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OpenAI’s GPT-5.5-Cyber updates to take on Anthropic’s Mythos

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Top stories today:

  1. OpenAI’s GPT-5.5-Cyber updates to take on Anthropic’s Mythos
  2. Fugu Ultra by Sakana AI debuts, taking on Fable 5, Mythos Preview
  3. SpaceX -16% as $20B bond debut funds AI ambitions
  4. Meta invests $900M in fintech CRED, taps founder as WhatsApp chief
  5. Eli Lilly builds AI-powered biotech “App Store” for scientists

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

No major events today.

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. OpenAI’s GPT-5.5-Cyber updates to take on Anthropic’s Mythos

GPT-5.5-Cyber topped the CyberGym cybersecurity benchmark in OpenAI’s early testing:

  • Still available through a limited release to trusted defenders.

  • “It is our strongest model yet for finding and helping patch software vulnerabilities,” OpenAI said.

  • The model retains GPT-5.5’s general-purpose intelligence.

  • Codex Security plugin updated with out-of-the-box defensive security workflows.

OpenAI launched the Daybreak Cyber Partner program for security software and services providers

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3. Fugu Ultra by Japan’s Sakana AI debuts, taking on Anthropic’s Fable 5, Mythos Preview

Fugu Ultra delivered competitive results against Fable 5 and Mythos Preview on Sakana AI’s early benchmarks:

  • Costs $5/$30 per 1M input/output tokens, vs. Fable 5’s $10/$50, GPT-5.5’s $5/$30, and Gemini 3.1 Pro Preview’s $4/$18.

  • Fugu’s multi-agent orchestration system also debuted.

    • Available through a single-model API.

  • The best investors know small problems compound fast. Eye bags and tired skin are no different. You need to address them early, before they become the new normal.

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5. SpaceX -16% as $20B bond debut funds AI ambitions

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