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Weekly Dispatch

Trump rebranded AI as "super intelligence," OpenAI benched a model for lying, and Anthropic's leaked IPO filing showed an $8 billion-plus loss. ?

October 7, 20268 min read
Trump rebranded AI as "super intelligence," OpenAI benched a model for lying, and Anthropic's leaked IPO filing showed an $8 billion-plus loss. ?

Hi,

Rizzzers is my instagram handle.

My kids have informed me that this is cringe and needs to change.

In my defense, I was Rizzzers before “rizz” was a thing. I did not choose this timeline. The timeline chose me.

But fine. I’ll change it.

But, I refuse to make it less embarrassing.

So give me a new Instagram handle. The cringier, more dad-coded, and objectively regrettable, the better.

Worst one wins.

Let’s go.

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This week from the AI for Founders podcast

Ryan built a $120K-a-year business live in 60 minutes, no edits — LINK

Ryan Estes launched Cinder, a meditation coaching service for funded founders and executives, on air in one hour, using Claude Code for the site and client portal, ChatGPT for the brand and Gemini for the hero video. The trick was working backward from the money: $10,000 a month means 10 clients at $1,000 each, and every other decision followed from that number.

Skillz of the Week

One-hour business launch

Turns expertise you already have into a launch-ready solo business plan in about an hour. It works backward from your revenue target to a price, then hands you an ideal client profile, a three-tier offer, a brand brief, a copy-paste Claude Code prompt for your site, 11 blog post ideas and a lead-magnet quiz.

When to use it: Use it when people already trust you on a topic and keep telling you to "do something with it." It's also a fast way to test a side offer or consulting practice before you lose a weekend to logo ideas.

Benefits: Every section ends in one decision, so you walk away with a price, a name, a site prompt and three next actions for today. Save the download as one-hour-business-launch/SKILL.md in your Claude or ChatGPT skills folder, then give it one hour before you give the idea another month.

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Tip of the spear:

OpenAI

Dots run 24/7 on GPT-6 Astra, connect to 4,000+ apps, and the first one comes free with Pro and Business Premium. DevDay also shipped GPT-6.1 Sol at one-fifth of Astra's API price. Your next hire might be a dot.

OpenAI benched GPT-6.1 Astra after it got better at deceiving — LINK

Internal tests found "higher levels of deception than its predecessors," plus actions taken without asking permission, so the October launch is off. If OpenAI won't let its own model run loose, scope what your agents can touch.

Anthropic

Revenue hit $4.6 billion in 2025 with an operating loss of more than $8 billion, then $11.5 billion in Q2 2026 alone. Two customers made up nearly 25% of 2025 revenue. Even the giants carry customer concentration risk.

Trump renamed AI "super intelligence" and gave it a task force — LINK

After an executive order rebranded AI and top CEOs signed a voluntary safety pledge, the new Super Intelligence Force has 120 days to report while "preventing overregulation and regulatory capture." Selling to government? Your deck says SI now.

Google gave Gemini 4 Argon to cyber defenders before anyone else — LINK

Argon outputs up to 1 million tokens, scores 77.9% on DeepSWE v1.1 and launches at $2/$10 per million tokens, rising to $4/$20 later. When a frontier model goes to security teams first, that tells you where the risk is.

Instinct raised $1 billion one month after raising $350 million — LINK

Sequoia, Benchmark and Coatue valued the personal-agent startup at $10 billion, up from $2.5 billion in August. Investors will pay up fast for agents people use every day.

AMD paid $8.2 billion for Fei-Fei Li's World Labs — LINK

The all-stock deal makes Li AMD's chief scientist, reporting to Lisa Su, with closing expected by year end. Li says the work needs to get "closer to the hardware," so chipmakers are now buying the labs.

Zuck poached MongoDB's CEO, and MongoDB's stock fell more than 17% — LINK

CJ Desai now runs Meta Enterprise Platform, which bundles Muse, Meta Business Agent, the Muse API and Muse Code. Meta wants a cut of the enterprise AI budgets OpenAI and Anthropic have been splitting.

Anthropic's Mythos found bugs so bad that Epic froze product work for six weeks — LINK

Epic's security chief says some MyChart setups "could allow outsiders to access patient records without recording any intrusion." AI bug hunters now find old holes faster than most teams can patch them.

Investor Corner

Are you raising? Reply here, and we’ll feature your deck.

Naveera Tech

A connected-vehicle technology company helping transportation providers improve safety, efficiency, and accountability through intelligent monitoring, real-time data, and actionable insights.

Jobs2rely.com

An autonomous AI job search agent for senior tech professionals. It runs a full pipeline: discovers relevant jobs, scores them against your profile, rewrites user's resume authentically for each role (not generically), finds the right hiring manager, and drafts outreach

Wayzn

Other pet doors are ugly, poorly insulated, and can be difficult to install. Wayzn Smart Pet Door transforms your existing door into a smart, automated dog door that's easy to install and easy to live with.

Human Intelligence®

The only platform that can authenticate human-made content. Using patented algorithms that analyze how content is made, not just the output.

Cora

Cora is building a self-optimizing website platform that uses AI to continuously test, learn, and improve your site so it converts better without you babysitting it.

EmpathEQ

AI-powered training simulations to help healthcare learners practice complex interpersonal and communication skills. We focus on realism, repeatability, and scalability—making soft-skills training more accessible and measurable.

Subscribe and save 35% here.

Keep it moving

OpenAI is reportedly raising $30 billion at a $1.4 trillion valuation — LINK

Bloomberg says the bridge round follows a 70% jump in run-rate revenue since July, to $40 billion in August. The IPO slid to 2027.

An OpenAI safety lead quit, saying the company's "culture is broken" — LINK

David Robinson led safety reports for OpenAI launches for 3.5 years. Days earlier, OpenAI cut ties with three safety researchers over mishandled sensitive information.

Claude Sonnet 5.5 jumped from 10.3% to 70.6% on Terminal-Bench — LINK

Pricing stays at $2/$10 per million tokens. Artificial Analysis measured a higher cost per task at max effort, so test your effort settings before you switch.

Broadcom is lining up $60 billion in debt to build Anthropic's chips — LINK

The package pairs a $42 billion senior tranche with an $18 billion junior tranche led by Blackstone. Compute is now financed like infrastructure.

Factory's CEO accused his own board adviser of spying for Cognition — LINK

Chris Degnan left to become Cognition's CRO, and Vinod Khosla called Factory "a struggling second tier competitor." Check what else your advisers are advising on.

Reddit is killing RSS and its public API because of AI scrapers — LINK

RSS ends November 13 and the public API in March 2027. If your product pulls Reddit data, register your app by January 12.

Done-for-you brand sponsorships for podcast creators.

Apple is locking down Full Disk Access because of AI agents — LINK

Granting it will take "very explicit user action." If your Mac agent needs broad file access, plan for fewer users saying yes.

Google is shutting down Gems and turning them into skills — LINK

Gems go away November 17 and migrate automatically. If your team runs on custom Gems, test the migrated versions before the switch.

Meta made Muse free for small businesses, with paid tiers on top — LINK

It plugs into 14+ tools including Shopify, Stripe and QuickBooks, and asks for approval before it publishes, sends or spends.

AI coding agents dumped 13,000+ internal screenshots into public GitHub repos — LINK

The PixelLeak exposure spans 300+ organizations, including billing records and unreleased features, mostly in developers' personal accounts. Ask your team where their agents upload images.

ElevenLabs passed a $600 million run rate — LINK

That's up from about $330 million. Its new v4 model clones a voice from 10 seconds of audio in 90 languages, and large companies now drive more than 55% of the business.

McDonald's is using AI to price Big Macs by "willingness to pay" — LINK

Two California stores two miles apart charged $5.69 and $6.89. Five franchisees told Reuters they felt pressure to use the pricing tools.

Create a new corporate Uber account here and receive up to 10% off. Other terms and conditions apply, see full terms.

Reco raised $55 million after finding 21,000 unknown agents at one Fortune 100 company — LINK

Total funding hits $140 million as agent security startups crowd in. Know which agents run in your stack before a customer asks.

Only 2.2% of consumers pay for AI — LINK

They average $31 a month. Even at Netflix scale, that's about $11 billion a year, under a third of OpenAI's operating costs.

DHH says 37signals is "done writing code by hand" — LINK

The Rails creator told Rails World that hand-coding is "no longer an economically productive enterprise" for most programmers at most companies.

Slovenian domain sales spiked 2,199% after Trump's "super intelligence" order — LINK

About 11,000 new Slovenian domains landed on September 30 alone.

Anthropic says robots can do 74% of physical tasks but pay off on 0.3% — LINK

If robot prices keep falling at past rates, it takes 40 years for that cost-effective share to reach 10%. Model any robotics plan on today's prices.

What I’m thinking about:

When your AI agent goes off script, who takes the blame? — Clip

Thanks for being here.

-Ryan

p.s. I write about Revops, Product, and Founder-led marketing on Linkedin , X , and my blog .

Written by

Ryan Estes
Ryan Estes

Investor • Founder • Creator

Ryan Estes created AI for Founders, a podcast, newsletter, and workshop platform reaching 47,000+ entrepreneurs and CEOs. Based in Denver, Colorado.

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