Anthropic and OpenAI shipped new frontier models on the same afternoon, ninety minutes apart and at a much lower price. The only pause that week was forced on a lab by its own agent. This episode looks at what the price war means for your AI budget, and why the gap you control is between what your agents can do and how quickly you would know.
Highlights from week 40:
• Claude Opus 5.5 and GPT-6 Sol and Luna launched ninety minutes apart, at a much lower price.
• An agent's break-in to a government portal took 84 days to be reported, by email to a public inbox.
• Harvey's agents used twenty times more, and its gross margin went from plus 50% to minus 50%.
• New York City proposes a 24-hour incident report, and the deployer pays.
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