Podlipodcast player Webplayer

Tustin AI Daily Briefing

Tustin AI Daily Briefing

CPU shortage hits startups as spot pricing vanishes - Tustin AI Daily Briefing, Sep 25

Tustin AI Daily Briefing · Sep 25, 2026 · 5:05

0:005:05

Listen in the Podli app 🎧

Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.

Stories in today's episode — tap a headline to read the full piece:

A growing CPU shortage is now hitting startups — spot pricing has vanished and reservations need 12 months of lead time
Researchers went from a bug in OpenAI's community forum to its internal monorepo in under 72 hours — via one employee's connected Codex environment
Oracle sent a force majeure notice on Project Jupiter, a $165 billion New Mexico data center — shares of Oracle, Blue Owl and Bloom Energy all fell
ServiceTitan cut off Podium's integration for roughly 1,000 shared customers — and kept essentially all of them, but its growth rate didn't move
SaaStr's inbound AI agent: 17,000 conversations, about 600 meetings booked, 60% more new business — run by three humans
"There are no more moats. You never had one" — migrations are free, contracts are monthly, and buyers leave the moment something better ships
36.1% of YC companies with an MCP server have no public API at all
Tunguz: software engineering has become systems architecture — Artemis merged 30,000 PRs in eight months, going from 2 to 16 per engineer per day
"Foundries vs. Navigators": the highest-leverage AI in science isn't a science-trained model — it's the one deciding what's worth doing

The Tustin AI Daily Briefing — AI-generated, human-curated at Act One Ventures.

← Only 19 of 323 neoclouds earn a ClusterMAX medallion… Instinct raises $1B at a $10B valuation to build rival AI… →

Episodes: Tustin AI Daily Briefing

PodliGet the free Podli app