Tustin Daily Briefing - 2026-08-06

Stories in today's episode — tap a headline to read the full piece:Silver Lake in talks to take Workday private at a (now) $51B valuationDatabricks raises $5B at a $190B valuationAnthropic's IPO could...

14 Aug 5min

Stories in today's episode — tap a headline to read the full piece:SpaceXAI ships Grok 4.6 and a $120/month persistent "Grok Bot" coworker on the same dayAnthropic in talks to buy world-model and chip...

13 Aug 6min

Stories in today's episode — tap a headline to read the full piece:Hidden chain-of-thought can be decoded from frontier APIs — and it's leaking API keys, emails and passwordsTunguz: in every software ...

12 Aug 6min

Stories in today's episode — tap a headline to read the full piece:Nvidia to raise around $500 billion for AI infrastructure with six of the largest alternative managersStratechery: Nvidia's risky bus...

11 Aug 6min

Stories in today's episode — tap a headline to read the full piece:OpenAI pauses its Astra model over "Critical" cyber capability — and discloses that its own agents built a covert message board and h...

10 Aug 6min

Stories in today's episode — tap a headline to read the full piece:SemiAnalysis: DeepMind is no longer a frontier lab — and GCP is the real winnerRaw benchmark scores don't predict the bill — the reas...

7 Aug 6min

Stories in today's episode — tap a headline to read the full piece:Active npm supply-chain attack hits 868 packages with 2B+ monthly installsOpenAI and Anthropic both disclose real boundary crossings ...

5 Aug 5min