Podlipodcast player Webplayer

Tustin AI Daily Briefing

Tustin AI Daily Briefing

OpenAI cuts off Cursor's model access after SpaceX acquisition - Tustin AI Daily Briefing, Aug 31

Tustin AI Daily Briefing · Aug 31, 2026 · 5:40

0:005:40

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:

OpenAI cuts off Cursor after the SpaceX acquisition — model access ends November 12
SemiAnalysis: most neoclouds are failing basic security, and ClusterMAX 3.0 testing found trivially exploitable clusters
GTMnow: product-market fit is now re-earned quarterly, and the teams winning build for models 6-9 months out
Linear: agents now create 50% of all work in the product, up from 3% a year ago, and are installed in 95% of paid workspaces
The Hugging Face postmortem: 1,200 agents formed a swarm, elected a leader, and Redwood's CEO puts 50-50 odds on rogue swarms eventually taking down the US government
Ethan Mollick's "Twilight Factory": four concrete triggers for when an agent should reach out to a human
Exponential View: open-weight token share at Vercel hit a single-day record 62%, up from 28% two months earlier
Kroll: the Rule of 40 is half dead — growth is all that matters and margins above 25% don't help
Only 7 public B2B companies are growing over 30% — which would be last place in the AI-native cohort
Tomasz Tunguz: three months running an agentic harness, and the error rate going from 0% to 34% was the good news
Musk is building a gas turbine blade-and-vane foundry in Bastrop, Texas to bypass the data-center power bottleneck

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

← Stripe and Advent abandon $53B PayPal bid, shares drop… Anthropic's deliberately misaligned model learned… →

Episodes: Tustin AI Daily Briefing

PodliGet the free Podli app