DAILY AI BRIEF  — Sept 25

OPENAI :
- Upcoming ChatGPT Pro Max is $500/mo ($600 with VAT). Copy so far only adds Fastest Work and Codex; limits may still rise.
- Likely Cerebras-backed for the Ultra Fast path. DevDay is Sept 29.

GOOGLE :
- Gemini 3.8 Live with Live Avatar is GA in Gemini Enterprise. Lip-sync video agents, 97 languages, async tool calls mid-conversation.
- Project Suncatcher flies a TPU prototype on SpaceX Transporter-18 with Planet, testing whether Google chips hold up in orbit.

ANTHROPIC :
- Resumed charging for safeguard blocks that fire before Claude replies: biology, distillation attacks, and frontier LLM work.
- 99.7% of Claude Code, [Claude.ai](http://Claude.ai/), and Cowork accounts did not hit the new billable blocks. Classifiers tuned under 0.1% false positives.

PERPLEXITY :
- Fast Search is live in the Search API on Photon, a new Rust retrieval stack. 95% of results land in 230 ms or less.
- 68% lower cost per agent task vs the default preset. Photon p99 dropped from ~800 ms to ~65 ms.
- Portable Computer is in the Windows app for Consumer and Enterprise Pro and Max. Local harness; cloud model only with permission.

SPACEXAI :
- Elon: Colossus 1 is 150k H100, 50k H200, and 30k GB200. Colossus 2 is 110k GB200 and 440k GB300.
- Another 220k GB300 next week, 220k in November, and maybe 220k more by late December.

MICROSOFT :
- Foundry adds model-agnostic voice agents on the same enterprise systems, tools, and controls stack.

META :
- Muse Code usage limits reset for Connect. Model API and Muse Code hit Oracle Marketplace.

* Used Grok to compose this brief, cherry-picking the news and doing some post-editing.
** This daily brief also arrives in the daily email format; subscribe on the blog.