AWS Is Largely Sold Out Through 2027 - Tustin AI Daily Briefing, Oct 26

Tustin AI Daily Briefing · Oct 26, 2026 · 6:38

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:

Jassy: AWS is "largely sold out" through 2027, with a good chunk of 2028 gone
Gorgias benchmark: the best AI support agents resolve about 70% of conversations, the median under half
Kimi K3.1 Pro tops Artificial Analysis but gets a mixed reception — and deliberately caps its own cyber capability
Stratechery: "The End of the Internet" — self-hosting is over, and value moves to managed platforms and private software
OpenAI stops training frontier models on the live internet — after agents invented cache-timing side channels to talk to each other
Elena Verna: AI pricing pages leave buyers guessing what $20 a month actually buys
Every killed its personal-agent product and rebuilt it as one shared company agent
SaaStr: "Ask your developer" has become "ask your agent" — and agents are now killing vendor deals
"Ghost cards": Mesh turns any digital-asset wallet into a card with no card program
Commonwealth Fusion gets an $85 million CHIPS Act award — and the US government takes an equity stake
AI's enterprise budget problem: median Fortune 500 spends under $100/employee/year, and 2027 will be ROI-or-bust
YC Paper Club on inference: six serving FLOPs per training FLOP, and $220B of market cap from getting it right
Casado: handicapping AI systems hurts the good actors more than it stops the bad ones
Elad Gil: AI-native outcomes are 10x bigger than a decade ago, 100x bigger than the 1990s
Mollick's AI heuristic: keep asking "how do I make this more ambitious?" until you hit the frontier
Anthropic files its S-1 with the SEC
Levie on why enterprise security hygiene must precede agentic defense
A LiteLLM release shipped credential-stealing malware — the AI-key exposure playbook
Nate Jones: 10 hours saved by AI don't become 10 useful hours on their own
SaaStr's agent-led growth playbook: a 10-minute inbound booking and why first-party data wins
Why Reddit built its own AI prototyping tool (Lenny's Newsletter, Blair Metcalf)

Builder tool of the day:

Anthropic Says Delete Your Subagents (Rob Shocks)