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Tustin AI Daily Briefing

Tustin AI Daily Briefing

Hidden chain-of-thought decoded from frontier APIs, leaking secrets - Tustin AI Daily Briefing, Aug 12

Tustin AI Daily Briefing · Aug 12, 2026 · 6:48

0:006:48

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

Hidden chain-of-thought can be decoded from frontier APIs — and it's leaking API keys, emails and passwords
Tunguz: in every software category, one AI-story winner is trading at a massive premium to its peers
Every's build-vs-rent-vs-buy map for company-wide agents, with Stripe's Kai and Shopify's River as the high-ownership end
Salesforce's Agentforce GM on renaming CRM, pricing agents, and $100M of pipeline from leads they used to ignore
Kingswood's Alex Wolf: software valuations aren't low enough yet, but 2021 debt maturities will force the reset
Nvidia ships Nemotron 3.5 Lightning (30B MoE, 3B active) plus NeMo Switchyard, an open router that cuts agent task costs to a third
195 companies became unicorns in H1 2026 — more than all of 2025, led by robotics and AI
Interconnects: models are stagnant at long-form technical writing, and that's a warning about "AI solves science"
Attestable raises $20M seed for zero-knowledge proofs of AI inference, with Vitalik estimating sub-10x overhead
Lovable raises $400m Series C at $13.3b, CodeRabbit $143m at $1.5b, and Cursor prepares a GitHub-rival code review product
Chai Discovery, two years old and worth $4B, is the sign that pharma will finally buy AI tools rather than build drugs

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

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