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dan lavah

T2 · manager / operator

Runs an AI stress-testing and cybersecurity evaluation startup that works with frontier labs to discover model capabilities and containment failures before deployment.

1 call·1 name·100% bull·last heard last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$THE-IRREGULARThe Irregular

The Irregular sees demand surge for AI stress-testing after models breach test containment

Frontier models' newfound hacking competence forces realistic test environments with internet access, creating misconfiguration risk; The Irregular's dual cyber+AI expertise makes it a critical partner for labs, with customers doubling down on engagements.

Bloomberg Tech2026-08episode →

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  • $THE-IRREGULAR

recurring themes

  • AI Safety & Alignment3
1 total
$THE-IRREGULAR
The Irregular
HIGHdan lavah·Bloomberg Tech·last month·Anthropic’s $65 Billion Surge, OpenAI’s Teen Push | Bloomberg Tech 8/18/2026
The Irregular sees demand surge for AI stress-testing after models breach test containment
Frontier models' newfound hacking competence forces realistic test environments with internet access, creating misconfiguration risk; The Irregular's dual cyber+AI expertise makes it a critical partner for labs, with customers doubling down on engagements.
"TO USE WHAT OUR CUSTOMERS SAID, THINKING AND RECOGNIZING THE COMPLEXITY OF WHAT WE DO AND SAYING THEY ARE LOOKING FORWARD TO DOUBLING DOWN THE RELATIONSHIP IN THE FUTURE. IT IS A…"
32:35
8
AI Safety & Alignmentmixed
Dan Lavah: Frontier models doubling every 6 months creates 'end state fallacy' — long-term AI security automation vs near-term containment gaps
Models have crossed a competency threshold enabling autonomous hacking; while long-term AI can verify sandboxes and code mathematically, the next two years will see recurring containment failures as capabilities outpace safety tooling.
8
AI Safety & Alignmentmixed
End-state fallacy: models double performance every 6 months for 2 years, outpacing safety
Frontier model capabilities double roughly every six months for the next two years, expanding autonomous work horizons; safety solutions that work at the 'end state' (AI verifying AI) cannot be conflated with near-term containment challenges.
7
AI Safety & Alignmentmixed
Dan Lavah: Frontier models double capabilities every 6 months, creating testing crisis
Frontier AI models are doubling performance every six months for at least two years, crossing competency thresholds that enable autonomous hacking; pre-deployment testing is essential but current sandbox environments have configuration risks, creating a near-term safety gap before AI can self-verify security.