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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.
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 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.
OpenAI Releases Full Version of GPT-5.5-Cyber, Outperforms Mythos 5 on CyberGym Benchmark
OpenAI announced an upgrade to its Daybreak network defense toolchain, officially launching the full version of the GPT-5.5-Cyber model tailored for cybersecurity defense scenarios.In the CyberGym benchmark test, which evaluates the ability of AI agents to reproduce known vulnerabilities, GPT-5.5-Cyber achieved a single-model score of 85.6%, surpassing GPT-5.5’s 81.8% and Anthropic Mythos 5’s 83.8%.OpenAI stated that as AI significantly enhances the efficiency of vulnerability discovery, the core bottleneck in cybersecurity is shifting from "finding vulnerabilities" to "automatically fixing them." To this end, the company has simultaneously upgraded the Codex Security plugin, enabling developers to automatically analyze vulnerabilities and generate fix patches within the Codex environment. Since the preview release in March this year, Codex Security has scanned over 30 million code commits and autonomously confirmed fixes for 500,000 security defects. The new version also supports CodeQL query integration and SARIF standard file export.Additionally, OpenAI has partnered with organizations such as Trail of Bits and HackerOne to launch the "Patch the Planet" open-source security project. This initiative provides ChatGPT Pro subscriptions and API credits to over 30 major open-source projects, including cURL and Go, with security expert teams manually verifying patch quality. Regarding the Daybreak partner program, security vendors such as Palo Alto Networks and Wiz have already integrated the relevant capabilities.
Securing 15 Top-Tier Zero-Day Vulnerabilities: 0G Lab, in Collaboration with NUS, Peking University, and BUPT, Builds a Consensus Protocol Debugging Intelligent Agent Framework
Agora, an automated testing framework jointly developed by 0G Labs and research teams from the National University of Singapore, Peking University, and Beijing University of Posts and Telecommunications, has been accepted to ICML 2026. Agora is the first framework to deeply integrate domain-specific knowledge from distributed systems with a multi-agent collaborative architecture for automated vulnerability detection in production-grade consensus protocols. According to the paper, Agora has uncovered 15 previously unknown deep logic bugs (“Deep Bugs”) across mainstream consensus protocols—including Raft, EPaxos, HotStuff, and BullShark—spanning critical security issues such as execution divergence, monotonicity violations, topology flaws, and signature verification failures. Experimental results show that leading large language models—including GPT-5.2 and Claude 4.5—failed to detect any protocol-level vulnerabilities under identical test scenarios. Agora employs hypothesis-driven testing and a multi-agent collaboration mechanism, enabling deep security analysis of complex distributed systems through automated attack-scenario generation, test execution, and dynamic refinement. Beyond consensus protocols, the framework is designed for future extension to domains including database concurrency control, operating system kernels, and Web3 smart contract auditing.
OpenAI Launches GPT-5.5-Cyber and Deploys Trusted Access Framework for Cybersecurity
OpenAI has officially launched the GPT-5.5-Cyber model and the "Trusted Access for Cyber" (TAC) framework designed for cybersecurity defenders. Simultaneously, GPT-5.5-Cyber has been opened for a limited preview to defenders responsible for critical infrastructure, supporting specialized cybersecurity workflows.TAC is an identity and trust-based framework aimed at ensuring that enhanced AI capabilities are wielded by verified defenders. Defenders verified through this framework will encounter fewer instances of model refusal when performing tasks such as vulnerability identification, triage, malware analysis, binary reverse engineering, and patch verification. Starting from June 1, 2026, individual members accessing this capability will be required to enable advanced account security protection.OpenAI is currently collaborating with security vendors including Cisco, CrowdStrike, and Palo Alto Networks to accelerate the defense cycle of the security ecosystem through GPT-5.5, enhancing the efficiency of vulnerability research, patching, monitoring, and supply chain security.
OpenAI's Unreleased Astra Model Solves 10 Math Problems
According to newly disclosed information, this unreleased model (possibly GPT-6) has solved 10 long-standing unsolved problems in the fields of mathematics, quantum complexity, and theoretical computer science, including the first explicit non-sofic group and overturning the Connes rigidity conjecture, among others. The core argument was generated by Astra and formally proven in Lean, producing a 249-page manuscript and machine-verifiable certificates. The token cost for a single successful solution at the Sol API rate was only about $2,000.
Quantum Solutions Sells Another 1,000 ETH, Loses Position as Japan's Largest Corporate ETH Holder
Japanese listed company Quantum Solutions has sold another 1,000 Ethereum, cashing out approximately $1.9 million to support its AI data center expansion. Following this sale, the company has reduced its ETH holdings by nearly 30% since mid-June.According to company documents, Quantum Solutions' subsidiary, GPT Pals Studio, sold this batch of ETH on Thursday at an average price of $1,903. The company expects to record a loss of approximately $100,000 from this transaction. After the sale, Quantum Solutions' remaining ETH holdings amount to approximately 4,765, which is lower than the 4,976 ETH held by Def consulting, thereby losing its position as the largest corporate ETH holder among Japanese listed companies.Quantum Solutions has sold a total of 1,904 ETH in less than two months, accounting for approximately 28.6% of its pre-sale holdings of 6,668.8 ETH. Previously, GPT Pals had sold 904 ETH on June 16, cashing out about $1.6 million.The company acquired the majority of its ETH during the crypto market highs of the fourth quarter of 2025, when ETH prices were in the range of approximately $4,000 to $4,500.
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。
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.
Kimi K3 Released, Gap Between Open-Source and Closed-Source Models Narrows to 4 Points
Moonshot AI launches open-source model Kimi K3, scoring 57 points on the Artificial Analysis Intelligence Index, becoming the third highest-scoring model, second only to Anthropic's Claude Opus 5 (61 points), Claude Fable 5 (60 points), and OpenAI's GPT-5.6 Sol (59 points). The index shows that the gap between leading closed-source models and open-weight models has narrowed to 4 points, the smallest gap since the release of GLM-5 in February. This signifies that open-source models are rapidly catching up to closed-source models in performance.
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.
Related news
OpenAI's Unreleased Astra Model Solves 10 Math Problems
According to newly disclosed information, this unreleased model (possibly GPT-6) has solved 10 long-standing unsolved problems in the fields of mathematics, quantum complexity, and theoretical computer science, including the first explicit non-sofic group and overturning the Connes rigidity conjecture, among others. The core argument was generated by Astra and formally proven in Lean, producing a 249-page manuscript and machine-verifiable certificates. The token cost for a single successful solution at the Sol API rate was only about $2,000.
OpenAI Announces Significant Price Cut for GPT 5.6 Series
According to Cailianshe, OpenAI has reduced the price of GPT-5.6Luna by 80% and the price of GPT-5.6Terra by 20%.
Quantum Solutions Sells Another 1,000 ETH, Loses Position as Japan's Largest Corporate ETH Holder
Japanese listed company Quantum Solutions has sold another 1,000 Ethereum, cashing out approximately $1.9 million to support its AI data center expansion. Following this sale, the company has reduced its ETH holdings by nearly 30% since mid-June.According to company documents, Quantum Solutions' subsidiary, GPT Pals Studio, sold this batch of ETH on Thursday at an average price of $1,903. The company expects to record a loss of approximately $100,000 from this transaction. After the sale, Quantum Solutions' remaining ETH holdings amount to approximately 4,765, which is lower than the 4,976 ETH held by Def consulting, thereby losing its position as the largest corporate ETH holder among Japanese listed companies.Quantum Solutions has sold a total of 1,904 ETH in less than two months, accounting for approximately 28.6% of its pre-sale holdings of 6,668.8 ETH. Previously, GPT Pals had sold 904 ETH on June 16, cashing out about $1.6 million.The company acquired the majority of its ETH during the crypto market highs of the fourth quarter of 2025, when ETH prices were in the range of approximately $4,000 to $4,500.
Japanese listed company Quantum Solutions sells another 1,000 ETH, cumulative sale limit raised to 4,375
According to Nada News, Japanese listed company Quantum Solutions announced that its subsidiary GPT Pals Studio Limited has sold 1,000 Ethereum, cashing out approximately 1.903 million USD, equivalent to approximately 311 million Japanese yen. The proceeds will be used to advance its artificial intelligence infrastructure business, including artificial intelligence data center construction.
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。
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.