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Top stories today:
- OpenAI launches Daybreak to rival Anthropic’s Project Glasswing
- Elon never raised concerns about OpenAI investment, Nadella says
- Thinking Machines Lab announces real-time AI interaction models
- Cerebras upsizes IPO to $150-$160 range, targeting up to $4.8B
- OpenAI said to cut Microsoft revenue-sharing payments to $38B
0. Data and calendar
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Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. OpenAI launches Daybreak cybersecurity push to rival Anthropic’s Project Glasswing
Daybreak uses GPT-5.5 by default, which trails Anthropic’s Mythos Preview on some key benchmarks:
GPT-5.5 TAC and GPT-5.5-Cyber will also be available to select users.
Codex Security is integrated for secure code review, patch validation, dependency risk analysis, threat detection, and remediation guidance.
Early partners include Cloudflare, Cisco, CrowdStrike, Palo Alto Networks, Oracle, and Zscaler, among others.
The service is not fully public yet, though organizations can request vulnerability scans or contact sales.
Coming weeks: broader deployment with industry and government partners is planned.
Separately, OpenAI launched the OpenAI Deployment Company with a $4B+ investment for AI deployments
Representational image generated using ChatGPT.
OpenAI is also acquiring AI consulting firm Tomoro to help scale the new unit.
The unit is backed by a TPG-led partnership with 19 firms, including Advent, Bain Capital, and Brookfield
OpenAI will retain majority ownership and control of the unit.
It’s valued at $14B post-money, with investors guaranteed a minimum 17.5% return and capped profits.
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3. Elon never raised concerns about Microsoft’s OpenAI investment, Nadella says
Representational image generated using ChatGPT.
Microsoft invested in OpenAI when “no one else was willing” to back the AI startup, Nadella said in his testimony.
Microsoft’s OpenAI investments were not donations, Nadella said.
Musk named Microsoft as a defendant in his lawsuit against OpenAI and its CEO Sam Altman.
Last month: Musk said Microsoft’s $10B investment violated OpenAI’s nonprofit mission.
Microsoft generated ~$9.5B in revenue from its OpenAI partnership as of Mar. 2025, executive Michael Wetter said.
Ilya Sutskever testified his OpenAI stake is worth ~$7B and that he had concerns about Altman before his brief ouster.
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5. Thinking Machines Lab announces real-time AI interaction models
Thinking Machines’ small interaction model delivered competitive results on early benchmarks tested by the startup:
