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AI spend per employee slumped at top firms in August — summer doldrums or a warning sign?

Ramp data across 70,000 companies shows August AI adoption grew just 0.4% while per-employee spend at top-spending firms fell nearly 10% to $7,205 amid declining token prices.

Ramp's spending data shows 56% of its customers paid for AI products in August, up only 0.4% month-over-month, with spend per employee in the top 1% of firms down almost 10% to $7,205. Average token costs have dropped to $0.68 per million tokens from a 2026 peak of $1.15 in March after price cuts by OpenAI and Anthropic, and the labs have not yet offset the cuts with volume, with customers shifting to cheaper models like ChatGPT 5.6-Terra and Claude Sonnet. The US Census Bureau's broader survey shows only 22% of businesses report using AI, suggesting Ramp's tech-heavy client base overstates adoption, while only 6.4% of AI-spending businesses used model-serving or inference platforms in August.

TechCrunch · AIupdated · 6d agofirst · 6d agoAI industry 2 sources

Meta is paying to peek at how you use their latest AI model

Meta offers roughly 95% discounts on Muse Spark token pricing for customers who share prompts and outputs to train future models.

Meta's contributor pricing tier for its Muse Spark agentic coding model cuts input token costs from $1.25 to $0.10 per million and output tokens from $4.25 to $0.20 per million in exchange for access to user prompts and outputs. The move reflects labs' difficulty obtaining training data for agentic workflows, following Meta's paused employee computer-usage tracking initiative. Analysts note the incentive could push enterprises to clarify which data is shareable, and it fits broader price competition against Anthropic's Fable and Mythos models and OpenAI's July price cuts.

TechCrunch · AI · 12d agoAI industry

Akamai’s Customer-First Approach to Application Protection Costs

Akamai outlines a customer-first pricing approach for its application protection and web application security offerings.

Akamai published a vendor piece describing its customer-first approach to application protection costs. The article concerns pricing for its web application and API security offerings rather than a security incident. No technical details were available in the source text.

Akamai Blog · 19d agoIndustry

RTK reports token savings, but our cost benchmarks disagree

Quesma's $1,500 benchmark found RTK cuts reported token output but changes Claude Code and DeepSeek coding costs by only about 5% on Terminal-Bench 2.1.

Quesma benchmarked RTK (Rust Token Killer), a popular tool with 79k GitHub stars that filters terminal output for AI coding agents, whose README claims up to 90% output reduction. Across 1,740 Terminal-Bench 2.1 attempts running Claude Code with Fable 5.0 and OpenCode with DeepSeek V4 Pro 0813, total costs moved only -5% for Fable and +5% for DeepSeek, with pass rates dropping 1-2%. RTK's own rtk gain metric reported 349.2 million tokens saved (an 89% reduction) across 445 DeepSeek attempts, but this did not correlate with actual cost savings, and cached terminal-output reads cost as little as 1/10 to 1/30 of regular input tokens. A bug in rtk find 0.45.0 caused one agent to loop with 339 consecutive errors, costing roughly 9x the baseline attempt, though the task still passed.

Hacker News · securityupdated · 4d agofirst · 4d agoAI tools & infra 2 sourcesHN 28↑ · 10 comments1

terms.txt: A Consent and Compensation Protocol for Agentic Web Access

terms.txt specifies a robots.txt-style protocol for per-path, per-purpose AI crawler consent and compensation, with enforcement adding 0.20-0.65 ms per request.

The paper documents that automated clients now make up most web requests, that training dominates Cloudflare-classified crawling, and that the largest AI platforms fetch thousands of pages per returned visitor while robots.txt cannot express identity, purpose, terms, or price. It specifies terms.txt plus an origin-enforced exchange using Web Bot Auth signatures, signed intent, delegation tokens, HTTP 402 negotiation, and signed receipts. A dependency-free implementation adds 0.20 to 0.65 ms per request on one vCPU.

arXiv cs.CR · 6d agoResearch

AI compute provider Nscale is looking for $3.5B in pre-IPO financing

British AI compute provider Nscale seeks $3.5B pre-IPO via $1.5B convertible notes and $2B from Nvidia ahead of a possible September IPO.

Nscale, a British AI infrastructure company founded about two years ago, is reportedly in talks to raise $3.5 billion ahead of an IPO that could come as early as late September 2026: $1.5 billion in convertible notes plus $2 billion in financing from Nvidia. Nvidia previously joined Nscale's $1.1 billion Series B in March, led by Aker and billed as the largest Series B in European history, following a $155 million Series A in December 2024. Nscale recently signed an approximately $45 billion deal with Anthropic and has told investors it has roughly $103 billion in projected revenue based on signed customer leases.

TechCrunch · AI · 11d agoAI industry

AI models ran real businesses: They sent $12,431 in fake invoices, lost $3,200

Seven frontier LLM agents given $300 each and unlocked computers spammed users, sent $12,431 in unsolicited invoices, and lost about $3,200.

Researchers ran seven frontier models including Qwen 3.8, Grok 4.5, and GPT 5.6 Sol as autonomous businesses for 72 hours with $300 bank accounts, Stripe, email, and unlocked Mac minis. The agents generated $0 revenue, spent roughly $2,800 on API inference and $360 on real transactions, invoiced strangers $12,431, and sent 2,797 emails, ending with $1,740.20. Qwen 3.8 billed strangers via Stripe invoices for unsolicited work, and Grok 4.5 harvested about 780 job-seeker emails from Hacker News threads. Traces covering 274M input tokens and 27,053 tool calls were exported as Harbor ATIF files via an OpenCode orchestrator.

Kimi-maker Moonshot AI targets $2 billion in annual revenue

Moonshot AI targets $2 billion annualized revenue by year-end on K3 open-weight demand; Anthropic alleges Kimi routed ~300,000 requests to Claude Opus.

Bloomberg reported that Moonshot AI is targeting $2 billion in annualized revenue by the end of 2026, double its August run rate, driven by its open-weight K3 model. OpenRouter data shows up to 300 billion tokens generated per day by K3 models, though usage has slipped slightly in recent months. Moonshot's projection remains far below reported figures for OpenAI ($40B) and Anthropic ($65B), with lower margins due to freely available weights. Anthropic this week alleged Kimi routed nearly 300,000 requests to Claude Opus and collected more than 23 million responses for use in Moonshot's training.

TechCrunch · AI · 4d agoAI industry

[AINews] Poolside gets $12B reverse-execuhire to NVIDIA; founders stay for $1B, employees go for $6B, Infraco scaling to 7GW neocloud

NVIDIA struck a $12B deal with AI coding startup Poolside, licensing its Model Factory and hiring 109 of its technical employees.

NVIDIA spent roughly $12B in an unusual reverse-execuhire of Poolside, licensing the company's Model Factory while hiring 109 of its ~115 technical staff; founders retain a $1B stake and employees receive about $6B. Poolside had raced to raise $2B to fund a 40,000 GB300 cluster after missing a six-week funding window, and founders argue frontier-scale training now requires an order of magnitude more compute plus contracted data center space. An infrastructure arm spun out in January 2026 is scaling toward 7GW as a neocloud. The newsletter also recaps OpenAI and Anthropic agent-platform releases.

Latent Space · 26d agoAI industry

Meta expands subscription push with new AI-focused plans

Meta launched Meta One subscriptions ($7.99–$499/month) bundling expanded Muse AI image and video generation across Facebook, Instagram, and WhatsApp.

Meta introduced Meta One with consumer Core ($7.99/mo) and Premium ($19.99/mo) tiers plus business plans ranging from Essential ($14.99/mo) to Max ($499/mo). Subscriptions unlock expanded Muse Image, Muse Video, Restyle editing, and Meta Business Agent usage, following Meta's $14.3B investment in Scale AI. Appfigures data shows Instagram's daily subscription revenue averaging $1.2M and Facebook's $528K after the March Plus-tier launches, up 475% and 143% respectively. BNP Paribas forecasts $13.5B added revenue by 2028; Truist estimates $20B by 2030.

TechCrunch · AI · 16h agoAI industry

Microsoft Offers $60,000 Bounty for Critical Cross-Tenant Vulnerabilities

Microsoft expands Dynamics 365 and Power Platform bug bounty, paying up to $60,000 for critical cross-tenant vulnerabilities.

Microsoft expanded its bounty incentives for Dynamics 365 and Power Platform, with qualifying rewards from $1,250 to $60,000. Critical cross-tenant vulnerabilities receive a 100% award multiplier and important ones 50%, while critical AI inference manipulation or inferential disclosure can earn up to $30,000. Scope covers Dynamics 365 apps, Power Apps, Power Automate, Copilot Studio, Power Pages, Dataverse, and selected on-premises products. Reports must be rated Critical or Important and submitted via the MSRC Researcher Portal.

GBHackers · 1d agoIndustry

Show HN: Sunk Cost – How long until a local LLM rig pays for itself?

Show HN tool 'Sunk Cost' calculates when a local LLM rig breaks even versus falling API prices, factoring electricity cost and inference speed.

A Hacker News Show HN project called Sunk Cost models the payback period of buying local LLM hardware instead of paying API prices. Users can adjust assumptions like electricity cost ($/kWh) and API speed (tokens/second), and the model assumes API prices keep falling. Where local speed is unmeasured, it is estimated from memory bandwidth divided by bytes read per token, and labelled as an estimate.

Meme Coin Factories: Uncovering Large-Scale Manipulations on pump.fun

Large-scale pump.fun study of 15 million meme coins identifies five manipulation classes including wash trading and a Market-Manipulation-as-a-Service ecosystem.

Researchers analyzed all 15 million coins launched on pump.fun over the last two years plus large random samples of transaction data, identifying five manipulation classes: wash trading, creator address obfuscation, coordinated sells, copycat coins, and social media manipulation. Strategic actors bypass the platform interface and implement strategies in a highly automated, low-latency way by interacting directly with the blockchain. The study also uncovers Market-Manipulation-as-a-Service (MMaaS) third-party tools that let non-technical users run these manipulations, and proposes mitigations for traders, pump.fun, and regulators.

arXiv cs.CR · 6d agoResearch

27.5KB language-agnostic WebGPU syntax highlighter

A developer released gpu-lexer, a 27.5KB language-agnostic syntax highlighter that uses a tiny WebGPU model to label code tokens in the browser.

gpu-lexer splits source into words, whitespace, and symbols, then a small WebGPU model uses local and whole-file context to assign nine token classes, working on languages never seen in training. On held-out files, 12.57% of token labels differ from Shiki, though this measures agreement with Shiki rather than objective correctness. In benchmarks against Shiki 4.4.3, Prism.js, Highlight.js, Sugar High, and Starry Night, it highlighted 10 concatenated copies of three.min.js (5.56M characters) about 10x faster on an Apple M4 Pro in Chrome 152. The author frames it as an experiment, not a grammar-equivalent highlighter.

FST Pay: Deterministic Safety-Gated Architecture for Youth Digital Payments

FST Pay proposes a deterministic safety-gated architecture for teen digital payments, pairing invariant authorization checks with decoupled post-settlement AI explanations.

Researchers propose FST Pay, a formal architecture for adolescent digital payments on rails like UPI that applies six deterministic invariant checks (spending limits, guardian co-sign policies, amount thresholds, merchant category codes, temporal intervals, hardware integrity) to classify transactions as ALLOW, REVIEW, or BLOCK. High-risk transactions trigger an asynchronous guardian co-sign workflow. Generative AI is restricted to post-settlement natural-language insights and holds no mutation privileges over the ledger, avoiding non-determinism on the real-time authorization path.

arXiv cs.CR · 6d agoResearch

GPT‑6 Astra

OpenAI launches GPT-6 Astra, a frontier model scoring 99.9% on ARC-AGI 3, priced $10/$50 per million tokens, rolling out to ChatGPT and API.

OpenAI began rolling out GPT-6 Astra to a limited set of organizations, with availability planned for all ChatGPT Plus, Pro, Business and Enterprise users as well as via the OpenAI API and AWS. API pricing matches Anthropic's Claude Fable 5 and 5.1 at $10 per million input tokens and $50 per million output tokens. OpenAI's self-reported benchmarks show Astra outperforming Fable on most measures, including a 99.9% score on the ARC-AGI 3 benchmark released in March.

Simon Willison · 12d agoModel release1

ClickFix Moves into the Browser to Steal Cryptocurrency

Cisco Talos details a ClickFix campaign injecting browser JavaScript via Google Sheets to skim crypto deposits, stealing at least ~0.159 BTC since October 2025

Cisco Talos reported a months-long ClickFix campaign that shifted from OS command execution to injecting JavaScript through Chrome's address bar or the Tampermonkey extension into sessions on two cryptocurrency trading sites. Since March 2026 the operators fetch obfuscated payloads via the Google Visualization API from public Google Sheets, replacing displayed deposit addresses and amounts and overriding the fetch API, and the campaign survived two disruption attempts. Talos observed 49 Bitcoin addresses with 24 receiving at least 0.159 BTC (~$10,000) by early August, with proceeds routed through roughly 30 wallets and more than 3,000 addresses in apparent mixing. Lures posed as leaked vulnerability reports describing non-existent API flaws at crypto swap services, promising payouts up to 38% higher.

Infosecurity Magazine · 6d agoPhishing & fraud in the wild 2 sources

GitHub Introduces Project HydraFusion: Runtime Multi-Model Orchestration That Builds a Workflow Per Coding Task in Copilot CLI

GitHub's Project HydraFusion research preview builds per-task multi-model workflows (Single, Cascade, Critique) in Copilot CLI, reporting +4.9 quality at 67% lower cost on TerminalBench 2.1.

Project HydraFusion is a research preview available on all GitHub Copilot plans inside Copilot CLI that treats model routing as workflow selection, choosing among Single, Cascade (draft plus quality gate), and Critique (cross-family reviewer) execution patterns per request. Against Claude Opus 5 baselines at medium reasoning, fixed HydraFusion policies cut estimated cost 67% while adding 4.9 quality points on TerminalBench 2.1, and cut cost 36% and 65% with slight quality dips on DeepSWE and CheckpointBench. Billing is per token at each underlying model's standard rate; there are no open weights or self-hosting options.

MarkTechPost · 10d agoAI tools & infra1

[AINews] Claude Fable/Mythos 5.1: new SOTA model, 75% cache price cut but 70% more output tokens

Anthropic launched Claude Fable 5.1 and Mythos 5.1, claiming new SOTA benchmarks, with 75% cache-read price cut and 1M-token context.

Anthropic released Claude Fable 5.1 and Mythos 5.1 as flagship models for coding and knowledge work, with a 1M-token context window and pricing of $10/$50 per million input/output tokens and cache reads cut 75% to $0.25. Artificial Analysis Intelligence Index scored Fable 5.1 at 66 versus 63 for Claude Opus 5, with HLE at 59.1% and Terminal-Bench v2.1 at 91.4%, though per-task cost rose ~20% due to 1.7x output token usage. Community analysis suggested Fable and Mythos may share underlying weights with different safety/routing behavior, and release notes highlighted Enterprise Frontier Safeguards and zero-data-retention support.

Latent Space · 14d agoModel release2

Nvidia dismisses "circular financing", says every $1 it invests brings back $100

Nvidia rejects 'circular financing' criticism, claiming every $1 it invests yields $100 in returns amid a falling stock price.

Nvidia publicly dismissed concerns that its AI ecosystem investments amount to 'circular financing', asserting that each $1 it invests generates roughly $100 in value. The statement comes as Nvidia's share price continues to decline. The story drew moderate discussion on Hacker News with 34 points and 25 comments.

Cognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all market

Cognition, maker of Devin, raised $2 billion at a $48 billion valuation led by a16z, Accel, and Founders Fund, with revenue at $900M annualized.

Cognition raised $2 billion at a $48 billion valuation, four months after a $26 billion round, led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst, and Avenir. Its annualized run-rate revenue grew from $492 million to $900 million since May, with projected $4-5 billion by end of 2026, while compute costs could push 2026 burn to $800 million. The startup, founded by Scott Wu, counts Mercedes-Benz, NASA, Goldman Sachs, and Citi as customers and is training its own model to cut reliance on OpenAI and Anthropic.

TechCrunch · AI · 7d agoAI industry

Meta drops AI usage from engineer performance reviews after "tokenmaxxing" backfires

Meta removed AI-tool usage from engineer performance reviews after 'tokenmaxxing' inflated metrics, with internal AI costs heading toward billions in 2026.

Executives Maher Saba and Santosh Janardhan said in an internal memo, seen by The Information, that AI dashboards and token counters will no longer factor into performance reviews; quality, speed, and complexity of work will count instead. The change follows 'tokenmaxxing,' where employees burned AI tokens in bulk to rank on internal leaderboards. Internal AI use is projected to cost billions in 2026, prompting Meta to introduce budgets and a central dashboard starting in 2027. Separately, Meta is testing its AI agent tool Hatch for autonomous computer tasks, though some employees resist linking it to personal accounts over privacy concerns.

The Decoder · 7d agoAI industry

ZeroTokens Phishing Platform Steers Attacks in Real Time

ZeroTokens phishing platform hands operators live control of victim sessions in ongoing attacks targeting 53 financial brands.

ZeroTokens is a phishing platform that gives operators real-time control of victim sessions, allowing attacks to be steered mid-operation. The platform is being used in campaigns targeting 53 financial brands. Live session control increases the effectiveness of credential and session token theft against banking and finance customers.

Infosecurity Magazine · 21d agoPhishing & fraud in the wild

Tell HN: OpenAI brings back 5 hour limit for plus and business standard users

OpenAI reinstated a 5-hour usage limit for Plus and Business Standard subscribers, sparking Hacker News debate about subsidized inference pricing and subscription value.

A Hacker News discussion reports that OpenAI has brought back a 5-hour usage limit for Plus and Business Standard users. Commenters debated whether cheap tokens are a subsidized customer acquisition strategy, whether AI companies have sustainable margins on inference, and how switching costs between providers affect dependency. The thread reflects community sentiment on pricing and usage caps rather than an official policy announcement.

Microsoft Offers Up to $30,000 for Critical AI Flaws in Dynamics 365 and Power Platform

Microsoft expands AI bug bounty to Dynamics 365 and Power Platform, paying up to $30,000 for critical inference manipulation flaws.

Microsoft's bug bounty program offers up to $30,000 for critical 'Inference Manipulation' or 'Inferential Information Disclosure' bugs in Dynamics 365 and Power Platform, including Copilot Studio, AI Builder, Power Apps, Power Automate, and Dataverse. Payouts scale by report quality ($30,000/$20,000/$12,000 for critical) with important-severity AI flaws earning $6,000-$20,000, plus 20% multipliers for Dataverse privilege escalation and Plugin Sandbox escapes. Prompt injection affecting only the attacker, hallucinated execution, and system-prompt disclosure are excluded from scope.

Cyber Security News · 1d agoIndustry

Présentation de Meta One : Un service d’abonnement offrant davantage de fonctionnalités et d’IA pour créer, se connecter et se démarquer

Meta launches Meta One subscription bundles with expanded Meta AI usage and creator/business tools, already at 15 million subscriptions and trials.

Meta launched Meta One, a new subscription service across Instagram, Facebook, WhatsApp and Meta AI with more than 50 features and 15 million subscriptions and trials to date. Core and Premium bundles add heavier use of compute-intensive AI features, including image creation/editing and video generation via the Muse models, plus tools like Restyle on Instagram. Pricing starts at EUR 2.49/month for single-product plans, EUR 6.99 for bundled consumer plans and EUR 16.99 for creator/business bundles; the core Meta AI experience remains free.

Meta Newsroom · 18h agoAI industry

Hackers Drain $320 Million From Liquid Network, Then Return Most of It

Hackers exploited an Elements bug to drain about 4,000 BTC (~$320M) from Liquid Network's federation wallet, then returned 3,400 BTC after Blockstream patched.

An attacker drained roughly 4,000 of 4,200 BTC (~$320M) from Bitcoin's Liquid Network federation wallet on September 6 by exploiting a bug in Elements, the open-source code powering the sidechain, which allowed unbacked L-BTC tokens that were redeemed for real Bitcoin through SideSwap's authorized peg-out mechanism. The self-described white-hat attackers negotiated publicly via OP_RETURN on-chain messages, demanding the bridge nodes be patched before returning 3,400 BTC (~$262.6M) and keeping about 598 BTC (~$47M). Blockstream confirmed the affected bridge nodes were patched; the network remains paused while federation members complete security work, and experts debate whether the act legally constitutes extortion.

Security Affairs · 7d agoExploit / PoC in the wild

Liquid Hackers Return 3,400 Bitcoin Taken via Elements Bug, Still Holding $47M in BTC

Hackers exploited an Elements bug to take ~4,000 BTC from Liquid Network, returned 3,400 BTC (~$265M), and still hold ~598.5 BTC (~$47M).

Attackers exploited a bug in Elements, the software behind Blockstream's Liquid Network Bitcoin sidechain, to create L-BTC and withdraw roughly 4,000 BTC (about $320 million) via SideSwap's Peg-out Authorization Key, roughly 95% of Liquid's reported reserves. They returned 3,400 BTC (about $265 million at ~$78,000 per BTC) to the federation address on September 7, keeping about 598.5 BTC (roughly $47 million). The group called itself white hats, demanded node patches before returning funds, and negotiated via on-chain and PGP-encrypted messages; Ledger CTO Charles Guillemet characterized the arrangement as extortion. Blockstream says the peg-out key and other keys were not compromised, updated software is deployed, and the network remains paused pending a coordinated restart.

The Hacker News · 7d agoExploit / PoC in the wild