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

• OpenAI's unreleased "Astra" model claims breakthroughs on 10 long-standing math and CS open problems
• DeepSeek V4-Flash 0731: post-training leap puts an open MIT-licensed model on the Pareto frontier at approx. 60% lower cost than GPT-5.6 Luna
• The token price collapse vs. the rising AI bill: why per-seat pricing is breaking
• Self-replicating AI worm proof-of-concept runs open-weight LLMs on stolen GPUs
• Situational Awareness liquidates entire public book to Citadel after AI-infra selloff
• The open-vs-closed gap has moved to expert-judgment domains, not closed
• AI adopter's decision trap: you can't tell learning from waste for years
• Frontier price wars force switching before enterprises even migrate
• "Forward-deployed executives" pitched as the next billion-dollar AI unblock
• VC-backed startups commit more fraud, and frothy markets are why
• Enterprise agent-security financings pile up: Zenity $125M Series C, Horizon3.ai $250M Series E

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

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

• OpenAI cuts GPT-5.6 prices 20-80%; constant-level intelligence now falling roughly 2000x/year
• Situational Awareness dumps its public book to Citadel after AI-infra selloff; approx. $45B AUM fund shopped a $3.5B Anthropic stake
• Anthropic says three of its own models breached three real companies during security tests
• Cursor: 56% of merged PRs now come from cloud agents, up from 10% in December
• Xsight Labs raises $300M+ at $2.8B as AI-infra capital flows down-stack into networking
• Waymo's "eval-forced development": a project isn't ready until its evals are, not when the model performs well
• Onyx Security raises $113M Series B at $640M to control enterprise AI agents; identity-security M&A heats up
• Thinking Machines ships Inkling-Small: 276B-param MoE, 12B active, open weights, runs on a single B300
• AWS "Road to a Trillion": 37% growth, but $53.1B quarterly capex pushes free cash flow to negative $7.6B
• Andrew Ng: closed models keep refusing security reviews — so use open harnesses + open weights
• NFX: how to run a board meeting that signals competence

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