Friday 7 August 2026

Top stories today:
OpenAI plans $300+ hockey puck-sized AI speaker for 2027
ChatGPT free tier upgraded to GPT-5.6 Luna
AI generates synthetic bacteria-infecting viruses
Stripe in talks to buy OpenRouter in a ~$10B deal
Firmus, AI data center startup, raises $2B at $10.5B+ valuation
0. Data & Calendar

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

All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. OpenAI said to plan $300+ hockey puck-sized AI speaker for 2027

An AI-first computer designed to help users get things done.
Moving parts to show itās responding to and interacting with users.
Speaker grills and microphones for voice commands.
A camera system and sensors to perceive surroundings.
Lights would indicate when itās listening.
It would give OpenAI a chance to prove itās not copying Appleās design.
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3. ChatGPT free tier upgraded to GPT-5.6 Luna, Plus and Pro get improved GPT-5.6 Sol
GPT-5.6 Luna has replaced GPT-5.5 Instant as the default model, with more direct responses, tighter formatting and less unnecessary detail.
Unlimited text chats have been expanded to free users and the ChatGPT Go plan.
A new āThinkā button to enable higher reasoning for harder questions, OpenAI said.
A āsliderā lets paid users choose how much thought ChatGPT puts into an answer, OpenAI said.
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5. AI generates synthetic bacteria-infecting viruses
The viruses generated by an AI model Evo, similar to ChatGPT:
Scientists at Stanford and the Arc Institute trained Evo to design novel viruses.
Trained on natural DNA patterns before generating new viruses.
Based on the natural Phi X-174 virus.
These viruses donāt pose a threat to humans but can infect bacteria.
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7. Stripe said to be in talks to buy OpenRouter in a ~$10B deal

Stripe could use OpenRouter to route customers to the cheapest, best-suited AI models.
OpenRouter was generating ~$140M in annualized revenue.











