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OpenAI Blog 2 months ago
OpenAI responded to a TanStack npm supply chain attack called "Mini Shai-Hulud" by securing its systems and signing certificates. macOS users must update OpenAI apps by June 12, 2026 to maintain security. OpenAI is implementing strengthened defenses against software supply chain threats.
The daily briefing
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TLDRocket
30 July 2026
The AI investment thesis is fracturing. Amazon and Microsoft are thriving on the back of sustained cloud spending for AI infrastructure, with Amazon reporting 37% AWS revenue growth and $220 billion in capex commitments for 2026, while investors show clear skepticism toward AI labs and startups without dependable revenue streams. Situational Awareness, the hedge fund founded by Leopold Aschenbrenner, exemplifies the risk: after betting heavily on AI memory chips and energy plays, it's liquidating most of its public portfolio after losing roughly half its assets in recent months, retaining only its $5 billion Anthropic stake in hopes of October's expected IPO.
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