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OpenAI launches Daybreak cybersecurity push to rival Anthropic’s Project Glasswing

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Top stories today:

  1. OpenAI launches Daybreak to rival Anthropic’s Project Glasswing
  2. Elon never raised concerns about OpenAI investment, Nadella says
  3. Thinking Machines Lab announces real-time AI interaction models
  4. Cerebras upsizes IPO to $150-$160 range, targeting up to $4.8B
  5. OpenAI said to cut Microsoft revenue-sharing payments to $38B

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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

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3. Elon never raised concerns about Microsoft’s OpenAI investment, Nadella says

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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:

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