a criminal actor used an AI tool called "OpenClaw" to find a 2FA bypass zero-day, planning a mass exploitation event that GTIG disrupted. This is the first confirmed criminal AI-driven zero-day discovery at scale.

CLASP-class supply chain attacks, validated structurally. The biggest news. On May 11, TeamPCP published 84 malicious versions across 42 @tanstack/* npm packages in a 26-minute window, plus @uipath/* (65 packages), @mistralai/* on both npm and PyPI, and others. Over 170 npm packages and 404 malicious versions in a single coordinated campaign. Tracked as CVE-2026-45321. The critical detail: this was the first npm supply chain attack to publish malicious packages with valid SLSA Build Level 3 provenance attestations. Sigstore verified the build correctly because the build pipeline itself was hijacked. Diff review would have caught nothing. This is exactly the trust-signal weaponisation pattern CLASP describes. (TanStack postmortem, Wiz analysis.)

Three days later, node-ipc (10M weekly downloads) was compromised across two major version lines simultaneously. Different actor, same playbook.

The patch flood. May Patch Tuesday hit 132 to 139 CVEs depending on the tracker, including CVE-2026-41089 (Netlogon RCE, CVSS 9.8) and a CVSS 10.0 Azure AI Foundry flaw. First Patch Tuesday since June 2024 with no zero-days at release. Then 48 hours later, CVE-2026-42897 dropped: an Exchange OWA zero-day exploited in the wild, no patch available, mitigations only. Separately, CVE-2026-41940 (cPanel auth bypass, CVSS 9.8) is under mass exploitation, with roughly 1.5 million instances exposed and 44,000 confirmed compromised. cPanel underpins 70 million domains.

The "not worth exploiting" middle has visibly disappeared. cPanel hosting providers, regional SaaS vendors, individual developer machines via npm. All being hit at scale.

Cyber insurance is tightening on the predicted schedule. S&P forecasts 15 to 20 percent premium increases for 2026. 27 percent of data breach claims are now being denied. ISO filed three new AI exclusions (CG 40 47, CG 40 48, CG 35 08) effective January. Berkley, Chubb, Travelers, and Berkshire Hathaway have all moved to strip AI-related damages from corporate policies. The "silent cyber" mistake is being replayed with "silent AI."

The "wild ride" framing was, if anything, conservative on timing. I will keep tracking and post a fuller writeup once a few more data points land.

Full primary sources and a longer analysis in the markdown writeup I am publishing separately.

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