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Three Buddy Problem

Three Buddy Problem

By: Security Conversations
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The Three Buddy Problem is a popular Security Conversations podcast that goes beyond industry talking points to discuss what others won’t -- nation-state malware, attribution, cyberwar, ethics, privacy, and the messy realities of securing computers and corporate networks. Hosted by three veteran security pros -- journalist Ryan Naraine and malware paleontologists Costin Raiu and Juan Andres Guerrero-Saade -- the weekly show attracts a highly engaged audience of security researchers, corporate defenders, CISOs, and policymakers. Connect with Ryan on Twitter (Open DMs).© 2026 The Naraine Group Politics & Government
Episodes
  • Microsoft's Secret Weapon: The GDID That Caught 'Scattered Spider' Teen
    Jul 4 2026

    (Presented by Thinkst Canary: Most Companies find out way too late that they’ve been breached. Thinkst Canary changes this. Deploy Canaries and Canarytokens in minutes and then forget about them. Attackers tip their hand by touching ’em giving you the one alert, when it matters. With zero admin overhead and almost no false-positives, Canaries are deployed (and loved) on all 7 continents.)

    Three Buddy Problem - Episode 104: We discuss the return of Anthropic's Fable 5 from export-control suspension with guardrails so aggressive that spelling "exploit" gets you downgraded. Plus, a debate on AI frontier labs killing businesses at scale, and OpenAI offering equity to the US government.

    Also, buried on page nine of a 'Scattered Spider' arrest indictment: Microsoft's never-before-detailed GDID device identifier, a persistent Windows fingerprint with massive implications for OPSEC, privacy, and APT tracking.

    Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu.

    Timestamps:
    0:00 Cold open: Heat wave in Washington DC
    3:45 Fable 5 returns after the 15-day timeout
    5:21 "Refined classifiers" and the downgrade-to-Opus mess
    8:23 Codex vs. Claude: real-world malware analysis test
    12:41 Who are the guardrails for? Defenders locked out
    19:13 What even is a "jailbreak assessment framework"?
    21:37 Two theories: failed PR vs. killing a thousand startups
    24:59 Could the labs build kernels or a whole OS?
    31:38 Bureaucracy is the moat
    36:09 Can AI actually run an attack? (Spoiler: 14 detections)
    47:01 OpenAI offers the US government a 5% stake
    58:16 Scattered Spider arrest and Microsoft's GDID revelation
    1:12:02 OPSEC fallout: how APT groups adapt to device telemetry
    1:27:18 UFO update, shout-outs from Seoul

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    1 hr and 36 mins
  • US Gov Takes the Wheel: Who Gets to Use the Best AI?
    Jun 29 2026

    (Presented by Thinkst Canary: Most Companies find out way too late that they’ve been breached. Thinkst Canary changes this. Deploy Canaries and Canarytokens in minutes and then forget about them. Attackers tip their hand by touching ’em giving you the one alert, when it matters. With zero admin overhead and almost no false-positives, Canaries are deployed (and loved) on all 7 continents.)

    Three Buddy Problem - Episode 103: We dive into the U.S. government's takeover of frontier-model rollouts (Mythos, Fable, and OpenAI's Sol/Terra/Luna) and what it means when intelligence gets commoditized but access gets rationed.

    Plus, Costin's all-Chinese open-weight stack, the economics of burning tokens, a fresh Salesforce OAuth breach, and jellyfish UFOs over Iran.

    Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu.

    Timestamps:
    0:00 — Introductory banter, Thinkst Canary sponsorship
    2:55 — Why threat intel analysts are built for the AI moment
    11:09 — Government takes the wheel: Mythos, Fable & the frontier labs
    16:15 — Did the government go too far/not far enough?
    25:42 — Anthropic's "best PR campaign in history"
    31:52 — Alibaba, distillation & the model-router cartel
    40:58 — Costin's stack: Chinese open-weight models & token economics
    46:12 — Dumping, evals & the real work of AI engineering
    1:04:32 — Soft power: how the world gets pushed toward China
    1:14:43 — "The bullshit": over-refusal & the Opus 4.8 regression
    1:32:03 — The trillion-dollar IPO endgame
    1:35:49 — The Klue OAuth breach and secure-by-default
    1:45:32 — Shout-outs: UAP jellyfish, LABScon 2026

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    1 hr and 54 mins
  • Katie Moussouris on the Anthropic Export-Control Mess
    Jun 19 2026

    (Presented by TLPBLACK: A cybersecurity intelligence platform focused on sharing curated, high-sensitivity threat insights and research with trusted security professionals.)

    Three Buddy Problem - Episode 102: Software export controls expert Katie Moussouris joins the show to unpack the US government's abrupt move to suspend access to Anthropic's most powerful models over a so-called "jailbreak" that, on reading the paper, turned out to be a model doing exactly what defenders are supposed to do.

    We dig into the export-control chaos, the chemical-weapons framing of cybersecurity, the China question, and why Microsoft just resurrected a disclosure term the industry buried fifteen years ago.

    Cast: Katie Moussouris, Juan Andres Guerrero-Saade and Ryan Naraine. Costin is traveling.

    Timestamps:
    0:00 - Introductory banter
    1:00 - Export Controls: Fable 5 and Mythos 5 suspended
    3:40 - The Anthropic–USG relationship and USG’s surveillance claim
    9:40 - Self-owns, doomsday cults, and why the guardrails are "so broad"
    12:42 - What the Amazon paper actually says ("fix this code")
    20:33 - The chemical-weapons framing problem
    23:39 - The China question and the SK Telecom angle
    41:17 - Why hasn't the paper been published?
    57:01 - "Free Fable": are Chinese models only months behind?
    1:00:13 - The unforgiving internet and the security poverty line
    1:11:18 - Microsoft brings back "responsible disclosure" (and threatens researchers)
    1:29:04 - Luta Security, the AI bug flood, and shout-outs

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    1 hr and 38 mins
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