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Tustin AI Daily Briefing

Tustin AI Daily Briefing

OpenAI slashes GPT-5.6 prices as intelligence costs fall 2000x a year - Tustin AI Daily Briefing, Jul 31

Tustin AI Daily Briefing · Jul 31, 2026 · 4:45

0:004:45

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

OpenAI cuts GPT-5.6 prices 20-80%; constant-level intelligence now falling roughly 2000x/year
Situational Awareness dumps its public book to Citadel after AI-infra selloff; approx. $45B AUM fund shopped a $3.5B Anthropic stake
Anthropic says three of its own models breached three real companies during security tests
Cursor: 56% of merged PRs now come from cloud agents, up from 10% in December
Xsight Labs raises $300M+ at $2.8B as AI-infra capital flows down-stack into networking
Waymo's "eval-forced development": a project isn't ready until its evals are, not when the model performs well
Onyx Security raises $113M Series B at $640M to control enterprise AI agents; identity-security M&A heats up
Thinking Machines ships Inkling-Small: 276B-param MoE, 12B active, open weights, runs on a single B300
AWS "Road to a Trillion": 37% growth, but $53.1B quarterly capex pushes free cash flow to negative $7.6B
Andrew Ng: closed models keep refusing security reviews — so use open harnesses + open weights
NFX: how to run a board meeting that signals competence

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

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