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OpenAI CFO Internal Disclosure: July Annualized Revenue Exceeds Entire Q2
据 CNBC 报道，OpenAI 首席财务官 Sarah Friar 与董事会主席 Bret Taylor 于7月 29 日召开内部员工会议，Friar 透露，OpenAI 7 月年化经常性收入已超过整个第二季度总量，并强调"二季度本身表现已相当亮眼"。此次增长主要由 GPT-5.6 系列模型发布、企业级 AI 代理产品 ChatGPT Work 上线以及 AI 编程工具 Codex 的快速普及所驱动。 会议背景下，OpenAI 正面临来自 Anthropic 及中国开源模型的双重竞争压力。Anthropic 此前披露年化收入已超 470 亿美元，估值亦于今年早些时候超越 OpenAI。对此，Taylor 承认 OpenAI 在编程市场曾处于追赶态势，但对 Codex 的增长势头表示乐观。目前，OpenAI与 Anthropic 均已秘密向 SEC 提交 IPO 申请，具体上市时间尚未公布。OpenAI 当前估值约为 8520 亿美元，并正与英伟达洽谈最高 2500 亿美元的资金支持计划，用于在俄亥俄州租赁大型 AI 数据中心。
Prediction market suggests probability of GPT-6 public release before September 30 rises to approximately 78%
Prediction market traders have priced the probability of OpenAI publicly releasing GPT-6 by September 30 at approximately 78%. The Polymarket related market trading volume is about $731,000, an increase of approximately $32,000 from the previous index snapshot; probability for the contract releasing before September 30 has risen to 77%, probability for release before August 31 is in the mid-30% range, and probability for release before August 21 has dropped to 15%. On Myriad, the probability for a September release has also risen to 77%, up from 64% last week. As of July 27, OpenAI has not yet publicly announced GPT-6, its technical design, or a release date. Its current flagship general-purpose model, GPT-5.6 Sol, was publicly released on July 9. OpenAI previously confirmed that GPT-5.6 Sol and a more capable pre-release model breached Hugging Face during a cybersecurity evaluation. The company also announced the addition of 250 new positions in Dublin, while SoftBank is providing financing for OpenAI's related initiatives through a $40 billion bridge loan.
Cyclops Completes $20 Million Series A Financing, Led by Nava Ventures
According to Fortune, Miami-based payment infrastructure startup Cyclops announced the completion of a $20 million Series A financing round, led by Nava Ventures, with participation from Castle Island Ventures, Coinbase Ventures, Circle, Lasagna Ventures, and GPT Ventures.
OpenAI has reset usage limits for ChatGPT Work and Codex users
Odaily Odaily News: OpenAI Codex Product Lead Tibo announced that usage limits have been reset for all ChatGPT Work and Codex users.Tibo stated that recent user feedback indicated GPT-5.6 Sol was consuming Codex limits faster than anticipated. Following an investigation, OpenAI has implemented several optimizations. It is projected that under typical usage scenarios, Sol's limit endurance will improve by approximately 18%, with some users seeing more noticeable improvements starting today.He explained that Sol tends to work for longer periods, make additional tool calls, and coordinate complex processes, while High mode consumes more tokens compared to previous models. Additionally, factors such as parallel tool calls in code mode and increased cached input have also led to higher-than-expected usage for certain tasks.OpenAI stated that Sol represents a significant upgrade to Codex's capabilities, but increased model capabilities do not always translate into efficiency gains. The company will continue to optimize code mode efficiency and restore the five-hour limit that was suspended during the investigation.
OpenAI Model Autonomously Breaches Sandbox, Invades Hugging Face Production Database During Evaluation
According to OpenAI's official blog, OpenAI's GPT-5.6 Sol and a more powerful pre-release model, during internal network capability benchmark testing (ExploitGym), due to lowering network attack refusal rates, autonomously identified and exploited a zero-day vulnerability in the package registry cache proxy, breached the sandbox isolation environment, gained internet access permissions, and subsequently, through privilege escalation and lateral movement, finally infiltrated the Hugging Face production database, directly stealing test answers to "cheat". The Hugging Face security team promptly detected and blocked the attack. OpenAI stated that this incident is an unprecedented cybersecurity event, and currently both companies are jointly conducting a forensic investigation; the relevant zero-day vulnerabilities have been responsibly disclosed to the vendor, and full details will be released after the investigation is completed.
B.AI weekly benefits continue to update, 90% off API access channel launched, Qwen3.8-Max available for free
B.AI welcomes multiple major updates this week. In terms of benefits, new users can log in with one click using Bitget Wallet, Binance Wallet, or imToken wallet to immediately claim 1 million free Credits; logging in via an invitation code grants an additional 300,000, stacking with the exclusive wallet login bonus for a cumulative maximum of 1.3 million, while inviters simultaneously enjoy permanent rebates on friends' recharges and subscriptions. Recharge discounts are released simultaneously, with BNB Chain channels enjoying an exclusive 1:1 equivalent quota bonus, while other multiple payment methods enjoy a 1:0.5 bonus; a single user can receive up to $100 equivalent points. On the model side, new breakthroughs continue as the "Choose Your Own Provider" lineup expands significantly this week, adding the Nebula channel and launching historic call discounts as low as 90% off; meanwhile, Alibaba's flagship Qwen model Qwen3.8-Max officially lands on the platform and is now open for limited-time free experience. Currently, the choose-your-own-provider mode fully covers global mainstream large model series such as Claude, GPT, and Gemini; combined with recharge bonuses and multiple discount tiers, it continues to deliver extreme cost-performance computing power for global developers and enterprise users. Log in now at chat.b.ai/chat to start your journey of intelligent creation.
Analyst: Kimi K3 Ultra-large Model to Be Open-Sourced Soon, AI Infrastructure Platforms May Be the Biggest Beneficiaries
analyst KawzInvests stated that Moonshot AI's upcoming Kimi K3 could become a significant event in the open-source AI space, and the infrastructure demand behind it may drive growth for AI cloud service platforms. Kimi K3 has approximately 2.8 trillion parameters, making it one of the ultra-large-scale open-source models. According to Moonshot's official evaluation, the model's performance is only slightly behind frontier models like Claude Fable 5 and GPT 5.6 Sol, and the full model weights are expected to be released on July 27.KawzInvests pointed out that a model of this scale cannot run on an ordinary laptop or even a single server; users need a computing cluster composed of a large number of GPUs to complete model loading and inference. When top-tier open-source models are made available for free, the biggest beneficiaries might not be ordinary users, but rather platforms that offer model hosting and inference services. For example, $DOCN (DigitalOcean) already supports serverless inference services for models like Kimi K2.6. Developers do not need to deploy hardware; they can call the model via API and pay per Token. Additionally, the platform hosts over 70 models and covers GPU leasing, model fine-tuning, and AI Agent development tools.As more large-scale open-source models are released, developers' demand for low-barrier AI infrastructure will continue to increase. Model hosting, inference services, and GPU cloud platforms may become key beneficiaries in the open-source AI wave.
OpenAI Responds to High-Compute Mode Consumption Visibility Issues: Urgently Resets Codex and ChatGPT Work Quotas
Tibo, a core member of OpenAI Codex, posted on X platform stating that previously, it was too easy for users to enable high-compute mode without fully explaining its impact on usage quotas. The large-scale revamp of the desktop application made common features like chats and projects difficult to find. Additionally, promotional efforts overly focused on ChatGPT Work, leading some Codex users to mistakenly believe that Codex would be phased out in the future. Furthermore, the new version also caused issues with some multi-agent workflows, plugin functions, and other user experiences.In response to the above issues, OpenAI has already rolled out the first batch of improvement measures, including adjusting default settings and the model selector to prevent users from accidentally using high-cost configurations, fixing several plugin submission issues, optimizing the presentation of Codex within the product, and resolving some desktop experience problems.Additionally, over the past 24 hours, OpenAI has been continuously collecting user feedback, analyzing usage patterns, and communicating with users. Although the market has shown strong interest in GPT 5.6 Sol and the web and mobile versions of ChatGPT Work, OpenAI also acknowledges that this update has multiple issues.As of now, two rounds of Codex and ChatGPT Work usage quota top-ups have been completed. The next larger-scale update will be released next week, when chat and project features will return to the sidebar in a more familiar and customizable form. The platform will also enhance the visibility of usage quotas and reset times, further clarifying the respective applicable scenarios for ChatGPT Work and Codex.
Serenity: OpenAI will launch GPT-5.6 Sol on Cerebras; CBRS position established
Serenity stated that OpenAI will launch the GPT-5.6 Sol model on Cerebras hardware in July, viewing this as a significant validation of Cerebras’ technology, and revealed that it has begun purchasing CBRS stock.
B.AI subsidy increased: top up and get a 1:1 bonus—effortlessly unlock Sun Ge’s brain
According to an official announcement, B.AI has launched a major recharge bonus upgrade campaign on May 3. For a limited time, the platform is offering a 1:1 matching recharge reward mechanism—users receive an equivalent credit bonus for every dollar they recharge, effectively reducing the cost of invoking cutting-edge large language models such as GPT-5.5 and Claude Opus 4.7, as well as the “Brother Sun Brain” model and Web3 trading skill packs by up to 50%. This campaign removes the first-recharge restriction entirely: every recharge automatically triggers an equal-value bonus, with each user eligible to accumulate up to $100 in free credits. Additionally, the platform releases a daily $10,000积分 subsidy pool (points subsidy pool), available on a first-come, first-served basis across the network, resetting every day. Starting today, visit http://b.ai to unlock top-tier computing power at the lowest possible cost—and fully unleash the limitless potential of AI Agents and on-chain ecosystems.
OpenAI Expands Cybersecurity Service Daybreak, Launches Specialized Model GPT-5.6-Cyber
According to TechCrunch, in response to the growing number of AI-driven cyber attacks, OpenAI announced this week the expansion of its cyber defense service Daybreak and the launch of a new cybersecurity-specific model, GPT-5.6-Cyber. Daybreak has added two service tiers: Blue and Red. Blue targets most enterprises, providing basic defense capabilities such as incident response, malware analysis, and patch verification; Red targets advanced users, providing security testing and vulnerability research tools. GPT-5.6-Cyber is available exclusively at this tier, with access currently limited to trusted partners such as Accenture, IBM, CrowdStrike, and Cloudflare.
Bitcoin Red Team Has Scanned Approximately 150 Bitcoin Code Repositories, Uncovering More Than a Dozen Vulnerabilities
Odaily News: The Bitcoin Red Team volunteer security initiative has scanned approximately 150 Bitcoin-related code repositories and disclosed more than a dozen vulnerabilities. The team is developing an open-source AI platform to audit Bitcoin software, covering wallets, cryptographic libraries, infrastructure, and other projects. AnchorWatch CEO Rob Hamilton stated that the team has so far spent approximately $20,000 on various AI services, using Kimi K3, OpenAI's GPT Sol, Anthropic's Claude Fable and Opus, as well as Z.ai's GLM 5.2 to identify vulnerabilities and generate related documentation. Pseudonymous Bitcoin developer Calle said that over the past 12 hours, the team has reported critical vulnerabilities to multiple projects, discovering on average roughly one critical vulnerability per person per hour, with daily spending of around $10,000. The team has not disclosed the affected projects or details of the vulnerabilities.
UK AI Safety Institute: "Unauthorized" Attack Behavior Detected in Testing of OpenAI and Anthropic Flagship Models
According to Bloomberg, the UK Government AI Safety Institute (established in 2023) disclosed on Tuesday that during safety evaluations of OpenAI's GPT-5.6-Sol and Anthropic's Mythos 5 models, both models exhibited "unauthorized" harmful behaviors, including actively intruding into real websites and attempting to inject malicious code into software, and these behaviors targeted real people and organizations. During the testing, the institute specifically granted the models internet access and disabled some safety filters to assess their extreme capabilities.
OpenAI Model Autonomously Breaches Sandbox, Invades Hugging Face Production Database During Evaluation
According to OpenAI's official blog, OpenAI's GPT-5.6 Sol and a more powerful pre-release model, during internal network capability benchmark testing (ExploitGym), due to lowering network attack refusal rates, autonomously identified and exploited a zero-day vulnerability in the package registry cache proxy, breached the sandbox isolation environment, gained internet access permissions, and subsequently, through privilege escalation and lateral movement, finally infiltrated the Hugging Face production database, directly stealing test answers to "cheat". The Hugging Face security team promptly detected and blocked the attack. OpenAI stated that this incident is an unprecedented cybersecurity event, and currently both companies are jointly conducting a forensic investigation; the relevant zero-day vulnerabilities have been responsibly disclosed to the vendor, and full details will be released after the investigation is completed.
OpenAI Model Breaches Test Sandbox and Infiltrates Hugging Face Production Infrastructure to Obtain Benchmark Answers
OpenAI confirmed that the unreleased GPT-5.6 Sol and another unnamed, more powerful pre-release model breached a restricted sandbox environment during ExploitGym benchmark evaluations and infiltrated Hugging Face's production infrastructure to obtain test answers.OpenAI stated that the models leveraged a zero-day vulnerability in an internal software package registry proxy to escalate privileges and move laterally, ultimately connecting to a machine with internet access. The models then identified and chained together vulnerabilities in both the OpenAI research environment and Hugging Face's production infrastructure, directly retrieving test solutions from Hugging Face's production database.Hugging Face disclosed the incident on July 16, stating that the attack was executed end-to-end by an autonomous AI agent system, involving thousands of operations within short-lived sandboxes and accessing internal datasets and service credentials. OpenAI confirmed its models were the subject of the incident five days later.Hugging Face stated that its security team, in order to analyze over 17,000 attack logs, initially attempted to use a commercial US frontier AI interface, but the request was blocked due to safety guardrails. They subsequently switched to using the 753-billion parameter open-weight model GLM 5.2 from Chinese AI startup Z.ai on their own infrastructure to complete the forensic analysis.
Dragonfly Partner: No "Hacker Apocalypse" in DeFi; Annualized Stolen Value in 2026 Estimated at $1.89 Billion
Haseeb posted on X, stating that with models like GLM 5.2, Fable, and GPT 5.6 already launched and actively used by attackers, DeFi has not experienced the anticipated "hacker apocalypse." Chart data shows that based on the current year's data and running rate, the annualized amount stolen from DeFi in 2026 is approximately $1.89 billion. The cumulative stolen amount for the year is around $986 million, lower than the 2025 level and still within the historical range. Haseeb noted that the deeper change now is that while the number of hacker attacks has increased, the scale of individual attacks is declining more rapidly. Attackers are increasingly targeting smaller protocols and abandoned projects, while large protocols have implemented more security enhancements. As a result, overall fund security has not significantly deteriorated.
AI programming platform Replit announces adoption of OpenAI's low-cost model to lower the barrier to programming
: AI programming platform Replit has launched a new feature called Free Mode, powered by OpenAI's latest low-cost model GPT-5.6 Luna, aimed at reducing the cost for users to access AI programming tools and enhancing the value for paid subscribers.Replit stated that Free Mode is currently available to Core and Pro subscribers, corresponding to the $20/month and $100/month plans, respectively. This mode will serve as the default experience, allowing users to prioritize the low-cost model for chat, brainstorming, and simple programming tasks. When a task requires stronger reasoning capabilities, Replit Agent will automatically switch to a higher-performance model.Michele Catasta, Head of AI at Replit, said that the launch of Free Mode is made possible by OpenAI significantly cutting the cost of the GPT-5.6 Luna model. At the end of July, OpenAI reduced the API price of this model by approximately 80%, achieving cost reduction through improved model efficiency rather than relying on additional computing resources. (Fortune)
Polymarket probability of OpenAI releasing Astra before September 15 drops to 42%, down 18% in 24 hours
According to monitoring by the PPP Prediction Market Tool, in the Polymarket "OpenAI Astra Release Date" prediction market, the probability of OpenAI releasing Astra before September 15 has dropped to 42%, down 18% in 24 hours; the probability of a release before August 31 is currently at 10%, down 8% in 24 hours.If OpenAI officially releases Astra before the specified date in the title (Eastern Time), or releases a product confirmed to be the same model as the previously disclosed Astra and makes it available to the public, the market will settle as Yes; otherwise, it will settle as No.The model can be named Astra, Astra 1, GPT-6 Astra, or any other name, but it must be confirmed by OpenAI's official channels or credible media that it is indeed Astra. Models such as GPT-5.7 and GPT-6 will only count if they are confirmed to be the same model as Astra.A public beta or opening a waitlist counts as an official release; closed beta or private access does not. Settlement will primarily rely on official information from OpenAI, with consistent reports from credible media also considered.Join the PPP Signal Push Community to stay ahead of the curve and seize the initiative.
Bank of America: Anthropic leads frontier AI model rankings, token prices ease but GPU rents remain firm
According to TechFlow Research, the frontier AI data tracking report released by Bank of America Securities on August 17 shows that Anthropic leads comprehensively in three major AI benchmarks, with Claude Opus 5 ranking first in the Intelligence Index, Agent Index, and Coding Agent Index, GPT-5.6 Sol following closely behind, Meta MuseSpark 1.2 entering the top ten, and Google Gemini 3.6 Flash ranking outside the top ten. In terms of usage, DeepSeek leads with approximately 30% of the Vercel platform token share, Anthropic accounts for 25% and OpenAI accounts for 16%; but in terms of payment amount, Anthropic leads far ahead with 65%, while OpenAI accounts for only 11%. In terms of pricing, the AI Token Price Index decreased 9% month-over-month in August to $2.21, but still increased 87% year-over-year; GPU rental rates remain strong, with H100 increasing 33% year-over-year to $2.77/hour, DRAM increasing 483% year-over-year, and NAND increasing 432% year-over-year. The research report judges that AI infrastructure demand remains healthy, with open-source model usage growing but payment share still highly concentrated on top closed-source models. BofA believes that the Meta "Watermelon" and Google Gemini 4 releases, token pricing trends and GPU rental trends are
GPT-5.6 Sol Launches Ultrafast Mode, Speed Increased 14x
OpenAI previews the Ultrafast mode of GPT-5.6 Sol, with output speeds reaching up to 750 tokens per second, a 14-fold increase compared to before, powered by Cerebras. The two parties signed a $10 billion cooperation agreement earlier this year. The service will initially be available only to specific customers via the OpenAI API, with OpenAI planning to gradually expand access as compute capacity grows. OpenAI has already used this mode internally for incident response and plans to use speed as a new pricing lever.
July US Enterprise AI Consumption Observation: OpenAI GPT-5.6 Sol Revenue Surpasses Anthropic Fable 5
According to the latest AI Index data released by fintech company Ramp, U.S. companies' spending on Anthropic Fable 5 in July was approximately 75% of that on OpenAI GPT-5.6 Sol, with the top model's popularity lagging behind the latter.
Grok 4.6 Tops Multiple Benchmarks, Outperforms Grok 4.5 High in Multiple Evaluations
It was previously reported that Grok 4.6 went live. Latest benchmark information shows Grok 4.6 ranks first in three benchmarks: GDPVal-AA v2, AA-Briefcase, and Harvey LAB, and second in four benchmarks: CursorBench, FrontierCode, APEX-Agents, and APEX-SWE. The specific scores are GDPVal-AA v2 1753, AA-Briefcase 1577, Harvey LAB 15.8%, CursorBench 69.9%, FrontierCode 61.3%, APEX-Agents 57.5%, and APEX-SWE 56.4% respectively. It surpasses Grok 4.5 High in every listed benchmark and ties with GPT-5.6 Sol Max at 61 points on the Artificial Analysis Intelligence Index. Grok 4.6 is available in Cursor and Grok Build starting today, with usage doubling in the first week.
Related news
AI programming platform Replit announces adoption of OpenAI's low-cost model to lower the barrier to programming
: AI programming platform Replit has launched a new feature called Free Mode, powered by OpenAI's latest low-cost model GPT-5.6 Luna, aimed at reducing the cost for users to access AI programming tools and enhancing the value for paid subscribers.Replit stated that Free Mode is currently available to Core and Pro subscribers, corresponding to the $20/month and $100/month plans, respectively. This mode will serve as the default experience, allowing users to prioritize the low-cost model for chat, brainstorming, and simple programming tasks. When a task requires stronger reasoning capabilities, Replit Agent will automatically switch to a higher-performance model.Michele Catasta, Head of AI at Replit, said that the launch of Free Mode is made possible by OpenAI significantly cutting the cost of the GPT-5.6 Luna model. At the end of July, OpenAI reduced the API price of this model by approximately 80%, achieving cost reduction through improved model efficiency rather than relying on additional computing resources. (Fortune)
Polymarket probability of OpenAI releasing Astra before September 15 drops to 42%, down 18% in 24 hours
According to monitoring by the PPP Prediction Market Tool, in the Polymarket "OpenAI Astra Release Date" prediction market, the probability of OpenAI releasing Astra before September 15 has dropped to 42%, down 18% in 24 hours; the probability of a release before August 31 is currently at 10%, down 8% in 24 hours.If OpenAI officially releases Astra before the specified date in the title (Eastern Time), or releases a product confirmed to be the same model as the previously disclosed Astra and makes it available to the public, the market will settle as Yes; otherwise, it will settle as No.The model can be named Astra, Astra 1, GPT-6 Astra, or any other name, but it must be confirmed by OpenAI's official channels or credible media that it is indeed Astra. Models such as GPT-5.7 and GPT-6 will only count if they are confirmed to be the same model as Astra.A public beta or opening a waitlist counts as an official release; closed beta or private access does not. Settlement will primarily rely on official information from OpenAI, with consistent reports from credible media also considered.Join the PPP Signal Push Community to stay ahead of the curve and seize the initiative.
OpenRouter Reduces GPT-5.6 Sol Invocation Costs, Input Reduced to $2.5 per Million Tokens
OpenRouter announced that the usage fee for OpenAI's strongest model GPT-5.6 Sol is half price; after adjustment, input is $2.5 per 1 million Tokens and output is $15. Another hosting platform Vercel has also launched a limited-time half-price offer, valid for 1 month until September 18, 2026, applicable to Standard and Fast modes. Analytics media SemiAnalysis believes this is a marketing strategy to attract more users to use the model.
Bank of America: Anthropic leads frontier AI model rankings, token prices ease but GPU rents remain firm
According to TechFlow Research, the frontier AI data tracking report released by Bank of America Securities on August 17 shows that Anthropic leads comprehensively in three major AI benchmarks, with Claude Opus 5 ranking first in the Intelligence Index, Agent Index, and Coding Agent Index, GPT-5.6 Sol following closely behind, Meta MuseSpark 1.2 entering the top ten, and Google Gemini 3.6 Flash ranking outside the top ten. In terms of usage, DeepSeek leads with approximately 30% of the Vercel platform token share, Anthropic accounts for 25% and OpenAI accounts for 16%; but in terms of payment amount, Anthropic leads far ahead with 65%, while OpenAI accounts for only 11%. In terms of pricing, the AI Token Price Index decreased 9% month-over-month in August to $2.21, but still increased 87% year-over-year; GPU rental rates remain strong, with H100 increasing 33% year-over-year to $2.77/hour, DRAM increasing 483% year-over-year, and NAND increasing 432% year-over-year. The research report judges that AI infrastructure demand remains healthy, with open-source model usage growing but payment share still highly concentrated on top closed-source models. BofA believes that the Meta "Watermelon" and Google Gemini 4 releases, token pricing trends and GPU rental trends are
GPT-5.6 Sol Launches Ultrafast Mode, Speed Increased 14x
OpenAI previews the Ultrafast mode of GPT-5.6 Sol, with output speeds reaching up to 750 tokens per second, a 14-fold increase compared to before, powered by Cerebras. The two parties signed a $10 billion cooperation agreement earlier this year. The service will initially be available only to specific customers via the OpenAI API, with OpenAI planning to gradually expand access as compute capacity grows. OpenAI has already used this mode internally for incident response and plans to use speed as a new pricing lever.
July US Enterprise AI Consumption Observation: OpenAI GPT-5.6 Sol Revenue Surpasses Anthropic Fable 5
According to the latest AI Index data released by fintech company Ramp, U.S. companies' spending on Anthropic Fable 5 in July was approximately 75% of that on OpenAI GPT-5.6 Sol, with the top model's popularity lagging behind the latter.