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Tustin AI Daily Briefing

Tustin AI Daily Briefing

Instinct raises $1B at a $10B valuation to build rival AI agents - Tustin AI Daily Briefing, Sep 28

Tustin AI Daily Briefing · Sep 28, 2026 · 4:53

0:004:53

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

Instinct raises $1B at a $10B post-money to build general-purpose AI agents — a direct Muse rival
Stratechery: agents are the ultimate Aggregators — apps are a means, not an end
SaaStr: publish the deepest, most direct competitive evals you can — case study, $100M ARR Gorgias
Zhipu used GLM-5.3 to automate its own inference infrastructure — GLM-5.3 Flash to production in under two weeks, 3x throughput
Periodic Labs trains a 1T-parameter model with RL from a physical lab — 55.3% on FrontierXRD vs 2.7% for Kimi 2.6
Nubank in talks to buy Monzo for up to $13bn — and three bank leadership teams are at "DEFCON 1" over Muse
Every's Vibe Check: Opus 5.5 matches or beats Fable 5.1 on product and design work at 60 percent less per token
AI Snake Oil: p(doom) estimates are too unreliable to inform policy — and the range is 100x wide
Axios: the AI industry's partisan alignment may be a "massive self-own"

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

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