AI selloff pushes Nasdaq into correction - Tustin AI Daily Briefing, Nov 6

Tustin AI Daily Briefing · Nov 6, 2026 · 6:42

0:006:42

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

AI-led selloff pushes Nasdaq into correction — and investors now want Anthropic's IPO repriced toward $1T
Cost overruns kill AI projects three times as often as compute shortages
Google's TPUv7 beats Nvidia on tokens-per-dollar for real agentic workloads
Cyera is raising about $800 million at a $20 billion valuation, led by seed investor Cyberstarts
The data-center backlash has a price, and Scotland just set the benchmark
Mistral Large 4 ships open weights — and complicates the self-hosting math
How to actually run a B2B creator program (from someone who fields 75+ inbound pitches a month)
TSMC is drawing up plans to make 3D DRAM — at Nvidia's request
Anthropic won't fix a Claude Dispatch flaw that could let attackers execute remote commands across corporate boundaries
Together AI ships a compiler that automatically retunes inference as models and workloads change
Even Visa's best AI shopping agents failed nearly one in five tests
Garry Tan: a bipartisan opening to break Big Tech's distribution chokehold on AI
Sarah Guo: "software" is being redefined by AI-native delivery, not SaaS
Nate B Jones: the consumer AI UX gap is 1,000,000x the surface area of Codex nits
Ethan Mollick: current models are already good enough for national-scale public-benefit crash projects
Bill Gurley flags a must-read NYT piece on the "why" behind AI dynamics
Nathan Benaich: agents autonomously ran 12 expert interviews in 2.5 days
Vercel's COO: 10 SDRs down to 1, a $5K/year lead agent, 93% of support cases handled by AI
From data to vectors to context: Pinecone's "deciding layer" above retrieval

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